SNSE

Sensei Biotherapeutics, Inc.

Nasdaq · Pharmaceutical Preparations · Inc. DE · CIK 0001829802
$13.00 +20.48% $17.4M
Insider Selling Cluster (2 insiders)High Impact Filing (7/10)4 New Institutional Positions
Vol
Market Cap$17.4M
Cap SizeNano Cap
Analyst ConsensusStrong Buy (80%)
Inst. Holders13 funds
Inst. Value$24.1M
Inst. Activity4 buys / 0 sells
Insider Activity8B / 10S
Insider Net $-$756.6K
SEC Reports12
Exchange Nasdaq·Sector Pharmaceutical Preparations·Inc. DE·CIK 0001829802·Prev Close $10.79

Recent Activity

Jun 10, 2026 SEC
Sensei Biotherapeutics filed Amendment No. 2 to its S-3 shelf registration to register 24,868,028 common shares for resa
S-3/A — Impact 4/10
Jun 10, 2026 SEC
Sensei Biotherapeutics filed an 8-K reporting the results of its June 10, 2026 annual meeting. Stockholders approved the
8-K — Impact 3/10
Jun 10, 2026 Insider
Gerry Christopher was granted 220,000 shares
President & PEO
Jun 10, 2026 Insider
Donenberg Phillip B. was granted 12,500 shares
Director
Jun 10, 2026 Insider
Holmen Bob was granted 12,500 shares
Director
Jun 2, 2026 SEC
Sensei Biotherapeutics filed Amendment No. 1 to its 2025 Form 10-K solely to revise Part I Item 1 (Business) in response
10-K/A — Impact 3/10
Inst.
Woodline Partners LP — NEW
361,010 shares ($11.4M)
Inst.
BANK OF AMERICA CORP — DOUBLED
33,025 shares ($1.0M)

Price Targets

$52.50 +303.8% upside Strong Buy
Current $13.00 Low $50.00 Median $52.50 High $55.00 4 analysts
$50.00 $55.00

Analyst Ratings

Strong Buy80% buy · 10 analysts
4Strong Buy
4Buy
2Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Jun 11, 2026 BTIG INITIATE Buy
May 29, 2026 Cantor Fitzgerald INITIATE Overweight
May 28, 2026 LUCID CAPITAL MARKETS INITIATE Buy
May 22, 2026 Citigroup INITIATE Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $-5.45 ▼ -712.8% $-10.07 — $-0.98 -39% YoY 4
Next Q $-5.67 ▼ -687.4% $-10.44 — $-1.00 -57% YoY 4
Current FY $-104.31 ▼ -3665.6% $-161.01 — $-20.08 -524% YoY 4
Next FY $-7.90 ▼ -109.6% $-13.86 — $-3.97 92% YoY 4

Top Institutional Holders

FundValueMove
Woodline Partners LP$11.4MNEW
FRANKLIN RESOURCES INC$4.2M
MARSHALL WACE, LLP$2.1M
GOLDMAN SACHS GROUP INC$1.9M
BANK OF AMERICA CORP$1.0MDOUBLED

