Senseonics Holdings (SENS) Is Up 27.7% After Q3 Revenue Surge and Record New Patient Growth Has the Bull Case Changed?

• On October 6, 2025, Senseonics Holdings announced preliminary unaudited revenue for the third quarter ended September 30, reporting approximately US$8.1 million, an increase of 91% over the same period in 2024, primarily attributed to roughly 160% new patient growth in the U.S.
• This upturn in both revenue and new patient adoption highlights more robust market traction, suggesting a potential acceleration in demand for the company’s continuous glucose monitoring systems.
• We’ll now explore how record new patient adoption in the U.S. may influence Senseonics Holdings’ longer-term growth outlook.

These 13 companies survived and thrived after COVID and have the right ingredients to survive Trump's tariffs. Discover why before your portfolio feels the trade war pinch.

Senseonics Holdings Investment Narrative Recap

For shareholders to have confidence in Senseonics Holdings, they need to believe in the long-term adoption of implantable CGM technology and the company’s ability to stay ahead in innovation despite reliance on a single product platform. The recent record new patient growth and significant quarterly revenue increase are encouraging signs for the short-term catalyst of US market expansion, but ongoing losses and potential shareholder dilution remain immediate risks that have not disappeared with this announcement.

A recent development directly relevant to this growth was the company’s US$100 million amended loan agreement from September, which boosts financial flexibility at a critical moment. Access to additional funding could support product launches and commercialization, but it also puts a spotlight on the risk of debt servicing and further equity financing if cash burn continues at its present rate.

Yet, against these prospects, investors should also consider how a reverse stock split proposal and possible future dilution may impact their holdings...

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 -$68.2 million.

Uncover how Senseonics Holdings' forecasts yield a $1.43 fair value, a 153% upside to its current price.

Exploring Other Perspectives

Simply Wall St Community members provided eight fair value estimates for Senseonics ranging from US$0.12 to US$4.15 per share. While strong patient growth encourages optimism, continued net losses and funding needs highlight the importance of considering alternative viewpoints when assessing the company’s longer-term potential.

Explore 8 other fair value estimates on Senseonics Holdings - why the stock might be worth less than half the current price!

Build Your Own Senseonics Holdings Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Senseonics Holdings research is our analysis highlighting 2 key rewards and 2 important warning signs that could impact your investment decision.
• Our free Senseonics Holdings research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Senseonics Holdings' overall financial health at a glance.

Ready For A Different Approach?

Early movers are already taking notice. See the stocks they're targeting before they've flown the coop:

• AI is about to change healthcare. These 32 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early.
• Trump has pledged to "unleash" American oil and gas and these 22 US stocks have developments that are poised to benefit.
• Uncover the next big thing with financially sound penny stocks that balance risk and reward.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com