Mark Hake Blog | SenesTech Generates Strong Revenue Growth - Huge Upside Possible | TalkMarkets

Mark Hake

Chartered Financial Analyst (CFA)
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Mark Hake is a Chartered Financial Analyst (CFA) and presently consults with technology companies, writes financial articles online, and manages assets. Presently, Mr. Hake publishes articles on stocks, options, and personal finance on Barchart, GuruFocus, and Kiplinger. Mr. Hake formerly ran ...more
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SenesTech Generates Strong Revenue Growth - Huge Upside Possible

Date: Monday, November 17, 2025 10:28 AM EST

SenesTech (SNES), which sells rat fertility-suppression products, reported excellent Q3 progress on Nov. 10, with revenue up +43.2% YoY and +10.4% QoQ. There are many catalysts for this company, which could make SNES stock worth buying.

For example, along with the release, SenesTech announced it is now selling its main product, Evolve, on Lowes.com (LOW). That complements its other e-commerce sales on Amazon.com (AMZN), a recent Sept. 2025 debut on Home Depot.com (HD), and other e-commerce sites, including on its own site.

As a result, SNES stock looks cheap here with a market cap of $15.0 million (undiluted) at low price per share. This is despite having $10.2 million in cash and no debt.

Read the full article for free on TalkMarkets here.

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My Stock Tips • 1 week ago • Member's comment
This is an interesting stock. A company focused on vermin isn't as "sexy" as crypto or tech, but it's a real issue everyone can relate to.
Dan Jackson • 2 weeks ago • Member's comment
Great article.
Mark Hake • 2 weeks ago • Author's comment
Thanks, Dan. The stock looks cheap here.
Terrie Anderson • 2 weeks ago • Member's comment
If the company can achieve scalability, coupled with some cost cutting measures, this would be a sure thing. How likely is that?
Mark Hake • 2 weeks ago • Author's comment
I discussed the likelihood of cash flow positive status in the article, and, based on my discussions with management, I suspect that they can achieve this, at least on a run-rate basis by the end of Q4 2026, or shortly thereafter. Large orders from municipal and international clients, as well as steady progression in its online sales will likely get it there.
Ana Martinez • 2 weeks ago • Member's comment
How high are adoption rates? Why aren't all municipal cities jumping on this as a humane pest control solution?
The Portfolio Manager • 2 weeks ago • Member's comment
Yes, there is a real opportunity here: $SNES is not a “me-too” pest control company. Its fertility-based rodent control is novel, potentially more sustainable, and could address a large market (both in the U.S. and internationally). The company has demonstrated solid revenue growth, improving margins, and growing distribution.

However, it’s not a sure bet — they are burning cash, and profitability is still a while away. Worth investing in, but don't bet the bank. Divesification is key.
Craig Richards • 2 weeks ago • Member's comment
The municipal and international expansion looks very promising. If they hit even a small portion of that $4.5B global rodent-control market, they could scale nicely.
Mark Hake • 2 weeks ago • Author's comment
I agree completely. But for some reason it's taking longer than it should for the large orders to come in. I actually think there is huge upside from international orders, much more than the municipal. Nevertheless, the company seems to have a lot of confidence that large municipal orders are soon to emerge.
Anne Barry • 2 weeks ago • Member's comment
Really interesting thesis here. The 43% YoY revenue growth is impressive, especially when 85% of that comes from the Evolve product.
Mark Hake • 2 weeks ago • Author's comment
I went and saw the production line. Evolve is a non-meat sausage that rats love to eat. It's incredibly less costly to make than the other product they have.
Adam Reynolds • 2 weeks ago • Member's comment
Isn't that like putting all your eggs in one basket though?
Anne Barry • 2 weeks ago • Member's comment
Not at all. That is their flagship product. Lots of companies are based on a crime product or service
Old Time Investor • 3 weeks ago • Member's comment
Lots of obvious upside, any serious caveats we should be aware of?
Mark Hake • 3 weeks ago • Author's comment
As I pointed out, it is burning cash. Also, no competitors yet, but that could change. No patent protection. But, the secret is in the sausage making - the ingredients, the mix and portions. But that is also why rats love these sausages. There are other upsides as well. For example, as I toured the new plant, it became obvious they have plenty of room to expand. And I discussed new products with them that they could easily introduce. The bottom line is that this stock is likely to do well.
Mike Nolan • 3 weeks ago • Member's comment
Good article.
Mark Hake • 3 weeks ago • Author's comment
Thanks.
Sophia Ginder • 3 weeks ago • Member's comment
Nicely done.
Mark Hake • 3 weeks ago • Author's comment
Thanks. SNES could be a winner here.
Stock Tigress • 3 weeks ago • Member's comment
This is an impressive company. I see lots of upside.
Mark Hake • 3 weeks ago • Author's comment
I agree. Could have huge upside.