AI Earnings Predictions for Niagen Bioscience Inc. (NAGE)

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Niagen Bioscience, Inc. Reports Second Quarter 2026 Financial Results

Launched pharmaceutical program targeting rare genetic diseases and aging related disorders in July

Launched Niagen Plus telehealth platform

Net sales of $29.8 million, including $24.2 million from Tru Niagen

Generated $1.6 million of operating cash flow year-to-date

Net income of $1.0 million and adjusted EBITDA of $3.0 million

LOS ANGELES, CA - August 4, 2026 - Niagen Bioscience, Inc. (NASDAQ:NAGE) today announced operational updates and financial results for the second quarter of 2026.

Second Quarter 2026 Financial and Business Highlights

•Total net sales of $29.8 million, including $24.2 million from Tru Niagen®. Direct to consumer sales on the Company’s website grew by 23% year-over-year.

•Gross margin of 64.8%, reflecting continued strength in business mix.

•Net income of $1.0 million, with basic and diluted earnings per share of $0.01.

•Adjusted EBITDA, a non-GAAP measure, was $3.0 million.

•Total cash provided by operations of $1.6 million during the six months ended June 30, 2026, ending with $66.7 million in cash and cash equivalents.

•Repurchased $2.8 million of common stock during the quarter.

•Launched Niagen Plus telehealth platform and made the at-home injection kit of Niagen Plus available to patients on niagenplus.com. The Company received LegitScript certification in June 2026, which allows for advertisement of Niagen Plus at-home injection kits.

•Introduced NB4168, a proprietary lead investigational therapeutic candidate for treatment of rare genetic diseases and aging related disorders, initially targeting Ataxia-Telangiectasia (A-T). NB4168 is an oral small molecule engineered to deliver substantially greater nicotinamide riboside (NR) exposure than conventional NR while maintaining a differentiated pharmacokinetic and safety profile.

•NB4168 received the Rare Pediatric Disease (RPD) designation for the treatment of A-T from the U.S. Food and Drug Administration, and Orphan Medicinal Product Designation (OMPD) from the European Medicines Agency (EMA), supporting the Company's plans to advance the program globally.

•Engaged Evotec as its contract research organization for the preclinical and IND enabling studies for NB4168, anticipated to begin in Q3 2026.

•Renamed the ChromaDex External Research Program (CERP) to the Niagen Research Program, reflecting the Company's evolution and focus on advancing the understanding and applications of NAD+ through its flagship ingredient, Niagen®.

•Appointed Abhijit Kale, Ph.D., as Senior Director of Global External Research to lead the pharmaceutical program and oversee its expanding portfolio of external scientific collaborations. Dr. Kale previously served as a Scientific Review Officer at Hevolution Foundation and held scientific leadership roles at the Buck Institute for Research on Aging.

“During the quarter, Tru Niagen continued to demonstrate its category leadership, and at the same time, we laid the foundation strategically for what we expect will unlock tremendous value for years to come. The launch of our telehealth business and pharmaceutical program are long-term growth drivers that have evolved Niagen from a nutritional supplement business to a multi-asset anti-aging company,” said Rob Fried, Chief Executive Officer. “Our underlying consumer products business is the engine funding the rest of our value accretive initiatives and we are focused on investing across our multiple strategic growth opportunities, while maintaining cash flow of the business.”

2026 Outlook and Strategic Priorities:

For the full year 2026, the Company expects the e-commerce business to grow 10% to 15% year-over-year. We continue to expect the remainder of our consumer business to perform in line with our prior expectations. The ingredient business is expected to be lower than the prior year as some of our commercial partners continue to face a more competitive market, although we expect to add additional ingredient partners in the near term. We expect Niagen Plus growth and new skincare partnerships to become meaningful contributors beginning in 2027.

The Company believes 2026 is an important year of strategic investment and expects operating expenses to increase as it invests across commercial, research and administrative functions to support these strategic priorities, while continuing to focus on disciplined capital allocation and positive cash flow from operations.

Investor Conference Call

A live webcast will be held Tuesday, August 4, 2026 at 4:30 p.m. Eastern Daylight Time (1:30 p.m. Pacific Daylight Time) to discuss Niagen Bioscience’s second-quarter financial results and provide a general business update.

