Senseonics Holdings (SENS) 주식 개요
센소닉스 홀딩스는 상용 단계의 의료 기술 회사로, 미국 및 전 세계 당뇨병 환자를 위한 연속 혈당 모니터링(CGM) 시스템의 개발 및 제조에 주력하고 있습니다. 자세히 보기
SENS Community Fair Values
Create NarrativeSee what 34 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Senseonics Holdings, Inc. 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$9.71 |
| 52주 최고가 | US$11.58 |
| 52주 최저가 | US$4.79 |
| 베타 | 0.97 |
| 1개월 변동 | 99.79% |
| 3개월 변동 | 53.15% |
| 1년 변동 | 6.14% |
| 3년 변동 | -7.12% |
| 5년 변동 | -88.01% |
| IPO 이후 변동 | -85.06% |
최근 뉴스 및 업데이트
Seeking Alpha • Jul 14
Senseonics: Implantable Sensor, Unsustainable Spend
Summary Senseonics Holdings is a Sell, with persistent concerns about cash burn, dilution, and lack of profitability. SENS's direct-to-consumer strategy and in-house commercialization have driven high SG&A, with 2026 cash burn projected up to $120 million on $60–64 million revenue. Gross margins improved to 58% in Q1, but sustained growth remains highly dependent on heavy investment and infrastructure buildout. Pipeline products Gemini (2027) and Freedom (2028) could boost adoption, but no near-term inflection in revenue/opex is evident. Read the full article on Seeking Alpha
내러티브 업데이트 • Jul 14
SENS: Future Margins And Revenue Mix Will Drive Upside Potential
The analyst price target for Senseonics Holdings has been revised lower by several dollars per share. Analysts cite updated assumptions on fair value, revenue growth, profit margins, and a reduced future P/E multiple as the key drivers of this change.
내러티브 업데이트 • Jun 30
SENS: Long-Duration CGM Data Will Support Future Margin Upside
Senseonics Holdings' updated analyst price target has moved lower by about $5.10 to $13.80, as analysts factor in revised expectations for fair value, revenue growth, profit margins, and future P/E assumptions following recent target cuts from several firms. Analyst Commentary Recent research updates on Senseonics Holdings focus on how its current trading level compares with revised views on fair value, revenue potential, profitability, and assumed P/E multiples.Recent updates
Seeking Alpha • Jul 14
Senseonics: Implantable Sensor, Unsustainable Spend
Summary Senseonics Holdings is a Sell, with persistent concerns about cash burn, dilution, and lack of profitability. SENS's direct-to-consumer strategy and in-house commercialization have driven high SG&A, with 2026 cash burn projected up to $120 million on $60–64 million revenue. Gross margins improved to 58% in Q1, but sustained growth remains highly dependent on heavy investment and infrastructure buildout. Pipeline products Gemini (2027) and Freedom (2028) could boost adoption, but no near-term inflection in revenue/opex is evident. Read the full article on Seeking Alpha내러티브 업데이트 • Jul 14
SENS: Future Margins And Revenue Mix Will Drive Upside Potential
The analyst price target for Senseonics Holdings has been revised lower by several dollars per share. Analysts cite updated assumptions on fair value, revenue growth, profit margins, and a reduced future P/E multiple as the key drivers of this change.내러티브 업데이트 • Jun 30
SENS: Long-Duration CGM Data Will Support Future Margin Upside
Senseonics Holdings' updated analyst price target has moved lower by about $5.10 to $13.80, as analysts factor in revised expectations for fair value, revenue growth, profit margins, and future P/E assumptions following recent target cuts from several firms. Analyst Commentary Recent research updates on Senseonics Holdings focus on how its current trading level compares with revised views on fair value, revenue potential, profitability, and assumed P/E multiples.
