德康医疗（DXCM）今日盘中大跌14.81%，延续了昨日的跌势。此次股价暴跌主要源于公司在最新财报电话会议上暗示2026年增长前景不及市场预期。
尽管德康医疗公布了强劲的2025年第三季度业绩，但公司管理层在财报会议上表示，2026年的增长可能"略低于"当前市场预期。这一消息引发了投资者对公司长期增长潜力的担忧。此外，公司还将2025年调整后的毛利率指引从62%下调至约61%，进一步加剧了市场的忧虑情绪。
受此影响，至少有5家券商下调了德康医疗的目标价。然而，一些分析师认为周四和周五的股价跌幅可能过于剧烈。值得注意的是，尽管面临短期压力，德康医疗的整体业务表现依然强劲。公司上调了2025年全年营收指引，并预计2026年新增患者数量将创纪录，显示出公司仍具有长期增长潜力。
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