Jefferies on DexCom (DXCM): 'We think the '26 guide is conservative, leaving room for upside in stock'

Morgan Stanley Reiterates Overweight Rating on DexCom (DXCM), 'Prelim Results Likely Clear the Bar'

Morgan Stanley analyst Patrick Wood reiterated an Overweight rating and $75.00 price target on DexCom (NASDAQ: DXCM).

The analyst comments "Earlier today, DXCM reported preliminary Q4'25 results slightly above Cns estimates. US revenue of $892mn (+11% y/y) came in 120bps ahead of VisibleAlpha Cns, with Int'l revenue of $368mn (+18% y/y) coming in 190bps ahead. DXCM also reaffirmed... More

Citi Opens 90-Day Upside Catalyst Watch on DexCom (DXCM)

Citi Opens 90-Day Upside Catalyst Watch on DexCom (NASDAQ: DXCM).

Barclays Downgrades DexCom (DXCM) to Underweight

(Updated - January 12, 2026 9:34 AM EST)

Barclays analyst Matt Miksic downgraded DexCom (NASDAQ: DXCM) from Equalweight to Underweight with a price target of $71.00.

The analyst comments "Why Now? DXCM has been considered by investors and analysts to be one of the great success stories of MedTech, essentially creating the CGM market, and leading the integration of sensors and pumps to enable the growth and adoption of hybrid closed-loop automated insulin delivery (AID) systems. However, over... More

Barclays Downgrades Insulet Corporation (PODD) to Underweight

(Updated - January 12, 2026 9:34 AM EST)

Barclays analyst Matt Miksic downgraded Insulet Corporation (NASDAQ: PODD) from Equalweight to Underweight with a price target of $274.00.

The analyst comments "Why Now? We have admired Insulet and the Omnipod platform created by the company for nearly 25 years, and we recognize the many impressive milestones and achievements the company has recorded, including the ways in which Omnipod has favorably impacted the lives of... More

Dexcom reports Q4 revenue of $1.26 billion, provides 2026 outlook

DexCom Inc. (NASDAQ: DXCM) reported preliminary fourth quarter revenue of approximately $1.260 billion, representing a 13% increase from the same period in 2024, according to a company statement.

U.S. revenue reached approximately $892 million, up 11% year-over-year, while international revenue totaled approximately $368 million, an 18% increase from the fourth quarter of 2024.

For fiscal... More

DexCom (DXCM) PT Raised to $86 at Bernstein SocGen Group

Bernstein SocGen Group analyst Lee Hambright raised the price target on DexCom (NASDAQ: DXCM) to $86.00 (from $84.00) while maintaining a Outperform rating.... More

Bernstein Highlights Top U.S. Medtech 2026 Picks: 'Sector Poised For a Rebound'

Bernstein analyst Lee Hambright weighs in on U.S. Medtech 2026 Outlook.

The analyst commented: "Sector poised for a rebound after a choppy 2025; top picks are ISRG, BSX and SYK; It was a frustrating 2025 for medtech. U.S. healthcare stocks underperformed in the wake of the Trump election, and by September, healthcare as a percentage of the S&P 500 reached a 20-year low. Our large cap U.S. Medtech coverage was up only +5% (equal weight) during 2025, underperforming the S&P 500 (+16%) and most other healthcare subsectors.

We see the outlook improving in 2026. After a low point in... More