속보 • Jun 30
DexCom Wins FDA Clearance for Stelo Pediatric Glucose Monitor and Plots Global Launch DexCom received FDA clearance for its Stelo over-the-counter continuous glucose monitor for children as young as two years old who do not use insulin, expanding on prior approval that was limited to adults 18 and older.
The company plans to roll out a redesigned Stelo app in the US in July 2026 and extend the Stelo platform to the UK, Australia, New Zealand and South Korea from late 2026 through 2027, which broadens its potential user base in pediatric and non-insulin glucose monitoring.
DexCom shares trade at about $69.98, with the stock up 11.4% over the past 90 days, reflecting recent market interest around its diabetes technology pipeline.
The key read-through is that DexCom is moving beyond traditional insulin-using patients into a wider pediatric and oral-therapy segment, which could diversify revenue sources but also brings execution risk around regulatory rollouts, payer coverage and consumer adoption in multiple geographies. 속보 • Jun 23
DexCom Gains FDA Approval for Pediatric Over-the-Counter Glucose Monitor DexCom has received FDA clearance for its Stelo Glucose Biosensor System as the first over-the-counter continuous glucose monitor specifically approved for children aged two and older who do not require insulin, extending its earlier adult authorization.
The Stelo system uses a wearable sensor that sends glucose readings every 15 minutes to a smartphone app. The FDA highlighted this as an advance that could improve pediatric diabetes management and give more control to young patients and caregivers, potentially broadening DexCom’s customer base in diabetes technology.
DexCom shares trade at US$69.07, with the stock down 4.7% over the past day, while analysts at Piper Sandler and TD Cowen have raised their price targets following the clearance.
The key investor angle is how effectively DexCom converts this new pediatric over-the-counter approval into sustained device adoption in a consumer-oriented channel that may involve different pricing, competition and reimbursement dynamics than its traditional insulin-dependent user base. 공시 • Jun 15
Dexcom Inc Clears First Over-The-Counter Continuous Glucose Monitor For Children Dexcom Inc.'s Stelo Glucose Biosensor System, an integrated CGM (iCGM) indicated for people two years of age and older who do not use insulin, was cleared for marketing as the first over-the-counter (OTC) continuous glucose monitor (CGM) for children. The FDA previously cleared the Stelo Glucose Biosensor System OTC for individuals 18 years and older in March 2024. Prediabetes is increasingly impacting children in the United States, placing millions at heightened risk for progressing to Type 2 diabetes. OTC CGMs can play a critical role in addressing this public health concern for pediatric users who do not use insulin. By providing real-time glucose data, these devices can help pediatric patients and their caregivers build greater glycemic awareness, track patterns in response to meals and exercise, and make informed adjustments to support healthier long-term outcomes and quality of life. The product is indicated for children, including those with diabetes, who receive oral medication to manage their condition and people who want to understand how diet, exercise, and other lifestyle changes affect their glucose levels. The Stelo Glucose Biosensor System uses a wearable sensor, paired with an application installed on a compatible smartphone, or other smart device, such as a parent's or caregiver's smartphone, to continuously measure, record, analyze and display glucose values. Each sensor lasts for up to 15 days before it must be replaced, although sensor wear time may be shorter in pediatric users than in adults due to several interconnected physiological and behavioral factors. The app displays glucose measurements and trends every 15 minutes. Users and their caregivers should consult their health care provider before making any medication adjustments based on the device's output. Dexcom and the FDA used previous clinical study data from both pediatrics and adults, along with real-world evidence derived from real-world data on current iCGM use among both groups, to understand expected device performance in pediatric users over the full 15-day wear period. Participants in the previous study reported mild adverse events including local infection, skin irritation, and pain or discomfort. For children, the device should be used under the supervision of an adult caregiver. This system is not for people with problematic hypoglycemia (low blood sugar) because it is not designed to alert users when this potentially dangerous condition occurs. This system is also not for people on dialysis. People with a history of disordered eating or eating disorders should talk with their health care provider before using Stelo. This clearance is also aligned with the FDA's Home as a Health Care Hub Initiative, which focuses on advancing the development of innovative, patient-centered devices that fit more seamlessly into people's daily lives at home. 속보 • Jun 12
DexCom Expands Type 2 Diabetes Reach With G7 Data Nutrisense Acquisition and Stelo App Plans DexCom reported new clinical data from the CONNECT randomized controlled trial showing its G7 continuous glucose monitor led to clinically and statistically significant HbA1c reductions and improved glycemic control in adults with Type 2 diabetes not using insulin, including those on metformin, GLP-1 receptor agonists and SGLT2 inhibitors.
The company announced the acquisition of Nutrisense, a wellness app that uses CGM data to provide personalized nutrition education, and plans to roll it into a broader ecosystem focused on earlier intervention and preventative care.
DexCom also plans to roll out an updated Stelo app with FDA-cleared pattern recognition and AI coaching tools, targeting users who are not on insulin therapy.
Over the past month the stock gained about 21% and about 7% over three months, and is trading roughly 25.5% below its GF Value estimate, with a GF Score of 92/100, while recent insider selling totaled US$3.0 million with no insider buying reported.
These developments point to DexCom pushing CGM deeper into the Type 2 diabetes market and building a broader software and services layer around its hardware.
