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ATEC

Alphatec Holdings Inc

May 01 • 01:40PM ET

13.06

Dollar change +0.44
Percentage change 3.45	%

Healthcare • Medical Devices • USA • NASD

Stock Detail • Compare Perf. • Revenue • Options Chain • Save to Portfolio • Create Alert

Held by: VTI IWM VXF IHI IWN SCHA VTWO VHT IWO FESM

Index	RUT	P/E	-	EPS (ttm)	-1.54	Insider Own	31.10%	Shs Outstand	139.25M	Perf Week	2.47%
Market Cap	1.80B	Forward P/E	-	EPS next Y	-0.15	Insider Trans	-1.00%	Shs Float	95.06M	Perf Month	-3.22%
Income	-186.64M	PEG	-	EPS next Q	-0.15	Inst Own	66.74%	Short Float	12.72%	Perf Quarter	-18.86%
Sales	482.26M	P/S	3.74	EPS this Y	16.32%	Inst Trans	1.17%	Short Ratio	7.18	Perf Half Y	46.85%
Book/sh	0.56	P/B	23.27	EPS next Y	65.14%	ROA	-28.31%	Short Interest	12.09M	Perf Year	-11.43%
Cash/sh	1.60	P/C	8.15	EPS next 5Y	12.00%	ROE	-421.26%	52W Range	8.66 - 19.14	Perf YTD	-13.60%
Dividend Est.	-	P/FCF	-	EPS past 5Y	-5.07%	ROI	-29.33%	52W High	-31.79%	Beta	1.48
Dividend TTM	-	Quick Ratio	1.99	Sales past 5Y	40.20%	Gross Margin	52.68%	52W Low	50.75%	ATR (14)	0.53
Dividend Ex-Date	-	Current Ratio	2.86	EPS Y/Y TTM	-4.73%	Oper. Margin	-30.75%	RSI (14)	48.94	Volatility	3.76% 3.82%
Employees	839	Debt/Eq	5.33	Sales Y/Y TTM	37.45%	Profit Margin	-38.70%	Recom	1.00	Target Price	23.41
Option/Short	Yes / Yes	LT Debt/Eq	5.26	EPS Q/Q	-11.01%	Payout	-	Rel Volume	0.30	Prev Close	12.62
Sales Surprise	4.61%	EPS Surprise	-52.67%	Sales Q/Q	30.23%	Earnings	May 07 AMC	Avg Volume	1.68M	Price	13.06
SMA20	-0.42%	SMA50	-3.64%	SMA200	-5.83%	Trades		Volume	331,240	Change	3.45%

Date	Action	Analyst	Rating Change	Price Target Change
Feb-09-24	Initiated	Wells Fargo	Overweight	$26
Dec-19-23	Reiterated	Needham	Buy	$16 → $18
Oct-20-23	Initiated	ROTH MKM	Buy	$22
Oct-12-22	Initiated	Jefferies	Buy	$12
Sep-12-22	Initiated	Morgan Stanley	Overweight	$13
Dec-03-21	Initiated	Goldman	Neutral	$12.50
Oct-29-21	Initiated	Loop Capital	Buy	$22
Aug-25-21	Initiated	Needham	Buy	$18
Aug-04-21	Resumed	Cowen	Outperform	$22.50
Mar-05-21	Reiterated	H.C. Wainwright	Buy	$16 → $19
Dec-21-20	Reiterated	H.C. Wainwright	Buy	$12 → $16
Oct-20-20	Initiated	Stifel	Buy	$13
Sep-03-20	Initiated	Cowen	Outperform	$12
Jun-18-20	Initiated	Northland Capital	Outperform	$9
Aug-28-19	Initiated	Canaccord Genuity	Buy	$7
Aug-05-19	Initiated	Piper Jaffray	Overweight	$7
Oct-16-17	Initiated	Lake Street	Buy	$7
Aug-14-17	Initiated	H.C. Wainwright	Buy	$4
Aug-05-15	Downgrade	Canaccord Genuity	Buy → Hold	$2.50 → $1
May-14-15	Initiated	Northland Capital	Outperform	$3

