文章核心观点 - 公司股价自2021年11月高点下跌55%,低于同期竞争对手Insulet下跌39%,主要由于销售增长放缓,部分原因是GLP-1药物的益处提高帮助患者控制糖尿病和减重 [2] - 公司股价表现波动较大,2021年上涨45%,2022年下跌16%,2023年上涨10%,而标普500指数同期分别上涨27%、下跌19%和上涨24%,公司股价在2023年表现不佳 [3] - 从估值角度来看,公司股价处于低估状态,分析师平均目标价为99美元,较当前水平有35%的上涨空间 [4] 公司基本面分析 - 公司收入在过去两年翻倍至39亿美元,新客户增加是收入增长的主要驱动因素,公司是为数不多获得监管批准的可穿戴式持续血糖监测设备供应商之一 [8] - 公司营业利润率从2020年的15.5%提升至17.3% [8] - 公司债务从2020年的18亿美元增加至26亿美元,但现金余额也从27亿美元增加至31亿美元,加上过去12个月获得的9亿美元经营活动现金流,公司有足够的现金缓冲应对当前的通胀冲击 [10] 行业发展趋势 - 随着美联储努力遏制通胀,我们认为公司股价有望在消除对潜在衰退的担忧后获得上涨 [11] - 但肥胖药物的更广泛应用及其对公司业务的影响仍是一个关键风险因素 [11] - 要回到通胀冲击前的水平,公司股价还需要上涨120%以上,这在短期内可能难以实现 [11]

SAN FRANCISCO, Aug. 21, 2024 (GLOBE NEWSWIRE) -- Hagens Berman urges DexCom, Inc. (NASDAQ: DXCM) investors who suffered substantial losses to submit your losses now. The firm also encourages persons with knowledge who may be able to assist in the investigation to contact its attorneys. Class Period: Jan. 8, 2024 – July 25, 2024Lead Plaintiff Deadline: Oct. 21, 2024Visit: www.hbsslaw.com/investor-fraud/DXCM Contact the Firm Now: DXCM@hbsslaw.com 844-916-0895 DexCom, Inc. (DXCM) Securities Class Action: Dex ...

NEW YORK, Aug. 21, 2024 (GLOBE NEWSWIRE) -- Bragar Eagel & Squire, P.C., a nationally recognized stockholder rights law firm, announces that a class action lawsuit has been filed against DexCom, Inc. (“DexCom” or the “Company”) (NASDAQ: DXCM) in the United States District Court for the Southern District of California on behalf of all persons and entities who purchased or otherwise acquired DexCom securities between January 8, 2024 and July 25, 2024, both dates inclusive (the “Class Period”). Investors have ...

SAN DIEGO, Aug. 21, 2024 (GLOBE NEWSWIRE) -- Robbins LLP informs investors that a shareholder filed a class action on behalf of all persons and entities that purchased or otherwise acquired DexCom Inc. (NASDAQ: DXCM) securities between January 8, 2024 and July 25, 2024. DexCom is an international company that develops, manufactures, and distributes continuous glucose monitoring systems for diabetes management. For more information, submit a form, email attorney Aaron Dumas, Jr., or give us a call at (800) ...

SAN DIEGO, Aug. 21, 2024 (GLOBE NEWSWIRE) -- Robbins Geller Rudman & Dowd LLP announces purchasers or acquirers of DexCom, Inc. (NASDAQ: DXCM) securities between January 8, 2024 and July 25, 2024, inclusive (the “Class Period”), have until October 21, 2024 to seek appointment as lead plaintiff of the DexCom class action lawsuit. Captioned Alonzo v. DexCom, Inc., No. 24-cv-01485 (S.D. Cal.), the DexCom class action lawsuit charges DexCom and certain of DexCom’s top executives with violations of the Securitie ...

NEW YORK, Aug. 21, 2024 (GLOBE NEWSWIRE) -- The following statement is being issued by Levi & Korsinsky, LLP: To: All persons or entities who purchased or otherwise acquired securities of DexCom, Inc. (“DexCom” or the “Company”) (NASDAQ: DXCM) between January 8, 2024 to July 25, 2024, both dates inclusive. You are hereby notified that the class action lawsuit Charlene Alonzo v. DexCom, Inc., et al. (Case No. 3:24-cv-01485 has been commenced in the United States District Court for the Southern District of C ...

RADNOR, Pa., Aug. 21, 2024 /PRNewswire/ -- law firm of Kessler Topaz Meltzer & Check, LLP (www.ktmc.com) is currently investigating potential violations of the federal securities laws on behalf of investors of DexCom, Inc. (NASDAQ: DXCM) ("DexCom").On July 25, 2024, after the market closed, DexCom announced disappointing earnings results for its second quarter of 2024 and slashed full year revenue guidance from $4.35 billion to $4 billion-$4.05 billion. In addressing the results, DexCom stated that the comp ...

NEW YORK, Aug. 20, 2024 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces an investigation into DexCom, Inc. (NASDAQ: DXCM) for potential violations of the federal securities laws. If you invested in DexCom, you are encouraged to obtain additional information by visiting https://www.bfalaw.com/cases-investigations/dexcom-inc. Why Did DexCom’s Stock Drop? DexCom develops glucose monitoring systems for diabetes management. The company discussed how its recent sales force re ...

文章核心观点 - 尽管DexCom和Novartis公司面临一些短期挑战,但它们仍有长期增长潜力,值得投资[1][2][3] DexCom公司 - DexCom公司是一家专注于糖尿病连续血糖监测设备的医疗器械公司,其股价在过去10年中表现优于市场[4] - 公司最近的业绩受到了一些因素的影响:1)新客户增长速度低于预期[5] 2)最新产品G7的折扣优惠力度大于预期,导致客户收入下降,但这是短期问题[6] - 公司面临的更重要问题是如何保持对阿博特实验室的竞争优势,但全球糖尿病患者中只有1%使用了连续血糖监测技术,仍有巨大的市场机会[7][8] - 公司正在开发更便宜的产品如DexCom One,以进一步拓展全球市场[9] - 总的来说,DexCom公司的收入和利润有望继续保持增长,未来仍有较强的市场竞争力[10] Novartis公司 - Novartis是一家大型制药公司,业务较为稳定,适合风险厌恶型投资者[11] - 公司最近剥离了仿制药业务,将专注于开发全新药物,这有助于提升公司的业绩增长[12] - 公司二季度收入和调整后每股收益均有不错的增长[13] - Novartis是一家优质的股息股,已连续27年增加派息,体现了公司稳健的经营[14]

Look beyond share price at the business behind the stock, and you might find there's more for investors to consider.If you're looking for stocks on sale in the current market, despite the broader gains that major indices have clocked, many companies have responded in different ways. While a stock trading at a discount isn't in itself a reason to hit the buy button, great businesses are sometimes beaten down by investor sentiment and can present opportunities for the forward-thinking individual.Here are two ...