DexCom (DXCM)

• Market cap: $32.7B
• 1 day: 16.17%
• 5 days: 12.94%
• 1 month: 19.78%
• 3 months: -6.24%
• 6 months: 17.10%
• Year to date: 3.97%
• 1 year: -35.55%
• 5 years: -7.39%
• 10 years: 378.71%
• 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: 9,600

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

63% more first-time investments, than exits

New positions opened: 188 | Existing positions closed: 115

46% more call options, than puts

Call options by funds: $728M | Put options by funds: $499M

17% more capital invested

Capital invested by funds: $23.6B [Q3] → $27.7B (+$4.07B) [Q4]

6% more funds holding

Funds holding: 873 [Q3] → 926 (+53) [Q4]

0.96% more ownership

Funds ownership: 87.87% [Q3] → 88.82% (+0.96%) [Q4]

1% less repeat investments, than reductions

Existing positions increased: 325 | Existing positions reduced: 327

22% less funds holding in top 10

Funds holding in top 10: 9 [Q3] → 7 (-2) [Q4]

Research analyst outlook

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

• Low target: $82 0% upside
• Avg. target: $98 20% upside
• High target: $115 41% upside

7 analyst ratings

• positive: 6 86%
• neutral: 1 14%
• negative: 0 0%

Canaccord Genuity William Plovanic 37% 1-year accuracy 18 / 49 met price target	30% upside $106	Buy Maintained	2 May 2025
Piper Sandler Matt O'Brien 40% 1-year accuracy 20 / 50 met price target	10% upside $90	Overweight Maintained	2 May 2025
Baird Jeff Johnson 33% 1-year accuracy 9 / 27 met price target	29% upside $105	Outperform Maintained	2 May 2025
Mizuho Anthony Petrone 67% 1-year accuracy 14 / 21 met price target	4% upside $85	Outperform Initiated	10 Apr 2025
Citigroup Joanne Wuensch 46% 1-year accuracy 19 / 41 met price target	27% upside $104	Buy Maintained	4 Mar 2025