SENS News & Events

Volatility surged on Monday following U.S.-Israeli strikes on Tehran this weekend, resulting in the death of Iran's leader Khamenei while blowing a gaping hole into an already teetering Middle East power balance.   Energy was by far the strongest sector in the S&P 500 as WTI Crude Oil prices spiked by nearly 10% well above $70 per barrel, though the Treasury market was also hardly a beneficiary of safe-haven flows as investors recalibrated the inflationary impact of costlier gas prices into more complicated assumptions for Fed easing.   Industrials also outperformed as Defense names rallied, though Consumer stocks - particularly airlines and cruise lines - buckled under the weight of lower discretionary spending implications of a higher price tag at the pump.  The Vix briefly topped the 25-hangle - the highest level since November.Stocks bounced from the gap lower Monday morning, though the evening session is seeing uneasiness persist as investors mull the implications and assess the likely duration and the potential range of macroeconomic outcomes as the conflict unfolds.  S&P e-minis and Nasdaq 100 futures  are off by more than 0.2%.  In commodities, Gold - already the beneficiaries of geopolitical turbulence - also remains bid above $5,370 per ounce, while  Crude Oil remains north of $71 per barrel.Check out this evening's top movers from around Wall Street, compiled by The Fly.HIGHER AFTER EARNINGS -Ousterup 19.4%LendingTreeup 12.6%Ingram Microup 9.8%Plug Powerup 8.8%Dave Inc.up 8.4%Asanaup 5.8%Amerescoup 3.4%Core Scientificup 3.1%ALSO HIGHER -CoStar Groupup 3.0% after insider BuyDOWN AFTER EARNINGS -MongoDBdown 23.7%Surgery Partnersdown 22.7%Harrowdown 13.2%Credo Technologydown 7.4%Nuvation Biodown 6.7%Power Solutionsdown 5.8%Limbach Holdingsdown 5.3%Archer Aviationdown 4.7%Quantum Computingdown 2.8%Senseonics Holdingsdown 2.2%ALSO LOWER -H2O Americadown 2.8% after equity offering

Reports Q4 revenue $14.3M, consensus $14.2M. Tim Goodnow, president and CEO of Senseonics said, "In 2025, we took strategic actions to set the Company up for long term growth. Successfully bringing commercial operations in-house and investing heavily in DTC marketing, we built the foundations necessary to achieve the full potential of the world's first and only year-long CGM. We delivered encouraging commercial results last year, and expect this momentum to continue. In 2026 we plan to expand Eversense 365 compatibility with AID systems, launch in Europe and complete the Gemini pivotal trial, an important milestone for our exciting innovation pipeline. These efforts, coupled with improved margins, set Senseonics up for continued strong performance this year and beyond. We expect these efforts, coupled with improved margins, will set Senseonics up for continued strong performance this year and beyond."

The company said, "Senseonics expects full-year 2026 global net revenue to be approximately $58-$62 million, representing year-over-year growth of 65% to 76%, as the Company completes the transition of Eversense commercialization from Ascensia and brings the entire sales and marketing infrastructure in-house. Gross margins are expected to be approximately 50% for the full year. The financial outlook takes into consideration the following factors: refined plans for commercial transition from Ascensia to Senseonics and the roll-out of Eversense 365 outside the United States, plans with respect to spending on the DTC marketing campaigns to generate leads, the status of other sales and marketing initiatives, and utilization of the patient assistance programs for Eversense 365."

Sequel Med Tech and Senseonics Holdings announced full availability of the twiist Automated Insulin Delivery System integrated with the Eversense 365 CGM system across the U.S. Powered by Tidepool, twiist is the first AID system compatible with Eversense 365, the world's only one-year CGM. This powerful combination is a significant leap forward for the diabetes community, offering a transformative solution for long-term diabetes management by significantly reducing the burden of frequent sensor changes and re-pairing while maintaining exceptional CGM accuracy.