Professional
Added to YB: 2026-05-22
Pitch date: 2026-04-10
DXCM [neutral]
DexCom, Inc.
+12.36%
current return
Author Info
No bio for this author
Company Info
DexCom, Inc., a medical device company, focuses on the design, development, and commercialization of continuous glucose monitoring (CGM) systems for the management of diabetes and metabolic health in the United States and internationally.
Market Cap
$27.6B
Pitch Price
$63.99
Price Target
N/A
Dividend
N/A
EV/EBITDA
19.99
P/E
30.55
EV/Sales
5.51
Sector
Health Care Equipment and Supplies
Category
growth
Alpha Wealth Funds Portfolio Holding: DexCom, Inc.
DXCM (holding update): Q4 rev $1.26B (+13% YoY) beat but 2026 guide $5.16-$5.25B below est. New CEO Jake Leach bought $1M at $55.04. G7 15-day sensor launched, expanded Medicare for Type 2 non-insulin users (~12M addressable). Evercore upgrade on margin expansion path through 2028. Prediabetes awareness in aging demo = growth lever.
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