Tobam Purchases 10,193 Shares of DexCom, Inc. $DXCM

Tobam lifted its position in DexCom, Inc. (NASDAQ:DXCM) by 20.5% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 59,948 shares of the medical device company’s stock after purchasing an additional 10,193 shares during the quarter. DexCom accounts for 1.5% of Tobam’s portfolio, making the stock its 25th largest position. Tobam’s holdings in DexCom were worth $4,034,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently bought and sold shares of DXCM. GAMMA Investing LLC increased its holdings in DexCom by 2.5% in the 3rd quarter. GAMMA Investing LLC now owns 7,043 shares of the medical device company’s stock valued at $474,000 after buying an additional 169 shares during the period. Inspire Investing LLC boosted its position in shares of DexCom by 6.1% during the 3rd quarter. Inspire Investing LLC now owns 3,139 shares of the medical device company’s stock valued at $211,000 after acquiring an additional 180 shares in the last quarter. Inspire Advisors LLC increased its stake in DexCom by 2.5% in the third quarter. Inspire Advisors LLC now owns 7,926 shares of the medical device company’s stock valued at $533,000 after acquiring an additional 194 shares during the period. Integrated Wealth Concepts LLC increased its stake in DexCom by 6.3% in the first quarter. Integrated Wealth Concepts LLC now owns 3,329 shares of the medical device company’s stock valued at $227,000 after acquiring an additional 196 shares during the period. Finally, STF Management LP raised its position in DexCom by 5.5% in the second quarter. STF Management LP now owns 4,041 shares of the medical device company’s stock worth $353,000 after purchasing an additional 211 shares in the last quarter. 97.75% of the stock is owned by institutional investors.

DexCom News Roundup

Here are the key news stories impacting DexCom this week:

• Positive Sentiment: Q4 results beat expectations: DexCom reported $0.68 EPS vs. $0.65 consensus and $1.26B in revenue (≈13% YoY); management reiterated 2026 guidance, supporting near-term outlook. Dexcom beats quarterly estimates
• Positive Sentiment: G7 15‑day sensor rollout and margin gains cited as growth drivers — management pointed to product adoption and improving margins as catalysts for revenue and profitability expansion. G7 rollout drives growth
• Positive Sentiment: Mizuho raised its price target to $90 (outperform), signaling confidence in longer‑term upside and helping buy‑side sentiment. Mizuho price target raise
• Positive Sentiment: BTIG reaffirmed a Buy rating with an $85 target, adding to analyst support that underpins the rally. BTIG reaffirmation
• Positive Sentiment: Product/AI initiative — the Stelo AI upgrade aims to deepen consumer metabolic-health engagement, which could expand recurring usage and ARPU over time. Stelo AI upgrade
• Neutral Sentiment: Analyst activity is mixed overall: several firms maintained or raised targets while at least one adjusted its price target (see below). This creates both support and some variability in near-term expectations. Wall Street analyst targets
• Neutral Sentiment: Trading indicators: intraday volume is notably above the stock’s average, which amplifies price moves but can increase short-term volatility. (Background market data)
• Neutral Sentiment: Short‑interest notices in the data feed show anomalous zero/NaN values and a 0.0 days‑to‑cover figure — the data appears unreliable and should be treated cautiously by traders monitoring short activity.
• Negative Sentiment: Wells Fargo trimmed its price target from $93 to $85 despite keeping an Overweight rating, a modest negative signal that reduces the high‑end analyst consensus. Wells Fargo target cut

DexCom Price Performance

DexCom stock opened at $70.02 on Monday. The business’s fifty day moving average is $69.03 and its two-hundred day moving average is $69.47. The company has a debt-to-equity ratio of 0.45, a quick ratio of 1.59 and a current ratio of 1.88. The firm has a market cap of $26.95 billion, a P/E ratio of 33.34, a P/E/G ratio of 1.25 and a beta of 1.49. DexCom, Inc. has a 52 week low of $54.11 and a 52 week high of $93.25.

DexCom (NASDAQ:DXCM) last released its quarterly earnings results on Thursday, February 12th. The medical device company reported $0.68 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.65 by $0.03. The business had revenue of $1.26 billion during the quarter, compared to analysts’ expectations of $1.25 billion. DexCom had a return on equity of 32.12% and a net margin of 17.94%.The firm’s revenue for the quarter was up 13.1% compared to the same quarter last year. During the same period in the previous year, the business posted $0.45 earnings per share. Equities research analysts forecast that DexCom, Inc. will post 2.03 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of research firms have weighed in on DXCM. Barclays reaffirmed an “underweight” rating and set a $72.00 price objective (up from $71.00) on shares of DexCom in a report on Friday. Morgan Stanley reiterated an “overweight” rating on shares of DexCom in a research report on Monday, January 12th. Royal Bank Of Canada dropped their price objective on DexCom from $100.00 to $85.00 and set an “outperform” rating for the company in a research note on Friday, October 31st. Piper Sandler restated an “overweight” rating on shares of DexCom in a research note on Thursday, February 5th. Finally, Mizuho upped their target price on shares of DexCom from $78.00 to $90.00 and gave the stock an “outperform” rating in a report on Friday. Two equities research analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $85.27.

DexCom Profile

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.