Axogen, Inc.

NasdaqCM:AXGN Rapport sur les actions

Capitalisation boursière : US$2.2b

Axogen Gestion

Gestion contrôle des critères 3/4

Le PDG Axogen est Michael Dale, nommé en Aug2024, a un mandat de 1.75 ans. La rémunération annuelle totale est $ 9.05M, composée du salaire de 8.6% et des bonus 91.4%, y compris les actions et options de la société. détient directement 0.12% des actions de la société, d'une valeur de $ 2.63M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 2.3 ans et 4.3 ans.

Informations clés

Michael Dale

Directeur général

US$9.0m

Rémunération totale

Pourcentage du salaire du PDG8.58%
Durée du mandat du directeur général1.8yrs
Propriété du PDG0.1%
Durée moyenne d'occupation des postes de direction2.3yrs
Durée moyenne du mandat des membres du conseil d'administration4.3yrs

Mises à jour récentes de la gestion

Recent updates

Mise à jour du récit 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.
Article d’analyse 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...
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Article d’analyse 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...
Mise à jour du récit 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.
Article d’analyse 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...
Mise à jour du récit 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.
Article d’analyse 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...
Article d’analyse 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...
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Nouveau récit 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.
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Seeking Alpha Jan 07

Axogen: Well Placed To Capitalize Growth At Higher Multiples

Summary Axogen has surged 204% in 12 months, driven by strong sales growth, margin expansion, and efficient capital utilization, offering a favorable risk/reward profile. I get to projected revenues of $280-$350M by FY'26E with NOPAT of $30-$40M, and a valuation range of $22-$28/share, providing 68% upside potential. AXGN's key growth drivers include successful new facility operations, Avance segment progress, and high adoption rates of Axoguard HA and Avive+ products. Read the full article on Seeking Alpha
Article d’analyse Dec 24

Axogen, Inc. (NASDAQ:AXGN) Looks Just Right With A 29% Price Jump

Axogen, Inc. ( NASDAQ:AXGN ) shareholders would be excited to see that the share price has had a great month, posting a...
Article d’analyse Sep 14

Even With A 28% Surge, Cautious Investors Are Not Rewarding AxoGen, Inc.'s (NASDAQ:AXGN) Performance Completely

Despite an already strong run, AxoGen, Inc. ( NASDAQ:AXGN ) shares have been powering on, with a gain of 28% in the...
Article d’analyse Aug 20

Would AxoGen (NASDAQ:AXGN) Be Better Off With Less 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 de la rémunération des PDG

Comment la rémunération de Michael Dale a-t-elle évolué par rapport aux bénéfices de Axogen?
DateRémunération totaleSalaireBénéfices de l'entreprise
Mar 31 2026n/an/a

-US$31m

Dec 31 2025US$9mUS$776k

-US$16m

Sep 30 2025n/an/a

-US$2m

Jun 30 2025n/an/a

-US$5m

Mar 31 2025n/an/a

-US$7m

Dec 31 2024US$9mUS$303k

-US$10m

Rémunération vs marché: La rémunération totale de Michael ($USD 9.05M ) est supérieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 5.45M ).

Rémunération et revenus: La rémunération de Michael a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.


PDG

Michael Dale (65 yo)

1.8yrs
Titularisation
US$9,047,454
Compensation

Mr. Michael D. Dale is CEO & Director of AxoGen, Inc. from August 9, 2024 and also serves as its President since 2025. Mr. Dale served as the Chief Executive Officer and President of GI Dynamics, Inc. sinc...


Équipe de direction

NomPositionTitularisationCompensationPropriété
Michael Dale
President1.8yrsUS$9.05m0.12%
$ 2.6m
Lindsey Hartley
Chief Financial Officer1yrUS$1.94m0.12%
$ 2.7m
Marc Began
Executive VP3.2yrsUS$3.06m0.094%
$ 2.1m
Jens Kemp
Chief Marketing Officer3.3yrsUS$2.28m0.14%
$ 3.0m
Erick DeVinney
Chief Innovation Officer2.3yrsUS$2.26m0.45%
$ 9.9m
Craig Swandal
Vice President of Operationsno datapas de donnéespas de données
Harold Tamayo
Vice President of Finance & Investor Relationsno datapas de donnéespas de données
Doris Quackenbush
Vice President of Sales4.3yrspas de données0.17%
$ 3.8m
Ivica Ducic
Chief Medical Officer2.3yrspas de donnéespas de données
2.3yrs
Durée moyenne de l'emploi
57yo
Âge moyen

Gestion expérimentée: L'équipe de direction de AXGN est considérée comme expérimentée (ancienneté moyenne 2.3 ans).


Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
Michael Dale
President1.8yrsUS$9.05m0.12%
$ 2.6m
Paul Thomas
Independent Chairman of the Board5.7yrsUS$242.06kpas de données
Bruce Mast
Member of Board of Advisorno datapas de donnéespas de données
David Muir
Member of Board of Advisorno datapas de donnéespas de données
John Johnson
Independent Director4.8yrsUS$217.49kpas de données
Kathy Weiler
Independent Director2.4yrsUS$212.66kpas de données
Alan Levine
Independent Director7yrsUS$217.49k0.069%
$ 1.5m
Amy Wendell
Independent Lead Director9.7yrsUS$224.99k0.16%
$ 3.6m
William Burke
Independent Director3.8yrsUS$224.99k0.00019%
$ 4.2k
Joseph Tyndall
Independent Director3.4yrsUS$209.99kpas de données
4.3yrs
Durée moyenne de l'emploi
61yo
Âge moyen

Conseil d'administration expérimenté: Les membres du conseil d'administration de AXGN sont considérés comme expérimentés (ancienneté moyenne 4.3 ans).


Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/27 17:41
Cours de l'action en fin de journée2026/05/27 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Axogen, Inc. est couverte par 18 analystes. 9 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Caitlin CroninCanaccord Genuity
David TurkalyCitizens JMP Securities, LLC
Christopher PasqualeGuggenheim Securities, LLC