Core Points - A securities class action lawsuit has been filed against DexCom, Inc. for investors who acquired its securities between July 26, 2024, and September 17, 2025 [1] - The deadline for the lead plaintiff to file is December 26, 2025 [1] Company Summary - The lawsuit is initiated by the law firm Kessler Topaz Meltzer & Check, LLP on behalf of investors who suffered losses related to DexCom securities [1]

Core Viewpoint - A federal securities class action lawsuit has been filed against DexCom, Inc. for alleged violations of federal securities laws, primarily related to misleading statements and undisclosed product issues with its G6 and G7 glucose monitoring devices [1][6]. Key Events - **FDA Warning Letter (March 10, 2025)**: The FDA issued a Warning Letter indicating that DexCom had "adulterated" its G6 and G7 sensors by modifying them without prior approval, leading to inaccuracies and health risks. Following this, the stock dropped by $7.12 (−9.15%) to $70.72 [2]. - **Public Disclosure (March 25-26, 2025)**: The FDA published the Warning Letter on its website, confirming product issues, which caused the stock to fall another $3.19 (−4.24%) to $72.13 [2]. - **Oppenheimer Downgrade (September 8, 2025)**: Oppenheimer downgraded DexCom from "outperform" to "perform" due to rising patient concerns over G7 sensor accuracy, resulting in a stock decline of $2.51 (−3.12%) to $78.00 [2]. - **Hunterbrook Report (September 18, 2025)**: A report titled "DexCom's Fatal Flaws" revealed that G7 devices caused hospitalizations and deaths due to inaccurate readings, leading to a stock plunge of $8.99 (−11.76%) to $67.45 over two sessions [2]. Allegations Against DexCom - DexCom allegedly made material design changes to its G6 and G7 devices without FDA authorization, compromising reliability and posing health risks [6]. - The company is accused of overstating the reliability, accuracy, and functionality of the G7 device while downplaying the severity of the issues [6]. - DexCom faces increased risks of regulatory scrutiny, enforcement actions, and financial harm due to these allegations [6]. Next Steps for Investors - Investors who acquired DexCom securities during the class period (July 26, 2024 – September 17, 2025) may move the Court to be appointed lead plaintiff by December 26, 2025 [3].

Market Overview - U.S. markets opened with positive momentum, with the Nasdaq up by 1%, S&P 500 increasing by 0.60%, and Dow Jones rising by 0.15% [2] - The Russell 2000 index also showed slight gains of 0.05% [2] Premarket Movers - Brighthouse Financial saw a significant increase of 23.4% amid takeover discussions [3] - Other notable gainers included Amazon (+12%), Twilio (+10%), Western Digital (+9.7%), Cloudflare (+8.7%), and Rocket Companies (+7.8%) following their earnings reports [3] Earnings Reports - Strong earnings from Amazon (+12.5% in premarket) and Apple (+2.2%) contributed positively to market sentiment, offsetting weaker performances from Microsoft and Meta [6] - Exxon Mobil, Abbvie, and Chevron also released their earnings, contributing to the overall market activity [7] Market Sentiment - The market is reacting positively to a combination of strong earnings reports and optimistic commentary from the U.S. central bank, despite the ongoing government shutdown which has halted the release of economic data [5][8]

The maker of diabetes technology posts better-than-expected revenue but shares are falling. ...

Core Insights - DexCom, Inc. reported third-quarter 2025 revenue of $1.209 billion, exceeding analyst expectations of $1.179 billion, with a year-over-year growth of 22% on a reported basis and 20% on an organic basis [1] - The company raised its fiscal 2025 sales guidance to a range of $4.63 billion to $4.65 billion, surpassing the consensus estimate of $4.626 billion [3] Financial Performance - U.S. revenue increased by 21% year-over-year, while international revenue grew by 22% on a reported basis and 18% on an organic basis [1] - GAAP operating income was $242.5 million, representing 20.1% of revenue, an increase of 480 basis points compared to Q3 2024 [1] - Adjusted operating income reached $272.9 million, or 22.6% of reported revenue, up 130 basis points from the previous year [2] - Adjusted earnings were reported at 61 cents, beating the consensus estimate of 57 cents [2] Margin Outlook - The company revised its profit margin expectations, forecasting an adjusted gross profit margin of approximately 61%, operating margin of 20-21%, and EBITDA margin of roughly 29-30% [4] Analyst Commentary - Analysts from William Blair noted that the lower stock price is attributed to concerns over U.S. sales growth and 2026 projections being below market expectations, but they remain optimistic about new patient additions and minimal pricing pressure [5] - William Blair anticipates significant margin expansion as the company overcomes cost headwinds and benefits from the upcoming 15-day sensor launch [5] - BTIG analyst maintains a Buy rating on DexCom but has lowered the price forecast from $109 to $85, with DXCM stock down 11.28% to $60.51 in premarket trading [6]