내러티브 업데이트 • Jun 16
SENS: Long Wear CGM Execution Will Support Future Profitability Repricing Potential
Analysts have trimmed their average price target on Senseonics Holdings stock by a few dollars, citing updated expectations that reflect modest adjustments to revenue growth, profit margin, discount rate, and future P/E assumptions. Analyst Commentary Recent research updates on Senseonics Holdings highlight that even with lower price targets, some bullish analysts still see potential drivers that they believe could support the stock if the company executes on its plans.내러티브 업데이트 • Jun 02
SENS: Long Wear CGM Execution Will Drive Future Profitability And Repricing
The analyst price target for Senseonics Holdings has been reduced by $11, with analysts citing updated fair value estimates, a lower future P/E assumption, and recent Street research that reset targets at H.C. Wainwright, Stifel, and Lake Street. Analyst Commentary Recent Street research on Senseonics Holdings points to a reset in price targets that reflects updated fair value work, revised P/E assumptions, and refreshed views on execution risk and potential growth.내러티브 업데이트 • May 17
SENS: Long Wear CGM Adoption Will Drive Future Profitability And Repricing
Senseonics Holdings' consensus analyst price target has been reduced by several dollars, with analysts citing updated assumptions for revenue growth, profitability, and valuation multiples as key reasons for the lower fair value outlook. Analyst Commentary Even with the recent cuts to price targets, bullish analysts still see potential for Senseonics Holdings to create value if the company executes on its growth and profitability plans.내러티브 업데이트 • Apr 29
SENS: Long Wear CGM Adoption And AID Integration Will Drive Upside
Analysts have slightly adjusted their price target for Senseonics Holdings to $31.00, reflecting updated assumptions around the discount rate, revenue growth, profit margin, and future P/E multiples, while keeping the overall fair value view steady. What's in the News First European launch of the Eversense 365 CGM system, described as the world’s first and only one year CGM, starting with patients in Sweden and with rollouts planned in Germany, Spain and Italy in the coming weeks (Key Developments).내러티브 업데이트 • Apr 13
SENS: Real World CGM Use And AID Access Will Drive Upside
Analysts have maintained their $31.00 price target on Senseonics Holdings, citing updated assumptions that now reflect slightly different discount rate, revenue growth, profit margin, and future P/E inputs in their models. What's in the News The board is asking stockholders to approve a change to the Certificate of Incorporation to increase authorized common shares to 140,000,000 from 70,000,000, with the meeting set for May 20, 2026 (Key Developments).내러티브 업데이트 • Mar 30
SENS: Long-Duration CGM Data Will Support Future Automated Delivery Upside
Analysts have modestly adjusted their price target on Senseonics Holdings to $18.92, reflecting updated assumptions for discount rate, revenue growth, profit margin, and future P/E, while keeping their overall fair value view steady. What's in the News New real world evidence data for the Eversense 365 CGM system reports an average transmitter wear time of 93.8% over one year, a mean Glucose Management Indicator of 7.14% and a mean Time in Range of 66% across 5,059 sensors used in the US, with over 75% of users reaching hypoglycemic targets (Key Developments).내러티브 업데이트 • Mar 16
SENS: Real World CGM Outcomes And AID Adoption Will Support Upside
Analysts have maintained their $31.00 price target on Senseonics Holdings, citing slightly higher assumed discount rates, a modest adjustment in expected revenue growth and profit margins, and a small shift in future P/E assumptions as the main factors behind their updated view. What's in the News New real world evidence data on more than 5,000 Eversense 365 sensors in US patients showed high adherence, a mean Glucose Management Indicator of 7.14% and Time in Range of 66%, with over 75% of users meeting hypoglycemia targets across a full year of use (Key Developments).내러티브 업데이트 • Mar 02
SENS: Long-Duration CGM Access Will Drive Future Automated Delivery Upside
Analysts have modestly adjusted their price target on Senseonics Holdings to $18.92 per share. This reflects slightly different assumptions on discount rate, revenue growth, profit margin and future P/E, while keeping their overall valuation view broadly unchanged.내러티브 업데이트 • Feb 16
SENS: Internalized Commercial Model And AID Launch Will Drive Long-Term Upside
