$DexCom(DXCM)$ 🩺 DexCom (DXCM-To The Moon - Tiger Brokers Online Investing Community - To The Moon

$DexCom(DXCM)$ 🩺 DexCom (DXCM) — Inflection Analysis
DexCom is emerging from its 2024 slowdown — and the growth engine is re-accelerating.
After a digestion year marked by channel resets and litigation overhang, DexCom is now benefiting from faster product cycles and an expanded addressable market beyond insulin users.

📈 Inflection status: CONFIRMED POSITIVE
Direction: Improving (confidence: medium–high)
Atomic evidence:
• Revenue re-accelerated to +21% YoY (Q3’25) vs +11% FY’24
• Stelo (OTC, non-insulin) launched Aug’24 → major TAM expansion
• G7 15-day clearance (Apr’25) restores product parity
• Gross margin stabilized and expanded in Q3’25 on volume leverage
• 500k–600k net users added in FY’24 (pre-Stelo)

This is no longer just a Type 1 diabetes story.
DexCom is pushing into non-insulin Type 2 and pre-diabetes — a market of 25M+ users.

Valuation vs inflection:
• Growth inflection is ahead of headline valuation reset
• 2026 revenue guide $5.16–5.25B (+11–13%) despite larger base
• Abbott cross-license (Dec’24) removes litigation risk through 2034

What to watch (6–12m):
• FDA warning letter resolution (manufacturing risk)
• Gross margin holding ~63–64%
• Competitive pricing pressure from Abbott Libre

🧠 Verdict: Buy
Re-accelerating growth + legal de-risking outweigh near-term operational noise.
🤖 AI-assisted analysis

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

MooreAlcott
01-13 20:44
MooreAlcott
Bullish on DexCom! Growth is accelerating nicely. [看涨]

