Buy now (pre-market ~35.22): price action is in a clear uptrend (bullish MA stack + expanding positive MACD) and the Street is uniformly leaning bullish after the FDA BLA approval.
Impatient-entry friendly: despite being near first resistance (R1 ~35.56) and short-term RSI being stretched, the catalyst + sentiment mix supports upside continuation rather than waiting for a perfect pullback.
Key levels: a clean push/hold above 35.56 (R1) sets up a move toward 36.63 (R2); first meaningful support is 33.85 (pivot).
Activity: Today’s option volume 18 with ~17.48x vs 30-day average → sudden attention/interest.
Volatility: IV30 113.74 vs HV 68.55; IV Percentile 92.4 → options are priced rich, consistent with bullish/speculative demand but also implies expensive premium.
Technical Summary
Sell
1
Buy
11
Positive Catalysts
Regulatory catalyst: FDA approval of Avance BLA (transition to fully licensed biologic) strengthens moat and supports broader adoption/coverage.
Analyst momentum: Multiple firms raised price targets into the high 30s/40 with reiterated Buy ratings.
Fundamental growth signal: 2025/Q3 revenue +23.5% YoY with improving gross margin.
Neutral/Negative Catalysts
70 and price approaching R1 increases odds of near-term chop/pullback.
Gross Margin: 76.55%, +2.19% YoY (profit quality improving at the gross level).
Net Income: $0.71M, down 138.11% YoY (profitability volatility/pressure below gross line).
EPS: $0.01, down 125% YoY (bottom-line not yet consistently scaling with revenue).
Growth
Profitability
Efficiency
Analyst Ratings and Price Target Trends
Recent trend: Clear upward revisions after FDA approval—multiple price target raises with Buy reiterations.
Notable PTs: Jefferies $36 (from $29), Canaccord $37 (from $27), H.C. Wainwright $39 (from $26), Lake Street $40 (from $30).
Wall St pros: FDA approval broadens/solidifies label, supports coverage wins and surgeon adoption; perceived competitive moat; potential upside to 2026 estimates.
Wall St cons: execution risk (coverage ramp, sales productivity), reimbursement dynamics, and the business still showing uneven bottom-line conversion.
Politicians/Influential trading: No recent congress trading data available (no signal from that channel).
Wall Street analysts forecast AXGN stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for AXGN is 37.67 USD with a low forecast of 34 USD and a high forecast of 40 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
6 Analyst Rating
Wall Street analysts forecast AXGN stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for AXGN is 37.67 USD with a low forecast of 34 USD and a high forecast of 40 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
6 Buy
0 Hold
0 Sell
Strong Buy
Current: 33.900
Low
34
Averages
37.67
High
40
Current: 33.900
Low
34
Averages
37.67
High
40
H.C. Wainwright
H.C. Wainwright
Buy
maintain
$26 -> $39
AI Analysis
2025-12-05
Reason
H.C. Wainwright
H.C. Wainwright
Price Target
$26 -> $39
AI Analysis
2025-12-05
maintain
Buy
Reason
H.C. Wainwright raised the firm's price target on AxoGen to $39 from $26 and keeps a Buy rating on the shares after the company announced that the FDA had approved the Biologics License Application for its Avance acellular nerve scaffold. The approval further strengthens Avance's market positioning and should facilitate further market penetration of Avance in the coming years, the analyst tells investors.
Canaccord
Buy
maintain
$27 -> $37
2025-12-05
Reason
Canaccord
Price Target
$27 -> $37
2025-12-05
maintain
Buy
Reason
Canaccord raised the firm's price target on AxoGen to $37 from $27 and keeps a Buy rating on the shares. The firm noted the company announced FDA approval of the Biologics License Application (BLA) for Avance, formally transitioning the product from tissue-regulated status to a fully licensed biologic. This approval covers adult and pediatric patients with sensory, mixed, and motor peripheral nerve discontinuities. Canaccord sees the approval as a key catalyst for continued increases in commercial covered lives as well as societal and surgeon adoption.
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