DXCM · News · 20260808N

Competition and Market Share

DEXCOM INC · 2026-08-08 · Importance 51 · Surprise 64

Senseonics reported approximately 120% year-over-year revenue growth to $14.5 million in the second quarter, driven primarily by U.S. expansion and increased adoption of its Eversense continuous glucose monitoring system. The result indicates accelerating demand for an alternative CGM platform in the U.S. market. Senseonics is also advancing its Gemini product, with a 510(k) submission targeted for the first quarter of 2027, potentially adding future competitive pressure in CGM.

Key facts

• Pacer Advisors reduced its stake in DexCom by 96.5% in the first quarter, selling 948,754 shares and retaining 34,025 shares. source
• Gradient Investments LLC increased its stake in DexCom by 16.7% in the second quarter to 372,542 shares valued at approximately $25.1 million. source
• Beacon Investment Advisory Services decreased its stake in DexCom by 5.7% in the second quarter, selling 14,691 shares and retaining 242,672 shares valued at $16.3 million. source
• Institutional investors collectively own 97.75% of DXCM. source
• Analysts maintain a 'Moderate Buy' consensus rating with an average target price of $88.71. source