Core Insights - U.S. stock futures showed a mostly positive trend, with Nasdaq futures increasing by over 1% on Friday [1] - Roku Inc experienced a significant decline in pre-market trading following its third-quarter earnings report [1] Company Performance - Roku reported third-quarter net revenue of $1.211 billion, reflecting a 14% year-over-year increase, surpassing the Street consensus estimate of $1.206 billion [2] - The platform revenue for Roku was $1.06 billion, up 17% year-over-year, while device revenue decreased by 5% to $146 million [2] - Roku shares fell by 5% to $94.99 in pre-market trading following the earnings report [2] Other Companies in Focus - SPS Commerce Inc saw a 32.1% drop in shares to $70.57 after mixed third-quarter results and lower fourth-quarter guidance [4] - Corbus Pharmaceuticals Holdings Inc's shares fell 16.4% to $13.74 due to a public offering announcement [4] - Onespan Inc's shares decreased by 16.1% to $13.02 after reporting disappointing third-quarter sales and lowering FY25 guidance [4] - Savers Value Village Inc's shares dipped 15% to $11.25 following worse-than-expected third-quarter sales and lowered FY25 GAAP EPS guidance [4] - GSI Technology, Inc. shares fell 14.1% to $9.50 after second-quarter results [4] - Newell Brands Inc's shares declined 13.1% to $4.10 due to downbeat third-quarter results and lowered FY25 guidance [4] - DexCom Inc's shares fell 12.1% to $59.97 after announcing third-quarter results [4] - Site Centers Corp's shares declined 11.2% to $7.44 ahead of its third-quarter earnings release [4] - Aptiv PLC shares fell 7.6% to $75.88 [4] - Ventas Inc shares declined 7.5% to $68.77 [4] - Cooper-Standard Holdings Inc's shares fell 6.3% to $33.52 after reporting disappointing third-quarter results and lowering FY25 sales guidance [4]

Core Insights - U.S. stock futures showed a mostly positive trend, with Nasdaq futures increasing by over 1% on Friday [1] - Roku Inc experienced a significant decline in pre-market trading following its third-quarter earnings report [1] Company Performance - Roku reported third-quarter net revenue of $1.211 billion, reflecting a 14% year-over-year increase, surpassing the Street consensus estimate of $1.206 billion [2] - The company's platform revenue reached $1.06 billion, up 17% year-over-year, while devices revenue fell to $146 million, down 5% year-over-year [2] - Roku shares dropped 5% to $94.99 in pre-market trading following the earnings announcement [2] Other Company Movements - SPS Commerce Inc saw a 32.1% decline in pre-market trading to $70.57 after mixed third-quarter results and lower fourth-quarter guidance [4] - Corbus Pharmaceuticals Holdings Inc's shares fell 16.4% to $13.74 due to a public offering announcement [4] - Onespan Inc's shares decreased by 16.1% to $13.02 after reporting disappointing third-quarter sales and lowering FY25 guidance [4] - Savers Value Village Inc's shares dipped 15% to $11.25 following worse-than-expected third-quarter sales and lowered FY25 GAAP EPS guidance [4] - GSI Technology, Inc. shares fell 14.1% to $9.50 after second-quarter results [4] - Newell Brands Inc's shares declined 13.1% to $4.10 due to downbeat third-quarter results and lowered FY25 guidance [4] - DexCom Inc's shares dropped 12.1% to $59.97 after announcing third-quarter results [4] - Site Centers Corp's shares declined 11.2% to $7.44 ahead of its third-quarter earnings release [4] - Aptiv PLC and Ventas Inc saw declines of 7.6% to $75.88 and 7.5% to $68.77, respectively [4] - Cooper-Standard Holdings Inc's shares fell 6.3% to $33.52 after reporting disappointing third-quarter results and lowering FY25 sales guidance [4]

Core Viewpoint - Dexcom shares fell 12% in premarket trading due to executives indicating that the company's 2026 growth forecast may not meet Wall Street expectations [1] Company Summary - Dexcom is a medical device maker that specializes in continuous glucose monitoring systems [1] - The decline in share price reflects investor concerns regarding future growth potential [1] Industry Summary - The medical device industry is facing scrutiny as companies adjust growth forecasts amid changing market conditions [1] - Investor sentiment in the sector may be influenced by individual company performance and guidance [1]

Core Viewpoint - A class action lawsuit has been filed against DexCom, Inc. for misleading statements regarding the reliability and safety of its G6 and G7 continuous glucose monitoring systems during the specified Class Period from July 26, 2024, to September 17, 2025 [1][5]. Group 1: Lawsuit Details - The lawsuit alleges that DexCom made unauthorized design changes to the G6 and G7 systems that compromised their reliability, posing health risks to users [5]. - It is claimed that DexCom overstated the enhancements and reliability of the G7 device, while downplaying the severity of issues related to the adulterated devices [5]. - The lawsuit indicates that these actions subjected DexCom to increased regulatory scrutiny and potential legal and financial repercussions [5]. Group 2: Investor Information - Investors who purchased DexCom securities during the Class Period may be eligible for compensation without incurring out-of-pocket fees through a contingency fee arrangement [2]. - Interested parties can join the class action by visiting the provided link or contacting the law firm directly for more information [3][6]. - A lead plaintiff must be appointed by December 29, 2025, to represent the class in the litigation [1][3]. Group 3: Law Firm Credentials - The Rosen Law Firm has a strong track record in securities class actions, having achieved significant settlements for investors, including over $438 million in 2019 [4]. - The firm has been recognized for its success in securities class action settlements and has a history of representing investors globally [4].

Core Insights - DexCom reported revenue of $1.21 billion for the quarter ended September 2025, reflecting a year-over-year increase of 21.6% and a surprise of +2.72% over the Zacks Consensus Estimate of $1.18 billion [1] - Earnings per share (EPS) for the quarter was $0.61, compared to $0.45 in the same quarter last year, resulting in an EPS surprise of +7.02% against the consensus estimate of $0.57 [1] Revenue Breakdown - Revenue in the United States reached $851.9 million, exceeding the six-analyst average estimate of $843.25 million, with a year-over-year change of +21.4% [4] - International revenue was $357.4 million, surpassing the six-analyst average estimate of $332.15 million, marking a year-over-year increase of +22.3% [4] - Revenue from hardware was $34.2 million, below the average estimate of $39.65 million based on three analysts, representing a year-over-year decline of -19.3% [4] - Revenue from sensors and other products was $1.18 billion, exceeding the estimated $1.14 billion by three analysts, with a year-over-year increase of +23.5% [4] Stock Performance - DexCom shares have returned +3.2% over the past month, compared to a +3.6% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]