DexCom is well positioned for growth driven by the expanding continuous glucose monitoring market and the launch of its G7 15 Day system. The company expanded commercial coverage to more than 7 million non-insulin type 2 diabetes patients and expects a Medicare reimbursement decision soon, which could unlock millions of additional users. International revenues grew 26% reported, fueled by reimbursement wins in France and Canada, while management expects nearly 50% of the installed base to migrate to the 15-day platform by year-end. Risks include uncertain CMS timing, rising input costs that could create a 50-100 basis point gross margin headwind, and a maturing U.S. market. The Zacks Consensus Estimate for 2026 earnings per share has risen 1 cent to $2.57 over the past 60 days.
DexCom IncLaunch of G7 15 Day system and expanded commercial coverage drive growth prospects.
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