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Analysis\n<br>\nDexCom is emerging from its 2024 slowdown — and the growth engine is re-accelerating.\n<br>\nAfter a digestion year marked by channel resets and litigation overhang, DexCom is now benefiting from faster product cycles and an expanded addressable market beyond insulin users.\n<br>\n<br>\n📈 Inflection status: CONFIRMED POSITIVE \n<br>\nDirection: Improving (confidence: medium–high)\n<br>\nAtomic evidence:\n<br>\n• Revenue re-accelerated to +21% YoY (Q3’25) vs +11% FY’24 \n<br>\n• Stelo (OTC, non-insulin) launched Aug’24 → major TAM expansion \n<br>\n• G7 15-day clearance (Apr’25) restores product parity \n<br>\n• Gross margin stabilized and expanded in Q3’25 on volume leverage \n<br>\n• 500k–600k net users added in FY’24 (pre-Stelo)\n<br>\n<br>\nThis is no longer just a Type 1 diabetes story. \n<br>\nDexCom is pushing into non-insulin Type 2 and pre-diabetes — a market of 25M+ users.\n<br>\n<br>\nValuation vs inflection:\n<br>\n• Growth inflection is ahead of headline valuation reset \n<br>\n• 2026 revenue guide $5.16–5.25B (+11–13%) despite larger base \n<br>\n• Abbott cross-license (Dec’24) removes litigation risk through 2034\n<br>\n<br>\nWhat to watch (6–12m):\n<br>\n• FDA warning letter resolution (manufacturing risk) \n<br>\n• Gross margin holding ~63–64% \n<br>\n• Competitive pricing pressure from Abbott Libre\n<br>\n<br>\n🧠 Verdict: Buy \n<br>\nRe-accelerating growth + legal de-risking outweigh near-term operational noise.\n<br>\n🤖 AI-assisted analysis<img src=\"https://community-static.tradeup.com/news/3d699df850d46c9f01aad2753dcd2450\" tg-width=\"2816\" tg-height=\"1536\"></body></html>","htmlText":"<html><head></head><body><a href=\"https://ttm.financial/S/DXCM\">$DexCom(DXCM)$</a> 🩺 DexCom (DXCM) — Inflection Analysis\n<br>\nDexCom is emerging from its 2024 slowdown — and the growth engine is re-accelerating.\n<br>\nAfter a digestion year marked by channel resets and litigation overhang, DexCom is now benefiting from faster product cycles and an expanded addressable market beyond insulin users.\n<br>\n<br>\n📈 Inflection status: CONFIRMED POSITIVE \n<br>\nDirection: Improving (confidence: medium–high)\n<br>\nAtomic evidence:\n<br>\n• Revenue re-accelerated to +21% YoY (Q3’25) vs +11% FY’24 \n<br>\n• Stelo (OTC, non-insulin) launched Aug’24 → major TAM expansion \n<br>\n• G7 15-day clearance (Apr’25) restores product parity \n<br>\n• Gross margin stabilized and expanded in Q3’25 on volume leverage \n<br>\n• 500k–600k net users added in FY’24 (pre-Stelo)\n<br>\n<br>\nThis is no longer just a Type 1 diabetes story. \n<br>\nDexCom is pushing into non-insulin Type 2 and pre-diabetes — a market of 25M+ users.\n<br>\n<br>\nValuation vs inflection:\n<br>\n• Growth inflection is ahead of headline valuation reset \n<br>\n• 2026 revenue guide $5.16–5.25B (+11–13%) despite larger base \n<br>\n• Abbott cross-license (Dec’24) removes litigation risk through 2034\n<br>\n<br>\nWhat to watch (6–12m):\n<br>\n• FDA warning letter resolution (manufacturing risk) \n<br>\n• Gross margin holding ~63–64% \n<br>\n• Competitive pricing pressure from Abbott Libre\n<br>\n<br>\n🧠 Verdict: Buy \n<br>\nRe-accelerating growth + legal de-risking outweigh near-term operational noise.\n<br>\n🤖 AI-assisted analysis<img src=\"https://community-static.tradeup.com/news/3d699df850d46c9f01aad2753dcd2450\" tg-width=\"2816\" tg-height=\"1536\"></body></html>","text":"$DexCom(DXCM)$ 🩺 DexCom (DXCM) — Inflection Analysis DexCom is emerging from its 2024 slowdown — and the growth engine is re-accelerating. After a digestion year marked by channel resets and litigation overhang, DexCom is now benefiting from faster product cycles and an expanded addressable market beyond insulin users. 📈 Inflection status: CONFIRMED POSITIVE Direction: Improving (confidence: medium–high) Atomic evidence: • Revenue re-accelerated to +21% YoY (Q3’25) vs +11% FY’24 • Stelo (OTC, non-insulin) launched Aug’24 → major TAM expansion • G7 15-day clearance (Apr’25) restores product parity • Gross margin stabilized and expanded in Q3’25 on volume leverage • 500k–600k net users added in FY’24 (pre-Stelo) This is no longer just a Type 1 diabetes story. DexCom is pushing into non-insulin Type 2 and pre-diabetes — a market of 25M+ users. Valuation vs inflection: • Growth inflection is ahead of headline valuation reset • 2026 revenue guide $5.16–5.25B (+11–13%) despite larger base • Abbott cross-license (Dec’24) removes litigation risk through 2034 What to watch (6–12m): • FDA warning letter resolution (manufacturing risk) • Gross margin holding ~63–64% • Competitive pricing pressure from Abbott Libre 🧠 Verdict: Buy Re-accelerating growth + legal de-risking outweigh near-term operational noise. 🤖 AI-assisted analysis","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":1,"favoriteSize":0,"link":"https://ttm.financial/post/521258481324488","repostId":0,"isVote":1,"tweetType":1,"viewCount":223,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["DXCM"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":1146,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":521293684515576,"commentId":"521293684515576","gmtCreate":1768308263139,"gmtModify":1768318395216,"authorId":9000000000000471,"author":{"id":9000000000000471,"idStr":"9000000000000471","authorId":9000000000000471,"name":"MooreAlcott","avatar":"https://static.tigerbbs.com/8d4594b0ee9a777a4ca1bee258aa8f5c","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":521258481324488,"objectIdStr":"521258481324488","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Bullish on DexCom! Growth is accelerating nicely. [看涨]","text":"Bullish on DexCom! Growth is accelerating nicely. [看涨]","html":"Bullish on DexCom! Growth is accelerating nicely. [看涨]","likeSize":1,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/521258481324488"}