Senestech (NASDAQ:SNES) Posts Quarterly Earnings Results, Beats Expectations By $0.01 EPS

Senestech (NASDAQ:SNES) released its earnings results on Thursday. The company reported ($0.29) EPS for the quarter, topping the consensus estimate of ($0.30) by $0.01, Zacks reports. The business had revenue of $0.42 million during the quarter, compared to analysts’ expectations of $0.78 million. Senestech had a negative return on equity of 85.69% and a negative net margin of 287.39%.

Here are the key takeaways from Senestech’s conference call:

• The company reported full-year revenue of $2.2M (up 20%; ~30% excluding an Amazon transition drag), with e‑commerce revenue up 88% and now representing over half of total sales after bringing Amazon selling directly in‑house to improve presentation, marketing and margins.
• Commercial momentum includes municipal deployments (Chicago reorders, New York trial concluding in spring), retail outreach that could produce large pallet orders, and international progress such as regulatory approval and an initial shipment to New Zealand.
• Profitability remains a concern: GAAP net loss was $6.4M (including about $631K of one‑time legal costs), adjusted net loss ~ $5.6M and adjusted EBITDA loss improved to ~$5.3M, although the company ended the year with $8.6M in cash and short‑term investments.
• Leadership is in transition after the CEO’s retirement; an interim executive chair has been appointed and the board is conducting a formal search for a CEO focused on scaling commercialization and operational discipline.

Senestech Price Performance

Shares of NASDAQ SNES opened at $1.92 on Friday. The company has a current ratio of 15.75, a quick ratio of 14.73 and a debt-to-equity ratio of 0.01. The firm’s 50-day moving average price is $2.07 and its 200-day moving average price is $3.04. Senestech has a 1-year low of $1.30 and a 1-year high of $6.24. The firm has a market capitalization of $10.02 million, a P/E ratio of -0.69 and a beta of 0.15.

Trending Headlines about Senestech

Here are the key news stories impacting Senestech this week:

• Positive Sentiment: Company says 2025 results were driven by strong e‑commerce growth and management is targeting accelerated e‑commerce expansion in 2026 — this supports a longer‑term revenue recovery narrative. SenesTech Announces 2025 Financial Results
• Positive Sentiment: Q4 2025 EPS slightly beat consensus (reported ($0.29) vs. estimate ($0.30)), which limits the downside from expectations on profitability for the quarter. Q4 2025 Earnings Summary
• Neutral Sentiment: Full earnings and conference call transcripts are available for investors who want management’s operational detail and tone (useful for judging execution on e‑commerce and litigation updates). Earnings Call Transcript
• Neutral Sentiment: HC Wainwright’s note includes a long‑range positive view (FY2030 EPS of $0.31) — this is a multi‑year projection that signals potential upside if execution and market conditions improve, but it’s far enough out to be speculative.
• Negative Sentiment: Revenue materially missed consensus in Q4 ($0.42M reported vs. $0.78M expected) and the company reported very negative margins and ROE, highlighting near‑term profitability and scaling concerns. Press Release / Financials
• Negative Sentiment: HC Wainwright lowered its FY2029 estimate (to $0.06 from $0.09) and issued negative near‑term EPS forecasts for 2026 quarters (roughly ($0.33)–($0.35) per quarter), which likely pressured sentiment and contributed to the selloff.
• Negative Sentiment: Management transition and ongoing litigation were discussed; while management says it’s resolving litigation and focusing on e‑commerce, the CEO transition plus legal uncertainty increase execution risk in the near term. CEO Transition & Litigation Article

Analyst Ratings Changes

Separately, Weiss Ratings restated a “sell (e+)” rating on shares of Senestech in a report on Monday, December 29th. One analyst has rated the stock with a Strong Buy rating, one has given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Hold”.

Insider Activity

In other news, major shareholder Glenbrook Capital Management acquired 42,739 shares of Senestech stock in a transaction dated Monday, February 2nd. The shares were purchased at an average cost of $1.98 per share, for a total transaction of $84,623.22. Following the transaction, the insider owned 593,785 shares of the company’s stock, valued at $1,175,694.30. This trade represents a 7.76% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the SEC, which is available through the SEC website. In the last three months, insiders bought 173,954 shares of company stock valued at $367,303. 5.29% of the stock is currently owned by corporate insiders.

Institutional Trading of Senestech

Hedge funds have recently bought and sold shares of the company. Jane Street Group LLC bought a new position in Senestech during the fourth quarter valued at approximately $32,000. XTX Topco Ltd bought a new stake in shares of Senestech in the 4th quarter worth approximately $54,000. Geode Capital Management LLC purchased a new stake in shares of Senestech in the 2nd quarter valued at $59,000. Millennium Management LLC purchased a new stake in shares of Senestech in the 3rd quarter valued at $126,000. Finally, DRW Securities LLC grew its holdings in shares of Senestech by 171.1% during the 4th quarter. DRW Securities LLC now owns 82,107 shares of the company’s stock valued at $176,000 after purchasing an additional 51,818 shares during the last quarter. Institutional investors own 5.19% of the company’s stock.

Senestech Company Profile

SenesTech, Inc (NASDAQ: SNES) is a biotechnology company specializing in non-lethal pest management solutions. The company’s core focus is the development and commercialization of fertility-based control methods for commensal rodents, providing an alternative to traditional rodenticides. By targeting the reproductive cycle of rats, SenesTech aims to reduce rodent populations over time without the use of toxic chemicals, offering a more sustainable approach for pest management professionals.

The company’s flagship product, ContraPest®, is an EPA-registered liquid bait that disrupts rodent reproduction.