Recent Insider Trades

DateInsiderTypeValue
Jun 10, 2026Gerry ChristopherA$0.00
Jun 10, 2026Donenberg PhillipA$0.00
Jun 10, 2026Holmen BobA$0.00
Jun 1, 2026Cambrian BioPharmaSELL$490.5K
Jun 1, 2026Peyer JamesSELL$490.5K
13 institutional holders with $24.1M total value (822,608 shares) as of 2026-Q1. Top holders: Woodline, FRANKLIN, MARSHALL. Net buying activity: 4 institutions added/increased vs 0 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1Woodline Partners LP361,010$11.4M47.2%NEW
2FRANKLIN RESOURCES INC133,506$4.2M17.5%
3MARSHALL WACE, LLP65,730$2.1M8.6%
4GOLDMAN SACHS GROUP INC61,568$1.9M8.1%
5BANK OF AMERICA CORP /DE/33,025$1.0M4.3%DOUBLED +10692.5%
6RENAISSANCE TECHNOLOGIES LLC32,041$1.0M4.2%DOUBLED +178.2%
7Brevan Howard Capital Management LP20,333$640.9K2.7%
8FRED ALGER MANAGEMENT, LLC18,337$578.0K2.4%
9BALYASNY ASSET MANAGEMENT L.P.16,205$510.8K2.1%
10MORGAN STANLEY8,795$277.2K1.2%DOUBLED +87850.0%
11VANGUARD CAPITAL MANAGEMENT LLC7,750$244.3K1.0%
12VANGUARD FIDUCIARY TRUST CO6,307$198.8K0.8%
13HRT FINANCIAL LP58,001$1.8K0.0%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
Woodline Partners LPNEW361,010$11.4M2026-Q1
BANK OF AMERICA CORP /DE/DOUBLED30633,025+10692.5%$1.0M2026-Q1
RENAISSANCE TECHNOLOGIES LLCDOUBLED11,51632,041+178.2%$1.0M2026-Q1
MORGAN STANLEYDOUBLED108,795+87850.0%$277.2K2026-Q1
BANK OF AMERICA CORP /DE/TRIM631306-51.5%$3.3K2025-Q4
UBS Group AGTRIM2,140873-59.2%$8.3K2025-Q3
UBS Group AGDOUBLED242,541+2126950.0%$16.8K2025-Q1
RENAISSANCE TECHNOLOGIES LLCTRIM215,572156,800-27.3%$76.8K2024-Q4
BANK OF AMERICA CORP /DE/TRIM258136-47.3%$67.002024-Q4
CITADEL ADVISORS LLCDOUBLED15,36666,044+329.8%$39.5K2024-Q3
NATIONAL BANK OF CANADA /FI/DOUBLED10,00045,575+355.8%$27.3K2024-Q3
BANK OF AMERICA CORP /DE/ADD139258+85.6%$154.002024-Q3
7 unique insiders with 24 transactions. Net insider value: -$756.6K ($500.0K bought, $1.3M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 10, 2026Gerry ChristopherPresident & PEOAWARD220,000
Jun 10, 2026Donenberg Phillip B.DirectorAWARD12,500
Jun 10, 2026Holmen BobDirectorAWARD12,500
Jun 1, 2026Cambrian BioPharma Inc10%+ OwnerSELL24,524$20.00$490.5K
Jun 1, 2026Peyer James10%+ OwnerSELL24,524$20.00$490.5K
Apr 10, 2026Donenberg Phillip B.DirectorAWARD23,100
Apr 10, 2026Craver JosiahPFO & PAOAWARD80,000
Apr 7, 2026MILLENNIUM MANAGEMENT LLC10%+ OwnerBUY1,108$33.38$37.0K
Apr 7, 2026MILLENNIUM MANAGEMENT LLC10%+ OwnerSELL2,115$28.94$61.2K
Apr 6, 2026MILLENNIUM MANAGEMENT LLC10%+ OwnerSELL1,214$31.02$37.7K
Apr 6, 2026MILLENNIUM MANAGEMENT LLC10%+ OwnerBUY1,104$31.02$34.2K
Apr 2, 2026MILLENNIUM MANAGEMENT LLC10%+ OwnerSELL3,099$30.86$95.6K
Apr 2, 2026MILLENNIUM MANAGEMENT LLC10%+ OwnerBUY26$33.47$870.23
Apr 1, 2026MILLENNIUM MANAGEMENT LLC10%+ OwnerBUY1,161$31.53$36.6K
Apr 1, 2026MILLENNIUM MANAGEMENT LLC10%+ OwnerSELL1,104$31.52$34.8K
Mar 31, 2026MILLENNIUM MANAGEMENT LLC10%+ OwnerSELL191$24.28$4.6K
Mar 31, 2026MILLENNIUM MANAGEMENT LLC10%+ OwnerBUY616$24.69$15.2K
Mar 30, 2026MILLENNIUM MANAGEMENT LLC10%+ OwnerSELL518$25.85$13.4K
Mar 30, 2026MILLENNIUM MANAGEMENT LLC10%+ OwnerBUY2,992$25.08$75.0K
Mar 27, 2026MILLENNIUM MANAGEMENT LLC10%+ OwnerSELL469$26.77$12.6K
Mar 27, 2026MILLENNIUM MANAGEMENT LLC10%+ OwnerBUY10,643$26.29$279.8K
Mar 26, 2026MILLENNIUM MANAGEMENT LLC10%+ OwnerSELL583$26.88$15.7K
Mar 26, 2026MILLENNIUM MANAGEMENT LLC10%+ OwnerBUY778$27.23$21.2K
Feb 13, 2026Donenberg Phillip B.DirectorAWARD1,900
12 SEC filing reports analyzed. Sentiment: 0 bullish, 4 bearish, 0 mixed, 8 neutral. Avg impact: 4.4/10.
NEUTRAL S-3/A 4/10
Sensei Biotherapeutics filed Amendment No. 2 to its S-3 shelf registration to register 24,868,028 co
Jun 10, 2026
NEUTRAL 8-K 3/10
Sensei Biotherapeutics filed an 8-K reporting the results of its June 10, 2026 annual meeting. Stock
Jun 10, 2026
NEUTRAL 10-K/A 3/10
Sensei Biotherapeutics filed Amendment No. 1 to its 2025 Form 10-K solely to revise Part I Item 1 (B
Jun 2, 2026
BEARISH S-3/A 6/10
Sensei Biotherapeutics filed an S-3/A to register up to 24,868,028 shares of common stock for resale
Jun 2, 2026
BEARISH CLUSTER 7/10
Two 10% owners of Sensei Biotherapeutics sold a combined $981K in open-market sales at $20/share, re
Jun 1, 2026
NEUTRAL DEFA14A 3/10
Sensei Biotherapeutics filed a DEFA14A supplement to its definitive proxy statement, updating board
May 22, 2026
NEUTRAL 8-K 2/10
Sensei Biotherapeutics filed an 8-K disclosing that director nominee Karen Vousden requested a delay
May 22, 2026
NEUTRAL DEFA14A 5/10
Sensei Biotherapeutics filed a DEFA14A proxy supplement providing unaudited pro forma financials for
May 21, 2026
NEUTRAL 8-K 4/10
Sensei Biotherapeutics reported Q1 2026 results showing a net loss of $170.2M ($131.45/share), prima
May 15, 2026
BEARISH 144 5/10
Cambrian BioPharma Inc., a 10% stockholder of Sensei Biotherapeutics, filed a Form 144 on April 29,
Apr 29, 2026
BEARISH S-3 6/10
Sensei Biotherapeutics filed an S-3 registration statement to register up to 24,868,028 shares of co
Apr 28, 2026
NEUTRAL DEFA14A 5/10
Sensei Biotherapeutics filed additional definitive proxy materials urging stockholders to vote FOR a
Apr 27, 2026

