US · Healthcare · Medical Devices
EPS came in at 0.04 against a street estimate of -0.03 — a beat of 233.3%.
Analysts rate Axogen Inc a strong buy (11 buy, 0 hold, 0 sell out of 11) with an average price target of $59.09.
CONFIDENT AXOGEN delivered strong third-quarter growth, raised 2026 revenue guidance, expanded payer coverage, and began BioCircuit integration. Breast remains a major growth engine, while prostate reconstruction and NerveTape offer longer-term upside but add execution and margin considerations. Q3 FY26 No geographic revenue breakdown was discussed. Analysts focused on breast penetration, prostate launch scope, NerveTape cannibalization, payer coverage, sales-force productivity and future margins. Management emphasized continued account expansion, incremental NerveTape revenue, collaborative payer discussions and a measured prostate rollout. 2026-10-28…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 7.40% |
| First Light Asset Management, LLC | 4.60% |
| Morgan Stanley - Brokerage Accounts | 4.60% |
| Vanguard Capital Management, LLC | 3.78% |
| Assenagon Asset Management SA | 3.49% |
| Polar Capital Holdings PLC | 2.51% |
| Artemis Investment Management LLP | 2.34% |
| Wellington Management Company LLP | 2.33% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 revenue was $75.834 million, up from $60.082 million in the third quarter of 2025. • Nine-month 2026 revenue w | 2026-10-28 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Q3 2026 revenue was $75.8 million, up 26.2% from $60.1 million in Q3 2025. • GAAP net income was $2.3 million, or $0.04 per dilut | 2026-10-28 |
| Reg FD disclosure · Q4 2026 HEADLINE NUMBERS • Axogen, Inc. announced on October 1, 2026, that it completed the previously announced acquisition of BioCircuit Technologies, Inc. | 2026-10-01 |
| 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 |
Readable in the app.
| Announcement | Date |
|---|---|
| Completion of acquisition of BioCircuit Technologies, Inc Axogen, Inc. completed its acquisition of BioCircuit Technologies, Inc. on October 1, 2026. This was a previously announced deal that has now closed. The 8-K filing serves as official notifi | 2026-10-01 |
| 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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Open in the appGoogle PlayApp StoreData updated 2026-11-07.