Senseonics Holdings, Inc. (SENS)

Senseonics announced preliminary unaudited revenue of $8.1 million for Q3 2025 and disclosed a 1-for-20 reverse stock split. The company reported record Q3 2025 revenue of $8.1 million, surpassing forecasts, and noted significant milestones in new patient shipments and overall patient base, but disclosed substantial doubt about the company's ability to continue as a going concern. Analysts revised their price targets for Senseonics Holdings lower, attributing the reduction to updated sales estimates and increased perceived commercial risk. Senseonics achieved a significant commercialization milestone with the launch of its Eversense 365 continuous glucose monitor integrated with the twiist automated insulin delivery (AID) system. The company announced preliminary unaudited revenue of approximately $14.2 million for Q4 2025, representing its largest quarterly and annual revenue in company history and projected full-year 2026 global net revenue to be between $58 million and $62 million. SENS shares experienced a decline of 28.8% over the last six months (July 2025 - January 2026).

Demand is more closely tied to product development cycles, regulatory approvals, and strategic commercialization initiatives rather than inherent seasonal consumer fluctuations. Product launches and commercialization efforts can influence sales patterns.

Senseonics Holdings, Inc. is a medical technology company focused on developing and manufacturing continuous glucose monitoring (CGM) systems for individuals with diabetes. The company's primary business revolves around its implantable CGM systems, which measure glucose levels through an under-the-skin sensor, a removable and rechargeable smart transmitter, and a mobile application for real-time monitoring and management. Its major product offerings include the Eversense, Eversense XL, Eversense E3, and Eversense 365 systems. The company is also developing a self-powered, battery-enabled Gemini sensor.

Senseonics Holdings, Inc. has a global presence, developing and manufacturing its CGM systems for people with diabetes in the United States and internationally. A significant portion of the company's revenue is generated outside of the United States. The company distributes its products through a direct sales organization in the U.S. and a network of third-party distributors and partners in EMEA countries. The company's headquarters are located in Germantown, Maryland, United States.

Senseonics has actively worked to enhance its brand awareness and market competitiveness for its Eversense 365 system through an innovative hybrid direct-to-consumer and provider commercial strategy, contributing to record new patient shipments and an expanding patient base. Senseonics management has expressed frustration regarding low product awareness and sales, acknowledging that the partnership with Ascensia was not performing as initially envisioned, leading to Senseonics taking over the commercialization and distribution of Eversense. The recent integration of Eversense 365 with the twiist automated insulin delivery system is seen as a positive development.

Senseonics Holdings, Inc. has a mix of institutional and individual owners. Major institutional shareholders include Hood River Capital Management LLC, Group One Trading, L.p., Simplex Trading, Llc, Beck Mack & Oliver Llc, Tudor Investment Corp Et Al, Stonebridge Capital Advisors LLC, Cahill Financial Advisors Inc, Moloney Securities Asset Management, LLC, Vanguard Group Inc, Blackrock Inc, Geode Capital Management LLC, Charles Schwab Investment Management, Inc., State Street Corp., and Masters Capital Management, L.L.C. Notable individual insider owners include Peter J. Barris, M. James Barrett, Roche Finance Ltd, New Enterprise Associates 10 L P, Douglas A. Roeder, and Delphi Management Partners VIII LLC. Peter J. Barris is reported as the largest individual shareholder, owning 48.86 million shares.