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Strong Buy (80% buy). Based on 10 analysts: 4 strong buy, 4 buy, 2 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$52.50 mean target +303.8% upside Strong Buy (1.00)
$50.00 Low $55.00 High
MetricValue
Current Price$13.00
Target Low$50.00
Target Mean$52.50
Target Median$52.50
Target High$55.00
# Analysts4
RecommendationStrong Buy (1.00)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$-5.45 $-10.07 $-0.98 -39.3% -712.8% $0.0B 0.0% 4
Next Q
2026-09-30
$-5.67 $-10.44 $-1.00 -56.6% -687.4% $0.0B 0.0% 4
Current FY
2026-12-31
$-104.31 $-161.01 $-20.08 -523.8% -3665.6% $0.0B 0.0% 4
Next FY
2027-12-31
$-7.90 $-13.86 $-3.97 92.4% -109.6% 2↑ 0↓ $0.0B 0.0% 4

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$-5.446
7d ago$-3.905-1.541
30d ago$-0.670-4.776
60d ago$0.000-5.446
90d ago$0.000-5.446
4 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 4 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 11, 2026 BTIG INITIATE Buy
May 29, 2026 Cantor Fitzgerald INITIATE Overweight
May 28, 2026 LUCID CAPITAL MARKETS INITIATE Buy
May 22, 2026 Citigroup INITIATE Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20264420080%
May 1, 20263320075%
Apr 1, 2026003120%
Mar 1, 2026003120%
Feb 1, 2026003120%
Jan 1, 20263320075%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

Recent Reddit Threads

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r/stocks Neutral 3mo ago
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May 4, 2026
earnings_calendar
SNSE Q1 2026 Earnings Scheduled — 2026-05-04
Mar 26, 2026
earnings_calendar
SNSE Q4 2025 Earnings After Market Close — 2026-03-26
Mar 16, 2026
short_interest
FTD: SNSE — 26,041 shares ($0.8M) failed to deliver
Settlement: 20260316, Price: $32.28, FTD Value: $840,603.48, SENSEI BIOTHERAPEUTICS INC COM
Mar 11, 2026
short_interest
FTD: SNSE — 17,191 shares ($0.5M) failed to deliver
Settlement: 20260311, Price: $30.00, FTD Value: $515,730, SENSEI BIOTHERAPEUTICS INC COM
Feb 20, 2026
short_interest
FTD: SNSE — 22,842 shares ($0.6M) failed to deliver
Settlement: 20260220, Price: $27.22, FTD Value: $621,759.24, SENSEI BIOTHERAPEUTICS INC COM
Feb 19, 2026
short_interest
FTD: SNSE — 73,294 shares ($1.9M) failed to deliver
Settlement: 20260219, Price: $26.25, FTD Value: $1,923,967.5, SENSEI BIOTHERAPEUTICS INC COM