Stephens Investment Management Group LLC Acquires New Stake in AxoGen, Inc. $AXGN
Stephens Investment Management Group LLC has acquired a new stake in AxoGen, Inc. (NASDAQ:AXGN), purchasing 154,085 shares valued at approximately $5.04 million during the fourth quarter. This move comes amid mixed but generally positive analyst sentiment, with several firms raising price targets on the medical equipment provider while others downgraded the stock. AxoGen recently reported quarterly EPS of $0.07, missing estimates, although revenue exceeded expectations, with the stock trading near its 52-week high.
Bessemer Group Inc. Sells 345,347 Shares of AxoGen, Inc. $AXGN
Bessemer Group Inc. reduced its stake in AxoGen, Inc. by 42.6% in the fourth quarter, selling over 345,000 shares, though it still holds shares worth approximately $15.24 million. AxoGen reported mixed quarterly results, with revenue exceeding estimates but EPS missing them, alongside negative net margin and return on equity. Despite a "Strong Sell" rating from Zacks, the overall analyst consensus remains a "Moderate Buy" with an average target price of $46.50.
Axogen (AXGN) Valuation Check After Strong Recent Share Price Momentum
Axogen (AXGN) has seen strong recent share price momentum, with a 3-year return over 3x, and is considered 19.3% undervalued by its most followed narrative, suggesting a fair value of $50.78 per share due to anticipated FDA approval for Avance Nerve Graft and resultant market exclusivity. However, its current P/S ratio of 9.2x is significantly higher than the industry average, indicating a premium valuation and potential risk if growth or regulatory progress falters. Investors are encouraged to assess the balance of risk and reward by looking at the company's financials for themselves.
Axogen (AXGN) Valuation Check After Strong Recent Share Price Momentum
Axogen (AXGN) has seen strong recent share price momentum, with returns of 17.92% over the last month and a 246.49% total shareholder return over the past year. Despite this, its most followed valuation narrative suggests the stock is 19.3% undervalued, with a fair value of $50.78 compared to its recent close of $40.99, partly due to anticipated FDA approval for Avance Nerve Graft. However, the current Price/Sales ratio of 9.2x is significantly higher than the industry average, raising concerns about its premium valuation if growth or regulatory progress falters.
Axogen (AXGN) price target increased by 16.82% to 51.71
The article states that the price target for Axogen (AXGN) has been increased by 16.82%, raising it to $51.71. No further details or analysis are provided in this brief update.
Axogen (AXGN) price target increased by 16.82% to 51.71
This article reports that Axogen (AXGN)'s price target has been increased by 16.82% to reach $51.71. The content from MSN is minimal, only providing this updated financial figure.
Axogen (AXGN) price target increased by 16.82% to 51.71
This article reports that Axogen's (AXGN) price target has been increased by 16.82% to reach $51.71.
Axogen director sells shares after option exercise | AXGN Insider Trading
Axogen, Inc. director Wendell Amy McBride exercised stock options for 1,647 shares at $14.85 per share and subsequently sold those shares on the open market at a weighted average price of $42.60 per share. These transactions, which occurred on May 8, 2026, resulted in a net sale of 1,647 shares worth approximately $70,162. After the sale, McBride directly holds 93,826 shares of Axogen common stock.
Technical Reactions to AXGN Trends in Macro Strategies
This article analyzes Axogen Inc. (NASDAQ: AXGN) from a technical perspective, highlighting weak near-term sentiment but strong mid and long-term outlooks. It details AI-generated trading strategies including position, momentum breakout, and risk hedging, along with key support and resistance levels across different time horizons. The analysis emphasizes an exceptional risk-reward setup with a target gain of 13.3% versus 0.3% risk.
Axogen (AXGN) director exercises options and sells 11,050 common shares
Axogen, Inc. director John Johnson exercised options for 11,050 common shares at $7.04 per share and subsequently sold all 11,050 shares in open-market transactions at a weighted average price of $43.255 per share on May 7, 2026. Following these transactions, Johnson reported holding 0 direct shares of Axogen common stock. This insider trading activity resulted in a net sale of 11,050 shares totaling approximately $477,968.
Axogen CFO Lindsey Hartley sells $45,897 in AXGN stock
Axogen CFO Lindsey Hartley sold 1,051 shares of AXGN stock for $45,897 after acquiring 5,463 shares through employee stock options. These transactions come as Axogen's stock has surged 245% over the past year, trading near its 52-week high. The company recently reported strong Q1 2026 earnings, with revenue exceeding analyst expectations, although the stock is deemed overvalued by InvestingPro.
