AU · rank #7 · 2026-10-21
SENS
NASDAQ · $435M (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 2.284 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | -$0.01 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 5 |
| Insider signal (90d) $125,300 across 1 unique buyers. | 1.454 |
| Analyst upside Consensus target $13.67 | +70.5% |
| Momentum acceleration 3-month minus 12-month momentum. | +48.43% |
| 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 and CE Mark-approved one-year implantable continuous glucose monitoring (CGM) system for diabetes.
Rationale
The 70.5% analyst upside signal is reinforced by strong operational momentum, including 120% YoY Q2 revenue growth, raised full-year 2026 revenue guidance of $62M–$66M, and expanding automated insulin delivery (AID) partner clearances with Beta Bionics and Sequel Med Tech [1].
Material risks
- 1Commercial execution friction during the active transition to in-house U.S. and European sales operations, moving away from historic reliance on Ascensia (which represented 53% of 2025 revenue) [1].
- 2Continued steep net losses ($36.7M in Q2 2026) driving persistent cash burn that risks future shareholder dilution despite $143.0M in current cash and equivalents [1].
AI verdict council
Each pick is reviewed independently by 3 models before any order. 2 of 3 voted to proceed.