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Senseonics Holdings announced preliminary unaudited revenue of approximately US$8.1 million for the third quarter of 2025, marking a 91% year-over-year increase fueled by record new patient growth in the U.S. and greater investment in direct-to-consumer marketing.
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The company also confirmed a 1-for-20 reverse stock split and will bring commercialization and distribution of its Eversense 365 CGM system fully in-house, aiming to enhance operational efficiency and patient engagement.
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We’ll examine how Senseonics’ decision to assume direct control over sales and marketing could influence its future growth outlook.
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To be a shareholder in Senseonics Holdings, you need to believe that the company’s direct-to-consumer push and control over distribution can unlock sustained patient growth for its Eversense CGM platform and strengthen its hold in the rapidly expanding diabetes care segment. The latest news, highlighting record new patient onboarding and revenue, bolsters the most important short-term catalyst, market adoption, but does not meaningfully change the central risk: the company’s high cash burn and persistent operating losses, which continue to raise questions about future shareholder dilution. Among recent company moves, the 1-for-20 reverse stock split is most closely tied to the current news. By consolidating shares, this action aims to shore up investor compliance and improve trading liquidity, but it does not affect the ongoing need for Senseonics to rapidly expand revenues and reach break-even amidst increasing competition and reliance on equity financing. But while these developments signal operational progress, investors should be aware that dilution and unprofitability continue to threaten long-term returns…
Read the full narrative on Senseonics Holdings (it’s free!)
Senseonics Holdings’ narrative projects $109.6 million revenue and $13.7 million earnings by 2028. This requires 62.7% yearly revenue growth and an $81.9 million increase in earnings from the current -$68.2 million.
Uncover how Senseonics Holdings’ forecasts yield a $1.43 fair value, a 219% upside to its current price.
Simply Wall St Community members offered 8 different fair value estimates for SENS, ranging from US$0.12 to US$4.15 per share. Broadly, while the community views are split, Senseonics’ dependence on a single core product remains an important consideration for long-term growth.
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