DexCom Inc. (DXCM) reported fourth-quarter 2025 results. Revenue totaled $1.26 billion, up 13.12% year-over-year and slightly below the consensus revenue estimate of $1.27 billion. Diluted earnings per share were $0.68, modestly above the estimate of $0.663.
Cash flow and balance sheet highlights show improving liquidity and lower leverage.
Additional operational detail: cost of goods sold was $466.9 million (+2.01% YoY), supporting a stronger gross margin. On a margin basis, gross margin expanded to roughly 63% and operating margin improved toward the mid-20s percent range. The quarter included a small revenue shortfall versus consensus of about $11.1 million, while EPS beat by roughly $0.017.
Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.
DexCom Inc. Insider Trading Activity
DexCom Inc. insiders have traded $DXCM stock on the open market 11 times in the past 6 months. Of those trades, 2 have been purchases and 9 have been sales.
Here’s a breakdown of recent trading of $DXCM stock by insiders over the last 6 months:
- JACOB STEVEN LEACH (President & COO) has made 2 purchases buying 18,200 shares for an estimated $1,001,701 and 0 sales.
- RICHARD ALEXANDER COLLINS has made 0 purchases and 2 sales selling 6,854 shares for an estimated $389,410.
- JEREME M SYLVAIN (EVP, Chief Financal Officer) sold 4,824 shares for an estimated $357,796
- MARK G FOLETTA has made 0 purchases and 2 sales selling 2,750 shares for an estimated $222,902.
- SADIE STERN (EVP, Chief HR Officer) sold 1,466 shares for an estimated $117,280
- BRIDGETTE P HELLER sold 1,012 shares for an estimated $58,766
- KYLE MALADY sold 667 shares for an estimated $53,933
- MICHAEL JON BROWN (EVP, Chief Legal Officer) sold 500 shares for an estimated $40,145
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
DexCom Inc. Hedge Fund Activity
We have seen 472 institutional investors add shares of DexCom Inc. stock to their portfolio, and 516 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 5,834,448 shares (+63.9%) to their portfolio in Q3 2025, for an estimated $392,600,005
- CITADEL ADVISORS LLC added 5,409,762 shares (+395.2%) to their portfolio in Q3 2025, for an estimated $364,022,884
- SANDS CAPITAL MANAGEMENT, LLC removed 5,013,755 shares (-50.4%) from their portfolio in Q3 2025, for an estimated $337,375,573
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/ removed 4,815,048 shares (-85.9%) from their portfolio in Q4 2025, for an estimated $319,574,735
- JENNISON ASSOCIATES LLC removed 4,300,430 shares (-42.6%) from their portfolio in Q4 2025, for an estimated $285,419,539
- MILLENNIUM MANAGEMENT LLC added 3,179,954 shares (+1265.3%) to their portfolio in Q3 2025, for an estimated $213,979,104
- ARTISAN PARTNERS LIMITED PARTNERSHIP removed 2,519,465 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $169,534,799
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
DexCom Inc. Analyst Ratings
Wall Street analysts have issued reports on $DXCM in the last several months. We have seen 13 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Barclays issued a "Underweight" rating on 01/12/2026
- Mizuho issued a "Outperform" rating on 12/17/2025
- Argus Research issued a "Buy" rating on 11/07/2025
- UBS issued a "Buy" rating on 11/03/2025
- Piper Sandler issued a "Overweight" rating on 10/31/2025
- BTIG issued a "Buy" rating on 10/31/2025
- Citigroup issued a "Buy" rating on 10/31/2025
To track analyst ratings and price targets for DexCom Inc., check out Quiver Quantitative's $DXCM forecast page.
DexCom Inc. Price Targets
Multiple analysts have issued price targets for $DXCM recently. We have seen 19 analysts offer price targets for $DXCM in the last 6 months, with a median target of $85.0.
Here are some recent targets:
- Matt Miksic from Barclays set a target price of $71.0 on 01/12/2026
- Lee Hambright from Bernstein set a target price of $86.0 on 01/09/2026
- Anthony Petrone from Mizuho set a target price of $78.0 on 12/17/2025
- Joanne Wuensch from Citigroup set a target price of $77.0 on 12/11/2025
- Patrick Wood from Morgan Stanley set a target price of $75.0 on 12/02/2025
- Daniel Markowitz from Evercore ISI Group set a target price of $68.0 on 11/25/2025
- Steve Silver from Argus Research set a target price of $90.0 on 11/07/2025
