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Senseonics Holdings Inc (SENS)
NASDAQ:SENS
Earnings Data
Report Date
May 07, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.67Last Year’s EPS
-0.4Same Quarter Last Year
Moderate Buy
Based on 6 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call communicates strong commercial momentum and significant operational progress: robust revenue growth (full-year +~57% to $35.3M), doubling of the U.S. patient base, major margin expansion to >50%, CE marking and a strategic pump integration, and an aggressive 2026 revenue guide (+65% to +76%). These positives are tempered by deliberate, large near-term investments—notably a planned $150M–$160M operating cost base in 2026, $110M–$120M projected cash burn, higher SG&A and transitional commission costs—which will keep the company unprofitable near term and create execution and timing risks (especially in Europe and due to seasonality). Overall, the call framed 2025 as a transformation year with an operational playbook in place to scale in 2026; upside exists if patient retention, DTC efficiency and additional pump partnerships accelerate adoption, while the main risks are the heavy short-term cash and expense commitments required to capture that growth.Company Guidance
Strong Revenue Growth
Full-year 2025 revenue of $35.3M versus $22.5M in 2024 (approx. +57% year-over-year); Q4 2025 net revenue grew 72% to $14.3M (Q4 2024: $8.3M). U.S. revenue grew to $27.9M in 2025 (from $15.3M prior year, ~+82%).
Significant Patient and Prescriber Growth
U.S. patient base more than doubled year-over-year; new patient starts grew 103% in 2025. Number of providers actively prescribing Eversense grew >80% year-over-year.
Material Margin Improvement
Gross margins improved from ~25% (prior period) to greater than 50% by year-end 2025; company expects full-year 2026 gross profit margin to be >50% (sequentially improving through the year).
Successful Commercial Transition and Sales Integration
Company transitioned commercialization from Ascensia back to Senseonics, bringing nearly 100% of U.S. commercial employees in-house and recognizing operational efficiencies and simplified revenue recognition; management described the U.S. sales handover as essentially seamless.
Regulatory Approvals and Strategic Partnerships
CE marking received for Eversense 365 (January 2026) enabling launches in Germany, Italy, Spain and Sweden; integration with Sequel’s twiist automated insulin delivery system launched (Feb 19) enabling 1-year CGM pairing with an insulin pump—expected to drive additional Type 1 patient adoption.
Ambitious 2026 Revenue Guidance
2026 global net revenue guidance of $58M to $62M, representing projected year-over-year growth of 65% to 76% as commercialization transition completes and European launch scales.
Improved Financial Position and Access to Capital
As of Dec 31, 2025 cash, restricted cash and equivalents totaled $94.3M; expanded debt facility with Hercules Capital up to $100M with access to an additional $65M of non-dilutive capital to support increased operating expenditures.
Pipeline Progress
Gemini pivotal expected to complete before year-end 2026 with launch planned in 2027; Freedom planned for 2028—both represent continued product advancement (Gemini adds 1-year battery and flash mode; Freedom adds direct wireless sensor-to-phone communication).
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 |
|---|---|---|---|
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% |
May 08, 2025 | $14.74 | $12.50 | -15.17% |
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 May 07, 2026, After Close (Confirmed).
What is Senseonics Holdings Inc (SENS) earnings time?
Senseonics Holdings Inc (SENS) earnings time is at May 07, 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 (Q1) is -0.67.