Senseonics Holdings, Inc. (SENS)
Senseonics Holdings, Inc. is a medical technology company specializing in continuous glucose monitoring (CGM) systems for people with diabetes. Their flagship products, Eversense and Eversense XL, offer long-term implantable solutions for glucose monitoring.
Company Overview
Senseonics offers a unique, long-term implantable CGM solution, Eversense, differentiating itself from competitors with its extended sensor life of up to six months, providing convenience and potentially improved patient outcomes in the diabetes management market. Trading at a P/E of -5.16, it presents a speculative opportunity.
Investment Thesis
Senseonics presents a compelling, albeit speculative, investment opportunity within the growing CGM market. The company's Eversense and Eversense XL systems offer a unique value proposition with their long-term implantable sensors, potentially leading to increased patient adherence and improved outcomes. Key value drivers include expanding market penetration in the US and Europe, securing favorable reimbursement coverage, and continued product innovation. Upcoming catalysts include potential FDA approval for longer-lasting sensors and strategic partnerships to broaden distribution. While the company currently operates at a loss (P/E of -5.16), successful execution of its growth strategy could drive significant revenue growth and improved profitability.
Key Highlights
- Eversense and Eversense XL are implantable CGM systems providing glucose level measurements for up to six months.
- Gross Margin of 41.6% demonstrates potential for profitability as the company scales.
- The company operates in the growing CGM market, driven by increasing diabetes prevalence.
- Collaboration agreement with University Hospitals Accountable Care Organization expands market reach.
- Market Cap of $0.30B indicates potential for growth as the company gains market share.
Competitors
Strengths
- Unique long-term implantable CGM technology.
- Established presence in the CGM market.
- Collaboration agreement with University Hospitals Accountable Care Organization.
Weaknesses
- Negative profit margin.
- Limited market share compared to larger competitors.
- Reliance on distributors for sales and marketing.
Catalysts
- Upcoming: Potential FDA approval for longer-lasting sensors.
- Ongoing: Expansion of sales and marketing efforts in the US and Europe.
- Ongoing: Strategic partnerships to broaden distribution.
- Ongoing: Securing favorable reimbursement coverage.
Risks
- Potential: Competition from established CGM players.
- Potential: Reimbursement challenges.
- Potential: Regulatory hurdles.
- Ongoing: Negative profit margin.
- Ongoing: Reliance on distributors.
Growth Opportunities
- Expansion in the United States Market: Senseonics has a significant opportunity to increase its market share in the United States by expanding its sales and marketing efforts, targeting key healthcare providers and patient populations. The US diabetes market is one of the largest in the world, offering substantial growth potential for Eversense and Eversense XL. Successful penetration could drive significant revenue growth within the next 2-3 years.
- European Market Penetration: Senseonics can further penetrate the European market by securing reimbursement coverage in key countries and establishing strategic partnerships with local distributors. Europe represents a significant market opportunity for CGM systems, driven by increasing diabetes prevalence and favorable healthcare policies. Increased adoption in Europe could contribute substantially to revenue growth over the next 3-5 years.
- Product Innovation and Development: Senseonics can maintain its competitive edge by investing in research and development to enhance its existing products and develop new CGM technologies. This includes extending the sensor life of its implantable sensors, improving the accuracy and reliability of its systems, and integrating its technology with other diabetes management tools. Continuous innovation will be crucial for attracting new customers and retaining existing ones, driving long-term growth.
- Strategic Partnerships and Collaborations: Senseonics can leverage strategic partnerships and collaborations to expand its reach and market access. This includes partnering with pharmaceutical companies, medical device manufacturers, and healthcare providers to offer comprehensive diabetes management solutions. Strategic alliances can accelerate market penetration and drive revenue growth in the coming years.
- Direct-to-Consumer Marketing: Senseonics can explore direct-to-consumer marketing strategies to raise awareness of its Eversense and Eversense XL systems and drive adoption among patients with diabetes. This includes online advertising, social media campaigns, and educational programs. By directly engaging with patients, Senseonics can build brand loyalty and increase sales, contributing to long-term growth.
Opportunities
- Expansion in the US and European markets.
- Product innovation and development.
- Strategic partnerships and collaborations.
Threats
- Competition from established CGM players (Abbott, Dexcom).
- Reimbursement challenges.
- Regulatory hurdles.
Competitive Advantages
- Long-term implantable sensor technology offers a unique value proposition.
