DexCom (DXCM) Hisse Özeti
Bir tıbbi cihaz şirketi olan DexCom, Inc. diyabet ve metabolik sağlık yönetimi için sürekli glikoz izleme (CGM) sistemlerinin Amerika Birleşik Devletleri'nde ve uluslararası alanda tasarımı, geliştirilmesi ve ticarileştirilmesine odaklanmaktadır. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 4/6 |
| Gelecekteki Büyüme | 2/6 |
| Geçmiş Performans | 6/6 |
| Finansal Sağlık | 6/6 |
| Temettüler | 0/6 |
Ödüller
Risk Analizi
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DXCM Community Fair Values
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Analyst Price Targets
DexCom, Inc. Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | US$60.61 |
| 52 Haftanın En Yüksek Seviyesi | US$89.98 |
| 52 Haftanın En Düşük Seviyesi | US$54.11 |
| Beta | 1.4 |
| 1 Aylık Değişim | -5.33% |
| 3 Aylık Değişim | -11.08% |
| 1 Yıllık Değişim | -28.74% |
| 3 Yıllık Değişim | -49.33% |
| 5 Yıllık Değişim | -25.49% |
| Halka arzdan bu yana değişim | 1,965.08% |
Son Haberler & Güncellemeler
Analiz Güncellemesi • May 07
DXCM: Share Repurchases And Guidance Reaffirmation Will Support Future Healthcare Momentum
Analysts have trimmed their average price target on DexCom by about $3 to reflect slightly lower modeled revenue growth, a modestly reduced future P/E assumption, and updates to discount rate and margin expectations following a series of recent target changes across Wall Street firms. Analyst Commentary Recent research on DexCom has centered on fine tuning price targets and valuation assumptions rather than making wholesale changes to fundamental views.
Yeni Analiz • May 02
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?Analiz Güncellemesi • Apr 22
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.Recent updates
Analiz Güncellemesi • May 07
DXCM: Share Repurchases And Guidance Reaffirmation Will Support Future Healthcare Momentum
Analysts have trimmed their average price target on DexCom by about $3 to reflect slightly lower modeled revenue growth, a modestly reduced future P/E assumption, and updates to discount rate and margin expectations following a series of recent target changes across Wall Street firms. Analyst Commentary Recent research on DexCom has centered on fine tuning price targets and valuation assumptions rather than making wholesale changes to fundamental views.Yeni Analiz • May 02
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?Analiz Güncellemesi • Apr 22
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.Analiz Güncellemesi • Apr 05
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.Analiz Güncellemesi • Mar 22
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.Analiz Güncellemesi • Mar 08
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.Analiz Güncellemesi • Feb 21
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.Analiz Makalesi • Feb 19
The Strong Earnings Posted By DexCom (NASDAQ:DXCM) Are A Good Indication Of The Strength Of The Business
Even though DexCom, Inc.'s ( NASDAQ:DXCM ) recent earnings release was robust, the market didn't seem to notice. Our...Analiz Güncellemesi • Feb 05
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.Analiz Güncellemesi • Jan 22
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.Analiz Güncellemesi • Jan 07
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.Analiz Güncellemesi • Dec 15
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.Analiz Güncellemesi • Nov 29
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.Analiz Güncellemesi • Nov 15
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.Analiz Makalesi • Nov 02
Earnings Beat: DexCom, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models
As you might know, DexCom, Inc. ( NASDAQ:DXCM ) just kicked off its latest quarterly results with some very strong...Analiz Güncellemesi • Oct 31
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.Analiz Güncellemesi • Oct 17
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.Seeking Alpha • Oct 06
DexCom May Be The Most Underrated Growth Story In Healthcare
Summary DexCom receives a BUY rating due to strong growth, expanding margins, and the launch of Stelo, the first OTC CGM for non-insulin users. DXCM raised its 2025 outlook, targeting $4.6B+ in revenue, 62% gross margin, and 21% operating margin, supported by recurring sensor sales and innovation. Stelo opens a new market, providing a gateway to the G7 ecosystem and offering a scalable, user-friendly platform with medical-grade positioning. Risks include fierce competition, FDA warning letters, and uncertainty in OTC user conversion, but DXCM's growth, margins, and catalysts justify its valuation. Read the full article on Seeking AlphaAnaliz Güncellemesi • Oct 03
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.Analiz Makalesi • Jul 22
We Think DexCom (NASDAQ:DXCM) Can Manage Its Debt With Ease
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Analiz Makalesi • Jul 09
DexCom's (NASDAQ:DXCM) Returns On Capital Are Heading Higher
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'd...Analiz Makalesi • May 16
Is DexCom, Inc. (NASDAQ:DXCM) Trading At A 24% Discount?