Axogen CFO Lindsey Hartley sells $45,897 in AXGN stock
Axogen CFO Lindsey Hartley sold 1,051 shares of AXGN common stock for approximately $45,897 after acquiring 5,463 shares through employee stock options. These transactions occurred as Axogen experienced a 245% surge in its stock price over the past year. The company recently reported strong Q1 2026 earnings, with a 27% year-over-year revenue growth, leading analysts to raise price targets.
[144] Axogen, Inc. SEC Filing
This article details Axogen, Inc.'s Form 144 SEC filing, which indicates a proposed sale of 1647 shares of common stock acquired through a stock option exercise by an unspecified filer. The aggregate market value of these shares is $70,162.53, to be sold via Morgan Stanley Smith Barney LLC on the NASDAQ. The filing occurred on May 8, 2026, and is categorized as "Neutral" in impact and sentiment.
Axogen CMO Jens Kemp sells $173,761 in company stock
Axogen's Chief Marketing Officer, Jens Kemp, sold 4,000 shares of company stock for a total of $173,761 amid the stock trading near its 52-week high after a 245% surge. This insider sale follows Axogen's strong Q1 2026 revenue of $61.5 million, a 27% year-over-year increase, which surpassed analyst expectations and led to increased price targets from several firms. Despite a net loss due to debt extinguishment, the company's core operations show strength.
Axogen (NASDAQ: AXGN) CFO nets shares after option exercises and sales
Axogen, Inc.'s CFO, Lindsey Marie Hartley, exercised employee stock options to acquire 5,463 shares of common stock at exercise prices of $8.20 and $8.27 per share. On May 7, 2026, she subsequently sold 1,051 shares of the common stock in open-market transactions at $43.67 per share, resulting in a net sale of 1,051 shares worth approximately $45,897. This activity reflects routine compensation-related movements, with some options already vested and others scheduled to vest by March 2027.
Axogen CMO Jens Kemp sells $173,761 in company stock By Investing.com
Jens Kemp, CMO at Axogen, Inc. (NASDAQ:AXGN), sold 4,000 shares of company stock for a total of $173,761 on May 7, 2026. This sale occurred while Axogen's stock was near its 52-week high after a significant 245% increase over the past year and is considered overvalued by InvestingPro analysis. Despite a recent net loss in Q1 2026, the company reported strong revenue growth, surpassing analyst expectations, which led to positive rating adjustments from several firms.
Axogen CFO Lindsey Hartley sells $45,897 in AXGN stock
Axogen CFO Lindsey Hartley sold 1,051 shares of AXGN stock for $45,897 after exercising employee stock options. These transactions occurred as Axogen's stock surged 245% over the past year, trading near its 52-week high. Hartley now directly holds 65,146 shares of the company's common stock.
[Form 4] Axogen, Inc. Insider Trading Activity
Axogen, Inc.'s director, Kathy Johnson Weiler, exercised options for 16,344 shares at $6.95 each and simultaneously sold them in an open-market transaction for a weighted average price of $44.091 per share on May 7, 2026. Following these transactions, she holds no common shares directly but retains 27,307 employee stock options with a $6.95 exercise price. The options vest in three equal annual installments, with the first vesting on December 20, 2024.
[144] Axogen, Inc. SEC Filing
Axogen, Inc. filed a Form 144 Notice of Proposed Sale of Securities with the SEC on May 7, 2026. The filing indicates a proposed sale of 11,050 shares of common stock with an aggregate market value of $477,971.07. These shares were acquired on the same date through a stock option exercise from the Issuer.
First Light, Mathew Arens report 3.62M Axogen holdings (AXGN)
First Light Asset Management, LLC and Mathew P. Arens have jointly filed an amended passive investment disclosure (Schedule 13G/A) for Axogen, Inc. First Light reports beneficial ownership of 3,291,463 shares (6.19%), while Mathew P. Arens reports 3,617,993 shares (6.80%), which includes 187,000 shares held solely by him. This filing updates their previously disclosed stakes in Axogen common stock, indicating a neutral impact and sentiment.
[144] Axogen, Inc. SEC Filing
This article provides details of an SEC Form 144 filing by Axogen, Inc. (AXGN) on May 7, 2026, indicating a proposed sale of 4,000 shares of common stock with an aggregate market value of $173,761.20. The securities were acquired as restricted stock on March 1, 2025, and are to be sold through Morgan Stanley Smith Barney LLC. The filing also includes a representation from the filer stating no knowledge of material adverse information concerning Axogen.
Number of shareholders of Axogen, Inc. – NASDAQ:AXGN
This article from TradingView provides information on Axogen, Inc. (NASDAQ: AXGN), focusing on its financial data and particularly on the number of shareholders. It indicates that the specific shareholder count for a given period is available. The article is part of a larger platform offering various market data and analysis tools.