- Proprietary technology and intellectual property.
- Established relationships with distributors and healthcare providers.
- Brand recognition in the CGM market.
About
Senseonics Holdings, Inc., founded in 1996 and headquartered in Germantown, Maryland, is a medical technology company focused on developing and commercializing continuous glucose monitoring (CGM) systems for individuals with diabetes. The company's core product offerings include the Eversense and Eversense XL CGM systems. These systems feature an under-the-skin sensor that measures glucose levels, a removable and rechargeable smart transmitter, and a user-friendly mobile app for real-time monitoring and management. A key differentiator for Senseonics is the long-term nature of its implantable sensors, which can last up to six months, reducing the frequency of sensor replacements compared to traditional CGM systems. Senseonics serves healthcare providers and patients across the United States, Europe, the Middle East, and Africa through a network of distributors and strategic fulfillment partners. The company also has a collaboration agreement with the University Hospitals Accountable Care Organization, further expanding its reach and market penetration. While the company has a negative profit margin of -209.2%, its gross margin stands at 41.6% indicating potential for profitability with increased scale and efficiency.
What They Do
- Develops continuous glucose monitoring (CGM) systems.
- Commercializes CGM systems for people with diabetes.
- Offers Eversense and Eversense XL implantable CGM systems.
- Provides under-the-skin sensors for glucose level measurement.
- Offers removable and rechargeable smart transmitters.
- Provides a mobile app for real-time diabetes monitoring and management.
- Serves healthcare providers and patients through a network of distributors.
Business Model
- Sales of Eversense and Eversense XL CGM systems.
- Recurring revenue from sensor replacements.
- Distribution through a network of partners and strategic fulfillment agreements.
- Collaboration agreements with healthcare organizations.
Industry Context
Senseonics operates in the dynamic and rapidly expanding continuous glucose monitoring (CGM) market. This market is driven by the increasing prevalence of diabetes globally and the growing demand for more convenient and effective glucose management solutions. The competitive landscape includes established players like Abbott and Dexcom, as well as emerging companies offering innovative CGM technologies. Senseonics differentiates itself with its long-term implantable sensor technology, targeting patients seeking a more convenient and less intrusive monitoring experience. The global CGM market is projected to continue its strong growth trajectory, presenting significant opportunities for companies like Senseonics to expand their market share.
Key Customers
- Individuals with diabetes.
- Healthcare providers (endocrinologists, diabetes educators).
- Hospitals and clinics.
- Distributors of medical devices.
Financials
Recent Quarterly Results
| Quarter | Revenue | Net Income | EPS |
|---|---|---|---|
| Q3 2025 | $8M | -$20M | $0.00 |
| Q2 2025 | $7M | -$15M | $0.00 |
| Q1 2025 | $6M | -$14M | $0.00 |
| Q4 2024 | $8M | -$15M | $0.00 |
Source: Company filings
Chart & Info
Price Chart
Senseonics Holdings, Inc. (SENS) stock price: $6.07 (+0.18, +3.06%)
Why Bull
- •Recent insider buying suggests confidence in the company's future prospects, indicating potential growth.
- •Community sentiment has shifted positively, with discussions highlighting advancements in their continuous glucose monitoring technology.
- •Recent collaborations with healthcare providers have been well-received, enhancing market visibility and credibility.
- •Positive feedback from users about product efficacy has generated a more favorable perception in social forums.
Why Bear
- •Concerns about competition in the glucose monitoring sector have surfaced, with major players launching similar products.
- •Market sentiment remains cautious, with some analysts questioning the scalability of Senseonics' technology.
- •Recent earnings reports have shown slower-than-expected adoption rates, raising doubts among investors.
- •Social media discussions reveal a divide, with a notable portion of the community expressing skepticism about long-term profitability.
Latest News
-
Earnings Scheduled For November 5, 2025
benzinga · Nov 5, 2025
-
12 Health Care Stocks Moving In Monday's After-Market Session
benzinga · Oct 6, 2025
-
Earnings Scheduled For August 6, 2025
benzinga · Aug 6, 2025
-
Earnings Scheduled For May 8, 2025
benzinga · May 8, 2025
Technical Analysis
Rationale
AI-generated technical analysis for SENS including trend direction, momentum, and pattern recognition.
What to Watch
Key support and resistance levels, volume signals, and upcoming events.
Risk Management
Position sizing, stop-loss levels, and risk-reward assessment.
