DXCM Dexcom Inc

$DXCM Q3 Earnings: Strong execution in the U.S. market, significant margin expansion, and a raised full-year outlook. •Total revenue: $1.34B (+11% YOY) •Adjusted EPS: $0.73 • Annual Guidance: Revenue of $5.20 - $5.25B (12-13% growth). •$1 billion stock-repurchase program. ​$DXCM said its largest increase in CGM sales came from people with type 2 diabetes, including those not taking insulin. Those CGM's are not cheap! They need to be replaced every 15 days. A 90-day supply costs $3,000. They are growing in popularity because of their smaller profile and expanded insurance coverage. Data also transmits directly to Apple Watch & mobile apps for discreet monitoring convenience. Upcoming Catalysts: •CGM usage is expanding into markets for individuals who have Type 2 diabetes but don't use insulin. •The Dexcom G7 15 Day CGM System is set to launch in Canada in November. •Dexcom G8 (Half the size of the G7) has a planned FDA submission in 2027; launch expected late 2027 or 2028. #LONG

$DXCM reports earnings today after the close. I’m bullish heading into the report: DXCM has beaten EPS estimates in 6 of its last 8 reports, according to Stock Meadow.

$DXCM This thing is like a roller coaster! 🤤 lots of flippers! I have in the past too but I’m long now! 🤪

$DXCM Hold your nose and buy! Filled one order, another one waiting. Best of luck to all longs./

$DXCM update: as of Oct 15, Dexcom still had issued no breach notice and ShinyHunters posted no sample files, so the eight suits plead the alleged theft on information and belief. Nothing to claim. Open Class Actions.

$DXCM: the California Dexcom complaint proposes a class of consumers and employees, not just glucose monitor users. It cites 2.8M active customers globally. Dexcom still has not confirmed any breach. Nothing to claim. Open Class Actions.

$DXCM: eight Dexcom breach suits, six judges, no consolidation yet. On Oct 14 the court moved the second case to the first case judge under its low-number rule. Still no Dexcom confirmation. Nothing to claim. Open Class Actions.

$DXCM how is this stock still below 92 on that report in this environment?? The mkt makes absolutely zero sense...hoprefully it will begin to make sense soon...

$DXCM DexCom's release tonight led with the margin line, GAAP gross margin 64.3% vs 60.5% a year ago. The 10-Q inventory footnote is quieter and more expensive. Inventory reserve charges were 33.0 million dollars in Q3, more than double the 16.0 million a year ago, and 117.2 million dollars for the nine months vs 53.0 million last year. The filing ties them partly to the planned discontinuation of G6 manufacturing. At the same time finished goods jumped to 462.9 million dollars from 266.5 million at year end, while raw materials and work in process both shrank. Paying to exit G6 while stocking up for what comes next.

DexCom reported better-than-expected Q3 2026 results and raised its full-year outlook. Adjusted EPS came in at $0.73 versus Wall Street estimates of $0.67–$0.68, while revenue reached $1.344B versus $1.33B expected, representing 11% year-over-year growth. U.S. revenue increased 14%, while international sales grew 5%. Management raised its 2026 revenue guidance midpoint to $5.2B–$5.25B, implying approximately 12–13% annual growth, reflecting continued demand for its continuous glucose monitoring products. The company also authorized a new $1B share repurchase program, signaling confidence in cash generation and its commitment to shareholder returns. Additionally, DexCom plans to launch its G7 15 Day glucose monitoring system in Canada in November, with both public and private insurance reimbursement, providing another potential growth opportunity. $DXCM

$DXCM Q3 '26 Earnings Results & Recap • Reported GAAP EPS of $0.73 up 19.67% YoY • Reported revenue of $1.34B up 11.18% YoY • Dexcom raised fiscal year 2026 revenue guidance midpoint to $5.21B, reiterated non-GAAP gross profit margin guidance at approximately 64%, and increased non-GAAP operating margin and Adjusted EBITDA margin guidance to approximately 24% and 32%.

Anvesti closed a long position $DXCM 🔴 -6.36% $82.80 → $77.53 Model: ml_model_v2 · Score: 81.4 Reason: Stop Loss · 55 days

$DXCM Nice push. Keep bringing it! I want to see this move past $82. Lots of time left in today's trading. Congrats to those who held their nose this morning and bought low $80's. I hate to say it, but I told you so!

$DXCM Trying to pin this under $82. Insti's will be buying today. The drop is unwarranted on garbage news./

$DXCM why do people trade at this level while it is mooning based on the data. beats me😂

$DXCM: Published CONNECT trial data showed Dexcom's G7 cut A1C by 1.6% and added five daily hours in the target range.