AxoGen Reports Q4 Earnings Miss with Positive Revenue Growth Outlook
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 13 hours ago
0mins
Should l Buy AXGN?
Source: seekingalpha
- Earnings Performance: AxoGen's Q4 non-GAAP EPS of $0.07 missed expectations by $0.03, indicating pressure on profitability that may affect investor confidence.
- Revenue Growth: The company reported Q4 revenue of $59.9 million, reflecting a 21.3% year-over-year increase, aligning with market expectations and demonstrating stable demand in the nerve graft market.
- Future Outlook: AxoGen anticipates at least 18% revenue growth in 2026, reaching $265.7 million, surpassing the consensus of $259.53 million, showcasing confidence in future expansion.
- Cash Flow Status: The company expects to be free cash flow positive for the full year, enhancing its financial stability, despite an 11% drop in stock price following the earnings release.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy AXGN?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on AXGN
Wall Street analysts forecast AXGN stock price to rise
5 Analyst Rating
5 Buy
0 Hold
0 Sell
Strong Buy
Current: 35.380
Low
39.00
Averages
39.80
High
40.00
Current: 35.380
Low
39.00
Averages
39.80
High
40.00
About AXGN
Axogen, Inc. is focused on the science, development, and commercialization of technologies for peripheral nerve regeneration and repair. It offers repair solutions for surgeons and healthcare providers. Its portfolio of products includes Avance Nerve Graft, Axoguard Nerve Connector, Axoguard Nerve Protector, Axoguard HA+ Nerve Protector, Axoguard Nerve Cap, and Avive+ Soft Tissue Matrix. Avance Nerve Graft is a biologically active off-the-shelf processed human nerve allograft for bridging severed peripheral nerves. The Axoguard Nerve Connector is a porcine (pig) submucosa extracellular matrix (ECM) coaptation aid for tensionless repair of severed peripheral nerves. Axoguard Nerve Protector is a porcine submucosa ECM product used to wrap and protect damaged peripheral nerves and reinforce the nerve reconstruction while preventing soft tissue attachments. Axoguard HA+ Nerve Protector consists of a processed porcine submucosa ECM base layer with a hyaluronate-alginate gel coating.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Axogen Reports Q4 2025 Earnings with Strong Growth and FDA Milestone
- Financial Performance Growth: Axogen reported Q4 2025 revenue of $59.9 million, reflecting a 21.3% year-over-year increase, with full-year revenue reaching $225.2 million, demonstrating strong double-digit growth across all target markets and laying a solid foundation for sustainable future growth.
- FDA Approval Milestone: The company achieved a historic milestone with the FDA approval of the biologics license application (BLA) for Avance, granting 12 years of market exclusivity and establishing its standard position in nerve repair, which is expected to drive future market expansion.
- Capital Structure Optimization: Axogen completed an upsized public offering raising $133.3 million, using $69.7 million to retire its term loan, significantly improving its capital structure and enhancing financial flexibility to support future investments.
- Market Expansion Plans: The company plans to further expand its sales team in 2026, particularly in the Breast and Extremities markets, with expectations to grow the Breast team to 30 sales representatives and the Extremities team to 130, indicating a proactive approach to capturing market opportunities.
See More
HighMark Wealth Management Increases Axogen Stake to 4.6% of AUM
- Share Increase: HighMark Wealth Management LLC added 158,855 shares of Axogen in Q4, bringing its total holdings to 343,940 shares valued at $11.2 million, demonstrating strong confidence in the company.
- Asset Proportion Growth: Axogen now accounts for 4.6% of HighMark's assets under management, positioning it among the fund's top five holdings, reflecting its significance and potential for growth within the investment portfolio.
- FDA Approval Boost: Axogen received FDA approval for its main product, Avance, in Q4, driving a 20% revenue increase to $225 million in 2024, which enhances confidence in its future profitability potential.
- Market Competitiveness: Axogen focuses on innovative surgical solutions for peripheral nerve injuries, leveraging proprietary biologic and extracellular matrix technologies to improve clinical outcomes, thereby strengthening its competitive position in the medical device sector.
See More
HighMark Wealth Management Increases Axogen Stake to 4.6%
- Increased Holdings: HighMark Wealth Management LLC disclosed a purchase of 158,855 shares in Axogen (AXGN) in its fourth-quarter 13F filing, valued at approximately $4 million, raising its total stake to $11.2 million, an increase of $7.9 million, indicating strong confidence in the company.
