Niagen 2025 Q3 Earnings Surpasses Expectations with 32.9% Revenue Growth and 143.8% Net Income Surge

Niagen (NAGE) delivered robust Q3 2025 results, exceeding revenue and earnings estimates while raising full-year growth guidance. , , , . , , citing strong demand for Tru Niagen and expanded distribution of pharmaceutical-grade products.

Revenue

, driven by outperformance across key segments. , reflecting sustained demand for Tru Niagen supplements. , . , underscoring its focus on core business lines.

Earnings/Net Income

, , , . These results highlight the company’s ability to scale profitability through margin expansion and disciplined cost management, marking a new 13-year high for Q3 net income.

Post-Earnings Price Action Review

Niagen’s stock faced downward pressure following the earnings report, , , . The sell-off contrasts with the company’s strong financial performance, suggesting market skepticism about near-term execution risks, including regulatory headwinds and pricing challenges for NAD therapies. Analysts note that while earnings growth is robust, the stock’s valuation remains sensitive to macroeconomic and sector-specific dynamics.

CEO Commentary

CEO emphasized “strong performance” in Q3, . Strategic priorities included launching the to consolidate NAD+ research, securing a legal victory against competitor claims, . Fried expressed confidence in scaling clinical-grade NAD+ delivery and maintaining market leadership through innovation.

Guidance

Niagen updated its 2025 full-year guidance, . Sales and marketing expenses are expected to decline as a percentage of revenue compared to 2024, while R&D expenses will rise in absolute terms. , .

Additional News

Niagen secured a new strategic partnership, . However, the FDA’s reversal on NMN marketing as a dietary supplement poses regulatory challenges, with ongoing legal battles over patent infringement. The company also outlined plans to integrate telehealth for at-home injection kits, though full implementation is expected to take several months. High pricing for NAD IVs and injections remains a barrier to broader consumer adoption.

Post-Earnings Analysis

Analysts highlight Niagen’s strong revenue growth and margin expansion as positives, but caution about near-term risks from regulatory uncertainty and pricing pressures. The report notes a Zacks Rank #4 (Sell) for the stock, citing unfavorable earnings estimate revisions. Despite this, .

Forward-Looking Outlook

Niagen’s updated guidance underscores confidence in its market position, with a focus on expanding pharmaceutical-grade product distribution and enhancing telehealth capabilities. The company aims to leverage its scientific leadership in to drive long-term value, though investors must navigate short-term headwinds from regulatory and pricing dynamics.