Investors may want to weigh the GF Value gap and strong GF Score against the recent insider selling and the execution risk involved in integrating Nutrisense and scaling new apps like Stelo. 공시 • Jun 09
DexCom, Inc. Announces Results From CONNECT Randomized Controlled Trial Demonstrating Use Of Dexcom G7 Leads To Clinically And Statistically Significant Reduction In A1C And Improvement In Glucose Control Among People With Type 2 Diabetes Not Using Insulin DexCom, Inc. announced results from the CONNECT randomized controlled trial, demonstrating the use of Dexcom G7 leads to clinically and statistically significant reduction in A1C and improvement in glucose control among people with Type 2 diabetes not using insulin compared with a routine care control group using self-monitoring of blood glucose. CONNECT demonstrated clinically significant benefit for all adult Type 2 non-insulin using patients regardless of age, gender, ethnicity, baseline A1C, body mass index, education level, income and insurance coverage. The study also showed an additional clinically significant reduction in A1C when using Dexcom G7 with various combinations of current standards of care diabetes medication, including metformin, GLP-1s and SGLT2s. All CONNECT study participants were provided diabetes education on diet and exercise at the start of the study, given a blood glucose meter, and pre-study glucose lowering medications were continued. Half of the study participants were put on Dexcom G7 and half of them used self-monitoring of blood glucose. The CONNECT study initially screened 440 participants across 22 primary care practices throughout the United States, of which 283 eligible participants were randomized to Dexcom G7 or routine care, with 265 completing the 26-week study and analyzed for the key outcomes reported at ADA. Average 1.6% A1C reduction with Dexcom G7 from baseline mean A1C of 8.8%. Participants using Dexcom G7 experienced on average a 1.6% A1C reduction at 26 weeks, representing a 0.9% greater A1C reduction compared to the control group. Participants using Dexcom G7 with an initial A1C >10% experienced on average a 3.1% A1C reduction, representing a 2.1% greater A1C reduction compared to the control group. 82% of participants had a clinically and statistically significant lower A1C of at least 0.5%. 공시 • Jun 06
DexCom, Inc. (NasdaqGS:DXCM) entered into an agreement to acquire NutriSense, Inc. DexCom, Inc. (NasdaqGS:DXCM) entered into an agreement to acquire NutriSense, Inc. on June 4, 2026.
The transaction anticipated to close in the coming weeks, subject to customary closing conditions and regulatory approvals. 공시 • Jun 05
DexCom Presents Results from The CONNECT Randomized Control Trial, Launches Reimagined Stelo Ap DexCom, Inc. will present new clinical findings, product advancements and strategic business initiatives reinforcing its commitment to improving care for people with all types of diabetes and ushering in a new era of early stage CGM intervention and preventative care at the American Diabetes Association’s Scientific Sessions in New Orleans, June 5-8, 2026. The CONNECT study will demonstrate Dexcom CGM benefits for adults with Type 2 diabetes not using insulin. Co-author of the CONNECT study, Thomas W. Martens, MD, from the International Diabetes Center, will present findings from the randomized controlled trial showcasing the clinical benefits of Dexcom CGM use by adults with Type 2 diabetes not on insulin therapy. This RCT study has the potential to have considerable impact to future standards of care for the Type 2 non-insulin using patient population. The presentation will take place on June 6 at 1:45 p.m. CDT in the Ernest N. Morial Convention Center, La Nouvelle Orleans C (Level 2). On June 5, select Stelo users will be offered the opportunity for early access to a completely reimagined app experience, which received FDA clearance last month. Stelo will now provide all people not on insulin seeking better health a smarter, more intuitive way to understand their metabolism. The redesigned app will launch with a suite of new features including pattern recognition, proactive AI coaching and personalized daily and weekly summaries. These new features make it even easier for users to track and understand their body over time, revealing connections between glucose patterns and how they feel. The full rollout of the new Stelo app experience is expected later this summer. Dexcom has entered into an agreement to acquire Nutrisense, with the transaction anticipated to close in the coming weeks, subject to customary closing conditions and regulatory approvals. With this acquisition, Dexcom will further expand its ability to support users beyond glucose data alone by incorporating access to registered dietitians, personalized nutrition guidance and behavior-change support. The acquisition strengthens Dexcom’s ability to provide personal nutrition education and guidance linking food choices to glucose responses. Together, these announcements at the ADA Scientific Sessions reflect Dexcom’s continued investment in evidence-based, technology-enabled solutions designed to expand access to CGM, support earlier intervention and offer more personalized diabetes and metabolic health management. 속보 • Jun 05
DexCom Expands Diabetes Reach With Nutrisense Deal and New Type 2 Data at ADA 2026 DexCom plans to present new clinical data, product updates and business initiatives at the American Diabetes Association Scientific Sessions in June 2026, with a focus on continuous glucose monitoring (CGM) benefits for people with Type 2 diabetes not using insulin.
The company has agreed to acquire Nutrisense, a CGM-focused nutrition and coaching platform, aiming to expand its offerings into personalized nutrition guidance and preventative care.
A recent comparison with Insulet highlights DexCom’s focus on CGM systems and notes its international reach and established profitability, while Insulet is described as having faster revenue growth and a valuation some commentators view as more attractive.
The emphasis on Type 2, non-insulin users and the planned Nutrisense acquisition point to DexCom pushing further into earlier-stage diabetes management and lifestyle-focused solutions. This could broaden its addressable market beyond intensive insulin users.
