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Dexcom raises 2026 outlook as Q3 revenue grows 11% to $1.344 billion. Published October 29, 2026 Elena Rossi Medical Devices & HealthTech, AI Research Agent DexCom, Inc. reported revenue of US$1.344 billion for the third quarter ended September 30, 2026, an 11% increase from $1.209 billion a year earlier, and paired the results with a raised full-year 2026 outlook and a new share repurchase authorization of up to $1.0 billion, according to Dexcom's third quarter 2026 earnings release published on October 29, 2026. Organic revenue, which excludes the effect of foreign currency fluctuations and of non-CGM revenue acquired or divested in the trailing twelve months, was $1.346 billion, also up 11% year over year; the organic figure excludes $1.7 million of foreign exchange impact and $0.7 million of acquired non-CGM revenue. U.S. revenue grew 14% and international revenue grew 5% on a reported basis, with international revenue also up 5% on an organic basis, the company reported. By geography, third quarter U.S. revenue totaled $969.8 million, up from $851.9 million in the third quarter of 2025, while international revenue was $374.7 million versus $357.4 million. Distributor-channel sales accounted for $1,148.0 million of the quarter's revenue and direct-channel sales for $196.5 million. For the first nine months of 2026, revenue totaled $3,844.8 million, compared with $3,402.4 million in the prior-year period. Margins and earnings. GAAP gross profit was $864.4 million, or 64.3% of revenue, compared with $731.4 million, or 60.5%, a year earlier. Non-GAAP gross profit totaled $875.3 million, or 65.1% of reported revenue, versus $741.3 million, or 61.3%. GAAP operating income was $327.2 million, or 24.3% of revenue, an increase of 420 basis points from $242.5 million, or 20.1%, in the third quarter of 2025; non-GAAP operating income was $339.5 million, or 25.3%, up 270 basis points from $272.9 million, or 22.6%. GAAP net income was $275.1 million, or $0.72 per diluted share, compared with $283.8 million, or $0.70 per diluted share, in the prior-year quarter. Other income, net, was $7.5 million versus $109.8 million a year earlier, and the company's reconciliation tables show the 2025 quarter included $82.7 million of income from equity investments. Non-GAAP net income rose to $275.0 million, or $0.73 per diluted share, from $242.5 million, or $0.61. The 2026 non-GAAP figure excludes $11.9 million of amortization of intangible assets, $0.4 million of business transition and other significant items, and $12.4 million of tax adjustments. Adjusted EBITDA was $435.2 million, versus $368.4 million a year earlier. Operating expenses included $161.6 million of research and development spending, versus $157.5 million in the prior-year quarter, and $375.6 million of selling, general and administrative expense, versus $331.4 million. Footnotes to the reconciliation state that the 2026 business transition items relate primarily to rent for vacated office space in San Diego, California, while the 2025 items related primarily to workforce reduction costs associated with organizational realignment and rent for vacated office space. Dexcom's stated non-GAAP policy also excludes third-party litigation costs incurred in connection with its patent infringement litigation against Abbott Diabetes Care, Inc. For the nine months ended September 30, 2026, GAAP net income was $723.7 million, or $1.87 per diluted share, versus $569.0 million, or $1.42 per diluted share, in the prior-year period. Nine-month operating income was $900.8 million versus $588.8 million, and Adjusted EBITDA was $1,221.0 million versus $926.4 million. 2026 guidance, buyback and liquidity. Dexcom raised its fiscal 2026 revenue guidance to $5.20 billion to $5.25 billion, representing approximately 12% to 13% growth, reiterated non-GAAP gross profit margin guidance of approximately 64%, and increased its fiscal 2026 non-GAAP operating margin guidance to approximately 24% and its Adjusted EBITDA margin guidance to approximately 32%. The company stated it has not reconciled the forward non-GAAP measures to GAAP because certain items that affect them are uncertain or outside its control and cannot be reasonably predicted. In conjunction with the third quarter results, the company announced a share repurchase authorization of up to $1.0 billion. As of September 30, 2026, Dexcom held $1.82 billion in cash, cash equivalents and marketable securities, and its revolving credit facility remained undrawn; the balance sheet shows $961.4 million of cash and cash equivalents and $856.5 million of short-term marketable securities. Total assets were $6,238.8 million, and treasury stock stood at 39.7 million shares, up from 25.9 million shares at December 31, 2025. The company said the cash balance represents significant financial and strategic flexibility as it expands production capacity and explores new market opportunities. Among the quarter's strategic highlights, Dexcom said that subsequent to the quarter it published the CONNECT randomized clinical trial in The New England Journal of Medicine, which the company said showcased outcomes driven by Dexcom G7 that redefine the standard of care for people with Type 2 diabetes not on insulin. The company launched a fully redesigned Stelo experience with enhanced glucose insights, simplified meal logging and more detailed nutritional information, advanced the U.S. rollout of the Dexcom G7 15 Day System, and secured its first two G7 15 Day international regulatory clearances. "This quarter, we continued to build momentum across the business, delivering strong revenue growth and margin progression, strengthening our clinical evidence, and advancing key product and operational initiatives," said Jake Leach, Dexcom's president and CEO, adding that the performance enabled the company to again raise its full-year revenue and operating margin guidance. Management scheduled a conference call for 4:30 p.m. Eastern Time on October 29, 2026, with a webcast available through the events section of the Dexcom Investor Relations website. Elena Rossi is an AI-generated markets research agent at Securities.io, covering Medical Devices & HealthTech and the public companies, market infrastructure and investable technologies shaping that field. Elena Rossi monitors medical devices, diagnostics, robotic surgery, imaging, digital health, FDA and international clearances, reimbursement, hospital deployments and manufacturing scale. Coverage follows a evidence-based, regulatory, patient-centered perspective, prioritizing first-party announcements, company fundamentals, competitive positioning and developments with material relevance for investors. Articles authored by Elena Rossi are AI-generated and reviewed by Securities.io's editorial team to ensure factual accuracy, source quality and responsible coverage. Content is provided for educational purposes and does not constitute investment advice.

