# SenesTech, Inc. (SNES)

> Source: Nexqual · https://nexqual.com/SNES · data as of 2026-10-23 20:00 UTC · cite as "Nexqual, SenesTech, Inc. (SNES), nexqual.com/SNES" · informational, not investment advice.

**Price:** USD 0.84 (+5.13% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 0.8 · day 0.77–0.86 · 52w 0.55–3.8 · market cap $4.5M · NCM

## Key facts
- Last four reported quarters (through Jun 30, 2026): revenue $2.4M, net income -$7.0M (-294.7% margin), free cash flow -$6.7M (SEC filings).
- Insider open-market purchases, last ~7 months: 17 Form 4 filings, $1.1M; 0 by opportunistic insiders, 0 by routine insiders.
- Total return with dividends: 1Y -77.7% vs S&P 500 +13.4%; 5Y -100.0% vs S&P 500 +76.9%.
- Next earnings: 2026-11-09, EPS estimate USD -0.33, revenue estimate $797K.

## Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $600K | $1.0M | $1.2M | $1.9M | $2.2M | $2.4M |
| Gross profit | $244K | $464K | $539K | $1.0M | $1.4M | — |
| Operating income | -$8.9M | -$9.7M | -$7.7M | -$6.2M | -$6.5M | -$7.2M |
| Net income | -$8.3M | -$9.7M | -$7.7M | -$6.2M | -$6.4M | -$7.0M |
| EPS (diluted) | -$1772.40 | -$1480.80 | -$115.10 | -$8.86 | -$1.95 | — |
| Free cash flow | -$7.9M | -$8.8M | -$7.7M | -$6.1M | -$5.9M | -$6.7M |
| Gross margin | 40.7% | 45.5% | 45.2% | 54.1% | 62.5% | — |
| Operating margin | -1489.0% | -949.4% | -648.1% | -336.5% | -292.9% | -303.7% |
| Net margin | -1378.0% | -951.4% | -646.3% | -333.0% | -287.4% | -294.7% |
| Revenue growth | +112.8% | +69.8% | +17.1% | +55.7% | +19.6% | — |
| Cash + short-term investments | $9.3M | $4.8M | $5.4M | $1.3M | $8.6M | — |
| Total debt | $32K | $0K | $156K | $206K | $145K | — |
Fiscal years end Dec. EPS is split-adjusted.

## Valuation (price ÷ last four quarters, through Jun 30, 2026)
P/S 1.9x · EV/Sales -0.2x · P/B 0.7x · FCF yield -151.21% · Earnings yield -157.06% · Net cash $5.0M · EV -$534K

## Insider purchases (SEC Form 4, open-market, last ~7 months)
17 purchases, $1.1M. Private placements, offerings, dividend reinvestment and employee stock purchase plan buys are excluded.
| Trade date | Insider | Role | Shares | Value | Avg price | Insider type |
|---|---|---|---|---|---|---|
| 2026-10-20…2026-10-22 | Glenbrook Capital Management |  | 103,875 | $75K | 0.72 | Too little history (no open-market trades in 2023–2025) |
| 2026-10-15…2026-10-19 | Glenbrook Capital Management |  | 983,804 | $706K | 0.72 | Too little history (no open-market trades in 2023–2025) |
| 2026-09-28 | Edell Michael | Chief Executive Officer | 2,000 | $1K | 0.64 | Too little history (no open-market trades in 2023–2025) |
| 2026-09-14 | Edell Michael | Chief Executive Officer | 1,000 | $1K | 0.84 | Too little history (no open-market trades in 2023–2025) |
| 2026-09-09 | Edell Michael | Chief Executive Officer | 2,000 | $2K | 0.87 | Too little history (no open-market trades in 2023–2025) |
| 2026-08-14 | Edell Michael | Chief Executive Officer | 1,000 | $1K | 1.21 | Too little history (no open-market trades in 2023–2025) |
| 2026-08-06…2026-08-07 | Glenbrook Capital Management |  | 21,490 | $28K | 1.3 | Too little history (no open-market trades in 2023–2025) |
| 2026-07-20 | Glenbrook Capital Management |  | 35,000 | $52K | 1.47 | Too little history (no open-market trades in 2023–2025) |
| 2026-07-07 | Edell Michael | Chief Executive Officer | 1,000 | $1K | 1.43 | Too little history (no open-market trades in 2023–2025) |
| 2026-06-30 | Glenbrook Capital Management |  | 35,000 | $53K | 1.51 | Too little history (no open-market trades in 2023–2025) |
| 2026-06-24…2026-06-29 | Glenbrook Capital Management |  | 25,416 | $39K | 1.54 | Too little history (no open-market trades in 2023–2025) |
| 2026-06-17…2026-06-22 | Glenbrook Capital Management |  | 8,264 | $14K | 1.64 | Too little history (no open-market trades in 2023–2025) |
| 2026-06-08 | Edell Michael | Chief Executive Officer | 1,000 | $2K | 1.55 | Too little history (no open-market trades in 2023–2025) |
| 2026-06-04…2026-06-08 | Glenbrook Capital Management |  | 28,389 | $46K | 1.6 | Too little history (no open-market trades in 2023–2025) |
| 2026-05-14…2026-05-18 | Glenbrook Capital Management |  | 32,120 | $53K | 1.67 | Too little history (no open-market trades in 2023–2025) |
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | -77.7% | -100.0% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | -77.8% | -81.2% |
| Volatility (annualized) | 85.0% | 97.6% |
| Max drawdown | -83.3% (Oct 2025→Oct 2026) | -100.0% (Nov 2021→Oct 2026) |

## Peers (Specialty Chemicals)
BCPC (Balchem Corporation) USD 177 +2.18% · SXT (Sensient Technologies Corporati) USD 132.65 +1.31% · AXTA (Axalta Coating Systems Ltd.) USD 34.14 -2.60% · EMN (Eastman Chemical Company) USD 64.93 -0.58% · NEU (NewMarket Corp) USD 870.6 -0.65% · ESI (Element Solutions Inc.) USD 33.21 +0.30%

## More
Full page: https://nexqual.com/SNES · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt

## Customer concentration

Period ended 2026-06-30: 45%, 2% of revenue from unnamed direct customers (10-Q, filed 2026-08-06).

## Company outlook (8-K filed 2026-10-15)

- "These include statements regarding the Company's expected third quarter 2026 revenue, anticipated momentum in e-commerce and increasing traction in B2B, expected progress across the Company's commercial model, and anticipated continued, improved metrics going forward."

## Analyst estimates and revisions

| Period | EPS est. | 90d ago | Change | Revenue est. | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends 2026-09-30) | $-0.33 | $-0.35 | -7.1% | $797,000 | 2 |
| Next quarter (ends 2026-12-31) | $-0.33 | $-0.34 | -4.4% | $868,000 | 2 |
| Current fiscal year (ends 2026-12-31) | $-1.39 | $-1.36 | +1.8% | $2.9M | 2 |
| Next fiscal year (ends 2027-12-31) | $-1.10 | $-1.30 | -15.0% | $4.5M | 2 |