- Market Performance: As of February 4, 2026, Axogen's stock traded at $34.22, reflecting an impressive 89.3% increase over the past year, significantly outperforming the S&P 500 by 75.3 percentage points, showcasing market recognition of its growth potential.
- Financial Status: Axogen reported trailing twelve-month revenue of $225 million, with a net loss of $15 million; however, its five-year compound annual growth rate stands at 11.9%, indicating stability in revenue growth.
- Product Innovation: Axogen specializes in surgical solutions for peripheral nerve repair and recently received FDA approval for Avance, further solidifying its competitive position in the medical device sector and expected to enhance future profitability.
See More
AxoGen Reports Q4 Earnings Miss with Positive Revenue Growth Outlook
- Earnings Performance: AxoGen's Q4 non-GAAP EPS of $0.07 missed expectations by $0.03, indicating pressure on profitability that may affect investor confidence.
- Revenue Growth: The company reported Q4 revenue of $59.9 million, reflecting a 21.3% year-over-year increase, aligning with market expectations and demonstrating stable demand in the nerve graft market.
- Future Outlook: AxoGen anticipates at least 18% revenue growth in 2026, reaching $265.7 million, surpassing the consensus of $259.53 million, showcasing confidence in future expansion.
- Cash Flow Status: The company expects to be free cash flow positive for the full year, enhancing its financial stability, despite an 11% drop in stock price following the earnings release.
See More
AxoGen Set to Announce Q4 Earnings on February 24
- Earnings Announcement: AxoGen is scheduled to release its Q4 earnings on February 24 before market open, with consensus EPS estimated at $0.10, reflecting a 42.9% year-over-year growth that underscores the company's ongoing growth potential in nerve repair.
- Revenue Expectations: Analysts forecast Q4 revenue to reach $59.9 million, representing a 21.3% year-over-year increase, which will further solidify AxoGen's competitive position in the medical device market.
- Performance Beat Rate: Over the past two years, AxoGen has exceeded EPS and revenue estimates 88% of the time, demonstrating the company's financial stability and market confidence.
- Estimate Revision Trends: In the last three months, EPS estimates have seen two upward revisions and one downward, while revenue estimates have experienced three upward revisions with no downward adjustments, indicating a positive outlook for the company's future performance.
See More
Latest Rating Changes on Wall Street
- Nvidia Outlook Positive: Oppenheimer reiterates its outperform rating on Nvidia, anticipating sustained outsized growth in high-performance gaming, datacenter/AI, and autonomous driving, indicating strong market demand and future profitability potential.
- CIBC Rating Upgrade: Barclays upgrades CIBC from underweight to overweight, highlighting the bank's progress over the past two years with ROE expansion and consistent earnings performance, suggesting significant growth potential and investment appeal in the Canadian market.
- Credo Technology Buy Rating: Goldman Sachs initiates coverage of Credo Technology with a buy rating and a 12-month price target of $165, indicating a favorable risk/reward profile and confidence in the company's future growth.
- Chewy Rating Upgrade: Raymond James upgrades Chewy from market perform to outperform, noting an attractive EV/EBITDA of approximately 8x, combined with topline and margin opportunities in 2026, highlighting the stock's appeal.
See More
Axogen Reports Q4 2025 Earnings with Strong Growth and FDA Milestone
- Financial Performance Growth: Axogen reported Q4 2025 revenue of $59.9 million, reflecting a 21.3% year-over-year increase, with full-year revenue reaching $225.2 million, demonstrating strong double-digit growth across all target markets and laying a solid foundation for sustainable future growth.
- FDA Approval Milestone: The company achieved a historic milestone with the FDA approval of the biologics license application (BLA) for Avance, granting 12 years of market exclusivity and establishing its standard position in nerve repair, which is expected to drive future market expansion.
- Capital Structure Optimization: Axogen completed an upsized public offering raising $133.3 million, using $69.7 million to retire its term loan, significantly improving its capital structure and enhancing financial flexibility to support future investments.
- Market Expansion Plans: The company plans to further expand its sales team in 2026, particularly in the Breast and Extremities markets, with expectations to grow the Breast team to 30 sales representatives and the Extremities team to 130, indicating a proactive approach to capturing market opportunities.
