AU · rank #6 · 2026-10-19
SENS
NASDAQ · $435M (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 2.262 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | -$0.01 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 5 |
| Insider signal (90d) $125,300 across 1 unique buyers. | 1.485 |
| Analyst upside Consensus target $13.67 | +75.9% |
| Momentum acceleration 3-month minus 12-month momentum. | +40.85% |
| Analyst rating 5 = Strong Buy, 1 = Strong Sell. | 3.88 |
| Gross margin TTM | +54.9% |
| 52w high | $10.64 |
| Market cap (USD) | $435M |
The AI research card
Independent qualitative review of each pick before the order is placed. On the rare day the research service is unavailable, the paper book trades on the quant ranking alone and no card appears here.
Summary
Senseonics Holdings develops and commercializes Eversense 365, the only FDA-cleared implantable continuous glucose monitoring system offering up to one year of continuous sensing.
Rationale
The model's 75.9% analyst upside signal and 85.7% revision agreement are supported by strong fundamental execution, including Q2 2026 revenue surging 120% YoY, raised full-year revenue guidance to $62M–$66M, and expanding AID ecosystem partner clearances.
Material risks
- 1Deep ongoing operating losses ($36.7M net loss in Q2 2026) and substantial cash burn threaten equity dilution and liquidity despite recent financing rounds.
- 2Dominant wearable CGM competitors Dexcom and Abbott retain vastly larger installed bases, established physician preference, and lower-friction application workflows.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 1 of 3 voted to proceed.