Axogen Management
Management Kriterienprüfungen 4/4
Axogen CEO ist Mike Dale , ernannt in Aug 2024, hat eine Amtszeit von 2.08 Jahren. Die jährliche Gesamtvergütung beträgt $9.05M , bestehend aus 8.6% Gehalt und 91.4% Boni, einschließlich Aktien und Optionen des Unternehmens. besitzt direkt 0.11% der Aktien des Unternehmens, im Wert von $2.81M . Die durchschnittliche Betriebszugehörigkeit des Managementteams und des Verwaltungsrats beträgt 2.1 Jahre bzw. 4.2 Jahre.
Wichtige Informationen
Mike Dale
Geschäftsführender
US$9.0m
Gesamtvergütung
| Prozentsatz des Geschäftsführergehalts | 8.58% |
| Amtszeit als Geschäftsführer | 2.1yrs |
| Eigentum des Geschäftsführers | 0.1% |
| Durchschnittliche Amtszeit des Managements | 2.1yrs |
| Durchschnittliche Amtszeit der Vorstandsmitglieder | 4.2yrs |
Jüngste Management Updates
Recent updates
Narrative-Update • Aug 04
AXGN: Raised 2026 Guidance And Q2 Execution Will Support Further Upside
Axogen's updated analyst price target has increased from $50.78 to $53.22 as analysts respond to stronger Q2 results, higher revenue and margin assumptions, and a lower projected P/E multiple. Together, these factors support a modestly higher valuation.Seeking Alpha • Aug 03
Axogen: The Regulatory Moat Is Becoming A Commercial Flywheel
Summary Axogen is transforming from a niche tissue supplier into a comprehensive nerve care platform, underpinned by FDA approval, stronger reimbursement, and expanding clinical evidence. Q2 2026 revenue grew 23.1% to $69.7M, with raised full-year guidance and strong elective market traction, though gross margin declined due to product mix and biologic costs. Avance’s FDA biologic approval grants 12 years of exclusivity, regulatory credibility, and improved payer coverage, positioning AXGN as a category leader with significant market opportunity. AXGN trades at a premium valuation, requiring sustained 15-20%+ growth and operating leverage; execution, margin expansion, and confirmatory trial results are critical to justifying current multiples. Read the full article on Seeking AlphaAnalyseartikel • Aug 01
Analysts Have Made A Financial Statement On Axogen, Inc.'s (NASDAQ:AXGN) Second-Quarter Report
Investors in Axogen, Inc. ( NASDAQ:AXGN ) had a good week, as its shares rose 6.9% to close at US$42.21 following the...Narrative-Update • Jun 14
AXGN: Lower Discount Rate And 2026 Guidance Will Support Further Upside
Axogen's analyst price target has been raised in a series of Street updates, with increases such as $5, $7, $8, $10 and $11, as analysts point to refined discount rate and earnings assumptions while keeping fair value and long term growth forecasts broadly consistent. Analyst Commentary Recent Street research on Axogen clusters around a similar narrative, with price target changes framed around adjustments to discount rates and earnings assumptions rather than sweeping changes to long term growth views or fair value frameworks.Narrative-Update • May 31
AXGN: Lower Risk Assumptions And 2026 Guidance Will Drive Upside Potential
Axogen's updated analyst price target is unchanged in this model at $50.78. Recent target increases from multiple firms are generally tied by analysts to refined discount rate assumptions and updated long term P/E expectations, rather than shifts in projected revenue growth or profit margins.Narrative-Update • May 04
AXGN: BLA Approval And New Market Entry Will Drive Upside Potential
Axogen's analyst price target has been raised from $41.22 to $50.78, with analysts pointing to updated assumptions around fair value, revenue growth, profit margins and recent Street research highlighting the impact of Avance Nerve Graft's BLA approval and commercial expansion opportunities. Analyst Commentary Recent Street research around Axogen clusters around the impact of Avance Nerve Graft's BLA approval, expanded market exposure and revised fair value assumptions, with a series of price target moves anchoring the discussion.Analyseartikel • Apr 30
Axogen, Inc. (NASDAQ:AXGN) Released Earnings Last Week And Analysts Lifted Their Price Target To US$50.78
It's been a pretty great week for Axogen, Inc. ( NASDAQ:AXGN ) shareholders, with its shares surging 12% to US$41.77 in...Narrative-Update • Apr 18
AXGN: BLA Approval And Market Expansion Will Shape Balanced Risk Reward Outlook
Narrative Update on Axogen Axogen's updated fair value estimate has moved by about $0.67, with analysts pointing to higher price targets around $40 to $42, supported by Avance Nerve Graft's FDA BLA approval, broader market expansion plans, and recent coverage highlighting its differentiated position in peripheral nerve repair. Analyst Commentary Recent research commentary on Axogen has focused heavily on the FDA BLA approval for Avance Nerve Graft, higher price targets around the low $40 range, and the company’s focus on expanding into new clinical markets.Narrative-Update • Apr 01
AXGN: BLA Approval Will Support Broader Peripheral Nerve Repair Adoption
