Focus on continued commercial execution as the company scales Eversense 365 adoption. The raised guidance and strong cash position support near-term growth, but monitor path to profitability given expanded SG&A costs.
Price Chart
Executive Summary
Senseonics reported Q1 2026 revenue of $11.7M (beat $9.8M consensus by 19.5%, up 87% YoY) with gross margin expanding to 59%. EPS of -$0.71 was in line with -$0.70 consensus. Full-year revenue guidance was raised to $60-64M (from $58-62M), and the company raised $92M in equity to fund its commercial expansion.
Key Financial Metrics
Key Facts
- Q1 revenue $11.7M vs $6.3M YoY (+87%), beating $9.8M consensus
- Q1 EPS -$0.71 (in line with -$0.70 consensus)
- Gross margin 59%, up from 24% YoY, with $0.5M one-time benefit from European launch
- Net loss $32.3M (-$0.71/shr) vs $14.3M (-$0.40/shr) YoY due to increased SG&A from commercial transition
- Full-year 2026 revenue guidance raised to $60-64M from $58-62M, implying 70-82% YoY growth
- Raised $92M in equity and expanded Hercules debt facility to strengthen balance sheet
Financial Impact
Revenue beat of $1.9M (19.5%) on consensus, gross margin improvement of 35pp YoY, and raised guidance by ~$2M at midpoint
Risk Factors
- Heavy spending on commercial integration may delay profitability
- Dependence on insurer coverage and direct-to-consumer marketing effectiveness
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3290506 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 26, 2026 today | Press Release | — | awaiting T+60 | — | — |
Jun 6, 2026 20w ago | Press Release | $7.13 $9.94 | ▲ +39.41% | ▲ +35.90% | $7.48 (+4.91%) |
May 7, 2026 24w ago | Press Release | $5.03 $5.40 | ▲ +7.36% | ▲ +2.52% | $7.48 (+48.71%) |
May 1, 2026 25w ago | 424B5 | $5.01 $4.87 | ▲ +2.79% | ▲ +4.65% | $7.48 (−49.30%) |
May 1, 2026 25w ago | Press Release | $5.10 $4.91 | ▼ −3.73% | ▼ −6.79% | $7.48 (+46.67%) |
Apr 30, 2026 25w ago | Press Release | $5.10 $4.91 | ▲ +3.73% | ▲ +6.79% | $7.48 (−46.67%) |
Apr 30, 2026 25w ago | 424B5 | $5.10 $4.91 | ▲ +3.73% | ▲ +6.79% | $7.48 (−46.67%) |
Mar 13, 2026 32w ago | Insider Cluster | $5.64 $7.13 | ▲ +26.42% | ▲ +14.80% | $7.48 (+32.62%) |
Mar 2, 2026 33w ago | Press Release | $6.83 $6.32 | ▼ −7.40% | ▼ −17.72% | $7.48 (+9.60%) |
US Market Status
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