DexCom, IncNasdaq: DXCM
Health Care · Health Care Equipment
$61.50
+3.27%
Vol: 8.9M
Research Digest
Friday, May 1, 2026
Dexcom Q1 revenue grows 15% with strong margins; stock rises 3.41% post-earnings
Dexcom reported Q1 2026 results on April 30 with revenue of $1.192B, up 15% YoY (U.S. +11%, international +26%). GAAP operating income reached $255.3M (21.4% margin, +850 bps YoY). EPS of $0.56 beat consensus of $0.47 by 19%. Company expanded G7 15-day CGM launch across all U.S. channels and enhanced Stelo smart meal logging. Cash position strong at $2.42B. FY2026 revenue guidance ~$5.21B. Stock rose 3.41% in afterhours to $57.99. Analyst sentiment mixed on valuation vs growth trajectory.
Previous Market Intelligence
13 daysApr 30DexCom will report Q2 2026 earnings April 30 after market close with analysts expecting $0.47 EPS and $1.17B revenue, with the company showing strong momentum after FDA clearance of its G7 15-day sensor.Positive▶
DexCom will report Q2 2026 earnings April 30 with analyst expectations for $0.47 EPS and $1.17 billion revenue. The company beat revenue expectations last quarter with $1.26 billion (up 13.1% YoY) and achieved EPS beat in three of last four quarters. FDA clearance of the G7 15-day sensor represents a key product development. DexCom is heading into earnings with an average analyst price target of $86.88 versus current price of $59.78, with 12 Buy ratings but facing valuation concerns from its 16.7% one-year decline.
Apr 29Dexcom reports FY2025 revenue $4.662B (+16% YoY); analysts bullish with $85.33 PT and Q1 earnings expected April 29Positive▶
Dexcom reported FY2025 revenue of $4.662 billion with 16% YoY growth and provided 2026 guidance of $5.16-$5.25B (11-13% growth). The company's CGM business beat Q4 revenue expectations at $1.26B (+13.1% YoY). Average analyst rating is Strong Buy with 12-month PT of $85.33 (+34% upside). Q1 earnings report expected April 29.
Apr 16DexCom launches AI-enhanced Stelo app with 1M+ food database; new CEO Jake Leach in place since January 2026.Positive▶
DexCom announced AI-powered Smart Food Logging with nutrition database of over 1 million items, multiple input methods (text, barcode, photo), and redesigned Daily Insights rolling out nationwide. New CEO Jake Leach (effective January 1, 2026) outlined 2026 priorities including expanded integrations, pharmacy launch of G7 15-day sensor, and enhanced diabetes management features. Q1 2026 revenue grew 13.1% year-over-year but guidance disappointed, causing 1.5% stock decline. The company reported broad-based growth driven by type 2 diabetes adoption and new reimbursement wins for its 15-day G7 sensor. CEO Leach received $7.99 million compensation in 2025, up 25.84% from prior year. Stock trades at $64.11 with P/E of 30.64 and $24.64B market cap. Seventeen analysts issued price targets with median $85.00; 11 Buy and 1 Sell rating.
Apr 15DexCom reports 13% Q4 2025 revenue growth but weaker 2026 guidance (11-13% growth) triggers stock decline.Negative▶
DexCom reported Q4 2025 total revenue of $1.260 billion (13% YoY growth) and full-year 2025 revenue of $4.662 billion (16% growth). The company provided 2026 guidance of $5.16-$5.25 billion (11-13% growth), below expectations. Non-GAAP gross profit margin estimated at 63-64%. BTIG and Citigroup maintain Buy ratings despite recent volatility.
Apr 14Dexcom Q1 2026 earnings due April 30; new CEO Jake Leach leading G7 15-Day pharmacy expansion.Positive▶
Dexcom reported preliminary Q4 2025 revenue of $1.26B (up 13% YoY) with full-year $4.66B (up 16%). Jake Leach assumed CEO January 1, 2026. G7 15-Day CGM System pharmacy rollout began January 2026; G6 manufacturing ceases after July 1, 2026. Consensus Strong Buy with $85.33 target (34% upside).