Community
Discussion
Share your analysis and discuss Senseonics Holdings, Inc. (SENS) with other investors. Log in to post.
Sentiment
Community sentiment and discussion activity for SENS.
Make a Prediction
Set your price target for Senseonics Holdings, Inc. (SENS), choose a timeframe, and track your prediction accuracy.
Current price: $6.07
Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for SENS.
Price Targets
Wall Street price target analysis for SENS.
Insider Flow (30d)
MoonshotScore
Score Factors
-
Revenue Growth 4/100
Revenue grew only 0.4% YoY, suggesting the company is in a slower growth phase.
-
Gross Margin 8/100
Gross margin at 41.1% indicates good unit economics and healthy profitability per sale.
-
Operating Leverage 4/100
Limited operating leverage due to slower revenue growth, keeping profit scaling constrained.
-
Cash Runway 5/100
Cash position data is currently unavailable for this company.
-
R&D Intensity 5/100
R&D spending data is currently unavailable for this company.
-
Insider Activity 6/100
No significant insider buying or selling recently, which is neutral for the stock outlook.
-
Short Interest 5/100
Float and volume data unavailable for liquidity analysis.
-
Price Momentum 0/100
No bullish technical signals detected. The stock lacks upward price momentum currently.
-
News Sentiment 5/100
No sentiment data available
What does this score mean?
The MoonshotScore rates SENS's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Competitors & Peers
Frequently Asked Questions
What does Senseonics Holdings, Inc. do?
Senseonics Holdings, Inc. is a medical technology company that develops and commercializes continuous glucose monitoring (CGM) systems for individuals with diabetes. Its primary products, Eversense and Eversense XL, are unique implantable CGM systems that measure glucose levels for up to six months. This contrasts with traditional CGM systems that require frequent sensor replacements. The company generates revenue through the sale of these systems and recurring sensor replacements, serving healthcare providers and patients through a network of distributors and strategic partners.
Is SENS stock a good buy?
SENS stock presents a speculative investment opportunity. While the company's long-term implantable CGM technology offers a unique value proposition and the CGM market is experiencing growth, Senseonics currently operates at a loss (P/E of -5.16) and faces competition from larger, more established players. Potential investors should carefully consider the company's growth prospects, financial performance, and competitive landscape before making an investment decision. Successful execution of its growth strategy and securing favorable reimbursement coverage are crucial for driving long-term value.
What are the main risks for SENS?
Senseonics faces several key risks. The company operates in a highly competitive market dominated by established players like Abbott and Dexcom. Securing favorable reimbursement coverage for its Eversense and Eversense XL systems is crucial but challenging. Regulatory hurdles and potential product recalls also pose risks. Furthermore, the company's current negative profit margin and reliance on distributors for sales and marketing create additional vulnerabilities. Any of these factors could negatively impact the company's financial performance and stock price.
Is SENS a good stock to buy?
Whether SENS is a good investment depends on your financial goals, risk tolerance, and investment horizon. Key factors to evaluate include the company's revenue growth trajectory, profit margins, debt-to-equity ratio, competitive moat, and valuation multiples (P/E, P/S, EV/EBITDA) relative to industry peers. Our AI-generated Investment Thesis and SWOT analysis on this page provide a data-driven starting point. Always do your own research and consider consulting a financial advisor before making investment decisions.
What is the SENS MoonshotScore?
The MoonshotScore for SENS is an AI-powered rating from 0 to 100 that evaluates a stock across four dimensions: growth potential (revenue and earnings trajectory), financial health (balance sheet strength, cash flow), market momentum (price trends, volume patterns, institutional flows), and risk factors (volatility, debt levels, sector headwinds). Scores above 70 indicate strong potential, 50-70 moderate, and below 50 suggests caution. The score is recalculated daily using the latest financial data and market signals.
How often is SENS data updated?
SENS stock prices are updated in real-time during U.S. market hours (9:30 AM - 4:00 PM ET, Monday through Friday). After-hours and pre-market prices are also tracked. Company fundamentals (earnings, revenue, balance sheet) are refreshed when new quarterly or annual reports are filed. Analyst ratings, price targets, and AI-generated insights are updated daily. Breaking news related to SENS is aggregated continuously from premium financial news sources throughout the day.
What are the growth catalysts for SENS?
