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SAN DIEGO--(BUSINESS WIRE)--DexCom, Inc. (NASDAQ:DXCM) today announced that management will present an update on the company at the Wells Fargo 21st Annual Healthcare Conference on Wednesday, September 9, 2026. The live presentation is scheduled to begin at approximately 8:00 AM EDT and will be concurrently webcast. Links to the webcast will be available on the Dexcom Investor Relations website at investors.dexcom.com and will be archived there for future reference. About DexCom, Inc. Dexcom em.

American Capital Management Inc. bought a new stake in DexCom, Inc. (NASDAQ:DXCM – Free Report) in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 235,152 shares of the medical device company’s stock, valued at approximately $15,837,000. American Capital Management Inc. owned approximately 0.06% of DexCom at the end of the most recent quarter.

A number of other large investors have also recently made changes to their positions in DXCM. Brighton Jones LLC lifted its holdings in shares of DexCom by 257.7% during the fourth quarter. Brighton Jones LLC now owns 16,582 shares of the medical device company’s stock worth $1,290,000 after purchasing an additional 11,946 shares during the period. Integrated Wealth Concepts LLC increased its stake in DexCom by 6.3% in the 1st quarter. Integrated Wealth Concepts LLC now owns 3,329 shares of the medical device company’s stock valued at $227,000 after buying an additional 196 shares during the period. Empowered Funds LLC raised its position in DexCom by 5.4% during the 1st quarter. Empowered Funds LLC now owns 8,446 shares of the medical device company’s stock worth $577,000 after buying an additional 436 shares during the last quarter. Focus Partners Wealth raised its position in DexCom by 13.2% during the 1st quarter. Focus Partners Wealth now owns 7,218 shares of the medical device company’s stock worth $493,000 after buying an additional 841 shares during the last quarter. Finally, NewEdge Advisors LLC lifted its stake in shares of DexCom by 1.4% in the 2nd quarter. NewEdge Advisors LLC now owns 19,253 shares of the medical device company’s stock worth $1,681,000 after acquiring an additional 258 shares during the period. 97.75% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets In other news, EVP Michael Jon Brown sold 1,700 shares of the stock in a transaction that occurred on Monday, June 15th. The stock was sold at an average price of $75.55, for a total transaction of $128,435.00. Following the completion of the transaction, the executive vice president directly owned 106,353 shares in the company, valued at approximately $8,034,969.15. This represents a 1.57% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Jon Coleman sold 4,912 shares of the firm’s stock in a transaction on Wednesday, June 3rd. The stock was sold at an average price of $73.00, for a total transaction of $358,576.00. Following the transaction, the executive vice president directly owned 100,361 shares of the company’s stock, valued at approximately $7,326,353. This represents a 4.67% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders have sold 73,035 shares of company stock worth $5,446,673. 0.28% of the stock is owned by insiders.

Analyst Upgrades and Downgrades A number of research firms have recently weighed in on DXCM. Weiss Ratings raised shares of DexCom from a “hold (c-)” rating to a “hold (c)” rating in a research note on Tuesday, August 11th. Bank of America decreased their price objective on shares of DexCom from $100.00 to $80.00 and set a “buy” rating on the stock in a report on Monday, May 18th. Royal Bank Of Canada upped their target price on shares of DexCom from $85.00 to $90.00 and gave the stock an “outperform” rating in a research report on Friday, July 31st. Benchmark increased their target price on shares of DexCom from $77.00 to $82.00 and gave the company a “buy” rating in a report on Friday, July 31st. Finally, TD Cowen reiterated a “buy” rating on shares of DexCom in a research report on Friday, July 31st. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $88.71. Read Our Latest Report on DXCM

DexCom Trading Down 0.2% DXCM stock opened at $88.96 on Thursday. The company has a market cap of $33.57 billion, a price-to-earnings ratio of 35.16, a PEG ratio of 1.50 and a beta of 1.41. The company has a quick ratio of 1.43, a current ratio of 1.73 and a debt-to-equity ratio of 0.47. The business has a fifty day simple moving average of $78.50 and a 200-day simple moving average of $71.33. DexCom, Inc. has a 52 week low of $54.11 and a 52 week high of $92.59.

DexCom (NASDAQ:DXCM – Get Free Report) last released its quarterly earnings data on Thursday, July 30th. The medical device company reported $0.70 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.61 by $0.09. DexCom had a net margin of 20.12% and a return on equity of 35.94%. The company had revenue of $1.31 billion during the quarter, compared to the consensus estimate of $1.29 billion. During the same period in the previous year, the firm earned $0.48 earnings per share. DexCom’s revenue for the quarter was up 13.1% on a year-over-year basis. On average, equities research analysts expect that DexCom, Inc. will post 2.64 EPS for the current year.

DexCom Company Profile (Free Report)

DexCom, Inc is a medical device company that develops, manufactures and distributes continuous glucose monitoring (CGM) systems for people with diabetes. Its products are designed to provide near real-time glucose readings, trend information and alerts to help patients and clinicians manage insulin dosing and reduce hypoglycemia and hyperglycemia. The company’s offerings combine wearable glucose sensors, wireless transmitters and software applications that deliver data to smartphones, dedicated receivers and cloud-based platforms for remote monitoring.

Founded in 1999 and headquartered in San Diego, California, DexCom has focused its business on advancing CGM technology and expanding clinical use beyond traditional insulin-dependent populations.

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Stock to Watch: DexCom (DXCM - Free Report) San Diego, CA-based DexCom, Inc. is a medical device company focused on the design, development and commercialization of continuous glucose monitoring systems (CGM). These are for ambulatory use by people with diabetes and by healthcare providers for the treatment of diabetic and non-diabetic patients.

DXCM is a #3 (Hold) on the Zacks Rank, with a VGM Score of B.

Momentum investors should take note of this Medical stock. DXCM has a Momentum Style Score of B, and shares are up 28% over the past four weeks.

10 analysts revised their earnings estimate higher in the last 60 days for fiscal 2026, while the Zacks Consensus Estimate has increased $0.06 to $2.64 per share. DXCM also boasts an average earnings surprise of +11.4%.

With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, DXCM should be on investors' short list.

Aurora Investment Counsel bought a new stake in DexCom, Inc. (NASDAQ:DXCM – Free Report) in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm bought 34,744 shares of the medical device company’s stock, valued at approximately $2,340,000. DexCom comprises 1.2% of Aurora Investment Counsel’s investment portfolio, making the stock its 25th largest position.

A number of other hedge funds and other institutional investors have also bought and sold shares of DXCM. Reflection Asset Management acquired a new stake in DexCom during the 4th quarter valued at $25,000. Ascentis Independent Advisors acquired a new position in shares of DexCom in the first quarter valued at $25,000. MCF Advisors LLC acquired a new position in shares of DexCom in the fourth quarter valued at $32,000. Wellington Grp LLC raised its position in shares of DexCom by 778.7% in the first quarter. Wellington Grp LLC now owns 536 shares of the medical device company’s stock valued at $34,000 after purchasing an additional 475 shares during the period. Finally, DV Equities LLC bought a new position in shares of DexCom in the fourth quarter valued at about $36,000. Institutional investors own 97.75% of the company’s stock.

Analysts Set New Price Targets DXCM has been the subject of several research analyst reports. Bank of America reduced their target price on shares of DexCom from $100.00 to $80.00 and set a “buy” rating for the company in a report on Monday, May 18th. Raymond James Financial restated a “strong-buy” rating and set a $94.00 price objective on shares of DexCom in a research report on Friday, July 31st. Benchmark boosted their price objective on DexCom from $77.00 to $82.00 and gave the stock a “buy” rating in a report on Friday, July 31st. Robert W. Baird set a $105.00 target price on DexCom in a research report on Friday, July 31st. Finally, Canaccord Genuity Group set a $90.00 target price on DexCom and gave the stock a “buy” rating in a research note on Monday, August 3rd. Two analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $88.71.

