DexCom (NASDAQ:DXCM) Stock Rating Lowered by Barclays

DexCom (NASDAQ:DXCM) was downgraded by stock analysts at Barclays from an “equal weight” rating to an “underweight” rating in a report issued on Monday, Marketbeat reports. They presently have a $71.00 price target on the medical device company’s stock, down from their prior price target of $80.00. Barclays‘s price target indicates a potential upside of 1.07% from the company’s previous close.

Several other research firms also recently weighed in on DXCM. Citigroup restated a “buy” rating and issued a $77.00 price target (up previously from $75.00) on shares of DexCom in a research note on Thursday, December 11th. Wall Street Zen downgraded DexCom from a “strong-buy” rating to a “buy” rating in a report on Sunday, November 16th. Wells Fargo & Company set a $93.00 target price on DexCom and gave the stock an “overweight” rating in a research note on Friday, October 31st. Weiss Ratings restated a “sell (d+)” rating on shares of DexCom in a report on Monday, December 29th. Finally, Sanford C. Bernstein reiterated an “outperform” rating and issued a $86.00 price target (up previously from $84.00) on shares of DexCom in a research note on Friday. Three equities research analysts have rated the stock with a Strong Buy rating, nineteen have given a Buy rating, four have issued a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $86.30.

DexCom Stock Down 1.0%

Shares of DexCom stock opened at $70.25 on Monday. DexCom has a 1 year low of $54.11 and a 1 year high of $93.25. The firm has a market cap of $27.40 billion, a price-to-earnings ratio of 39.03, a PEG ratio of 1.28 and a beta of 1.48. The company has a 50-day moving average of $64.31 and a 200 day moving average of $71.79. The company has a debt-to-equity ratio of 0.45, a current ratio of 1.56 and a quick ratio of 1.38.

DexCom (NASDAQ:DXCM) last posted its quarterly earnings data on Thursday, October 30th. The medical device company reported $0.61 EPS for the quarter, topping the consensus estimate of $0.57 by $0.04. The business had revenue of $1.21 billion for the quarter, compared to analyst estimates of $1.18 billion. DexCom had a net margin of 15.96% and a return on equity of 30.65%. During the same quarter in the previous year, the firm posted $0.45 earnings per share. DexCom’s quarterly revenue was up 21.6% on a year-over-year basis. As a group, sell-side analysts anticipate that DexCom will post 2.03 earnings per share for the current fiscal year.

Insider Buying and Selling

In other DexCom news, Director Bridgette P. Heller sold 1,012 shares of the company’s stock in a transaction that occurred on Wednesday, November 12th. The shares were sold at an average price of $58.07, for a total transaction of $58,766.84. Following the completion of the sale, the director directly owned 27,031 shares of the company’s stock, valued at approximately $1,569,690.17. This represents a 3.61% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Richard Alexander Collins sold 2,906 shares of the company’s stock in a transaction that occurred on Friday, November 14th. The shares were sold at an average price of $59.05, for a total transaction of $171,599.30. Following the sale, the director directly owned 35,088 shares of the company’s stock, valued at approximately $2,071,946.40. This represents a 7.65% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 7,866 shares of company stock worth $448,177. 0.32% of the stock is owned by insiders.

Institutional Investors Weigh In On DexCom

A number of hedge funds have recently modified their holdings of DXCM. Capital Investment Advisors LLC bought a new position in DexCom in the 4th quarter worth $203,000. CVA Family Office LLC increased its position in DexCom by 48.5% in the fourth quarter. CVA Family Office LLC now owns 450 shares of the medical device company’s stock worth $30,000 after buying an additional 147 shares in the last quarter. Czech National Bank raised its stake in shares of DexCom by 3.3% in the fourth quarter. Czech National Bank now owns 102,842 shares of the medical device company’s stock worth $6,826,000 after buying an additional 3,242 shares during the period. E. Ohman J or Asset Management AB raised its stake in shares of DexCom by 49.0% in the fourth quarter. E. Ohman J or Asset Management AB now owns 115,492 shares of the medical device company’s stock worth $7,665,000 after buying an additional 38,000 shares during the period. Finally, Capital Asset Advisory Services LLC purchased a new position in shares of DexCom during the 4th quarter valued at about $204,000. Institutional investors own 97.75% of the company’s stock.

Key Stories Impacting DexCom

Here are the key news stories impacting DexCom this week:

• Positive Sentiment: Preliminary Q4/FY‑2025 results and initial 2026 outlook show revenue guidance above consensus — Q4 ~ $1.3B vs. ~$1.2B consensus; FY‑2025 ~ $4.7B and FY‑2026 guidance of $5.2B–$5.3B, signaling continued top‑line growth. Dexcom Reports Preliminary Results and Initial 2026 Outlook
• Neutral Sentiment: CEO Jake Leach gave a CNBC interview outlining the 2026 outlook, device roadmap and comments on GLP‑1s; useful for guidance color but likely to be parsed cautiously by investors worried about competitive impacts. Watch CNBC’s exclusive interview with Dexcom CEO Jake Leach
• Neutral Sentiment: Presentation materials and transcript from the J.P. Morgan Healthcare Conference provide detail on product pipeline, reimbursement progress and commercial execution — supportive long term but not an immediate catalyst. J.P. Morgan conference transcript J.P. Morgan slideshow
• Neutral Sentiment: Reported short‑interest data for January appears to contain errors (showing 0 shares / NaN changes); nothing reliable to indicate a meaningful short squeeze or capitulation signal. (Data caution.)
• Negative Sentiment: Barclays downgraded DXCM from Equal Weight to Underweight and cut its price target to $71 from $80, citing rising competitive risks — a clear near‑term negative for sentiment and a likely driver of the intraday sell‑off. Barclays downgrades DexCom (DXCM)

About DexCom

DexCom, Inc is a medical device company that develops, manufactures and distributes continuous glucose monitoring (CGM) systems for people with diabetes. Its products are designed to provide near real-time glucose readings, trend information and alerts to help patients and clinicians manage insulin dosing and reduce hypoglycemia and hyperglycemia. The company’s offerings combine wearable glucose sensors, wireless transmitters and software applications that deliver data to smartphones, dedicated receivers and cloud-based platforms for remote monitoring.

Founded in 1999 and headquartered in San Diego, California, DexCom has focused its business on advancing CGM technology and expanding clinical use beyond traditional insulin-dependent populations.