Analysts have maintained their $31.00 price target on Senseonics Holdings, citing largely unchanged fair value assumptions, along with small adjustments to the discount rate, revenue growth, profit margin, and future P/E inputs. What's in the News Senseonics issued 2026 guidance, with expected full year global net revenue of about US$58 million to US$62 million, linked to the planned transition of Eversense commercialization from Ascensia starting January 1, 2026 (Corporate guidance).내러티브 업데이트 • Feb 02
SENS: Long-Duration CGM Execution Risk Will Set Up Future Upside Potential
Analysts have trimmed their 12 month target on Senseonics to US$15 from US$25, citing updated sales multiples on 2028 estimates and a higher 12% discount rate to reflect commercial execution risk following the recent stock split. Analyst Commentary Bullish Takeaways Bullish analysts still see upside potential at US$15, even after trimming the target from US$25.내러티브 업데이트 • Jan 18
SENS: Long-Duration CGM Share Gains Will Support Future Upside Potential
Analysts have trimmed their average price target on Senseonics to about $18.92. This reflects updated models that factor in lower sales multiples, a roughly 12% discount rate to account for commercial execution risk, and expectations around future product adoption and capital needs.분석 기사 • Jan 13
Senseonics Holdings, Inc.'s (NASDAQ:SENS) Share Price Could Signal Some Risk
You may think that with a price-to-sales (or "P/S") ratio of 9.9x Senseonics Holdings, Inc. ( NASDAQ:SENS ) is a stock...내러티브 업데이트 • Jan 04
SENS: Internalized Commercial Model Will Drive Long Term Upside Potential
Analysts have trimmed their price target on Senseonics Holdings to $15.00 from $25.00, citing updated long term growth assumptions, a higher perceived discount rate to reflect commercial execution risk, and the need for additional capital as the company internalizes commercial operations despite favorable physician feedback on Eversense and Gemini. Analyst Commentary Bullish analysts acknowledge the reduced price targets but emphasize that the stock still offers meaningful upside from current levels, with valuation supported by long term revenue growth expectations for Eversense and the upcoming Gemini platform.내러티브 업데이트 • Dec 21
SENS: Long-Duration CGM Share Gains Will Drive Future Upside Potential
Analysts have modestly reduced their price target on Senseonics Holdings to $15 from $25, reflecting updated sales multiple assumptions, a higher discount rate to account for commercial execution risk, and a more cautious view on funding needs as the company prepares to take commercial operations back in house. Analyst Commentary Street research reflects a mixed but engaged view on Senseonics, with valuation resets largely tied to updated sales assumptions, perceived execution risk, and the capital intensity of bringing commercialization back in house.분석 기사 • Dec 09
Is Senseonics Holdings (NASDAQ:SENS) Weighed On By Its Debt Load?
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...내러티브 업데이트 • Dec 07
SENS: Long-Duration CGM Share Gains Will Drive Future Upside Potential
Analysts have modestly reduced their average price target for Senseonics Holdings to about $18.92 per share from roughly $25.00. They cite recalibrated sales multiples, a slightly higher risk premium around commercial execution, and the need for additional capital as the company internalizes commercialization and invests in next-generation sensor platforms.내러티브 업데이트 • Nov 23
SENS: Market Share Gains Will Drive Long-Term Revenue Expansion
Analysts have revised their price target for Senseonics Holdings lower. They note that updated sales estimates and higher perceived commercial risk have led to a reduction from approximately $25 to below $19 per share.내러티브 업데이트 • Nov 03
SENS: Future Commercial Rollout Will Drive Diabetes Monitoring Adoption
Analysts have revised their price target for Senseonics Holdings downward from $28.60 to $25.33 per share, citing expected financial impacts from the company's assumption of commercial operations. This is balanced by continued optimism over the Eversense 365 system's market potential.내러티브 업데이트 • Oct 20
Continuous Glucose Monitoring Will Redefine Preventive Diabetes Care
Analysts have significantly increased their price target for Senseonics Holdings from $1.43 to $28.60. They cite growing confidence in the company's expanding product offerings and anticipated demand for its Eversense 365 sensor system.내러티브 업데이트 • Aug 08
Continuous Glucose Monitoring Will Redefine Preventive Diabetes Care
The downward revision in Senseonics Holdings’ price target reflects a combination of lowered future earnings multiples and a higher discount rate, resulting in the consensus fair value estimate declining from $1.55 to $1.41. What's in the News Senseonics Holdings completed a $50 million follow-on equity offering, issuing 100 million common shares at $0.50 per share with a $0.03 discount.
