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Axogen, Inc.

NasdaqCM:AXGN 株式レポート

時価総額:US$2.6b

  • 会社概要
    • 評価
    • 将来の成長
    • 過去の実績
    • 財務の健全性
    • 配当金
  • マネジメント
  • 所有権
  • その他の情報
  • 株式コミュニティ

Axogen マネジメント

マネジメント 基準チェック /44

Axogenの CEO はMike Daleで、 Aug2024年に任命され、 の在任期間は 2.08年です。 の年間総報酬は$ 9.05Mで、 8.6%給与と91.4%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.11%を直接所有しており、その価値は$ 2.81M 。経営陣と取締役会の平均在任期間はそれぞれ2.1年と4.2年です。

主要情報

Mike Dale

最高経営責任者

US$9.0m

報酬総額

CEO給与比率8.58%
CEO在任期間2.1yrs
CEOの所有権0.1%
経営陣の平均在職期間2.1yrs
取締役会の平均在任期間4.2yrs

経営陣の近況

Recent updates

User avatar
ナラティブ更新 • 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 Alpha
分析記事 • 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...
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ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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.
分析記事 • 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...
User avatar
ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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.
分析記事 • 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...
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ナラティブ更新 • 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.
分析記事 • 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...
User avatar
ナラティブ更新 • 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.
分析記事 • 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...
分析記事 • 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...
User avatar
新しいナラティブ • 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.
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...

CEO報酬分析

Axogen の収益と比較して、Mike Dale の報酬はどのように変化したか?
日付総報酬給与会社業績
Jun 30 2026n/an/a

-US$34m

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

報酬と市場: Mikeの 総報酬 ($USD 9.05M ) は、 US市場 ($USD 7.02M ) の同様の規模の企業の平均とほぼ同じです。

報酬と収益: Mikeの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Mike Dale (66 yo)

2.1yrs
在職期間
US$9,047,454
報酬

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...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Michael Dale
President2.1yrsUS$9.05m0.11%
$ 2.8m
Lindsey Hartley
Chief Financial Officer1.3yrsUS$1.94m0.11%
$ 2.9m
Erick DeVinney
Chief Scientific Officerless than a yearUS$2.26m0.41%
$ 10.5m
Marc Began
Executive VP3.5yrsUS$3.06m0.085%
$ 2.2m
Jens Kemp
Chief Marketing Officer3.6yrsUS$2.28m0.12%
$ 3.2m
Craig Swandal
Senior Vice President of Operationsno dataデータなしデータなし
Harold Tamayo
Vice President of Finance & Investor Relationsno dataデータなしデータなし
Ivica Ducic
Chief Medical Officer2.7yrsデータなしデータなし
Doris Quackenbush
Chief Revenue Officerless than a yearデータなし0.16%
$ 4.1m
Rick Ditto
Vice President of Global Health Economicsno dataデータなしデータなし
2.1yrs
平均在職期間
58yo
平均年齢

経験豊富な経営陣: AXGNの経営陣は 経験豊富 であると考えられます ( 2.1年の平均在職年数)。


取締役

名称ポジション在職期間報酬所有権
Michael Dale
President2.1yrsUS$9.05m0.11%
$ 2.8m
Paul Thomas
Independent Chairman of the Board6yrsUS$242.06k0.055%
$ 1.4m
Bruce Mast
Member of Board of Advisorno dataデータなしデータなし
David Muir
Member of Board of Advisorno dataデータなしデータなし
John Johnson
Independent Director5.2yrsUS$217.49k0.024%
$ 625.9k
Kathy Weiler
Independent Director2.8yrsUS$212.66k0%
$ 0
Alan Levine
Independent Director7.3yrsUS$217.49k0.087%
$ 2.3m
William Burke
Independent Director4.2yrsUS$224.99k0.024%
$ 630.3k
Joseph Tyndall
Independent Director3.8yrsUS$209.99k0.018%
$ 471.0k
4.2yrs
平均在職期間
59yo
平均年齢

経験豊富なボード: AXGNの 取締役会 は 経験豊富 であると考えられます ( 4.2年の平均在任期間)。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/09/21 16:38
終値2026/09/21 00:00
収益2026/06/30
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
  • SECフォーム10-K
  • SECフォーム10-Q
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
  • アナリストリサーチレポート
  • Blue Matrix
市場価格30年
  • 株価
  • 配当、分割、措置
  • ICEマーケットデータ
  • SECフォームS-1
所有権10年
  • トップ株主
  • インサイダー取引
  • SECフォーム4
  • SECフォーム13D
マネジメント10年
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主な進展10年
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  • SECフォーム8-K

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した ご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Axogen, Inc. 10 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。19

アナリスト機関
Caitlin CroninCanaccord Genuity
David TurkalyCitizens JMP Securities, LLC
Christopher PasqualeGuggenheim Securities, LLC

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