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SESENS

Senseonics Holdings, Inc.

$SENS·$418M·Medical - Devices·Healthcare
$9.87-1.4%YTD+84.3%1Y+8.7%
Price updated 7m ago·X counts updated 17h ago
SESENS
$SENSSenseonics Holdings, Inc.
$9.87-1.35%68 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $SENS on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

68X posts · last 7 days
Sep 10Sep 27
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $SENS's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $SENS — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Hinges on a big eventAcceleratingAI verdict · as of 2026-09-27

The move is getting stronger, with heavier trading behind it.

Implantable CGM Senseonics up 84% YTD — Beta Bionics Eversense 365 + iLet pump integration is the setup.

Senseonics is the implantable continuous-glucose-monitoring niche play: mkt cap $418M, shares $10, YTD +84%, T12m +9%, sitting 77% up the 52-week range.

  • Q2 2026 revenue $14.5M was +118% year-over-year with 59% gross margin — the Eversense 365 launch is showing up.
  • The catalyst chain: (1) September 14 Senseonics announced a strategic partnership with Beta Bionics to integrate Eversense 365 with the iLet Bionic Pancreas; (2) September 22 Beta Bionics announced the agreement covers iLet + mint (their next-gen pump) integration.
  • Fundamentals reflect the pre-scale phase: PE -3.1, PS 6.0, ROE -166%, ROIC -71%, debt/equity 0.68, gross margin 55% — operating margin -223% because R&D+SG&A dwarfs the small revenue base.
  • Analysts model FY26E revenue $64M rising to $270M in 2030 with EPS -$2.28 climbing to -$0.22 — long path to profitability.
  • BlackRock made a new investment in September (per DefenseWorld) — first meaningful institutional signal.
  • Recent surprises are misses: -3%, -4%, -7%, -30% — the pace of revenue delivery lags optimistic estimates.

No structured X-social sample this window.

What to watch: November 4 Q3 print — Eversense 365 attach-rate cadence, Beta Bionics integration timeline.

On the calendar: 2026-11-04 Q3 2026 earnings (EPS estimate -$0.52)

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Read the AI verdict on $SENS

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Medtech company with the Eversense implantable continuous glucose monitor offering 180-day wear for diabetes management.

Industry overviewAI analysisGenerated by AI from underlying data

Where Medical - Devices sits in its cycle right now — and what that implies for $SENS.

Medical - Devices · Healthcare

Aging population demographics and AI-assisted device adoption (smart implants, continuous glucose monitors, digital health integration) are the long-cycle structural drivers. Reimbursement timing for new modalities (CMS coverage decisions) and procedure volume recovery from COVID-era deferred care shape the 2026 revenue trajectory.

What this means for $SENS

Direct beneficiary — Medtech company with the Eversense implantable continuous glucose monitor offering 180-day wear for diabetes management.

Industry benchmark

17-name peer basket
+15.0%YTD
+31.6%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-3.1How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-71.2%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-223%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-44.0%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
6.0Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-166%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
54.9%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.7Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 6, 2026$-0.63$-0.61-2.8%
Q1 2026May 7, 2026$-0.71$-0.69-3.6%
Q4 2025Mar 2, 2026$-0.46$-0.43-7.0%
Q3 2025Nov 5, 2025$-0.43$-0.33-30.3%
Next earningsWed, Nov 4·consensus EPS $-0.52

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$14.5M+117.8%59.1%-248%$-0.63$-62.5M
Q1 FY26$11.7M+87.2%59.3%-272%$-0.71$-32.1M
Q4 FY25$14.3M+71.8%53.8%-147%$-0.50$-18.4M
Q3 FY25$8.1M+89.9%42.8%-242%$-0.43$-16.0M

Forward consensus

5-year forecast · up to 6 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$64.2M$62.8M – $64.8M-$2.28-$2.51 – -$2.076
FY27$100.0M$95.7M – $103.7M-$1.93-$2.13 – -$1.816
FY28$137.5M$136.5M – $138.6M-$1.46-$1.94 – -$1.075
FY29$199.2M$187.6M – $220.1M-$0.89-$1.02 – -$0.832
FY30$269.7M$254.0M – $298.1M-$0.22-$0.25 – -$0.212

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.8×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.77%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+27.4%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+45.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

BuyAug 19Douglas A RoederDirector14.0K sh$125KBuyMay 12Douglas A RoederDirector22.7K sh$126K
+ 31 other (20 awards · 11 inkinds) in window

See when $SENS insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KCharter amendmentMay 208-K — Item 5.03: Charter amendment · Item 5.07: Shareholder vote
8-KMaterial agreementMay 48-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
424B5Prospectus supplement (offering)May 1424B5
8-KMaterial agreementMay 18-K — Item 1.01: Material agreement · Item 2.02: Earnings release · Item 7.01: Press release / Reg FD · Item 8.01: Other event
424B5Prospectus supplement (offering)Apr 30424B5
+ 13 other (3 proxys · 2 13Gs · 2 10-Qs · 2 earnings 8-Ks) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Beta Bionics Announces Agreement Integrate the iLet® Bionic Pancreas and mint™ with Senseonics' Eversense® 365globenewswire.com·6d agoSenseonics Announces Strategic Partnership with Beta Bionics to Integrate Eversense® 365 with the iLet® Bionic Pancreasglobenewswire.com·14d agoSenseonics To Participate in Upcoming Institutional Investor Conferencesglobenewswire.com·18d agoBlackRock Inc. Makes New Investment in Senseonics Holdings, Inc. Common Stock $SENSdefenseworld.net·25d agoSenseonics Holdings, Inc. Common Stock Q2 Earnings Call Highlightsmarketbeat.com·52d ago

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Voices on X · last 7 days

No standout posts about $SENS on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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