Senseonics Holdings, Inc. (SENS) AI Stock Analysis

Senseonics Holdings, Inc. is a medical technology company specializing in the development and global distribution of continuous glucose monitoring (CGM) systems for individuals managing diabetes across the United States, Europe, the Middle East, and Africa. Its core products include the Eversense and Eversense XL implantable CGM systems, which monitor glucose levels through an under-the-skin sensor for up to six months. These systems integrate with a removable, rechargeable smart transmitter and a mobile application. The company distributes its products through a network of distributors, strategic fulfillment partners, and collaborations, including an agreement with the University Hospitals Accountable Care Organization.

From FY2021 to FY2025, Senseonics grew revenue from $13.7M to $35.3M, achieving a 5-year revenue CAGR of 48.1%. Revenue grew 56.9% in FY2025 after a modest 0.4% increase in FY2024 to $22.5M. Gross margin improved from -5.9% in FY2021 to 44.7% in FY2025. However, profitability remains negative, with FY2025 operating margin at -193.8% and net income of -$69.1M, compared to net income of -$78.6M in FY2024. For the trailing twelve months ended June 30, 2026, revenue stood at $48.5M, supported by latest quarterly revenue growth of 117.8% year-over-year, while operating margin was -248.5%.

As of June 30, 2026, Senseonics held $142.7M in cash and short-term investments against total debt of $61.8M, resulting in net cash of $80.8M. Total assets were $176.8M, and shareholders' equity was $90.3M, supporting a current ratio of 6.74 and a debt-to-equity ratio of 0.68. Operating cash flow in FY2025 was -$59.1M, and free cash flow was -$60.2M, with capital expenditures of $1.1M. Over the past 5 years, the company's share count increased 158.6%.

Senseonics trades at an enterprise value of $446.6M and a market cap of $410.8M. Its forward P/E ratio is 21.0x, above the median of its US-listed Healthcare peers of 17.3x. The stock trades at a price-to-sales multiple of 8.5x and an EV/revenue of 9.2x, compared to the peer median price-to-sales of 4.1x. Its EV/EBITDA of 1.8x sits below the peer median of 12.0x. Over the past year, SENS declined 8.2%, trailing the S&P 500 return of 16.8%, while over 5 years the stock dropped 88.2% against an 83.0% gain for the index.

Wall Street analysts maintain 4 Strong Buy, 3 Hold, and 1 Sell ratings on Senseonics. The mean price target is $13.67, representing a 75.9% upside from the last close of $7.77. For the fiscal year ending December 31, 2026, consensus revenue is $64.2M with EPS estimated at -$2.29. For the next fiscal year, 7 analysts project revenue of $100.0M, reflecting 55.6% growth, and EPS of -$1.95. Senseonics achieved 0 EPS beats over the last 4 quarters. The next earnings date is November 4, 2026.

This page is an AI-written research summary of Senseonics Holdings, Inc. (SENS). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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