Axogen (Nasdaq:AXGN) - Stock Analysis
This report provides a comprehensive stock analysis of Axogen (Nasdaq:AXGN), detailing its company overview, valuation metrics, future growth prospects, past performance, financial health, and dividend policy. It highlights recent updates including analyst price target changes, earnings guidance, BLA approval for Avance Nerve Graft, and insider transactions, alongside a comparison with industry and market performance.
Axogen (AXGN) Is Up 10.3% After Raising 2026 Revenue Outlook Despite Wider Q1 Loss – Has The Bull Case Changed?
Axogen (AXGN) saw its stock rise by 10.3% after reporting first-quarter 2026 results which, despite a wider net loss, included a raised 2026 revenue outlook to at least 20% growth, reaching about US$270 million, and a gross margin of 74% to 76%. The company's investment narrative centers on its nerve repair platform, Avance, and the impact of its recent FDA BLA approval on future revenue and margins, tempered by concerns over rising operating and compliance costs. The market is weighing these factors, with fair value estimates showing significant disagreement among community members.
Axogen (AXGN) Is Up 10.3% After Raising 2026 Revenue Outlook Despite Wider Q1 Loss – Has The Bull Case Changed?
Axogen (AXGN) reported a wider Q1 loss but saw its stock jump 10.3% after raising its 2026 revenue outlook to at least 20% growth, targeting US$270 million, and a gross margin of 74-76%. This revised outlook, following FDA approval for Avance, suggests management confidence despite elevated operating and compliance costs impacting net losses. The article explores how this new guidance impacts the investment narrative, considering both the bull case for exclusivity and pricing and the bear case around execution and potential margin pressure.
Axogen, Inc. (NASDAQ:AXGN) Just Reported And Analysts Have Been Lifting Their Price Targets
This article discusses Axogen, Inc. (NASDAQ:AXGN) performance following its recent earnings report, highlighting that analysts have increased their price targets for the company. It will likely delve into the financial results, analyst sentiment, and the potential implications for investors.
Axogen executives take Bank of America healthcare stage May 13
Axogen (NASDAQ: AXGN) announced its participation in the 2026 Bank of America Global Healthcare Conference, where its management will present on Wednesday, May 13, 2026, at 9:35 AM PT. A live audio webcast of the presentation will be available for interested parties via the company’s Investors website. This announcement highlights Axogen's continued active engagement in major healthcare investor conferences, following strong Q1 2026 results and raised full-year guidance.
Axogen, Inc. (NASDAQ:AXGN) Released Earnings Last Week And Analysts Lifted Their Price Target To US$50.78
Axogen, Inc. (NASDAQ:AXGN) saw its shares surge 12% after exceeding first-quarter revenue expectations, although statutory losses were in line with forecasts. Analysts have since lifted their price target to US$50.78 despite increasing loss per share forecasts, suggesting that these losses are not expected to be recurring. Axogen's revenue growth is now projected to outpace the industry, with analysts expressing confidence in their valuations.
Axogen, Inc. (NASDAQ:AXGN) Released Earnings Last Week And Analysts Lifted Their Price Target To US$50.78
Axogen, Inc. (NASDAQ:AXGN) saw its shares surge 12% following its first-quarter results, where revenue of US$61m exceeded forecasts by 6.4%. Despite analysts moderately increasing loss per share forecasts, they have lifted their price target to US$50.78, indicating confidence in the company's long-term intrinsic value and expected accelerated revenue growth compared to the industry.
FDA win and 20% growth frame Axogen (NASDAQ: AXGN) 2026 pay vote
Axogen, Inc. (NASDAQ: AXGN) will hold its 2026 Annual Meeting of Shareholders virtually on June 23, 2026, where shareholders will vote on director elections, auditor ratification, and executive pay. The proxy statement highlights the company's 2025 performance, including 20.2% revenue growth and FDA approval of the biologics license application for Avance as an acellular nerve scaffold. Executive compensation for 2025 is structured with a pay-for-performance philosophy, incorporating base salaries, annual cash incentives, and long-term equity awards linked to corporate objectives and shareholder value.
Axogen, Inc. to Participate in the 2026 Bank of America Global Healthcare Conference
Axogen, Inc. (NASDAQ: AXGN) announced its participation in the 2026 Bank of America Global Healthcare Conference. Management is scheduled to present on Wednesday, May 13, 2026, at 9:35 AM PT. A live audio webcast will be available on the company's investors website.
