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KeyBanc upgrades Exagen on improved revenue visibility

KeyBanc last night upgraded Exagen (XGN) to Overweight from Sector Weight with a $12 price target The firm sees higher revenue visibility due to the company’s improved pricing, salesforce additions, and new payers like Tricare. Exagen is a leader in autoimmune diagnostics and its revenue guidance implies growth of 17%-25% in 2025, the analyst tells investors in a research note. KeyBanc believes the company is working to expand its leading market position in novel connective tissue diagnosis with new biomarkers in early 2026 to increase the “moat” around its core test.

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