Senseonics Holdings, Inc.
Built from real-time financials, refreshed daily. For a full Analyst Grade with bull/bear case, price targets, and qualitative risk analysis, generate a SENS research report →
Range $8 – $18
Price Chart
About the company
Senseonics Holdings, Inc. operates as a medical technology enterprise, specializing in the development and commercialization of continuous glucose monitoring (CGM) systems. These innovative solutions cater to individuals with diabetes across the United States, Europe, the Middle East, and Africa.
- CEO
- Timothy T. Goodnow
- IPO
- 2015
- Employees
- 130
- HQ
- Germantown, MD, US
Get TickerSpark's AI analysis on SENS
Create an account to generate AI analysis on any ticker — technical setup, analyst consensus, earnings watch, insider pulse, financial health, and peer context. Ready in about a minute.
Get Pro Access →Already have an account? Log in
Similar companies
Peers in the same neighborhood.
- Market Cap
- $368.62M
- P/E
- -3.89
- PEG
- 0.37
- P/S
- 7.59
- P/B
- 5.65
- EV/EBITDA
- -3.77
- Div Yield
- 0.00%
- Gross Margin
- 54.87%
- Op Margin
- -223.22%
- Net Margin
- -225.34%
- ROE
- -165.83%
- ROIC
- -71.22%
Latest fiscal year · YoY change
- Revenue
- $35.26M+56.9%
- Gross Profit
- $15.76M+2857.4%
- Op Income
- $-68,337,000
- Net Income
- $-69,113,000+12.1%
- EPS
- $-1.66+33.6%
- OCF Growth
- +2.2%
- FCF Growth
- +3.9%
- 52W High
- $11.58
- 52W Low
- $4.79
- 50D MA
- $6.08
- 200D MA
- $6.48
- Beta
- 0.99
- RSI (14)
- 77
- Avg Volume
- 720.87K
Earnings call summaries
Pick a quarter — each call distilled into takeaways, results, and a bull vs bear read.
Senseonics posted a strong Q1 with revenue and gross margin both improving sharply, then raised full-year guidance as U.S. commercial integration, bundled-pay mix, and Eversense 365 adoption gained traction.· May 7, 2026
- Q1 net revenue was $11.7 million, up 85% year over year from $6.3 million, with gross margin at 58%.
- The company raised 2026 global net revenue guidance to $60 million-$64 million from $58 million-$62 million, implying 70% to 82% year-over-year growth.
- U.S. commercial integration was described as smooth, with DTC new patient shipments nearly doubling year over year and DTC accounting for roughly 60% of new patient shipments.
- About 60% of volume is now flowing through the more profitable bundled-pay reimbursement channel, supporting margin expansion.
- Senseonics strengthened the balance sheet with a $92 million equity raise and an expanded Hercules facility, while keeping pipeline timelines intact for Gemini and Freedom.
Net revenue in Q1 2026 was $11.7 million, up 85% year over year from $6.3 million. Gross profit was $6.9 million, and gross margin was 58%; management said gross margin would still have been about 54% excluding a one-time $0.5 million COGS benefit. U.S. revenue was $9.3 million and revenue outside the U.S. was $2.4 million. Net loss was $32.3 million, or $0.71 per share, versus a net loss of $14.3 million, or $0.40 per share, a year ago. Full-year 2026 global net revenue guidance was raised to $60 million-$64 million from $58 million-$62 million, with gross margin now expected at 55% to 58%, operating expenses at $150 million-$160 million, and cash utilization at $110 million-$120 million. Management said revenue should be about 40% in the first half and 60% in the second half of the year.
Tim Goodnow framed the quarter as evidence that bringing the commercial organization in-house is working, saying the first quarter validated the company’s integrated model through both revenue growth and margin expansion. He highlighted strong DTC momentum, Eon Care’s expanding insertion network, and early uptake of the first AID partnership with Sequel Med Tech. His tone was upbeat and confident, emphasizing that Senseonics now has the right team, structure, pipeline, and capital to accelerate growth.
Rick Sullivan focused on the mechanics behind the quarter and the outlook. He said roughly 60% of U.S. volume is now coming through bundled pay, the company plans to keep DTC spend around $13 million this year, and 40% of U.S. volume is expected to come from reorders in 2026. He also cited Q1 gross profit of $6.9 million, cash, restricted cash and cash equivalents of $64.6 million as of March 31, and debt and accrued interest of $35.2 million; after the financing actions, total debt outstanding rose to $55 million. He said the $92 million equity raise plus the expanded Hercules facility position the company to fund Eversense 365, Gemini, and Freedom development.