Show Previous Ratings

Apr-26-24 07:00PM	Alphatec Holdings Inc CFO John Koning Sells 37,500 Shares (GuruFocus.com)
04:41PM	Alphatec Holdings Insider Sold Shares Worth $480,750, According to a Recent SEC Filing (MT Newswires)
Apr-17-24 09:00AM	ATEC to Report First Quarter Financial Results on May 7, 2024 (Business Wire) -5.16%
Mar-10-24 03:24PM	3 Sexy Small-Cap Stocks to Add Sizzle to Your Portfolio (InvestorPlace)
Mar-08-24 11:54PM	Director Quentin Blackford Acquires 20,000 Shares of Alphatec Holdings Inc (ATEC) (GuruFocus.com)
11:52PM	Loading…
Mar-04-24 11:52PM	Alphatec Holdings Inc CFO John Koning Sells 121,601 Shares (GuruFocus.com)
Mar-01-24 12:40AM	Insider Sell: EVP of Sales David Sponsel Sells 32,365 Shares of Alphatec Holdings Inc (ATEC) (GuruFocus.com)
Feb-28-24 10:14AM	Alphatec Holdings, Inc. (NASDAQ:ATEC) Q4 2023 Earnings Call Transcript (Insider Monkey) -8.87%
Feb-27-24 04:58PM	Alphatec Holdings Inc (ATEC) Reports Robust Revenue Growth and Margin Expansion in FY 2023 (GuruFocus.com)
04:52PM	Alphatec: Q4 Earnings Snapshot (Associated Press Finance)
04:01PM	ATEC Reports Fourth Quarter and Full-Year 2023 Financial Results and Recent Corporate Highlights (Business Wire)
Jan-29-24 09:00AM	ATEC to Present at Upcoming Conferences (Business Wire)
Jan-08-24 09:00AM	ATEC Announces Record Preliminary Revenue Results for 2023 and 2024 Revenue Guidance (Business Wire) +9.10%
08:00AM	Aclarion and ATEC Execute Strategic Partnership Agreement to Advance Commercialization of Nociscan (GlobeNewswire)
Dec-19-23 09:00AM	ATEC to Present at the 2024 J.P. Morgan Healthcare Conference (Business Wire) +6.72%
10:52AM	Loading…
Nov-07-23 10:52AM	Alphatec Holdings, Inc. (NASDAQ:ATEC) Q3 2023 Earnings Call Transcript (Insider Monkey) +5.24%
Nov-06-23 04:43PM	Alphatec Holdings Inc (ATEC) Reports 32% Revenue Growth in Q3 2023, Raises Full Year EBITDA Guidance (GuruFocus.com)
04:39PM	Alphatec: Q3 Earnings Snapshot (Associated Press Finance)
04:05PM	ATEC Reports Third Quarter 2023 Financial Results and Raises Full Year 2023 Adjusted EBITDA Guidance (Business Wire)
Nov-01-23 09:00AM	ATEC to Participate in Upcoming Investor Conferences (Business Wire)
Oct-31-23 09:00AM	ATEC Equipped to Support Ramping Surgical Volume With Proceeds From Secondary Offering (Business Wire)
Oct-27-23 04:05PM	ATEC Announces Closing of Public Stock Offering (Business Wire)
Oct-25-23 05:38PM	Why Alphatec Holdings Stock Plunged Today (Motley Fool) -21.22%
Oct-24-23 10:59PM	ATEC Announces Pricing of Public Offering of Common Stock (Business Wire)
04:01PM	ATEC Announces Proposed Public Offering of Common Stock (Business Wire)
Oct-23-23 07:00AM	Aclarion Announces Signing Strategic Partnership Letter of Intent With ATEC to Advance Commercialization of Nociscan (GlobeNewswire) +5.22%
Oct-17-23 04:05PM	ATEC Enhances Board with Renowned Spine Prowess (Business Wire)
09:00AM	ATEC to Preview the Informatics Sophistication of EOS Catalyst at NASS 2023 (Business Wire)
Oct-16-23 04:05PM	ATEC Advances Lateral Surgery With Launch of Expandable Technology (Business Wire)
09:00AM	ATEC Announces Preliminary Third Quarter 2023 Revenue Results and Raises Full-Year Revenue Guidance (Business Wire)
04:05PM	Loading…
Oct-09-23 04:05PM	ATEC Clinical Precision and Predictability on Display at NASS 2023 (Business Wire)
Oct-05-23 12:37PM	Alphatec Holdings (ATEC): A Smart Investment or a Value Trap? An In-Depth Exploration (GuruFocus.com)
Sep-18-23 12:14PM	Alphatec Holdings Inc (ATEC): A Deep Dive into Its Performance Potential (GuruFocus.com)
Sep-14-23 01:12PM	Insider Sell: Director David Mowry Sells 9,500 Shares of Alphatec Holdings Inc (GuruFocus.com)
Sep-08-23 07:36PM	Alphatec Holdings (ATEC): A Modestly Undervalued Gem in the Medical Technology Sector (GuruFocus.com) -6.89%
01:05PM	Alphatec Holdings Inc (ATEC): A Deep Dive into Its Performance Potential (GuruFocus.com)
Aug-07-23 11:00AM	Alphatec Holdings, Inc. (NASDAQ:ATEC) Q2 2023 Earnings Call Transcript (Insider Monkey)
Aug-03-23 04:11PM	Alphatec: Q2 Earnings Snapshot (AP Finance)
04:00PM	ATEC Reports Second Quarter 2023 Financial Results and Raises Full Year 2023 Revenue and Adjusted EBITDA Guidance (Business Wire)
Jul-24-23 09:00AM	ATEC to Participate in Upcoming Investor Conferences (Business Wire)
Jul-18-23 09:00AM	ATEC to Report Second Quarter Financial Results on August 3, 2023 (Business Wire)
Jul-02-23 09:37AM	Alphatec Holdings' (NASDAQ:ATEC) growing losses don't faze investors as the stock hikes 11% this past week (Simply Wall St.)
Jun-27-23 04:16PM	Medical Technology Stock Breaks Out, Sees 28% Revenue Growth (Investor's Business Daily)
Jun-06-23 07:00AM	Missed Out On Intuitive Surgical's Boom? This Stock May Be a Better Buy Now (Motley Fool)
Jun-04-23 10:47AM	With 52% ownership in Alphatec Holdings, Inc. (NASDAQ:ATEC), institutional investors have a lot riding on the business (Simply Wall St.)
May-23-23 09:00AM	ATEC to Participate in Upcoming Investor Conferences (Business Wire)
May-04-23 04:53PM	Alphatec: Q1 Earnings Snapshot (AP Finance)
04:05PM	ATEC Reports First Quarter 2023 Financial Results (Business Wire)
10:42AM	Artificial Intelligence Engine Predicts ATEC Stock to Gain 5.5% by June 1 (InvestorPlace)
Apr-19-23 05:00PM	ATEC Announces $60 Million Underwritten Offering (Business Wire)
