DXCM Earnings

DXCM reported its earnings on 2026-02-12, showcasing a revenue of 1.26B against an estimate of 1.25B, resulting in a 0.77% surprise. The EPS was 0.68, surpassing the expected 0.65 by 4.62%. The stock experienced a 7.59% price change on the earnings day and a 11.05% change over the next five days, reflecting market reactions to the results.

Following DXCM's earnings announcement on 2026-02-12, the stock price moved by 7.59% on the day of the release. Over the subsequent five days, it saw a 11.05% change. Historically, DXCM's stock price tends to shift by an average of -0.13% in the 10 days leading up to earnings and -2.61% in the 10 days following, providing insight into potential market.

For 2026/Q1, analysts estimate DXCM's annual revenue to reach 1.18B, while the EPS is projected at 0.47. These estimates reflect recent revisions, with revenue estimates revised downward by -0.02% and EPS estimates revised downward by -0.11% over the past three months, indicating analyst expectation in the company's performance.

The correlation between DXCM's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were revised downward by -0.02%, while EPS estimates moved revised downward by -0.11%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, DXCM's stock price typically moves by -0.13% in the 10 days before its earnings and -2.61% in the 10 days after. For the upcoming 2026/Q1 earnings, analysts expect an EPS of 0.47 and revenue of 1.18B.

DexCom's earnings call indicates positive sentiment with raised revenue guidance, product launches, and international expansion plans. Despite lowered gross profit margin guidance, the company plans to offset this through operating expense leverage. The Q&A section reveals strong engagement in the basal segment, positive early results for the G7 product, and expanding coverage for type 2 diabetes users. While some uncertainties remain, such as CMS coverage timelines, the overall outlook with new product launches and international expansion is optimistic, suggesting a positive stock price reaction.