3 Stocks Doing the Heavy Lifting in Healthcare’s Rebound

The healthcare sector is rebounding after a lackluster start to 2026, driven by rotation from tech and stabilizing costs. Three stocks are leading the rally: Eli Lilly (up 11% in a month) on strong GLP-1 drug sales and new oral pill approval; Humana (up 18% in a month) as medical utilization moderates and margins widen; and DexCom (up 15% in a month) expanding into non-insulin Type 2 diabetes markets with landmark trial data.

06/18/2026, 11:41 AM • Investing

Dexcom Scores Pediatric Expansion For OTC Stelo Glucose Monitor

The FDA cleared Dexcom's Stelo Glucose Biosensor System for over-the-counter use in children ages 2 and older who do not use insulin, marking the first OTC continuous glucose monitor authorized for this pediatric population. The device tracks glucose levels every 15 minutes and each sensor lasts up to 15 days. The clearance was based on clinical studies and real-world evidence. Dexcom shares were down 2.2% at the time of publication.

06/15/2026, 1:02 PM • Benzinga

[Latest] Non-Invasive Blood Glucose Monitoring Devices Market Size to Hit USD 340.49 Million with a Promising CAGR of 25.60% by 2034 - Report by Zion Market Research (ZMR)

The global non-invasive blood glucose monitoring devices market is projected to grow from USD 34.86 million in 2024 to USD 340.49 million by 2034, with a CAGR of 25.60%. Growth is driven by rising diabetes prevalence, increasing demand for painless monitoring, and technological advancements in wearables and optical sensing. Spectroscopy technology and homecare segments are expected to lead the market, while North America will dominate regionally.

06/04/2026, 1:53 PM • GlobeNewswire

Diabetes Tech Player DexCom Lays Out 2030 Growth Vision

DexCom outlined its 2030 growth strategy, projecting organic revenue growth exceeding 10% annually and targeting adjusted gross profit margins of 67-69%. The company also announced a new $1 billion share repurchase program and agreed with Elliott Investment Management to appoint two new independent directors with MedTech expertise. DexCom beat Q1 earnings expectations with adjusted EPS of 56 cents versus consensus of 47 cents.

05/15/2026, 1:41 PM • Benzinga

Sell in May and Go Away—Starting With These 3 Stocks

Marc Lichtenfeld, Chief Income Strategist at the Oxford Club, identifies three stocks to sell this May: DexCom faces declining growth and competitive pressure from Abbott's FreeStyle Libre; Colgate-Palmolive offers limited upside with flat performance and valuation concerns; Oracle carries significant balance sheet risks with $250 billion in undisclosed lease commitments and projected negative free cash flow. The analysis follows the historical "sell in May and go away" pattern, where S&P 500 averages only 2% gains from May through October versus 7% from November to April.

05/12/2026, 12:04 PM • Investing

9 Stocks That Could Defy the ’Sell in May and Go Away’ Trend This Time

Despite the traditional 'Sell in May and Go Away' market pattern, 2026 shows strong potential for continued stock gains. With 84% of companies beating earnings expectations and 27% earnings growth, selective investing in fundamentally strong companies could outperform. The article highlights two healthcare stocks—DexCom and ResMed—as well-positioned to deliver significant upside potential despite trading below analyst price targets.

05/05/2026, 1:04 PM • Investing

3 Reasons Analysts Love DexCom

DexCom, a leader in continuous glucose monitoring (CGM) devices, is gaining strong analyst support with 20 Buy ratings versus 4 Sell/Hold ratings and ~40% upside potential. The company beat Q1 2026 earnings expectations with $1.2B in quarterly revenue (up 15% YoY), improved margins, and $2.4B in cash. Key catalysts include the recent G7 15-Day CGM product launch, expansion into non-insulin users via the Stelo line, and manufacturing capacity expansion driving margin improvements.

05/05/2026, 1:03 PM • Investing

9 Stocks That Could Defy the ’Sell in May and Go Away’ Trend This Time

Despite the traditional 'Sell in May and Go Away' market pattern, 2026 shows strong potential for continued stock gains driven by exceptional earnings season (84% of companies beat expectations with 27% earnings growth). The article identifies 9 stocks with strong fundamentals and 30%+ upside potential, highlighting DexCom and ResMed as well-positioned healthcare companies that could outperform despite stretched valuations and geopolitical risks.

