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TG Therapeutics, Inc.Informe acción NasdaqCM:TGTX

Capitalización bursátil US$5.5b
Precio de las acciones
US$38.87
US$44.43
12.5% infravalorado descuento intrínseco
1Y12.4%
7D-1.5%
1D
Valor de la cartera
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TG Therapeutics, Inc.

Informe acción NasdaqCM:TGTX

Capitalización de mercado: US$5.5b

TG Therapeutics (TGTX) Resumen de Acciones

TG Therapeutics, Inc. es una empresa biofarmacéutica en fase comercial centrada en la adquisición, desarrollo y comercialización de tratamientos novedosos para enfermedades mediadas por células B en Estados Unidos y a escala internacional. Saber más

Análisis fundamental de TGTX
Puntuación del snowflake
Valoración5/6
Crecimiento futuro3/6
Rendimiento pasado4/6
Salud financiera4/6
Dividendos0/6

TGTX Community Fair Values

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Competidores de TG Therapeutics, Inc.

Historial de precios y rendimiento

Resumen de las cotizaciones máximas, mínimas y variaciones del TG Therapeutics
Precios históricos de las acciones
Precio actual de la acciónUS$38.87
Máximo en las últimas 52 semanasUS$44.65
Mínimo de 52 semanasUS$25.28
Beta1.68
Cambio en 1 mes6.14%
Variación en 3 meses27.40%
Cambio de 1 año12.44%
Variación en 3 años42.90%
Variación en 5 años11.47%
Variación desde la OPV3,320.89%

Noticias y actualizaciones recientes

Actualización de narrativa May 21

TGTX: Execution Risks And Lower P/E Assumptions Will Pressure Future Upside

Narrative Update on TG Therapeutics The updated analyst price target for TG Therapeutics moves slightly lower to about $17.46 from roughly $17.57 as analysts adjust their assumptions on revenue growth, profit margins and future P/E, while still reflecting recent Street research that includes a $10 upward revision from H.C. Wainwright. Analyst Commentary Behind the modest adjustment in the average price target to about $17.46, bearish analysts remain focused on execution risks and how those could affect the valuation that investors are willing to pay for TG Therapeutics.

Recent updates

Actualización de narrativa May 21

TGTX: Execution Risks And Lower P/E Assumptions Will Pressure Future Upside

Narrative Update on TG Therapeutics The updated analyst price target for TG Therapeutics moves slightly lower to about $17.46 from roughly $17.57 as analysts adjust their assumptions on revenue growth, profit margins and future P/E, while still reflecting recent Street research that includes a $10 upward revision from H.C. Wainwright. Analyst Commentary Behind the modest adjustment in the average price target to about $17.46, bearish analysts remain focused on execution risks and how those could affect the valuation that investors are willing to pay for TG Therapeutics.
Actualización de narrativa Apr 29

TGTX: JPMorgan Cut And Execution Risks Will Pressure Future Upside Potential

Analysts have modestly raised their fair value estimate for TG Therapeutics to about $17.57 per share, from roughly $17.32, citing refreshed assumptions around revenue growth, profit margins, discount rates and future P/E, as well as recent Street research including the latest JPMorgan price target update. Analyst Commentary Recent Street research, including a reduced price target at JPMorgan, points to a more cautious tone around TG Therapeutics, even as fair value estimates move only slightly.
Seeking Alpha Apr 19

TG Therapeutics: Flawless Execution And $500 Million Non-Dilutive Capital Bolster Outlook

Summary TG Therapeutics is downgraded from Strong Buy to Buy after a 17% rally, reflecting a now fairer valuation. Briumvi IV continues to gain market share in MS, while the SC version’s trial is fully enrolled and could double the addressable market. Management guides conservatively for 2026 Briumvi U.S. net revenue of $825–$850 million and maintains disciplined operating expense targets. TGTX enhances financial flexibility with a $750 million term loan, expanded buybacks, and no equity dilution, supporting ongoing growth initiatives. Read the full article on Seeking Alpha
Actualización de narrativa Apr 15