Get Our Latest Research Report on DexCom DexCom Stock Up 0.3% DXCM stock opened at $89.88 on Thursday. DexCom, Inc. has a 52 week low of $54.11 and a 52 week high of $91.96. The business has a 50-day simple moving average of $76.85 and a 200 day simple moving average of $70.67. The company has a quick ratio of 1.43, a current ratio of 1.73 and a debt-to-equity ratio of 0.47. The company has a market cap of $33.92 billion, a PE ratio of 35.53, a price-to-earnings-growth ratio of 1.51 and a beta of 1.41.

DexCom (NASDAQ:DXCM – Get Free Report) last announced its quarterly earnings data on Thursday, July 30th. The medical device company reported $0.70 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.61 by $0.09. DexCom had a net margin of 20.12% and a return on equity of 35.94%. The firm had revenue of $1.31 billion for the quarter, compared to the consensus estimate of $1.29 billion. During the same period in the prior year, the company posted $0.48 earnings per share. The business’s revenue for the quarter was up 13.1% on a year-over-year basis. Sell-side analysts anticipate that DexCom, Inc. will post 2.64 EPS for the current fiscal year.

Insider Activity In other DexCom news, EVP Michael Jon Brown sold 1,700 shares of the business’s stock in a transaction that occurred on Monday, June 15th. The shares were sold at an average price of $75.55, for a total transaction of $128,435.00. Following the completion of the transaction, the executive vice president directly owned 106,353 shares in the company, valued at $8,034,969.15. The trade was a 1.57% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Mark G. Foletta sold 4,000 shares of the company’s stock in a transaction on Monday, June 15th. The stock was sold at an average price of $74.13, for a total value of $296,520.00. Following the sale, the director owned 52,852 shares of the company’s stock, valued at $3,917,918.76. The trade was a 7.04% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders sold 73,035 shares of company stock valued at $5,446,673. 0.28% of the stock is owned by insiders.

About DexCom (Free Report)

DexCom, Inc is a medical device company that develops, manufactures and distributes continuous glucose monitoring (CGM) systems for people with diabetes. Its products are designed to provide near real-time glucose readings, trend information and alerts to help patients and clinicians manage insulin dosing and reduce hypoglycemia and hyperglycemia. The company’s offerings combine wearable glucose sensors, wireless transmitters and software applications that deliver data to smartphones, dedicated receivers and cloud-based platforms for remote monitoring.

Founded in 1999 and headquartered in San Diego, California, DexCom has focused its business on advancing CGM technology and expanding clinical use beyond traditional insulin-dependent populations.

Further Reading Five stocks we like better than DexCom Bloom Energy’s AI Surge Meets a Valuation Reality Check Target Is Winning Shoppers Back—Can the Rally Reach $180? IonQ’s Space Contract Points to a New Frontier for Quantum Investors Is Apple’s AI Strategy Smarter Than Skeptics Think? Want to see what other hedge funds are holding DXCM? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for DexCom, Inc. (NASDAQ:DXCM – Free Report).

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Key Takeaways DexCom stock has gained 34.9% in 2026 as its growth profile and CGM opportunity improve.G7 15 Day, broader reimbursement and international expansion are widening DexCom's growth opportunities.DexCom faces intensifying competition from Abbott, MiniMed and Senseonics in the CGM market. DexCom (DXCM - Free Report) stock has rebounded sharply in 2026, gaining 34.8% after falling 14.7% in 2025, as investors increasingly recognize the company’s improving growth profile and expanding continuous glucose monitoring (CGM) opportunity. The company’s share price performance so far this year has outperformed the industry’s 6.9% decline and S&P 500 Index’s 13.1% gain.

The second-quarter performance reflected recovery, with revenues rising 13% year over year and organic growth reaching 12%. U.S. revenues increased 11%, while international revenues jumped 19%, reflecting broader reimbursement, market-share gains and stronger patient starts. DexCom is expanding beyond its traditional insulin-dependent customer base. New evidence supporting CGM use in non-insulin Type 2 diabetes, broader international access and new products such as G7 15 Day and Smart Basal could materially expand the addressable market through 2026 and beyond.

YTD Performance of DXCM vs Industry

Image Source: Zacks Investment Research

What Is Fueling DXCM’s Growth?Non-Insulin Type 2 Diabetes Could Expand the Addressable Market: DexCom’s CONNECT trial could become an important growth catalyst by strengthening the case for CGM among non-insulin Type 2 patients. The study produced a 1.6% A1c improvement over six months, while commercial coverage has expanded across the four largest U.S. PBMs, reaching more than 7 million eligible patients. Broader reimbursement could significantly accelerate adoption beyond DexCom’s traditional customer base.

G7 15 Day Is Strengthening Product Adoption: The G7 15 Day rollout is creating a meaningful product-cycle opportunity. DexCom expects nearly 50% of its U.S. customer base to transition to the system by year-end, supported by an improved algorithm, longer wear time and stronger customer satisfaction. G7 15 Day also received Health Canada clearance, opening another avenue for international expansion. The product transition contributed to a roughly 400-basis-point improvement in second-quarter gross margin.

International Expansion Provides Another Growth Lever: International markets are growing increasingly important to DexCom’s growth trajectory. International revenues increased 19% in the second quarter, with organic growth of 16%. France and Canada benefited from expanding reimbursement access. DexCom is also rolling out Flex, its 15-day sensor for select Type 2 basal and non-insulin markets. Continued reimbursement wins could help the company replicate the share gains achieved in recently opened markets.

DexCom Is Building a Broader Digital Diabetes Platform: DexCom is expanding beyond sensor hardware through software and digital-health capabilities. The redesigned Stelo app adds AI-driven insights and enhanced food logging, while Smart Basal has reduced the time needed to reach an optimal basal insulin dose to about three weeks in pilot practices. The company also acquired Nutrisense, a CGM-data nutrition platform, creating additional potential for personalized metabolic-health services.

A Glance at DXCM’s EstimatesThe Zacks Consensus Estimate for DXCM’s 2026 and 2027 earnings per share (EPS) implies year-over-year growth of 26.8% and 16.6%, respectively, to $2.64 and $3.08. In the past 60 days, the consensus mark for the company's 2026 EPS has improved 2.7%.

Revenues for 2026 are projected to grow 12.1% to $5.23 billion and another 11.6% to $5.83 billion in 2027.

Image Source: Zacks Investment Research

Competition Remains a Major VariableThe CGM market remains highly competitive, with Abbott (ABT - Free Report) , MiniMed (MMED - Free Report) and Senseonics (SENS - Free Report) pursuing distinct strategies. Abbott remains DexCom’s most formidable direct rival, with Diabetes Care CGM sales exceeding $2 billion in the second quarter, reflecting growth of 9.5%.

Abbott also received CE Mark clearance for Libre Duo, its glucose-ketone monitoring sensor. MiniMed is strengthening its ecosystem, with CGM revenues growing at a low-double-digit rate in fiscal 2026 and its attachment rate reaching 68% in the fiscal fourth quarter. Senseonics is also growing much faster from a smaller base, with second-quarter revenues increasing about 120% and U.S. revenue growing more than 150%, supported by Eversense 365 and its Eon Care network.

Compared with Abbott, MiniMed, and Senseonics, DexCom currently benefits from greater scale, 13% reported revenue growth, and strong international momentum. However, Abbott’s scale, MiniMed’s integrated pump-CGM ecosystem, and Senseonics’ differentiated long-duration sensor could heighten competitive pressures.

Risks and ChallengesThe second half of 2026 will not be without challenges. DexCom remains dependent on reimbursement expansion, particularly for non-insulin Type 2 diabetes, and regulatory or payer delays could slow the addressable-market opportunity. Competition from Abbott could intensify as Libre Duo expands, while MiniMed’s new products could strengthen its integrated pump-CGM proposition. Senseonics also presents a differentiated alternative in long-duration CGM. Execution around the G7 15 Day conversion, international launches and new digital-health initiatives will be critical.

