Senseonics: Eversense 365 Is A Game Changer For The CGM Industry
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Given Mahlangu202 FollowersFollow5ShareSavePlay(15min)Comment(1)SummarySenseonics Holdings earns a buy rating as Eversense 365 drives potential product-market fit and margin expansion.SENS's integration of Ascensia’s commercial team and DTC investments is expected to boost revenue and gross margins above 50%.Q3 revenue grew 90% YoY, with a 42.8% gross margin and 55% YoY revenue growth guided for 2025.Reverse stock splits and insider buying signal management confidence and increased accessibility for larger capital allocators. Drs Producoes/E+ via Getty Images Investment Thesis Senseonics Holdings (SENS) has been developing CGM devices that are far superior to any devices offered by its competitors. Those innovative efforts are yet to yield returns for shareholders. The one major criticismThis article was written byGiven Mahlangu202 FollowersFollowFull-time Equity Analyst and part-time retail investor with a bias for high quality stocks trading at discounted prices. over the past 5 years I've been retail investing and learning more about how the stock market works, following the work of Ben Graham and Joel Greenblatt. Equity Markets are fascinating as they give us an analytical overview of how global markets are performing. Seeking Alpha is an incredible platform for me to share my research and analysis with fellow investors and analysts.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.