TGTX: Recent JPMorgan Cut Will Likely Expose Fragile Earnings Expectations

Analysts have adjusted their fair value estimate for TG Therapeutics from $15.49 to $17.32, reflecting updated assumptions around the discount rate, revenue growth, profit margin, and future P/E following recent price target revisions, including the $3 cut highlighted by JPMorgan. Analyst Commentary Recent commentary around TG Therapeutics has tilted cautious, with the $3 price target cut at JPMorgan reinforcing a more conservative stance on both execution and valuation risk.
Actualización de narrativa Mar 31

TGTX: Shares Should Advance As Durable Multiple Sclerosis Data Supports Recovery

Narrative Update The blended analyst price target for TG Therapeutics is now effectively unchanged around $44, as recent moves, including a $3 trim at one firm and modest raises at others, reflect updated views on sector funding conditions, deal activity, and regulatory risk, while leaving core assumptions on growth, margins, and future P/E largely intact. Analyst Commentary Recent Street research around TG Therapeutics has been active but mixed, with one major firm trimming its target while others lift theirs, leaving the blended target roughly unchanged.
Actualización de narrativa Mar 17

TGTX: Shares Should Rebound As Long Term Multiple Sclerosis Data Drives Confidence

Analysts recently adjusted their price targets for TG Therapeutics in a mixed way, with one firm cutting its target by $3 while others raised theirs by $2 and $2. These changes reflect updated views on sector conditions, access to capital, M&A activity and company specific data catalysts.
Actualización de narrativa Mar 03

TGTX: Shares Should Rebound As Long Term Multiple Sclerosis Data Supports Upside

Analysts have nudged their price targets on TG Therapeutics in both directions recently, with moves such as a $3 trim at one firm and a $2 lift at another. These changes reflect updated views on discount rates, revenue growth assumptions, profit margins and future P/E, rather than a wholesale shift in the $44.43 fair value estimate used in this model.
Actualización de narrativa Feb 17

TGTX: Shares Should Rebound As Revenue Outlook Supports Mixed Street Views

Analysts have made only a modest adjustment to their TG Therapeutics price targets, reflecting a slightly higher assumed discount rate and marginally lower future P/E expectations, while maintaining a consistent fair value estimate near $44 per share. Analyst Commentary Recent Street research on TG Therapeutics has been mixed, with some firms lifting price targets and others trimming them.
Actualización de narrativa Feb 02

TGTX: Shares Should Rebound As Mixed Street Views Contrast With Strong Revenue Outlook

Analysts have adjusted their blended price target on TG Therapeutics slightly lower, trimming fair value by about $0.43 to reflect updated assumptions around growth, margins and future P/E following a mix of recent target revisions from major firms. Analyst Commentary Recent Street research on TG Therapeutics reflects a mix of optimism on the setup for biotech and specific caution around the company’s execution and valuation, which is feeding into the modest trim in the blended price target.
Actualización de narrativa Jan 19

TGTX: Shares Should Rebound As Revenue Outlook Strengthens On Updated Guidance

Narrative Update Analysts have nudged their price target for TG Therapeutics higher to about $44.86, up from roughly $44.29. This reflects updated earnings models that incorporate slightly higher profit margin assumptions, a modestly adjusted discount rate and a small change to expected future P/E levels following recent Street research, including target increases from BofA, Goldman Sachs and JPMorgan.
Actualización de narrativa Jan 05

TGTX: Higher JPMorgan Price View Will Likely Overstate Future Earnings Delivery

TG Therapeutics' analyst price target has moved higher, with a recent US$3 increase to US$49 as analysts refreshed their models after the latest earnings update. Analyst Commentary The latest move to a US$49 price target from JPMorgan signals that at least one major firm has refreshed its view following the recent earnings update, with a focus on updated assumptions in its valuation model.
Actualización de narrativa Dec 22

