Senseonics Holdings, Inc.
SENS · Industrial Instruments For Measurement, Display, and Control · 41.8M shares · -36%/yr ↓ buyback · EDGAR filings ↗
Reference price $5.56 · est. market cap ~$232M — last insider purchase, 2026-05-12 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
D45Commercial-stage implantable-CGM maker (Eversense) with deep operating losses and going-concern doubt, but a well-stocked balance sheet as it takes commercialization in-house from Ascensia.
Strengths
- Strong liquidity: current ratio 4.8 and quick ratio 4.6 (88th pct), ~$94m cash
- Differentiated 365-day implantable CGM with FDA approval and EU CE Mark; growing patient demand
- Gross margin 44.7% positive and improving as volumes scale
Risks
- Going concern; net margin -196%, ROE -113% and operating margin -194% (14th pct)
- $1.0bn accumulated deficit and continued cash burn (~$69m net loss) against $94m cash
- Execution risk transitioning U.S./EU commercial operations back from Ascensia, plus reimbursement and competitive pressure
Notable findings
- Going concern● Due to our recurring losses and uncertainty regarding our ability to maintain liquidity sufficient to operate our business effectively, there is substantial doubt about our ability to continue as a
- Exec changeRecent 8-K item 5.02 8-K ↗
- Net lossNet loss (net margin -196.0%)
- Insider buyingInsider buying — 3 open-market buy(s) by 2 insider(s) (cluster of 2 insiders, ~$326,142, last 6mo) Form 4 ↗
- Buying back stockNet buyback — share count -36%/yr over 4y
- Revenue declineRevenue -17.9% YoY
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Gross margin
44.7%
Operating margin
-193.8%
Net margin
-196.0%
Return on equity
-113.2%
Return on assets
-54.7%
ROIC
-55.9%
Revenue growth (QoQ)
-17.9%
Debt / equity
0.6×
Current ratio
4.8×
EBITDA
-$67M
Tangible book value
$60M
Cash & investments
$94M
Stock comp / revenue
28.8%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-15 | Kaufman Francine | Tax withheld | 4.0K | $7.18 |
| 2026-06-15 | JAIN Mukul | Tax withheld | 16K | $7.18 |
| 2026-06-15 | Sullivan Frederick T. | Tax withheld | 5.4K | $7.18 |
| 2026-06-15 | Goodnow Timothy T | Tax withheld | 33K | $7.18 |
| 2026-06-15 | Horton Kenneth L | Tax withheld | 9.5K | $7.18 |
| 2026-06-15 | HANSEN BRIAN B | Tax withheld | 5.4K | $7.18 |
| 2026-05-20 | ROEDER DOUGLAS A | Grant | 9.9K | — |
| 2026-05-20 | Larkin Sharon | Grant | 9.9K | — |
| 2026-05-20 | Steven Edelman | Grant | 9.9K | — |
| 2026-05-20 | Prince Douglas S | Grant | 9.9K | — |
| 2026-05-20 | Fiorentino Edward | Grant | 9.9K | — |
| 2026-05-20 | DeFalco Stephen P | Grant | 9.9K | — |
| 2026-05-19 | Horton Kenneth L | Grant | 158K | — |
| 2026-05-19 | HANSEN BRIAN B | Grant | 90K | — |
| 2026-05-19 | Kaufman Francine | Grant | 63K | — |
| 2026-05-19 | Sullivan Frederick T. | Grant | 90K | — |
| 2026-05-19 | JAIN Mukul | Grant | 271K | — |
| 2026-05-19 | Goodnow Timothy T | Grant | 554K | — |
| 2026-05-15 | JAIN Mukul | Tax withheld | 14K | $5.82 |
| 2026-05-15 | Sullivan Frederick T. | Tax withheld | 9.0K | $5.82 |
| 2026-05-15 | Kaufman Francine | Tax withheld | 6.1K | $5.82 |
| 2026-05-15 | Goodnow Timothy T | Tax withheld | 29K | $5.82 |
| 2026-05-15 | Horton Kenneth L | Tax withheld | 7.3K | $5.82 |
| 2026-05-12 | ROEDER DOUGLAS A | Buy | 23K | $5.56 |
| 2026-04-01 | Steven Edelman | Grant | 1.9K | $6.65 |
| 2026-04-01 | Prince Douglas S | Grant | 1.2K | $6.65 |
| 2026-04-01 | Fiorentino Edward | Grant | 2.1K | $6.65 |
| 2026-04-01 | ROEDER DOUGLAS A | Grant | 2.2K | $6.65 |
| 2026-03-13 | Goodnow Timothy T | Buy | 17K | $5.79 |
| 2026-03-13 | ROEDER DOUGLAS A | Buy | 18K | $5.73 |
| 2026-01-02 | Steven Edelman | Grant | 2.2K | $5.89 |
| 2026-01-02 | Prince Douglas S | Grant | 1.4K | $5.89 |
| 2026-01-02 | Fiorentino Edward | Grant | 2.4K | $5.89 |
| 2026-01-02 | ROEDER DOUGLAS A | Grant | 2.5K | $5.89 |
