“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 ↗
Senseonics Holdings, Inc.
SENS
Market read
Senseonics Holdings, Inc.'s current read is isolated; its market group is not confirming.
No new filing conclusion is available. 0 of 33 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 6 directly disclosed connections are confirming.
- 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.
Research brief
The story so far
No new filing conclusion is available. 0 of 33 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 6 directly disclosed connections are confirming.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
- SENS's market-adjusted activity becomes unusual and at least one connected name confirms.
Company research
Understand the business, not just the ticker
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
- 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.
- Diluted shares increased 32.5% in the latest annual period.
- EV/sales is 238% above the available filing-peer median; determine whether growth and quality justify the difference.
Price as of Sep 10, 2026
8.82Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
Persistent and emerging business drivers
“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 ↗
“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 ↗
“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 10.4× · EV/sales 10.3×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 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 Industrial Financials. 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.