Feed / SENS

Senseonics Holdings, Inc.

SENS

Healthcare · 10.19 +1.3% today

Isolated · not yet confirmedMarket checked 30 Sept, 15:55 GMT-4

Market read

No connected market move is active around Senseonics Holdings, Inc..

No new filing conclusion is available. 0 of 0 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 6 directly disclosed connections are confirming.

Company+1.3% todayVolume comparison unavailable
Market groupNo active group readNo durable group available
Disclosed network0 of 6 confirmingNo filing-linked name is confirming now
What would change this read
  • SENS's market-adjusted activity becomes unusual and at least one connected name confirms.

Invalidation: The isolated read changes if SENS's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Healthcare · Medical Devices

No new filing conclusion is available. 0 of 0 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 6 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • SENS's market-adjusted activity becomes unusual and at least one connected name confirms.

Company research

Understand the business, not just the ticker

As of Oct 1, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations333
Usable filing statements58
Verified relationships6
Evidence supporting the case
  • Latest annual revenue changed +56.9% year over year.
  • Operating margin changed +139.2 percentage points in the latest annual period.
  • Net margin changed +153.8 percentage points in the latest annual period.
Evidence challenging the case
  • Diluted shares increased 32.5% in the latest annual period.
Questions before a position
  • EV/sales is 290% above the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context

Price as of Sep 30, 2026

10.19
6m+59.9%12m+2173.4%24m—
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-12-31$1.4M+1.9%$-0.72—
2022-12-31$16.4M+1075.7%$-0.11+46.4%
2023-12-31$22.4M+36.6%$-0.11-8.1%
2024-12-31$22.5M+0.4%$-2.50—
2025-12-31$35.3M+56.9%$-1.66+32.5%

What management says matters

Persistent and emerging business drivers

Legal and regulatory exposuremixed · 4 filings
“The closings of these transactions (the “European Closings”) are subject to customary conditions, including regulatory clearances, consents or non-objection with respect to the transfer of tender contracts and the completion of certain required labor and empl…”
10-Q · May 7, 2026 ↗
Credit and interest ratesmixed · 3 filings
“The change was primarily due to a $0.2 million decrease in interest expense offset by a $0.1 million increase in interest income.”
10-Q · May 7, 2026 ↗
Restructuring and cost reductionsmixed · 3 filings
“In addition, we incurred $ 0.6 million in cost of sales for the year ended December 31, 2024 due to impairment losses on prepayments to suppliers as the result of the transition from Eversense E3 to Eversense 365.”
10-K · Mar 2, 2026 ↗
Demand and volumepositive · 2 filings
“This increase was primarily driven by sales growth in the US largely due to growth in the consignment program and 365-day product demand.”
10-Q · May 7, 2026 ↗

Valuation discipline

Descriptive valuation snapshot

Price/sales 12.1× · EV/sales 11.9×. Comparisons use only industry-matched filing peers.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

10.19+1.3% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 30 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for SENS. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for SENS. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind SENS

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

ABTAbbott LaboratoriespartnerNov 5, 2025 ▾

“The Company also entered into a securities purchase agreement with Abbott Laboratories (“Abbott”) pursuant to which the Company agreed to issue and sell 2,026,963 shares of its common stock substantially concurrently with the Public Offering, at the Public Of…”

ABTAbbott LaboratoriescompetitorMar 2, 2026 ▾

“We compete with well-capitalized companies, some of which are publicly traded, that manufacture CGM systems including Dexcom, Medtronic and Abbott.”

DXCMDexCom, Inc.competitorMar 2, 2026 ▾

“We compete with well-capitalized companies, some of which are publicly traded, that manufacture CGM systems including Dexcom, Medtronic and Abbott.”

Filing peers

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 3 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

SENS is currently a Follower in the organic co-movement group Unknown Theme. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.

This group is retained as the last observed read for SENS; it is not active in the latest market snapshot.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.