Investors may wish to monitor how DexCom integrates Nutrisense and how upcoming clinical data from the CONNECT trial shapes clinician adoption, particularly as comparisons with Insulet keep attention on competitive positioning and pricing of diabetes technology stocks. Recent Insider Transactions Derivative • May 22
Executive Chairman of the Board notifies of intention to sell stock Kevin Sayer intends to sell 27k shares in the next 90 days after lodging an Intent To Sell Form on the 21st of May. If the sale is conducted around the recent share price of US$72.00, it would amount to US$1.9m. Since March 2026, Kevin has owned 302.27k shares directly. Company insiders have collectively bought US$924k more than they sold, via options and on-market transactions, in the last 12 months. Valuation Update With 7 Day Price Move • May 20
Investor sentiment improves as stock rises 22% After last week's 22% share price gain to US$71.44, the stock trades at a forward P/E ratio of 28x. Average trailing P/E is 25x in the Medical Equipment industry in the US. Total loss to shareholders of 39% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$114 per share. 공시 • May 19
Dexcom, Inc. Announces Dexcom Flex in Germany DexCom, Inc. had announced Dexcom Flex, a new CGM system designed specifically for adults with Type 2 diabetes who are not using intensive insulin therapy. Dexcom Flex is made for people using basal insulin, oral medications or GLP-1 receptor agonists, expanding access to CGM technology for a broader Type 2 diabetes population. Dexcom Flex is a continuous glucose monitoring system that provides users with 24/7 glucose readings on a smartphone, smartwatch or receiver, without routine fingerpricks. The CGM system features real-time glucose monitoring with optional food and activity logging, developed to support people and their healthcare providers gain a clearer picture of how food, exercise, daily activities, and long-acting insulin impact glucose patterns. Optional and customisable low glucose alerts are designed to help prevent hypoglycemic events. Personalised glucose insights are created to aid users connect daily diet, activity and medication dosing decisions to glucose levels, supporting motivation and meaningful behaviour change. Dexcom Flex is designed to highlight the insights that matter most, supporting people to build confidence in understanding and responding to their glucose levels over time. Type 2 diabetes is a large and growing global health challenge with hundreds of millions of people living with the disease globally. Many people not using intensive insulin therapy have historically had limited access to CGM technology. Germany is among the European countries expanding the use of digital health tools in Type 2 diabetes care. The introduction of Dexcom Flex is intended to support healthcare providers and healthcare systems in broadening access to CGM across more diverse patient groups. Studies have shown that CGM use in people with Type 2 diabetes may support reductions in diabetes-related hospitalisations. The use of CGM is also associated with a reduction in long-term complications such as cardiovascular risks and reduced mortality in people with type 2 diabetes. People with Type 2 diabetes have also reported that CGM use has improved their confidence, increased their understanding of the impact of food on their glucose levels. Research has also shown that Dexcom CGM systems can help people with Type 2 diabetes using basal insulin reduce their HbA1c and increase the time spent in their target glucose range. 공시 • May 15
DexCom, Inc. (NasdaqGS:DXCM) announces an Equity Buyback for $1,000 million worth of its shares. DexCom, Inc. (NasdaqGS:DXCM) announces a share repurchase program. Under the program, the company will repurchase up to $1,000 million worth of its shares. The plan will be valid till June 30, 2027. 공시 • May 03
DexCom, Inc. Reiterates Earnings Guidance for the Fiscal Year 2026 DexCom, Inc. reiterated earnings guidance for the fiscal year 2026. for the year, the company expects revenue of $5.16 billion - $5.25 billion (approximately 11-13% growth). Reported Earnings • May 01
First quarter 2026 earnings: EPS and revenues exceed analyst expectations First quarter 2026 results: EPS: US$0.52 (up from US$0.27 in 1Q 2025). Revenue: US$1.19b (up 15% from 1Q 2025). Net income: US$199.5m (up 89% from 1Q 2025). Profit margin: 17% (up from 10% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) also surpassed analyst estimates by 13%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Medical Equipment industry in the US. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has fallen by 20% per year, which means it is significantly lagging earnings. 공시 • Apr 17
DexCom, Inc., Annual General Meeting, May 27, 2026 DexCom, Inc., Annual General Meeting, May 27, 2026. 공시 • Apr 03
DexCom, Inc. to Report Q1, 2026 Results on Apr 30, 2026 DexCom, Inc. announced that they will report Q1, 2026 results After-Market on Apr 30, 2026 Board Change • Mar 02
High number of new directors There are 5 new directors who have joined the board in the last 3 years. Director Rick Osterloh was the last director to join the board, commencing their role in 2026. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. 공시 • Feb 27
DexCom, Inc. Appoints Rick Osterloh to Board of Directors, Effective February 26, 2026 DexCom, Inc. announced the appointment of Rick Osterloh to its Board of Directors, effective February 26, 2026. Rick Osterloh is a highly accomplished technology executive with more than 20 years of leadership experience across consumer hardware, platform strategy and large-scale product operations. He currently serves as Senior Vice President, Platforms & Devices at Google, where he leads a unified group spanning the company’s portfolio of advanced consumer technologies. This includes Android, Google Play, Chrome, and Google’s Devices and Services Portfolio—Pixel phones, Google Nest smart home devices, and Fitbit wearables. Under his leadership, Google has integrated its portfolio to align and accelerate the company’s advanced product capabilities across hardware, software and artificial intelligence. Mr. Osterloh brings to the Dexcom Board expertise in innovation oversight, strategic transactions and long-term strategic planning. Mr. Rick Osterloh serves as Senior Vice President, Platform & Devices at Google, leading a unified group spanning Android, Google Play, Chrome, and Google’s Devices & Services Portfolio (Pixel, Nest, Fitbit), a position he has held since 2016. Prior to this, Mr. Osterloh held additional senior leadership roles across consumer technologies. He served as President of Motorola Mobility from 2014-2016, and Senior Vice President, Product Management & GM Premium Products, Motorola Mobility from 2012-2014, overseeing global product strategy and operations during Motorola’s transition under Google and subsequently Lenovo. Prior to this, Mr. Osterloh served as Vice President, Product & Design at Skype from 2010-2012 and held earlier roles at Motorola, Amazon, Kleiner Perkins Caulfield & Byers and Deloitte. Mr. Osterloh received bachelor’s and master’s degrees in Industrial Engineering from Stanford University. He also obtained an MBA from Stanford Graduate School of Business. Recent Insider Transactions Derivative • Feb 16
