Barclays initiates Senseonics stock with Overweight rating on implantable CGM potential

Published 27/08/2025, 06:50
Barclays initiates Senseonics stock with Overweight rating on implantable CGM potential

Investing.com - Barclays initiated coverage on Senseonics Holdings (NYSE:SENS) with an Overweight rating and a $1.50 price target on Wednesday. The medical device company, currently trading at $0.46 with a market capitalization of $373 million, has seen two analysts revise their earnings expectations upward for the upcoming period, according to InvestingPro data.

The investment bank cited the company’s Eversense 365 implantable continuous glucose monitoring (CGM) sensor system as creating "a new and important category within the global CGM market" for diabetes patients who experience fatigue from wearing multiple medical devices. While the company isn’t currently profitable, it maintains a strong liquidity position with a current ratio of 9.58 and more cash than debt on its balance sheet.

Barclays highlighted that the one-year CGM system launched late last year represents "an important turning point" for Senseonics by doubling the duration of use from the previous 180-day model.

Based on conversations with healthcare professionals and patients, Barclays expects the Eversense 365 to drive "a significant lift in demand" in the second half of 2025 and into 2026.

The firm also pointed to Senseonics’ product pipeline, specifically mentioning the Gemini and Freedom launches expected in the fourth quarter of 2026 and fourth quarter of 2027 respectively, which Barclays believes will generate "additional positive inflections in demand" and accelerate growth through 2029.

In other recent news, Senseonics Holdings Inc . reported its second-quarter 2025 financial results, with net revenue reaching $6.6 million. This figure surpassed the forecasted $6.01 million, demonstrating stronger-than-expected performance in this period. Despite the revenue beat, the company’s earnings per share (EPS) remained in line with expectations, posting a loss of $0.02. Raymond James reiterated its Underperform rating on Senseonics, maintaining its price target for the company. The firm noted that while the revenue exceeded their estimates, the full-year 2025 revenue guidance remained unchanged. Senseonics continues to innovate in the continuous glucose monitoring market, launching new products and expanding its market reach. These developments are part of the company’s ongoing efforts to strengthen its position in the industry.

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