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    Dexcom’s New Clinician Academy: A Subtle Shift in DXCM’s Long‑Term Competitive Moat?

    Simply Wall St·12/15/2025 04:28:51
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    • Earlier this month, Dexcom launched Dexcom Academy across several EMEA markets, offering personalised, app-based training for healthcare professionals on its CGM products and broader diabetes care.
    • This education platform, co-created with clinicians and focused on practical, consultation-ready content, signals Dexcom’s effort to deepen CGM adoption while easing clinical workloads.
    • We’ll now examine how this push into clinician-focused education could influence Dexcom’s longer-term investment narrative and growth ambitions.

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    DexCom Investment Narrative Recap

    To own DexCom, you generally need to believe that continuous glucose monitoring remains central to diabetes care and that DexCom can keep expanding adoption across both Type 1 and Type 2 patients. Near term, the key catalyst is uptake of the new 15 day G7 sensor, while the securities class action tied to alleged G6/G7 reliability issues is a clear risk; the Dexcom Academy launch itself does not materially change either.

    Among recent developments, the US launch of the G7 15 Day CGM system stands out as most relevant. If clinicians in EMEA become more comfortable with CGM through Dexcom Academy, that education effort could indirectly support broader product adoption over time, including next generation sensors like G7 15 Day, which many investors are watching closely as a driver of DexCom’s growth ambitions.

    Yet against this product and education momentum, the emerging lawsuit over alleged design changes and device reliability is something investors should be aware of and...

    Read the full narrative on DexCom (it's free!)

    DexCom's narrative projects $6.5 billion revenue and $1.4 billion earnings by 2028.

    Uncover how DexCom's forecasts yield a $84.31 fair value, a 26% upside to its current price.

    Exploring Other Perspectives

    DXCM 1-Year Stock Price Chart
    DXCM 1-Year Stock Price Chart

    Seven members of the Simply Wall St Community value DexCom between US$84.31 and US$127.89, reflecting a wide span of expectations. Against that, concerns about potential CMS competitive bidding and pricing pressure could meaningfully shape how the company’s actual performance compares with these views, so it is worth weighing several perspectives before forming your own.

    Explore 7 other fair value estimates on DexCom - why the stock might be worth just $84.31!

    Build Your Own DexCom Narrative

    Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

    • A great starting point for your DexCom research is our analysis highlighting 4 key rewards that could impact your investment decision.
    • Our free DexCom research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate DexCom's overall financial health at a glance.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.