Apr 13DexCom reports FY2025 revenue $4.662B (+16% YoY); guides FY2026 revenue $5.16-$5.25B; Jake Leach assumes expanded CEO role.Positive▶
DexCom reported FY2025 total revenue ~$4.662B (+16% YoY). FY2026 guidance: $5.16-$5.25B (11-13% growth). Jake Leach became President/CEO Jan 1, 2026. Launched Dexcom G7 15-Day DME to pharmacies. Revamping Stelo app with AI-enabled personalization. Stock at $64.11. Strong Buy consensus from 24 analysts with PT $87.08.
Apr 10DexCom Appoints Rick Osterloh to Board; Broad CGM Revenue GrowthPositive▶
Appointed Rick Osterloh to Board. Broad-based revenue growth from wider CGM adoption among type 2 diabetes patients.
Apr 9DexCom Completes G7 15-Day Sensor Payer Contracts, Improves Manufacturing Scrap RatesPositive▶
DexCom announced completion of payer contracts enabling market-wide rollout of its G7 15-day sensor, supporting innovation-driven user growth. The company reported broad-based Q3 2025 revenue growth across geographies, with U.S. strength from CGM adoption among type 2 diabetes patients and international growth from recent access expansions. Manufacturing scrap rates improved versus Q2 but remained above targets. The company introduced My DexCom Account online portal and new pharmacy replacement model. 2026 guidance range top end is "slightly below" Street expectations, reflecting conservative positioning.
Apr 8DexCom beats Q4 estimates but stock remains flat as investors reassess 2026 guidance.Positive▶
DXCM Q4 EPS $0.68 (vs $0.65), revenue $1.26B. Worldwide revenue +13% YoY. 2026 guidance $5.16B-$5.25B revenue.
Apr 7Analyst Price Target Raised Despite Recent WeaknessNeutral▶
DexCom stock down 5.9% over past week, trading at $63.13. Citi raised price target to $84 from $77 recently. Jefferies maintains Buy rating. Q1 2026 earnings April 30. Company showcasing Type 2 diabetes outcomes at ATTD 2026. P/E 29.78, 52-week range $54.11-$89.98.
Apr 6DexCom reports strong Q4 2025 growth with G7 15 Day launch and robust 2026 outlookPositive▶
DexCom reported Q4 2025 revenue of $1.26B, up 13.1% YoY, with full-year 2025 revenue of $4.662B, up 16%. The company expects 2026 revenue of $5.16-$5.25B (11-13% growth) with gross margin 63-64% and operating margin 22-23%. DexCom launched its G7 15 Day sensor system in Q4. Rick Osterloh joined the board on February 26, 2026. Recent analyst activity includes Canaccord Genuity's price target reduction to $95 from $99.
Apr 3Dexcom reports 13% Q4 revenue growth to $1.26B; guides 2026 revenue growth of 11-13% with Q1 earnings April 30.Positive▶
Dexcom reported Q4 2025 total revenue of approximately $1.260 billion (up 13% YoY). Full-year 2025 revenue reached $4.662 billion (up 16%). For 2026, the company projects total revenue of $5.16-$5.25 billion, representing 11-13% growth. Q1 2026 earnings will be released April 30.
Apr 2DexCom reports Q4 2025 revenue growth of 13.1%; Jake Leach leads as new CEO with G7 15 Day momentumPositive▶
DexCom reported Q4 2025 revenue of $1.26 billion, up 13.1% YoY, with adjusted EPS of $0.68 beating forecasts. Jake Leach assumed CEO role effective January 1, 2026, outlining priorities including reimagined Stelo app with AI personalization and expanded integrations. The company launched Dexcom G7 15 Day CGM in U.S. December 2025 with industry-leading 15.5-day wear and 8.0% MARD accuracy. Rick Osterloh joined the board February 26. Stock declined 3.76% weekly and 15.34% YoY despite strong fundamentals.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| DXCMDEXCOM | $61.50 | +3.27% | -5.8% | 19.9x | 1.56 | $23.0B |
| ISRGINTUITIVE | $458.41 | +0.17% | +1.1% | 38.8x | 1.68 | $162.1B |
| ABTABBOTT | $89.66 | -1.25% | -11.3% | 15.0x | 0.78 | $157.8B |
| SYKSTRYKER | $296.89 | -5.79% | -5.2% | 18.8x | 0.93 | $120.7B |
| MDTMEDTRONIC | $80.38 | -0.73% | -6.2% | 13.4x | 0.76 | $104.0B |
| BSXBOSTON | $56.75 | -1.50% | -8.0% | 15.3x | 0.78 | $85.6B |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price below 200d MA — bearish structure.