[ARS] Axogen, Inc. SEC Filing
Axogen, Inc. (AXGN) filed an ARS form with the SEC on April 29, 2026, at 4:10 PM ET. This filing is categorized as having a low impact and neutral sentiment. The article provides details about the filing, links to the original document, and an overview of Axogen's stock performance and recent news.
Vanguard reports 2.66M Axogen stake (NASDAQ: AXGN)
Vanguard Capital Management has reported a beneficial ownership stake of 2,659,776 shares of Axogen Inc. (NASDAQ: AXGN) common stock via a Schedule 13G SEC filing, representing 5.12% of the class. The filing details Vanguard's sole voting power over 368,213 shares and sole dispositive power over all 2,659,776 shares, attributing these holdings to various Vanguard funds and managed accounts. The report was signed on April 29, 2026, and reflects holdings as of March 31, 2026.
Mizuho raises AxoGen stock price target to $55 on strong growth
Mizuho has increased its price target for AxoGen, Inc. (NASDAQ:AXGN) to $55 from $40, maintaining an Outperform rating, following the company's Q1 2026 top-line growth of 26.6%, which surpassed Street estimates. This strong performance, not yet fully reflecting recent commercial coverage decisions, has led analysts to predict profitability for AxoGen this year. The firm also adjusted its top-line growth algorithm to 21-25% from 17-21%, further supporting the higher price target, despite the stock potentially being overvalued according to Fair Value analysis.
Axogen, Inc. Reports First Quarter 2026 Financial Results
Axogen, Inc. reported strong first-quarter 2026 financial results, with revenue increasing by 26.6% year-over-year to $61.5 million and adjusted net income reaching $4.1 million. The company raised its full-year 2026 revenue guidance to at least 20% growth or $270 million and expects to be free cash flow positive for the year. Key highlights include broad-based revenue growth across all target markets, positive coverage decisions from major insurers, and a successful public offering that yielded $133.3 million in net proceeds.
Axogen (AXGN) Q1 Loss Of US$0.38 EPS Tests Bullish Margin Improvement Narrative
Axogen (AXGN) reported a Q1 2026 loss of US$0.38 EPS and a net loss of US$19.6 million, with revenue of US$61.5 million. This outcome challenges the narrative of improving margins and a clear path to profitability, especially given widened net losses on a trailing 12-month basis. The company's stock also trades at rich multiples compared to peers and its DCF fair value, raising concerns about valuation and dilution for investors.
Axogen (NASDAQ: AXGN) lifts Q1 revenue 26.6% while fully repaying credit facility
Axogen Inc. reported a 26.6% increase in Q1 revenue to $61,457, driven by higher unit volumes and pricing, while also fully repaying its credit facility using proceeds from an equity offering. Despite strong top-line growth and improved gross margin, the company posted a widened net loss of $19,584 primarily due to a one-time $16,849 loss on extinguishment of debt. Axogen's balance sheet strengthened with increased cash and investments, and management expects current liquidity to fund operations for at least the next twelve months.
Axogen, Inc. 2026 Q1 - Results - Earnings Call Presentation (NASDAQ:AXGN) 2026-04-28
This article announces that Axogen, Inc. has published its slide deck in conjunction with its Q1 2026 earnings call. The presentation provides details regarding the company's financial results for the first quarter of 2026. Interested parties can access this information to review Axogen's performance.
Axogen Inc stock hits 52-week high at 42.32 USD
Axogen Inc's stock recently reached a new 52-week high of $42.32, climbing further to $44, giving the company a market capitalization of $2.04 billion. Despite a suggestion of overvaluation by InvestingPro, the stock has surged 143% in the past year, driven by a 20% revenue growth and a 74% gross profit margin. Analysts anticipate net income growth and future profitability, while recent Q1 2026 earnings showed a revenue beat but a slight EPS miss.
AXOGEN ($AXGN) Releases Q1 2026 Earnings
AXOGEN (AXGN) reported its Q1 2026 earnings, with revenues beating estimates while earnings per share matched expectations. The article also provides detailed insights into recent insider trading activities, showing significant sales by executives and board members, as well as an overview of hedge fund movements in AXGN stock. Additionally, it lists recent analyst ratings and price targets, with a median target of $40.0 among seven analysts.
Earnings Flash (AXGN) Axogen, Inc. Reports Q1 Revenue $61.5M, vs. FactSet Est of $57.8M
Axogen, Inc. (AXGN) reported first-quarter revenue of $61.5 million, surpassing the FactSet estimate of $57.8 million. The company's stock, Axogen, Inc. (EQ:AXGN), is up 6.60% today, 17.00% year-to-date, and 28.29% over the past year. Axogen also announced an adjusted EPS of $0.07 per share for Q1 2026, against an estimated $0.08, and provided a 2026 revenue outlook of $270 million, exceeding FactSet's $266.2 million estimate.
