US · Healthcare · Medical Devices
EPS came in at -0.03 against a street estimate of -0.04 — a beat of 25.0%.
Analysts rate Axogen Inc a strong buy (11 buy, 0 hold, 0 sell out of 11) with an average price target of $53.82.
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.
| Fund | Stake |
|---|---|
| BlackRock Inc | 7.53% |
| Morgan Stanley - Brokerage Accounts | 5.32% |
| First Light Asset Management, LLC | 4.68% |
| Vanguard Capital Management, LLC | 3.85% |
| Assenagon Asset Management SA | 3.56% |
| Polar Capital Holdings PLC | 2.56% |
| Artemis Investment Management LLP | 2.38% |
| Wellington Management Company LLP | 2.37% |
| Document | Date |
|---|---|
| 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 |
| 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 |
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 2026-10-18.