Start here if you're new
what it is
Senseonics makes implantable glucose monitors that send your blood sugar data to your phone every 5 minutes.
how it gets paid
Last year Senseonics made $35M in revenue.
why it's growing
Revenue grew 56.9% last year. Quarterly revenue grew 159% vs. prior year to $21M.
what just happened
Revenue hit $21M in the latest quarter, but EPS fell to -$1.19 and reminded you growth is still buying time, not profits.
At a glance
B balance sheet — gets the job done, barely
15/100 earnings predictability — expect surprises
165.6% return on capital — a money-printing machine
-$2.40 fy2024 eps est
$2B fy2026 rev est
xvary composite: 33/100 — weak
What they do
Senseonics makes implantable glucose monitors that send your blood sugar data to your phone every 5 minutes.
Most glucose monitors sit on your skin for days. Senseonics puts a sensor under your skin for months, so you swap fewer devices and think about diabetes less. That difference matters because Eversense 365 and E3 send readings every 5 minutes, and fewer interruptions can make your routine stickier.
How they make money
$35M
annual revenue · their business grew +56.9% last year
total revenue
$35M
+56.9%
The products that matter
implantable CGM system
Eversense 365
$35M · +56.9% growth
It generated the entire $35M revenue base in 2025 after growing 56.9% from the prior year. If adoption slows, there is nowhere else for growth to hide.
only product
Key numbers
-193.8%
operating margin
Operating margin → money left after running the business → so what: Senseonics is still burning cash hard, even with revenue growth.
$35M
annual revenue
This is the full sales base from EDGAR. For a $236M company, that is enough to matter but still tiny.
+56.9%
revenue growth
Sales growth → how much faster revenue got bigger → so what: the top line is moving, which is the only reason this story still gets oxygen.
$41M
long-term debt
Debt → money owed over years → so what: debt is larger than one full year of sales, which leaves less room for mistakes.
Financial health
B
strength
- balance sheet grade B — adequate — nothing special
- risk rank 4 — safer than 20% of stocks
- price stability 5 / 100
- long-term debt $41M (15% of capital)
B — functional but not a standout on the balance sheet.
Total return vs. market
Return history isn't available for SENS right now.
source: institutional data · return history unavailable
What just happened
missed estimates
Revenue hit $21M in the latest quarter, but EPS fell to -$1.19 and reminded you growth is still buying time, not profits.
Quarterly revenue grew 159% vs. prior year to $21M, according to EDGAR. Gross margin was 38.5%, but the bottom line stayed ugly, with EPS at -$1.19.
$21M
revenue
$1.19
eps
38.5%
gross margin
the number that mattered
$21M mattered because on a $35M annual revenue base, one quarter just carried 60% of a full year.
source: company earnings report, latest quarter
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What could go wrong
the #1 risk here is the direct sales handoff from Ascensia to Senseonics.
med
Direct sales transition slips
Senseonics took commercial activities back in-house in 2025. That removes a middle layer and can help margins, but it also means the company now owns the entire selling motion on a $35M revenue base.
Impact: if the handoff stumbles, the $58–$62M 2026 target starts looking optimistic fast.
med
One product concentration
Eversense 365 is the whole revenue line. There is no second segment, no service annuity, and no diversified device portfolio to smooth out a weak quarter.
Impact: 100% of current revenue depends on one product continuing to gain adoption.
med
Internal control credibility stays under pressure
A regulatory filing flagged the risk of not detecting a material misstatement. For a small-cap company asking investors to underwrite a sharp revenue ramp, credibility in the numbers matters more than usual.
Impact: even if demand improves, trust discounts can keep the stock from getting full credit.
These risks sit on top of a $35M revenue base and a 38.5% gross margin. Missing either the revenue ramp to $58–$62M or the move toward ~50% margin would leave the investment case looking a lot thinner.
source: institutional data · regulatory filings · risk analysis
Pay attention to
metric
Quarterly pacing toward $58–$62M
This is the scoreboard. If quarterly revenue is not tracking toward the 2026 guide, the entire rerating case weakens.
trend
Gross margin moving off 38.5%
Management wants ~50% in 2026. You do not need perfection right away, but you do need a clear upward trend from here.
calendar
First full quarters under the new sales model
The direct sales transition happened in 2025. Each new quarter now gives you a cleaner read on whether the in-house model is helping or just adding friction.
risk
Any fresh control or filing issues
When a company is already asking you to trust a steep growth curve, another reporting credibility issue would matter immediately.
Analyst rankings
earnings predictability
15 / 100
In human-speak, analysts do not view these numbers as stable yet. Expect revisions and sharp reactions.
risk rank
4
Safer than only about 20% of stocks in this framework. That's not a bunker stock. That's a reminder that the setup is fragile.
source: institutional data
Institutional activity
institutional ownership data for SENS is being compiled.
source: institutional data
Price targets
3-5 year target range
n/a
n/a
$7
current price
n/a
target midpoint · n/a from current
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