$TNDM

Evolent Health (EVH) reported Q2 revenue of $652.5M, up 46.9% YoY, beating estimates. Astrana Health (ASTH) reported $972.5M, up 48.5%, missing estimates. Tandem Diabetes (TNDM) reported $254.6M, up 5.8%, in line with estimates. GoodRx (GDRX) reported $200.4M, down 1.3%, beating estimates. All stocks rose post-earnings.

Analysts upgraded Equifax (EFX) to Buy with a $235 target, Parsons (PSN) to Outperform with a $57 target, Taylor Devices (TAYD) to Buy with a $70 target, Ternium (TX) to Overweight with a $65 target, and O-I Glass (OI) to Buy with a $9 target. Teradyne (TER) was downgraded to Neutral, Ternium (TX) to Hold, Limbach (LMB) to Underweight, DoubleVerify (DV) to Neutral, and Weibo (WB) to Neutral. Nvidia (NVDA) was initiated with an Outperform rating and $340 target, Micron (MU) with Outperform and $1

Tandem Diabetes Care (NASDAQ:TNDM) outlined a 2-3 year plan to route about 80% of pumps through pharmacy channels, citing ~45% formulary coverage and PBM coverage for ~80% of lives. It filed its tubeless Mobi with the FDA in Q2, targeting a scaled launch after clearance. Management also discussed advancing Control-IQ+ toward fully closed-loop and expanding direct sales abroad.

Tandem Diabetes Care (TNDM) reported Q2 2026 worldwide sales of $254.6 million, up 6% year over year, and worldwide pump shipments of 33,000 units, up over 10%. Gross margin was 57% and adjusted EBITDA margin was 3%. The company reaffirmed 2026 guidance: $1.065B to $1.085B worldwide sales, plus U.S. and international ranges.

Tandem Diabetes Care (TNDM) shares rose about 19% after the company reported Q2 results with higher revenue of $254.6 million (+5.8% YoY) and improved profitability. Operating margin improved to -5.4% from -21.5%, adjusted EBITDA was $6.42 million versus $3.52 million expected, and GAAP EPS loss was -$0.31. Full-year revenue guidance was reaffirmed at a $1.08 billion midpoint.

Tandem Diabetes Care (NASDAQ:TNDM) reported Q2 CY2026 revenue of $254.6 million, up 5.8% year over year and in line with Wall Street expectations. Full-year revenue guidance was $1.08 billion at the midpoint, near analyst estimates. GAAP EPS was a loss of $0.31, matching consensus. Adjusted operating margin was negative 5.4%.

TANDEM DIABETES CARE INC (TNDM) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 Media Contact: 858-366-6900 media@tandemdiabetes.com Investor Contact: 858-366-6900 IR@tandemdiabetes.com FOR IMMEDIATE RELEASE Tandem Diabetes Care Announces Second Quarter 2026 Financial Results San Diego, August 6, 2026 - Tandem Diabetes Care, Inc. (Nasdaq: TNDM)

Tandem Diabetes Care (NASDAQ: TNDM) is set to report earnings Thursday after market close. The prior quarter showed revenue of $247.2 million, up 5.5% year over year, and it beat analysts’ revenue and EPS estimates, with full-year guidance meeting expectations. For the upcoming quarter, analysts expect 5.4% revenue growth and an average price target of $28.53 versus $20.16.

Medical device stocks fell after HCA Healthcare reported preliminary Q2 results with weaker-than-expected surgical volumes. GE Healthcare, Intuitive Surgical, Stryker, Globus Medical and Medtronic dropped 4.7% to 7%, with other peers also down. Wells Fargo analyst Larry Biegelsen expects further declines as demand concerns are likely to be discussed on earnings calls.

Tandem Diabetes Care (NASDAQ: TNDM) said its t:slim X2 insulin pump with Control-IQ+ is now compatible with Abbott’s FreeStyle Libre 3 Plus sensor in the UK, Switzerland, Sweden, Finland, and Italy. Tandem expects more countries in 2026, including Belgium, the Netherlands, and Germany. The sensor sends readings every minute and can be worn up to 15 days.