Image Source: Zacks Investment Research

ConclusionDexCom’s 2026 rally appears to be supported by improving fundamentals rather than short-term momentum alone. Expanding reimbursement, G7 15 Day adoption, international growth and digital-health initiatives provide multiple avenues for sustained expansion. However, competitive intensity and reimbursement execution remain important variables. With a Zacks Rank #3 (Hold), the stock appears better suited to investors willing to balance its strong growth potential against valuation and execution risks. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Key Takeaways DexCom raised 2026 revenue guidance and lifted its adjusted gross, operating and EBITDA margin outlooks.G7 15 Day helped lift Q2 adjusted gross margin to 64.1%, up 400 basis points year over year.DexCom faces FX pressure, Ireland manufacturing investment and G6 transition costs in the second half. DexCom, Inc. (DXCM - Free Report) raised its 2026 revenue and margin outlook after a stronger second quarter, shifting more attention toward profitability. The question is whether better gross margin and operating leverage can persist as organic growth improves.

The guidance increase is encouraging, but foreign exchange, manufacturing investment and product-transition costs still matter. Sustaining the margin step-up will require continued execution across products, geographies and channels.

DexCom’s Q2 Results Reset the 2026 BaselineDexCom reported second-quarter 2026 revenues of $1.31 billion, up 13.1% year over year, while adjusted earnings reached 70 cents per share. Adjusted operating income increased 48% to $328.3 million, with the adjusted operating margin expanding to 25.1%.

The operating backdrop was broad. U.S. revenues rose 11% to $933.4 million, while international revenues increased 19% to $375 million. International organic growth was 16%, supported by reimbursement expansion and adoption in markets including France and Canada.

DXCM’s Raised Margin Outlook Shows Better LeverageManagement now expects 2026 revenues of $5.18-$5.25 billion, up from the prior $5.16-$5.25 billion range. The updated outlook implies 11-13% annual growth and incorporates stronger organic growth expectations.

Profitability guidance moved higher as well. DexCom raised its adjusted gross margin forecast to about 64%, adjusted operating margin guidance to 23.5%-24% and adjusted EBITDA margin guidance to 31.5%-32%. Those revisions make operating leverage a larger part of the 2026 thesis rather than leaving the story dependent mainly on revenue growth.

DexCom’s G7 15 Day Rollout Supports ProfitabilityThe G7 15 Day transition is helping the margin profile through product mix and manufacturing efficiency. Second-quarter adjusted gross margin reached 64.1%, up 400 basis points year over year, as manufacturing efficiencies and the initial customer switchover to G7 15 Day supported results.

The rollout also broadens the product opportunity. DexCom expects to convert nearly half of its U.S. customer base to G7 15 Day by year-end 2026. Health Canada has cleared the system, while Dexcom Flex has launched in Germany, giving the company additional paths to extend 15-day sensor economics internationally.

DXCM’s FX and Execution Risks Could Offset ProgressThe higher outlook still carries offsets. DexCom expects a roughly $15 million foreign-exchange headwind to second-half 2026 international revenues. The company is also investing in its Ireland manufacturing facility, while the transition away from G6 brings inventory and execution costs that can complicate near-term efficiency gains.

Competition can further influence pricing, rebates and channel mix. Abbott Laboratories (ABT - Free Report) continues to expand its FreeStyle Libre continuous glucose monitoring franchise, including use in type 2 diabetes. Senseonics Holdings, Inc. (SENS - Free Report) markets the implantable Eversense 365 system, giving patients and payers another differentiated continuous glucose monitoring option.

DexCom’s Signal Check Keeps Expectations GroundedThe margin upgrades improve DXCM’s fundamental setup, and earnings estimates have moved higher. Over the past 60 days, estimates for 2026 and 2027 rose 2.7% and 1.2% to $2.65 and $3.08 per share, respectively. The stock, however, trades at 30.7X forward 12-month earnings, above 27.3X for the Zacks sub-industry, 21.2X for the Medical sector and 20.7X for the S&P 500.

Image Source: Zacks Investment Research

DXCM currently carries a Zacks Rank #3 (Hold). Likewise, Abbott and Senseonics carry a Zacks Rank of 3. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Raised guidance and improving estimates support the margin story, but the valuation premium, foreign-exchange pressure and execution demands keep the case balanced rather than decisively bullish.

From a technical perspective, DexCom (DXCM - Free Report) is looking like an interesting pick, as it just reached a key level of support. DXCM recently overtook the 20-day moving average, and this suggests a short-term bullish trend.

The 20-day simple moving average is a well-liked trading tool because it provides a look back at a stock's price over a 20-day period. Additionally, short-term traders find this SMA very beneficial, as it smooths out short-term price trends and shows more trend reversal signals than longer-term moving averages.

The 20-day moving average can show signals that are similar to other SMAs as well. If a stock's price is moving above the 20-day, the trend is considered positive. When the price falls below the moving average, it can signal a downward trend.

DXCM could be on the verge of another rally after moving 17.1% higher over the last four weeks. Plus, the company is currently a Zacks Rank #2 (Buy) stock.

Looking at DXCM's earnings estimate revisions, investors will be even more convinced of the bullish uptrend. There have been 5 revisions higher for the current fiscal year compared to none lower, and the consensus estimate has moved up as well.

With a winning combination of earnings estimate revisions and hitting a key technical level, investors should keep their eye on DXCM for more gains in the near future.

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Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

SAN DIEGO--(BUSINESS WIRE)--Dexcom Reports Second Quarter 2026 Financial Results.

DexCom, Inc. (DXCM) Q2 2026 Earnings Call July 30, 2026 4:30 PM EDT

Company Participants

Sean Christensen - Vice President of Finance and Investor Relations
Jacob Leach - President, CEO & Director
Jereme Sylvain - Executive VP, CFO & Chief Accounting Officer

Conference Call Participants

Travis Steed - BofA Securities, Research Division
Robert Marcus - JPMorgan Chase & Co, Research Division
Matthew Taylor - Jefferies LLC, Research Division
Gursimran Kaur - Wells Fargo Securities, LLC, Research Division
Anna Runci - Piper Sandler & Co., Research Division
Colin Clark - TD Cowen, Research Division
Jayson Bedford - Raymond James & Associates, Inc., Research Division
Marie Thibault - BTIG, LLC, Research Division
Jeffrey Johnson - Robert W. Baird & Co. Incorporated, Research Division
Joanne Wuensch - Citigroup Inc., Research Division
Anthony Petrone - Mizuho Securities USA LLC, Research Division
Michael Polark - Wolfe Research, LLC
Jonathan Block - Stifel, Nicolaus & Company, Incorporated, Research Division
Issie Kirby - Rothschild & Co Redburn, Research Division
Richard Newitter - Truist Securities, Inc., Research Division

Presentation

Operator

Ladies and gentlemen, welcome to the Dexcom Second Quarter 2026 Earnings Release Conference Call. My name is Abby, and I will be your operator for today's call. [Operator Instructions] As a reminder, the conference is being recorded.

I will now turn the call over to Sean Christensen, Senior Vice President of Finance and Investor Relations. Mr. Christensen, you may begin.

Sean Christensen
Vice President of Finance and Investor Relations

Thank you, operator, and welcome to Dexcom's Second Quarter 2026 Earnings Call. Our agenda begins with Jake Leach, Dexcom's President and CEO, who will summarize our recent highlights and ongoing strategic initiatives, followed by a financial review and outlook from Jereme Sylvain, our Chief Financial Officer.

Following our prepared remarks, we will open the call up for your questions. At that time, we ask analysts to limit themselves to one question each so we can provide

The offices of Dexcom in San Diego, California, U.S., June 30, 2026. REUTERS/Mike Blake Purchase Licensing Rights, opens new tab

CompaniesJuly 30 (Reuters) - Medical device maker Dexcom (DXCM.O), opens new tab raised its full-year revenue forecast and beat quarterly estimates ​on Thursday, banking on sustained demand for its ‌continuous glucose monitors that track blood sugar levels, sending shares of the company up ​over 4% in extended trading.

