Insider Trading March 4, 2026

Exagen CEO Executes Mixed Transactions as Company Flags Soft Q4 Outlook

John Aballi completed a share sale and an ESPP purchase on March 3 as Exagen reports preliminary revenue guidance below consensus and continued declines in average selling price

By Marcus Reed XGN
Exagen CEO Executes Mixed Transactions as Company Flags Soft Q4 Outlook
XGN

Exagen Inc. President and CEO John Aballi sold 15,698 shares at $3.62 on March 3, 2026, while also acquiring 2,535 shares through the company Employee Stock Purchase Plan at $3.077 per share the same day. The company said preliminary fourth-quarter 2025 revenue will be between $16 million and $17 million, slightly under analysts' and FactSet's estimates, and reported a third consecutive quarterly decline in average selling price. Canaccord Genuity kept a Buy rating and a $15.00 price target. The stock traded near $3.63, close to a 52-week low, and has fallen 65% over the past six months.

Key Points

  • CEO John Aballi sold 15,698 Exagen shares at $3.62 on March 3, 2026, totaling $56,826 and now directly owns 687,299 shares.
  • On the same day Aballi purchased 2,535 shares through the Employee Stock Purchase Plan at $3.077 per share for $7,800.
  • Exagen issued preliminary Q4 2025 revenue guidance of $16 million to $17 million, slightly below analyst and FactSet expectations; the company reported a third consecutive quarter of declining average selling price, while Canaccord Genuity retained a Buy rating with a $15.00 target.

Exagen Inc. (NASDAQ:XGN) saw its president and chief executive officer, John Aballi, carry out both a sale and a purchase of company shares on March 3, 2026. In an outright sale, Aballi disposed of 15,698 shares of common stock at $3.62 per share, producing a gross transaction value of $56,826. After that disposition, Aballi's direct holdings in Exagen stood at 687,299 shares.

On that same date, Aballi participated in the company Employee Stock Purchase Plan (ESPP), acquiring 2,535 shares at $3.077 per share for a total of $7,800. The two transactions together reflect concurrent selling and buying activity by the CEO within a single trading day.

Market context around the transactions shows the stock trading at $3.63, near its 52-week low of $2.67, and off 65% over the prior six months. The company carries a market capitalization of $82.5 million.


Separately, Exagen provided preliminary results for the fourth quarter of 2025, forecasting revenue in the range of $16 million to $17 million. That outlook was described as slightly below levels anticipated by analysts and the FactSet consensus. The company also disclosed a decline in its quarterly average selling price, marking the third straight quarter in which that metric has fallen.

Despite the softer near-term revenue projection and the ongoing decreases in average selling price, Canaccord Genuity maintained its Buy rating on Exagen and left its price target at $15.00. Investors will have another scheduling marker to consider: the company has earnings results set for March 10.


These developments - insider transactions by the CEO, the preliminary revenue band that misses consensus slightly, consecutive quarters of average selling price declines, and the retained analyst Buy rating - provide multiple data points for stakeholders monitoring Exagen. The simultaneous sale and ESPP purchase by Aballi, the current share price environment, and the upcoming earnings release are likely to draw attention from holders of the small-cap stock and from market participants tracking volatility in recent price action.

Given the information released, observers and market participants will be watching the detailed earnings release on March 10 for additional clarity on revenue drivers and any commentary the company provides about its average selling price trends.

Risks

  • The stock has been volatile - trading near $3.63 and close to its 52-week low of $2.67, with a 65% decline over six months - which may heighten trading and valuation uncertainty for small-cap investors.
  • Preliminary revenue guidance for Q4 2025 of $16 million to $17 million is slightly below analyst and FactSet consensus, indicating potential near-term revenue pressure.
  • Exagen's average selling price has fallen for the third consecutive quarter, signaling margin or pricing challenges that could affect the company’s financial performance and investor sentiment.

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