04:07PM	Accelus Sells Remi Robotic Navigation System to Alphatec and Announces Leadership Change to Drive Growth and Innovation (GlobeNewswire)
04:05PM	ATEC Acquires Navigation-Enabled Robotics Platform; Raises 2023 Revenue Guidance on Strength of Preliminary First Quarter Revenue Results (Business Wire)
Apr-17-23 08:24AM	Why Investors Shouldn't Be Surprised By Alphatec Holdings, Inc.'s (NASDAQ:ATEC) P/S (Simply Wall St.)
Apr-13-23 09:00AM	ATEC to Report First Quarter 2023 Financial Results on May 4, 2023 (Business Wire)
Apr-04-23 09:00AM	ATEC to Participate in Upcoming Investor Conferences (Business Wire)
Mar-13-23 09:39AM	Alphatecs $14 million deposited with SVB represents more than 16% of its cash, cash equivalents (MarketWatch) +5.38%
Mar-03-23 08:10PM	Alphatec Holdings, Inc. (NASDAQ:ATEC) Q4 2022 Earnings Call Transcript (Insider Monkey)
Feb-28-23 07:25PM	Alphatec (ATEC) Reports Q4 Loss, Tops Revenue Estimates (Zacks)
04:05PM	ATEC Reports Record Fourth Quarter and Full-Year 2022 Financial Results and Recent Corporate Highlights (Business Wire)
Feb-21-23 09:00AM	ATEC to Participate in Upcoming Investor Conferences (Business Wire)
Feb-10-23 08:40AM	Alphatec (ATEC) Soars 8.4%: Is Further Upside Left in the Stock? (Zacks)
Feb-07-23 09:00AM	ATEC to Report Fourth Quarter and Fiscal Year 2022 Financial Results on February 28, 2023 (Business Wire)
Jan-09-23 09:00AM	ATEC Announces Select Preliminary Financial 2022 Results, 2023 Guidance and Closing of Flexible, Non-Dilutive Debt Facility (Business Wire) -5.09%
Jan-08-23 09:10AM	Investing in Alphatec Holdings (NASDAQ:ATEC) five years ago would have delivered you a 303% gain (Simply Wall St.)
Dec-28-22 09:00AM	ATEC to Participate in Upcoming Investor Conference (Business Wire)
Dec-12-22 12:32PM	With 49% stake, Alphatec Holdings, Inc. (NASDAQ:ATEC) seems to have captured institutional investors' interest (Simply Wall St.) +8.06%
Nov-09-22 06:22AM	Alphatec Holdings Third Quarter 2022 Earnings: Revenues Beat Expectations, EPS Lags (Simply Wall St.)
Nov-03-22 06:45PM	Alphatec (ATEC) Reports Q3 Loss, Tops Revenue Estimates (Zacks)
04:05PM	ATEC Reports Third Quarter 2022 Financial Results (Business Wire)
06:36AM	Estimating The Fair Value Of Alphatec Holdings, Inc. (NASDAQ:ATEC) (Simply Wall St.)
Nov-01-22 10:01AM	Globus Medical (GMED) Earnings Expected to Grow: What to Know Ahead of Next Week's Release (Zacks)
09:00AM	ATEC to Participate in Upcoming Investor Conferences (Business Wire)
Oct-27-22 10:02AM	Will Alphatec (ATEC) Report Negative Earnings Next Week? What You Should Know (Zacks)
Oct-17-22 12:41PM	Is It Time To Consider Buying Alphatec Holdings, Inc. (NASDAQ:ATEC)? (Simply Wall St.)
Oct-12-22 09:00AM	ATEC Launches Expandable Technology for Medialized Posterior Procedure (Business Wire)
Oct-11-22 09:00AM	ATEC Advances Lateral Sophistication (Business Wire)
Oct-10-22 09:00AM	ATEC Announces Select Preliminary Third Quarter 2022 Financial Results and Raises Guidance (Business Wire) +5.57%
Oct-05-22 09:55AM	Wall Street Analysts Believe Alphatec (ATEC) Could Rally 77%: Here's is How to Trade (Zacks)
Sep-29-22 07:50AM	Alphatec (ATEC) Soars 7%: Is Further Upside Left in the Stock? (Zacks)
Sep-28-22 09:00AM	ATEC Advances Clinical Predictability with Procedural Solutions to be Featured at NASS 2022 (Business Wire) +7.04%
Sep-15-22 08:04PM	Wait for the Year-End Rally, Says Morgan Stanley; Here Are 2 Stocks to Play That Bullish Outlook (TipRanks)
Aug-30-22 09:00AM	ATEC to Participate in Upcoming Investor Conferences (Business Wire)
Aug-04-22 07:25PM	Alphatec (ATEC) Reports Q2 Loss, Tops Revenue Estimates (Zacks)
04:05PM	ATEC Reports Second Quarter 2022 Financial Results and Increases Full-Year Revenue Guidance (Business Wire)
Aug-01-22 10:03AM	Alphatec Holdings (NASDAQ:ATEC) shareholders have earned a 35% CAGR over the last five years (Simply Wall St.)
10:01AM	Analysts Estimate Si-Bone (SIBN) to Report a Decline in Earnings: What to Look Out for (Zacks)
Jul-28-22 10:03AM	Analysts Estimate Alphatec (ATEC) to Report a Decline in Earnings: What to Look Out for (Zacks)
Jul-26-22 09:00AM	ATEC to Participate in Upcoming Investor Conferences (Business Wire)
Jul-21-22 09:00AM	ATEC to Report Second Quarter 2022 Financial Results on August 4, 2022 (Business Wire)
Jul-02-22 09:12AM	Here's What Alphatec Holdings, Inc.'s (NASDAQ:ATEC) Shareholder Ownership Structure Looks Like (Simply Wall St.)
Jun-02-22 08:47AM	Bullish insiders at Alphatec Holdings, Inc. (NASDAQ:ATEC) loaded up on US$3.2m of stock earlier this year (Simply Wall St.) +6.79%
May-25-22 09:00AM	ATEC to Host Investor Day Today, May 25, 2022 (Business Wire)
May-19-22 09:00AM	ATEC to Participate in Upcoming Investor Events (Business Wire)
May-05-22 06:35PM	Alphatec (ATEC) Reports Q1 Loss, Tops Revenue Estimates (Zacks)
04:05PM	ATEC Reports First Quarter 2022 Financial Results and Increases Full-Year Revenue Guidance (Business Wire)
May-04-22 05:35PM	Repro Med Systems, Inc. (KRMD) Reports Q1 Loss, Tops Revenue Estimates (Zacks)
Apr-21-22 09:00AM	ATEC to Report First Quarter 2022 Financial Results on May 5, 2022 (Business Wire)
Apr-05-22 09:00AM	ATEC to Host Investor Day on May 25, 2022 (Business Wire)
Apr-04-22 08:23AM	Strength Seen in Alphatec (ATEC): Can Its 12.1% Jump Turn into More Strength? (Zacks)
Mar-28-22 09:00AM	ATEC to Participate in the Needham Virtual Healthcare Conference (Business Wire)

