Senti Biosciences Inc (NASDAQ:SNTI) Q3 2025 Earnings Miss Estimates, Stock Falls on Revenue and EPS Shortfall

Senti Biosciences Inc (NASDAQ:SNTI), a clinical-stage biotechnology firm, reported its third quarter 2025 financial results on November 13, 2025. The company's earnings and revenue figures fell short of analyst expectations, a development that appears to have contributed to negative after-hours trading movement. While the financial performance missed targets, the company confirmed an important upcoming clinical data milestone that represents a significant near-term catalyst for the business.

Financial Performance Versus Estimates

The third quarter results revealed substantial deviations from analyst projections across key financial metrics. The company reported no revenue for the quarter, contrasting sharply with expectations, while its earnings per share also failed to meet consensus estimates.

• Revenue: Reported $0.0 versus an estimate of approximately $170,000
• Earnings Per Share (Non-GAAP): Reported -$0.69 versus an estimate of -$0.578

The complete absence of revenue against expectations, combined with a wider-than-expected loss per share, presents a challenging quarterly financial picture. For a development-stage biotechnology company, investor focus often balances financial metrics against clinical progress, but missing both top and bottom-line estimates typically creates headwinds for the stock price.

Market Reaction

The market's immediate response to the earnings release was negative. In after-hours trading following the announcement, the stock declined approximately 5%. This price action suggests that investors were disappointed by the earnings miss. This short-term reaction adds to what has been a difficult period for the stock, which has declined over the past month. The market appears to be weighing the current financial results more heavily than the company's forward-looking clinical pipeline updates in its immediate valuation assessment.

Pipeline and Corporate Highlights

Beyond the financial figures, the earnings press release served to update investors on Senti Bio's primary clinical development program. The company confirmed that the next clinical data readout for its Phase 1 SENTI-202 study in Acute Myeloid Leukemia (AML) is scheduled for presentation at the American Society of Hematology (ASH) Annual Meeting in December. SENTI-202 is a core asset for the company, described as a potential first-in-class Logic Gated off-the-shelf CAR-NK cell therapy. The data presented at this prestigious medical conference will be a critical event for validating the company's proprietary Gene Circuit platform and the therapeutic potential of its lead candidate.

Looking Ahead

Analyst estimates provide a benchmark for future performance. For the upcoming fourth quarter of 2025, the consensus estimates project sales of approximately $340,000 and an EPS of -$0.50. For the full 2025 year, analysts are estimating sales of around $680,000. The company's press release did not provide its own financial guidance for these periods, making a direct comparison to management's expectations unavailable. The absence of company-provided guidance is not unusual for clinical-stage biotech firms, which often have highly unpredictable revenue streams. Investors will be watching closely to see if the company can meet these future sales estimates as it continues to burn cash to fund its research and development activities.

For a detailed look at historical earnings and future analyst estimates for Senti Biosciences, you can review the data here.

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