TGTX: Higher Earnings Visibility Will Support A Re-Rating Over Time

Analysts have lifted their price target on TG Therapeutics shares, raising fair value by about $7 per share to $60, as updated post earnings models factor in a higher future P/E multiple despite slightly lower growth and margin assumptions. Analyst Commentary Following the latest earnings update, bullish analysts are increasingly highlighting TG Therapeutics as a beneficiary of improving fundamentals and greater earnings visibility, which they see as supporting a higher valuation range over the medium term.
Actualización de narrativa Dec 08

TGTX: Shares Will Likely Rebound As Long Term Sales Milestone Approaches

Analysts have modestly raised their blended price target for TG Therapeutics, reflecting increased confidence in multi year Briumvi growth and updated post earnings models that point to a path toward more than $1 billion in annual sales. Analyst Commentary Recent Street updates reflect a predominantly constructive stance on TG Therapeutics, with upwardly revised price targets and reinforced positive ratings following the latest earnings update.
Actualización de narrativa Nov 24

TGTX: Shares Will Likely Rebound Following Recent Buyback And Earnings Dip

Analysts have raised their price targets for TG Therapeutics, with recent updates reflecting increases of $3 to $49 and $2 to $55. This is based on confidence in ongoing sales growth and an improved margin outlook following the company's earnings report.
Actualización de narrativa Nov 05

TGTX: Shares Will Likely See Renewed Momentum With Expanding U.S. Drug Adoption

Analysts have modestly increased their price target for TG Therapeutics, raising it from approximately $43.57 to $44.29. This adjustment is due to optimism about multi-year sales growth for Briumvi and updated post-earnings forecasts.
Artículo de análisis Oct 23

TG Therapeutics (NASDAQ:TGTX) Takes On Some Risk With Its Use Of Debt

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Actualización de narrativa Oct 22

Analyst Commentary Drives Optimism for TG Therapeutics as Briumvi Growth Fuels Higher Price Targets

Narrative Update on TG Therapeutics Analysts have raised their price target for TG Therapeutics by $2 to $55. They cite expectations for sustained multi-year sales growth, supported by strong prospects for Briumvi in the U.S. market.
Actualización de narrativa Oct 08

A Subcutaneous Launch Will Unlock The Anti-CD20 MS Market

Analysts have raised their price target for TG Therapeutics from $40.50 to $43.57, citing expectations of sustained Briumvi sales growth and an improved revenue outlook. Analyst Commentary Recent Street research highlights a range of perspectives regarding TG Therapeutics, with particular focus on Briumvi's market performance and growth trajectory.
Artículo de análisis Sep 30

What TG Therapeutics, Inc.'s (NASDAQ:TGTX) 26% Share Price Gain Is Not Telling You

TG Therapeutics, Inc. ( NASDAQ:TGTX ) shareholders would be excited to see that the share price has had a great month...
Artículo de análisis Jul 29

Revenues Not Telling The Story For TG Therapeutics, Inc. (NASDAQ:TGTX)

You may think that with a price-to-sales (or "P/S") ratio of 13.6x TG Therapeutics, Inc. ( NASDAQ:TGTX ) is a stock to...
Seeking Alpha Mar 14

TG Therapeutics: Bright Outlook, Bolstered By Briumvi And Upcoming Trials

Summary TG Therapeutics is rated a strong buy with a 12-month price target of $44, driven by positive Briumvi sales and future trial plans. Briumvi exceeded FY 2024 sales forecasts and is expected to surpass the $525M goal for FY 2025, with promising patient enrollment trends. Upcoming pivotal trials and potential label updates for Briumvi, including subcutaneous administration, could enhance patient convenience and treatment efficacy. TG Therapeutics' strong cash position and ongoing Briumvi revenues are expected to fund operations and potential portfolio expansion, despite risks from trial data and international approvals. Read the full article on Seeking Alpha
Seeking Alpha Nov 05

