DexCom Weighs GLP 1 CGM Tailwind Against Valuation And Momentum Signals

Simply Wall St

Thu, February 26, 2026 at 11:13 AM GMT+9 2 min read

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  DXCM

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DexCom (NasdaqGS:DXCM) is seeing higher adoption of its continuous glucose monitoring systems among patients using GLP-1 drugs, as physicians pair both therapies for diabetes care.

The company is refining its product lineup, with management expecting the 15 day G7 CGM system to take a leading role within its portfolio.

These developments are material for investors because they relate to DexCom's growth paths across domestic and international CGM markets beyond standard earnings updates.

DexCom focuses on continuous glucose monitoring solutions that help people track blood sugar levels in real time. The recent rise in GLP-1 prescriptions has drawn more attention to tools that give clinicians and patients better visibility into daily glucose patterns. For investors, the link between GLP-1 use and CGM adoption adds an important layer to how demand for DexCom products may evolve.

Management’s emphasis on refining the product lineup, particularly around the 15 day G7 system, highlights an effort to consolidate usage around a flagship device. As GLP-1 drugs and CGMs are prescribed together more often, investors may monitor how this pairing influences DexCom’s position across different geographies and treatment settings.

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NasdaqGS:DXCM Earnings & Revenue Growth as at Feb 2026

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Quick Assessment

**⚖️ Price vs Analyst Target**: At US$73.07 versus an average analyst target of US$85.46, DexCom trades about 14% below consensus.

**❌ Simply Wall St Valuation**: Shares are described as trading 14.3% above estimated fair value, which points to an overvalued status.

**❌ Recent Momentum**: The 30 day return is roughly 0.4% decline, so short term momentum has been slightly negative.

To better assess whether it could be the right time to buy, sell or hold DexCom, you can review Simply Wall St’s company report for the latest analysis of DexCom’s Fair Value.

Key Considerations

📊 GLP 1 linked CGM adoption and the G7 focus tie DexCom’s story even more tightly to diabetes treatment trends and physician behavior.

📊 It may be useful to watch how CGM volumes, GLP 1 user penetration and DexCom’s P/E of 33.6 relative to the medical equipment industry average of about 30.8 evolve over time.

⚠️ A key risk is that if GLP 1 usage patterns or reimbursement terms shift, CGM demand linked to these drugs could change as well.

 






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Dig Deeper

For the full picture including more risks and rewards, check out the complete DexCom analysis. Alternatively, you can visit the community page for DexCom to see how other investors believe this latest news will impact the company’s narrative.

_ This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned._

Companies discussed in this article include DXCM.

Have feedback on this article? Concerned about the content? Get in touch with us directly._ Alternatively, email editorial-team@simplywallst.com_

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