Update shared on 30 Nov 2025
Fair value Increased 2.19%Analysts have raised their price target for Axogen by $0.63 to $29.13, citing better-than-expected third-quarter performance and a strengthened sales outlook that is expected to drive anticipated growth in the coming years.
Analyst Commentary
Bullish analysts have responded positively to Axogen's recent performance and guidance updates. The outlook reflects increased confidence in the company’s ability to execute on its growth initiatives and deliver enhanced shareholder value.
Bullish Takeaways- Price targets have been raised across the board, reflecting increased confidence in Axogen’s potential for share appreciation.
- The company has delivered a third-quarter earnings report that exceeded expectations, demonstrating strong operational execution.
- Full-year 2025 sales growth guidance has been elevated, now projecting at least 19% year-over-year revenue growth. This suggests a robust outlook for future expansion.
- Analysts emphasize Axogen’s focused market development strategy as a key driver for anticipated revenue growth in the coming quarters.
- Despite the improved guidance and recent outperformance, some analysts may see the stock as fully valued given its recent run-up. This could suggest limited near-term upside.
- Continued reliance on strong quarterly execution is necessary to sustain valuation, increasing pressure on Axogen to meet elevated expectations.
- Potential headwinds could arise from competitive dynamics in the medical device sector. These factors may impact future growth rates or margins.
What's in the News
- Axogen, Inc. raised earnings guidance for 2025, now expecting at least 19% revenue growth. The company projects full-year revenue of $222.8 million (Key Developments).
- The company continues to expect gross margins to remain strong, within a range of 73% to 75% for the year (Key Developments).
Valuation Changes
- Consensus Analyst Price Target: Increased modestly to $29.13 from $28.50. This reflects an improved fair value assessment.
- Discount Rate: Declined slightly from 7.83% to 7.82%. This suggests a marginally lower risk assessment.
- Revenue Growth: Holds steady and remains virtually unchanged at approximately 15.9%.
- Net Profit Margin: Edged up slightly to 9.15% from 9.15%, indicating a small improvement in expected profitability.
- Future P/E: Decreased from 61.90x to 60.85x, signaling a modest reduction in the forward earnings multiple.
Have other thoughts on Axogen?
Create your own narrative on this stock, and estimate its Fair Value using our Valuator tool.
Create NarrativeDisclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.