See More
HighMark Wealth Management Increases Axogen Stake to 4.6% of AUM
- Share Increase: HighMark Wealth Management LLC added 158,855 shares of Axogen in Q4, bringing its total holdings to 343,940 shares valued at $11.2 million, demonstrating strong confidence in the company.
- Asset Proportion Growth: Axogen now accounts for 4.6% of HighMark's assets under management, positioning it among the fund's top five holdings, reflecting its significance and potential for growth within the investment portfolio.
- FDA Approval Boost: Axogen received FDA approval for its main product, Avance, in Q4, driving a 20% revenue increase to $225 million in 2024, which enhances confidence in its future profitability potential.
- Market Competitiveness: Axogen focuses on innovative surgical solutions for peripheral nerve injuries, leveraging proprietary biologic and extracellular matrix technologies to improve clinical outcomes, thereby strengthening its competitive position in the medical device sector.
See More
HighMark Wealth Management Increases Axogen Stake to 4.6%
- Increased Holdings: HighMark Wealth Management LLC disclosed a purchase of 158,855 shares in Axogen (AXGN) in its fourth-quarter 13F filing, valued at approximately $4 million, raising its total stake to $11.2 million, an increase of $7.9 million, indicating strong confidence in the company.
- Market Performance: As of February 4, 2026, Axogen's stock traded at $34.22, reflecting an impressive 89.3% increase over the past year, significantly outperforming the S&P 500 by 75.3 percentage points, showcasing market recognition of its growth potential.
- Financial Status: Axogen reported trailing twelve-month revenue of $225 million, with a net loss of $15 million; however, its five-year compound annual growth rate stands at 11.9%, indicating stability in revenue growth.
- Product Innovation: Axogen specializes in surgical solutions for peripheral nerve repair and recently received FDA approval for Avance, further solidifying its competitive position in the medical device sector and expected to enhance future profitability.
See More
AxoGen Reports Q4 Earnings Miss with Positive Revenue Growth Outlook
- Earnings Performance: AxoGen's Q4 non-GAAP EPS of $0.07 missed expectations by $0.03, indicating pressure on profitability that may affect investor confidence.
- Revenue Growth: The company reported Q4 revenue of $59.9 million, reflecting a 21.3% year-over-year increase, aligning with market expectations and demonstrating stable demand in the nerve graft market.
- Future Outlook: AxoGen anticipates at least 18% revenue growth in 2026, reaching $265.7 million, surpassing the consensus of $259.53 million, showcasing confidence in future expansion.
- Cash Flow Status: The company expects to be free cash flow positive for the full year, enhancing its financial stability, despite an 11% drop in stock price following the earnings release.
See More
AxoGen Set to Announce Q4 Earnings on February 24
- Earnings Announcement: AxoGen is scheduled to release its Q4 earnings on February 24 before market open, with consensus EPS estimated at $0.10, reflecting a 42.9% year-over-year growth that underscores the company's ongoing growth potential in nerve repair.
- Revenue Expectations: Analysts forecast Q4 revenue to reach $59.9 million, representing a 21.3% year-over-year increase, which will further solidify AxoGen's competitive position in the medical device market.
- Performance Beat Rate: Over the past two years, AxoGen has exceeded EPS and revenue estimates 88% of the time, demonstrating the company's financial stability and market confidence.
- Estimate Revision Trends: In the last three months, EPS estimates have seen two upward revisions and one downward, while revenue estimates have experienced three upward revisions with no downward adjustments, indicating a positive outlook for the company's future performance.
See More
Latest Rating Changes on Wall Street
- Nvidia Outlook Positive: Oppenheimer reiterates its outperform rating on Nvidia, anticipating sustained outsized growth in high-performance gaming, datacenter/AI, and autonomous driving, indicating strong market demand and future profitability potential.
- CIBC Rating Upgrade: Barclays upgrades CIBC from underweight to overweight, highlighting the bank's progress over the past two years with ROE expansion and consistent earnings performance, suggesting significant growth potential and investment appeal in the Canadian market.
- Credo Technology Buy Rating: Goldman Sachs initiates coverage of Credo Technology with a buy rating and a 12-month price target of $165, indicating a favorable risk/reward profile and confidence in the company's future growth.
- Chewy Rating Upgrade: Raymond James upgrades Chewy from market perform to outperform, noting an attractive EV/EBITDA of approximately 8x, combined with topline and margin opportunities in 2026, highlighting the stock's appeal.
See More
