DexCom (DXCM) Fell Due to Modest Guidance

2 weeks ago 8

Soumya Eswaran

Thu, December 18, 2025 astatine 9:09 AM CST 2 min read

Brown Advisory, an concern absorption company, released its “Brown Advisory Mid-Cap Growth Strategy” third-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. The strategy underperformed its benchmark, the Russell Midcap® Growth Index, successful the 3rd 4th of 2025, which accrued astir 3%.  In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its third-quarter 2025 capitalist letter, Brown Advisory Mid-Cap Growth Strategy highlighted stocks specified arsenic DexCom, Inc. (NASDAQ:DXCM). DexCom, Inc. (NASDAQ:DXCM) is simply a aesculapian instrumentality institution that develops and commercializes continuous glucose monitoring (CGM) systems. The one-month instrumentality of DexCom, Inc. (NASDAQ:DXCM) was 13.90%, and its shares mislaid 12.24% of their worth implicit the past 52 weeks. On December 17, 2025, DexCom, Inc. (NASDAQ:DXCM) banal closed astatine $65.75 per share, with a marketplace capitalization of $26.086billion.

Brown Advisory Mid-Cap Growth Strategy stated the pursuing regarding DexCom, Inc. (NASDAQ:DXCM) successful its 3rd 4th 2025 capitalist letter:

"DexCom, Inc. (NASDAQ:DXCM) exceeded 2nd 4th statement expectations, but its humble guidance summation failed to bespeak year-to-date strength, pressuring sentiment. A consequent abbreviated study raised concerns astir yield, accuracy, and wounded rates related to the G7 launch, adding to volatility. However, astir accumulation issues were already known and addressed done changes successful third-party sourcing. Moreover, portion aboriginal G7 wounded rates were higher than the G6, they person since improved and stay beneath those of cardinal competitors."

Why DexCom Inc. (DXCM) Soared Last Week

Why DexCom Inc. (DXCM) Soared Last Week

DexCom, Inc. (NASDAQ:DXCM) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 71 hedge money portfolios held DexCom, Inc. (NASDAQ:DXCM) astatine the extremity of the 3rd quarter, compared to 60 successful the erstwhile quarter. For the 3rd 4th of 2025, DexCom, Inc. (NASDAQ:DXCM) reported planetary revenue of $1.21 billion, compared to $994 cardinal successful the 3rd 4th of 2024. While we admit the imaginable of DexCom, Inc. (NASDAQ:DXCM) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

In another article, we covered DexCom, Inc. (NASDAQ:DXCM) and shared Sands Capital Select Growth Strategy's views connected the company. In addition, delight cheque retired our hedge money capitalist letters Q3 2025 page for much capitalist letters from hedge funds and different starring investors.


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