Axonics, Inc.

NasdaqGS:AXNX Rapport sur les actions

Capitalisation boursière : US$3.6b

This company has been acquired

The company may no longer be operating, as it has been acquired. Find out why through their latest events.

Axonics Dividendes et rachats

Dividende contrôle des critères 0/6

Axonics n'a pas d'antécédents de versement de dividendes.

Informations clés

n/a

Rendement du dividende

-0.1%

Rendement des rachats

Rendement total pour l'actionnaire-0.1%
Rendement futur des dividendes0%
Croissance des dividendesn/a
Prochaine date de paiement du dividenden/a
Date ex-dividenden/a
Dividende par actionn/a
Ratio de distributionn/a

Mises à jour récentes sur les dividendes et les rachats

Pas de mise à jour

Recent updates

Seeking Alpha • Nov 05

Axonics' Market Growth Strengthens Boston Scientific's Future

Summary Boston Scientific Corporation plans to acquire Axonics, Inc. for $3.7 billion in cash to expand its urology offerings with Axonics' innovative urinary and bowel disorder treatments. Axonics, founded in 2013, is renowned for developing less invasive treatments for bladder and bowel issues, including a neurostimulator with a 20-year battery life. Boston Scientific, a major player in medical technology since 1979, will enhance its sacral neuromodulation capabilities through this acquisition. The acquisition positions Boston Scientific to better support individuals with chronic bladder and bowel conditions, strengthening its market presence in this growing field. Read the full article on Seeking Alpha
Article d’analyse • Jul 14

A Look At The Fair Value Of Axonics, Inc. (NASDAQ:AXNX)

Key Insights Axonics' estimated fair value is US$55.68 based on 2 Stage Free Cash Flow to Equity Current share price of...
Article d’analyse • Jun 20

Axonics, Inc.'s (NASDAQ:AXNX) Earnings Haven't Escaped The Attention Of Investors

Axonics, Inc.'s ( NASDAQ:AXNX ) price-to-sales (or "P/S") ratio of 8.8x might make it look like a strong sell right now...
Article d’analyse • Mar 27

Is Axonics, Inc. (NASDAQ:AXNX) Trading At A 21% Discount?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Axonics fair value estimate is US$70.50 Current share price of...
Article d’analyse • Feb 28

Here's Why We're Not At All Concerned With Axonics' (NASDAQ:AXNX) Cash Burn Situation

Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...
Article d’analyse • Nov 28

Is Axonics, Inc. (NASDAQ:AXNX) Trading At A 32% Discount?

Does the November share price for Axonics, Inc. ( NASDAQ:AXNX ) reflect what it's really worth? Today, we will estimate...
Seeking Alpha • Oct 10

Axonics stock falls 5.6% after Needham downgrades rating

Axonics (NASDAQ:AXNX) is trading 5.6% lower after Needham downgraded rating to hold from buy. The analyst Mike Matson sees a less favorable risk/reward profile after Needham's urologist survey suggested the company may have difficulty driving upside to consensus 2023 revenue estimates. Matson says Axonics F15 product cycle is now largely reflected in the shares, and no additional major product cycles are expected in the next 12-18 months. He believes the stock now appears to be fairly valued. AXNX is up 7.5% in the last 12 months.
Seeking Alpha • Sep 07

