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Niagen Bioscience Inc

Niagen Bioscience Inc

NAGE
$3.28USD↓-3.53%-0.12 today

MARKET CAP

261.2M

P/E (TTM)

17.3x

FWD P/E

11.7x

DAY RANGE

$3 – $3

52W RANGE

$3
$12

AI Summary

Stalk
Sell NowHigh

Given the decisive break below the 3.61 support with elevated volume and extended EMAs, the downtrend remains intact across all horizons. Long-term and medium-term biases are bearish. Short-term conditions favor execution now. We will sell into the breakdown, leveraging momentum continuation dynamics.

  • ↑Q1’26 revenue $31.5M (+5% YoY); 2026 growth guidance 10–15%.
  • ↑Cash $66.5M, zero debt supports R&D and market expansion.
  • ↓FDA ruling on NMN opens flood of competitors, threatens margins.
Full analysis →

The case for & against

Bull & Bear analysis

Bullish

Niagen Bioscience, Inc. (NASDAQ: NAGE) is a company focused on developing and commercializing nicotinamide riboside (NR) products, which are key precursors for the NAD+ (nicotinamide adenine dinucleotide) compound associated with cellular health and aging. Following its rebranding from ChromaDex Corporation, Niagen is positioned as a leader in the dietary supplement and wellness sector, targeting the growing demand for healthy aging products through innovative applications and a strong e-commerce strategy.

Bull says

  • ↑Q1’26 revenue $31.5M (+5% YoY); 2026 growth guidance 10–15%.
  • ↑Cash $66.5M, zero debt supports R&D and market expansion.
  • ↑Niagen Plus at-home injection kits tap rising telehealth trend.
  • ↑Comprehensive patent portfolio underpins premium NAD supplement leadership.
  • ↑High earnings yield and strong profitability factors indicate value.
  • ↑Low leverage risk and positive oil‐price sensitivity bolster resilience.

Bear says

  • ↓FDA ruling on NMN opens flood of competitors, threatens margins.
  • ↓Negative revisions factor signals analyst downgrades cloud growth outlook.
  • ↓Selling & marketing expenses climbed to 30.7% of revenue, pressuring margins.
  • ↓Inventory build-up and delayed at-home kit rollout risk execution.
  • ↓High volatility and low book-to-price ratio suggest potential overvaluation.
  • ↓Regulatory uncertainty around NMN and FDA interactions heightens risk.

Investment themes with NAGE

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Earnings Call · Q1 2026 · Mgmt. Guidance

Updated 05-10-2026bullish

Transcript signals

Bull points

  • in the first quarter, we delivered $31.5 million in revenue, a 5% year-over-year growth excluding revenue from the recently divested reference standard business.
  • We generated a net income of $6.3 million and ended the quarter with $66.5 million in cash and no debt.
  • The core e-commerce business grew 14% year over year. The direct-to-consumer website grew twice as fast as Amazon.

Bear points

  • As anticipated, two of our customers did not order this quarter as much as they did a year ago, which impacted overall growth.
Read full transcript analysis ›