Senti Biosciences
Gene-circuit developer for programmable cell and gene therapies.
Something off on this page? Send us feedback.
Profile
Develops programmable gene-circuit technologies for cell and gene therapies, centered on the clinical-stage CAR-NK candidate SENTI-202. Revenue derives from collaborations and option arrangements rather than product sales, while a pending transaction would move the core pipeline to a private NewCo.
Develops modular DNA Gene Circuits that program engineered cells to sense biological inputs, apply logic, and produce a therapeutic response. The platform's families include Logic Gating, Multi-Arming, Regulator Dial, and Smart Sensor technologies.
Centers its current pipeline on SENTI-202, an off-the-shelf donor-derived CAR-NK therapy in a study across the United States and Australia for blood cancers. Clinical manufacturing is provided by related-party GeneFab, while research collaborations with BlueRock support regenerative-medicine programs. No product is approved for sale, and reported revenue is collaboration- or option-related rather than product sales.
Faces a pending asset sale to a Celadon affiliate that would transfer the Gene-Circuit pipeline, including SENTI-202, to a private NewCo. The listed parent would retain Regulator Dial assets and early programs for Rett syndrome and armored tumor-infiltrating lymphocytes; closing requires stockholder approval and other conditions.
Company facts
Key statistics
Year to date −66.2% · Average volume (30d) 236.0K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Target |
|---|---|---|---|
| Nov 21, 2025 | Leerink Partners | Target | $6 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 14, 2026Q2 FY26 | −$0.33 | −$0.41 | −24.2% | $17.0K | $17.0K | 0.0% | +16.93% |
| May 14, 2026Q1 FY26 | −$0.27 | −$0.36 | −33.3% | $16.0K | $16.0K | 0.0% | −2.88% |
| Mar 27, 2026Q4 FY25 | −$0.43 | −$0.38 | +11.6% | $1.0M | $22.0K | −97.8% | −2.32% |
| Nov 13, 2025Q3 FY25 | −$0.59 | −$0.69 | −16.9% | $250.0K | — | — | −10.06% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $0 | $0 | $0 | $22.0K | $16.0K | $17.0K | |
| Gross profit | −$926.0K | −$1.5M | −$904.0K | −$871.0K | $16.0K | −$650.0K | |
| Operating income | −$16.4M | −$16.8M | −$16.9M | −$13.6M | −$11.5M | −$14.5M | |
| Net income | −$14.1M | −$14.7M | −$18.1M | −$14.5M | −$4.2M | −$12.8M | |
| Diluted EPS | −$3.07 | −$0.56 | −$0.69 | −$0.53 | −$0.14 | −$0.41 | |
| Gross margin | — | — | — | -3,959.1% | 100.0% | -3,823.5% | |
| Operating margin | — | — | — | -61,745.5% | -71,862.5% | -85,229.4% |
Fiscal years (4-quarter sums)FY21 $2.5M · FY22 $3.5M · FY23 $2.5M · FY24 $0 · FY25 $22.0K
Revenue by product · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $6.5M · Total debt $20.2M · Total assets $33.1M · Shareholders' equity −$3.4M
Dividends
No dividends on record.
Ownership
Shares outstanding 31.14M · Float 12.28M · 39.4% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| CPIF II-7 Limited | 25.75M | 54.60% | 13D | Jul 16, 2026 |
| Celadon Partners SPV 24 · 10 percent owner | 9.78M | 31.39% | Form 4 | Mar 14, 2025 |
| Bayer HealthCare LLC | 6.14M | 17.82% | 13D | Apr 16, 2026 |
| New Enterprise Associates 15, L.P. | 3.78M | 12.10% | 13D | Mar 31, 2026 |
| Nantahala Capital Management, LLC | 2.22M | 8.12% | 13G | May 15, 2025 |
Insider tradesForm 4
No open-market trades in the last 12 months.
View detailsPeers
- Allogene Therapeutics
Off-the-shelf CAR-T platform challenges CAR-NK in oncology.
- Caribou Biosciences
Genome-edited allogeneic CAR-T targets blood cancers.
- Fate
iPSC-derived off-the-shelf CAR programs compete in oncology.
- CRISPR Therapeutics
Edited allogeneic CAR-T competes in blood cancers.
- Century Therapeutics
iPSC-derived CAR-iT platform competes for scalable cell therapy.
- Nkarta
Engineered allogeneic CAR-NK platform is a direct modality rival.
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Senti Biosciences | $0.3946 | +6.08% | $11.7M | — | — | 213.5 | — |
| Allogene Therapeutics | $2.01 | −0.09% | $697.2M | — | — | 150.3 | — |
| Caribou Biosciences | $1.65 | +2.17% | $160.7M | — | — | 16.0 | −43.8% |
| Fate | $2.43 | +0.60% | $283.2M | — | — | 43.6 | +9.2% |
| CRISPR Therapeutics | $57.50 | −0.35% | $5.57B | — | — | 415.7 | +1,041.4% |
| Century Therapeutics | $2.03 | +0.25% | $175.3M | — | — | — | — |
| Nkarta | $2.80 | +1.45% | $197.5M | — | — | — | — |
| Median | — | — | 96.9 | +9.2% |