AU · rank #2 · 2026-10-23
SENS
NASDAQ · $391M (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 3.033 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | -$0.01 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 5 |
| Insider signal (90d) $125,300 across 1 unique buyers. | 3.000 |
| Analyst upside Consensus target $13.67 | +84.7% |
| Momentum acceleration 3-month minus 12-month momentum. | +39.20% |
| Analyst rating 5 = Strong Buy, 1 = Strong Sell. | 3.88 |
| Gross margin TTM | +54.9% |
| 52w high | $10.64 |
| Market cap (USD) | $391M |
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 is a medical device company that develops and commercializes long-duration implantable continuous glucose monitoring (CGM) systems, centered on its 365-day Eversense 365 platform.
Rationale
The 84.7% analyst upside signal is supported by strong operational momentum, including 120% YoY Q2 2026 revenue growth, raised FY2026 revenue guidance to $62–66M, and expanding gross margins.
Material risks
- 1Heavy market dominance by non-implantable CGM providers Dexcom and Abbott, combined with non-exclusive integration on Beta Bionics' iLet platform, could restrict adoption and pricing power.
- 2Significant quarterly operating losses ($36.0M in Q2 2026) and debt service obligations create ongoing capital needs and shareholder dilution risk.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 2 of 3 voted to proceed.