Key Insights The projected fair value for DexCom is US$113 based on 2 Stage Free Cash Flow to Equity Current share...Seeking Alpha • Mar 04
DexCom: Valuation Does Not Factor In Slowing Growth
Summary DexCom's growth is slowing, with 2024 marking the slowest growth year in a decade and 2025 expected to follow suit with ~14% growth. Intensifying competition from Abbott and Medtronic and the rise of GLP-1 drugs pose significant threats to DXCM's market position and growth projections. The valuation of DXCM at 43x non-GAAP forward P/E and 7.5x forward price to sales does not adequately factor in these emerging risks. Given the current competitive landscape and potential market disruptions, I recommend a sell rating on DXCM to lock in gains. Read the full article on Seeking AlphaSeeking Alpha • Jan 17
DexCom: Fairly Priced In 2025; Why I'm Not Expecting A Share Price Comeback
Summary DexCom, Inc.'s growth is impressive but limited by its niche market, with my projected ceiling being ~$7.5bn in peak annual revenues. Despite positive Q4 2024 results, DexCom's stock is fairly valued, with muted enthusiasm from Wall Street today, and a "Hold" rating for me for 2025. I suspect the market overestimated DexCom's mass-market potential, leading to a reality check and a savage bear run on its stock in the past year. Future growth hinges on expanding into new markets and developing diverse products, but significant breakthroughs are likely years away. This is a great product for a specific market, not a mass-market. Read the full article on Seeking AlphaSeeking Alpha • Dec 10
DexCom: Brighter 2025 From Stelo Ramp
Summary DexCom faces challenges in 2024 due to competition and missteps, but the long-term outlook for continuous glucose monitors remains strong. Q3 revenue grew only 2% y/y to $994.2 million, with temporary and long-lasting headwinds impacting growth and margins. The new over-the-counter Stelo CGM launched in August, offering a new growth vector and targeting non-insulin users, with significant ramp-up expected in 2025. Despite current difficulties, improved execution and a successful Stelo ramp-up in 2025 are crucial for DexCom to regain its growth trajectory. Read the full article on Seeking AlphaSeeking Alpha • Oct 25
DexCom Growing Into Its Valuation, But Still No Bargain
Summary DexCom's stock has declined 35% since my last bearish article, validating my "Sell" rating, though past bearish calls were incorrect as the stock previously doubled and tripled. Q3 results showed disappointing 2% revenue growth and a 26% decline in operating income, with U.S. revenue down 1.6% but international revenue up 11.8%. Increased competition from Medtronic and Abbott Laboratories, along with slowing growth rates, raises concerns about Dexcom's ability to maintain its market share. Despite improved valuation multiples, Dexcom remains overvalued; thus, I shift my rating from "Sell" to "Hold" but still consider it a watchlist candidate. Read the full article on Seeking AlphaSeeking Alpha • Oct 16
DexCom Q3 Preview: Walking On Eggshells With Its Channel Relationships
Summary DexCom's Q2 earnings report was disastrous, revealing internal sales channel issues and competitive pressures, leading to a Hold rating and lowered price targets. The company's reliance on channel sales, particularly DME partners, is crucial, and management's efforts to revitalize these relationships will be closely watched. Elevated inventory levels and potential margin pressures from expanding the sales force could further impact DexCom's financial performance in upcoming quarters. Key Q3 earnings factors include Stelo sales, updates on sales channels, and potential share buybacks amidst a challenging sales environment. Read the full article on Seeking AlphaSeeking Alpha • Sep 19
DexCom: Investors Discounting Long CGM Growth Runway
