Dexcom (DXCM)
NASDAQHealth CareMedical - DevicesSnapshot 2026-09-04
$87.90-2.02%
Close 2026-09-04 · 1-day change
NASDAQHealth CareMedical - DevicesSnapshot 2026-09-04
Research Workspace
Put DXCM beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Health Care Equipment: fringe margins under pressure (3q confirmed)
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisRevenue growth is accelerating — up about 16% over the past year.
View GrowthRanks among the strongest in its industry on quality — around the top 9%.
View QualityManagement screens strong on capital allocation, earnings delivery, margins, the balance sheet, market reaction to earnings.
View ManagementExpectations look high — the market is pricing in about 49% growth a year, above the roughly 12% analysts expect, leaving little room for error.
View ValuationModerate volatility — typically moves about 2% a day.
View RiskDexCom's growth trajectory relies on its ability to expand revenue through product updates. Revenue grew 13% year over year, and the latest quarter beat expectations. The stock trades at 34× P/E versus a peer median of 28×, indicating a premium valuation. The market is pricing in more growth than forecasted, suggesting expectations look full. A specific risk is the potential for a credibility hit if guidance is cut after recent increases. Peer multiples imply a price about 49% below where it trades (it looks expensive on this basis). Our read remains intact.
Trailing returns as of 2026-09-04. DXCM is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 28 analysts currently covering DXCM (as of Sep 2026).
Based on 13 Wall Street analysts offering 12-month price targets for DXCM in the last 4 months.
Continue this research
Compare DXCM with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
Free account required to save the handoff. No credit card.
| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| DXCM Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 11 valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Health Care Equipment — fair value, gap to price, and forward P/E.
Compare the value case
Put DXCM next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Increase revenue guidance and grow revenue
Analyst upgrade supports revenue growth expectations.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-04. EPS is implied from price ÷ P/E. Not investment advice.
Current $87.90
The last 12 months of price, then the range of analyst 12-month targets from today’s $87.90.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 10% on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Increase revenue guidance and grow revenue
Expanded access and product updates support revenue growth.
Advances: Increase revenue guidance and grow revenue
Q2 growth supports revenue guidance increase.
Advances: Increase revenue guidance and grow revenue
Lifting revenue outlook directly supports growth objectives.
Advances: Increase revenue guidance
Q2 earnings call indicates increased revenue guidance.
Advances: Increase revenue guidance
Directly raises revenue guidance due to strong demand.
Advances: Increase revenue guidance
Sales beat estimates, supporting revenue growth.
Advances: Increase revenue guidance
Analyst upgrade supports revenue growth expectations.
