Professional
Added to YB: 2025-09-23
Pitch date: 2025-09-20
DXCM [bullish]
DexCom, Inc.
+2.69%
current return
Author Info
Alta Fox Capital Management is an alternative asset management firm based in Fort Worth, Texas, thaat occaionally shares stock pitches. Follow on Twitter.
Company Info
DexCom, Inc., a medical device company, focuses on the design, development, and commercialization of continuous glucose monitoring (CGM) systems in the United States and internationally.
Market Cap
$26.5B
Pitch Price
$67.69
Price Target
N/A
Dividend
N/A
EV/EBITDA
27.21
P/E
47.16
EV/Sales
6.07
Sector
Health Care Equipment and Supplies
Category
value
DexCom Stock Seen as Bargain by Alta Fox Amid Discredited Short Claims
DXCM: Alta Fox buying on weak short report w/ tabloid sensationalism, cherry-picked data. Author misunderstands diabetes mgmt, uses unverified MAUDE data, ignores improved cash conversion cycle (-127 to -147 days). Growing biz at ~0.5x PODD fwd multiple. Short claims lack credible evidence.
Read full article (3 min)