Alphatec Holdings, Inc. engages in the design, development, and marketing of spinal fusion technology products and solutions for the treatment of spinal disorders. It offers intra-operative information and neuromonitoring technologies, access systems, interbody implants, fixation systems, and various biologics offerings. The company was founded on March 4, 2005 and is headquartered in Carlsbad, CA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Koning John Todd	CHIEF FINANCIAL OFFICER	Apr 24 '24	Sale	12.82	37,500	480,750	393,356	Apr 26 04:38 PM
Bakst Evan	Director	Mar 14 '24	Buy	13.53	15,000	202,950	15,000	Mar 18 11:35 AM
Blackford Quentin S.	Director	Mar 07 '24	Buy	12.83	20,000	256,600	572,605	Mar 08 08:55 PM
Marshall Tyson Eliot	GENERAL COUNSEL & CORP. SEC.	Mar 06 '24	Sale	13.16	9,225	121,401	295,870	Mar 08 05:30 PM
Koning John Todd	CHIEF FINANCIAL OFFICER	Mar 01 '24	Sale	13.30	121,601	1,617,293	430,856	Mar 04 08:43 PM
Marshall Tyson Eliot	GENERAL COUNSEL & CORP. SEC.	Mar 01 '24	Sale	13.30	11,825	157,272	305,095	Mar 04 08:45 PM
Sponsel David	EVP, SALES	Feb 27 '24	Sale	15.19	32,365	491,624	622,296	Feb 29 06:51 PM
Lish Scott	CHIEF OPERATING OFFICER	Feb 27 '24	Sale	15.19	31,075	472,029	507,165	Feb 29 06:49 PM
Hunsaker Craig E	EVP, PEOPLE & CULTURE	Feb 26 '24	Sale	15.05	41,560	625,478	1,188,444	Feb 28 12:21 PM
Sponsel David	EVP, SALES	Feb 21 '24	Sale	15.34	17,820	273,359	654,661	Feb 22 06:31 PM
Lish Scott	CHIEF OPERATING OFFICER	Feb 21 '24	Sale	15.34	11,963	183,512	538,240	Feb 22 06:30 PM
Hunsaker Craig E	EVP, PEOPLE & CULTURE	Feb 20 '24	Sale	15.16	77,255	1,171,186	1,188,814	Feb 22 06:31 PM
Sponsel David	EVP, SALES	Feb 14 '24	Sale	16.16	2,500	40,400	637,418	Feb 15 05:49 PM
Hunsaker Craig E	EVP, PEOPLE & CULTURE	Feb 05 '24	Sale	16.41	500	8,205	1,266,069	Feb 05 06:46 PM
Hunsaker Craig E	EVP, PEOPLE & CULTURE	Feb 02 '24	Sale	16.51	38,556	636,560	1,266,569	Feb 05 06:46 PM
Sponsel David	EVP, SALES	Feb 02 '24	Sale	16.47	36,620	603,131	639,918	Feb 05 06:48 PM
Lish Scott	CHIEF OPERATING OFFICER	Feb 02 '24	Sale	16.47	25,210	415,209	518,457	Feb 05 06:44 PM
Sponsel David	EVP, SALES	Jan 16 '24	Sale	15.00	2,500	37,500	555,280	Jan 17 04:30 PM
Sponsel David	EVP, SALES	Dec 21 '23	Sale	15.00	2,500	37,500	557,780	Dec 26 07:25 PM
Demski David M	Director	Nov 09 '23	Buy	10.50	30,000	315,000	181,694	Nov 13 10:19 AM
Miles Patrick	CEO	Sep 27 '23	Sale	13.00	59,375	771,875	5,452,736	Sep 27 06:45 PM
Miles Patrick	CEO	Sep 26 '23	Sale	12.46	60,000	747,600	5,512,111	Sep 27 06:45 PM
Miles Patrick	CEO	Sep 25 '23	Sale	12.51	60,000	750,600	5,572,111	Sep 27 06:45 PM
Miles Patrick	CEO	Sep 20 '23	Sale	13.35	60,000	801,000	5,632,111	Sep 20 05:26 PM
Miles Patrick	CEO	Sep 19 '23	Sale	13.42	60,000	805,200	5,692,111	Sep 20 05:26 PM
Miles Patrick	CEO	Sep 18 '23	Sale	13.48	60,000	808,800	5,752,111	Sep 20 05:26 PM
TULLIS JAMES L L	Director	Sep 11 '23	Sale	14.74	70,000	1,031,800	563,831	Sep 13 12:25 PM
TULLIS JAMES L L	Director	Sep 11 '23	Sale	14.74	35,000	515,900	171,962	Sep 13 12:25 PM
Mowry David H	Director	Sep 11 '23	Sale	14.46	9,500	137,370	92,381	Sep 13 12:27 PM
Bakst Evan	Director	Aug 23 '23	Sale	14.92	8,700	129,804	1,089,038	Aug 24 08:34 PM
Pritzker Jennifer N.	10% Owner	Aug 10 '23	Buy	14.99	2,400	35,976	58,000	Aug 10 06:06 PM
Pritzker Jennifer N.	10% Owner	Aug 10 '23	Buy	14.95	2,000	29,900	8,000	Aug 10 06:06 PM
Pritzker Jennifer N.	10% Owner	Aug 08 '23	Buy	15.56	1,350	21,006	11,931	Aug 10 06:06 PM
Hunsaker Craig E	EVP, PEOPLE/CULTURE & GC	Jun 28 '23	Sale	18.00	100,487	1,808,766	1,120,427	Jun 28 08:47 PM
Hunsaker Craig E	EVP, PEOPLE/CULTURE & GC	Jun 27 '23	Sale	18.00	6,542	117,756	1,220,914	Jun 28 08:47 PM
Altman Elizabeth Ann	Director	Jun 16 '23	Sale	16.14	9,273	149,666	31,158	Jun 20 05:08 PM
Sponsel David	EVP, SALES	Jun 15 '23	Sale	16.17	55,577	898,680	559,840	Jun 20 12:35 PM
Segal Paul	Director	Jun 12 '23	Sale	15.15	71,329	1,080,634	100,000	Jun 14 08:55 PM
Segal Paul	Director	Jun 12 '23	Sale	15.15	71,329	1,080,634	100,000	Jun 16 04:54 PM
TULLIS JAMES L L	Director	May 17 '23	Option Exercise	3.50	255,035	892,622	659,570	May 18 06:00 PM
TULLIS JAMES L L	Director	May 17 '23	Option Exercise	3.50	6,143	21,500	198,452	May 18 06:00 PM
TULLIS JAMES L L	Director	May 15 '23	Option Exercise	3.50	255,034	892,619	575,283	May 16 07:47 PM
TULLIS JAMES L L	Director	May 15 '23	Option Exercise	3.50	6,143	21,500	193,701	May 16 07:47 PM
Hunsaker Craig E	EVP, PEOPLE/CULTURE & GC	May 15 '23	Sale	15.29	58,238	890,459	1,227,456	May 16 07:45 PM
Berkowitz Mortimer III	Director	May 12 '23	Option Exercise	3.50	107,937	377,780	663,058	May 12 06:48 PM
Miles Patrick	CEO	May 10 '23	Option Exercise	3.50	269,842	944,447	5,872,606	May 12 06:00 PM
Pritzker Jennifer N.	10% Owner	May 10 '23	Buy	15.57	2,400	37,368	55,600	May 11 04:40 PM
Pritzker Jennifer N.	10% Owner	May 10 '23	Buy	15.71	2,000	31,420	7,000	May 11 04:40 PM
L-5 Healthcare Partners, LLC	Director by deputization	May 10 '23	Sale	14.88	1,700,000	25,296,000	11,081,538	May 12 04:59 PM
Segal Paul	10% Owner	May 10 '23	Sale	14.88	167,496	2,492,340	171,329	May 12 04:59 PM
Pritzker Jennifer N.	10% Owner	May 09 '23	Buy	15.26	1,200	18,312	10,581	May 11 04:40 PM

