SenesTech Inc
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SenesTech Inc AI Insights
Informational only. Not investment advice.Snapshot
- Cash burn of 5.3M TTM against 7.3M cash = ~16 months runway without capital raise[Cash Flow TTM]
- Revenue 2.3M TTM with 55% 5Y CAGR vs industry 7% - growth inflecting but from tiny base[Total Revenue 5Y Growth]
- Gross margin 63% TTM vs industry median 55% - unit economics work, scale is the problem[Gross Margin TTM]
Watch Triggers
- Cash and Equivalents: Falls below 4M or capital raise announced — Dilution timing and terms will determine shareholder value destruction
- Total Revenue TTM: Quarterly revenue exceeds 1M (4M annualized) — Inflection point where path to profitability becomes credible
- Operating Expense TTM: Exceeds 8M without revenue acceleration — Signals cash runway compression and accelerated dilution timeline
Bull Case
Strong gross margin (63%) with 55% 5Y revenue CAGR suggests scalable model - reaching 8-10M revenue could approach breakeven with current opex
Trading at 1.06x book with 11.3M equity and minimal debt (0.24 D/E) - downside protected by asset base
Bear Case
16-month cash runway at current burn rate guarantees dilution - no stock issuance TTM suggests imminent raise
2.3M revenue after years of operation in niche market (rodent fertility control) - TAM and adoption remain unproven
Bull vs Bear Balance
AI-generated sentiment analysis based on fundamental metrics and market conditions.
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Forward Thesis
Path to profitability requires 3-4x revenue scale with current cost structure
- Operating expense 7.3M vs 2.3M revenue
- R&D 1.7M (73% of revenue) signals product investment phase
- Working capital 11M provides operational buffer
Valuation Context
Caveats
Public Strategies Rankings
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SNES Fundamentals
| Metric | Value | YoY Growth | Industry Percentile |
|---|---|---|---|
$7.56M | — | ||
$2.97M | — | ||
0.00 | — | ||
$2.3M | +39.4% | — | |
$-2.21 | — | ||
-256% | +151.9% | — | |
-254% | +150.0% | — | |
$-5.44M | — | ||
-77.8% | +130.2% | — | |
Beta 5Y (Monthly) | unknown | — |
SNES Dividend History
SNES Stock Splits
SNES SEC Filings
| Filing Date | Report Date | Report Type | Filing Link |
|---|---|---|---|
11/10/25 | 09/30/25 | 10-Q | |
08/08/25 | 06/30/25 | 10-Q | |
05/08/25 | 03/31/25 | 10-Q | |
03/13/25 | 12/31/24 | 10-K | |
11/12/24 | 09/30/24 | 10-Q | |
08/08/24 | 06/30/24 | 10-Q | |
05/09/24 | 03/31/24 | 10-Q | |
02/21/24 | 12/31/23 | 10-K | |
11/09/23 | 09/30/23 | 10-Q | |
08/11/23 | 06/30/23 | 10-Q | |
05/11/23 | 03/31/23 | 10-Q | |
03/17/23 | 12/31/22 | 10-K | |
11/14/22 | 09/30/22 | 10-Q | |
08/12/22 | 06/30/22 | 10-Q | |
05/13/22 | 03/31/22 | 10-Q | |
03/29/22 | 12/31/21 | 10-K | |
11/12/21 | 09/30/21 | 10-Q | |
08/13/21 | 06/30/21 | 10-Q | |
05/14/21 | 03/31/21 | 10-Q | |
03/29/21 | 12/31/20 | 10-K | |
11/13/20 | 09/30/20 | 10-Q | |
08/13/20 | 06/30/20 | 10-Q | |
05/15/20 | 03/31/20 | 10-Q | |
03/17/20 | 12/31/19 | 10-K | |
11/14/19 | 09/30/19 | 10-Q | |
08/14/19 | 06/30/19 | 10-Q | |
05/15/19 | 03/31/19 | 10-Q | |
03/29/19 | 12/31/18 | 10-K | |
11/14/18 | 09/30/18 | 10-Q | |
08/14/18 | 06/30/18 | 10-Q | |
05/15/18 | 03/31/18 | 10-Q | |
03/30/18 | 12/31/17 | 10-K | |
11/08/17 | 09/30/17 | 10-Q | |
08/14/17 | 06/30/17 | 10-Q | |
05/15/17 | 03/31/17 | 10-Q | |
03/31/17 | 12/31/16 | 10-K | |
12/08/16 | 09/30/16 | 424B4 | |
10/20/16 | 06/30/16 | S-1/A | |
11/07/17 | 06/30/16 | 10-Q/A | |
05/15/17 | 03/31/16 | 10-Q | |
12/08/16 | 12/31/15 | 424B4 | |
11/06/17 | 12/31/15 | 10-K/A | |
09/30/15 | 09/30/15 | Unknown | -- |