Axogen, Inc. (AXGN) Stock Price & Analysis

Axogen, Inc. (AXGN) is trading at USD 38.09, up 3.83% today, as of October 23, 2026 at 19:38 UTC (US market open; quotes may be delayed), according to Nexqual market data.

AXGN last closed at USD 36.68; today's session has ranged USD 36.6–38.26 on volume of 1,669,419 shares. Market capitalization is $2.23B, with a 52-week range of USD 17.14–52.91 (NCM). Source: Nexqual, retrieved October 23, 2026 at 19:38 UTC.

Also available as compact Markdown for AI agents: nexqual.com/AXGN.md

Key facts (AXGN)

• Last four reported quarters (through Jun 30, 2026): revenue $251M, net income -$33.5M (-13.4% margin), free cash flow $8.6M (SEC filings).
• 2 of 80 tracked superinvestors hold AXGN (13F, Q2 2026): 0 new, 0 added, 1 reduced, 1 unchanged.
• Insider open-market sales, last ~7 months: 10 Form 4 filings, $6.3M; 6 not under a Rule 10b5-1 plan ($1.7M); 0 by opportunistic insiders, 0 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
• Analysts: Buy (mean 1.82 on a 1–5 scale) (11 analysts), mean target USD 53.55 (range 48–58).
• Total return with dividends: 1Y +111.0% vs S&P 500 +14.4%; 5Y +150.7% vs S&P 500 +77.0%.
• Next earnings: 2026-10-28, EPS estimate USD 0.13, revenue estimate $73.2M.

Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (AXGN)

Fiscal years end Dec. EPS is split-adjusted.

Valuation (price ÷ last four quarters, through Jun 30, 2026) (AXGN)

P/S 8.9x · EV/Sales 8.4x · P/FCF 259.9x · P/B 8.7x · FCF yield 0.38% · Earnings yield -1.50% · Net cash $111M · EV $2.12B

Superinvestors (SEC 13F-HR, Q2 2026) (AXGN)

2 of 80 tracked investors hold AXGN. Each row is the investor's latest 13F; change is vs their prior-quarter share count.

Insider sales (SEC Form 4, open-market, last ~7 months) (AXGN)

4 of 10 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.

% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).

Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.

Analysts (AXGN)

Consensus Buy (mean 1.82 on a 1–5 scale), 11 analysts; mean target USD 53.55 (low 48, high 58).

Rating changes, last 120 days:

Total return (dividends reinvested) (AXGN)

AXGN revenue by region (quarter ended Jun 30, 2026)

As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).

AXGN company outlook (results filed Jul 29, 2026)

• “Guidance to at Least 24% Growth or $279 million ALACHUA and TAMPA, FL – July 29, 2026 – Axogen, Inc.”

Quoted word-for-word from the SEC 8-K results press release.

AXGN analyst estimates and revisions

AXGN options: expected move

Options price a move of about ±20.9% (±$7.90) by Nov 20, 2026, which includes earnings on Oct 28, 2026. Over the last 8 reports the stock moved ±12.5% on average.

30-day implied volatility 90% vs 41% realized over the last 30 trading days. Put/call ratio (volume) 0.08. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.

Key Statistics (as of October 23, 2026 at 19:38 UTC)

Technical Analysis (AXGN)

Nexqual's technical model rates AXGN "SELL" based on 2 bullish and 4 bearish signals across 128 daily candles, as of October 23, 2026 at 19:38 UTC.

Analyst Ratings (AXGN)

Wall Street analysts rate AXGN "Buy" based on 11 analysts, with a mean price target of USD 53.55 (range USD 48–58), per Nexqual as of October 23, 2026 at 19:38 UTC.

Earnings (AXGN)

Recent Earnings History

Source: Nexqual, October 23, 2026 at 19:38 UTC.

Financials & Fundamentals (AXGN)

Source: Nexqual, October 23, 2026 at 19:38 UTC.

Financial Health Score (AXGN)

Nexqual rates Axogen, Inc.'s overall financial health "Mixed" across five dimensions, as of October 23, 2026 at 19:38 UTC.

Ownership (AXGN)

Source: Nexqual, October 23, 2026 at 19:38 UTC.

Leadership (AXGN)

Axogen, Inc. is led by Michael D. Dale, President, CEO & Director, per Nexqual as of October 23, 2026 at 19:38 UTC.

Major Backers & Investors (AXGN)

Notable institutional backers of Axogen, Inc. include Morgan Stanley, First Light Asset Management, LLC, Artemis Investment Management Llp, according to Nexqual as of October 23, 2026 at 19:38 UTC.

Active Investors

Index Funds (Passive)

Source: Nexqual, October 23, 2026 at 19:38 UTC.

From Axogen, Inc.'s Latest SEC 10-K Filing (filed 2026-02-24)

Key Strengths & Strategy (as disclosed to the SEC)

• The Service Provider is a FDA registered tissue establishment and an AATB accredited organization.
• The Axogen Quality System meets the requirements set forth under 21 CFR Part 1271 for HCT/Ps, including Good Tissue Practices ("GTP") and is compliant with the 21 CFR Part 820 Quality System Regulation ("QSR").
• We are the leading company focused specifically on the science, development, and commercialization of technologies for peripheral nerve regeneration and repair.
• We developed our Avance Method®, an advanced and proprietary technique to process Avance Nerve Graft from donated human peripheral nerve tissue.

Partnerships

• We obtained certain economic development grants from state and local authorities totaling up to $2.7 million including $1.3 million of cash grants to offset costs to acquire and develop the APC Facility.
• In partnership with leading surgeons and healthcare providers, our team works to reverse legacy non-coverage policies for Avance Products and Axoguard products.

Legal & Regulatory Risks (Item 1A, quoted)

• Our business is subject to continuing regulatory compliance by the FDA and other authorities, which is costly and could result in negative effects on our business.
• Failure to obtain regulatory and pricing approvals in foreign jurisdictions after BLA approval for Avance or our other products could delay or prevent commercialization of our products abroad.
• The use, misuse or off-label use of our products may harm our reputation and the reputation of our products, which could result in injuries leading to product liability suits, and could be costly to our business, and/or result in FDA sanctions.
• Additional regulations or guidance documents may be implemented by the FDA in the future.

Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.

Peers & Related Stocks

Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 19:38 UTC. This page is informational and not investment advice.

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