DXCM

Dexcom's CONNECT trial results, published in The New England Journal of Medicine, demonstrate that its G7 continuous glucose monitoring system achieves a 1.6% A1C reduction in non-insulin-treated Type 2 diabetes patients, with 97% adherence at 26 weeks. The findings support broader CGM adoption and could expand market opportunities, though success depends on physician adoption and insurance coverage. The global CGM market is projected to grow from $13.4 billion in 2025 to $41.4 billion by 2033.

DexCom (DXCM) reported strong Q2 2026 results with gross margin expanding to 64.1% and operating margin at 25.1%, driven by manufacturing efficiencies and G7 15-day product transition. However, near-term profitability could face pressure from Ireland factory ramp-up costs, forex headwinds, and higher oil-linked input costs. The company maintains a Zacks Rank #3 (Hold) rating with shares up 29.4% year-to-date.

Dexcom released its 2026 State of Type 2 Report highlighting significant gaps in CGM awareness and reimbursement access, with 55% of Type 2 diabetes patients having limited knowledge of the technology. However, the report reveals substantial growth opportunities as 58% of Type 2 patients on GLP-1 medicines use CGM, and a majority are open to CGM when recommended alongside GLP-1 therapy. Competitors Abbott Laboratories and MiniMed are also expanding their CGM portfolios with innovative features and sensor technologies.

ViCentra announced real-world data from 3,918 adults showing its Kaleido insulin patch pump system achieved 72.2% median time in range with minimal hypoglycemia (0.21% time below 54 mg/dL) and low glycemic variability (28.7% coefficient of variation) across Germany, the Netherlands, and France. The system, integrated with Diabeloop's DBLG1 algorithm and Dexcom G6, demonstrated strong clinical performance in routine use with high user engagement.

DexCom (DXCM), a medical device company specializing in continuous glucose monitoring systems, receives a #3 (Hold) rating from Zacks with a VGM Score of B. The company shows strong growth prospects with a Growth Style Score of A and forecasted year-over-year earnings growth of 26.3%. Seven analysts have revised earnings estimates upward in the last 60 days, with the consensus estimate increasing to $2.64 per share and an average earnings surprise of +11.4%.

The global digital health and remote patient monitoring market is projected to grow from $26.8 billion in 2025 to $80.8 billion by 2031, expanding at a 20.2% CAGR. Growth is driven by rising chronic disease management demand, expanding reimbursement coverage, and maturing wearable sensor technology, enabling a shift from episodic facility-centered care to continuous connected care models.

Vaso Corporation (VASO) has gained 149% over the past year, significantly outperforming its industry peers and the S&P 500. The healthcare-focused company reported improved Q2 2026 results with higher revenues and profitability, driven by growth in professional sales services and medical device segments.

Following the divestiture of its IT services business, VASO is streamlining operations and strengthening its focus on healthcare. However, the company faces challenges including heavy dependence on GE HealthCare and ongoing profitability pressures in its proprietary medical products division.