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USHealthcare

Axogen Inc (AXGN)

US · Healthcare · Medical Devices

$45.28-0.34%
Last close · 2026-09-17

Latest quarter · ended 2026-06-30

Revenue
$69.7M
Revenue YoY
+23.1%
Net profit
$-1.5M
Profit YoY
-361.8%
EPS
$-0.03
EPS estimate
$-0.04
Net margin
-2.2%

EPS came in at -0.03 against a street estimate of -0.04 — a beat of 25.0%.

Key statistics

Market cap
$2.27B
Forward P/E
99.0
P/B
8.85
Book value
$4.78
EPS (TTM)
$-0.67
52-week high
$52.91
52-week low
$15.27
50-day MA
$45.15
200-day MA
$37.93
Beta
1.16

Analyst view

Analysts rate Axogen Inc a strong buy (7 buy, 0 hold, 0 sell out of 7) with an average price target of $53.90.

From the latest earnings call · 2026-07-29

CONFIDENT Q2 revenue $69.7M (+23% YoY) beats expectations; Breast market surging 47% YoY. Gross margin pressured by unexpected long-graft Avance mix. FY26 guidance raised to $279M+ revenue, at-least-73% margin. Six strategic priorities on track. Q2 2026 Call did not break out geographic performance; focused on clinical indications/markets. Analysts pressed on Q2 deceleration (none occurred), Breast margin drivers (long-graft costs), payer impact timing (6+ months, not immediate), and Aetna delay (ongoing review, hopeful). Management emphasized sales footprint and patient awareness as primary growth levers, downplayed near-term coverage tailwind. 2026-07-29…

Full summary in the app.

Shareholding

Insiders
1.98%
Institutions
90.95%

Largest institutional holders

FundStake
BlackRock Inc7.20%
Morgan Stanley - Brokerage Accounts5.81%
First Light Asset Management, LLC5.11%
Vanguard Capital Management, LLC4.26%
Polar Capital Holdings PLC2.79%
Artemis Investment Management LLP2.60%
Wellington Management Company LLP2.59%
Citadel Advisors Llc2.53%

Recent filings & reports

DocumentDate
Material agreement · Q3 2026
AXOGEN, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Acquisition Price: $200.0 million in cash (base purchase price for BioCircuit Technologies) • Sto
2026-09-10
Quarterly report · Q2 2026
AXOGEN, INC. (AXGN) – SUMMARY FOR RETAIL INVESTORS Q2 2026 10-Q Filing --- HEADLINE NUMBERS • Revenue (6 months): $131,188 thousand (vs. $105,222 t
2026-07-29
Results announced · Q3 2026
AXOGEN, INC. Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Q2 2026 revenue: $69.7 million, up 23.1% from $56.7 million in Q2 2025 • Six-month 2026 rev
2026-07-29
Shareholder vote results · Q2 2026
AXOGEN, INC. - SHAREHOLDER MEETING SUMMARY HEADLINE NUMBERS • Annual shareholder meeting held June 23, 2026 • 45,364,808 shares present or represent
2026-06-23
Proxy statement · Q4 2025
AXOGEN, INC. PROXY STATEMENT SUMMARY CEO COMPENSATION • Michael Dale (CEO since August 2024): Total compensation information not fully detailed in p
2026-04-29
Quarterly report · Q1 2026
AXOGEN, INC. - QUARTERLY REPORT SUMMARY (Q1 2026) HEADLINE NUMBERS • Revenues Q1 2026: $61.5 million vs. $48.6 million Q1 2025 (+26.5% year-over-yea
2026-04-28
Results announced · Q2 2026
AXOGEN, INC. – Q1 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Q1 2026 revenue: $61.5 million, up 26.6% vs. Q1 2025 ($48.6 million) • Gross margin: 75.2
2026-04-28
Annual report FY2025
AXOGEN, INC. - FORM 10-K SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Fiscal Year Ended: December 31, 2025 • Company: Axogen, Inc. (NASDAQ: AXGN)
2026-02-24

Readable in the app.

Deals & corporate news

AnnouncementDate
Agrees to acquire BioCircuit Technologies for $200 million in cash
Axogen, Inc. announced it is acquiring BioCircuit Technologies, Inc. for $200 million in cash. BioCircuit develops NerveTape and ConformaWrap products for peripheral nerve repair, which comp
2026-09-10

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Data updated 2026-09-18.