To listen to the webcast, or to view the earnings press release and its accompanying financial exhibits, please visit the Investor Relations section of Niagen Bioscience’s website at https://investors.nia

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Niagen Bioscience, Inc. Reports First Quarter 2026 Financial Results

Net sales increased to $31.5 million

Gross margin improved to 63.5%

Net income of $6.3 million, up $1.3 million from the prior year and adjusted EBITDA of $3.8 million

LOS ANGELES, CA - May 6, 2026 - Niagen Bioscience, Inc. (NASDAQ:NAGE) today announced financial results for the first quarter of 2026.

First Quarter 2026 Financial Highlights

•Total net sales increased 3% to $31.5 million, including $22.4 million from Tru Niagen®. Excluding the recently sold Analytical Reference Standards and Services segment from both periods, net sales rose 5% to $31.1 million.

•Gross margin of 63.5%, reflecting continued strength in business mix.

•Net income of $6.3 million, including a $4.8 million gain on the divestiture of the Analytical Reference Standards and Services operating segment.

•Basic and diluted earnings per share were $0.08 and $0.07, respectively.

•Adjusted EBITDA, a non-GAAP measure, was $3.8 million.

•Working capital(1) increased by $5.4 million quarter-over-quarter.

•Used $1.2 million in operating cash flow during the quarter, driven by increased inventory levels and timing of receivables, ending with $66.5 million in cash and cash equivalents.

•Repurchased $2.4 million of common stock during the quarter.

•Updated full year 2026 outlook: Sales & marketing investment expected to increase; general & administrative expense outlook improved to up $3–$4 million (from $4–$5 million).

Recent Operational Highlights

•In May 2026, the Company launched a clinician-directed telehealth platform under Niagen Plus, enabling eligible U.S. patients to access prescription-based Niagen® at-home injection kits, expanding the Niagen Plus clinic channel beyond in-person settings and introducing a direct-to-patient access model.

•In April 2026, the Company announced the establishment of the first United States Pharmacopeia (USP) monograph for nicotinamide riboside chloride (NRCL), supported by the Company’s scientific analytical contributions, establishing a standardized quality benchmark for NR-based ingredients and reinforcing the Company’s leadership in NAD+ science and quality.

•In April 2026, the Company announced the addition of another 503B compounding partner, diversifying the Company’s 503B network and supply chain capabilities while expanding Niagen Plus to include new product offerings.

•In March 2026, the Company expanded the Niagen Plus clinical channel with its first cruise ship clinic partnership, enabling the availability of Niagen IV across more than 80 Medi-Spa clinics operated by OneSpaWorld aboard high-end cruise ships, further extending access through premium medical and wellness channels.

•In March 2026, the Company’s board of directors approved an increase of the Company’s share repurchase program to $20 million.

•In March 2026, the Company entered the skincare category through the launch of Niagen’s Nanocloud™, a topical product developed by the Niagen Skincare Innovation Lab, to evaluate market opportunity and generate consumer insights to guide future development.

•In February 2026, the Company completed the divestiture of the Analytical Reference Standards and Services operating segment to LGC Standards in an all-cash transaction, further streamlining operations and reinforcing its focus on core NAD+ science and commercial growth.

“We delivered $31.5 million of net sales and $6.3 million of net income for the first quarter,” said Niagen Bioscience CEO, Rob Fried. “Our results reflect continued execution across the business, including growth in our e-commerce channel and progress across key strategic initiatives. We are advancing our scientific leadership and expanding our commercial reach while remaining focused on disciplined investment and long-term value creation from our NAD+ platform.”

(1) Working capital is defined as current assets minus current liabilities in each period. Prior disclosures referenced operating working capital (accounts receivable, inventory, and accounts payable). The definition was updated in the current period to align with standard financial statement presentation and improve comparability.

Results of operations for the three months ended March 31, 2026 compared to the prior year quarter

Net Sales increased to $31.5 million. Excluding the impact of the divested segment in both periods, net sales increased approximately 5% year-over-year. The growth in net sales was driven by continued growth in Tru Niagen®, led by strong e-commerce performance and higher sales through different distribution channels, partially offset by variability in orders from A.S. Watson. Niagen® ingredient sales also contributed to the growth.

Gross Margin improving to 63.5%, reflecting favorable business mix and supply chain efficiencies.

