Core Insights - Dexcom (DXCM) is launching a nationwide AI-driven upgrade to its Stelo platform, enhancing users' understanding of glucose health and supporting long-term wellness goals [2][6] - The upgrade includes a nutrition database with over one million food entries, improving the Smart Food Logging feature and providing detailed macro- and nutrient-level breakdowns for logged meals [2][8] Company Developments - The new features will support various meal-logging methods such as text search, barcode scanning, and photo capture, streamlining the glucose tracking experience [3][4] - The updated Smart Food Logging functionality and Daily Insights tools will be available through upcoming iOS and Android app updates [3][4] - Management indicated that the enhancements are a response to user feedback aimed at simplifying nutrition tracking and reducing barriers to informed dietary choices [4] Market Positioning - The expanded Stelo offerings are expected to strengthen Dexcom's competitive position in the personal and preventive health market by increasing user engagement with AI-enabled nutrition analytics [6] - By broadening the Stelo platform's utility beyond glucose sensing to integrated lifestyle guidance, Dexcom enhances its value proposition for both existing and new customers [6] User Impact - Users reported improved dietary behaviors, physical activity, and weight-management habits after 30 days of using Stelo, indicating that enhanced insights into food-related glucose responses may support more effective metabolic health management [11][12] - The redesigned Daily Insights feature will provide personalized recommendations based on prior-day glucose, activity, nutrition, and sleep data, leveraging AI for adaptive guidance [10] Industry Outlook - The glucose biosensors market was valued at $10.71 billion in 2025 and is projected to grow at a CAGR of 8.9% through 2034, driven by increasing diabetes prevalence and technological advancements [13]

Wall Street expects a year-over-year increase in earnings on higher revenues when DexCom (DXCM) reports results for the quarter ended December 2025. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact 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 February 12. On ...

SAN DIEGO--(BUSINESS WIRE)--Dexcom, Inc. (Nasdaq:DXCM), the global leader in glucose biosensing, announced it will roll out an advanced AI-enabled enhancement to Stelo that will transform how users understand their glucose health and take steps in achieving their long-term health goals. The newest features will launch nationwide in the coming weeks. 1 Last year, Dexcom introduced AI-driven Smart Food Logging in Stelo, the first over-the-counter glucose biosensor clearedby the FDA in the United States. Now t ...

SAN DIEGO--(BUSINESS WIRE)--Dexcom, Inc. (Nasdaq:DXCM), the global leader in glucose biosensing, announced it will roll out an advanced AI-enabled enhancement to Stelo that will transform how users understand their glucose health and take steps in achieving their long-term health goals. The newest features will launch nationwide in the coming weeks. Stelo users will be able to access the enhanced Smart Food Logging and redesigned Daily Insights features by updating to the latest version of the app on iOS an ...

DexCom Inc (NASDAQ:DXCM) is one of the 12 best Medical Devices stocks to invest in according to Hedge Funds. As of the January 28 closing, DexCom Inc. (NASDAQ:DXCM) had highly bullish sentiment according to consensus. Out of 22 analysts who covered the stock, 18 assigned Buy ratings and 3 gave Hold calls. With just 1 Sell rating, the stock carries a median 1-year price target of $85.56, implying almost 17% upside for investors. medicine, health smart.art/Shutterstock.com On January 12, Morgan Stanley r ...

Core Viewpoint - DexCom Inc. is viewed as a strong investment opportunity for 2026, despite recent downgrades and mixed analyst ratings [1][2][3] Group 1: Analyst Ratings and Price Targets - Barclays downgraded DexCom to Underweight from Equal Weight with a reduced price target of $71, down from $80, citing increased competition in core insulin-intensive segments [1] - Bernstein raised its price target for DexCom to $86 from $84 while maintaining an Outperform rating, indicating a positive outlook as healthcare stocks recover [2] - RBC Capital maintained a Buy rating on DexCom with a price target of $85, reflecting confidence in the company's performance [3] Group 2: Market Context and Competition - The healthcare sector is showing signs of recovery after a low point in September 2025, which may benefit DexCom as macroeconomic uncertainties diminish [2] - Intensifying competition in DexCom's primary segments is expected to limit its stock valuation multiple and hinder performance in the near-to-medium term [1]

