Sensus Healthcare (NASDAQ:SRTS) Releases Earnings Results, Misses Estimates By $0.04 EPS

Sensus Healthcare (NASDAQ:SRTS) issued its earnings results on Thursday. The company reported ($0.16) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of ($0.12) by ($0.04), Zacks reports. Sensus Healthcare had a negative return on equity of 15.41% and a negative net margin of 34.50%.The company had revenue of $3.39 million during the quarter, compared to analyst estimates of $5.32 million.

Here are the key takeaways from Sensus Healthcare’s conference call:

• Sensus says new dedicated CPT codes effective Jan 1, 2026 materially improve reimbursement — including about a 300% increase in the per‑fraction delivery code — and early EOBs show payers are processing claims, which management says is driving stronger physician interest and pipeline growth.
• Q1 revenue was $3.4 million versus $8.3 million a year ago primarily because there were no sales to the company’s historically largest customer; adjusted EBITDA was negative $4.2 million and net loss was $2.6 million, though management notes underlying growth when excluding that customer.
• Management is prioritizing recurring revenue through the Sensus Link software and the Fair Deal/rental program (18 active Fair Deal sites, 9 pending), and highlighted a reimbursable weekly radiation physics code (~$93.85/week) that can be monetized and shared with customers via Sensus Link.
• Commercial expansion initiatives — 14 systems shipped in Q1 (10 direct, 4 Fair Deal/rental), ~70% purchases of systems in the quarter, the launch of Sensus Healthcare Financial Services, and a stronger conference-driven pipeline — underpin management’s expectation of higher Q2/H2 revenue and a path to full‑year profitability.

Sensus Healthcare Trading Down 25.1%

NASDAQ SRTS traded down $1.03 during trading hours on Friday, reaching $3.08. 665,134 shares of the company’s stock were exchanged, compared to its average volume of 44,897. The stock has a market cap of $50.70 million, a PE ratio of -6.55 and a beta of 1.19. Sensus Healthcare has a one year low of $2.82 and a one year high of $5.92. The firm has a fifty day moving average of $4.14 and a 200-day moving average of $4.16.

Analysts Set New Price Targets

SRTS has been the subject of a number of recent research reports. Wall Street Zen cut Sensus Healthcare from a “sell” rating to a “strong sell” rating in a report on Saturday. Citigroup reissued a “buy” rating on shares of Sensus Healthcare in a report on Friday. Alliance Global Partners initiated coverage on Sensus Healthcare in a report on Friday, March 6th. They issued a “buy” rating and a $7.50 target price for the company. Weiss Ratings reissued a “sell (d)” rating on shares of Sensus Healthcare in a report on Tuesday, April 21st. Finally, Maxim Group dropped their target price on Sensus Healthcare from $8.00 to $6.00 and set a “buy” rating for the company in a report on Tuesday, February 17th. Five equities research analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $6.88.

Sensus Healthcare News Roundup

Here are the key news stories impacting Sensus Healthcare this week:

• Positive Sentiment: Sensus said it has amicably resolved its commercial dispute with SkinCure Oncology, which could reduce legal uncertainty and support a more stable operating outlook. Sensus Healthcare Announces Amicable Resolution of Commercial Dispute with SkinCure Oncology
• Positive Sentiment: Management outlined a full-year profitability goal for 2026, saying new CPT codes are now taking effect and could improve reimbursement and demand trends. Sensus outlines full year profitability goal for 2026 as new CPT codes take effect
• Neutral Sentiment: Recent earnings-call coverage focused on management’s recovery narrative and operational commentary, but did not add materially new financial information beyond the quarter’s results. Sensus Healthcare Charts Recovery Path Amid Revenue Drop
• Negative Sentiment: First-quarter 2026 results showed revenue of about $3.4 million, well below the prior year’s $8.3 million, while EPS of $(0.16) missed estimates and margins remained negative, reinforcing concerns about the company’s near-term growth and profitability. Sensus Healthcare Reports First Quarter 2026 Financial Results and Business Highlights

Institutional Investors Weigh In On Sensus Healthcare

A number of large investors have recently bought and sold shares of SRTS. Geode Capital Management LLC grew its position in Sensus Healthcare by 2.5% during the 2nd quarter. Geode Capital Management LLC now owns 153,917 shares of the company’s stock worth $730,000 after acquiring an additional 3,766 shares during the last quarter. Jane Street Group LLC bought a new stake in Sensus Healthcare during the 4th quarter worth approximately $79,000. State Street Corp grew its position in Sensus Healthcare by 5.2% during the 4th quarter. State Street Corp now owns 69,252 shares of the company’s stock worth $276,000 after acquiring an additional 3,400 shares during the last quarter. Ingalls & Snyder LLC bought a new stake in Sensus Healthcare during the 4th quarter worth approximately $219,000. Finally, Greenline Wealth Management LLC bought a new stake in Sensus Healthcare during the 4th quarter worth approximately $513,000. 25.30% of the stock is currently owned by institutional investors.

Sensus Healthcare Company Profile

Sensus Healthcare, Inc is a medical technology company specializing in the development, manufacture and commercialization of superficial radiation therapy (SRT) systems. The company’s SRT devices utilize low-energy X-rays to treat a range of dermatological and oncological conditions, most notably non-melanoma skin cancers such as basal cell carcinoma and squamous cell carcinoma, as well as benign lesions including keloids. By delivering targeted radiation to superficial tissue layers, Sensus Healthcare’s systems aim to provide an alternative to surgical excision or systemic therapies, offering clinicians a non-invasive treatment option for eligible patients.

The company’s flagship products include the SRT-100™ and SRT-100+™ platforms, which feature handheld applicators, adjustable energy settings and integrated safety controls.