Here are ​the details:

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Rising awareness of diabetes care, ⁠improved insurance coverage and a wider ​consumer shift towards finger-prick-free technology have boosted ​demand for continuous glucose monitors, intensifying competition among market leaders Dexcom, Medtronic (MDT.N), opens new tab and Abbott Laboratories (ABT.N), opens new tab.

Dexcom reported ​second-quarter revenue of $1.31 billion, up 13% ​over a year earlier. Analysts on average had estimated $1.29 ‌billion, ⁠according to data compiled by LSEG.

It posted quarterly adjusted profit of 70 cents per share, compared with the estimate of ​61 cents.

The ​company ⁠expects annual revenue to be between $5.18 billion and $5.25 billion, compared with $5.16 ​billion to $5.25 billion forecast earlier, and ​analysts' ⁠estimate of $5.22 billion.

Dexcom said in May it would appoint two independent directors and ⁠revamp ​a key board committee ​in collaboration with activist investor Elliott Investment Management.

Reporting by Padmanabhan ​Ananthan in Bengaluru; Editing by Shilpi Majumdar

Our Standards: The Thomson Reuters Trust Principles., opens new tab

The first GLP-1 medicine was approved in the U.S. in 2005 for the treatment of type 2 diabetes. Since then, breakthroughs have occurred in the field. Medicines in this class are now indicated for chronic weight management, obstructive sleep apnea, metabolic dysfunction-associated steatohepatitis, and other conditions. Analysts predict that the market for GLP-1 drugs will expand rapidly over the next decade, and several companies could capitalize on it. Let's consider three corporations whose businesses may benefit from the GLP-1 boom to invest in today: Novo Nordisk (NVO +1.22%), Becton, Dickinson and Company (BDX +1.24%), and Dexcom (DXCM +0.39%).

Image source: The Motley Fool.

1. Novo Nordisk Novo Nordisk has been a pioneer in the GLP-1 market. The company's Ozempic and Wegovy -- two GLP-1 medicines -- have become household names. However, the Denmark-based pharmaceutical giant has lost significant market share to its main competitor in this niche, Eli Lilly (LLY -0.87%). That said, Novo Nordisk can still capitalize on the GLP-1 boom over the medium term. In January, Novo Nordisk launched oral Wegovy, the first GLP-1 pill approved for weight loss, and it has been a smashing success. This is a niche of the industry where Novo Nordisk is even beating Eli Lilly. Novo Nordisk also has several products in the pipeline that could gain approval within a few years, helping cement its market position.

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The list includes Amycretin, a dual GLP-1 and amylin agonist. Amycretin has shown highly promising results in early stage studies for weight loss and diabetes, and it could prove even more effective than Wegovy in phase 3 clinical trials. Beyond its core therapeutic area, Novo Nordisk is gradually building a stronger business elsewhere, especially in rare blood diseases. The company has achieved significant clinical wins in this field. Over the next few years, Novo Nordisk could bounce back from the issues it has faced and deliver solid returns, largely thanks to its work in the GLP-1 space.

2. Becton, Dickinson The past five years have been rough for Becton, Dickinson, a medical device specialist. Slow revenue and earnings growth have led to terrible stock market performances for the company. However, Becton, Dickinson is slowly turning things around, and its exposure to the GLP-1 market may help. Becton, Dickinson is a leading manufacturer of self-injection systems (such as prefillable syringes) that patients use to take GLP-1 medicines. As demand for these drugs continues to expand, Becton, Dickinson is also seeing growing sales from that side of its business. Earlier this year, the company announced long-term deals with major pharmaceutical companies for two next-gen GLP-1 programs, which highlights that it has a runway for growth that extends years into the future.

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Becton, Dickinson is investing more to ensure it can tap into this opportunity. In January, it announced a $110 million investment to expand its manufacturing capacity. The company is well-positioned to ride this tailwind, and there are other reasons to buy the stock, especially the dividend. Becton, Dickinson is a Dividend King, a corporation with 50 (or more) years of consecutive dividend increases. The GLP-1 opportunity should help boost sales growth, and Becton, Dickinson's dividend program is likely to remain intact over the long run.

3. Dexcom Dexcom is a major player in the continuous glucose monitoring (CGM) market, helping patients with diabetes track their blood sugar in real time. According to some data, patients on GLP-1s and CGMs can achieve better outcomes -- such as improvements in blood sugar levels -- compared to those using GLP-1s alone. This could lead to higher demand for Dexcom's CGM devices and strengthen the company's competitive advantage. Dexcom's devices, including its G series of CGM systems, are compatible with a range of other devices indicated for diabetes patients, including insulin pens and pumps, among others. The more patients use its CGM systems, the more valuable its ecosystem becomes.

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Dexcom has attractive opportunities ahead. As the company argues, over nine million patients in the U.S. have reimbursement for CGM but have yet to switch to these devices. Meanwhile, the company had a worldwide installed base of 3.5 million as of 2025. Further, the company has expanded its market by launching Stelo. This over-the-counter product can be used even by patients who aren't diabetic. Over the long run, the company should enter new territories and launch newer, better devices, as it has in the past. Dexcom has faced challenges in recent years as sales growth has declined, but its outlook over the next few years appears attractive. Soaring demand for GLP-1 products may help it rebound from recent woes through the associated increased prescriptions for its CGM devices.

Posted by Defense World Staff on Jul 29th, 2026

Dimensional Fund Advisors LP boosted its stake in DexCom, Inc. (NASDAQ:DXCM – Free Report) by 1.3% in the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 1,895,549 shares of the medical device company’s stock after purchasing an additional 23,844 shares during the quarter. Dimensional Fund Advisors LP owned about 0.49% of DexCom worth $119,017,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in DXCM. Norges Bank acquired a new position in DexCom during the fourth quarter worth about $483,356,000. AQR Capital Management LLC lifted its holdings in DexCom by 597.8% during the 4th quarter. AQR Capital Management LLC now owns 3,102,789 shares of the medical device company’s stock worth $205,932,000 after buying an additional 2,658,158 shares during the period. Employees Provident Fund Board acquired a new position in shares of DexCom in the fourth quarter worth approximately $145,352,000. J. Stern & Co. LLP lifted its holdings in DexCom by 2,114.8% in the fourth quarter. J. Stern & Co. LLP now owns 1,601,973 shares of the medical device company’s stock valued at $106,323,000 after buying an additional 1,529,641 shares during the period. Finally, SG Americas Securities LLC lifted its stake in shares of DexCom by 271.4% in the 1st quarter. SG Americas Securities LLC now owns 2,065,277 shares of the medical device company’s stock valued at $129,699,000 after purchasing an additional 1,509,219 shares during the period. 97.75% of the stock is currently owned by institutional investors.

DexCom Trading Up 2.0% Shares of DXCM stock opened at $74.85 on Wednesday. The company has a market capitalization of $28.88 billion, a PE ratio of 31.99, a price-to-earnings-growth ratio of 1.21 and a beta of 1.45. The company has a debt-to-equity ratio of 0.42, a quick ratio of 1.64 and a current ratio of 1.95. The business’s fifty day moving average is $72.79 and its 200 day moving average is $69.01. DexCom, Inc. has a 52-week low of $54.11 and a 52-week high of $89.98.

