Monitor the H2 2026 revenue conversion from the delayed U.S. corrections projects and whether Blickfeld's EBITDA profitability can be sustained. The cash burn rate is a concern given the $8.0M cash balance — watch for any capital raise or debt financing announcement.
Price Chart
Executive Summary
Senstar Technologies reported Q2 2026 revenue of $10.4M (+8% YoY) but net income fell to $0.4M from $1.2M a year ago, with operating margin compressing from 10.1% to 3.3%. Cash balance dropped sharply to $8.0M from $22.5M at year-end 2025, while the Blickfeld acquisition is generating EBITDA-positive results. The mixed picture of top-line growth versus earnings deterioration and cash burn suggests limited near-term catalyst for the stock.
Key Financial Metrics
Key Facts
- Revenue grew 8% YoY to $10.4M in Q2 2026
- Net income fell to $0.4M ($0.02/share) from $1.2M ($0.05/share) in Q2 2025
- Gross margin contracted to 64.2% from 66.1%
- Operating margin dropped to 3.3% from 10.1%
- Cash and short-term deposits fell to $8.0M from $22.5M at Dec 31, 2025
- Blickfeld achieved profitable EBITDA in Q2, a milestone for the acquisition
- EBITDA was $0.6M vs $1.1M in the year-ago quarter
- No debt on the balance sheet
Financial Impact
Revenue up $0.8M YoY but net income down $0.8M; cash burn of $14.5M in H1 2026
Risk Factors
- Cash burn of $14.5M in H1 2026 leaves limited runway without additional financing
- U.S. corrections vertical facing government shutdown-related project delays
- Operating expenses growing 18% YoY outpacing 8% revenue growth
- Integration and synergy realization risks from Blickfeld acquisition
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-prn-302859230 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 25, 2026 8w ago | 6-K | $1.74 | awaiting T+60 | — | $1.49 (−14.37%) |
Aug 25, 2026 8w ago | Press Release | $1.74 | awaiting T+60 | — | $1.49 (−14.37%) |
Jun 29, 2026 17w ago | 6-K | $1.92 $1.49 | ▼ −22.40% | ▼ −26.77% | $1.49 (−22.40%) |
Jun 5, 2026 20w ago | 6-K | $2.48 $1.76 | ▼ −29.03% | ▼ −33.03% | $1.49 (−39.92%) |
May 28, 2026 21w ago | 6-K | $2.63 $1.75 | ▲ +33.46% | ▲ +35.20% | $1.49 (+43.35%) |
Apr 24, 2026 26w ago | 6-K | $3.00 $1.70 | ▼ −43.33% | ▼ −48.41% | $1.49 (−50.33%) |
US Market Status
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