Niagen Bioscience Shares Surge 38% After Strong Q4 Earnings Beat

Shares of Niagen Bioscience, Inc. (NASDAQ: NAGE) surged approximately 38% after the company reported better-than-expected fourth-quarter results, driven by strong revenue growth and expanding demand for its flagship Tru Niagen® product.

The earnings report highlighted accelerating momentum in the company’s NAD+ precursor supplement business and reinforced investor confidence in its growth strategy.

Revenue and Earnings Top Expectations

For the fourth quarter, Niagen Bioscience reported revenue of $33.8 million, surpassing analyst expectations of about $31.7 million. Adjusted earnings also came in ahead of forecasts, with EPS of $0.05 compared with estimates of $0.02 per share.

Revenue growth was largely driven by strong consumer demand for Tru Niagen®, the company’s leading NAD+ supplement. Sales of the product increased 21% year over year to $27.5 million, supported by expanding e-commerce distribution and growing consumer interest in healthy aging solutions.

Strong Full-Year Financial Performance

Niagen Bioscience also delivered strong results for the full 2025 fiscal year. The company reported annual revenue of $129.4 million, representing 30% growth compared with the previous year.

Net income more than doubled to $17.4 million, while gross margins improved to 64.3%, reflecting better operating efficiency and strong product demand.

The company ended the year with $64.8 million in cash and no outstanding debt, providing financial flexibility to support future investments and growth initiatives.

Strategic Focus on Core Growth

During the quarter, Niagen Bioscience completed the sale of its analytical reference standards business for approximately $6 million in cash, allowing the company to focus more heavily on its core NAD+ and longevity science platform.

Management expects 2026 net sales to grow between 10% and 15%, excluding revenue from the divested business segment.

The company also plans to increase investment in research and development as it expands its pipeline of consumer and pharmaceutical products based on NAD+ precursor science.

Investor Outlook

The strong quarterly results highlight Niagen Bioscience’s growing position in the healthy aging and longevity supplement market, where consumer demand for NAD+ products continues to increase.

For investors, the combination of rising revenue, improving margins, and a strong balance sheet helped drive the sharp rally in Niagen Bioscience shares following the earnings announcement.

Bottom Line

Niagen Bioscience delivered a strong fourth-quarter performance, with revenue and earnings beating expectations and fueling a significant stock surge. As demand for NAD+ and longevity-focused supplements continues to grow, the company appears well positioned to build on its momentum heading into 2026.