DexCom (NASDAQ:DXCM – Get Free Report) last issued its quarterly earnings data on Thursday, April 30th. The medical device company reported $0.56 EPS for the quarter, topping the consensus estimate of $0.47 by $0.09. DexCom had a return on equity of 33.33% and a net margin of 19.31%.The company had revenue of $1.19 billion during the quarter, compared to analyst estimates of $1.17 billion. During the same quarter in the previous year, the firm earned $0.32 earnings per share. DexCom’s revenue was up 15.0% on a year-over-year basis. On average, equities research analysts anticipate that DexCom, Inc. will post 2.57 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth A number of research analysts recently issued reports on DXCM shares. Mizuho boosted their target price on shares of DexCom from $85.00 to $90.00 and gave the company an “outperform” rating in a research report on Wednesday, July 15th. Citigroup reiterated a “buy” rating and set a $84.00 price target (up from $79.00) on shares of DexCom in a report on Thursday, May 28th. Wall Street Zen lowered shares of DexCom from a “strong-buy” rating to a “buy” rating in a research note on Sunday, May 10th. Sanford C. Bernstein set a $77.00 target price on DexCom in a research report on Friday, May 1st. Finally, Barclays restated an “underweight” rating and set a $64.00 price target (down from $67.00) on shares of DexCom in a research note on Monday, May 18th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $85.40.

View Our Latest Report on DXCM

Insider Transactions at DexCom In other DexCom news, Director Mark G. Foletta sold 4,000 shares of DexCom stock in a transaction that occurred on Monday, June 15th. The stock was sold at an average price of $74.13, for a total value of $296,520.00. Following the transaction, the director directly owned 52,852 shares of the company’s stock, valued at $3,917,918.76. The trade was a 7.04% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Michael Jon Brown sold 1,700 shares of the company’s stock in a transaction that occurred on Monday, June 15th. The shares were sold at an average price of $75.55, for a total value of $128,435.00. Following the transaction, the executive vice president owned 106,353 shares of the company’s stock, valued at approximately $8,034,969.15. This represents a 1.57% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders sold 98,506 shares of company stock worth $7,205,258. Company insiders own 0.28% of the company’s stock.

About DexCom (Free Report)

DexCom, Inc is a medical device company that develops, manufactures and distributes continuous glucose monitoring (CGM) systems for people with diabetes. Its products are designed to provide near real-time glucose readings, trend information and alerts to help patients and clinicians manage insulin dosing and reduce hypoglycemia and hyperglycemia. The company’s offerings combine wearable glucose sensors, wireless transmitters and software applications that deliver data to smartphones, dedicated receivers and cloud-based platforms for remote monitoring.

Founded in 1999 and headquartered in San Diego, California, DexCom has focused its business on advancing CGM technology and expanding clinical use beyond traditional insulin-dependent populations.

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The market expects DexCom (DXCM - Free Report) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended June 2026. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.

The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on July 30. On the other hand, if they miss, the stock may move lower.

While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.

Zacks Consensus EstimateThis medical device company is expected to post quarterly earnings of $0.61 per share in its upcoming report, which represents a year-over-year change of +27.1%.

Revenues are expected to be $1.3 billion, up 11.9% from the year-ago quarter.

Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 0.07% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.

Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change.

Price, Consensus and EPS Surprise

Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction).

The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.

Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.

A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.

Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).

How Have the Numbers Shaped Up for DexCom?For DexCom, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, suggesting that analysts have recently become bearish on the company's earnings prospects. This has resulted in an Earnings ESP of -1.36%.

On the other hand, the stock currently carries a Zacks Rank of #2.

So, this combination makes it difficult to conclusively predict that DexCom will beat the consensus EPS estimate.

Does Earnings Surprise History Hold Any Clue?Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.

For the last reported quarter, it was expected that DexCom would post earnings of $0.47 per share when it actually produced earnings of $0.56, delivering a surprise of +19.15%.

Over the last four quarters, the company has beaten consensus EPS estimates four times.

Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.

That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.

DexCom doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.

Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.

PHILADELPHIA--(BUSINESS WIRE)--Investor litigation firm Kaskela Law announces that it is investigating DexCom, Inc. (Nasdaq: DXCM) on behalf of the company's long-term investors. Click here for additional information: https://kaskelalaw.com/case/dexcom-inc/ Recently a securities fraud complaint was filed against DexCom on behalf of investors who purchased shares of the company's stock between January 8, 2024 and September 17, 2025 (the “Wrongdoing Period”). According to the complaint, during th.

Po týdnech zvýšené volatility v sektoru umělé inteligence hledají investoři čím dál častěji příležitosti mimo nejpopulárnější technologické tituly. Analytici Goldman Sachs proto sestavili seznam společností, které mohou nabídnout atraktivní růst bez přímé závislosti na AI boomu. Mezi favority zařadili firmy těžící ze silných spotřebitelských výdajů, rozmachu cestovního ruchu, zábavního průmyslu či finančních služeb, ale také kvalitní společnosti, jejichž ocenění podle banky neodpovídá jejich fundamentům.

Goldman Sachs se zaměřil na akcie mimo sektor s umělou inteligencí poté, co s ním týdny zmítá volatilita. „Zatímco mnoho správců fondů si zachovalo býčí fundamentální pohled na komplex AI infrastruktury, nedávná volatilita ztížila držení tohoto názoru,“ napsali analytici Goldman Sachs v čele s Benem Sniderem po pátečním uzavření trhu. „Také naše rozhovory s investory se točily kolem výzvy najít investiční příležitosti, které nejsou spojeny s umělou inteligencí.“

Goldman Sachs se tak zaměřil na alternativní investiční témata, mezi nimiž jsou společnosti vázané na spotřebitelské výdaje a vysoce ziskové společnosti obchodované s výraznými slevami. V tabulce, kterou sestavila CNBC, najdete pět společností z obou těchto skupin:

Sázky na štědré výdaje spotřebitelů

Formula One Group Series, akcie vlastněné společností Liberty Media, odrážejí ekonomický zájem o komerční provoz mistrovství světa Formule 1 FIA. Morgan Stanley začátkem tohoto měsíce znovu označila Formuli 1 za nejlepší volbu s cílovou cenou 120 dolarů (což implikuje 21% nárůst oproti pondělnímu uzavření). Analytik Sean Differley označil tento sport za „nedostatečně monetizovaný“ a zdůraznil růstové příležitosti v USA a Číně. Podle údajů LSEG ji 11 ze 13 analytiků, kteří se zabývají Formulí 1, hodnotí doporučením nákup nebo silný nákup.

Live Nation se dostal mezi tipy Goldman Sachs, protože poptávka po živých akcích nadále roste. UBS ve zprávě zveřejněné v pondělí zvýšila cílovou cenu pro Live Nation na 208 dolarů, což naznačuje 15% růst. „Očekáváme, že poptávka po živých akcích zůstane celosvětově silná s dvojciferným růstem fanoušků,“ napsal analytik UBS Batya Levi.

U Walt Disney má 36 analytiků ze 40 doporučení „koupit“ s průměrnou cílovou cenou 129 USD, což naznačuje potenciální zhodnocení o 34 %. Příjmy z reklamy by mělo podpořit jak fotbalové mistrovství světa, tak vyšší výdaje na politické kampaně. Pokles příjmů z tradiční televizní distribuce se zmírňuje díky pomalejšímu odlivu předplatitelů placené televize a ziskovost streamovacích platforem se dále zlepšuje. Na druhou stranu investory znepokojuje konsolidace v tomto sektoru i dlouhodobé dopady AI.

Las Vegas Sands doporučuje 15 analytiků z 21 kupovat s průměrnou 12měsíční cílovou cenou 65,4 USD, což naznačuje potenciál růstu o 44 %. Investice společnosti Sands do neherních aktivit v Macau a Singapuru by měly podpořit návratnost vloženého kapitálu. Oživení cestovního ruchu vedlo k růstu návštěvnosti i příjmů z masového a VIP segmentu. A rozhodnutí Sands upřednostnit návrat kapitálu akcionářům namísto snahy o získání licence v New Yorku se projevilo navýšením programu zpětného odkupu akcií o 1,3 miliardy dolarů a zvýšením dividendy o 20 %.

