HC Wainwright Issues Optimistic Outlook for NAGE Earnings

Key Points

• HC Wainwright raised its Q1 2026 EPS estimate for Niagen Bioscience from $0.05 to $0.08 and forecasts FY2026 EPS of $0.33 and FY2027 EPS of $0.37.
• Niagen reported strong Q4 and FY2025 results—16% year‑over‑year revenue growth, improved gross margins and an earnings beat—which triggered a post‑earnings rally (stock up ~3.2% and a notable after‑hours spike).
• Management's FY2026 revenue guidance of $142.4M–$148.8M came in below the Street (~$153.3M); Canaccord trimmed its price target to $13, but consensus remains a Moderate Buy with an average target of $16.

Niagen Bioscience, Inc. (NASDAQ:NAGE - Free Report) - HC Wainwright increased their Q1 2026 earnings estimates for shares of Niagen Bioscience in a report released on Thursday, March 5th. HC Wainwright analyst R. Selvaraju now anticipates that the company will post earnings of $0.08 per share for the quarter, up from their previous estimate of $0.05. HC Wainwright also issued estimates for Niagen Bioscience's Q2 2026 earnings at $0.04 EPS, Q4 2026 earnings at $0.12 EPS, FY2026 earnings at $0.33 EPS, Q1 2027 earnings at $0.07 EPS, Q2 2027 earnings at $0.09 EPS, Q3 2027 earnings at $0.10 EPS, Q4 2027 earnings at $0.11 EPS and FY2027 earnings at $0.37 EPS.

A number of other analysts have also issued reports on NAGE. Canaccord Genuity Group decreased their price target on Niagen Bioscience from $14.00 to $13.00 and set a "buy" rating on the stock in a research note on Thursday. Weiss Ratings reissued a "hold (c)" rating on shares of Niagen Bioscience in a research report on Thursday, January 22nd. Three investment analysts have rated the stock with a Buy rating and one has given a Hold rating to the stock. According to MarketBeat, the company has a consensus rating of "Moderate Buy" and an average price target of $16.00.

Niagen Bioscience Stock Up 3.2%

NAGE stock opened at $5.10 on Friday. The stock has a market capitalization of $407.03 million, a price-to-earnings ratio of 25.50 and a beta of 2.11. Niagen Bioscience has a 52-week low of $4.72 and a 52-week high of $14.69. The stock's fifty day simple moving average is $5.77 and its 200-day simple moving average is $7.17.

Institutional Trading of Niagen Bioscience

A number of institutional investors have recently modified their holdings of the company. Invesco Ltd. increased its position in Niagen Bioscience by 28.5% during the 4th quarter. Invesco Ltd. now owns 43,641 shares of the company's stock worth $278,000 after purchasing an additional 9,688 shares in the last quarter. Corient Private Wealth LLC purchased a new stake in Niagen Bioscience during the fourth quarter worth approximately $204,000. SummitTX Capital L.P. purchased a new stake in Niagen Bioscience during the fourth quarter worth approximately $79,000. Tudor Investment Corp ET AL acquired a new stake in shares of Niagen Bioscience in the fourth quarter worth $360,000. Finally, Quadrature Capital Ltd purchased a new position in shares of Niagen Bioscience in the 4th quarter valued at $104,000. Hedge funds and other institutional investors own 15.41% of the company's stock.

Niagen Bioscience News Roundup

Here are the key news stories impacting Niagen Bioscience this week:

• Positive Sentiment: Q4 blowout results — Niagen reported strong Q4 and FY2025 results with 16% year‑over‑year revenue growth (Q4 net sales $33.8M, Tru Niagen sales $27.5M), improved gross margins (64.1%) and solid profitability metrics that beat estimates; these fundamentals are the main driver of today’s upward move. Niagen Bioscience Reports Q4 & FY2025 Results
• Positive Sentiment: Earnings beat — Niagen beat consensus EPS and revenue estimates for the quarter (EPS topped estimates; revenue and other metrics outperformed), reinforcing investor confidence in near‑term execution. NAGE Tops Q4 Estimates (Zacks)
• Positive Sentiment: After‑hours rally signaled heavy buying interest — the stock spiked in after‑hours trading on the results and commentary, a near‑term technical catalyst that helped push the price up during extended trading. Niagen Bioscience Rallies 18% After Hours (Benzinga)
• Neutral Sentiment: Analyst action: Canaccord lowered its price target slightly from $14 to $13 but kept a Buy rating, leaving a large implied upside — this is not a negative endorsement of the story but tempers near‑term upside expectations. Canaccord Lowers PT to $13 (Benzinga)
• Neutral Sentiment: Investor research/valuation pieces are re‑running after guidance was issued — analysts and value‑modelers are updating forecasts now that management provided FY‑2026 direction, so additional analyst revisions are likely over the next few days. A Look At Niagen Valuation After New 2026 Guidance (Yahoo)
• Negative Sentiment: FY‑2026 revenue guidance came in below consensus — management’s revenue range ($142.4M–$148.8M) is under the Street estimate (~$153.3M), which tempers the upside from the beat and is a potential headwind for the stock if analysts lower forward estimates. Q4 2025 Earnings Call Highlights (Yahoo)

Niagen Bioscience Company Profile

Niagen Bioscience, Inc is a global bioscience company, which engages in acquiring, developing, and commercializing proprietary-based ingredient technologies. It is pioneering research on nicotinamide adenine dinucleotide (NAD+). The company's patent portfolio includes Nicotinamide Riboside (NR) and other NAD+ precursors, which are commercialized as the flagship ingredient Niagen. It operates through the following segments: Consumer Products, Ingredients, and Analytical Reference Standards and Services.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.