FTH
Sensei Biotherapeutics, Inc.
Next earnings Aug 3, 2026 · consensus $-6.53 EPS
Last earnings +3.1% on 2026-05-15
$22.87
▼ -7.30%$22.87▲ +183.75%
over 1Y
L $6.80EODHDH $35.07
Earnings Dividend Split Congress buy Congress sellGrouped by date · hover a pin to expand
Today-7.3%
1W-1.4%
1M+37.4%
3M-17.4%
YTD+137.1%
1Y+183.7%
Avoid
Conviction
Horizon
Medium (3–12mo)
Street · 10 analysts
Buy
Clinical-stage biotech with no revenue, $283M accumulated deficit, and a just-pivoted pipeline trading on hope, not fundamentals.
Net income -$21.1M · FY2025
FTH is a pre-revenue clinical-stage biotech that has, in essence, just become a different company. The MD&A discloses a 1-for-20 reverse stock split effective June 16, 2025, a 65% reduction in force in November 2025 (the '2025 Restructuring'), and a February 17, 2026 acquisition of Faeth Therapeutics that brought in the new lead asset PIKTOR and $200M in gross private-placement proceeds. The reported balance sheet — $22.9M total assets, $8.67M cash, $18.6M equity, 1.34M shares outstanding — reflects only the pre-acquisition shell and is essentially obsolete; the real story is the post-deal capital structure, which is not in the numbers provided.
Financials · annual, by fiscal year
| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | — | — | — | — | — |
| Gross profit | — | — | — | — | — |
| Operating income | -$37.5M | -$50.2M | -$37.1M | -$32.6M | -$22.3M |
| Net income | -$36.8M | -$48.6M | -$34.1M | -$30.2M | -$21.1M |
| Diluted EPS | -$1.33 | -$1.58 | -$1.22 | -$24.01 | -$16.72 |
| Net margin | — | — | — | — | — |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Key statistics
Valuation
Enterprise value$22.6M
EV / EBITDA—
EV / Sales—
EV / FCF—
P / FCF—
PEG (trailing)—
Earnings yield-68.8%
FCF yield-66.8%
Quality & risk
ROIC (est.)-91.9%
Free cash flow-$20.5M
Total debt$567K
Net cash$8.10M
Piotroski F-Score2/6
Capital returns
Buyback yield33.9%
Dividend yield (est.)—
Shareholder yield33.9%
Shares Δ YoY-94.7%
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
Disclosure timeline
SEC · 8-Ks + reportsRecent disclosure tone has been improving.
- 8-K Material agreement2026-06-18
Entered new material agreement; disclosed other events with exhibits
- 8-K Agreement terminated2026-06-15
Post-acquisition reshuffle: contract terminated, officer/charter changes, Reg FD
- 8-K Officer / director change2026-06-10
Amended shelf registration; preserves access to future equity issuance
- S-3/A Shelf registration (potential raise)2026-06-10
Amended shelf registration; preserves access to future equity issuance
- 10-K/A Restated periodic report2026-06-02
Further shelf amendment refining resale/primary terms post-Faeth deal
- S-3/A Shelf registration (potential raise)2026-06-02
Further shelf amendment refining resale/primary terms post-Faeth deal
- 8-K Other event2026-05-22
Other-events disclosure, no material financial change reported
- 8-K Other event2026-05-21
Other-events update with exhibit, likely press release on PIKTOR/integration
- 8-K Earnings results2026-05-15
Q1'26 10-Q reflects Faeth close + $200M PIPE; pipeline rebuilt around PIKTOR
Recent filings
all on EDGAR ↗4Period ending 2026-06-242026-06-26open ↗4Period ending 2026-06-222026-06-24open ↗4Period ending 2026-06-222026-06-24open ↗3Period ending 2026-06-132026-06-23open ↗SCHEDULE 13GFiling2026-06-23open ↗SCHEDULE 13GFiling2026-06-23open ↗8-KPeriod ending 2026-06-152026-06-18open ↗S-3ASRFiling2026-06-18open ↗4Period ending 2026-06-122026-06-16open ↗4Period ending 2026-06-152026-06-16open ↗3Period ending 2026-06-122026-06-16open ↗4Period ending 2026-06-122026-06-16open ↗
Frequently asked
- Is Sensei Biotherapeutics, Inc. (FTH) a buy?
- FTH currently carries a Avoid rating with 4/5 conviction, derived from its latest SEC filings. Clinical-stage biotech with no revenue, $283M accumulated deficit, and a just-pivoted pipeline trading on hope, not fundamentals.
- What is Sensei Biotherapeutics, Inc.'s quality score?
- FTH scores 59.87179487179487/100 (grade C) on a SEC-grounded quality model spanning value, growth, profitability, financial health and momentum.
Sources: SEC EDGAR (CIK 0001829802, latest 10-Q filed 2026-05-15) · EODHD · analysis by claude-code · as of 6/25/2026, 3:18:10 PM.
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