Growth catalysts for Senseonics Holdings, Inc. (SENS) can include several categories: product catalysts (new launches, FDA approvals, patent grants), financial catalysts (earnings beats, margin expansion, share buybacks), strategic catalysts (acquisitions, partnerships, market expansion into new regions), and macro catalysts (favorable regulation, industry tailwinds, secular growth trends). Our AI analyzes Senseonics Holdings, Inc.'s specific catalysts using earnings transcripts, SEC filings, and news sentiment to identify the most impactful near-term and long-term drivers.
Who are SENS's main competitors?
Senseonics Holdings, Inc. (SENS) competes with companies in its industry that target similar customers, markets, or product categories. Competitor analysis involves comparing key metrics: market share, revenue growth rates, profit margins, R&D spending, and valuation multiples. Understanding competitive positioning helps investors assess whether SENS has a sustainable competitive advantage (moat) through brand strength, network effects, cost leadership, or switching costs. Our Competitors section provides a side-by-side comparison with relevant peers.
What do analysts say about SENS?
Wall Street analyst coverage for SENS includes consensus ratings (buy, hold, or sell), 12-month price targets, and earnings estimates. Analyst opinions are aggregated from major investment banks and research firms. Key metrics to watch include the consensus price target (average, high, and low estimates), the number of analysts covering the stock, any recent rating changes (upgrades or downgrades), and how actual earnings compare to analyst estimates (beat or miss history). Our platform aggregates these from multiple data providers for a comprehensive view.
What is SENS's market cap?
Market capitalization (market cap) for SENS is calculated by multiplying the current share price by the total number of outstanding shares. It represents the market's total valuation of the company. Stocks are typically categorized as mega-cap ($200B+), large-cap ($10B-$200B), mid-cap ($2B-$10B), small-cap ($300M-$2B), or micro-cap (under $300M). Market cap influences index inclusion, institutional ownership eligibility, and risk profile. Our Key Statistics section shows SENS's current market cap alongside enterprise value and other valuation metrics.
How has SENS stock performed recently?
SENS's recent stock performance can be evaluated across multiple timeframes: daily price changes, week-over-week momentum, monthly trends, and year-to-date returns. Important performance indicators include the stock's 52-week high and low, moving averages (50-day and 200-day SMA), relative strength index (RSI), and volume trends. Comparing SENS's performance against its sector index and the S&P 500 provides context on whether it is outperforming or underperforming the broader market.
What are the risks of investing in SENS?
Key risk categories for SENS include: market risk (overall market downturns affecting stock prices), company-specific risk (management changes, product failures, competitive threats), financial risk (high debt levels, cash burn, dilution from stock issuance), regulatory risk (government policy changes, lawsuits, compliance issues), and macroeconomic risk (interest rate changes, inflation, currency fluctuations). Beta measures SENS's volatility relative to the market - a beta above 1.0 means higher volatility than the S&P 500. Our AI-generated risk assessment identifies the most relevant risk factors for this specific stock.
Are insiders buying or selling SENS?
Insider trading activity for SENS tracks purchases and sales by company executives, directors, and major shareholders (10%+ owners) as reported in SEC Form 4 filings. Insider buying is generally considered a bullish signal because insiders have the deepest knowledge of company operations, while selling may have various motivations (diversification, tax planning, pre-planned 10b5-1 trading plans). Key metrics include the buy-to-sell ratio, total dollar value of insider transactions, and whether multiple insiders are trading in the same direction. Our Insider Flow tab shows recent transactions with dates and dollar amounts.
Is SENS a good stock for beginners?
Senseonics Holdings, Inc. (SENS) can be suitable for beginner investors depending on several factors. Look at the MoonshotScore on this page for an overall AI-powered assessment of growth potential and risk. Beginners should also check the company's market cap (larger companies tend to be less volatile), gross margin (higher margins mean stronger business fundamentals), and cash position (healthy cash reduces bankruptcy risk). Always start with a small position size and never invest money you cannot afford to lose.
How risky is SENS for first-time investors?
Every stock carries risk, including Senseonics Holdings, Inc. (SENS). First-time investors should review the Risk Factors section on this page for company-specific risks. Key risk indicators include price volatility (check the chart for daily swings), insider selling activity (see Insider Flow tab), and cash runway (see MoonshotScore breakdown). A diversified portfolio with an index fund like the S&P 500 as a core holding is generally recommended before adding individual stocks like SENS.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Data provided for informational purposes only.
- Financial data is based on the most recently available information.
- Market analysis is based on current industry trends and projections.