What DexCom (DXCM)'s FDA-Cleared G7 15 Day CGM and Smart Basal Integration Means For Shareholders

• DexCom announced the launch of its FDA-cleared Dexcom G7 15 Day Continuous Glucose Monitoring system for adults with diabetes in the United States as of December 1, 2025, alongside the upcoming integration of the Smart Basal insulin dosing optimizer and new digital health collaborations.
• The enhanced Medicare coverage and integration with health technology platforms open DexCom's advanced glucose management solutions to a broader patient population, strengthening its position in connected care and remote glucose monitoring.
• We'll explore how FDA clearance of Smart Basal, leveraging Dexcom G7 sensor data, could shift DexCom's growth outlook for 2026 and beyond.

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DexCom Investment Narrative Recap

DexCom’s investment story centers on the continued expansion of CGM solutions into new patient populations and integration with digital platforms, supported by reimbursement gains and innovation leadership. The launch of the G7 15 Day system and upcoming Smart Basal feature could reinforce DexCom’s value proposition to healthcare providers and payers, but the most immediate catalyst, insurance coverage expansion for Type 2 diabetes, remains unchanged, while proposed CMS competitive bidding for CGMs still poses the largest risk to near-term margins.

Of the recent announcements, the FDA clearance of Dexcom Smart Basal stands out, as it leverages G7 sensor data to personalize insulin dosing for adults with Type 2 diabetes on long-acting insulin. This integration showcases DexCom’s momentum in digital health, aligning directly with catalysts related to capturing new segments and embedding CGMs into remote, tech-enabled care pathways.

However, against these growth drivers, investors should not overlook the possibility that a shift in Medicare policy or CMS pricing rules could significantly affect...

Read the full narrative on DexCom (it's free!)

DexCom's narrative projects $6.5 billion revenue and $1.4 billion earnings by 2028. This requires 14.8% yearly revenue growth and a $828.5 million earnings increase from $571.5 million today.

Uncover how DexCom's forecasts yield a $84.96 fair value, a 41% upside to its current price.

Exploring Other Perspectives

Seven retail investors in the Simply Wall St Community estimate DexCom’s fair value between US$84.96 and US$126.24 per share. With coverage and pricing changes still looming as critical factors, your outlook may differ widely from the crowd.

Explore 7 other fair value estimates on DexCom - why the stock might be worth over 2x more than the current price!

Build Your Own DexCom Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your DexCom research is our analysis highlighting 4 key rewards that could impact your investment decision.
• Our free DexCom research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate DexCom's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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