Why Bellevue Sees Medtech Stocks Making a Comeback

finews.asia · 2026-09-04

Medtech stocks were among the losers of the AI boom for a long time. Bellevue Asset Management, however, believes the fundamental growth story remains intact and sees the first signs that a turnaround is already under way.

TickrTrends take: DexCom operates in the healthcare sector where medtech stocks are reportedly positioned for a comeback, which aligns with TickrTrends' current assessment that DXCM is undervalued. For a valuation-focused reader, the key consideration is whether broader medtech momentum will narrow the gap between DXCM's current price and its fundamental value. Monitoring sector rotation trends and investor appetite for healthcare technology will be important indicators of whether this undervalued designation proves prescient.

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