AU · rank #5 · 2026-10-20
SENS
NASDAQ · $435M (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 2.456 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | -$0.01 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 5 |
| Insider signal (90d) $125,300 across 1 unique buyers. | 1.465 |
| Analyst upside Consensus target $13.67 | +70.5% |
| Momentum acceleration 3-month minus 12-month momentum. | +48.69% |
| 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 Eversense 365, the only FDA-cleared and CE Mark-approved one-year implantable continuous glucose monitoring (CGM) system.
Rationale
The 70.5% analyst upside signal is supported by accelerating fundamental momentum, including 120% YoY Q2 revenue growth, raised FY2026 guidance ($62M–$66M), and expanding automated insulin-delivery ecosystem integrations [1].
Material risks
- 1Clinical workflow friction requiring sensor insertion/removal by healthcare providers limits adoption speed relative to low-friction wearable CGMs from dominant incumbents Dexcom and Abbott [1].
- 2Persistent net losses ($36.7M in Q2 2026) threaten ongoing cash burn and future equity dilution despite a June cash balance of $143.0M [1].
AI verdict council
Each pick is reviewed independently by 3 models before any order. 1 of 3 voted to proceed.