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SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

SELLASs upcoming Phase 3 REGAL trial results for its GPS leukemia treatment dominate discussion, with topline data expected this month after the trial reached its final analysis milestone. Traders are split between optimism about a potential breakthrough and concern over the binary trial outcome, while sharp price swings have fueled debate about selling pressure and alleged short-term manipulation.

Summit Therapeutics, Inc. is a biopharmaceutical company, that focuses on the discovery, development, and commercialization of patient, physician, caregiver, and societal-friendly medicinal therapies intended to improve quality of life, increase potential duration of life, and resolve serious unmet medical needs. The firm conducts clinical programs focusing on Clostridioides Difficile Infection (CDI). Its lead product, Ridinilazole, is an orally administered small molecule antibiotic that is in Phase III clinical trials for the treatment of CDI. The company was founded in 2003 and is headquartered in Miami, FL.

Summit Therapeutics Inc

Summits FDA review of ivonescimab for EGFR-mutated lung cancer is driving a binary-outcome debate over approval versus a possible rejection or request for more evidence. Bulls point to strong progression-free-survival results and encouraging survival trends, while bears focus on the FDAs stated need for statistically significant overall-survival evidence; recent weakness has also prompted speculation about a negative outcome, though traders say price action alone is not proof.

Unity Software, Inc. engages in the developing video gaming software. It also provides software solutions to create, run and monetize interactive, real-time two-dimensional and three-dimensional content for mobile phones, tablets, consoles, and augmented and virtual reality devices. Its platform is used by developers, artists, and designers to build content for gaming, film, retail, automotive, architecture, engineering, and construction industries. The company was founded by Joachim Ante and David Helgason in 2004 and is headquartered in San Francisco, CA.

Unity Software Inc

Unitys strong Q3 resultsits first GAAP-profitable quarter, rapid growth in its Vector ad platform, and upbeat outlookhave fueled a sharp rebound and discussion of a possible turnaround. Reported takeover talks with Silver Lake and Saudi Arabias PIF add speculation, with traders debating whether the discussed valuation would undervalue the company or whether a deal will happen at all.

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivian shares are under pressure amid a broader pullback in EV and growth stocks, with traders also focused on the stocks persistent weakness and concerns about cash burn, profitability, and management. Some blame short sellers or trading dynamics, while bulls point to R2 progress and recent operating results as reasons for optimism; those explanations remain debated.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius is selling off after lowering its revenue outlook amid delays activating third-party data-center capacity, prompting analyst concerns about execution and near-term growth; weakness across AI and neocloud stocks, alongside uncertainty around Nvidia, is adding pressure. Traders are split between viewing the delays and higher spending as serious risks and seeing them as temporary setbacks in a business with strong AI demand.

American Airlines Group, Inc. is a holding company, which engages in the operation of a network carrier through its principal wholly owned mainline operating subsidiary, American. The firm offers air transportation for passengers and cargo. It operates through the following geographical segments: Domestic, Latin America, Atlantic, and Pacific. The company was founded on December 9, 2013, and is headquartered in Fort Worth, TX.

American Airlines Group Inc

American Airlines is drawing attention over the squeeze from elevated jet-fuel costs, linked by traders to oil-market disruption and the Iran conflict, with recent earnings discussion highlighting that strong revenue has not translated into profits and the outlook has weakened. Bears worry about prolonged fuel pressure and AALs debt, while bulls see room for recovery if oil prices ease and travel demand remains firm.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

Jensen Huangs abrupt departure and the unresolved CEO succession are driving concern, with traders divided between those calling for his return and those worried about leadership continuity and scrutiny of Nvidias China-related chip sales. Upcoming earnings are another focus, but bullish bets on results and dip-buying compete with fears that uncertainty and further fallout could weigh on the stock.

