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XGXGN

Exagen Inc.

$XGN·$197M·Medical - Diagnostics & Research·Healthcare
$7.83-8.5%YTD+39.7%1Y-28.2%
Price updated just now·X counts updated 5d ago
XGXGN
$XGNExagen Inc.
$7.83-8.53%14 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $XGN on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

14X posts · last 7 days
Sep 28Oct 11
Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-08-28

Exagen posts are bullish following the diagnostics sector rotation and the rheumatologist expert-transcript confirmation of the AVISE bull thesis. Bulls cite XGN at sub-2.5x revs vs sector 9-10x and $8 double for common holders on the Jasper Ridley collaboration. Skeptics essentially absent.

Read what X is saying about $XGN

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $XGN — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Driven by hypeAcceleratingAI verdict · as of 2026-10-03

The move is getting stronger, with heavier trading behind it.

Exagen up 40% YTD on rheumatology diagnostic acceleration — AVISE growth plus Jasper Ridley partnership working.

Exagen has been one of the clearer small-cap diagnostic re-rating stories of 2026 — four quarterly EPS beats of 0-32%, revenue growth of 12-38% YoY on AVISE adoption, and the Jasper Ridley collaboration adds a new commercial channel.

  • Q2 revenue of $19.9M was 12% above the estimate and Q1 was 29% above; the sequential revenue cadence (Q1 $17.3M, Q4 $16.6M, Q3 $17.2M, Q2 $17.2M) is choppy but trending upward.
  • At $8.17 and 58% of the 52-week range, the stock trades at 1.5x TTM revenue versus the sector 9-10x cited by the X community — the valuation gap is real if the growth cadence is sustainable.
  • Sell-side 2026 revenue of $73.9M stepping to $81.3M in 2027 and $92M in 2028 with EPS crossover expected in 2029 — this is a growth-into-profitability story with real-time acceleration.

The November 3 Q3 earnings is the next catalyst — a continuation of the 30%+ EPS beat pace plus any update on the Jasper Ridley partnership would extend the current trajectory; the risk is any single-quarter revenue slip given the sector-wide volatility.

Agrees with X sentimentX is bullish framing XGN at sub-2.5x revenue versus sector 9-10x with the Jasper Ridley partnership as the growth catalyst; the TickerTalks read agrees — the valuation gap plus the four-quarter beat cadence is a compelling setup.

What to watch: November 3 Q3 earnings and AVISE revenue trajectory; Jasper Ridley partnership commercial milestones; sector-wide diagnostic multiple reset and any rheumatology practice-adoption surveys.

On the calendar: Q3 earnings scheduled 2026-11-03

Read the AI verdict on $XGN

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Develops and sells AVISE diagnostic tests used by rheumatologists to diagnose and monitor lupus and related autoimmune diseases.

Industry overviewAI analysisGenerated by AI from underlying data

Where Medical - Diagnostics & Research sits in its cycle right now — and what that implies for $XGN.

Medical - Diagnostics & Research · Healthcare

Genetic testing, liquid biopsy, and multi-cancer early detection (MCED) platforms are growing through direct-to-consumer and employer wellness channels; reimbursement coverage expansion by CMS and commercial payers is the adoption bottleneck. Lab volume normalization post-COVID is complete; growth is now driven by novel test launches and test menu expansion for chronic disease management.

What this means for $XGN

Partial — Develops and sells AVISE diagnostic tests used by rheumatologists to diagnose and monitor lupus and related autoimmune diseases.

Industry benchmark

19-name peer basket
+36.5%YTD
+57.7%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-5.1How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-33.3%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-20.6%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-13.6%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.5Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-114%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
58.3%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.3Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 4, 2026$-0.13$-0.19+32.1%
Q1 2026May 11, 2026$-0.17$-0.24+29.2%
Q4 2025Mar 10, 2026$-0.20$-0.200.0%
Q3 2025Nov 4, 2025$-0.31$-0.16-97.6%
Next earningsTue, Nov 3·consensus EPS $-0.19

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$17.3M+11.7%59.0%-19.7%$-0.17$-10.6M
Q4 FY25$16.6M+21.8%55.4%-29.9%$-0.21$-3.1M
Q3 FY25$17.2M+37.9%58.4%-18.0%$-0.31$2.7M
Q2 FY25$17.2M+14.2%60.4%-15.3%$-0.21$-3.1M

Forward consensus

5-year forecast · up to 5 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$73.9M$73.7M – $74.1M-$0.65-$0.66 – -$0.645
FY27$81.3M$81.2M – $81.3M-$0.49-$0.50 – -$0.495
FY28$92.0M$90.5M – $93.2M-$0.33-$0.37 – -$0.293
FY29$105.0M$103.9M – $105.9M-$0.09-$0.09 – -$0.081
FY30$114.7M$113.6M – $115.8M-$0.05-$0.05 – -$0.052

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.3×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.62%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+11.1%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+74.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 13.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.8% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β2.125-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellSep 1Jeffrey G. BlackCFO20.6K sh$149K
+ 7 other (7 awards) in window

See when $XGN insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KShareholder voteJun 98-K — Item 5.07: Shareholder vote
AI summary

Exagen Inc. held its 2026 Annual Meeting on June 9, 2026. Stockholders elected two Class I directors — Tina S. Nova, Ph.D. (8.09M votes for) and Scott Kahn, Ph.D. (6.30M votes for) — for three-year terms, ratified BDO USA, P.C. as auditor, and approved executive compensation on an advisory basis. Routine governance for a small-cap diagnostics company; the lower vote count for Scott Kahn (~78% vs ~97% for Nova) may reflect shareholder dissatisfaction.

8-KOfficer or director changeApr 238-K — Item 5.02: Officer or director change
AI summary

XGN disclosed a personnel change (8-K Item 5.02, dated 2026-04-23). An executive departure and a new appointment are both reported. Personnel changes are generally administrative; materiality depends on seniority and circumstances.

3/ANew insider — initial holdingsApr 213/A
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3/A (amended) for XGN on 2026-04-21, initiating required Section 16 reporting. Role: of Reporting Person. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

+ 10 other (2 10-Qs · 2 earnings 8-Ks · 2 13Gs · 2 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Universal Health Services (NYSE:UHS) versus Exagen (NASDAQ:XGN) Financial Analysisdefenseworld.net·18d agoExagen Inc. (NASDAQ:XGN) Receives Consensus Recommendation of “Moderate Buy” from Analystsdefenseworld.net·26d agoInfuSystem (NYSE:INFU) & Exagen (NASDAQ:XGN) Head to Head Contrastdefenseworld.net·31d agoExagen (NASDAQ:XGN) versus Gaxos.ai (NASDAQ:GXAI) Financial Reviewdefenseworld.net·31d agoExagen Inc. (NASDAQ:XGN) Given Average Rating of “Moderate Buy” by Brokeragesdefenseworld.net·51d ago

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Voices on X · last 7 days

No standout posts about $XGN on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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