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Niagen Bioscience (NAGE)
NASDAQ:NAGE
Earnings Data
Report Date
May 13, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.07Last Year’s EPS
0.06Same Quarter Last Year
Strong Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized strong financial performance (30% FY revenue growth, improved margins, adjusted EBITDA and cash/no debt), clear commercial momentum in Tru Niagen and expanding scientific validation and IP protection. Management also described measured, conservative guidance for 2026, planned investments in new channels (Niagen Plus injections, beauty/topical products) and continued R&D/pharma efforts (NB-4168). Key risks include increased competition and market confusion from NMN / FDA developments (now subject to litigation), some mixed clinical results (e.g., Parkinson's), higher G&A and marketing investments, and B2B revenue unpredictability. Overall, positive operational and scientific momentum outweighs the near-term regulatory, competitive and expense headwinds.Company Guidance
Strong Revenue Growth
Q4 2025 revenue of $33.8M, up 16% year-over-year; Full-year 2025 net revenue $129.4M, up 30% year-over-year and materially above the initial guidance of 18%.
Profitability and Cash Position
Net income for FY2025 was $17.4M versus $8.6M in FY2024; Q4 2025 net income of $4.1M ($0.05 per share). Ended year with $64.8M in cash and no debt.
Improved Margins and EBITDA
Gross margin improved to ~64.3% for the year and 64.1% in Q4 (up ~160 bps YoY in Q4); adjusted EBITDA for 2025 was $20.4M, an increase of $11.9M versus prior year.
Tru Niagen Consumer Momentum
Q4 Tru Niagen revenue $27.5M, up 21% YoY; e-commerce contributed $20.2M, up 17% YoY — showing strong direct-to-consumer strength and channel performance.
Ingredient and B2B Contribution
Q4 ingredient revenue $5.6M, up 5% YoY (food-grade $4.7M; pharma-grade $0.9M); B2B distribution revenue in Q4 was $7.3M with strategic partnerships supporting growth.
Operational Execution and Cash Flow
Net cash provided by operations was $13.5M for FY2025 (up from $12.1M prior year); management emphasized disciplined expense scaling and improved collections.
Strategic IP and Portfolio Actions
Acquired patents for multiple NR salt forms (NR maleate, NR tartrate and derivatives); secured a patent covering methods of use for NR in IV/injectable formulations — strengthening IP protection and commercial flexibility.
Niagen Plus and New Channel Launches
Niagen Plus expanded to >1,200 clinics; plan to launch at-home Niagen Plus injection kits via proprietary telehealth in H1 2026 and expand to med spas, doctors' offices and other telehealth partners later in 2026.
Clinical & Scientific Evidence Expansion
Since last call 29 studies published including 8 clinical studies; notable findings — Niagen versus NMN head-to-head (~2x blood NAD increase for Niagen), Finland study showing slowed biological aging by epigenetic clocks, positive long-COVID fatigue and cognitive signals, and two independent Niagen IV studies showing better tolerability and reduced infusion time vs NAD IV.
Non-Core Business Divestiture
Sold ChromaDex Reference Standards business for approximately $6M in cash (adjusted for working capital), streamlining operations and focusing capital on core NAD science and commercial initiatives.
NAGE Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
NAGE Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 04, 2026 | $4.94 | $5.10 | +3.24% |
Nov 04, 2025 | $6.95 | $6.88 | -1.01% |
Aug 06, 2025 | $9.40 | $9.61 | +2.23% |
May 07, 2025 | $8.45 | $9.24 | +9.35% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Niagen Bioscience (NAGE) report earnings?
Niagen Bioscience (NAGE) is schdueled to report earning on May 13, 2026, After Close (Confirmed).
What is Niagen Bioscience (NAGE) earnings time?
Niagen Bioscience (NAGE) earnings time is at May 13, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is NAGE EPS forecast?
NAGE EPS forecast for the fiscal quarter 2026 (Q1) is 0.07.