Novo Nordisk A/S is a global healthcare company, which engages in the discovery, development, manufacturing and marketing of pharmaceutical products. It operates through the Diabetes and Obesity Care and Rare Disease segments. The Diabetes and Obesity Care segment includes diabetes, obesity, cardiovascular, and emerging therapy areas. The Rare Disease segment refers to rare blood disorders, rare endocrine disorders, and hormone replacement therapy. The company was founded by Harald Pedersen and Thorvald Pedersen in 1923 is headquartered in Bagsværd, Denmark.

Novo Nordisk - ADR

Novo Nordisk A/S

Novos quarterly results beat expectations and its full-year outlook was raised, with strong demand for the Wegovy pill driving the improved outlook. Traders welcomed the evidence of a growth recovery but remain divided over whether oral Wegovy can offset diabetes weakness and competitive and pricing pressure from Lilly.

HawKeye 360, Inc. engages in the provision of defense technology. It offers spectrum monitoring, maritime intelligence, air defence radar monitoring, GNSS interference detection, and communications mapping. Its costumers include a wide range of commercial, government and international entities. The company was founded by Charles T. Clancy, Robert G. McGwier, Chris DeMay and John Serafini in 2015 and is headquartered in Herndon, VA.

HawkEye 360 Inc.

HAWK is drawing attention after reporting record third-quarter revenue and raising its full-year outlook, with traders also highlighting international growth, contract demand, and plans for lower-cost satellites. The community reaction is broadly bullish on the results and rally, though claims of institutional accumulation and further upside remain speculative.

Newsmax Inc. is a holding company, which engages in television broadcasting and multi-platform content publishing that produces original news and editorial content for consumers through various media outlets, including TV new channels, digital and print publications. It operates through the Broadcasting and Digital Segments. The Broadcasting segment produces and licenses news, business news and lifestyle content for distribution through both MVPDs and free OTT streaming platforms. The Digital segment is composed of Newsmax.com and affiliated websites. The company was founded by Christopher Ruddy in 1998 and is headquartered in Boca Raton, FL.

Newsmax Inc. - Ordinary Shares - Class B

Newsmax Inc

Newsmaxs stronger-than-expected Q3 results and upbeat outlook are driving attention, with traders highlighting improved profitability and revenue growth. Bullish reactions include short-squeeze speculation, while some question how much of the reported strength is recurring because results included a one-time payment.

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Tandem Mobi Becomes Only Insulin Pump Offering Both Tubed and Tubeless Wear Options

FDA clears Tandem Diabetes Care's Tandem Mobi as the first tubeless automated insulin delivery system with seven-day wear launching in 2027.read more...

Tandem Mobi Now FDA Cleared as Worlds First and Only Tubeless AID System with up to Seven Days of Wear

Tandem Diabetes Care, Inc. (Nasdaq: TNDM), a global insulin delivery and diabetes technology company, today announced U.S. Food and Drug Administration (FDA) clearance of Tandem Mobi for use as the worlds first and only tubeless automated insulin delivery system with up to 7 days of wear.1 A new...

Tandem Diabetes Care Receives Multiple Health Canada Approvals for t:slim X2 Insulin Pump

Tandem Diabetes Care, Inc. (Nasdaq: TNDM), a leading insulin delivery and diabetes technology company, today announced receipt of Health Canada approval of a license amendment for the t:slim X2 insulin pump with Control-IQ+ automated insulin delivery (AID) technology. This approval adds...

Tandem Diabetes Care (TNDM) Reports Q3 Earnings: What Key Metrics Have to Say

Although the revenue and EPS for Tandem Diabetes Care (TNDM) give a sense of how its business performed in the quarter ended September 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Tandem Diabetes Care, Inc. (TNDM) Reports Q3 Loss, Beats Revenue Estimates

Tandem Diabetes Care (TNDM) delivered earnings and revenue surprises of +62.96% and +6.94%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

Tandem Diabetes Care Names Jeannette Bankes as President and Chief Executive Officer

Tandem Diabetes Care, Inc. (Nasdaq: TNDM) (Tandem or the Company), a global diabetes technology company, today announced the appointment of Jeannette Bankes as president and chief executive officer (CEO), and a member of its Board of Directors, effective November 16, 2026. Ms. Bankes will succeed...