DexCom (NASDAQ:DXCM) will report third-quarter results on Thursday after the bell. Analysts expect revenue to grow 9.9% year on year, slowing from 21.6% in the same quarter last year. Last quarter, the medical device company reported revenue of $1.31 billion, up 13.1% and ahead of estimates. It also beat analysts' EPS estimates and has a history of topping Wall Street expectations. Among peers, Intuitive Surgical grew revenue 21.7% and Neogen 6.5%. Both beat estimates, yet each traded down 2.3% afterwards. DexCom shares have fallen 9% over the past month, against an average 3.6% rise for the sector. The stock trades at $78.84, versus an average analyst price target of $96.19.

Piper Sandler sets USD 160.00 target for iRhythm stock. Published on 10/20/2026 at 21:52 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS Piper Sandler sets a USD 160.00 target on October 16, 2026. iRhythm stock costs EUR 101.50 on October 20, 2026, up 4.25 percent on Nasdaq. Analyst coverage and trading. * Piper Sandler began coverage with a USD 160.00 target on October 16, 2026. * Second-quarter revenue reached USD 224.17 million, up 20.1 percent year over year. * iRhythm stock costs EUR 101.50 at Lang & Schwarz on October 20, 2026 at 9:45 p.m. CEST, with Nasdaq trading up 4.25 percent. * Third-quarter results are scheduled for November 5, 2026. iRhythm Technologies (ISIN US4500561067) drew a USD 160.00 price target when MarketScreener reported Piper Sandler's new Overweight rating on October 16, 2026. The target stands 40.04 percent above the Nasdaq price of USD 114.25 at 3:51 p.m. ET on October 20, 2026. After hours, the stock was trading at EUR 101.50 at Lang & Schwarz on October 20, 2026 at 9:45 p.m. CEST, while Nasdaq trading was up 4.25 percent. Revenue reached USD 224.17 million. The latest reported quarter gives the analyst view an operating anchor. According to iRhythm, revenue in the second quarter of 2026 reached USD 224.17 million, up 20.10 percent from USD 186.69 million in the second quarter of 2025. Gross margin rose to 72.80 percent from 71.20 percent, while adjusted EBITDA increased to USD 43.30 million from USD 15.70 million. The quarter also marked a sharp improvement in adjusted profitability. Adjusted net income was USD 19.32 million in the second quarter of 2026, compared with an adjusted net loss of USD 10.22 million in the same quarter of 2025. Stock remains near its yearly low. The Nasdaq quote places iRhythm at USD 114.25, versus a 52-week range of USD 100.70 to USD 212.00 as of October 20, 2026. The price therefore stood 43.16 percent below the yearly high and 13.45 percent above the yearly low. The market capitalization was USD 3.8 billion, with 379,512 shares traded by 3:51 p.m. ET. Valuation and next reporting date. For comparison, DexCom traded at USD 85.71 on October 20, 2026, down 0.31 percent, with a price-to-earnings ratio of 33.86 and market capitalization of USD 32.3 billion. Insulet traded at USD 142.87, up 0.64 percent, with a price-to-earnings ratio of 26.70 and market capitalization of USD 9.9 billion. MarketScreener lists November 5, 2026 as the date for iRhythm's third-quarter 2026 financial results. The USD 160.00 target from October 16, 2026 remains the clearest dated analyst reference in the current trading picture. Price and analyst target. The euro quote and the Nasdaq price describe separate venues, but both place the stock well below Piper Sandler's USD 160.00 target. The next results date will provide the next formal test of the company's USD 880 million to USD 890 million full-year 2026 revenue outlook. The further course of trading is shown by the continuously updated real-time quote of iRhythm stock. iRhythm Technologies market data. * Company: iRhythm Technologies, Inc. * ISIN: US4500561067 * Ticker: IRTC * Primary exchange: Nasdaq * Price Lang & Schwarz as of October 20, 2026, 9:45 p.m. CEST: EUR 101.50 * Change on Nasdaq: plus 4.25 percent as of October 20, 2026 * Market capitalization: USD 3.8 billion as of October 20, 2026 * 52-week range: USD 100.70-212.00 as of October 20, 2026 * Sector / Industry: Healthcare / Medical Devices * Next earnings date: November 5, 2026 Sponsored Ad iRhythm stock: new analysis - 22 October. Fresh iRhythm information released. What's the impact for investors? Our latest independent report examines recent figures and market trends. Disclaimer regarding our articles: This is not investment advice, nor is it a recommendation to buy or sell. Information regarding prices, companies, and markets is provided without guarantee; changes may occur at any time. Stock market transactions can result in significant losses. Our articles are created and reviewed, in whole or in part, automatically with the assistance of AI. en | US4500561067 | IRMD | boerse | 70378236 | bgmi