Improved Growth Outlook and Better-Than-Expected Results Boosted Tandem Diabetes Care (TNDM) in Q4

1 week ago 5

Soumya Eswaran

Tue, January 27, 2026 astatine 6:49 AM CST 3 min read

Meridian Funds, managed by ArrowMark Partners, released its “Meridian Growth Fund” fourth-quarter 2025 capitalist letter. A transcript of the aforesaid tin beryllium downloaded here. U.S. equity markets experienced a 4th shaped by optimism astir imaginable monetary easing and caution related to economical maturation and valuations. Early gains were driven by beardown AI-related net and the US Federal Reserve’s complaint chopped successful October. However, marketplace sentiment cooled aboriginal successful the 4th owed to mixed signals from the Fed regarding aboriginal policy. Despite this moderation, the 4th contributed positively to robust yearly results, with ample caps rising 17.4% for the twelvemonth and 2.4% successful the quarter, portion tiny caps gained 12.8% for the twelvemonth and 2.2% successful the quarter. Value stocks outperformed growth, returning 3.3% versus 1.2% for the quarter. Market factors and assemblage effects were mixed successful the quarter. Against this backdrop, the Fund delivered a instrumentality of -0.39% (net) successful the quarter, underperforming the Russell 2500 Growth Index’s 0.33% return. As the marketplace heads into 2026, the steadfast is intimately watching the factors that whitethorn impact marketplace returns, including monetary argumentation changes with a caller Fed Chair and the sustainability of AI investments owed to precocious valuations among hyperscalers. The steadfast continues to absorption connected high-quality businesses with beardown competitory advantages, coagulated equilibrium sheets, and wide sustainable net growth. In addition, delight cheque the Fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its fourth-quarter 2025 capitalist letter, Meridian Growth Fund highlighted Tandem Diabetes Care, Inc. (NASDAQ:TNDM) arsenic 1 of its starring contributors. Headquartered successful San Diego, California, Tandem Diabetes Care, Inc. (NASDAQ:TNDM) offers exertion solutions for radical surviving with diabetes. Tandem Diabetes Care, Inc. (NASDAQ:TNDM) shares traded betwixt $9.98 and $37.93 implicit the past 52 weeks. On January 26, 2026, Tandem Diabetes Care, Inc. (NASDAQ:TNDM) banal closed astatine $20.20 per share. One-month instrumentality of Tandem Diabetes Care, Inc. (NASDAQ:TNDM) was -10.26%, and its shares gained 33.77% of their worth implicit the past 3 months. Tandem Diabetes Care, Inc. (NASDAQ:TNDM) has a marketplace capitalization of $1.37 billion.

Meridian Growth Fund stated the pursuing regarding Tandem Diabetes Care, Inc. (NASDAQ:TNDM) successful its 4th fourth 2025 capitalist letter:

"Tandem Diabetes Care, Inc. (NASDAQ:TNDM) develops precocious insulin transportation technologies for patients with diabetes. Its automated insulin transportation systems are well-positioned to summation stock successful a sizable and expanding addressable market, wherever a bulk of Type 1 diabetes patients inactive negociate insulin manually.