Tandem Diabetes Care Announces Third Quarter 2026 Financial Results

Tandem Diabetes Care, Inc. (Nasdaq: TNDM) (the Company), a global insulin delivery and diabetes technology company, today reported its financial results for the quarter ended September 30, 2026. Third Quarter 2026 Financial Highlights Sales of $283.7 million worldwide, including $191.0 million in...

PROCEPT BioRobotics Corporation (PRCT) Reports Q3 Loss, Lags Revenue Estimates

PROCEPT BIOROBO (PRCT) delivered earnings and revenue surprises of -17.95% and -1.78%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

Tandem Diabetes Care Announces Upcoming Conference Presentations

Tandem Diabetes Care, Inc. (Nasdaq: TNDM), a leading insulin delivery and diabetes technology company, today announced that management will present a company update at the following investor conferences:Jefferies Global Healthcare Conference on Thursday, November 19, 2026 at 8:00am Greenwich Mean...

Rapid Micro Biosystems, Inc. (RPID) May Report Negative Earnings: Know the Trend Ahead of Q3 Release

Rapid Micro Biosystems (RPID) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

• Reported GAAP EPS of -$0.10 up 67.74% YoY
• Reported revenue of $283.69M up 13.82% YoY

Tandem Diabetes Care faces infusion-set inventory constraints through early 2027, reported quarterly operating and net losses and nine-month operating cash use, and disclosed potential insulin-market pressure from GLP-1 adoption.

Tandem Diabetes Care reported higher quarterly sales and gross margin, increased pharmacy-channel sales mix, and submitted an FDA application for Mobi tubeless capability while advancing a next-generation patch-pump pipeline.

Tandem Diabetes Care, Inc. engages in the design, development, and commercialization of products for people with insulin-dependent diabetes. Its products include Tandem Mobi and t:slim X2 Insulin Pump. The company was founded by Paul M. DiPerna on January 27, 2006 and is headquartered in San Diego, CA.

Tandem Diabetes Care Inc

Why Did TNDM Stock Jump 5% After Hours Despite Q4 Earnings Miss?