Open in Screener

XGN

Exagen Inc

May 01 • 01:14PM ET

1.37

Dollar change -0.02
Percentage change -1.11	%

Healthcare • Diagnostics & Research • USA • NASD

Stock Detail • Compare Perf. • Revenue • Options Chain • Save to Portfolio • Create Alert

Held by: VTI VXF IWC

Index	-	P/E	-	EPS (ttm)	-1.34	Insider Own	53.72%	Shs Outstand	17.05M	Perf Week	-0.72%
Market Cap	23.62M	Forward P/E	-	EPS next Y	-0.99	Insider Trans	-0.21%	Shs Float	7.98M	Perf Month	-9.27%
Income	-23.69M	PEG	-	EPS next Q	-0.36	Inst Own	38.06%	Short Float	0.15%	Perf Quarter	-36.28%
Sales	52.55M	P/S	0.45	EPS this Y	-1.86%	Inst Trans	-0.86%	Short Ratio	0.36	Perf Half Y	-15.01%
Book/sh	1.33	P/B	1.03	EPS next Y	27.39%	ROA	-32.77%	Short Interest	0.01M	Perf Year	-46.69%
Cash/sh	2.12	P/C	0.65	EPS next 5Y	-	ROE	-72.72%	52W Range	1.30 - 3.92	Perf YTD	-31.16%
Dividend Est.	-	P/FCF	-	EPS past 5Y	2.69%	ROI	-53.01%	52W High	-65.08%	Beta	1.21
Dividend TTM	-	Quick Ratio	3.78	Sales past 5Y	10.63%	Gross Margin	56.06%	52W Low	5.36%	ATR (14)	0.09
Dividend Ex-Date	-	Current Ratio	4.02	EPS Y/Y TTM	51.64%	Oper. Margin	-43.46%	RSI (14)	36.51	Volatility	3.76% 5.72%
Employees	179	Debt/Eq	1.05	Sales Y/Y TTM	15.33%	Profit Margin	-45.08%	Recom	1.33	Target Price	5.50
Option/Short	Yes / Yes	LT Debt/Eq	0.97	EPS Q/Q	62.57%	Payout	-	Rel Volume	0.66	Prev Close	1.39
Sales Surprise	19.12%	EPS Surprise	27.99%	Sales Q/Q	7.23%	Earnings	May 13 BMO	Avg Volume	33.02K	Price	1.37
SMA20	-5.03%	SMA50	-17.40%	SMA200	-30.46%	Trades		Volume	14,284	Change	-1.11%

