12 Stocks on Jim Cramer’s Radar Recently

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9. DexCom, Inc. (NASDAQ:DXCM)

Number of Hedge Fund Holders: 71

DexCom, Inc. (NASDAQ:DXCM) is one of the stocks on Jim Cramer’s radar recently. A caller asked if they should buy, sell, or hold the stock during the lightning round. In response, Cramer said:

“You know, it’s too rich a stock, and I do think the GLP-1s are going to have such a dramatic effect on their market. I don’t want to own the stock. Now, it can have a dramatic effect on the psychology of the people who want to buy the stock. That’s a better way to put it.”

DexCom, Inc. (NASDAQ:DXCM) develops and sells continuous glucose monitoring systems to help patients and clinicians manage diabetes and metabolic health. Sands Capital stated the following regarding DexCom, Inc. (NASDAQ:DXCM) in its third quarter 2025 investor letter:

“DexCom, Inc. (NASDAQ:DXCM) is a leading producer of glucose monitors for diabetes management. Shares declined during the quarter, pressured by broader weakness in the medical devices industry and heightened FDA and customer scrutiny of product reliability. Despite these external pressures, Dexcom continues to execute well following its mid-2024 operational challenges. The second quarter marked its third straight quarter of accelerating year over-year revenue growth, supported by near-record new patient additions. While management raised 2025 revenue guidance, the increase was more cautious than consensus expected, disappointing investors. We believe this conservative stance creates room for upside in the second half of 2025. Dexcom ended the quarter trading near its all-time low forward earnings multiple, which we view as a disconnect from its growth outlook. Potential catalysts include strong adoption of its newly launched 15 day sensor, expanded Medicare coverage for type-2 non insulin patients, and clarity on the company’s long-range plan. We expect margin leverage from the 15-day sensor should also contribute meaningfully to profitability in 2026.”

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