DexCom (DXCM)

• Market cap: $29.1B
• 1 day: -2.8%
• 5 days: -1.94%
• 1 month: -8.07%
• 3 months: -8.28%
• 6 months: 5.09%
• Year to date: -5.35%
• 1 year: 6.97%
• 5 years: -23.66%
• 10 years: 197.2%
• Sector: Healthcare
• Industry: Medical Devices

About: DexCom designs and commercializes continuous glucose monitoring systems for diabetic patients. CGM systems serve as an alternative to the traditional blood glucose meter process, and the company is evolving its CGM systems to provide integration with insulin pumps from Insulet and Tandem for automatic insulin delivery.

Employees: 10,300

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

30% more capital invested

Capital invested by funds: $24.3B [Q1] → $31.7B (+$7.33B) [Q2]

23% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 100

14% more funds holding in top 10

Funds holding in top 10: 7 [Q1] → 8 (+1) [Q2]

1.22% more ownership

Funds ownership: 91.4% [Q1] → 92.62% (+1.22%) [Q2]

1% more funds holding

Funds holding: 919 [Q1] → 926 (+7) [Q2]

4% less repeat investments, than reductions

Existing positions increased: 332 | Existing positions reduced: 345

6% less call options, than puts

Call options by funds: $490M | Put options by funds: $519M

Research analyst outlook

9 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $89
• Avg. target: $100
• High target: $106

9 analyst ratings

• positive: 7 78%
• neutral: 2 22%
• negative: 0 0%

Argus Research Steve Silver	$100	Buy Initiated	21 Aug 2025
Canaccord Genuity William Plovanic	$106	Buy Maintained	1 Aug 2025
Raymond James Jayson Bedford	$102	Strong Buy Maintained	31 Jul 2025
Piper Sandler Matt OBrien	$100	Overweight Maintained	31 Jul 2025
UBS Danielle Antalffy	$106	Buy Maintained	31 Jul 2025