DXCM Dexcom Загрузка... : Бычьи и медвежьи мнения аналитиков

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22:35
05 авг
TheValueist Основатель, Atlas Peak Research
Watch Abbott, DexCom on CGM read-through
Watch ABT and DXCM as the clearest medical-device beneficiaries of TTM's CGM component strength; research read-through only, no author-owned long.
DXCM
Сред.
13:06
04 авг
DeItaone Агрегатор новостей Twitter (Walter Bloomberg)
A news wire reports a broad list of price target increases from multiple analysts across dozens.
A news wire reports a broad list of price target increases from multiple analysts across dozens of stocks, with no directional commentary from the account itself.
DXCM
11:40
31 июл
DeItaone Агрегатор новостей Twitter (Walter Bloomberg)
A news wire reports a broad wave of price target increases across multiple stocks from various.
A news wire reports a broad wave of price target increases across multiple stocks from various analysts, with no explicit directional calls made by the account itself.
DXCM
20:30
30 июл
Management raised the full-year revenue and margin guidance, signaling confidence in sustained demand, strong product performance, and improving operational efficiencies, partially offset by FX headwinds.
DXCM
Выс.
20:06
30 июл
AlphaSense Платформа рыночной аналитики на базе ИИ
Dexcom reported second quarter 2026 earnings with revenue up 13 percent year-over-year and GAAP.
Dexcom reported second quarter 2026 earnings with revenue up 13 percent year-over-year and GAAP net income of 249.1 million dollars.
DXCM
13:00
16 июл
Robert Ford CEO, Abbott Laboratories ABT Q2 FY26 call
U.S. Type-2 CGM reimbursement could land in the fall, unlocking roughly 10 million Medicare beneficiaries and a multi-billion dollar opportunity; Abbott is pre-positioning sales force and distribution. — A CGM reimbursement expansion at CMS would enlarge the addressable market for both Abbott and Dexcom, with meaningful timing-driven sales upside.
DXCM
Сред.
21:56
21 мая
TheValueist Основатель, Atlas Peak Research
Long medtech and digital health names as rising semiconductor content in medical devices drives.
Long medtech and digital health names as rising semiconductor content in medical devices drives growth in imaging, monitoring, robotics, and wearables.
DXCM
Выс.
12:24
15 мая
zerohedge Финансовый блог / агрегатор новостей
Activist investor Elliott Investment Management took a stake in Dexcom (DXCM) and reached.
Activist investor Elliott Investment Management took a stake in Dexcom (DXCM) and reached a settlement.
DXCM
Выс.
12:21
15 мая
Newsquawk Newswire (@Newsquawk)
Elliott Investment Management disclosed a long stake in DexCom (DXCM).
DXCM
Выс.
20:22
14 мая
Bloomberg Newswire (@business)
Activist investor Elliott Management disclosed a long stake in Dexcom (DXCM) and will place two.
Activist investor Elliott Management disclosed a long stake in Dexcom (DXCM) and will place two independent directors on the board.
DXCM
Выс.
12:00
06 мая
Ashley McEvoy CEO, Insulet Corporation PODD Q1 FY26 call
Dexcom's next-gen sensor is a key part of Insulet's integration roadmap, reinforcing their partnership.
DXCM
Выс.
20:15
04 мая
TheLAPurchaser Трейдер акций L/S
The tweet is a brief reply mentioning Dexcom stock without any directional opinion, forecast.
The tweet is a brief reply mentioning Dexcom stock without any directional opinion, forecast, or market context.
DXCM
Выс.
00:43
01 мая
TheLAPurchaser Трейдер акций L/S
Bearish view on DXCM as maturing CGM market, single-product risk.
Bearish view on DXCM as maturing CGM market, single-product risk, and GLP-1 headwinds drive multiple compression similar to RMD.
DXCM
Выс.
00:27
01 мая
TheLAPurchaser Трейдер акций L/S
Avoid or short DXCM because its core business is decelerating in a maturing market.
Avoid or short DXCM because its core business is decelerating in a maturing market, making the T2 NIT CMS approval insufficient to justify ownership.
DXCM
Выс.
00:26
01 мая
TheLAPurchaser Трейдер акций L/S
The author criticizes owning Dexcom for a T2 NIT CMS approval while core growth slows.
The author criticizes owning Dexcom for a T2 NIT CMS approval while core growth slows, signaling a maturing market and downside risk.
DXCM
Выс.
00:26
01 мая
TheLAPurchaser Трейдер акций L/S
The author warns that owning Dexcom for a T2 NIT CMS approval is misguided because the core.
The author warns that owning Dexcom for a T2 NIT CMS approval is misguided because the core business is slowing in a maturing market, signaling a bearish outlook.
DXCM
Выс.
00:19
01 мая
TheLAPurchaser Трейдер акций L/S
Bearish view on medtech stocks/ETF as the speaker expects further multiples compression.
Bearish view on medtech stocks/ETF as the speaker expects further multiples compression tomorrow, driven by a directional bearish view on the sector's valuation.
DXCM
Выс.
20:30
30 апр
Management reaffirmed revenue guidance with a record global new patient quarter and raised operating margin and EBITDA margin guidance, signaling confidence in continued strong growth and operational leverage despite geopolitical uncertainties.
DXCM
Выс.
11:43
22 апр
TheLAPurchaser Трейдер акций L/S
Bearish view on DXCM, RMD, and ISRG because accelerating declines in bariatric procedures.
Bearish view on DXCM, RMD, and ISRG because accelerating declines in bariatric procedures for ISRG signal that GLP-1 drugs are reducing demand for related medical devices and services, extending to diabetes management and respiratory care.
DXCM
Выс.
11:42
22 апр
TheLAPurchaser Трейдер акций L/S
Bearish view on DXCM and RMD because accelerating declines in bariatric procedures due to GLP-1.
Bearish view on DXCM and RMD because accelerating declines in bariatric procedures due to GLP-1 drug adoption signal a structural headwind for companies exposed to obesity and diabetes-related treatment demand.
DXCM 1-й
Выс.
13:00
18 фев
Eric Benjamin COO, Insulet Corporation PODD Q4 FY25 call
Omnipod 5 is already compatible with Dexcom's new 15-day G7 sensor from day one, reducing risk of integration delays and preserving momentum. — This pre-emptive integration ensures no supply chain or compatibility issues that could slow Omnipod growth or sensor adoption.
DXCM
Выс.
22:00
09 фев
Hassan El Khoury President and Chief Executive Officer, ON Semiconductor Cor… ON Q4 FY25 call
Dexcom has selected ON's low-power analog front end for its CGMs, indicating a direct supply relationship and design win in a high-value medical application.
DXCM
Выс.

Об аналитическом покрытии DXCM

Buzzberg отслеживает DXCM (Dexcom) в 8 источниках. Бычьих сигналов: 0, медвежьих: 0, от 13 аналитиков. Сентимент разделён поровну. Всего отслеживаются 22 торговые идеи. Последние спикеры: TheValueist, DeItaone, Jereme Sylvain.