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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Travis Steed | Bank of America | 6 | 0% |
| Robbie Marcus | JPMorgan | 6 | 17% |
| Matt Taylor | Jefferies | 6 | 0% |
| Joanne Wuensch | Citigroup | 6 | 0% |
| Will Plovanic | Canaccord Genuity | 6 | 0% |
| Danielle Antalffy | UBS | 5 | 0% |
| Matt O'Brien | Piper Sandler | 5 | 60% |
| Mike Polark | Wolfe Research | 5 | 20% |
| Marie Thibault | BTIG | 5 | 0% |
| Jayson Bedford | Raymond James | 5 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Bank of America | 1 | 6 | 0% |
| Raymond James | 2 | 6 | 0% |
| Canaccord Genuity | 1 | 6 | 0% |
| Citigroup |
| 1 |
| 6 |
| 0% |
| BTIG | 2 | 6 | 0% |
| Jefferies | 1 | 6 | 0% |
| JPMorgan | 1 | 6 | 17% |
| Wells Fargo | 3 | 6 | 17% |
DexCom posted 15% revenue growth with strong global new patient records and net income of $216.3 million ($0.56 per share, up 75%), as the G7 15-Day drove momentum with nearly 50% base conversion expected. Revenue guidance was reiterated at $5.16-5.20 billion while operating margin guidance was raised to 23-23.5% on strong cost discipline. International growth surged 26% with widespread gains and a Prime Therapeutics coverage win expanded Type 2 non-insulin share.
Demand | Product Launch | Competitive Dynamics | Regulation Policy | Revenue Growth | Margin | Guidance Reliability | Subscriber Growth | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 6 | 6 | 3 | 2 | 5 | 1 | 3 | 2 |
| 2025Q1 | 8 | 4 | 4 | 3 | 3 | 3 | 2 | 3 |
| 2025Q2 | 8 | 3 | 7 | 4 | 2 | 1 | 2 | 2 |
| 2025Q3 | 7 | 4 | 3 | 2 | 4 | 5 | 4 | 3 |
| 2025Q4 | 6 | 4 | 2 | 4 | 3 | 3 | 2 | 1 |
| 2026Q1 | 7 | 3 | 3 | 6 | 3 | 3 | 2 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 6 | 8 | 8 | 7 | 6 | 7 |
| Product Launch | 6 | 4 | 3 | 4 | 4 | 3 |
| Competitive Dynamics | 3 | 4 | 7 | 3 | 2 | 3 |
| Regulation Policy | 2 | 3 | 4 | 2 | 4 | 6 |
| Revenue Growth | 5 | 3 | 2 | 4 | 3 | 3 |
| Margin | 1 | 3 | 1 | 5 | 3 | 3 |
| Guidance Reliability | 3 | 2 | 2 | 4 | 2 | 2 |
| Subscriber Growth | 2 | 3 | 2 | 3 | 1 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
DXCM DexCom | 9 | +15.1% | |
| ABT Abbott Laboratories | 6 | +7.8% | |
| ALGN Align Technology | 6 | +6.2% | |
| BSX Boston Scientific | 6 | +11.6% | |
| EW Edwards Lifesciences | 9 | +16.7% | |
| MDT Medtronic | 7 | +8.8% | |
| PODD Insulet Corporation | 8 | +33.9% | |
| STE Steris | 7 | +7.3% | |
| SYK Stryker Corporation | 4 | +2.6% | |
| ZBH Zimmer Biomet | 9 | +9.3% |