NAGE Earnings
Wednesday, May 06 2026
EPS Estimate
$0.06
$0.06 – $0.06
Revenue Estimate
$30M
Current Price
$4.87
Our Position
bullishNiagen crushes 2025: +30% sales, +106% profit, raises 2026 guide
structured data
est. revisions falling
(-27.3pp / 30d)
Niagen's combination of 106% net income growth on 30% revenue growth signals strong operational leverage and margin expansion. The clean balance sheet and debt-free status give management flexibility to invest in the NAD+ category at a critical growth inflection point, while the conservative 2026 guidance (15% growth vs. prior 30%) suggests room for upside.
Watch: Monitor Q1 2026 results and any acceleration in consumer adoption of NAD+ products—the $145 million guidance assumes steady-state execution, but category tailwinds could unlock faster growth. Watch for gross margin trends and whether the company can sustain operating leverage as it scales.
Data Signal Summary
2 bullish
2 bearish
Estimates up +9%
Insider buying cluster
Put/call 1.6 (bearish skew)
Price downtrend
Key Context
Insider Activity
buying
Price Trend
downtrend
From 52w High
0.0%
P/E Ratio
24.3
Est. Revisions (30d)
+9.1% 1up/0dn
Analyst Target (mean)
$14 $12–$18 +179%
Options P/C Ratio
1.65
Est. Dispersion
0% 1 analysts
Insider Cluster
strong buy (officer)
Fund Convergence
strong Renaissance, Citadel, Two Sigma
Recent Activity
insider trades
10 transactions
Buy
·
PAMIR OZAN (Chief Financial Officer)
·6,685 shares
·$45,616
Exercise
·
FRIED ROBERT N. (Chief Executive Officer)
·66,667 shares
·$220,001
Buy
·
LOPEZ CARLOS LUIS (General Counsel)
·273 shares
·$2,146
Sell
·
JAKSCH FRANK LOUIS JR (Director)
·37,161 shares
·$229,956
Exercise
·
JAKSCH FRANK LOUIS JR (Director)
·50,001 shares
·$183,004
5 more
Buy
·
PAMIR OZAN
·2,907 shr
·$21,397
Sell
·
PATRICK KRISTIN
·23,000 shr
·$82,110
Exercise
·
PATRICK KRISTIN
·23,000 shr
·$38,320
Sell
·
LI KA SHING
·11,408,715 shr
·$38,105,108
Buy
·
CHAU HOI SHUEN SOLINA HOLLY
·11,408,715 shr
·$38,105,108
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