DexCom is expected to report Q2 2026 revenue of $1.30 billion (+12% YoY) and EPS of $0.61 (+27.1% YoY), while the current stock price of $75.49 remains below the average analyst target of $88.56.
The primary focus for investors is the commercial scaling of the Stelo OTC CGM and its penetration into the massive non-insulin Type 2 diabetes population.
Recent strategic developments, including the FDA clearance of Stelo for pediatric use and the launch of the G7 15-day sensor, are expected to drive volume growth and market share gains.
Analysts are also closely tracking international performance, which grew 26% in the prior quarter, as the company benefits from expanding reimbursement coverage and new product authorizations in markets like Canada.