$DXCM

24 stories mentioning DXCMUpdated 4d ago

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Research Alert: CFRA Maintains Hold Rating On Shares Of Dexcom, Inc.

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lower our 12-month price target by $1 to $67, 26.1x our 2026 EPS estimate (up $0.08 to $2.57; 2027 estimate up $0.06 to $3.05), below DXCM's one-year historical forward average of 34.2x and well below the three-year average of 56.6x, to reflect stronger competition within the continuous glucose monitoring space and uncertain insurance coverage and rebate dynamics, in our view. DXCM recently launched the G7 15-day continuous glucose monitoring (CGM) system in the U.S., which offers users a longer-wear time between devices and increased accuracy, per DXCM. The company expects close to half of its U.S. base to convert to the new device by year-end 2025. We think the addressable market for DXCM is large and far from saturated, but a slower sales growth rate is a concern, which we attribute to market share losses and slow progress in gaining additional insurance coverage approvals.

$DXCM

Wire98d ago

DexCom Medicare Coverage NCD Remains Biggest 2026 Catalyst, RBC Says

DexCom (DXCM) added record new patient starts globally in Q1, while the Continuous Glucose Monitoring National Coverage Determination remains the single biggest potential catalyst in 2026 and key driver of future growth, RBC Capital Markets said.The brokerage said in a Thursday note that the US CGM penetration remains only around 30% of covered lives, leaving substantial room for growth even before any incremental coverage expansion.DexCom reiterated its 2026 revenue guidance despite the Q1 beat being largely driven by foreign exchange. It also reaffirmed its 11% to 13% growth outlook, which includes about 100 basis points of contribution from Stelo, RBC said.While investors remain focused on slowing U.S. growth, DexCom reported "very close to a record" new patient starts in the US, with sequential improvement supported by the 15-day G7 rollout and ongoing CGM adoption, the brokerage added.RBC said the company's May 14 Investor Day is a key upcoming catalyst. It estimates 2026 revenue of $5.22 billion and EPS of $2.56, up 12% and 23% year over year, respectively.The firm reiterated its outperform rating and a $85 price target on DexCom.Price: $60.72, Change: $+1.17, Percent Change: +1.96%

$DXCM

Wire98d ago

JPMorgan Adjusts DexCom Price Target to $65 From $75

DexCom (DXCM) has an average rating of overweight and mean price target of $84.39, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://finwires.com/en/contact)Price: $61.53, Change: $+1.98, Percent Change: +3.32%

$DXCM

Research99d ago

Research Alert: Dxcm: Margin Expansion Highlights Q1 Eps Beat

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:DXCM delivered Q1 2026 sales growth of 15% Y/Y (12% organic growth) to $1.192B due to 11% U.S. growth and 26% international growth, with adjusted EPS of $0.56 rising 75% from the prior-year period. Adjusted operating margin expanded 840 bps Y/Y to 22.2%, supported by 600 bps of gross margin improvement to 63.5% on favorable product mix and operational efficiency initiatives. The recent U.S. launch of the G7 15-day CGM system offers users longer wear time between devices and increased accuracy, while new Smart Meal Logging capabilities were rolled out for Stelo OTC product for non-insulin users. Management raised 2026 adjusted operating margin guidance to 23%-23.5%, while reaffirming revenue guidance of $5.16B-$5.25B. With $2.42B in cash and equivalents and negative net debt, DXCM maintains substantial financial flexibility, in our view. We anticipate a more detailed overview of DXCM's long-term strategic outlook at the upcoming Shareholder/Analyst Day on May 27.

$DXCM

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