Analysts focused on whether the U.S. Ascensia transition could create a lag in site activation or patient growth, but management said the transition had been seamless and did not expect a meaningful delay in the U.S.; they noted any lag would be more likely in the four European countries as the new team is hired. Questions also centered on DTC efficiency and spending cadence, with management saying 2026 spend will stay around $13 million but be better targeted than in 2025, improving cost per workable lead and conversion. Other questions covered bundled-pay mix, future pump partnerships, and Freedom risk; management said bundled-pay looks like the right near-term target at about 60/40, partnership discussions are ongoing with no announcement yet, and Freedom is now viewed as ready for a first-in-human feasibility study outside the U.S. later this year.
The bull case from this call is that commercial control is translating into faster growth and better margins at the same time. Management pointed to nearly doubled DTC new patient shipments, over one-third of insertions now handled by Eon Care, strong patient reorders, and a gross margin that reached 58%. The company also has multiple catalysts ahead: European launch expansion, more AID partnerships, the ADA data presentation, and a strengthened balance sheet to fund execution.
The main risks are that expenses remain very high and the business is still cash-consuming, with 2026 operating expenses expected at $150 million-$160 million and cash utilization at $110 million-$120 million. The European transition is still underway, and management acknowledged possible lag as the new OUS commercial team is built. There is also execution risk around scaling DTC efficiently, expanding nurse capacity, and advancing Gemini and Freedom on schedule, even though management said progress is on track.
AI summary of the company's earnings call · Paraphrased · Not investment advice
- Free Float
- 92.1%
- Shares Outstanding
- 41.79M
- Float Shares
- 38.47M
of shares held by institutions
89 13F filers
Buy/sell ratio 0.00. Sells can include pre-scheduled 10b5-1 plan sales, not just discretionary selling.
Top institutional holders
Largest 13F positions, with quarter-over-quarter change.
| Holder | Shares | Δ Quarter |
|---|---|---|
| Vanguard Group Inc | 1.83M | ▼ 32.39M |
| Atria Wealth Solutions, Inc. | 11.20K | 0 |
| Cwm, LLC | 150 | ▲ 50 |
| Gps Wealth Strategies Group, LLC | 100 | ▼ 36.58K |
| Mcilrath & Eck, LLC | 50 | 0 |
| Gill Capital Partners, LLC | 10 | ▲ 10 |
Held by 95 ETFs
Biggest fund positions in SENS by dollar value.
Recent insider transactions
Who's buying, who's selling, and how much.
| Date | Insider | Type | Shares |
|---|---|---|---|
| Aug 19, 26 | ROEDER DOUGLAS A | buy | 13,953.284 |
| Jul 1, 26 | Prince Douglas S | other | 1,515 |
| Jul 1, 26 | ROEDER DOUGLAS A | other | 2,751 |
| Jul 1, 26 | Fiorentino Edward | other | 2,635 |
| Jul 1, 26 | Steven Edelman | other | 2,402 |
| Jun 15, 26 | Kaufman Francine | other | 4,010 |
| Jun 15, 26 | JAIN Mukul | other | 16,194 |
| Jun 15, 26 | Sullivan Frederick T. | other | 5,397 |
| Jun 15, 26 | Horton Kenneth L | other | 9,545 |
| Jun 15, 26 | HANSEN BRIAN B | other | 5,420 |
A “Sell” may be a pre-scheduled 10b5-1 plan sale rather than a discretionary decision — read insider selling with that in mind.
Our SENS coverage
Recent articles, reports, and earnings notes.
No research on SENS yet
For a full analyst-grade research report — grades, price targets, financials, chart analysis — generate one on demand.
Generate SENS report →Senseonics Holdings, Inc. Common Stock Q2 Earnings Call Highlights
marketbeat.com · Aug 7
Senseonics Holdings, Inc. (SENS) Q2 2026 Earnings Call Transcript
seekingalpha.com · Aug 7
Senseonics Holdings (SENS) Reports Q2 Loss, Tops Revenue Estimates
zacks.com · Aug 6
Senseonics Holdings, Inc. Schedules Second Quarter 2026 Earnings Release and Conference Call for August 6, 2026 at 4:30 P.M. Eastern Time
globenewswire.com · Jul 21
Strength Seen in Senseonics (SENS): Can Its 6.1% Jump Turn into More Strength?
zacks.com · Jun 29
Senseonics Expands Eversense 365 Ecosystem With Welldoc Partnership
zacks.com · Jun 11
Real-World Evidence of Eversense 365 Presented at ADA Demonstrating Strong Performance and Patient Impact in Both Open and Closed Loop Systems
globenewswire.com · Jun 6
Senseonics Holdings, Inc. (SENS) Shareholder/Analyst Call Transcript
seekingalpha.com · Jun 6
Headlines from third-party outlets — TickerSpark isn't affiliated with these sources.