Senseonics Holdings Inc. (SENS)
NASDAQ:SENS
Want to see SENS full AI Analyst Report?
Earnings Data
Report Date
Aug 06, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-0.61Last Year’s EPS
-0.4Same Quarter Last Year
Moderate Buy
Based on 7 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call highlighted strong commercial momentum and validating financial results: Q1 revenue of $11.7M (up 85% YoY), a 58% gross margin, rapid DTC growth (~100% YoY) and successful U.S. commercial integration. Management raised 2026 revenue guidance to $60M–$64M (70%–82% growth) and advanced pipeline milestones (Gemini and Freedom) while adding substantial growth capital ($92M equity + expanded $140M credit facility with a $20M draw). Offsetting these positives are materially higher operating expenses and an expanded net loss driven by in‑house commercialization, significant planned cash burn ($110M–$120M for 2026), increased debt, and remaining execution risk in the European transition and competitive landscape. On balance, the highlights from stronger-than-expected top-line performance, margin expansion and financing to fund growth outweigh the near-term cost and cash challenges, but execution through the rest of 2026 will be key.Company Guidance
Strong Q1 Revenue and Year-over-Year Growth
Net revenue of $11.7 million in Q1 2026, an 85% increase versus $6.3 million in Q1 2025; U.S. revenue $9.3 million and international $2.4 million.
Improved Gross Margin and Profitability Trajectory
Reported gross margin of 58% in Q1 2026 (approximately 54% excluding a one-time $0.5M COGS benefit); gross profit of $6.9 million, up $5.4 million year-over-year; full-year 2026 gross margin guidance raised to 55%–58%.
Raised Full-Year Revenue Guidance
Updated 2026 global net revenue guidance increased to $60M–$64M from $58M–$62M, representing projected year-over-year growth of 70%–82%.
Direct Commercial Integration Driving Execution
Completed integration of the U.S. commercial organization (transition from Ascensia effective Jan 1); company attributes strong Q1 performance and margin expansion to in‑house commercial control and alignment.
Direct-to-Consumer Channel Acceleration
DTC new patient shipments grew nearly 100% in Q1 versus Q1 2025 and accounted for roughly 60% of all new patient shipments in the quarter; company maintaining ~ $13M DTC spend for 2026 to scale awareness with improved cost per lead and conversion.
Eon Care Scale and Insertion Capacity
Eon Care now has over 70 nurses, performs more than one‑third of all Eversense insertions, established presence in 34 states, and targets 100 nurses by year-end—reducing geographic access barriers and creating a scalable service infrastructure.
Product Pipeline and Clinical Progress
Gemini on schedule for first-half 2027 (1‑year sensor with battery); Freedom planned to begin first in‑human trial in second half of 2026 (1‑year sensor with built-in Bluetooth); ongoing app enhancements with planned AI features later in 2026.
Strengthened Balance Sheet and Capital Raises
Expanded Hercules credit facility from $100M to $140M and drew an additional $20M (total debt outstanding $55M after draw); closed a public offering raising $92M gross proceeds; cash, restricted cash and equivalents of $64.6M as of March 31, 2026.
Commercial Partnerships and Clinical Data Momentum
Launched first automated insulin delivery (AID) partnership with Sequel Med Tech's twiist pump integrating with Eversense 365, with encouraging early uptake and positive ATTD data; additional real-world Eversense 365 data to be presented at ADA.
Retention and Reorder Trends
Patient reorders tracking above plan in Q1; historical retention cited as ~75% first‑to‑second sensor, ~85% second‑to‑third, with third‑sensor retention in the 90s—early Q1 signals stronger-than-modeled retention for the 1‑year sensor.
SENS Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
SENS Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 07, 2026 | $5.36 | $5.03 | -6.16% |
Mar 02, 2026 | $8.33 | $6.83 | -18.07% |
Nov 05, 2025 | $6.73 | $6.22 | -7.58% |
Aug 06, 2025 | $9.73 | $9.26 | -4.87% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Senseonics Holdings Inc. (SENS) report earnings?
Senseonics Holdings Inc. (SENS) is schdueled to report earning on Aug 06, 2026, After Close (Confirmed).
What is Senseonics Holdings Inc. (SENS) earnings time?
Senseonics Holdings Inc. (SENS) earnings time is at Aug 06, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is SENS EPS forecast?
SENS EPS forecast for the fiscal quarter 2026 (Q2) is -0.61.