Operating Expense increased 26%, or $3.8 million, to $18.4 million, reflecting planned investments to support

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EXHIBIT 99.1

Niagen Bioscience Reports 30% Year-Over-Year Net Sales Increase to $129.4 million, 103% Net Income Increase to $17.4 million or $0.22 Basic EPS in 2025

Net sales increased 30% year-over-year to $129.4 million in 2025

Gross margin increased 250 bps year-over-year to 64.3% in 2025

Net income increased 103% year-over-year to $17.4 million in 2025

Adjusted EBITDA increased 139% year-over-year to $20.4 million in 2025

Cash and cash equivalents totaled $64.8 million at December 31, 2025 compared to $44.7 million at December 31, 2024

Full year 2026 net sales outlook reflects between 10-15% growth, excluding the recently sold reference standards segment.

LOS ANGELES, CA - March 4, 2026 - Niagen Bioscience, Inc. (NASDAQ:NAGE) today announced its fourth quarter and fiscal year 2025 financial results.

Fourth Quarter 2025 Financial Highlights Compared to Prior Year Quarter

•Total net sales increased 16% to $33.8 million, with Tru Niagen® sales of $27.5 million, up 21% from the prior year quarter.

•Gross margin increased 160 basis points to 64.1%.

•Net income of $4.1 million compared to $7.2 million in the prior year quarter. Q4 2024 benefited from a $3.5 million reversal of previously accrued royalties and license maintenance fees, and a $1.3 million recovery of credit losses related to the Elysium Health settlement, while the current-year quarter benefited from a $2.0 million gain related to the settlement of royalty obligations.

•Basic earnings per share was $0.05, and diluted earnings per share was $0.05, compared to $0.09 earnings per share in the prior year quarter for each.

•Adjusted EBITDA, a non-GAAP measure, was $4.1 million, an increase of $0.7 million from the prior year quarter.

Full Year 2025 Financial Highlights Compared to Prior Year

•Delivered on latest financial outlook across key metrics, demonstrating strong operational execution and focus on delivering shareholder value.

•Total net sales increased 30% to $129.4 million, with Tru Niagen® sales of $97.7 million and Niagen ingredient sales of $27.9 million, up 27% and 45%, respectively.

•Gross margin increased 250 basis points to 64.3%.

•Selling and marketing expense improved 220 basis points as a percentage of net sales to 27.4%, reflecting increased operating leverage.

•Net income of $17.4 million, an increase of $8.8 million from $8.6 million in the prior year. The prior year included a $3.5 million reversal of previously accrued royalties and license maintenance fees, while 2025 included a $2.0 million gain related to the settlement of royalty obligations. Both years included a $1.3 million recovery of credit losses related to the Elysium Health settlement.

•Basic earnings per share was $0.22, and diluted earnings per share was $0.20, improving from $0.11 earnings per share in the prior year for each.

•Adjusted EBITDA, a non-GAAP measure, was $20.4 million, increasing $11.9 million year-over-year.

•Generated positive operating cash flow of $13.5 million, ending the year with $64.8 million in cash and no outstanding borrowings.

Recent Operational Highlights

•In February, 2026, the Company sold substantially all of the assets of its analytical reference standards and services operating segment to a third party in an all-cash transaction for total consideration of approximately $6.0 million, less working capital adjustments of approximately $0.2 million. As of December 31, 2025, the assets of this segment were classified as held for sale and presented as such in the Company’s consolidated balance sheets.

•In January 2026, the Company announced a partnership with Truemed enabling qualified U.S. customers to use Health Savings Account (HSA) and Flexible Spending Account (FSA) funds to purchase Tru Niagen® on the Company’s direct-to-consumer website with a Truemed Letter of Medical Necessity (LMN). This update expands payment flexibility for eligible customers and reflects continued development of the Company’s consumer sales channels.

•In December 2025, the Company acquired the core nicotinamide riboside (NR) patent portfolio from Queen’s University Belfast, resulting in sole ownership of the foundational composition-of-matter intellectual property underlying NR and its salt forms. The acquisition enhances the Company’s control over key IP supporting existing and potential future applications, including pharmaceutical development, and increases strategic and financial flexibility for the development, licensing, and commercialization of its intellectual property portfolio.

•In November 2025, the Company launched Tru Niagen® Beauty, a dietary supplement formulated with Niagen® and other clinically studied ingredients designed to support skin, hair, and nail health. The product represents an expansion of the Company’s consumer portfolio into the beauty and nutricosmetics category and reflects the continued application of NAD+ science across additional cons