DexCom, Inc.

NasdaqGS:DXCM 주식 리포트

시가총액: US$23.2b

DexCom 향후 성장

Future 기준 점검 2/6

DexCom (는) 각각 연간 15.4% 및 10.6% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 14.2% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 30.5% 로 예상됩니다.

핵심 정보

15.4%

이익 성장률

14.20%

EPS 성장률

Medical Equipment 이익 성장15.9%
매출 성장률10.6%
향후 자기자본이익률30.50%
애널리스트 커버리지

Good

마지막 업데이트04 May 2026

최근 향후 성장 업데이트

Earnings Beat: DexCom, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

Nov 02
Earnings Beat: DexCom, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

Recent updates

Type 2 Coverage Expansion And AI Features Will Shape A Balanced Long Term Outlook

Catalysts About DexCom DexCom develops and sells continuous glucose monitoring systems used by people with diabetes around the world. What are the underlying business or industry changes driving this perspective?

DXCM: AI Coaching And Share Repurchases Will Support Future Healthcare Momentum

Analysts have made a small trim to DexCom's implied value, cutting the analyst price target by about $0.25, as they balance slightly softer modeled growth and margins with generally supportive recent research, including multiple target increases following the latest medtech sector updates. Analyst Commentary Recent research on DexCom reflects a mix of optimism and caution as analysts adjust their models and targets across the medtech group.

DXCM: AI Coaching And Buybacks Will Support Future Healthcare Momentum

Analysts have nudged DexCom's fair value estimate higher to $87.13 from $86.12, citing a series of upward price target revisions that cluster around the low to mid $80s, while one firm maintains a more cautious view focused on rising competition. Analyst Commentary Recent research on DexCom reflects a split view, with several bullish analysts lifting price targets into the low to mid US$80s, while at least one bearish voice is positioning closer to the low US$70s.

DXCM: AI Coaching And Buybacks Will Support Future Market Share Confidence

DexCom's fair value estimate edges up by about $0.27 as analysts fine tune assumptions on the discount rate, revenue growth, profit margin, and future P/E, following a mix of price target changes across the Street, including recent upward revisions toward $84 to $86 and a lower $71 target tied to competition concerns. Analyst Commentary Recent Street research on DexCom reflects a split view, with some firms nudging targets higher into the mid $80s and others pushing back toward the low $70s on competition concerns.

DXCM: AI Coaching And Share Repurchases Will Support Long-Term Confidence

DexCom's intrinsic value estimate nudged higher to $85.85, with analysts modestly lifting price targets, often in the $1 to $12 range, as they weigh recent target increases against a Barclays downgrade that highlights rising competitive pressure in continuous glucose monitoring. Analyst Commentary Recent research on DexCom reflects a split tape, with several firms adjusting price targets higher by amounts in the low single digits to low teens, while one major firm has moved to a more cautious stance with a lower target and an Underweight rating.

DXCM: Medicare Support And AI Coaching Rollout Will Sustain Long-Term Confidence

Our updated DexCom narrative reflects a small increase in fair value to $85.46. Analysts point to a mix of modestly lower assumed revenue growth, slightly higher profit margin expectations, a reduced future P/E multiple, and a series of recent price target adjustments that are mostly higher in dollar terms despite some concerns around rising competition.

The Strong Earnings Posted By DexCom (NASDAQ:DXCM) Are A Good Indication Of The Strength Of The Business

Feb 19
The Strong Earnings Posted By DexCom (NASDAQ:DXCM) Are A Good Indication Of The Strength Of The Business

DXCM: Medicare Support And AI Coaching Features Will Sustain Long-Term Confidence

Analysts made only a slight upward tweak to the DexCom price target to about US$85, reflecting small adjustments to their growth, margin and P/E assumptions as they balance caution on rising competition with support from recent positive research updates. Analyst Commentary Recent research on DexCom reflects a split view, with some analysts highlighting supportive policy signals and valuation upside, while others focus on intensifying competition and reduced price targets.

DXCM: Medicare Support And 2026 Sensor Expansion Will Sustain Long-Term Confidence

Our DexCom price target edges down to about $85 from $85.27, reflecting slightly lower assumed profit margins and P/E multiple, partly offset by analysts citing supportive Medicare reimbursement commentary and mixed Street views on competition, valuation, and 2026 guidance. Analyst Commentary Recent research on DexCom highlights a clear split between bullish and bearish analysts, with views clustering around competition, execution on guidance, and how much investors are willing to pay for the stock through the P/E multiple.

DXCM: Medicare Support And New Sensor Duration Will Sustain Long-Term Confidence

Analysts nudged their fair value estimate for DexCom slightly higher to about $85 per share, citing a generally supportive regulatory backdrop for continuous glucose monitors and noting that recent price target cuts still reflect confidence in the company’s long term patient growth and product profile. Analyst Commentary Recent research updates on DexCom highlight a mix of optimism around the core continuous glucose monitor franchise and caution around guidance, pricing, and execution into 2026.

DXCM: Medicare Reimbursement Stability Will Support Confidence Despite Emerging Legal And Safety Headlines

Analysts have nudged our DexCom fair value estimate slightly higher, from $84.31 to $84.85, as they balance recent price target cuts with continued Buy and Outperform ratings that point to resilient growth, stable margins, and a favorable regulatory and product backdrop. Analyst Commentary Street research continues to reflect a constructive long term view on DexCom, even as recent reports incorporate more conservative assumptions and lower base case price targets.

