DexCom shares have gained 34.8% in 2026, rebounding from a 14.7% decline in 2025, as investors recognize the company's improving growth profile and expanding continuous glucose monitoring opportunity. Second-quarter revenues rose 13% year over year, with U.S. revenues up 11% and international revenues jumping 19%, driven by broader reimbursement, market-share gains, and stronger patient starts. Key growth catalysts include the CONNECT trial showing a 1.6% A1c improvement in non-insulin Type 2 diabetes patients, the G7 15 Day product rollout expected to reach nearly 50% of the U.S. customer base by year-end, and international expansion including Health Canada clearance for G7 15 Day. The Zacks Consensus Estimate projects 2026 EPS of $2.64, up 26.8% year over year, and 2027 EPS of $3.08, up 16.6%, with revenues expected to grow 12.1% to $5.23 billion in 2026 and 11.6% to $5.83 billion in 2027. Competition remains intense from Abbott, MiniMed, and Senseonics, and execution risks around reimbursement and product transitions persist, but the article concludes the rally is supported by improving fundamentals rather than short-term momentum.
DexCom IncStrong revenue growth, CONNECT trial results, and G7 15 Day rollout drive demand.
Abbott LaboratoriesDexCom's market-share gains and G7 rollout intensify competition against Abbott.
MiniMed Group, Inc. Common Stock
Senseonics Holdings, Inc. Common Stock