Narrative Update on Axogen Axogen's analyst price targets have shifted higher into the low $40s, with analysts pointing to recent FDA BLA approval for Avance Nerve Graft, broader market expansion plans, and reduced risk following an equity raise as key supports for their updated views. Analyst Commentary Recent research on Axogen has centered on the FDA BLA approval for Avance Nerve Graft, the equity raise, and the company’s focus on peripheral nerve repair.Narrative-Update • Mar 17
AXGN: BLA Approval Should Support Wider Nerve Repair Market Adoption
Analysts have nudged Axogen's fair value estimate higher, with the blended price target moving from about $39.20 to roughly $40.56 as recent FDA BLA approval for Avance Nerve Graft and broader market expansion potential support more constructive views on growth and profitability. Analyst Commentary Recent research updates cluster around a more constructive view of Axogen following FDA BLA approval for Avance Nerve Graft and a clearer path to broader market coverage and adoption.Narrative-Update • Mar 03
AXGN: BLA Approval And Equity Raise Will Support 2026 Nerve Repair Rollout
Axogen's analyst price target moves higher, with recent Street research pointing to a range of $40 to $42 as analysts highlight the FDA BLA approval for Avance Nerve Graft, expanded market opportunities, and expectations for sustained revenue growth and improving profitability. Analyst Commentary Recent research updates cluster around the FDA BLA approval for Avance Nerve Graft and how it could influence Axogen's growth, profitability, and valuation over time.Narrative-Update • Feb 17
AXGN: Follow On Equity Raises Will Support Bullish 2025 Outlook
Analysts have slightly trimmed their average price target for Axogen, now reflecting a modestly lower assumed future P/E multiple while keeping fair value estimates around $37.33 and making only marginal adjustments to the discount rate, revenue growth, and profit margin assumptions. What's in the News Axogen filed a follow on equity offering of up to $85 million in common stock, providing additional access to equity capital if the company chooses to proceed with the full amount.Narrative-Update • Feb 02
AXGN: FDA Approval And Capital Raises Will Shape 2025 Outlook
Analysts have nudged their price target for Axogen slightly higher to reflect a modest uptick in fair value estimates to about $37.33. This move is supported by marginally stronger assumptions for profit margins and a slightly lower discount rate, while other pricing inputs, such as future P/E expectations, remain roughly in line with prior views.Narrative-Update • Jan 19
AXGN: Q3 Execution And 2025 Outlook Will Support Higher Confidence
Analysts have nudged their fair value estimate for Axogen higher to US$37.00 from US$35.44, citing recent price target increases following Q3 outperformance and raised 2025 guidance as support for this updated view. Analyst Commentary Recent research updates cluster around Axogen's Q3 performance and refreshed 2025 outlook, with multiple price target revisions framing how analysts are thinking about valuation, growth, and execution risk.Narrative-Update • Jan 04
AXGN: Q3 Execution Will Support Confidence In Raised 2025 Outlook
Analysts have nudged their average price target on Axogen higher, lifting it by a few dollars per share into the mid 20 dollar range. They cite the company's Q3 sales beat, increased 2025 growth outlook, and continued confidence in its market development strategy as key drivers of sustained revenue expansion.Narrative-Update • Dec 14
AXGN: Market Development Progress Will Support Confidence In 2025 Outlook
Axogen's analyst price target has been raised materially, increasing from about $29 to roughly $35. Analysts cite a Q3 beat, an improved 2025 sales growth outlook of at least 19 percent year over year, and continued confidence that the company’s market development strategy will support faster revenue growth even as margins normalize.Narrative-Update • Nov 30
AXGN: Execution And Upgraded Outlook Will Support Measured Momentum Ahead
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.Analyseartikel • Nov 27
Returns Are Gaining Momentum At Axogen (NASDAQ:AXGN)
What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...Narrative-Update • Nov 16
AXGN: Strong Execution Will Drive Revenue Momentum With Upgraded 2025 Outlook
Axogen’s analyst price target has increased from $27.38 to $28.50 per share. Analysts cite strong quarterly results and higher fiscal 2025 growth guidance as supporting factors for this upward revision.Analyseartikel • Nov 04
Axogen, Inc. (NASDAQ:AXGN) Looks Just Right With A 30% Price Jump
Axogen, Inc. ( NASDAQ:AXGN ) shares have continued their recent momentum with a 30% gain in the last month alone. The...Narrative-Update • Oct 31
AXGN: Strong Sales Momentum And Upcoming FDA Decision Will Drive Future Upside