Date	Action	Analyst	Rating Change	Price Target Change
Aug-05-22	Downgrade	KeyBanc Capital Markets	Overweight → Sector Weight
Oct-15-21	Resumed	Cowen	Outperform	$26
Apr-15-21	Initiated	Canaccord Genuity	Buy	$25
Nov-10-20	Initiated	KeyBanc Capital Markets	Overweight	$32
Oct-08-20	Initiated	BTIG Research	Buy	$18
Jun-02-20	Resumed	Cantor Fitzgerald	Overweight	$19 → $20
Oct-14-19	Initiated	William Blair	Outperform
Oct-14-19	Initiated	Cowen	Outperform	$17
Oct-14-19	Initiated	Cantor Fitzgerald	Overweight	$18

Apr-30-24 04:05PM	Exagen to Announce First Quarter 2024 Results on May 13, 2024 (GlobeNewswire)
Apr-26-24 08:30AM	Exagen Inc. Announces Changes to the Board of Directors (GlobeNewswire)
Mar-19-24 09:37AM	Exagen Inc. (NASDAQ:XGN) Q4 2023 Earnings Call Transcript (Insider Monkey) -12.99%
01:55AM	Q4 2023 Exagen Inc Earnings Call (Thomson Reuters StreetEvents)
Mar-18-24 12:52PM	XGN Stock Earnings: Exagen Beats EPS, Beats Revenue for Q4 2023 (InvestorPlace) +9.26%
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09:25AM	Exagen Inc. (XGN) Reports Q4 Loss, Tops Revenue Estimates (Zacks)
08:00AM	Exagen Inc. Reports Strong Fourth Quarter and Full-Year 2023 Results (GlobeNewswire)
Mar-08-24 09:00AM	Exagen Inc. to Participate in the KeyBanc Capital Markets Life Sciences & MedTech Investor Forum (GlobeNewswire)
Mar-07-24 04:05PM	Exagen to Announce Fourth Quarter 2023 and Full-Year Financial Results on March 18, 2024 (GlobeNewswire)
Feb-06-24 08:50AM	Despite Fast-paced Momentum, Exagen Inc. (XGN) Is Still a Bargain Stock (Zacks)
Jan-30-24 04:05PM	Exagen Inc. to Participate in the 2024 BTIG MedTech, Digital Health, Life Science & Diagnostic Tools Conference (GlobeNewswire)
Jan-07-24 12:00PM	Exagen Inc. Announces Select Preliminary Full-Year 2023 Results and Reaffirms Guidance (GlobeNewswire)
Nov-13-23 04:05PM	Exagen Inc. Reports Strong Third Quarter 2023 Results (GlobeNewswire)
Nov-09-23 04:05PM	Exagen Inc. and Johns Hopkins University Announce License Agreement for Novel Patented Lupus Nephritis Biomarkers (GlobeNewswire) -6.25%
Nov-02-23 04:05PM	Exagen Inc. to Participate in the 2023 Canaccord Genuity MedTech, Diagnostics and Digital Health & Services Forum (GlobeNewswire)
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Oct-30-23 04:05PM	Exagen to Announce Third Quarter 2023 Financial Results on November 13, 2023 (GlobeNewswire) +6.75%
Sep-28-23 04:05PM	Exagen Announces Acceptance of Multiple Abstracts at ACR 2023 Annual Meeting (GlobeNewswire)
Sep-12-23 04:05PM	Exagen Inc. to Participate in the 2023 Cantor Fitzgerald Global Healthcare Conference (GlobeNewswire)
Aug-09-23 10:47AM	Exagen Inc. (NASDAQ:XGN) Q2 2023 Earnings Call Transcript (Insider Monkey) -7.22%
Aug-08-23 04:13AM	Q2 2023 Exagen Inc Earnings Call (Thomson Reuters StreetEvents)
Aug-07-23 09:15AM	Exagen Inc. (XGN) Reports Q2 Loss, Tops Revenue Estimates (Zacks) +8.76%
08:00AM	Exagen Inc. Reports Strong Second Quarter 2023 Results (GlobeNewswire)
Jul-26-23 04:05PM	Exagen Inc. to Participate in the Canaccord Genuity 43rd Annual Growth Conference (GlobeNewswire)
Jul-25-23 04:05PM	Exagen to Announce Second Quarter 2023 Financial Results on August 7, 2023 (GlobeNewswire) -6.51%
Jul-24-23 04:05PM	Exagen Inc. Appoints Paul Kim to Board of Directors (GlobeNewswire)
07:33AM	This Exagen Insider Increased Their Holding In The Last Year (Simply Wall St.)
Jun-13-23 08:19AM	Exagen Inc.'s (NASDAQ:XGN) Low P/S No Reason For Excitement (Simply Wall St.) -8.36%
May-30-23 09:00AM	Exagen Inc. to Participate in the William Blair 43rd Annual Growth Stock Conference (GlobeNewswire)
May-17-23 07:11AM	Exagen (NASDAQ:XGN) shareholders are up 20% this past week, but still in the red over the last three years (Simply Wall St.) -6.90%
May-16-23 11:03AM	Q1 2023 Exagen Inc Earnings Call (Thomson Reuters StreetEvents) +19.51%
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May-15-23 05:55PM	Exagen Inc. (XGN) Reports Q1 Loss, Tops Revenue Estimates (Zacks)
04:05PM	Exagen Inc. Reports First Quarter 2023 Results (GlobeNewswire)
May-01-23 04:05PM	Exagen Announces Campaign for Lupus Awareness Month (GlobeNewswire)