Core Viewpoint - Dexcom experienced a challenging year in 2024, with shares down 19% over the trailing-12-month period, but there are compelling reasons to consider investing in the company [1] Group 1: Challenges Faced - Dexcom faced regulatory scrutiny and customer complaints due to defects in some continuous glucose monitoring (CGM) receivers, leading to a Class 1 recall of 602,445 G7 receivers [2] - The recall was precautionary, and many patients opted to use a mobile app instead of the receiver, indicating that demand for Dexcom's products remains strong despite the issues [3] Group 2: Financial Performance - In Q3 2024, Dexcom's revenue grew by 22% year over year to $1.2 billion, with adjusted earnings per share increasing by 35.6% to $0.61 compared to the previous year [4] - The company ended 2024 with approximately 2.8 million to 2.9 million customers, a number likely to have increased in 2025, with only 112 complaints received regarding the defective receivers [4] Group 3: Growth Potential - Dexcom is a leader in the CGM market and has significant growth opportunities, particularly among patients with type 1 diabetes and those with type 2 diabetes on intensive insulin therapy, which have historically been the primary target markets [5] - There remains a large addressable market within the core U.S. market, indicating potential for further expansion [5]

Core Insights - DexCom, Inc. (DXCM) reported strong preliminary results for Q4 and full-year 2025, with shares declining nearly 2.5% post-announcement [2][11] Q4 2025 Preliminary Results - Total revenues for Q4 2025 reached approximately $1.26 billion, marking a 13% increase from Q4 2024, exceeding the Zacks Consensus Estimate of $1.25 billion [3][11] - U.S. revenues were about $892 million, reflecting an 11% year-over-year growth, while international revenues increased by 18% to around $368 million [3][11] Full-Year 2025 Preliminary Results - Total revenues for the full year are estimated at $4.66 billion, a 16% increase from 2024, surpassing the Zacks Consensus Estimate of $4.64 billion [4][11] - Adjusted gross profit margin is estimated at approximately 61%, with adjusted operating margin projected between 20-21% for the full year [5] Margin and Operational Insights - The company faced challenges in Q3 due to elevated manufacturing scrap rates and higher freight costs, but operational expense leverage helped achieve overall margin expansion [5] - DexCom anticipates a return to normalized margin levels supported by improvements in manufacturing and the rollout of higher-margin products like the G7 15-day system [6] 2026 Outlook - For 2026, DexCom projects total revenues between $5.16 billion and $5.25 billion, indicating an estimated growth of 11-13% over 2025 [7] - The company expects adjusted gross profit margins to improve to 63-64% and adjusted operating margins to approximately 22-23% [7] Market Position and Growth Drivers - The positive outlook is supported by expected sensor volume growth, increased continuous glucose monitoring (CGM) adoption, and ongoing international market expansion [8][9] - DexCom is closing 2025 with strong performance, having launched the G7 15-day system and maintaining a leadership position in the CGM market [9] Stock Performance - Over the past three months, DexCom's shares have gained 3.6%, compared to a 6.3% rise in the industry and a 5.2% gain in the S&P 500 [10]

Group 1 - DexCom, Inc. reported preliminary, unaudited Q4 2025 results with total revenue of approximately $1.260 billion, reflecting a 13% year-over-year increase [1][2] - US revenue for Q4 2025 is projected to be around $892 million, showing an 11% growth compared to Q4 2024 [1][2] - The company launched its latest sensor technology, the G7 15 Day system, contributing to its positive performance and growth outlook [2] Group 2 - For 2026, DexCom expects total revenue between $5.16 billion and $5.25 billion, indicating an anticipated growth of approximately 11%-13% over 2025 [3] - The growth outlook is supported by factors such as increased awareness of continuous glucose monitoring (CGM) among diabetes patients, the rollout of the Stelo system, and further international expansion [3] - DexCom focuses on the design, development, and commercialization of continuous glucose monitoring systems, positioning itself as a key player in the medical device industry [4]

PresentationGood morning, everyone. I'm Robbie Marcus, the med tech analyst at JPMorgan. Thanks for joining us at the first session to kick off the 2026 JPMorgan Healthcare Conference. I'll give a warm welcome to the DexCom's CEO, Jake Leach. It's his first time as President and CEO up on stage here. Jake?Jacob LeachPresident, CEO & Director All right. Good morning, everybody. Thank you, Robbie. It's an absolute privilege to be able to kick off the conference this year, particularly as my first year as Pres ...