| DXCM |
Report |
Total revenue (Q2'26) |
BEAT |
pred ~$1.31B vs. cons $1.30B |
MEDIUM |
| DXCM |
Report |
U.S. revenue / new-patient-start narrative (Q2'26) |
IN-LINE |
pred ~$938M (+11.5%) vs. cons ~$938M (+11.5%) |
MEDIUM |
| DXCM |
Report |
Non-GAAP EPS (Q2'26) |
BEAT |
pred ~$0.64 vs. cons $0.61 |
MEDIUM |
| DXCM |
Guide |
FY26 revenue guide |
BETTER |
guide raised/floor-lifted to ~$5.20–5.28B vs. cons ~$5.22B (FY26) |
LOW |
| DXCM |
Guide |
FY26 gross margin guide |
BETTER |
guide ~64%+ vs. cons/prior 63–64% (FY26) |
MEDIUM |
| DXCM |
Guide |
FY26 non-GAAP operating margin guide |
BETTER |
guide ~23.5–24% vs. cons/prior 23–23.5% (FY26) |
MEDIUM |
| DXCM |
Guide |
T2 non-insulin commercial covered lives commentary |
BETTER |
guide >7M lives by YE vs. ~5–6M current (FY26) |
MEDIUM |
| DXCM |
Return |
Day-1 residual (stock − beta × S&P 500) |
+3.0% |
— |
MEDIUM |
| DXCM |
Return |
5-day cumulative residual |
+1.5% (FADE) |
Base case is a modest rev/EPS beat plus a margin-guide raise, good for a +3% pop. But with FY revenue guide only marginally lifted and H1 revenue absorbing the beat, the implied H2 (out-period) growth is unchanged-to-conservative, so Street revenue estimates don't ratchet meaningfully higher. With the stock already up ~13% YTD and near post-Investor-Day/ADA highs (high bar), and the persistent 'U.S. starts only close-to-a-record' overhang, the initial move partially fades over 5 days; buyback support keeps it from fully round-tripping. |
LOW |