Apr-24-23 04:05PM	Exagen to Announce First Quarter 2023 Financial Results on May 15, 2023 (GlobeNewswire)
Mar-24-23 08:16AM	Exagen Inc. (NASDAQ:XGN) Q4 2022 Earnings Call Transcript (Insider Monkey)
Mar-22-23 06:12AM	Exagen Full Year 2022 Earnings: Revenues Beat Expectations, EPS Lags (Simply Wall St.)
Mar-21-23 07:40AM	Q4 2022 Exagen Inc Earnings Call (Thomson Reuters StreetEvents)
Mar-20-23 05:25PM	Exagen Inc. (XGN) Reports Q4 Loss, Tops Revenue Estimates (Zacks)
04:05PM	Exagen Inc. Reports Fourth Quarter and Full Year 2022 Results (GlobeNewswire)
Mar-06-23 04:05PM	Exagen to Announce Fourth Quarter and Full Year Financial Results on March 20, 2023 (GlobeNewswire) +5.31%
Feb-27-23 09:00AM	Exagen Inc. to Participate in Upcoming March Conferences (GlobeNewswire)
Feb-14-23 06:19AM	Exagen Inc. (NASDAQ:XGN) insider upped their holding earlier this year (Simply Wall St.)
Jan-30-23 04:05PM	Exagen Inc. to Participate in the 2023 BTIG MedTech, Digital Health, Life Science & Diagnostic Tools Conference (GlobeNewswire)
Jan-23-23 09:00AM	Exagen Inc. Elects Tina S. Nova, Ph.D. as Executive Chair of the Board of Directors (GlobeNewswire)
Nov-14-22 07:55PM	Exagen Inc. (XGN) Reports Q3 Loss, Tops Revenue Estimates (Zacks) -7.49%
04:05PM	Exagen Inc. Reports Third Quarter 2022 Results (GlobeNewswire)
Nov-08-22 04:05PM	Exagen Inc. to Participate in Fourth Quarter Investor Conferences (GlobeNewswire)
Oct-31-22 04:05PM	Exagen to Announce Third Quarter 2022 Financial Results on November 14, 2022 (GlobeNewswire)
Oct-17-22 09:00AM	Exagen Announces Appointment of John Aballi as CEO (GlobeNewswire)
Oct-04-22 08:25AM	Exagen Announces Appointment of Andrew L. Concoff MD, FACR, CAQSM, as Chief Innovation Officer (GlobeNewswire)
Sep-20-22 04:05PM	Exagen Announces Acceptance of Multiple Abstracts at ACR 2022 Annual Meeting (GlobeNewswire)
Sep-19-22 10:20AM	The past three years for Exagen (NASDAQ:XGN) investors has not been profitable (Simply Wall St.) -8.67%
Sep-01-22 04:05PM	Exagen Inc. Collaboration Leads to Characterization of Broad Autoreactivity in Severe COVID-19 Patients (GlobeNewswire)
Aug-05-22 12:00PM	Exagen Inc. (XGN) Q2 2022 Earnings Call Transcript (Motley Fool) -23.61%
Aug-04-22 06:55PM	Exagen Inc. (XGN) Reports Q2 Loss, Lags Revenue Estimates (Zacks)
04:06PM	Exagen Initiates Study to Predict Rheumatoid Arthritis Drug Response (RADR) in Patients with RA (GlobeNewswire)
04:05PM	Exagen Inc. Reports Second Quarter 2022 Results (GlobeNewswire)
Jul-25-22 04:05PM	Exagen Inc. to Participate in the Canaccord Genuity 42nd Annual Growth Conference (GlobeNewswire) +8.23%
Jul-21-22 04:05PM	Exagen to Announce Second Quarter 2022 Financial Results on August 4, 2022 (GlobeNewswire)
Jul-05-22 08:25AM	Exagen Releases Largest Comparative Utility Study in Lupus Diagnostics Confirming AVISE® Lupus Delivers Unparalleled Utility (GlobeNewswire)
Jun-21-22 08:10AM	Does Exagen (NASDAQ:XGN) Have A Healthy Balance Sheet? (Simply Wall St.) +8.65%
Jun-09-22 08:25AM	Exagen Inc. Expands Coverage with MediNcrease (GlobeNewswire) +10.78%
May-26-22 04:05PM	Exagen Inc. to Participate in the William Blair 42nd Annual Growth Stock Conference (GlobeNewswire) +9.50%
May-16-22 04:05PM	Exagen Inc. Expands Coverage with Alivio Health, Partnering to Provide More Accurate Diagnostic Testing with AVISE® CTD and AVISE® Lupus (GlobeNewswire)
May-11-22 05:55PM	Exagen Inc. (XGN) Reports Q1 Loss, Tops Revenue Estimates (Zacks) -16.16%
04:06PM	Exagen Inc. Announces New PLA Code and Medicare Pricing for Proprietary AVISE® Lupus Test (GlobeNewswire)
04:05PM	Exagen Inc. Reports First Quarter 2022 Results (GlobeNewswire)
May-10-22 10:45AM	AdaptHealth Corp. (AHCO) Reports Q1 Loss, Tops Revenue Estimates (Zacks) +10.25%
May-03-22 05:15PM	MacroGenics (MGNX) Reports Q1 Loss, Lags Revenue Estimates (Zacks)
May-01-22 12:00PM	Exagen Announces Five-Week Campaign for Lupus Awareness Month (GlobeNewswire)
Apr-25-22 04:05PM	Exagen to Announce First Quarter 2022 Financial Results on May 11, 2022 (GlobeNewswire)
Apr-20-22 04:05PM	Exagen Inc. to Participate in Investor Summit Groups Q2 Conference (GlobeNewswire)