U hotelového řetězce Marriott International v pátek Morgan Stanley zvýšila cenový cíl z 353 dolarů na 380 dolarů, což oproti pondělnímu uzavření obchodu znamená nárůst o přibližně 4 %. „Společnost Marriott za posledních 10 let transformovala své podnikání, zbavila se vlastněných nemovitostí, odkoupila časově sdílená aktiva a změnila manažerské smlouvy tak, aby byly variabilnější,“ napsal analytik Morgan Stanley Stephen Grambling. „Domníváme se, že tyto změny dramaticky snižují cykličnost, což by mělo vést k dalšímu přehodnocení ratingu.“

Zlevněné hvězdy

Výrobce zařízení pro sledování hladiny cukru v krvi Dexcom vstupuje do výsledkové sezony s potenciálem pozitivního překvapení, domnívá se Bloomberg. Silná adopce senzoru G7 15 Day, růst dodávek a možné získávání podílu na trhu vytvářejí prostor pro překonání odhadů i případné zvýšení výhledu. Z 27 analytiků, kteří akcii pokrývají, jich má 24 nákupní doporučení. Průměrná cílová cena 86 USD naznačuje růst o 15 %.

Akcie MSCI nabízejí podle Goldmanů silný růst zisků, když jejich návratnost v poslední době zaostávala a nyní se obchodují „s velkou slevou“. Jefferies ji začala sledovat s doporučením nákup a stanovila u ní cenový cíl 760 dolarů, což znamená téměř 22% růst oproti pondělnímu uzavření. Analytik Surinder Thind uvedl, že tento globální poskytovatel indexů je obzvláště atraktivní díky „silné konkurenční výhodě, rozšiřování klientské základny, rostoucí expozici na soukromé trhy, viditelně opakujícím se výnosům a omezenému riziku narušení umělé inteligence“.

U Visy má 48 analytiků, kteří tuto platební společnost pokrývá, 46 nákupní doporučení, přičemž průměrná cílová cena se pohybuje o 14 % nad současnou tržní cenou. Rozdělení platebního ekosystému Visy na samostatné služby by jí mohlo zvýšit výnosy na více než 15,4 miliardy dolarů do roku 2027 oproti 10,8 miliardám dolarů v roce 2025. Tyto služby by tak tvořily přibližně 31 % celkových tržeb společnosti. Přestože tato strategie může působit riskantně, mohla by tím rozšířit své postavení napříč alternativními platebními řešeními, jako jsou digitální peněženky, domácí platební schémata nebo převody z účtu na účet.

Stavební společnost Sterling Infrastructures pokrývá jen 8 analytiků, zato všichni u ní mají nákupní doporučení s průměrnou cílovou cenou 953 USD, což naznačuje růst o 37 %. Firma má ale zároveň velmi silnou divizi E-Infrastructure Solutions, která se zaměřuje na specializovanou infrastrukturní výstavbu pro kritická odvětví a která by si mohla zapsat raketový růst díky boomu AI infrastruktury. I přes pokles v posledních týdnech si tato akcie za letošní rok připsala již 118% růst. Hlavním omezením dalšího růstu nebudou zakázky ani poptávka, ale výrobní a realizační kapacity společnosti. Společnost zakončila první čtvrtletí roku 2026 s čistou hotovostí 224 milionů USD a nadále stabilně generuje silný cash flow.

Booking sleduje 41 analytiků, přičemž 39 z nich ho doporučuje nakupovat s průměrnou cílovou cenou 221 USD, která by mohla vynést dalších 24 %. Poptávka po cestování zůstává navzdory ekonomickým a geopolitickým výkyvům velmi odolná. Zároveň firma intenzivně investuje do AI, kterou chce využít při plánování cest, personalizaci nabídek i zákaznické podpoře, aby si udržela konkurenceschopnost v rychle se měnícím prostředí cestovního ruchu.

16.7.2026 22:00

Negativní sentiment se před koncem obchodní seance ještě více prohloubil. Může za to silný pokles technologického giganta Google, u kterého přišla zpráva, že je v několikaměsíčním zpoždění s vydáním nové vlajkové AI verze Geminy Pro 3.5. V prostředí velké konkurence to může mít neblahý efekt ztráty poptávky. Akcie Alphabet končí silnou ztrátou –4,43 %.

Nevalný výsledek zažil i čipový sektor, kde velkou váhu poklesu má na svědomí Micron -5,65 % či AMD -5,33 %.

Oproti tomu se dařilo defenzivním sektorům spotřebního zboží či služeb. McDonald přidal slušných +3,04 %, PepsiCo též +2,97 % a například kartová asociace Mastercard +3,04 %.

Ropa WTI stále mírně ztrácela -0,75 %. Negativní vývoj na burze tedy dnes nebyl ovlivněn negativní geopolitickou situací.

Index Dow Jones -0,2 % na 52553,62 b.
S&P 500 -0,51 % na 7533,89 b.
Nasdaq Composite -1,47 % na 25881,95 b.

Index S&P 500 -0,51 % na 7533,89 b. Nejsilnější sektory S&P Změna Nejslabší sektory S&P Změna Nezbytná spotřeba +2,9 % Komunikační služby -2,8 % Zdravotní péče +2,2 % Informační technologie -1,8 % Reality +2,1 % Zbytná spotřeba -0,3 % Nejsilnější akcie S&P Změna Nejslabší akcie S&P Změna Abbott Laboratories (ABT) +11 % Sandisk Corp (SNDK) -13 % JB Hunt Transport Services (JBHT) +8,0 % Seagate Technology Holdings (STX) -10,0 % Fedex Freight Holding (FDXF) +7,5 % Corning (GLW) -9,2 % Erie Indemnity (ERIE) +7,5 % Western Digital Corp (WDC) -9,2 % Dexcom (DXCM) +7,2 % Marvell Technology (MRVL) -8,7 %
Jan Pazourek, Fio banka, a.s.

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Dexcom G7 15 Day is the longest‑lasting and most accurate1-4 CGM system authorized by Health Canada, providing real-time glucose readings for an industry-leading 15.5 days5.

BURNABY, British Columbia--(BUSINESS WIRE)--Dexcom, Inc. (NASDAQ: DXCM), the global leader in glucose biosensing, announced today that Health Canada has authorized the Dexcom G7 15 Day Continuous Glucose Monitoring System (CGM) for people 18 years and older living with diabetes.

Dexcom G7 15 Day is the longest‑lasting and most accurate1-4 CGM system authorized by Health Canada, providing real‑time glucose readings for an industry‑leading 15.5 days5. Building on the performance of Dexcom CGM which is clinically proven to lower A1C and increase time in range6-10, Dexcom G7 15 Day sets a new standard in CGM technology that’s easy to use, painless to insert* and requires fewer sensor changes per month.

Diabetes is a complex and challenging condition that affects more than four million Canadians11 and requires around-the-clock management of glucose levels and decision‑making to manage safely.

“Small improvements can make a meaningful difference for people living with diabetes. Dexcom G7 15 Day reflects our ongoing commitment to simpler, more seamless diabetes management,” said André Côté, Vice President and General Manager, Dexcom Canada.

New with Dexcom G7 15 Day:

Longest lasting CGM system with 15.5 days of wear.5 Best-in-class accuracy with an overall MARD of 8.0%.1-4 Easier glucose management with fewer monthly sensor changes and reduced waste. Dexcom G7 features included with Dexcom G7 15 Day:

The only waterproof† CGMs available Direct to Apple Watch‡ connectivity, so you can leave your phone behind and still see your glucose numbers. 12-hour grace period to replace finished sensors for a more seamless transition between sessions. Innovative and simple mobile app with Dexcom Clarity integration to easily view glucose patterns, trends and statistics for meaningful conversations with your healthcare provider.§ Ability to remotely share glucose numbers with caregivers and loved ones for added support and peace of mind. ||,12 Customizable alert settings for improved discretion and personalized diabetes management. While authorized by Health Canada, Dexcom G7 15 Day is not yet available for purchase. André Côté shares, “Our focus is on ensuring that when the product becomes available, Canadians living with diabetes and their healthcare providers have the support, education, and experience they need from day one. We look forward to sharing more details as we move closer to availability.”

Visit Dexcom.com to get started with Dexcom G7 today, and register your details to opt in and receive information when Dexcom G7 15 Day becomes available.

