| DXCM |
Report |
New Patient Starts (Q2 2026) |
BEAT |
pred ~315K vs. cons 304K |
MEDIUM |
| DXCM |
Report |
Total Revenue (Q2 2026) |
BEAT |
pred ~$1,305M vs. cons $1,290.5M |
MEDIUM |
| DXCM |
Report |
Operating EPS (Q2 2026) |
BEAT |
pred ~$0.63 vs. cons $0.609 |
MEDIUM |
| DXCM |
Guide |
FY 2026 Revenue (FY 2026) |
BETTER |
guide ~$5.26B midpoint vs. cons $5,223.9M |
MEDIUM |
| DXCM |
Guide |
FY 2026 Gross Margin (FY 2026) |
UNCHANGED |
guide 63-64% reiterated vs. cons ~63.6% |
HIGH |
| DXCM |
Guide |
FY 2026 Operating Margin (FY 2026) |
UNCHANGED |
guide 23-23.5% reiterated vs. cons ~23.3% |
MEDIUM |
| DXCM |
Guide |
New Patient Start Trajectory (qualitative, H2 2026) |
BETTER |
confirm record pace, Prime Therapeutics tailwind, CMS update positive vs. flat consensus assumption |
MEDIUM |
| DXCM |
Return |
Day-1 residual (stock − beta × S&P 500) |
+5.0% |
— |
MEDIUM |
| DXCM |
Return |
5-day cumulative residual |
+3.0% (STABILIZE) |
STABILIZE — modest follow-through from short covering and small estimate revisions; high-run setup limits sustained momentum; gross margin trajectory is the key watch |
MEDIUM |