SENS
Senseonics Holdings, Inc.

Senseonics Holdings, Inc.SENS

Healthcare · Medical Devices
8.59USD
+7.51%
Nov 08, 2026
SENS overview ready
Implantable Long-Duration Continuous Glucose Monitoring Devices
Senseonics is a direct, differentiated CGM-device participant focused on implantable, long-duration glucose sensing rather than the disposable transcutaneous sensors that dominate the category.
Theme not measured
Medical Devices has no leadership state this session.
Constructive pullback in an uptrend
Longer-term context reads damaged structure, with a near-term setup of constructive pullback.
The setup is constructive, but the underlying structure is still poor.
Demanding valuation
The price embeds expectations that run ahead of the growth it delivers per turn of revenue multiple.
Unremarkable fundamentals
Primary risk
Regulatory approval and reimbursement challenges.
Market Nov 6Filing Jun 30Price action Nov 7Research Oct 16

Conviction Level

Theme Momentum has no canonical measurement for this company — a research-profile dimension, not an input to this score.

PriceAction6.0BusinessPerformance5.0BusinessQuality—Valuation2.6ThemeMomentum—Mixed — Revenue growth has accelerated across 3 consecutive quarters, rising from +72% to +118% year over year. The company is still loss-making: the diluted loss per share widened to -$0.63 from -$0.36 a year earlier. — From filed financial statements. Describes the recent trajectory of the business, not the stock. 20 of the 100 Conviction points.

Conviction uses Price Action, Business Performance, Business Quality, Valuation. Theme Momentum is research context, not an input.

Theme momentumPrimary theme · group context, not entry timing
Medical Devices — Medical Devices has only one or two priced members — no leadership state
Price
Loading price history…

Price Action

Constructive pullback in an uptrend
Longer-term context reads damaged structure, with a near-term setup of constructive pullback.
The setup is constructive, but the underlying structure is still poor.
EntryReset + recovery

The stock is still rebuilding below its long-term weekly base, and the recent reset toward the daily SMA200 aligned with support at the weekly EMA21. Daily structure is recovering above the fast averages, improving the current entry location.

Key Financials

Market Cap
$454.2M
Avg Volume (60D)
676.7K
60 sessions
Revenue Growth YoY
+56.9%
FY2025 vs FY2024
Gross Margin
+54.9%
Trailing twelve months
Operating Margin
-223.2%
Trailing twelve months
Free Cash Flow Yield
-13.0%
Distance from 200DMA
+18.7%
Next Earnings
2026-11-09
P/E
N/M
EV / Sales
7.6x
Market metrics as of Nov 6, 2026
Financial results for the period ended Jun 30, 2026
Filed balance-sheet data as of Jun 30, 2026

Business Performance

Mixed

Revenue growth has accelerated across 3 consecutive quarters, rising from +72% to +118% year over year. The company is still loss-making: the diluted loss per share widened to -$0.63 from -$0.36 a year earlier.

Latest reported: Q2 FY2026, ended Jun 30
Revenue growthAccelerating
+118%
$14.5M in Q2 FY2026 · YoY
YoY growth, last 4 quarters
  1. +90%
  2. +72%
  3. +87%
  4. +118%
Earnings growthLoss widening
-$0.63
Diluted EPS -$0.63 vs -$0.36 a year earlier · GAAP
Too few comparable EPS quarters: a loss or a turn to profit has no meaningful percentage.
Operating marginContracting
-248.5%
-33.1 pp YoY · gross margin 59.1% (+12.2 pp)
The share count is rising

Business Quality

Not assessed

Not assessed yet — the business is too early-stage for its economics to show in filings.

Fundamentals & Valuation

Two of the three valuation perspectives say expensive; own history is the dissenting view.
Senseonics Holdings, Inc. has an Expensive valuation stance because the price embeds expectations that run ahead of the growth it delivers per turn of revenue multiple.

Company Research

Thesis
Senseonics is a direct, differentiated CGM-device participant focused on implantable, long-duration glucose sensing rather than the disposable transcutaneous sensors that dominate the category. SENS has a genuine, direct fit with the diabetes-technology portion of Metabolic Disease Treatment Expansion.
Opportunity
Moderate opportunity
Broader adoption of continuous glucose monitoring across diabetes care, supported by clinical guideline integration, payer access, connected insulin-delivery ecosystems, and product innovation that improves wear duration and patient convenience.
Key risk
Regulatory approval and reimbursement challenges.

Economic classification

Loading the economic classification…

Business & Markets

Healthcare · Medical Devices
What they do

Senseonics Holdings develops and manufactures implantable continuous glucose monitoring systems for diabetes management, operating primarily in the US and international markets.

How it earns

The company generates revenue through sales of its implantable CGM devices and related components.

Products & services
Eversense
Eversense XL
Eversense E3
Eversense 365
Customers & end markets
Healthcare providers
Patients with diabetes
Market position

Niche participant focused on implantable, long-duration CGM devices distinct from dominant disposable sensor competitors.

Demand drivers
Low cyclicality

Demand is driven by chronic disease management needs rather than economic cycles.