Strong Q1 growth leads Axogen (NASDAQ: AXGN) to raise 2026 outlook
Axogen (NASDAQ: AXGN) reported robust Q1 2026 results, with revenue growing 26.6% to $61.5 million and gross margin improving to 75.2%. Despite a GAAP net loss due to debt extinguishment, adjusted net income was $4.1 million. The company raised its full-year 2026 revenue guidance to at least $270 million (20% growth) and expects to be free cash flow positive, fueled by an equity offering that strengthened its balance sheet.
AxoGen: Q1 Earnings Snapshot
AxoGen Inc. reported a first-quarter loss of $19.6 million, or 38 cents per share, though adjusted earnings were 7 cents per share. The regenerative medicine company exceeded revenue forecasts with $61.5 million and expects full-year revenue of $270 million. AxoGen's stock has seen significant growth, climbing 20% year-to-date and more than doubling in the last 12 months.
Axogen, Inc. Reports First Quarter 2026 Financial Results
Axogen, Inc. reported strong first quarter 2026 financial results, with revenue increasing 26.6% to $61.5 million and adjusted net income reaching $4.1 million. The company raised its full-year 2026 revenue guidance to at least 20% growth, or $270 million, and expects to be free cash flow positive. Key highlights included double-digit growth across all markets, positive commercial insurer coverage decisions, and a successful public offering that generated $133.3 million in net proceeds.
Capricorn Fund Managers Ltd Invests in Axogen: $22.78M Stake Revealed in SEC Filing - News and Statistics
Capricorn Fund Managers Ltd disclosed in a recent SEC filing that it acquired a $22.78 million stake in Axogen during Q1 2026, purchasing 687,600 shares. This investment positions Axogen as the fourth-largest holding in the fund's U.S. equity assets, representing 3.55% of its AUM. Axogen, a medical device company specializing in peripheral nerve repair, has seen its shares rise 139.5% over the past year.
Axogen set to report earnings as profitability test looms
Axogen Inc. is scheduled to report its first-quarter results, with analysts anticipating earnings of $0.075 per share on revenues of $57.85 million. Investors will be closely watching for commercial traction of its newly approved biologic, Avance, and progress towards profitability, especially after a $15.7 million net loss in 2025 despite strong revenue growth. The company's stock has surged significantly over the past year, and the upcoming earnings will determine if its regulatory successes and investments are leading to a financial turning point.
Capricorn Fund Makes a Huge Bet on Nerve Repair With 687,000 Share Axogen (AXGN) Investment Worth $22.4 Million
Capricorn Fund Managers Ltd made a significant investment in Axogen (AXGN) by acquiring 687,600 shares, valued at $22.78 million, during the first quarter of 2026. This new holding constitutes 3.55% of the fund’s U.S. equity assets and makes Axogen its fourth-largest holding. The investment comes despite Axogen's history of GAAP losses, potentially driven by the recent FDA approval of Avance for peripheral nerve discontinuities and expectations for increased revenue and positive free cash flow in 2026.
Axogen announces proposed $85M public stock offering; shares down
Axogen (AXGN) announced a proposed underwritten public offering of its common stock to raise approximately $85 million. The company plans to use the net proceeds for general corporate purposes, including working capital, operating expenses, and capital expenditures. Following the announcement, Axogen's shares fell 2.9% in after-hours trading.
Lake Street Capital Boosts AxoGen (NASDAQ:AXGN) Price Target to $50.00
Lake Street Capital has increased its price target for AxoGen (NASDAQ:AXGN) to $50.00 from $40.00, maintaining a "buy" rating and suggesting a potential upside of over 34%. This positive outlook aligns with largely bullish analyst sentiment, despite AxoGen reporting a slight miss on quarterly EPS and continued unprofitability. The company's stock recently traded at $37.28, with institutional investors owning a significant portion of its shares.
Is Axogen’s Upgraded Outlook And Avance BLA Progress Altering The Investment Case For Axogen (AXGN)?
Axogen recently reported strong Q2 2025 results with double-digit sales growth and reaffirmed progress towards the anticipated September 2025 Biologics License Application (BLA) approval for Avance Nerve Graft, which would grant 12 years of market exclusivity. This, combined with upgraded full-year revenue guidance and an expectation of net cash flow positivity in 2025, is shaping Axogen's investment narrative. The company's reliance on Avance and the operational and reimbursement uncertainties associated with its transition to a full biologic framework remain key risks.