Apr-12-22 07:22AM	Shareholders in Exagen (NASDAQ:XGN) have lost 61%, as stock drops 15% this past week (Simply Wall St.)
Mar-30-22 08:25AM	Exagen Inc. Expands In-Network Access with Evolutions Healthcare Systems (GlobeNewswire)
Mar-22-22 10:00PM	Exagen Inc. (XGN) Q4 2021 Earnings Call Transcript (Motley Fool)
05:25PM	Exagen Inc. (XGN) Reports Q4 Loss, Tops Revenue Estimates (Zacks)
04:06PM	Exagen Inc. Expands In-Network Benefit with Additional 22.7 Million Lives (GlobeNewswire)
04:05PM	Exagen Inc. Reports Fourth Quarter and Full Year 2021 Results (GlobeNewswire)
Mar-16-22 04:05PM	Exagen Announces New Rheumatoid Arthritis Scientific Advisory Board (GlobeNewswire) +6.52%
Mar-09-22 05:35PM	Myomo, Inc. (MYO) Reports Q4 Loss, Tops Revenue Estimates (Zacks) +13.31%
04:05PM	Exagen Inc. to Participate in the 2022 KeyBanc Capital Markets Life Sciences and MedTech Investor Forum (GlobeNewswire)
Mar-08-22 04:05PM	Exagen to Announce Fourth Quarter and Full Year Financial Results on March 22, 2022 (GlobeNewswire)
Mar-07-22 08:05AM	Eagle Pharmaceuticals (EGRX) Lags Q4 Earnings and Revenue Estimates (Zacks)
Feb-24-22 05:40PM	MacroGenics (MGNX) Reports Q4 Loss, Misses Revenue Estimates (Zacks)
Feb-08-22 02:38PM	Samjo Capital LLC Buys RumbleON Inc, Iteris Inc, Thryv Holdings Inc, Sells GAN, Exagen Inc, ... (GuruFocus.com)
Feb-02-22 04:05PM	Exagen Inc. to Participate in the 2022 BTIG MedTech, Digital Health, Life Science & Diagnostic Tools Conference (GlobeNewswire) -7.49%
Jan-12-22 10:46AM	Health Check: How Prudently Does Exagen (NASDAQ:XGN) Use Debt? (Simply Wall St.)
Jan-09-22 12:00PM	Exagen Inc. and Queen Mary University of London Announce Exclusive License and Collaboration to Develop Novel Patented Molecular Signatures for Rheumatoid Arthritis Biologic Therapeutic Selection (GlobeNewswire)
Nov-17-21 04:05PM	Exagen Inc. to Participate in the Piper Sandler 33rd Annual Virtual Healthcare Conference (GlobeNewswire)
Nov-11-21 08:30AM	Exagen Inc. (XGN) Q3 2021 Earnings Call Transcript (Motley Fool) +6.21%
Nov-10-21 05:55PM	Exagen Inc. (XGN) Reports Q3 Loss, Tops Revenue Estimates (Zacks) +8.02%
04:05PM	Exagen Inc. Reports Third Quarter 2021 Results (GlobeNewswire)
Nov-04-21 04:05PM	Exagen Inc. to Participate in the 2021 Canaccord Genuity Virtual MedTech, Diagnostics and Digital Health and Services Forum (GlobeNewswire)
Nov-03-21 03:01PM	Earnings Preview: Exagen Inc. (XGN) Q3 Earnings Expected to Decline (Zacks)
Oct-27-21 04:05PM	Exagen to Announce Third Quarter 2021 Financial Results on November 10, 2021 (GlobeNewswire)
08:25AM	Exagen Inc. Expands Coverage with Inland Empire Health Plan, Partnering to Provide More Accurate Diagnostic Testing with AVISE® CTD and AVISE Lupus (GlobeNewswire)
Oct-25-21 08:25AM	Exagen Inc. Announces $27.2 Million Debt Refinancing (GlobeNewswire)
Oct-21-21 04:05PM	Exagen Showcases Eight Scientific Presentations at ACRs Virtual Annual Meeting in November 2021 (GlobeNewswire)
Oct-13-21 11:05AM	The past year for Exagen (NASDAQ:XGN) investors has not been profitable (Simply Wall St.)
Sep-13-21 04:15PM	Exagen Inc. to Participate in the 2021 Cantor Fitzgerald Virtual Global Healthcare Conference (GlobeNewswire)

Exagen, Inc. is a commercial-stage diagnostics company, which engages in transforming the care continuum for patients suffering from debilitating and chronic autoimmune diseases by enabling timely differential diagnosis and optimizing therapeutic intervention. It operates under the Avise brand. The company was founded by Waneta C. Tuttle and Cole Harris in 2002 and is headquartered in Vista, CA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Adawi Kamal	CFO and Corporate Secretary	Mar 04 '24	Sale	1.91	12,784	24,407	243,749	Mar 06 04:05 PM
Adawi Kamal	CFO and Corporate Secretary	Feb 06 '24	Sale	1.95	6,738	13,133	181,533	Feb 08 04:05 PM
ABALLI JOHN	President and CEO	Oct 17 '23	Sale	1.75	33,819	59,018	415,984	Oct 18 04:05 PM
TULLIS JAMES L L	10% Owner	Jun 15 '23	Buy	3.11	167	519	1,515,839	Jun 20 05:04 PM

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