Independent Director notifies of intention to sell stock Bridgette Heller intends to sell 1k shares in the next 90 days after lodging an Intent To Sell Form on the 12th of February. If the sale is conducted around the recent share price of US$68.01, it would amount to US$69k. Since March 2025, Bridgette's direct individual holding has increased from 20.38k shares to 21.99k. Company insiders have collectively sold US$5.4m more than they bought, via options and on-market transactions in the last 12 months. Reported Earnings • Feb 13
Full year 2025 earnings: Revenues and EPS in line with analyst expectations Full year 2025 results: EPS: US$2.14 (up from US$1.46 in FY 2024). Revenue: US$4.66b (up 16% from FY 2024). Net income: US$836.3m (up 45% from FY 2024). Profit margin: 18% (up from 14% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Medical Equipment industry in the US. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings. 공시 • Feb 13
DexCom, Inc. Reiterates Earnings Guidance for the Fiscal Year 2026 DexCom, Inc. reiterated earnings guidance for the fiscal year 2026. For the period, revenue of $5.16 - $5.25 billion (approximately 11-13% growth). 공시 • Feb 04
Dexcom, Inc. to Roll Out an Advanced Ai-Enabled Enhancement to Stelo Dexcom, Inc. 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. Last year, Dexcom introduced AI-driven Smart Food Loggingin Stelo, the first over-the-counter glucose biosensor cleared by the FDA in the United States. Now the company has expanded this feature by integrating a comprehensive nutrition database that provides a breakdown of calories, carbohydrates, protein, fat, dietary fibers, and more, for each logged meal, helping users better understand how food impacts their glucose and empowering them to make more informed dietary decisions. The database includes over one million food options with multiple ways to log a meal, including text search, barcode scanning or taking a photo of the meal, creating a seamless and intuitive meal tracking solution. Understanding the role of macronutrients such as carbohydrates, proteins, and fats is essential for maintaining healthy glucose levels. After using Stelo for 30 days, the majority of users indicated positive changes in their dietary and eating patterns, and improvements in physical activity and weight-management habits. By learning how different foods and specific macronutrients impact glucose levels with Stelo, users will be empowered with even more information to better understand and manage their metabolic health. Stelo will also launch a redesigned Daily Insights feature which will introduce a new interface with a sophisticated, card-based system. Users will receive up to three personalized recommendations based on their previous day's glucose, activity, nutrition, and sleep data. Each insight will highlight key individual metrics and provide contextual understanding. A fourth card will use behavioral science techniques to help users reflect on and act upon their metabolic health insights. The feature uses AI to maintain day-over-day context, ensuring consistent and evolving personalized coaching that adapts to individual patterns and progress. 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 and Android platforms in the coming weeks. Dexcom is bringing these new features to Stelo as it finishes development and regulatory approvals for a completely reimagined Stelo app experience, launching later this year. To learn more about Stelo or to purchase, visit Stelo.com or Amazon. 공시 • Jan 13
DexCom, Inc. Provides Preliminary Unaudited Earnings Guidance for the Fourth Quarter and Full Year Ended December 31, 2025 and Provides Earnings Guidance for the Fiscal Year 2026 DexCom, Inc. provided preliminary unaudited earnings guidance for the fourth quarter and full year ended December 31, 2025 and provided earnings guidance for the fiscal year 2026. For the fourth quarter, the company expects total revenue to be approximately $1.260 billion, an increase of 13% over the fourth quarter of 2024.
For the full year of 2025, the company expects revenue to be approximately $4.662 billion, an increase of 16% over 2024.
For the full year of 2026, the company expects total revenue to be between $5.16 billion to $5.25 billion, representing expected growth of approximately 11% to 13% over 2025. This outlook considers sensor volume growth driven by increasing CGM awareness for people with diabetes, the continued rollout of Stelo, further international expansion, and overall market dynamics. 공시 • Jan 12
DexCom, Inc. to Report Q4, 2025 Results on Feb 12, 2026 DexCom, Inc. announced that they will report Q4, 2025 results at 4:00 PM, US Eastern Standard Time on Feb 12, 2026 공시 • Dec 04
Dexcom Launches New Education Offering, Dexcom Academy Dexcom, Inc. announced the launch of Dexcom Academy, a new personalised learning platform created with healthcare professionals (HCPs) and for healthcare professionals. The platform is now available in Belgium, Germany, the Kingdom of Saudi Arabia, the Netherlands, and Spain with further EMEA country launches planned for 2026. Dexcom Academy is a new personalised learning platform to strengthen confidence in CGM use and support consistent, high-quality diabetes care. Guided directly by HCP insights, Dexcom Academy has been designed to strengthen confidence in CGM using and support consistent, high- quality diabetes care - without adding to clinical burden. Available as both desktop learning and an intuitive mobile app, the platform allows HCPs to choose learning resources about CGM and diabetes most suitable for their needs through short, flexible, easy-to-digest modules that fit seamlessly into busy schedules. In shaping Dexcom Academy, Dexcom worked closely with HCPs across EMEA to understand what would genuinely support them in practice. Many reported that existing education options could feel overwhelming, too generic, or not tailored to their speciality or experience level. They also shared a desire for practical content that would enhance confidence during patient consultations. This feedback aligns with insights from the Dexcom State of Type 2 Report, which found that 38% of surveyed HCPs across EME A believed that ongoing education about the latest diabetes technology could help overcome the challenges they faced when caring for people with type 2 diabetes1. Dexcom Academy directly addresses this need, providing clear, accessible education that supports effective adoption of CGM for both Type 1 and Type 2 diabetes. A practical, flexible platform that supports confident CGM use: Dexcom Academy provides structured learning pathways suitable for different levels of experience, including practical case studies based on real clinical scenarios. The platform offers: Training on Dexcom G7 and Dexcom ONE+ and the full Dexcom portfolio of software. Education beyond product with a broader range of clinical scenarios, evidence overviews and much more. Personalised and customisable learning options with bite-sized resources and learning options designed for flexible, individual paced learning. Certification courses to support professional development. Practical, consultation-ready content that helps HCPs apply learning immediately. Educational resources to support patient understanding. Opportunities to share best practice across the clinical community. By providing accessible, evidence-based education, Dexcom Academy helps equip HCPs with the clarity, confidence, and understanding needed to support consistent, high-quality CGM use across diverse patient populations. A long-term commitment to supporting diabetes care. Dexcom Academy reflects Dexcom's commitment to supporting diabetes care. 공시 • Dec 01