05/05/2026, 10:26 AM • Investing

9 Stocks That Could Defy the ’Sell in May and Go Away’ Trend This Time

Despite the traditional 'Sell in May and Go Away' market pattern, 2026 shows strong potential for continued gains with record highs, 84% of companies beating earnings expectations, and 27% earnings growth. The article identifies 9 stocks with over 30% upside potential and strong fundamentals as selective investment opportunities, though risks from global tensions, inflation, and stretched valuations remain.

05/05/2026, 7:22 AM • Investing

9 Stocks That Could Defy the ’Sell in May and Go Away’ Trend This Time

Despite the traditional 'Sell in May and Go Away' market pattern, 2026 presents a different outlook with the S&P 500 and NASDAQ starting May at record highs, driven by strong earnings season (84% beat expectations, 27% earnings growth). While risks remain from global tensions and stretched valuations, selective investing in fundamentally strong companies with analyst support could yield significant returns. Two highlighted stocks are DexCom and ResMed, both showing strong Q1/Q3 results and upside potential.

05/05/2026, 3:48 AM • Investing

Why Medtech Giants Are Quietly Paying Up for AI Diagnostics

The global AI in medical imaging market is experiencing rapid growth with a projected $2.20 billion valuation in 2026 and 34.8% CAGR through 2033. Major medtech companies including Danaher, Medtronic, DexCom, and Profound Medical are making strategic acquisitions and expanding AI-powered diagnostic platforms. Hospitals are increasingly prioritizing AI clinical solutions, with 57% ranking them as top technology priorities in 2026-2027, driving demand for validated platforms with real clinical evidence.

04/29/2026, 10:30 AM • Benzinga

Middle East and Africa Continuous Glucose Monitoring Market Forecast and Company Analysis Report 2026-2034 Featuring Dexcom, Medtronic, Senseonics, Abbott Diabetes Care, and GlySens

The Middle East and Africa CGM market is projected to grow from USD 320.44 million in 2025 to USD 855.30 million by 2034 at an 11.53% CAGR, driven by rising diabetes prevalence, healthcare infrastructure improvements, and digital health integration. Key growth factors include government initiatives promoting preventive care and increasing smartphone adoption for remote monitoring, though high device costs and limited reimbursement remain barriers.

04/29/2026, 4:31 AM • GlobeNewswire

Forget Ozempic: This High‑Flying Device Maker Can Thrive No Matter Which Weight Loss Drug Wins

DexCom, a continuous glucose monitoring (CGM) device maker, is positioned to benefit from the growing weight-loss drug market regardless of which pharmaceutical company dominates. As GLP-1 weight-loss drugs gain popularity, they drive increased CGM adoption among patients, expanding DexCom's addressable market. The company has built a competitive moat through network effects and ecosystem integration, making it an attractive alternative to betting on individual drugmakers.

04/23/2026, 5:30 AM • The Motley Fool

Better Medical Device Stock Right Now: Abbott Laboratories vs. Dexcom

Abbott Laboratories and Dexcom are leading competitors in the continuous glucose monitoring (CGM) market with significant growth potential. Abbott offers a diversified healthcare portfolio with its FreeStyle Libre franchise and recent Exact Sciences acquisition, making it suitable for risk-averse investors seeking dividends. Dexcom, a pure-play CGM company, offers higher growth potential but carries greater risk due to lack of diversification and vulnerability to GLP-1 weight-loss drug competition.

04/20/2026, 4:21 PM • The Motley Fool

This Biotech Stock Up Nearly 100% in a Year Has Drawn a New $20 Million Share Investment

Parkman Healthcare Partners established a new $20 million position in EyePoint Pharmaceuticals by purchasing 1.088 million shares in Q4 2025. EyePoint shares have surged 93% over the past year as the company advances DURAVYU, a sustained-release therapy for retinal diseases, with Phase 3 trial data expected mid-2026. Despite significant losses and development-stage operations, the company has sufficient cash runway into late 2027.

03/15/2026, 7:05 PM • The Motley Fool