异动解读 | 德康医疗重申保守销售预期 引发增长前景担忧股价暴跌

异动解读
26 Oct 2024

医疗设备制造商德康医疗(DXCM)盘前大跌7.83%,引发市场广泛关注。尽管公司第三季度营收和利润均超出分析师预期,但重申了较为保守的2024年全年销售预期,这引发了投资者对公司未来增长前景的担忧。

德康医疗第三季度实现营收3.45亿美元,同比增长29%,主要得益于其连续性血糖监测设备在糖尿病患者中的强劲需求。但公司同时重申了2024年全年销售额预期约为40亿至40.5亿美元。

多位分析师指出,这一全年预期略显保守,暗示公司增长可能放缓。部分投资者担心,如果公司在销售团队重组、客户流失等问题未完全解决,增长动力或将继续减弱。Leerink Partners分析师Mike Kratky表示:"在公司似乎制定了相对保守的指导之后,维持展望可能会让一些投资者感到失望。"

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