| 2025-11-15 | Sullivan Frederick T. | Tax withheld | 6.4K | $6.26 |
| 2025-11-15 | Kaufman Francine | Tax withheld | 4.6K | $6.26 |
| 2025-11-15 | JAIN Mukul | Tax withheld | 10K | $6.26 |
| 2025-11-15 | Goodnow Timothy T | Tax withheld | 27K | $6.26 |
| 2025-11-15 | Horton Kenneth L | Tax withheld | 6.0K | $6.26 |
| 2025-11-10 | Steven Edelman | Buy | 10K | $6.55 |
| 2025-11-07 | Sullivan Frederick T. | Buy | 5.4K | $5.88 |
| 2025-11-07 | Goodnow Timothy T | Buy | 17K | $5.87 |
| 2025-11-07 | ROEDER DOUGLAS A | Buy | 15K | $5.83 |
| 2025-10-01 | Steven Edelman | Grant | 31K | $0.41 |
| 2025-10-01 | Prince Douglas S | Grant | 20K | $0.41 |
| 2025-10-01 | Fiorentino Edward | Grant | 34K | $0.41 |
| 2025-10-01 | ROEDER DOUGLAS A | Grant | 36K | $0.41 |
| 2025-07-01 | Prince Douglas S | Grant | 17K | $0.48 |
| 2025-07-01 | ROEDER DOUGLAS A | Grant | 31K | $0.48 |
| 2025-07-01 | Fiorentino Edward | Grant | 30K | $0.48 |
| 2025-07-01 | Steven Edelman | Grant | 27K | $0.48 |
| 2025-06-16 | Sullivan Frederick T. | Tax withheld | 27K | $0.51 |
| 2025-06-16 | Kaufman Francine | Tax withheld | 29K | $0.51 |
| 2025-06-16 | JAIN Mukul | Tax withheld | 59K | $0.51 |
| 2025-06-16 | Horton Kenneth L | Tax withheld | 36K | $0.51 |
| 2025-06-16 | Goodnow Timothy T | Tax withheld | 80K | $0.51 |
| 2025-05-23 | HANSEN BRIAN B | Grant | 842K | — |
| 2025-05-23 | Prince Douglas S | Grant | 111K | — |
| 2025-05-23 | Larkin Sharon | Grant | 111K | — |
| 2025-05-23 | Steven Edelman | Grant | 111K | — |
| 2025-05-23 | Fiorentino Edward | Grant | 111K | — |
| 2025-05-23 | ROEDER DOUGLAS A | Grant | 111K | — |
| 2025-05-23 | DeFalco Stephen P | Grant | 111K | — |
| 2025-05-23 | Kaufman Francine | Grant | 456K | — |
| 2025-05-23 | Horton Kenneth L | Grant | 505K | — |
| 2025-05-23 | JAIN Mukul | Grant | 991K | — |
| 2025-05-23 | Sullivan Frederick T. | Grant | 693K | — |
| 2025-05-23 | Goodnow Timothy T | Grant | 2.0M | — |
| 2025-05-15 | Sullivan Frederick T. | Tax withheld | 113K | $0.55 |
| 2025-05-15 | Kaufman Francine | Tax withheld | 102K | $0.55 |
| 2025-05-15 | JAIN Mukul | Tax withheld | 260K | $0.55 |
| 2025-05-15 | Horton Kenneth L | Tax withheld | 167K | $0.55 |
| 2025-05-15 | Goodnow Timothy T | Tax withheld | 379K | $0.55 |
| 2025-04-01 | Prince Douglas S | Grant | 12K | $0.66 |
| 2025-04-01 | ROEDER DOUGLAS A | Grant | 22K | $0.66 |
| 2025-04-01 | Fiorentino Edward | Grant | 21K | $0.66 |
| 2025-04-01 | Steven Edelman | Grant | 19K | $0.66 |
| 2025-01-02 | ROEDER DOUGLAS A | Grant | 31K | $0.47 |
| 2025-01-02 | Fiorentino Edward | Grant | 30K | $0.47 |
| 2025-01-02 | Prince Douglas S | Grant | 17K | $0.47 |
| 2025-01-02 | Steven Edelman | Grant | 27K | $0.47 |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-06-08 | Other | filing ↗ |
| 2026-05-20 | 5.03Shareholder voteExhibits | filing ↗ |
| 2026-05-07 | ResultsExhibits | filing ↗ |
| 2026-05-04 | Material agreementDebt obligationExhibits | filing ↗ |
| 2026-05-01 | Material agreementResultsReg FDOtherExhibits | filing ↗ |
| 2026-03-12 | Material agreement | filing ↗ |
| 2026-03-02 | ResultsExhibits | filing ↗ |
| 2026-01-12 | ResultsOtherExhibits | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-06-08 | 2026-06-01 | 0001104659-26-071370 ↗ |
| 8-K | 2026-05-20 | 2026-05-20 | 0001104659-26-064540 ↗ |
| 10-Q | 2026-05-07 | 2026-03-31 | 0001104659-26-057233 ↗ |
| 8-K | 2026-05-07 | 2026-05-07 | 0001104659-26-057142 ↗ |
| 8-K | 2026-05-04 | 2026-05-01 | 0001104659-26-054861 ↗ |
| 8-K | 2026-05-01 | 2026-04-30 | 0001104659-26-053515 ↗ |
| 8-K | 2026-03-12 | 2026-03-12 | 0001104659-26-027055 ↗ |
| 10-K | 2026-03-02 | 2025-12-31 | 0001104659-26-022298 ↗ |
| 8-K | 2026-03-02 | 2026-03-02 | 0001104659-26-022293 ↗ |
| 8-K | 2026-01-12 | 2026-01-12 | 0001104659-26-002736 ↗ |
| 8-K | 2026-01-02 | 2025-12-31 | 0001104659-26-000056 ↗ |
| 10-Q | 2025-11-05 | 2025-09-30 | 0001104659-25-107023 ↗ |