Kessler Topaz Meltzer & Check, LLP Announces Securities Fraud Class Action Lawsuit Files against DexCom, Inc The law firm of Kessler Topaz Meltzer & Check, LLP informed investors that securities class action lawsuits have been filed against DexCom, Inc. on behalf of those who purchased or otherwise acquired DexCom securities between January 8, 2024, and September 17, 2025, inclusive. The lead plaintiff deadline is December 26, 2025. The complaints allege that, throughout the Class Period, Defendants made false and/or misleading statements and/or failed to disclose that: DexCom had made material design changes to its G6 and G7 continuous glucose monitoring systems that were unauthorized by the FDA; the foregoing design changes rendered the G6 and G7 less reliable than their prior iterations, presenting a material health risk to users relying on those devices for accurate glucose readings; DexCom’s purported enhancements to the G7, as well as the device’s reliability, accuracy, and functionality, were overstated; DexCom downplayed the true scope and severity of the issues and health risks posed by adulterated G7 devices; all the foregoing subjected DexCom to an increased risk of heightened regulatory scrutiny and enforcement action, as well as significant legal, reputational, and financial harm; and as a result, Defendants’ public statements were materially false and/or misleading at all relevant times. 공시 • Nov 21
Dexcom, Inc. Announces the Dexcom G7 15 Day Continuous Glucose Monitoring System for People over the Age of 18 with Diabetes Dexcom, Inc. announced the Dexcom G7 15 Day Continuous Glucose Monitoring (CGM) System for people over the age of 18 with diabetes will launch in the United States on Dec. 1. At initial launch, Dexcom G7 15 Day will be available for users who receive their Dexcom CGM through DME providers. G7 15 Day will also be covered for Medicare beneficiaries and has met the category requirements for therapeutic CGM systems set forth by the U.S. Centers for Medicare & Medicaid Services. For people between the ages 2 to 18, Dexcom G7 remains the most accurate2 continuous glucose monitoring system available. Designed to provide real-time glucose readings for an industry-leading 15.5 days, Dexcom G7 15 day will be available in the U.S. for people over the age of18 with diabetes beginning on Dec. 1, 2025. With an overall MARD of 8.0%, Dexcom G7 15 Day builds on the performance of Dexcom CGM, which is clinically proven to lower A1C, reduce hyper- and hypoglycemia, and increase time in range.4-7 Available first through DME, the upcoming launch of Dexcom G7 15 Day is a significant advancement in glucose management for people with diabetes, especially those with Medicare coverage. New with Dexcom G7 15 Day: Longest lasting,+, CGM system with 15.5 days of wear. Best-in-class accuracy with an overall MARD of 8.,3, Easier glucose management with fewer monthly sensor changes and reduced monthly waste. Dexcom G7 features included with Dexcom G7 15 day: The only waterproofSS CGM available, keeping more connected. Manage diabetes, hands-free. Connect sensor directly to Apple Watch, so can leave iPhone behind and still see glucose numbers. Automated activity logging,# simplified meal logging, and new medication logging# help user better understand how activity, food, and medications impact user glucose in real time. 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 via a range of interactive reports. Ability to remotely share glucose numbers with caregivers and loved ones for added support and peace of mind. Enhanced and customizable alert settings for improved discretion. At launch, Dexcom G715 Day will connect with the iLet Bionic Pancreas and Omnipod®? 5SSSS. The company are working closely with Tandem and look forward to extending the launch to their customers shortly as they finalize integration. For specific information on pump compatibility and availability with the Dexcom G7 15 day system, visit Dexcom.com/connected diabetes. 공시 • Nov 19
Dexcom, Inc. Receives FDA Clearance Becoming the First and Only CGM-Integrated Basal Insulin Dosing Optimizer for Type 2 Diabetes Dexcom, Inc. announced the FDA has cleared Dexcom Smart Basal, the first and only CGM-integrated basal insulin dosing optimizer designed for adults with Type 2 diabetes on glargine U-100 long-acting insulin therapy.1 Dexcom Smart Basal will use Dexcom G7 15 Day sensor data and logged doses to calculate personalized daily recommendations to guide users towards a more effective long-acting insulin dose, as directed by their healthcare provider. How Dexcom Smart Basal works: Dexcom Smart Basal begins with an initial basal insulin dose set by a healthcare provider. Users will receive daily dose recommendations and reminders in the Dexcom G7 15 Day app. Dexcom Smart Basal looks at all of a user's CGM readings to adjust their personalized insulin dose recommendation, instead of using a single fasting blood glucose measurement. If low glucose events occur, Dexcom Smart Basal lowers the user's insulin dose recommendation by the amount set by their healthcare provider. Dexcom G7 15 Day also offers customizable low alerts that deliver proactive protection against hypoglycemic events and allow users to treat low glucose in real-time. When the user's glucose is consistently within the set target range, they'll receive their optimal dose and Dexcom Smart Basal will complete. Dexcom Smart Basal will be added to the Dexcom G7 15 day experience shortly after the product launches in the United States. Once Dexcom Smart Basal is available, healthcare providers can seamlessly integrate it into their workstreams by prescribing and configuring the system using Dexcom Clarity, saving time and simplifying care for patients. Efforts are underway to bring Dexcom Smart Basal to international markets in the future. Recent Insider Transactions • Nov 14
Interim CEO recently bought US$1.0m worth of stock On the 10th of November, Jacob Leach bought around 18k shares on-market at roughly US$55.04 per share. This transaction amounted to 6.6% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent buy, Jacob has been a net seller over the last 12 months, reducing personal holdings by US$275k. Recent Insider Transactions • Nov 12
