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ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBio is trending after reporting substantial year-over-year revenue growth and expanded global approvals for its ANKTIVA cancer therapies in new markets and indications like lung cancer. The community is buzzing with talk of a potential short squeeze, encouraging buying dips, and anticipating significant long-term upside as the company broadens its global commercial footprint.

Vanda Pharmaceuticals, Inc. engages in the development and commercialization of therapies for high unmet medical needs. The firm intends to treat schizophrenia, jet lag disorder, atopic dermatitis, central nervous system disorders, and circadian rhythm sleep disorder. Its product portfolio includes HETLIOZ, Fanapt, NEREUS, Ponvory, and HETLIOZAccess. The company was founded by Mihael Hristos Polymeropoulos and Argeris N. Karabelas in 2002 and is headquartered in Washington, DC.

Vanda Pharmaceuticals Inc

Vanda Pharmaceuticals is trending due to its FDA approval of BYSANTI for bipolar I disorder and schizophrenia, a pivotal development underscored by its New Chemical Entity (NCE) status and patent protection until 2044. The community anticipates a significant re-rating and potential short squeeze, highlighting that this second recent FDA approval makes the company vastly undervalued compared to prior rejected buyout offers.

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

Novo Nordisk is seeing a significant downturn after its CagriSema weight-loss drug demonstrated slightly lower efficacy than a competitor in a recent trial, prompting community discussion on whether the market's reaction is an overcorrection despite NVO's strong financial position and other successful products.

Moonlake Immunotherapeutics operates as a clinical-stage biotechnology company. It offers tri-specific Nanobody, Sonelokimab to address significant unmet needs in inflammatory skin and joint diseases. The company was founded by Kristian Reich, Jorge Santos da Silva, and Arnout Ploos van Amstel in 2021 and is headquartered in Zug, Switzerland.

MoonLake Immunotherapeutics - Ordinary Shares - Class A

MoonLake Immunotherapeutics

MoonLake Immunotherapeutics is trending after releasing positive Phase 2 trial data for its lead drug sonelokimab in axial spondyloarthritis, showing high efficacy and signs of disease modification ahead of its Investor Day. The community views this, coupled with a strong cash position and high short interest, as a significant re-rating catalyst, anticipating a substantial surge and potential for best-in-class market positioning.

CrowdStrike Holdings, Inc. provides cybersecurity products and services to stop breaches. It offers cloud-delivered protection across endpoints, cloud workloads, identity and data, and threat intelligence, managed security services, IT operations management, threat hunting, Zero Trust identity protection, and log management. CrowdStrike serves customers worldwide. The company was founded by George P. Kurtz, Gregg Marston, and Dmitri Alperovitch on November 7, 2011 and is headquartered in Austin, TX.

Crowdstrike Holdings Inc - Ordinary Shares - Class A

Crowdstrike Holdings Inc

Crowdstrike is trending due to a sector-wide sell-off following Anthropic's Claude Code Security announcement, with community members divided on whether AI threatens CRWD's core endpoint and cloud security or reinforces the need for its advanced, AI-native platform.

Arcellx, Inc is a clinical-stage biotechnology company, which provides cell therapy through the development of innovative immunotherapies for patients with cancer and other incurable diseases. The company was founded by David M. Hilbert and Luba Zaritskaya in December 2014 and is headquartered in Redwood City MD.

Arcellx Inc

Arcellx Inc. is trending sharply higher after Gilead Sciences announced a definitive agreement to acquire the company for $7.8 billion, including a substantial premium per share. The community is actively discussing this major buyout as a validation of Arcellx's promising CAR T therapy, anito-cel for multiple myeloma, and a significant event that highlights acquisition potential within the biotech sector.

Domino's Pizza, Inc. engages in the management of a network of company-owned and franchise-owned pizza stores. It operates through the following segments: U.S. Stores, International Franchise, and Supply Chain. The U.S. Stores segment consists primarily of franchise operations. The International Franchise segment comprises a network of franchised stores. The Supply Chain segment manages regional dough manufacturing and food supply chain centers. The company was founded by James Monaghan and Thomas Stephen Monaghan in 1960 and is headquartered in Ann Arbor, MI.

Dominos Pizza Inc

Domino's Pizza is trending after its latest earnings revealed increased U.S. market share and continued international same-store sales growth, alongside a significant dividend hike, signaling strong operational execution. The community is discussing these results and an increased stake by notable investors as key drivers, highlighting the company's "Hungry for MORE" strategy and resilience in the restaurant sector.

