NAGE is a leader in the growing NAD+ supplement market, benefiting from rising health and longevity trends and strong brand awareness with its flagship Tru Niagen product. Analyst estimates for 2025 remain too low; further upside revisions look possible based on our alternative data channel checks. Our DCF valuation suggests at least 20% upside as a standalone company, and even more if viewed through the lens of a potential acquirer.
Niagen Bioscience's stock price is breaking out with strong fundamentals, proprietary IP, and a leadership position in the NAD+ longevity market. Revenue and margins are rising, driven by Tru Niagen e-commerce and pharma-grade injectables, with operating leverage and efficient marketing boosting profitability. Valuation is rich, reflecting high expectations for continued growth and clinical pipeline success, but execution risk is elevated at these multiples.
Niagen Bioscience, Inc. Q1 2025 - Earnings Conference Call May 7, 2025 4:30 PM ET Company Participants Wesley Yu - VP of Finance Rob Fried - CEO Ozan Pamir - CFO Andrew Shao - SVP, Scientific & Regulatory Affairs Conference Call Participants Ram Selvaraju - H. C. Wainwright Mitch Pinheiro - Sturdivant & Company Sean McGowan - ROTH Capital Partners Matt Dain - Tieton Capital Management Susan Anderson - Canaccord Genuity JP Mark - Farmhouse Equity Research Operator Ladies and gentlemen, thank you for standing by, and welcome to Niagen Biosciences Inc. First Quarter of 2025 Earnings Conference Call.
Niagen Bioscience (NAGE) came out with quarterly earnings of $0.04 per share, beating the Zacks Consensus Estimate of $0.02 per share. This compares to loss of $0.01 per share a year ago.