AI Earnings Predictions for Niagen Bioscience Inc. (NAGE)

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Niagen Bioscience, Inc. Reports Third Quarter 2026 Financial Results

Launched Niagen™ Plus Niagen™ Liquid At-Home Injections

Launched Niagen NanoCloud™, the first dermatologist-tested topical product

Launched “Don’t Get Old. Age Better.®,” a new brand campaign

Net sales of $27.2 million, including $23.3 million from Tru Niagen

Generated $2.6 million of operating cash flow

LOS ANGELES, CA - November 4, 2026 - Niagen Bioscience, Inc. (NASDAQ:NAGE), the global authority on NAD+ (nicotinamide adenine dinucleotide) with a focus on the science of healthy aging, today announced its operational updates and financial results for the third quarter of 2026.

Third Quarter 2026 Financial and Business Highlights

•Total net sales of $27.2 million, including $23.3 million from Tru Niagen®. Direct to consumer sales on the Company’s website grew by 13% year-over-year.

•Gross margin of 62.9%, which the Company believes reflects the strength of its operational foundation.

•Net loss of $1.2 million, with basic and diluted loss per share of $(0.01).

•Adjusted EBITDA, a non-GAAP measure, was positive at $0.5 million.

•Total cash provided by operations of $4.2 million during the nine months ended September 30, 2026, and $2.6 million in the three-month period.

•The Company ended the quarter with $69.5 million in cash and cash equivalents, as compared to $66.7 million in cash and cash equivalents for the period ended June 30, 2026.

•Launched the liquid, ready-to-inject Niagen™ At-Home Injection Kit, formulated with pharmaceutical grade Niagen nicotinamide riboside (NR) through the Niagen™ Plus telehealth platform.

•Launched Tru Niagen® Skincare, a permanent new category in the core Tru Niagen line. The inaugural product in this new category is Niagen NanoCloud™, the first dermatologist-tested topical product powered by Niagen NR.

•Launched “Don't Get Old. Age Better®,” a new brand campaign for the Niagen® brand and sub-brands Tru Niagen® and Niagen Plus™, featuring 11-time world champion surfer Kelly Slater and more than 20 partners, across sports, entertainment, and medicine.

•Announced a Start-Up Agreement with Mass General Brigham (MGB) to begin detailed planning for what is envisioned to be the largest and most comprehensive clinical trial of Niagen to date.

•NAD Pharmaceuticals engaged Red Sky Partners, a life sciences strategic advisory firm, to support the advancement of NB4168, the Company’s small molecule investigational drug candidate, targeting rare genetic diseases and aging-related disorders.

•Expanded access to Tru Niagen by launching on Walmart.com and diversified the e-commerce marketplace presence and expanded retail footprint by launching at nearly 300 GNC and Sam’s Club locations across 44 states combined.

•Announced the publication of a new peer-reviewed analysis of past clinical studies in Aging Cell examining the effects of Niagen® supplementation was associated with reduced muscle epigenetic age acceleration measured by the Muscle Epigenetic Age Test (MEAT) clock.

“During the third quarter, we navigated near-term commercial headwinds while continuing to generate positive adjusted EBITDA and $2.6 million in operating cash flow and make tangible progress across the Niagen platform,” said Rob Fried, Chief Executive Officer. “We advanced NB4168, expanded Tru Niagen distribution, established skincare as a permanent category, launched a more convenient ready-to-inject Niagen Plus product, and invested in brand awareness and long-term clinical research. As stated before, we view 2026 as an investment year, and believe the progress we are making across consumer health, ingredients, injectables, skincare, and pharmaceuticals provides a strong springboard for meaningful growth in 2027 and beyond.”

2026 Outlook and Strategic Priorities:

For the full year 2026, the Company expects direct website revenues to grow by 15% to 20% year-over-year and overall e-commerce to grow by approximately 5% year-over-year. The Company expects the performance of the remainder of its consumer business to offset the growth of the e-commerce business. The ingredient business is expected to be lower than the prior year, primarily due to decreased volume from key ingredient partners due to competitive market dynamics, although additional ingredient partners were added in Q3 2026 and more are expected to be added in the near term. The Company is planning to introduce a lower-cost NR salt form, patented by Niagen Bioscience, which is expected to reduce cost of goods sold and strengthen the ingredient business. The Company expects 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 continues to expect operating expenses to increase as it invests across commercial, research and administrative functions to support these strategic priorities, whil

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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