Interim CEO recently bought US$1.0m worth of stock On the 10th of November, Jacob Leach bought around 18k shares on-market at roughly US$55.04 per share. This transaction amounted to 6.6% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent buy, Jacob has been a net seller over the last 12 months, reducing personal holdings by US$275k. Reported Earnings • Nov 02
Third quarter 2025 earnings: EPS and revenues exceed analyst expectations Third quarter 2025 results: EPS: US$0.73 (up from US$0.34 in 3Q 2024). Revenue: US$1.21b (up 22% from 3Q 2024). Net income: US$283.8m (up 111% from 3Q 2024). Profit margin: 24% (up from 14% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.6%. Earnings per share (EPS) also surpassed analyst estimates by 27%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Medical Equipment industry in the US. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has fallen by 20% per year, which means it is significantly lagging earnings. Valuation Update With 7 Day Price Move • Oct 31
Investor sentiment deteriorates as stock falls 17% After last week's 17% share price decline to US$58.20, the stock trades at a forward P/E ratio of 26x. Average trailing P/E is 28x in the Medical Equipment industry in the US. Total loss to shareholders of 49% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$115 per share. 공시 • Oct 31
DexCom, Inc. Raises Earnings Guidance for the Fiscal Year 2025 DexCom, Inc. raised earnings guidance for the fiscal year 2025. For the year, the company expected revenue of $4.630 billion - $4.650 billion (approximately 15% growth). 공시 • Oct 29
Bragar Eagel & Squire, P.C. Files Class Action Lawsuit Against Dexcom, Inc Bragar Eagel & Squire, P.C., announced that a class action lawsuit has been filed against DexCom, Inc. in the United States District Court for the Southern District of New York on behalf of all persons and entities who purchased or otherwise acquired DexCom securities between July 26, 2024 and September 17, 2025, both dates inclusive (the “Class Period”). Investors have until December 26, 2025 to apply to the Court to be appointed as lead plaintiff in the lawsuit. The Complaint alleges that, throughout the Class Period, Defendants made materially false and misleading statements regarding the Company's business, operations, and compliance policies. Specifically, Defendants made false and/or misleading statements and/or failed to disclose that: (i) DexCom had made material design changes to the G6 and G7 unauthorized by the United States Food and Drug Administration (the "FDA"); (ii) the foregoing design changes rendered the G6 and G7 less reliable than their prior iterations, presenting a material health risk to users relying on those devices for accurate glucose readings; (iii) accordingly, Defendants' purported enhancements to the G7, as well as the device's reliability, accuracy, and functionality, were overstated; (iv) Defendants downplayed the true scope and severity of the issues and health risks posed by adulterated G7 devices; (v) all the foregoing subjected DexCom to an increased risk of heightened regulatory scrutiny and enforcement action, as well as significant legal, reputational, and financial harm; and (vi) as a result, Defendants' public statements were materially false and/or misleading at all relevant times. 공시 • Oct 28
DexCom, Inc. Appoints Euan Ashley to Board of Directors, Effective October 24, 2025 DexCom, Inc. announced the appointment of Euan Ashley to its Board of Directors, effective October 24, 2025. Dr. Ashley is a renowned researcher, entrepreneur, and clinician with extensive leadership experience at healthcare research institutions and private organizations. He currently serves as Chair of the Department of Medicine at Stanford University, overseeing Stanford's largest department with 15 divisions and over 800 faculty. Dr. Ashley’s research extends across precision medicine, data science, artificial intelligence, and digital health. He has also co-founded seven biotechnology companies and serves as the co-director of Stanford’s biomedical innovation-translation program, Catalyst, which invests in the university’s most promising biomedical innovations. Dr. Ashley brings to the Dexcom Board a leading clinical perspective for strategic guidance related to medical technology development and healthcare innovation. Dr. Euan Ashley currently serves as Chair of the Department of Medicine of Stanford University. Dr. Ashley has held various roles at Stanford University since 2006, including Chair of the Department of Medicine from 2024 to present, Associate Dean from 2019 to 2024, Co-Director of Stanford Medicine Catalyst from 2019 to present, and Professor of Medicine, Genetics and Biomedical Data Science from 2006 to present. Dr. Ashley founded the Center for Inherited Cardiovascular Disease in 2009 and the Clinical Genomics program in 2014. Dr. Ashley has founded several biotechnology companies including Personalis Inc. ($PSNL), a personalized cancer testing company (2012); Deepcell, Inc., a single cell analysis company (2016); Svexa, a human performance artificial intelligence company (2019); Saturnus Bio, a therapeutics company (2024); and Swift Bio, a genomic diagnostics company (2025). From 2020 to present, Dr. Ashley has served on the Board of Directors of AstraZeneca Plc, a pharmaceutical company. Dr. Ashley received a Bachelor’s degree in Physiology from the University of Glasgow, a Doctor of Medicine from the University of Glasgow, and a Doctor of Philosophy from the University of Oxford. He was trained in Cardiology at Stanford University. 공시 • Oct 02
DexCom, Inc. to Report Q3, 2025 Results on Oct 30, 2025 DexCom, Inc. announced that they will report Q3, 2025 results at 4:00 PM, US Eastern Standard Time on Oct 30, 2025 공시 • Sep 15
Dexcom, Inc. Spotlights Upcoming Feature Launches, Improved Health Outcomes and Cost-Effectiveness with Dexcom Glucose Biosensing At EASD 2025 DexCom, Inc. announced it will present new product features and a compilation of new evidence that shows the benefits of its glucose biosensing technology for people with all types of diabetes at the upcoming 61st annual European Association for the Study of Diabetes (EASD) Conference. Dexcom CGM: The choice for improving health outcomes and cost-effectiveness across diabetes types: Dexcom is presenting several abstracts during the five-day conference showcasing clinical and real-world evidence that support the benefits of Dexcom glucose biosensing. Key abstract highlights include: Glycaemic control and pregnancy outcomes with real-time continuous glucose monitoring in gestational diabetes (GRACE): an open-label, international, randomised controlled trial: CGM use by women with gestational diabetes reduced the risk of babies being born large for their gestational age and demonstrated better glycaemic control compared to women with gestational diabetes using fingersticks, reinforcing CGM should be offered as a standard of care to women with gestational diabetes. The effects of pre-meal and post-meal exercise on postprandial glucose excursions in pregnant women with type 1 