20/20 Biolabs, Inc. engages in development and commercialization of proteomics product line. Its products include One Test, PAULA's Test and BioCheck Suspisious Powder Testing Kit. The company was founded by Jonathan Cohen in May 2000 and is headquartered in Gaithersburg, MD.

20/20 Biolabs Inc

Recent IPO AIDX is trending due to extreme volatility and significant community debate, with some labeling it a 'pump and dump' anticipating further declines while others expect a major bounce, all within a broader sector experiencing pressure.

GeneDx Holdings Corp. operates as a health intelligence company. It engages in healthcare with the use of its collected disease data sets. It offers exome and genome testing for diagnosis of genetic disease. The company was founded by Eric Schadt in October 2015 and is headquartered in Stamford, CT.

GeneDx Holdings Corp - Ordinary Shares - Class A

GeneDx Holdings Corp

GeneDx Holdings Corp (WGS) is highly volatile following its recent strong earnings report and raised guidance, with the stock experiencing a dramatic sell-off that has ignited community debate regarding whether it is an overreaction to the company's cited sequential Q1 test volume decline or a deeper re-evaluation of its valuation.

Axsome Therapeutics, Inc. is a commercial-stage biopharmaceutical company, which engages in the development of novel therapies for the management of central nervous system disorders. Its portfolio consists of Products Overview and Pipeline Overview. The Products Overview includes Auvelity and Sunosi. The Pipeline Overview refers to AXS-05, AXS-07, AXS-12, and AXS-14. The company was founded by Herriot Tabuteau on January 12, 2012 and is headquartered in New York, NY.

Axsome Therapeutics Inc

Axsome Therapeutics is seeing a surge in investor confidence following the FDA's Priority Review for AXS-05 in Alzheimer's disease agitation, with an April PDUFA date, alongside strong financial results and continued prescription growth for its commercial products. The community is actively discussing significant upside potential and the company's strengthening position as a CNS leader, even as some debate whether the current rally is sustainable.

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Tandem Diabetes Care (NASDAQ:TNDM) Earns "Hold" Rating from Truist Financial

Truist Financial restated a "hold" rating and issued a $27.00 target price (up previously from $24.00) on shares of Tandem Diabetes Care in a research note on Monday...

Company News for Feb 23, 2026

Companies In The Article Are:DBX,TNDM,ALRM,FIVN

Aberdeen Group plc Increases Holdings in Tandem Diabetes Care, Inc. $TNDM

Aberdeen Group plc increased its position in Tandem Diabetes Care, Inc. (NASDAQ:TNDM - Free Report) by 67.9% in the third quarter, according to its most recent disclosure with the Securities and...

Why Tandem Diabetes Care Stock Popped Today

Key PointsTandem saw robust demand for its insulin pumps in the fourth quarter...

Tandem Diabetes Care (NASDAQ:TNDM) Shares Gap Up on Strong Earnings

Tandem Diabetes Care (NASDAQ:TNDM) Shares Gap Up on Better-Than-Expected Earnings...

Stifel Nicolaus Issues Positive Forecast for Tandem Diabetes Care (NASDAQ:TNDM) Stock Price

Stifel Nicolaus increased their price objective on shares of Tandem Diabetes Care from $20.00 to $22.00 and gave the stock a "hold" rating in a research note on Friday...

TNDM Q4 Earnings & Revenues Beat Estimates, Gross Margin & Stock Up

Tandem Diabetes tops Q4 estimates with narrower loss, 15% revenue jump and wider gross margin, sending shares up 6.7% after hours.

SENS Eversense 365 Integrated With twiist Gains Full Availability

Senseonics rolls out Eversense 365 integrated with Sequel's twiist AID system, aiming to boost CGM adoption with its year-long wear advantage.

<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)

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

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

Equity

Tandem Diabetes Care Q4 Earnings Call Highlights

Tandem Diabetes Care (NASDAQ:TNDM) reported record fourth-quarter and full-year 2025 results while outlining a major shift in its U.S. reimbursement strategy that management said will reshape growth...

Tandem Diabetes Care, Inc. engages in the design, development, and commercialization of products for people with insulin-dependent diabetes. Its products include Tandem Mobi System 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.

Fiscal Period	Estimated	Reported	Surprise	Result
Q1 '26	-$0.43	--	--	N/A
Q4 '25	-$0.09	-$0.01	90.46%	BEAT
Q3 '25	-$0.33	-$0.31	4.98%	BEAT
Q2 '25	-$0.40	-$0.48	-20.94%	MISSED
Q1 '25	-$0.60	-$0.67	-10.67%	MISSED

TNDM
Tandem Diabetes Care Inc

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