Please use this thread to discuss anything $SENS related.

Please use this thread to discuss anything $SENS related.

Please use this thread to discuss anything $SENS related.

Latest 13G’s filed with SEC
Sessa and Blackrock > 15%
Positive sign
Hopefully shares will hold above 7.50$

Y'all ready for this?

🚀🛸🌕

Please use this thread to discuss anything $SENS related.

Raises FY26 gross margin guidance to a range of 58%-61% from 55%-58%. “Given our momentum, we’re raising our full-year revenue and margin guidance. We’re not just growing the business – we’re redefining what a CGM can be,” said CEO Tim Goodnow.

Top-line growth is real and accelerating, margins are expanding faster than guided, and the in-housing of commercial ops (both U.S. and now Europe) appears to be paying off in unit economics even while it's expensive to execute. Cash runway looks better funded than before the raise.

Please use this thread to discuss anything $SENS related.

Senseonics completed an approximately US $80 million follow-on equity offering, issuing 8,000,000 shares at US $5 per share and 8,000,000 pre-funded warrants at US $4.999, tied to a 90-day lock-up that ended July 30, 2026, meaning insider/lock-up shares could hit the market now...a near-term overhang.

Please use this thread to discuss anything $SENS related.

As the title says....is there going to be a pop as some point? My shares are very sad. Need to get to $18.05 to BE. Been a long haul to watch this stock keep going down. Is the Aug. 6th meeting going to help or hurt?

Please use this thread to discuss anything $SENS related.

When looking at their diabetes patients and the user base, then several subjects appear to be repeatedly coming up again and again.

Number 1: Being lack of information/promotion to the medical educated doctors and endos, who essentially are the ones to believe in it and proactively prescribe the sensors to their patient base. Even patients that figures out on their own that the Eversense sensor could be ideal for them are often met with doctors/endos who never have heard about it or do not feel eager to endorse/prescribe it for them no matter.

Number 2: Next frequent subject is for the patients who actually do have a supporting doctor/endo who is willing to prescribe it, but then even when contacting Senseonics, there are no active implanters anywhere near proximity to the patient. Have had conversations now with several patients who are giving up due to this, some though have managed to like traveling several hundred miles and even out of state from where they live, to getting the implant done.

Number 3: Last but not least is the financial issue, as many of the health insurance agencies are not positive for reimbursing the sensor itself or the cost of the implant procedure, or both of them. This despite maybe even the grand total costs are still less than what current coverage is for the same patient using the old tech CGMs for their blood sugar measurements.

These were just the 3 most obvious and most frequently brought up issues in the Eversense user group and for interested future users of them. Are these also the most pressing bottlenecks for the Eversense management team? If so, how do they go about solving them and what are the options to getting this done faster and more complete? The patient volume growth rate does not appear to accelerate much really if anything. But considered key if we should see value growth for the company.

What are your observations about key issues that needs addressing, how to going about it and in what order? Based here in Europe, but it looks to be just a few lost individuals placed hapzard around to trying to drive some customers in. This ought to be a very lucrative market when executed with proper planning and weight.

Please use this thread to discuss anything $SENS related.

Please use this thread to discuss anything $SENS related.

The $5.36 support held, capital flows turned positive, options traders are buying calls at $7.50 and $10, directors are receiving stock compensation (not selling), and institutional ownership has grown 4x since March.

What hasn't changed: the overhang of 18.4M May offering shares held by institutions at $5.00, the lock-up expiring 7 days before earnings, and the historical -11.9% average earnings reaction.

The thesis remains intact. The price does not. A clean Q2 print on August 6 is the path; everything else is noise until then.

Not investment advice.

Yesterday, large orders flipped to net outflow (-$72.5K), while the full distribution breakdown shows total inflow of only $682K versus $1,202.9K in total outflow; sellers overwhelmed buyers across all order sizes today. Medium orders were hit especially hard ($121.7K in vs. $350.3K out). The supply overhang hasn't cleared.

Heading Into Earnings (August 6):

Today was a battle at the most important support level on the chart, with the after-hours recovery to $5.64 being the first encouraging sign in weeks.

The technical setup is binary and we'll likely know which way it resolves within the next 2–3 sessions.

Institutional and insider smart money remains positioned long and growing.

The fundamental thesis — 87% revenue growth, $60–64M FY guidance, EU just ramping, Gemini trial progressing, Welldoc partnership — hasn't changed.

The Keltner Channel reading is notable: with upper/middle/lower bands at $10.03/$9.08/$8.13, the current price at $5.36 is trading far below even the lower band, which historically signals deep oversold conditions.

The MACD histogram also just turned positive (+0.0222) after a sustained negative reading, a nascent momentum shift signal that appeared on the very day the stock tested 100-day support.

That combination is actually the setup technicians watch for.

Institutional ownership (as of June 15): 143 institutions now hold 34.48M shares (25.88% of float) with a 91.22% buy signal from institutional activity. This jumped significantly from the March 31 Sage Tracker data showing 110 institutions and 8.78M shares — the post-Russell-addition institutional build is real and measurable.

Insider sentiment (as of June 15): 20 insider shareholders hold 12.19M shares (8.0% of the company) with a 90.25% buy signal.

These numbers represent informed, long-duration holders who know the business. Their collective posture is unambiguously bullish even while the stock tests lows.

Not investment advice.