<p>TD Cowen 的分析师 Mathew Blackman 对 Tandem Diabetes Care 维持了买入评级，目标价为 28.00 美元。</p>
<h3>在 TipRanks 上享受 55% 的折扣</h3>
<ul>
<li>解锁对冲基金级别的数据和强大的投资工具，以做出更聪明、更精准的决策</li>
<li>发现表现优异的股票投资理念，并升级到市场领先者的投资组合，使用智能投资者精选</li>
</ul>
<p>Mathew Blackman 给予买入评级的原因是多种因素的结合，显示出 Tandem Diabetes Care 基本面的增强和支持增长的前景。他强调，第一季度的收入超出预期，得益于美国泵的强劲出货和国际市场的韧性表现，即使在输注套件供应限制的情况下，这种情况可能会持续几个季度。</p>
<p>他还强调，尽管来自处方和药房渠道的贡献尚属温和，但利润率显著改善，调整后的 EBITDA 提前转正。此外，他指出 Mobi 无管产品的进展时间表，计划在 2026 年提交监管申请，随后分阶段商业推出，支持加速的增长曲线和利润率扩张，他认为这些尚未完全反映在当前估值中，因此维持 28 美元的目标价和买入建议。</p>
<p>Blackman 关注医疗保健行业，重点关注 Zimmer Biomet Holdings、Orthofix Medical 和 Tandem Diabetes Care 等股票。根据 TipRanks 的数据，Blackman 推荐股票的平均回报率为 8.2%，成功率为 40.88%。</p>
<p>在 4 月 24 日发布的另一份报告中，Rothschild &amp; Co Redburn 也对该股票维持了买入评级，目标价为 45.00 美元。</p>

TNDM

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美国医药设备 ETF - iShares

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动态生物技术与基因组 ETF - Invesco

标普生物技术 3 倍做多 - Direxion

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标普生物技术 ETF - SPDR

2 倍做多纳斯达克生物技术 ETF - ProShares

<p>TD Cowen 的分析师 Mathew Blackman 重申了对 Tandem Diabetes Care 的买入评级，维持目标价为 28 美元。该决定基于基本面的增强，包括第一季度收入超出预期和利润率改善。尽管存在供应限制，公司仍展现出积极的前景，计划在 2026 年提交 Mobi 无管产品的监管申请。来自 Rothschild & Co Redburn 的另一份报告也支持买入评级，并将目标价上调至 45 美元</p>

<p>Analyst Mathew Blackman of TD Cowen maintained a Buy rating on Tandem Diabetes Care, retaining the price target of $28.00.</p>
<div class="lb-trans"><p>TD Cowen 的分析师 Mathew Blackman 对 Tandem Diabetes Care 维持了买入评级，目标价为 28.00 美元。</p>
</div><h3>Claim 55% Off TipRanks</h3>
<div class="lb-trans"><h3>在 TipRanks 上享受 55% 的折扣</h3>
</div><ul>
<li>Unlock hedge fund-level data and powerful investing tools for smarter, sharper decisions</li>
<li>Discover top-performing stock ideas and upgrade to a portfolio of market leaders with Smart Investor Picks</li>
</ul>
<div class="lb-trans"><ul>
<li>解锁对冲基金级别的数据和强大的投资工具，以做出更聪明、更精准的决策</li>
<li>发现表现优异的股票投资理念，并升级到市场领先者的投资组合，使用智能投资者精选</li>
</ul>
</div><p>Mathew Blackman has given his Buy rating due to a combination of factors that demonstrate strengthening fundamentals at Tandem Diabetes Care and a supportive outlook for growth. He highlights that first-quarter revenue surpassed expectations, driven by robust U.S. pump shipments and resilient international performance, even in the face of infusion set supply constraints that are likely to linger for a few more quarters.</p>
<div class="lb-trans"><p>Mathew Blackman 给予买入评级的原因是多种因素的结合，显示出 Tandem Diabetes Care 基本面的增强和支持增长的前景。他强调，第一季度的收入超出预期，得益于美国泵的强劲出货和国际市场的韧性表现，即使在输注套件供应限制的情况下，这种情况可能会持续几个季度。</p>
</div><p>He also underscores that margins improved meaningfully, with adjusted EBITDA turning positive ahead of forecasts, despite only modest contribution so far from the shift to prescription and pharmacy channels, which should further enhance profitability over time. In addition, he points to the progressing Mobi tubeless product timeline, with a planned regulatory submission in 2026 and a staged commercial rollout thereafter, supporting an accelerating growth profile and margin expansion that he believes is not yet fully reflected in the current valuation, justifying his unchanged $28 price target and Buy recommendation.</p>
<div class="lb-trans"><p>他还强调，尽管来自处方和药房渠道的贡献尚属温和，但利润率显著改善，调整后的 EBITDA 提前转正。此外，他指出 Mobi 无管产品的进展时间表，计划在 2026 年提交监管申请，随后分阶段商业推出，支持加速的增长曲线和利润率扩张，他认为这些尚未完全反映在当前估值中，因此维持 28 美元的目标价和买入建议。</p>
</div><p>Blackman covers the Healthcare sector, focusing on stocks such as Zimmer Biomet Holdings, Orthofix Medical, and Tandem Diabetes Care. According to TipRanks, Blackman has an average return of 8.2% and a 40.88% success rate on recommended stocks.</p>
<div class="lb-trans"><p>Blackman 关注医疗保健行业，重点关注 Zimmer Biomet Holdings、Orthofix Medical 和 Tandem Diabetes Care 等股票。根据 TipRanks 的数据，Blackman 推荐股票的平均回报率为 8.2%，成功率为 40.88%。</p>
</div><p>In another report released on April 24, Rothschild &amp; Co Redburn also maintained a Buy rating on the stock with a $45.00 price target.</p>
<div class="lb-trans"><p>在 4 月 24 日发布的另一份报告中，Rothschild &amp; Co Redburn 也对该股票维持了买入评级，目标价为 45.00 美元。</p>
</div>

Buy Rating Reaffirmed on Tandem Diabetes Care as Fundamentals Strengthen; $28 Price Target Maintained

Tip Ranks

Tandem Diabetes

Zimmer Biomet

Orthofix国际

由于基本面得到加强，Tandem Diabetes 的买入评级被重申，目标价维持在 28 美元