Axogen’s analyst price target has increased from $24.71 to $27.38. Analysts cite robust third-quarter performance and a heightened growth outlook for 2025 as the key drivers behind their upward revisions.Analyseartikel • Sep 12
Axogen (NASDAQ:AXGN) Has A Pretty Healthy Balance Sheet
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Analyseartikel • Jul 23
Axogen, Inc.'s (NASDAQ:AXGN) Shares Leap 29% Yet They're Still Not Telling The Full Story
Those holding Axogen, Inc. ( NASDAQ:AXGN ) shares would be relieved that the share price has rebounded 29% in the last...Neues Narrative • May 29
BLA Approval Will Secure 12-Year Exclusive Market Position
Anticipated product approval and targeted commercial expansion are driving increased market share, revenue growth, and improved profitability potential.Analyseartikel • May 10
Axogen, Inc. (NASDAQ:AXGN) Might Not Be As Mispriced As It Looks After Plunging 32%
Axogen, Inc. ( NASDAQ:AXGN ) shareholders that were waiting for something to happen have been dealt a blow with a 32...Analyseartikel • Apr 17
Would Axogen (NASDAQ:AXGN) Be Better Off With Less Debt?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Analyseartikel • Mar 26
Shareholders Should Be Pleased With Axogen, Inc.'s (NASDAQ:AXGN) Price
You may think that with a price-to-sales (or "P/S") ratio of 4.5x Axogen, Inc. ( NASDAQ:AXGN ) is a stock to...Analyseartikel • Jan 14
Is Axogen (NASDAQ:AXGN) Using Too Much Debt?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Analyse der Geschäftsführervergütung
| Datum | Gesamtvergütung | Gehalt | Unternehmensgewinne |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | -US$34m |
| Mar 31 2026 | n/a | n/a | -US$31m |
| Dec 31 2025 | US$9m | US$776k | -US$16m |
| Sep 30 2025 | n/a | n/a | -US$2m |
| Jun 30 2025 | n/a | n/a | -US$5m |
| Mar 31 2025 | n/a | n/a | -US$7m |
| Dec 31 2024 | US$9m | US$303k | -US$10m |
Vergütung im Vergleich zum Markt: MikeDie Gesamtvergütung ($USD9.05M) liegt im Durchschnitt der Unternehmen ähnlicher Größe auf dem Markt US ($USD7.02M).
Entschädigung vs. Einkommen: MikeDie Vergütung des Vorstandsvorsitzenden entsprach im vergangenen Jahr der Unternehmensleistung.
Geschäftsführer
Mike Dale (66 yo)
2.1yrs
Amtszeit
US$9,047,454
Vergütung
Mr. Michael D. Dale is Independent Director of CVRx, Inc. from June 1, 2026. Mr. Dale is CEO & Director of AxoGen, Inc. from August 9, 2024 and also serves as its President since 2025. Mr. Dale served as t...
Führungsteam
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| President | 2.1yrs | US$9.05m | 0.11% $ 2.8m | |
| Chief Financial Officer | 1.3yrs | US$1.94m | 0.11% $ 2.9m | |
| Chief Scientific Officer | less than a year | US$2.26m | 0.41% $ 10.5m | |
| Executive VP | 3.5yrs | US$3.06m | 0.085% $ 2.2m | |
| Chief Marketing Officer | 3.6yrs | US$2.28m | 0.12% $ 3.2m | |
| Senior Vice President of Operations | no data | keine Daten | keine Daten | |
| Vice President of Finance & Investor Relations | no data | keine Daten | keine Daten | |
| Chief Medical Officer | 2.7yrs | keine Daten | keine Daten | |
| Chief Revenue Officer | less than a year | keine Daten | 0.16% $ 4.1m | |
| Vice President of Global Health Economics | no data | keine Daten | keine Daten |
2.1yrs
Durchschnittliche Betriebszugehörigkeit
58yo
Durchschnittliches Alter
Erfahrenes Management: AXGNDas Führungsteam des Unternehmens gilt als erfahren (2.1 Jahre durchschnittliche Betriebszugehörigkeit).
Vorstandsmitglieder
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| President | 2.1yrs | US$9.05m | 0.11% $ 2.8m | |
| Independent Chairman of the Board | 6yrs | US$242.06k | 0.055% $ 1.4m | |
| Member of Board of Advisor | no data | keine Daten | keine Daten | |
| Member of Board of Advisor | no data | keine Daten | keine Daten | |
| Independent Director | 5.2yrs | US$217.49k | 0.024% $ 625.9k | |
| Independent Director | 2.8yrs | US$212.66k | 0% $ 0 | |
| Independent Director | 7.3yrs | US$217.49k | 0.087% $ 2.3m | |
| Independent Director | 4.2yrs | US$224.99k | 0.024% $ 630.3k | |
| Independent Director | 3.8yrs | US$209.99k | 0.018% $ 471.0k |
4.2yrs
Durchschnittliche Betriebszugehörigkeit
59yo
Durchschnittliches Alter
Erfahrener Vorstand: AXGNDie Vorstandsmitglieder gelten als erfahren (4.2 Jahre durchschnittliche Amtszeit).
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/09/21 22:07 |
| Aktienkurs zum Tagesende | 2026/09/21 00:00 |
| Gewinne | 2026/06/30 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Details zum Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite; außerdem bieten wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf Youtube an.
Erfahren Sie mehr über das , das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
Axogen, Inc. wird von 19 Analysten beobachtet. 10 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Caitlin Cronin | Canaccord Genuity |
| David Turkaly | Citizens JMP Securities, LLC |
| Christopher Pasquale | Guggenheim Securities, LLC |