DXCM: Medicare Payment Developments Will Drive Confidence Despite Recent Short-Term Weakness

DexCom's analyst price target has decreased modestly to approximately $84.31 from $84.96, as analysts cite a mix of positive Medicare policy developments and tempered optimism following company guidance updates and recent survey data. Analyst Commentary Recent analyst research on DexCom reflects both optimism about the company's long-term prospects and concerns regarding near-term execution and growth trends.

DXCM: Share Recovery Likely With Positive Setup Expected For 2026

Analysts have lowered their price targets for DexCom, reducing the fair value estimate from $98.40 to $84.96. This reflects a reaction to recent conservative guidance, weaker growth outlook, and updated margin expectations.

Earnings Beat: DexCom, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

Nov 02
Earnings Beat: DexCom, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

DXCM: Expanding Reimbursement Will Drive Gains Despite Market Uncertainty

The consensus analyst price target for DexCom was recently lowered, with the average fair value estimate moving down by less than $1 to approximately $98.40. Analysts cite investor concerns around the company’s conservative guidance and gross margin pressure, but remain generally positive on long-term growth and patient retention trends.

Insurance Reimbursement And Digital Health Integration Will Unlock Global Potential

DexCom's average analyst price target has decreased by approximately $1.58 to around $98.96. Analysts are recalibrating their outlook in light of mixed survey results and a shift in assumptions around reimbursement trends and profitability expectations.

DexCom May Be The Most Underrated Growth Story In Healthcare

Oct 06

Insurance Reimbursement And Digital Health Integration Will Unlock Global Potential

Analysts have modestly reduced DexCom's fair value estimate by approximately $1.54 to $100.54 per share. This change reflects slightly lower revenue growth projections and recent adjustments in price targets based on mixed survey data and evolving reimbursement trends.

We Think DexCom (NASDAQ:DXCM) Can Manage Its Debt With Ease

Jul 22
We Think DexCom (NASDAQ:DXCM) Can Manage Its Debt With Ease

DexCom's (NASDAQ:DXCM) Returns On Capital Are Heading Higher

Jul 09
DexCom's (NASDAQ:DXCM) Returns On Capital Are Heading Higher

Is DexCom, Inc. (NASDAQ:DXCM) Trading At A 24% Discount?

May 16
Is DexCom, Inc. (NASDAQ:DXCM) Trading At A 24% Discount?

DexCom: Valuation Does Not Factor In Slowing Growth

Mar 04

DexCom: Fairly Priced In 2025; Why I'm Not Expecting A Share Price Comeback

Jan 17

DexCom: Brighter 2025 From Stelo Ramp

Dec 10

DexCom Growing Into Its Valuation, But Still No Bargain

Oct 25

DexCom Q3 Preview: Walking On Eggshells With Its Channel Relationships

Oct 16

DexCom: Investors Discounting Long CGM Growth Runway

Sep 19

DexCom Q2 Earnings: Traditional Market Overreaction

Aug 07

이익 및 매출 성장 예측

NasdaqGS:DXCM - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/20286,5351,4161,5992,05918
12/31/20275,8491,1601,2591,73725
12/31/20265,2279619931,44825
3/31/20264,8189301,4291,783N/A
12/31/20254,6628361,0771,441N/A
9/30/20254,5167211,0621,448N/A
6/30/20254,301572571988N/A
3/31/20254,148535575964N/A
12/31/20244,033576631990N/A
9/30/20243,954681535822N/A
6/30/20243,935667666891N/A
3/31/20243,802639584802N/A
12/31/20233,622542512749N/A
9/30/20233,403377500747N/A
6/30/20233,198358466771N/A
3/31/20233,023293416754N/A
12/31/20222,910341305670N/A
9/30/20222,793244261643N/A
6/30/20222,673230216597N/A
3/31/20222,57225895486N/A
12/31/20212,44921753443N/A
9/30/20212,319577140509N/A
6/30/20212,170562101409N/A
3/31/20212,027530236502N/A
12/31/20201,927550277476N/A
9/30/20201,821231264447N/A
6/30/20201,716205209394N/A
3/31/20201,601148131305N/A
12/31/20191,476101N/A315N/A
9/30/20191,351-171N/A205N/A
6/30/20191,222-170N/A167N/A
3/31/20191,128-130N/A144N/A
12/31/20181,032-127N/A123N/A
9/30/201891543N/A131N/A
6/30/2018833-5N/A110N/A
3/31/2018761-33N/A83N/A
12/31/2017719-50N/A92N/A
9/30/2017669-48N/A64N/A
6/30/2017633-65N/A51N/A
3/31/2017599-88N/A57N/A
12/31/2016573-66N/A56N/A
9/30/2016533-57N/A54N/A
6/30/2016490-80N/A49N/A
3/31/2016445-64N/A45N/A
12/31/2015402-58N/A49N/A
9/30/2015356-58N/A46N/A
6/30/2015319-20N/A40N/A

애널리스트 향후 성장 전망

수입 대 저축률: DXCM 의 연간 예상 수익 증가율(15.4%)이 saving rate(3.5%)보다 높습니다.

수익 vs 시장: DXCM 의 연간 수익(15.4%)이 US 시장(16.1%)보다 느리게 성장할 것으로 예상됩니다.

고성장 수익: DXCM 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: DXCM 의 수익(연간 10.6%)이 US 시장(연간 11.3%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: DXCM 의 수익(연간 10.6%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: DXCM의 자본 수익률은 3년 후 30.5%로 높을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/05 05:14
종가2026/05/05 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

DexCom, Inc.는 52명의 분석가가 다루고 있습니다. 이 중 25명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Jeffrey JohnsonBaird
Matthew MiksicBarclays
Travis SteedBarclays