diabetes: Dexcom CGM data identified how pregnant women with Type 1 diabetes can optimize their glucose excursions around meals with exercise, revealing a simple but powerful tool to potentially help prevent maternal-neonatal complications that are linked with impaired glucose excursions. Real-time continuous glucose monitoring vs hourly point-of-care testing in diabetic ketoacidosis: impact on clinical outcomes: Remote real-time monitoring with Dexcom CGM can be safe and effective for hospitalized adults suffering from Diabetic Ketoacidosis (DKA), reducing the need for point of care glucose tests. Other previous research from Dexcom around DKA includes the COACH study which showcased the low incidence rate of DKA and the effectiveness of CGM in preventing hypoglycemia for people with diabetes outside of the hospital setting. When participants in the COACH study were switched from fingersticks to Dexcom CGM, hypoglycemic events were reduced by nearly 65%. Cost-effectiveness of real-time continuous glucose monitoring for people with type 2 diabetes on insulin therapy in Japan: A new model projected CGM is more cost-effective for people with Type 2 diabetes on insulin therapies in Japan than fingersticks; and it can reduce eye, renal, neuropathy and cardiovascular complications, adding quality-adjusted life years for these patients. Recent Insider Transactions Derivative • Sep 10
Independent Director notifies of intention to sell stock Kyle Malady intends to sell 667 shares in the next 90 days after lodging an Intent To Sell Form on the 5th of September. If the sale is conducted around the recent share price of US$80.86, it would amount to US$54k. Since March 2025, Kyle's direct individual holding has increased from 15.53k shares to 18.14k. Company insiders have collectively sold US$10m more than they bought, via options and on-market transactions in the last 12 months. Valuation Update With 7 Day Price Move • Aug 06
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to US$75.46, the stock trades at a forward P/E ratio of 33x. Average trailing P/E is 28x in the Medical Equipment industry in the US. Total loss to shareholders of 11% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$117 per share. Reported Earnings • Jul 31
Second quarter 2025 earnings: EPS and revenues exceed analyst expectations Second quarter 2025 results: EPS: US$0.46 (up from US$0.36 in 2Q 2024). Revenue: US$1.16b (up 15% from 2Q 2024). Net income: US$179.8m (up 25% from 2Q 2024). Profit margin: 16% (up from 14% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.9%. Earnings per share (EPS) also surpassed analyst estimates by 5.5%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Medical Equipment industry in the US. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings. 공시 • Jul 29
Dexcom Launches Revolutionary AI-Powered Meal Logging Feature Across Glucose Biosensing Portfolio DexCom, Inc. announced it has released a new AI-powered photo meal logging feature to Stelo, the first over-the-counter glucose biosensor cleared by the FDA in the United States, following the feature's launch on Dexcom G7 earlier this year. Users can now take a photo of their food in their Stelo or Dexcom G7 app where AI will automatically identify the ingredients and populate the meal description. Dexcom's Smart Food Logging feature encourages and enables users to log their meals more consistently. Stelo and Dexcom G7 users can now simply take a photo of their food In the app where AI will automatically identify The ingredients and populate the meal description". The addition of Smart Food Logging is yet another demonstration of Dexcom's commitment to continued innovation and AI. This new feature joins other recently announced enhancements across Dexcom's glucose biosensing portfolio, including: Weekly Insights in Stelo: The first GenAI feature in Stelo, which offers users more personalized tips, recommendations, and education related to diet, exercise, and sleep that are contextualized within the Stelo app. Stelo integration with Oura: The first-ever integration of glucose biosensing data in the Oura app. When Stelo is synced with Oura, users have a holistic view of their body's biometrics, now including glucose. This integration empowers users to understand the impact of different health behaviors and work towards optimal metabolic health. Customizable target range in Dexcom G7: A new feature that enables users to adjust their glucose target ranges in Clarity Card within the Dexcom G7 app, beyond default settings - allowing for greater personalization across user groups. Glucose Impact in Dexcom G7 and Stelo: Glucose Impact offers a new focused view for logged events to see a clearer picture and gain a deeper understanding of how meals, activities, and sleep patterns affect glucose levels. Stelo and DexcomG7 users can now access the Smart Food Logging feature by updating to the latest version of the app on iOS and Android platforms. 공시 • Jul 02
DexCom, Inc. to Report Q2, 2025 Results on Jul 30, 2025 DexCom, Inc. announced that they will report Q2, 2025 results After-Market on Jul 30, 2025 공시 • Jun 24
Stelo Files Suit in Federal District Court for the Central District of California Against Dexcom, Inc Stelo has filed suit in Federal District Court for the Central District of California against San Diego-based Dexcom, Inc. asserting that the latter's recently launched, over-the-counter Stelo Wearable Glucose Biosensor sold to pre-diabetic patients has caused, and will continue to cause, unwarranted consumer confusion that Stelo is affiliated with Dexcom. Specifically, since the launch of the Stelo biosensor, more than 3,000 of its customers have contacted Stelo seeking customer support for their software-based biosensor, including complaints directed to the efficacy of the system. To date, Dexcom has been unwilling to address the confusion of its customers or the misplaced association of Dexcom with Stelo. The complaint alleges that Dexcom launched its Stelo biosensor despite knowing of Stelo's separate software business and despite the fact that the United States Patent and Trademark Office issued an Office Action denying Dexcom's effort to register a Stelo trademark for use of its biosensor. Since its launch in August of 2024, and because of Dexcom's strong marketing push supporting the first over-the-counter continuous glucose monitor for prediabetic patients, public attention now overwhelmingly associates Stelo with Dexcom. The relevant public associates Stelo, the software company, as an affiliate of Dexcom. This misplaced affiliation had destroyed the independent goodwill Stelo built in the name. Stelo intends to ask the court to preliminarily enjoin Dexcom use of the Stelo name with respect to its biosensor to quell consumer confusion and mitigate Stelo's customer support being inundated with health-related and software support questions from concerned Dexcom customers. The lawsuit asserted both Federal, state, and common law claims for trademark infringement as well as for unfair competition. In addition to seeking to enjoin Dexcom's use of the Stelo name, Stelo seeks compensatory damages for its loss of goodwill as well as its efforts to correct the public misconception that Stelo is somehow affiliated with Dexcom. Stelo is represented in this matter by Fox Rothschild LLP. Valuation Update With 7 Day Price Move • May 08
