Axogen, Inc.

NasdaqCM:AXGN Voorraadrapport

Marktkapitalisatie: US$2.2b

Axogen Beheer

Beheer criteriumcontroles 3/4

De CEO Axogen is Michael Dale, benoemd in Aug2024, heeft een ambtstermijn van 1.75 jaar. De totale jaarlijkse vergoeding van { bedraagt $ 9.05M, bestaande uit 8.6% salaris en 91.4% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 0.12% van de aandelen van het bedrijf, ter waarde $ 2.60M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 2.3 jaar en 4.3 jaar.

Belangrijke informatie

Michael Dale

Algemeen directeur

US$9.0m

Totale compensatie

Percentage CEO-salaris8.58%
Dienstverband CEO1.8yrs
Eigendom CEO0.1%
Management gemiddelde ambtstermijn2.3yrs
Gemiddelde ambtstermijn bestuur4.3yrs

Recente managementupdates

Recent updates

Narratiefupdate 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...
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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...
Narratiefupdate 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...
Narratiefupdate 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...
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Nieuw narratief 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...
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
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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 CEO-vergoeding

Hoe is Michael Dale's beloning veranderd ten opzichte van Axogen's winst?
DatumTotale vergoedingSalarisBedrijfswinsten
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

Compensatie versus markt: De totale vergoeding ($USD 9.05M ) Michael } ligt boven het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 5.47M ).

Compensatie versus inkomsten: De vergoeding van Michael is het afgelopen jaar in lijn geweest met de bedrijfsprestaties.


CEO

Michael Dale (65 yo)

1.8yrs
Tenure
US$9,047,454
Compensatie

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...


Leiderschapsteam

NaamPositieTenureCompensatieEigendom
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%
$ 9.7m
Craig Swandal
Vice President of Operationsno datageen gegevensgeen gegevens
Harold Tamayo
Vice President of Finance & Investor Relationsno datageen gegevensgeen gegevens
Doris Quackenbush
Vice President of Sales4.3yrsgeen gegevens0.17%
$ 3.8m
Ivica Ducic
Chief Medical Officer2.3yrsgeen gegevensgeen gegevens
2.3yrs
Gemiddelde duur
57yo
Gemiddelde leeftijd

Ervaren management: Het managementteam van AXGN wordt beschouwd als ervaren (gemiddelde ambtstermijn 2.3 jaar).


Bestuursleden

NaamPositieTenureCompensatieEigendom
Michael Dale
President1.8yrsUS$9.05m0.12%
$ 2.6m
Paul Thomas
Independent Chairman of the Board5.7yrsUS$242.06kgeen gegevens
Bruce Mast
Member of Board of Advisorno datageen gegevensgeen gegevens
David Muir
Member of Board of Advisorno datageen gegevensgeen gegevens
John Johnson
Independent Director4.8yrsUS$217.49kgeen gegevens
Kathy Weiler
Independent Director2.4yrsUS$212.66kgeen gegevens
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%
$ 4.1k
Joseph Tyndall
Independent Director3.4yrsUS$209.99kgeen gegevens
4.3yrs
Gemiddelde duur
61yo
Gemiddelde leeftijd

Ervaren bestuur: De raad van bestuur van AXGN wordt beschouwd als ervaren (gemiddelde ambtstermijn 4.3 jaar).


Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/05/24 08:01
Aandelenkoers aan het einde van de dag2026/05/22 00:00
Inkomsten2026/03/31
Jaarlijkse inkomsten2025/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

Axogen, Inc. wordt gevolgd door 18 analisten. 9 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

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