About Dexcom

Dexcom empowers people to take control of health through innovative biosensing technology. Founded in 1999, Dexcom has pioneered and set the standard in continuous glucose monitoring for more than 25 years. Its technology has transformed how people manage diabetes and track their glucose, helping them feel more in control and live more confidently.

Dexcom. Discover what you’re made of. For more information, visit www.dexcom.com.

Category: IR

* 96% of patients reported mild/no pain.

† The Dexcom G7 Sensor is waterproof and may be submerged under eight feet of water for up to 24 hours without failure when properly installed.

‡ Smart devices sold separately. To view a list of compatible devices, visit dexcom.com/compatibility. Compatible smartphone is required to pair a new Dexcom G7 sensor with a compatible Apple Watch.

§ An internet connection is required for users to send their glucose data to Dexcom Clarity via a compatible smart device: dexcom.com/compatibility. Healthcare providers will only be able to view a patient’s glucose data if the patient elects to share it with them through Dexcom Clarity.

|| Separate Dexcom Follow app and internet connection required. Users should always confirm readings on the Dexcom G7 app or receiver before making treatment decisions.

1 Garg SK, et al. Diabetes Technol Ther. 2025;27(6):413-502.

2 Dexcom G7 15 Day User Guide.

3 FreeStyle Libre 3+ User Manual.

4 Medtronic Guardian Sensor User Guide.

5 Dexcom, Data on File, 2025.

6 Beck RW, et al. JAMA. 2017;317(4):371-378.

7 Beck RW, et al. Ann Intern Med. 2017;167(6):365-374.

8 Martens T, et al. JAMA. 2021;325(22):2262-2272.

9 Laffel LM, et al. JAMA. 2020;323(23):2388-2396.

10 Welsh JB, et al. J Diabetes Sci Technol. 2024;18(1):143-147.

11 Diabetes Canada. Diabetes in Canada. https://www.diabetes.ca/advocacy-policies/advocacy-reports/national-and-provincial-backgrounders/diabetes-in-canada. Accessed May 7, 2026.

12 Polonsky WH, Fortmann AL. Diabetes Technol Ther. 2021;23(3):195-202.

More News From DexCom, Inc.

Back to Newsroom

SAN DIEGO--(BUSINESS WIRE)--DexCom, Inc. (NASDAQ:DXCM) today announced that it plans to release its second quarter 2026 financial results after market close on Thursday, July 30, 2026. Management will hold a conference call to review the company's second quarter 2026 performance starting at 4:30 p.m. (Eastern Time) on the same day. The conference call will be concurrently webcast. The link to the webcast will be available on the Dexcom investor relations website at investors.dexcom.com and will.

Key Takeaways DexCom sees CGM expansion, G7 15 Day adoption and global growth supporting future performance.DXCM expanded non-insulin coverage, while low CGM penetration leaves room for multiyear growth.DexCom faces risks from CMS timing, input cost inflation and a maturing U.S. CGM market. DexCom, Inc. (DXCM - Free Report) is well positioned for growth in the coming quarters, supported by the significant potential of the continuous glucose monitoring (CGM) market. A strong first-quarter 2026 performance and a robust international foothold are expected to contribute further. Risks related to stiff competition persist.

This Zacks Rank #3 (Hold) company’s shares have gained 7.3% so far this year against the industry’s 12.4% decline. The S&P 500 Index has gained 9.4% in the same time frame.

DXCM, a renowned medical device company and provider of CGM systems, has a market capitalization of $27.49 billion. It projects a 23.6% growth rate over the next five years and anticipates maintaining a strong performance going forward.

DexCom’s earnings surpassed the Zacks Consensus Estimate in each of the trailing four quarters, the average surprise being 9.37%.

Image Source: Zacks Investment Research

Let’s delve deeper.

Positive DriversType 2 Non-Insulin Expansion Represents Untapped Growth Opportunity: DexCom's biggest long-term catalyst remains the rapid expansion of CGM into the type 2 diabetes population not using insulin. During the quarter, the company expanded commercial coverage to more than 7 million non-insulin lives through the addition of Prime Therapeutics and reiterated that CMS reimbursement may start soon.

Management also expects the upcoming randomized controlled trial to reinforce the strong real-world evidence showing meaningful A1c reductions, potentially accelerating payer adoption globally. Since only about 30% of currently covered patients are using CGM, penetration remains low despite expanding reimbursement. If Medicare coverage eventually follows commercial payers, DexCom would gain access to millions of additional patients, creating a durable multiyear volume growth engine rather than a short-term sales catalyst.

G7 15-Day Launch Strengthens Competitive Position: The successful rollout of the Dexcom G7 15 Day system represents more than a routine product refresh. Longer wear time, improved sensor algorithms and better reliability are already driving higher customer satisfaction, stronger new patient starts and conversion of existing users.

Management expects nearly 50% of the installed base to migrate to the 15-day platform by year-end, improving customer retention while supporting manufacturing efficiencies. The launch also reinforces DexCom's ability to compete on product innovation rather than pricing, an increasingly important differentiator as the CGM market becomes more competitive.

Combined with upgraded adhesive technology, AI-powered software enhancements and Smart Basal functionality, DexCom is building a comprehensive ecosystem that could improve customer value while strengthening physician preference over competing platforms.

Robust Growth in International Markets: International operations continue to diversify DexCom's growth profile, reducing dependence on the mature U.S. diabetes market. International revenues grew 26% reportedly and 17% on an organic basis, driven by reimbursement expansion in markets such as France and Canada, while management highlighted additional payer wins expected throughout 2026.

Rather than relying on a single flagship product, DexCom is tailoring multiple products (including Stelo and a new CGM platform) to different reimbursement systems and customer segments across Europe and Asia-Pacific. This portfolio strategy is helping the company win tenders, convert previously exclusive contracts into dual-source agreements and steadily gain market share. As reimbursement expands globally, international markets could remain one of DexCom's fastest-growing businesses over the next several years.

RisksUncertain CMS Reimbursement Decisions: Although management repeatedly expressed confidence that Medicare reimbursement for non-insulin type 2 patients is inevitable, the timing remains entirely outside the company's control. Management acknowledged that CMS could impose eligibility requirements before approving coverage, while investors continue to view the decision as a major binary catalyst.

Because the opportunity represents one of DexCom's largest future growth drivers, any prolonged regulatory delay would postpone patient adoption, physician prescribing and revenue acceleration. Even if coverage is eventually approved, implementation timing and reimbursement criteria could influence the pace of uptake. Consequently, a meaningful portion of DexCom's long-term growth narrative still depends on external reimbursement decisions that management cannot directly influence.

Rising Input Cost Inflation Threatens Further Margin Expansion: Despite reporting excellent first-quarter profitability, DexCom deliberately maintained its gross margin guidance because of growing geopolitical uncertainty. Management estimates that rising oil prices, resin costs and freight expenses could create a 50-100 basis point gross margin headwind during the remainder of 2026.

Since CGM sensors rely heavily on petroleum-derived materials and global logistics, sustained commodity inflation could offset manufacturing productivity gains. While operational execution currently remains strong, prolonged geopolitical disruptions affecting shipping routes or raw material availability may pressure production costs and delay further margin expansion. As DexCom continues ramping up manufacturing capacity globally, maintaining cost discipline will become increasingly important for preserving profitability.

U.S. CGM Market Growth May Moderate as Penetration Matures: Although DexCom reported a global record for new patient additions, management acknowledged that U.S. patient starts were only close to a record, highlighting the increasingly mature nature of the domestic CGM market. Several analysts questioned whether overall U.S. market growth is slowing as major reimbursement expansions become less frequent.

Management's guidance also assumes continued coverage gains and sustained patient acquisition momentum throughout the year. If physician adoption slows or newly covered populations convert more gradually than anticipated, domestic revenue growth could remain below historical double-digit levels. This makes continued innovation, broader reimbursement and higher patient retention increasingly critical for sustaining DexCom's long-term growth trajectory.

