Niagen Bioscience, Inc.(NAGE)— Stock Profile, AI Score & Financials
Healthcare · Nasdaq · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .
Niagen Bioscience, Inc. (NAGE) stock profile, AI quality score, and SEC EDGAR financial data, a Healthcare sector company. 13F Pro's AI-powered ranking engine scores NAGE at 53.2/100 on a 32-signal composite quality model, placing it at rank #1,405 of 2,962 stocks — the top half of the AI-ranked universe. NAGE scores in the top quartile across balance sheet strength (94.0), revenue growth (83.4). Areas of concern include institutional flow (7.0) and revenue scale (18.9), which score below median versus the broader universe. Shareholder dilution risk is elevated at 25.8/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), Niagen Bioscience, Inc. reports quarterly revenue of $29.8M, net income of $963.0K. Top institutional holders of NAGE by reported 13-F value include BlackRock, SteelPeak Wealth, VANGUARD CAPITAL MANAGEMENT, based on the most recent SEC filings. NAGE trades on the Nasdaq exchange and files with the SEC under CIK 1386570. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate NAGE daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Niagen Bioscience, Inc. directly from SEC EDGAR.
AI Quality Score
53.2/100
AI Rank
#1,405
Revenue
$29.8M
Net Income
$963.0K
NAGE key financials by period
Niagen Bioscience, Inc. reported revenue, net income and margins by fiscal period, from SEC filings.
Period
Form
Revenue
Net income
Operating margin
FY 2025
10-K
$129.4M
$17.4M
12.6%
FY 2024
10-K
$99.6M
$8.6M
7.8%
FY 2023
10-K
$83.6M
$-4.9M
-6.7%
FY 2022
10-K
$72.0M
$-16.5M
-25.9%
FY 2021
10-K
$67.4M
$-27.1M
-40.1%
FY 2020
10-K
$59.3M
$-19.9M
-33.5%
Institutions holding NAGE
Institutional investors reporting a position in Niagen Bioscience, Inc. on SEC Form 13F.
AI-extracted from the 10-Q filed 2026-08-04 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Q2 revenue declined 4% YoY to $29.8M as Ingredients segment weakness and divestiture of Analytical Reference Standards business offset Consumer Products growth.
Biggest Revenue Drivers
Consumer Products$24.2M+6% YoY
Tru Niagen e-commerce channel grew ~$2.5M; offset by $2.3M decline in A.S. Watson Group sales; cross-border China sales increased ~$1.0M.
Ingredients$5.4M-29% YoY
Food-grade Niagen sales declined $1.1M due to softer downstream demand; pharmaceutical-grade sales fell $1.0M from reduced partner purchasing.
Biggest Revenue Drivers
Total revenue: $29.8M-4% YoY
Consumer Products$24.2M+6% YoY
Tru Niagen e-commerce channel grew ~$2.5M; offset by $2.3M decline in A.S. Watson Group sales; cross-border China sales increased ~$1.0M.
Ingredients$5.4M-29% YoY
Food-grade Niagen sales declined $1.1M due to softer downstream demand; pharmaceutical-grade sales fell $1.0M from reduced partner purchasing.
Analytical Reference Standards and Services$0MN/A
Business divested February 2026; Q2 2026 reflects only partial-period operations prior to sale.
Corporate and Other$0.2MN/A
Transition services revenue from post-divestiture agreement with buyer.
Largest Expense Items
Sales and Marketing$10.1M+23% YoY
Higher advertising and marketing spend for brand growth and customer acquisition; expansion of marketing organization personnel costs.
Cost of Sales$10.5M-4% YoY
Consumer Products gross margin improved 40 bps from e-commerce mix shift; Ingredients margin declined 720 bps due to unfavorable product mix and pricing concessions.
General and Administrative$7.0M-4% YoY
Lower royalties and professional fees offset by higher share-based compensation.
Research and Development$1.5M-3% YoY
Pharmaceuticals R&D increased 29% from CRO agreement for development programs; Niagen-allocated R&D to Consumer Products and Ingredients remained flat.
Margins: Gross margin declined 50 bps YoY to 64.8% due to unfavorable product mix in Ingredients (higher food-grade, lower pharmaceutical-grade sales) and pricing concessions to support commercial relationships, partially offset by e-commerce channel growth in Consumer Products. Operating margin compressed significantly to 2.4% from 10.2% YoY due to 760 bps increase in sales and marketing expense as percentage of revenue.
Watch Items from the Filing
Ingredients segment revenue declined 29% YoY; Company attributed decline to NMN competition following FDA's September 2025 determination and customer mix shift, creating significant margin pressure.
Two major customers (Customer C at 26.1% and Customer B at ~23.0% of trade receivables as of June 30, 2026) represent 37.2% of total outstanding receivables, creating collection and revenue concentration risk.
Pending litigation: Elysium Health appeals $9.2M attorneys' fees judgment (with post-judgment interest estimated at ~$10.4M through appeal); Federal Circuit oral arguments held July 9, 2026 with no ruling yet.
Two putative class action complaints filed May–June 2026 in California federal courts challenging Tru Niagen advertising claims; consolidated proceeding with amended complaint due August 14, 2026; no accrual recorded as early stage.
Company operates under sole-source NRC supply agreement with W.R. Grace through April 30, 2029 with ~$20.5M minimum purchase obligation through June 30, 2027; Grace holds crystalline NRC patents limiting alternative sourcing.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