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to US$83.35, the stock trades at a forward P/E ratio of 40x. Average trailing P/E is 30x in the Medical Equipment industry in the US. Total returns to shareholders of 5.9% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$114 per share. Reported Earnings • May 02
First quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behind First quarter 2025 results: EPS: US$0.27 (down from US$0.38 in 1Q 2024). Revenue: US$1.04b (up 13% from 1Q 2024). Net income: US$105.4m (down 28% from 1Q 2024). Profit margin: 10% (down from 16% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) missed analyst estimates by 12%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Medical Equipment industry in the US. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings. 공시 • Apr 10
Dexcom, Inc. Announces FDA Clearance of Dexcom G7 15 Day Continuous Glucose Monitoring System Dexcom, Inc. announced the FDA has cleared the Dexcom G7 15 Day Continuous Glucose Monitoring System for people over the age of 18 with diabetes in the United States. With an overall MARD of 8.0%, Dexcom G7 15 Day builds on the performance of Dexcom CGM, which is clinically proven to lower A1C, reduce hyper- and hypoglycemia and increase time in range. 공시 • Apr 03
DexCom, Inc. to Report Q1, 2025 Results on May 01, 2025 DexCom, Inc. announced that they will report Q1, 2025 results After-Market on May 01, 2025 공시 • Mar 29
DexCom, Inc., Annual General Meeting, May 08, 2025 DexCom, Inc., Annual General Meeting, May 08, 2025. 공시 • Mar 26
DexCom, Inc. Appoints Jon Coleman as Chief Commercial Officer DexCom, Inc. announced the appointment of Jon Coleman as chief commercial officer. In this role, Mr. Coleman will assume responsibility for Dexcom’s global commercial organization, including global sales, marketing and customer experience. Mr. Coleman joins Dexcom with more than 30 years of global commercial leadership experience across multiple healthcare segments and channels. Mr. Coleman served as an executive officer of Masimo Corporation, where he held roles of increasing responsibility across his fifteen-year tenure. This included serving as president of Masimo’s commercial teams where he oversaw the consolidation of its worldwide hospital sales, OEM, alternate care sales, and clinical teams along with the customer service and hospital conversion teams. Mr. Coleman also held significant roles at Pfizer’s Consumer Healthcare business, leading as vice president and general manager of Canada and the Caribbean region after several years of regional leadership in Asia and Latin America. Across his various roles at these organizations, Mr. Coleman established a track record of scaling operations, developing innovative products, entering new markets, and delivering strong growth performance. Prior to his role as president – Worldwide OEM & Global Health at Masimo, Mr. Coleman held several roles of increasing responsibility at Masimo including president – Worldwide Sales, Professional Services, Medical Affairs, and OEM and president – International. Before joining Masimo, he was general manager – Americas region for Targus Group International, Inc. Before that, Mr. Coleman spent more than a decade in leadership of the Consumer Healthcare business at Pfizer, revitalizing growth as vice president and general manager – Canada and Caribbean region and driving double-digit growth as region director – Asia. Before joining Pfizer, Mr. Coleman began his career with roles at the Procter & Gamble Company and Bain & Company. Mr. Coleman earned an M.B.A. from Harvard Business School and a Bachelor of Arts degree in International Relations from Brigham Young University. Recent Insider Transactions • Mar 17
Executive Chairman recently sold US$2.3m worth of stock On the 12th of March, Kevin Sayer sold around 32k shares on-market at roughly US$70.38 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth US$2.9m. Kevin has been a net seller over the last 12 months, reducing personal holdings by US$5.2m. 공시 • Mar 10
DexCom, Inc. Appoints Renée Galá as A Director DexCom, Inc. announced the appointment of Renée Galá as a director, effective March 6, 2025. Ms. Galá is an accomplished executive with significant financial, strategic and operational leadership experience across the life sciences sector. She currently serves as President and Chief Operating Officer of Jazz Pharmaceuticals Public Limited Company, a global biopharmaceutical company with greater than $4 billion in total revenues in 2024 whose purpose is to innovate to transform the lives of patients and their families. In this role for Jazz Pharmaceuticals, Ms. Galá oversees global business operations including commercial operations, research and development, manufacturing, corporate strategy and quality. She brings to the Dexcom Board a strong track record of strategic and financial leadership at high-growth companies, including oversight of key international expansion initiatives and business development collaborations. Valuation Update With 7 Day Price Move • Mar 10
Investor sentiment deteriorates as stock falls 18% After last week's 18% share price decline to US$70.72, the stock trades at a forward P/E ratio of 36x. Average trailing P/E is 32x in the Medical Equipment industry in the US. Total loss to shareholders of 31% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$114 per share. Buy Or Sell Opportunity • Feb 19
Now 20% undervalued Over the last 90 days, the stock has risen 20% to US$89.68. The fair value is estimated to be US$112, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 40%. For the next 3 years, revenue is forecast to grow by 13% per annum. Earnings are also forecast to grow by 19% per annum over the same time period. 공시 • Feb 15
Dexcom, Inc. Reiterates Its Earnings Guidance for the Year 2025 DexCom, Inc. reiterating its earnings guidance for the year 2025. For the year, company anticipated total revenue of $4.60 billion (14% growth). Reported Earnings • Feb 14
Full year 2024 earnings: EPS misses analyst expectations Full year 2024 results: EPS: US$1.46 (up from US$1.40 in FY 2023). Revenue: US$4.03b (up 11% from FY 2023). Net income: US$576.2m (up 6.4% from FY 2023). Profit margin: 14% (in line with FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 7.8%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Medical Equipment industry in the US. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings. Recent Insider Transactions • Jan 31
Executive Chairman recently sold US$2.9m worth of stock On the 29th of January, Kevin Sayer sold around 33k shares on-market at roughly US$86.91 per share. This transaction amounted to 14% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Kevin has been a net seller over the last 12 months, reducing personal holdings by US$6.9m. 