Equity

Extremely Bullish Sentiment

<ul class="summary-bullets"><li>The company's Q4 revenue of $290.4 million beat estimates, while U.S. revenue reached $210.5 million.</li><li>Tandem guided to $1.065 billion-$1.085 billion in revenue, incorporating $70 million-$80 million in pay-as-you-go headwinds in the U.S.</li><li>The insulin pumpmaker emphasized a shift toward a pharmacy-based, recurring revenue model.&nbsp;</li></ul>Shares of Tandem Diabetes Care, Inc. (TNDM) jumped about 5% after hours on Thursday as investors looked past a fourth-quarter (Q4) earnings miss and focused on record revenue, margins, and the insulin pumpmaker's shift toward a recurring, pharmacy-based revenue model.&nbsp;<a href="https://stocktwits.com/symbol/TNDM">TNDM stock</a> fell over 2% in Thursday’s regular session.<h2 class="st-heading-2">Strong US Demand Drives Growth</h2>Tandem reported Q4 revenue of $290.4 million, surpassing consensus estimates of $277.2 million and marking the strongest quarter in the company’s history. U.S. revenue reached $210.5 million, while worldwide pump shipments totaled 38,000, including 27,000 units in the U.S.The company reported a Q4 loss per share of $0.01, narrower than the $0.09 analysts had expected. However, it posted operating income of $8.3 million, or 3% of sales, alongside a record 58% gross margin.&nbsp;“Momentum built across the year and culminated in Q4 results where we set multiple records while delivering double-digit growth and improved profitability,” CEO John Sheridan said on the earnings call, adding that Tandem surpassed $1 billion in annual worldwide sales for the first time.<h2 class="st-heading-2">Tandem Full-Year Sales Top $1B</h2>For the full year, Tandem reported $1.015 billion in worldwide sales, more than 126,000 pump shipments, and gross margin expansion to 54%.&nbsp;During 2025, the company began the global commercial rollout of t:slim X2 integration with Abbott’s FreeStyle Libre 3 Plus sensor, launched Android mobile control for the Tandem Mobi system,&nbsp;and initiated direct commercial operations in select European countries. It also applied for FDA approval to expand Control-IQ+&nbsp;for use by women with diabetes during pregnancy.Tandem guided to 2026 revenue of $1.065 billion to $1.085 billion, below consensus of $1.10 billion. However, the company said that the outlook reflects intentional headwinds tied to its transition to a pay-as-you-go reimbursement model in the U.S. pharmacy channel.U.S. sales are projected at $730 million to $745 million, incorporating a $70 million to $80 million headwind from the pay-as-you-go shift, while international sales are expected to reach $335 million to $340 million.CFO Leigh Vosseller said on the call that the pay-as-you-go model removes upfront pump costs for patients and improves access, while gradually reshaping the business toward recurring, more predictable revenue. She added that this benefit may not be fully visible in 2026 sales figures.<h2 class="st-heading-2">Margins Set To Improve In 2026</h2>Tandem forecast gross margin of 56% to 57% and&nbsp;an adjusted EBITDA margin of 5% to 6% for 2026. The company said pump shipments, rather than revenue growth, will be the “clearest indicator” of progress in 2026, with U.S. shipments expected to rise 10% to 11%.On the call, Sheridan noted upcoming product and pipeline milestones, including broader sensor integrations, international scaling of the Mobi platform, and plans to launch a tubeless Mobi option later in 2026. He also reiterated the company’s plans to advance toward a fully closed-loop insulin delivery system.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment for TNDM was ‘extremely bullish’ amid a 1,050% surge in 24-hour message volume.<figure class="image"><img src="https://news.stocktwits-cdn.com/tndm_ss_png_c785cee119.webp" alt="tndm ss.png" width="972" height="142"><figcaption>TNDM sentiment and message volume as of February 20 | Source: Stocktwits</figcaption></figure>One&nbsp;<a href="https://stocktwits.com/labibaouf/message/645390457">user</a> expects the stock to cross the $30 level soon.<stembedurl>https://stocktwits.com/labibaouf/message/645390457</stembedurl>Another user&nbsp;<a href="https://stocktwits.com/Lambster2/message/645406116">said</a>, It's all about what's ahead. I think tomorrow it crosses $20.”<stembedurl>https://stocktwits.com/Lambster2/message/645406116</stembedurl>TNDM stock has declined 16% so far this year.For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration a Tandem Diabetes Care logo is seen on a smartphone and a pc screen. (Photo Illustration by Pavlo Gonchar/SOPA Images/LightRocket via Getty Images)

For the full year, Tandem reported $1.015 billion in worldwide sales and over 126,000 pump shipments.

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What do you think the S&amp;P 500&#39;s ($SPY) return will be next week?

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$TNDM Ok my friends, now it looks like $30 plus is very reasonable in the short term. I strongly recommend jumping on board before this gets crazy!

$TNDM New CEO starts in 10 days.  From GE, but she was only there a short time.  A long resume, but not in diabetes.

Deepthinker

$TNDM Q3 '26 Earnings Results & Recap

• Reported GAAP EPS of -$0.10 up 67.74% YoY
• Reported revenue of $283.69M up 13.82% YoY

Stocktwits Earnings

$TNDM they have the best algorithm of any insulin pump delivery system and trust is all that matters when your life depends on it. They are building a loyal customer base much like $AAPL who will no doubt have to get into the medical industry sooner or later and microdosing is all the rage now.  
 
What are insulin pumps but a device to microdose. Next up will be LSD, ketamine, god knows what but the infusion site will be dramatically different along with the sensors $DXCM . Not the pump though, the pump can stay pretty much the same.

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