새로운 내러티브 • Mar 28
Eversense 365 Will Expand Patient Access With EU Launch
U.S. launch and future EU expansion of Eversense 365 could drive revenue growth through increased adoption and international market presence.주주 수익률
| SENS | US Medical Equipment | US 시장 | |
|---|---|---|---|
| 7D | 24.3% | 0.4% | -1.5% |
| 1Y | 6.1% | -12.6% | 17.9% |
수익률 대 산업: SENS은 지난 1년 동안 -12.6%의 수익을 기록한 US Medical Equipment 산업보다 더 좋은 성과를 냈습니다.
수익률 대 시장: SENS은 지난 1년 동안 17.9%를 기록한 US 시장보다 저조한 성과를 냈습니다.
주가 변동성
| SENS volatility | |
|---|---|
| SENS Average Weekly Movement | 13.3% |
| Medical Equipment Industry Average Movement | 8.4% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.1% |
안정적인 주가: SENS의 주가는 지난 3개월 동안 US 시장보다 변동성이 컸습니다.
시간에 따른 변동성: SENS의 주간 변동성(13%)은 지난 1년 동안 안정적이었지만 US 종목 중 상위 75%보다 높습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1996 | 130 | Tim Goodnow | www.senseonics.com |
센소닉스 홀딩스는 상용 단계의 의료 기술 회사로 미국 및 전 세계 당뇨병 환자를 위한 연속 혈당 모니터링(CGM) 시스템의 개발 및 제조에 주력하고 있습니다. 이 회사의 제품에는 피부 아래 센서, 탈착식 및 충전식 스마트 트랜스미터, 실시간 당뇨병 모니터링 및 관리를 위한 앱을 통해 당뇨병 환자의 포도당 수치를 측정하는 이식형 CGM 시스템인 에버센스, 에버센스 XL, 에버센스 E3, 에버센스 365가 있습니다. 이 회사는 유통업체 및 전략적 주문 처리 파트너 네트워크를 통해 의료 서비스 제공업체와 환자에게 서비스를 제공합니다.
Senseonics Holdings, Inc. 기초 지표 요약
| SENS 기초 통계 | |
|---|---|
| 시가총액 | US$466.35m |
| 순이익 (TTM) | -US$109.39m |
| 매출 (TTM) | US$48.55m |
10.6x
주가매출비율(P/S)-4.7x
주가수익비율(P/E)SENS는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| SENS 손익계산서 (TTM) | |
|---|---|
| 매출 | US$48.55m |
| 매출원가 | US$21.91m |
| 총이익 | US$26.64m |
| 기타 비용 | US$136.03m |
| 순이익 | -US$109.39m |
최근 보고된 실적
Jun 30, 2026
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | -2.07 |
| 총이익률 | 54.87% |
| 순이익률 | -225.34% |
| 부채/자본 비율 | 61.8% |
SENS의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/08/21 14:39 |
| 종가 | 2026/08/21 00:00 |
| 수익 | 2026/06/30 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Senseonics Holdings, Inc.는 16명의 분석가가 다루고 있습니다. 이 중 7명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Matthew Miksic | Barclays |
| Gregory Chodaczek | B. Riley Securities, Inc. |
| Marie Thibault | BTIG |