DexCom Takeaways From Management Meetings

Goldman Sachs hosted investor meetings with Dexcom management, reaffirming a Buy rating based on the company's solid long-range plan and margin expansion potential. The analyst highlights key growth drivers including CGM adoption in Type 2 populations and international expansion.

Key Takeaways

• 1.Management emphasized confidence in the long-range plan (LRP) and path to margin expansion through 2030, supported by new product initiatives and manufacturing efficiencies.
• 2.Dexcom's 2026 revenue guidance of 11-13% organic growth is viewed as a durable base case with potential upside.

Table of Contents

• DexCom Inc. (DXCM): Takeaways from management meetings
• Valuation & Risks
• Disclosure Appendix

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