The strong financial performance, combined with the strategic patent acquisition and new product launches, suggests continued growth momentum. The 10-15% revenue growth outlook for 2026 provides visibility into future performance. Traders should monitor the execution of the share repurchase program and the integration of the acquired patent portfolio.
Price Chart
Executive Summary
Niagen Bioscience reported strong 2025 financial results with a 30% year-over-year increase in net sales to $129.4 million and a 103% increase in net income to $17.4 million. The company also announced a 10-15% net sales growth outlook for 2026, excluding the recently sold reference standards segment, and highlighted several strategic developments including the acquisition of key NR patents and new product launches.
Key Financial Metrics
Key Facts
- Net sales increased 30% YoY to $129.4 million in 2025
- Net income increased 103% YoY to $17.4 million in 2025
- Gross margin improved 250 bps YoY to 64.3% in 2025
- Adjusted EBITDA increased 139% YoY to $20.4 million in 2025
- 2026 net sales outlook reflects 10-15% growth (excluding recently sold reference standards segment)
- Acquired core nicotinamide riboside (NR) patent portfolio from Queens University Belfast
- Authorized $10 million share repurchase program
Financial Impact
30% YoY revenue growth to $129.4 million, 103% YoY net income growth to $17.4 million, 139% YoY Adjusted EBITDA growth to $20.4 million
Segment Breakdown
| Segment | Revenue | Growth |
|---|---|---|
| Tru Niagen | $97.7M | +27.0% |
| Niagen ingredient | $27.9M | +45.0% |
Risk Factors
- The 10-15% growth outlook is excluding the recently sold reference standards segment, which may impact overall growth metrics
- The company has increased its general and administrative expenses significantly, which could pressure margins if not managed properly
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001386570-26-000014 |
| Exhibit: ex992-nageearningspresen.htm | 0001386570-26-000014 |
| Document: cdxc-20260304.htm | 0001386570-26-000014 |
| Document: 0001386570-26-000014-index-headers.html | 0001386570-26-000014 |
| Document: 0001386570-26-000014-index.html | 0001386570-26-000014 |
| Document: 0001386570-26-000014.txt | 0001386570-26-000014 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Jul 10, 2026 15w ago | 424B5 | $3.47 $2.69 | ▲ +22.48% | ▲ +26.47% | $2.44 (+29.68%) |
Jul 10, 2026 15w ago | EFFECT | $3.39 $2.68 | ▲ +20.94% | ▲ +23.58% | $2.44 (+28.02%) |
Jun 26, 2026 17w ago | S-3 | $3.30 $3.09 | ▲ +6.36% | ▲ +10.75% | $2.44 (+26.06%) |
May 6, 2026 24w ago | 8-K | $4.19 $3.53 | ▼ −15.75% | ▼ −19.58% | $2.44 (−41.77%) |
Mar 4, 2026 33w ago | 8-K | $5.10 $3.61 | ▼ −29.22% | ▼ −40.52% | $2.44 (−52.16%) |
Feb 26, 2026 34w ago | 8-K | $5.18 $3.79 | ▼ −26.83% | ▼ −34.58% | $2.44 (−52.90%) |
US Market Status
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