DexCom, Inc.

DexCom, Inc.

DexCom, Inc. (DXCM) designs and sells continuous glucose monitoring (CGM) systems used by people with diabetes and healthcare providers. Its product suiteโ€”sensors, transmitters and supporting softwareโ€”aims to provide realโ€‘time glucose readings and trend data, with recurring revenue from consumable sensors and subscription services. Key positives include strong adoption in type 1 diabetes, a growing addressable market among type 2 patients, ongoing product upgrades (including smaller form factors) and partnerships with insulinโ€‘delivery firms. Risks include competitive pressure (from established medical device makers and newer entrants), reimbursement and regulatory outcomes across markets, supply chain constraints and the potential for device recalls or pricing pressure. With a market capitalisation around $27.4bn, DexCom is often viewed as a growthโ€‘oriented medical device company; investors should weigh revenue visibility from consumables against execution and regulatory risks. This is general information only, not personalised investment advice; returns are not guaranteed and share values can fall as well as rise.

Why It's Moving

DexCom, Inc.

Dexcom Sparks Optimism with Q4 Revenue Beat and Robust 2026 Outlook

Dexcom capped 2025 with preliminary Q4 revenue of $1.26 billion, topping estimates and signaling robust demand for its continuous glucose monitoring tech. The company unveiled a promising 2026 outlook, including non-GAAP gross margins of 63-64% and operating margins of 22-23%, fueling investor confidence in sustained innovation.
Sentiment:
๐ŸƒBullish
  • Q4 revenue hit $1.26B, exceeding expectations by 0.64% and up from $1.11B last year, highlighting accelerating CGM adoption.
  • Earnings surprised positively by 4.62% with EPS of $0.61 versus $0.57 anticipated, beating consensus three of the last four quarters.
  • CEO Jake Leach praised the G7 15-Day sensor launch and clinical momentum, positioning Dexcom for extended growth through 2026 innovations.

When is the next earnings date for DexCom, Inc. (DXCM)?

DexCom's next earnings release is scheduled for Thursday, February 12, 2026, after market close, accompanied by a conference call at 4:30 p.m. Eastern Time. This report will cover the fourth quarter and full fiscal year 2025, ending December 31, 2025. Investors should monitor for the official release and any preliminary results in advance.

Stock Performance Snapshot

Buy

Analyst Rating

Analysts recommend buying DexCom's stock as it has a target price of $86.89, indicating growth potential.

Above Average

Financial Health

DexCom is successfully generating strong revenue and cash flow, reflecting its solid market position.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

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Why Youโ€™ll Want to Watch This Stock

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Recurring revenue growth

Consumable sensors and subscription services support revenue predictability, though sales can fluctuate with reimbursement and competitive dynamics.

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Product innovation pipeline

Smaller sensors, improved accuracy and system integrations keep the product roadmap active, but technical or regulatory setbacks can affect adoption.

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Global expansion potential

International markets present sizeable opportunity as CGM adoption rises, balanced by differing regulatory regimes and payer systems that can slow rollout.

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