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Sensei Biotherapeutics, Inc.(SNSE)Earnings, Financials & Key Ratios
SNSE•NASDAQ
$13.85
Price updated Jun 27, 2026
AboutSensei Biotherapeutics, Inc., a biopharmaceutical company, engages in the discovery and development of immunotherapies with an initial focus on treatments for cancer. It develops proprietary ImmunoPhage platform, an immunotherapy approach that is designed to utilize bacteriophage to induce a focused and coordinated innate and adaptive immune response; and Tumor Microenvironment Activated Biologics, a platform designed to unleash the anti-tumor potential of T-cells, as well as human monoclonal antibodies that are selectively active in the tumor microenvironment and target immune checkpoints or other critical immune pathways. The company also develops SNS-101, a monoclonal antibody for the treatment of cancer; and SNS-401-NG, an ImmunoPhage vaccine targeting multiple tumor antigens. It has a collaboration with The University of Washington to research and develop Merkel cell carcinoma vaccine. The company was formerly known as Panacea Pharmaceuticals, Inc. Sensei Biotherapeutics, Inc. was incorporated in 1999 and is headquartered in Rockville, Maryland.Show more
- Revenue$0
- EBITDA-$22M+28.8%
- Net Income-$21M+30.1%
- EPS (Diluted)-16.72-1293.3%
- ROE-74.01%-26.7%
SNSE Price & Volume
Sensei Biotherapeutics, Inc. (SNSE) stock price & volume — 10-year historical chart
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Persistent Clinical Burn Threatens Future Operational Viability
Investment Thesis • Updated 2026Q1
VerdictNegative
Growth:Contracting
Profitability:Negative
Financial:Vulnerable
Cash Flow:Burning
Primary Risk:Critical liquidity and dilution
Key Thesis Takeaways
- Sensei Biotherapeutics remains a pre-revenue entity heavily reliant on external capital to sustain its immuno-oncology pipeline, as evidenced by a cumulative deficit exceeding $283 million.
- The firm faces significant liquidity risks, with a cash position that has fluctuated sharply and a high fixed-cost structure driven by R&D expenses.
- Investors should monitor the company's ability to secure non-dilutive funding or strategic partnerships, as the current trajectory suggests continued equity erosion and potential financing challenges.
Verdict Logic
the company's precarious liquidity profile, evidenced by a cash position that dropped to $8.7 million in 2025Q4, suggests a high probability of near-term dilutive financing to maintain operations.
SNSE Growth Metrics
Sensei Biotherapeutics, Inc. (SNSE) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years-
5 Years-
3 Years-
TTM-
Profit CAGR
10 Years-
5 Years-
3 Years-
TTM-535.43%
EPS CAGR
10 Years-
5 Years-
3 Years-
TTM-12760.87%
Return on Capital
10 Years-62.8%
5 Years-51.92%
3 Years-58.68%
Last Year-76.11%
SNSE Recent Earnings
Sensei Biotherapeutics, Inc. (SNSE) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 6/12 qtrs (50%)
Q2 2026Latest
May 15, 2026Metric
Actual
Est
EPS
$131.45-21101.6%
$0.62
Rev
—
—
Q2 2026
Mar 30, 2026Metric
Actual
Est
EPS
$3.74+22.2%
$4.81
Rev
—
—
Q4 2025
Nov 14, 2025Metric
Actual
Est
EPS
$3.62+11.9%
$4.11
Rev
$5M
—
Q3 2025
Aug 5, 2025Metric
Actual
Est
EPS
$3.91+36.9%
$6.20
Rev
—
—
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 15, 2026 | $131.45vs $0.62-21101.6% | — |
| Q2 2026 | Mar 30, 2026 | $3.74vs $4.81+22.2% | — |
| Q4 2025 | Nov 14, 2025 | $3.62vs $4.11+11.9% | $5M |
| Q3 2025 | Aug 5, 2025 | $3.91vs $6.20+36.9% | — |
Based on last 12 quarters of dataView full earnings history →
Peers Comparison
Key metrics vs top competitors for Sensei Biotherapeutics, Inc. (SNSE)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $13.85 | $18.57M | -0.83 | — | — | -74.01% | — | |
| $38.85 | $7.98B | -14.03 | — | — | -68.16% | — | |
| $1.02 | $129.73M | -0.91 | 14.85% | -173.02% | — | — | |
| $30.88 | $1.57B | -58.26 | 20% | -4.88% | -4.83% | — | |
| $2.83 | $202.47M | -2.01 | — | — | -30.9% | — | |
| $13.49 | $1.13B | -25.45 | — | — | -38.92% | — |
Compare SNSE vs Peers
Sensei Biotherapeutics, Inc. (SNSE) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
SNSE SEC Filings & Documents
Sensei Biotherapeutics, Inc. (SNSE) SEC filings — annual & quarterly reports (10-K, 10-Q)
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SNSE Frequently Asked Questions
Sensei Biotherapeutics, Inc. (SNSE) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is Sensei Biotherapeutics, Inc.'s revenue?
Sensei Biotherapeutics, Inc. (SNSE) reported $-4.9M in revenue for fiscal year 2025.
Is SNSE profitable?
Sensei Biotherapeutics, Inc. (SNSE) reported a net loss of $184.5M for fiscal year 2025.
Dividend & Returns
What is SNSE's return on equity?
Sensei Biotherapeutics, Inc. (SNSE) has a return on equity (ROE) of -74.0%. Negative ROE indicates the company is unprofitable.
What is Sensei Biotherapeutics, Inc.'s free cash flow?
Sensei Biotherapeutics, Inc. (SNSE) had negative free cash flow of $24.1M in fiscal year 2025, likely due to heavy capital investments.