Axonics Stock Is A Buy Amid Current Capex Cycle

Summary Axonics looks well-positioned to continue its recent upside on the chart, with a number of idiosyncratic tailwinds yet to be recognized. The recent equity underwriting of $35mm is noted, although this is hardly a risk given intended use for capital initiatives. Shares are trading at a premium relative to peers within the sector, however, valuations are more appealing on a composite of measures. On the culmination of these factors, we rate AXNX a buy. Investment summary Considering the systematic drivers of equity returns are well at play (namely, macroeconomic drivers, rates, industry factors, and growth factors) in markets right now, we argue to seek out exposure to idiosyncratic risk premia in order to derive risk-adjusted alpha. With this front of mind, we rate Axonics, Inc. (AXNX) a speculative buy following Q2 results and additional market factors discussed below. The company's niche operating segment continues to offer a defensible growth play albeit with little correlation to equity markets, attractive features in the current investment landscape. In addition to these points, shares are trading at multiples above the peer median; however, this is balanced when factoring in a number of inputs into the valuation debate. With this, and recent momentum on the chart in mind, we rate AXNX a buy. Exhibit 1. AXNX 6-month price action Data: Refinitiv Eikon How current market factors impact AXNX The high-beta trade has unwound itself in FY22, and investors must now find selective opportunities with asymmetrical pricing within risk assets. Factor rotations have also been of high magnitude this year as well. Continuing its return to grace, value caught a strong bid from the June bounce, as seen in Exhibit 2. Investors have nibbled at compressed multiples in June-August as yields stabilized and a slight tightening of inflation. Value also continues to attract strategic positioning as managers seek to wind back equity duration and beta. Meanwhile, growth as caught a bid since this time as well, particularly in late August. This has direct implications to the outlook of the AXNX share price. With cash flows priced out into the future, we need investors to be net buyers of growth - and pay a premium at that to capture market-derived alpha when looking ahead. Exhibit 2. Both growth and value have caught a bid since the June bounce, highlighting some return in confidence to equities Data: Updata Meanwhile, whist yields have rolled over in recent months, alongside stock/bond correlations, a recent spike in the VIX and the long-end suggests stocks may not be out of the water, and raises questions on the validity of the relief rally outlined above. Exhibit 3. Whilst stock/bond correlations and yields have rolled over in recent months, recent spikes in volatility in stocks and steepness at the long-end suggest we aren't out of the woods at all Data: Updata Q2 earnings conducive of growth play AXNX generated total revenue of $69 million ("mm") last quarter, a 50% YoY growth schedule. Upside was driven by sacral neuromodulation ("SNM") revenue of $55.8mm, a 39% YoY gain. Nearly 100% of turnover was generated in the US, mitigating FOREX headwinds (although, the company did recognize a $12mm non-cash forex adjustment in its comprehensive loss). Q2 SNM sales were propped by the launch of the recharge-free Axonics F15 system. Meanwhile, Bulkamid sales came in at ~$13mm with ~$3mm in ex-US revenue, as the speed of new accounts and volume from existing accounts both saw upticks. We estimate the Bulkamid transaction (completed February FY21) to be accretive to ~$0.18 (18% margin) in EPS during the quarter. From the increase in revenue volume, gross margin increased by ~10 percentage points YoY to 72.8%. Moving down the P&L, it bought this down to an operating loss of ~$21.4mm, as operating expense came in 60% higher YoY. Net loss narrowed to ~$21mm, with a $12mm expense for foreign currency translation adjustments, bringing the comprehensive loss to $34mm. The strong quarter sees management lift FY22 guidance to 40% in revenue growth, calling for $253mm at the topline (previously $238mm). It anticipates SNM revenue of ~$205mm and Bulkamid to contribute $48mm, a 111% YoY gain. With respect to CMS outpatient facility rates, for 2023, the relevant sacral neuromodulation codes proposed an increase of 5-7%, whereas the Bulkamid code an increase of ~4%. In terms of catalysts to move the needle, we estimate there is substantial premium yet to be priced in by the market with regards to the company's 4th generation neurostimulator. AXNX submitted its PMA supplement to the FDA back in May on this. Key changes to the current model are around recharging, in that, the new model will only need recharging every 6 months for 1 hour, down from once a month. It expects this to be approved by year's end. AXNX valuation and conclusion Shares are currently trading at 14x TTM sales, well ahead of the GICS Health Care sector peer median of 4.45x. In addition, AXNX looks to be richly priced at 7.3x book value, again far in front of the peer's 2.16x multiple. However, the market has AXNX priced at ~13.3x forward sales, which, we believe, suggests the investors are pricing in an above-sector result for the company at the topline for the coming 12 months. We estimate FY23 sales of $317mm for the company, and at 13x this estimate sets a price target of $84, roughly 18% return potential from the current market price.
Seeking Alpha • Aug 03

Axonics prices stock offering of 1.75M shares

Axonics (NASDAQ:AXNX) priced its earlier announced underwritten public offering of 1.75M shares. Underwriters granted 30-day option to purchase up to 262.5K additional shares. Offer is expected to close on Aug.5, 2022. Net proceeds to be used working capital and general corporate purposes, including a potential $35M milestone payment in connection with its earlier announced and completed acquisition of Contura. Shares trading 3.1% down premarket.
Article d’analyse • Aug 02

Companies Like Axonics (NASDAQ:AXNX) Can Afford To Invest In Growth

Just because a business does not make any money, does not mean that the stock will go down. For example, although...
Seeking Alpha • May 30

Axonics: A Strong Medical Device Play With Significant Revenue Growth Opportunities

Axonics is a high-growth medical device play with strong revenue growth drivers. The company’s rechargeable SNM system generates the vast majority of its sales. Long-term investors can buy the company’s shares during pullbacks to maximize their gain.
Article d’analyse • Apr 19

Axonics (NASDAQ:AXNX) Is In A Strong Position To Grow Its Business

We can readily understand why investors are attracted to unprofitable companies. For example, biotech and mining...

Stabilité et croissance des paiements

Récupération des données sur les dividendes

Dividende stable: Données insuffisantes pour déterminer si les dividendes par action de AXNX ont été stables dans le passé.

Dividende croissant: Données insuffisantes pour déterminer si les paiements de dividendes de AXNX ont augmenté.

Rendement des dividendes par rapport au marché

Axonics Rendement des dividendes par rapport au marché
Comment le rendement du dividende de AXNX se compare-t-il à celui du marché ?
SegmentRendement du dividende
Entreprise (AXNX)n/a
25% du marché (US)1.4%
25% du marché (US)4.2%
Moyenne du secteur (Medical Equipment)2.2%
Analyste prévisionnel (AXNX) (jusqu'à 3 ans)0%

Dividende notable: Impossible d'évaluer le rendement des dividendes de AXNX par rapport aux 25 % les moins bien payés par les actionnaires, car la société n'a signalé aucun versement récent.

Dividende élevé: Impossible d'évaluer le rendement des dividendes de AXNX par rapport aux 25 % des principaux payeurs de dividendes, car la société n'a signalé aucun versement récent.

Bénéfice distribué aux actionnaires

Couverture des revenus: Données insuffisantes pour calculer le ratio de distribution de AXNX afin de déterminer si les dividendes versés sont couverts par les bénéfices.

Paiement en espèces aux actionnaires

Couverture des flux de trésorerie: Impossible de calculer la durabilité des dividendes car AXNX n'a signalé aucun versement.

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Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2024/11/14 21:08
Cours de l'action en fin de journée2024/11/14 00:00
Les revenus2024/09/30
Revenus annuels2023/12/31

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

Axonics, Inc. est couverte par 7 analystes. 10 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
Travis SteedBarclays
Travis SteedBofA Global Research
Christopher PasqualeGuggenheim Securities, LLC