Estimate TrendDexCom has witnessed a positive estimate revision trend for 2026. In the past 60 days, the Zacks Consensus Estimate for 2026 earnings per share has moved north 1 cent to $2.57.

The consensus mark for the company’s second-quarter revenues is pegged at $1.3 billion, indicating an 11.9% improvement from the year-ago quarter’s reported number. The consensus estimate for second-quarter earnings is pinned at 61 cents per share, implying an improvement of 25% year over year.  

Stocks to ConsiderSome better-ranked stocks from the broader medical space are Globus Medical (GMED - Free Report) , West Pharmaceutical (WST - Free Report) and Intuitive Surgical (ISRG - Free Report) .

Globus Medical, currently carrying a Zacks Rank #2 (Buy), reported a first-quarter 2026 adjusted earnings per share (EPS) of $1.12, which surpassed the Zacks Consensus Estimate by 22.1%. Revenues of $759.9 million beat the Zacks Consensus Estimate by 4.0%. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

GMED has an estimated long-term earnings growth rate of 10.2% compared with the industry’s 12.5% growth. The company’s earnings beat estimates in each of the trailing four quarters, the average surprise being 26.26%.

West Pharmaceutical, currently carrying a Zacks Rank #2, reported first-quarter 2026 EPS of $2.13, which beat the Zacks Consensus Estimate by 26.8%. Revenues of $844.9 million surpassed the Zacks Consensus Estimate by 8.5%.

WST has an estimated long-term earnings growth rate of 13.9% compared with the industry’s 9.6% growth. The company’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 19.37%.

Intuitive Surgical, carrying a Zacks Rank of 2 at present, reported first-quarter 2026 adjusted EPS of $2.50, which beat the Zacks Consensus Estimate by 20.2%. Revenues of $2.77 billion surpassed the Zacks Consensus Estimate by 6.2%.

ISRG has a long-term estimated growth rate of 14.3% compared with the industry’s 12.5% growth. The company’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 16.8%.

DexCom faces a pivotal transition as GLP-1 adoption threatens its core insulin-treated diabetes market. DXCM aims to expand CGM adoption to Type 2 non-insulin patients, but commercial uptake remains unproven despite positive clinical trial results. At 28x earnings, DXCM's valuation is not demanding, yet offers limited upside given execution risks and the need for evidence of new market penetration.

Key Takeaways DexCom will roll out its redesigned Stelo app in the United States starting in July.Stelo is expected to launch in four international markets later this year, with more expansion to 2027.DexCom gained FDA clearance for Stelo use in children aged 2 and older who are not using insulin. DexCom (DXCM - Free Report) recently announced that it will begin rolling out its fully reimagined Stelo app experience in the United States starting in July. The updated app, available for Apple iPhone and Android users, is designed to make glucose insights more accessible and actionable for individuals seeking to better understand their metabolic health.

Alongside the app launch, DexCom reiterated its plans to expand Stelo internationally. The platform is expected to launch in the United Kingdom, Australia, New Zealand and South Korea later this year, with further expansion continuing into 2027. The updates were highlighted as part of a broader set of milestones shared by the company at Aspen Ideas: Health.

Per management, glucose is relevant to everyone, and a better understanding of glucose patterns can help prevent serious health complications. The company is working to expand access to glucose biosensing to bring preventive, personalized care closer to reality and make the Stelo app experience more approachable with real-time insights that help people act earlier, before disease takes hold.

Likely Trend of DXCM Stock Following the NewsFollowing the announcement, DXCM shares lost 0.2% at yesterday’s closing. Year to date, the stock has gained 3.8% against the industry’s 18.3% decline. The S&P 500 has risen 7.4% in the same timeframe.

The rollout of the redesigned Stelo app and the planned international expansion may strengthen DexCom’s position in the growing glucose monitoring and metabolic health market. By enhancing the user experience and extending access to new geographic markets, the company is broadening the appeal of its Stelo platform beyond traditional diabetes management. The developments could support long-term revenue growth while reinforcing DexCom’s leadership in glucose biosensing technology.

DXCM currently has a market capitalization of $26.65 billion.

Image Source: Zacks Investment Research

More on the NewsThe reimagined Stelo app has been developed to help users better understand how everyday factors such as food, physical activity, sleep and stress affect their glucose levels and overall well-being. The updated experience aims to simplify glucose data and provide insights that are easier to interpret and act upon, supporting the growing shift toward preventive and personalized healthcare.

In addition to the app rollout, DexCom highlighted the recent FDA clearance of the Stelo for pediatric use. The recent clearance expanded its indication from adults aged 18 and older not using insulin to include children aged 2 years and older who are not using insulin. The approval comes as youth-onset Type 2 diabetes and metabolic syndrome continue to rise in the United States, providing families with greater access to glucose insights and improving metabolic health awareness from an early age.

Industry Prospects Favoring the MarketGoing by the data provided by Grandview Research, the continuous glucose monitoring (CGM) devices market was valued at $15.47 billion in 2026 and is expected to witness a CAGR of 15.1% through 2033.

Factors like the growing cases of diabetes, the increasing adoption of CGM devices, growing clinical needs, technological innovation and shifting care models are boosting the market’s growth.

Other NewsAt the recent Investor Day event, DexCom unveiled its next-generation CGM, the Dexcom G8 system, which is expected to be launched in late 2027 or early 2028. Features include step change improvement in glucose performance, a 50% smaller form factor than Dexcom G7 and advanced sensing capabilities.

DXCM’s Zacks Rank & Key PicksDexCom currently carries a Zacks Rank #3 (Hold).

Some better-ranked stocks from the broader medical space are BrightSpring Health (BTSG - Free Report) , Globus Medical (GMED - Free Report) and Intuitive Surgical (ISRG - Free Report) .

BrightSpring Health, currently sporting a Zacks Rank #1 (Strong Buy), reported first-quarter 2026 adjusted earnings per share (EPS) of 39 cents, which beat the Zacks Consensus Estimate by 34.5%. Revenues of $3.61 billion surpassed the Zacks Consensus Estimate by 8.35%. You can see the complete list of today’s Zacks #1 Rank stocks here.

BrightSpring Health has an estimated long-term earnings growth rate of 46.5%. BTSG’s earnings surpassed estimates in three of the trailing four quarters and missed once, the average surprise being 14.6%.

Globus Medical, currently carrying a Zacks Rank #2 (Buy), reported a first-quarter 2026 adjusted EPS of $1.12, which surpassed the Zacks Consensus Estimate by 22.1%. Revenues of $759.9 million beat the Zacks Consensus Estimate by 4.0%.

GMED has an estimated long-term earnings growth rate of 10.2%. The company’s earnings beat estimates in each of the trailing four quarters, the average surprise being 26.3%.

Intuitive Surgical, carrying a Zacks Rank #2 at present, reported first-quarter 2026 adjusted EPS of $2.50, which beat the Zacks Consensus Estimate by 20.2%. Revenues of $2.77 billion surpassed the Zacks Consensus Estimate by 6.2%.

Intuitive Surgical has a long-term estimated growth rate of 14.3%. ISRG’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 16.8%.

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Stock to Watch: DexCom (DXCM - Free Report) San Diego, CA-based DexCom, Inc. is a medical device company focused on the design, development and commercialization of continuous glucose monitoring systems (CGM). These are for ambulatory use by people with diabetes and by healthcare providers for the treatment of diabetic and non-diabetic patients.

DXCM is a #3 (Hold) on the Zacks Rank, with a VGM Score of A.

Additionally, the company could be a top pick for growth investors. DXCM has a Growth Style Score of A, forecasting year-over-year earnings growth of 23.4% for the current fiscal year.

10 analysts revised their earnings estimate higher in the last 60 days for fiscal 2026, while the Zacks Consensus Estimate has increased $0.09 to $2.58 per share. DXCM also boasts an average earnings surprise of +9.4%.

With a solid Zacks Rank and top-tier Growth and VGM Style Scores, DXCM should be on investors' short list.