Summary DexCom's revised FY24 sales guidance in the Q2 earnings call led to a $18bn valuation reset, but management are optimistic about rebuilding BME sales channel. DexCom's newest G7 CGM competes closely with Abbott's FreeStyle Libre 3, both products have very similar features and design innovations. DexCom's forward multiples suggest the company is trading at a discount to slower growing peers Abbott Laboratories & Medtronic. Using Wall St estimates, by FY27, DexCom's valuation will have converged with peers but will experience significantly faster growth. The rise of GLP-1 drugs poses some risk to DexCom's T2D market, but CGMs are still likely to see a bigger T2D cohort overtime, as forecasted by multiple health agencies. Read the full article on Seeking AlphaSeeking Alpha • Aug 07
DexCom Q2 Earnings: Traditional Market Overreaction
Summary DexCom, Inc. is a medical device company specializing in continuous glucose monitors for insulin monitoring. Following a 33% drop in stock price after Q2 earnings, DexCom's lowered guidance still reflects double-digit growth and profitability. Demographic trends and health insurer support for continuous glucose monitoring provide strong growth potential, with a DCF analysis suggesting a 26% upside to current pricing. Read the full article on Seeking AlphaHissedar Getirileri
| DXCM | US Medical Equipment | US Pazar | |
|---|---|---|---|
| 7D | 0.9% | -3.3% | 2.2% |
| 1Y | -28.7% | -20.9% | 31.1% |
Getiri vs. Endüstri: DXCM geçen yıl % -20.9 oranında getiri sağlayan US Medical Equipment sektörünün gerisinde kaldı.
Getiri vs Piyasa: DXCM geçen yıl % 31.1 oranında getiri sağlayan US Piyasasının altında performans gösterdi.
Fiyat Oynaklığı
| DXCM volatility | |
|---|---|
| DXCM Average Weekly Movement | 5.1% |
| Medical Equipment Industry Average Movement | 8.4% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
İstikrarlı Hisse Senedi Fiyatı: DXCM son 3 ayda US piyasasına kıyasla önemli bir fiyat oynaklığı yaşamadı.
Zaman İçindeki Volatilite: DXCM 'nin haftalık oynaklığı ( 5% ) son bir yıldır istikrarlı seyretti.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 1999 | 11,050 | Jake Leach | www.dexcom.com |
Bir tıbbi cihaz şirketi olan DexCom, Inc. Amerika Birleşik Devletleri'nde ve uluslararası alanda diyabet ve metabolik sağlık yönetimi için sürekli glikoz izleme (CGM) sistemlerinin tasarımı, geliştirilmesi ve ticarileştirilmesine odaklanmaktadır. Şirket, entegre bir sürekli glikoz izleme sistemi olan Dexcom G7 ve G7 15 Day; bir CGM sistemi olan Dexcom G6; diyabet tedavisi kararları için parmakla kan şekeri testinin yerini alan Dexcom ONE+; insülin kullanmayan prediyabet ve Tip 2 diyabetli yetişkinler için tasarlanmış bir biyosensör olan Stelo; bir uzaktan izleme sistemi olan Dexcom Share ve Dexcom Follow uygulamasını sunmaktadır. Ürünlerini doğrudan endokrinologlara, doktorlara ve diyabet eğitimcilerine pazarlamaktadır.
DexCom, Inc. Temel Bilgiler Özeti
| DXCM temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | US$23.39b |
| Kazançlar(TTM) | US$930.40m |
| Gelir(TTM) | US$4.82b |
25.1x
F/K Oranı4.9x
P/S OranıDXCM aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| DXCM gelir tablosu (TTM) | |
|---|---|
| Gelir | US$4.82b |
| Gelir Maliyeti | US$1.85b |
| Brüt Kâr | US$2.96b |
| Diğer Giderler | US$2.03b |
| Kazançlar | US$930.40m |
Son Raporlanan Kazançlar
Mar 31, 2026
Sonraki Kazanç Tarihi
n/a
| Hisse başına kazanç (EPS) | 2.41 |
| Brüt Marj | 61.50% |
| Net Kâr Marjı | 19.31% |
| Borç/Özkaynak Oranı | 42.0% |
DXCM uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/05/11 16:40 |
| Gün Sonu Hisse Fiyatı | 2026/05/08 00:00 |
| Kazançlar | 2026/03/31 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
DexCom, Inc. 52 Bu analistlerden 25, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Jeffrey Johnson | Baird |
| Travis Steed | Barclays |
| Matthew Miksic | Barclays |