TG Therapeutics: Modest Q3 Sales Beat, Focus Shifts To Early 2025 Updates

Summary TG Therapeutics, Inc. reported a modest Q3 beat and raised the full-year net sales guidance range for Briumvi by $7.5 million at the mid-point. The results were slightly underwhelming but generally in line with management expectations of a softer Q3. Now we wait for the important updates in early 2025 — preliminary Q4 net sales of Briumvi, the guidance for 2025, and the preliminary results from subcutaneous Briumvi's trial. I expect the FY 2025 net sales guidance range to be at or slightly below the analyst consensus as the company sets the stage to beat and raise throughout the year. The company set expectations for a once every two-month dosing schedule for subcutaneous Briumvi, and I would consider quarterly dosing a clear win. Read the full article on Seeking Alpha
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Nueva narrativa Sep 04

BRIUMVI's Breakthrough In MS Market Promises Robust Revenue Surge And Expanding Therapeutic Horizons

Strong sales of BRIUMVI and strategic expansions such as innovative versions aim to secure market dominance in treating relapsing multiple sclerosis.
Seeking Alpha Aug 07

TG Therapeutics Delivers A Beat-And-Raise Q2 And A $100 Million Buyback

Summary TG Therapeutics exceeded Q2 Street consensus estimates, with Briumvi net sales of $72.6 million and total revenues of $73.5 million. Positive cash flow achieved one quarter ahead of my expectations, and full-year guidance range raised by $15 million at the mid-point of the range. TG secured a new $250 million credit facility to retire the old one, and it will use $100 million to buy back shares. The phase 1 trial of subcutaneous Briumvi is now enrolling multiple sclerosis patients, with topline data expected in early 2025 and followed by a phase 3 trial starting in mid-2025. Continued positive growth trends of Briumvi and an improving financial position strengthen the long-term outlook for TG Therapeutics. Read the full article on Seeking Alpha

Rentabilidad de los accionistas

TGTXUS BiotechsMercado US
7D-1.5%2.4%1.1%
1Y12.4%34.6%28.7%

Rentabilidad vs. Industria: Los resultados de TGTX fueron inferiores a los de la industria US Biotechs, que obtuvo un rendimiento del 34.6% el año pasado.

Rentabilidad vs. Mercado: TGTX obtuvo unos resultados inferiores a los del mercado US, que fueron del 28.7% el año pasado.

Volatilidad de los precios

Is TGTX's price volatile compared to industry and market?
TGTX volatility
TGTX Average Weekly Movement7.7%
Biotechs Industry Average Movement10.8%
Market Average Movement7.2%
10% most volatile stocks in US Market16.4%
10% least volatile stocks in US Market3.1%

Precio estable de las acciones: TGTX no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.

Volatilidad a lo largo del tiempo: La volatilidad semanal de TGTX (8%) se ha mantenido estable durante el año pasado.

Acerca de la empresa

FundadaEmpleadosCEOPágina web
1993399Mike Weisswww.tgtherapeutics.com

TG Therapeutics, Inc. es una empresa biofarmacéutica en fase comercial centrada en la adquisición, desarrollo y comercialización de tratamientos novedosos para enfermedades mediadas por células B en Estados Unidos y a escala internacional. La empresa ofrece BRIUMVI, un anticuerpo monoclonal anti-CD20 para el tratamiento de pacientes adultos con formas recidivantes de esclerosis múltiple (EMR), incluido el síndrome clínicamente aislado, la enfermedad recidivante-remitente y la enfermedad secundaria progresiva activa en adultos. La cartera de productos en desarrollo de la empresa comprende Ublituximab IV, un mAb anti-CD20 de glicoingeniería para el tratamiento de la EM recidivante; TG-1701 es un inhibidor de la tirosina cinasa de Bruton (BTK) disponible por vía oral y unido covalentemente que muestra selectividad frente a la BTK en el cribado de cinasas in vitro; y TG-1801, un anticuerpo biespecífico CD47 y CD19.

Resumen de fundamentos de TG Therapeutics, Inc.

¿Cómo se comparan los beneficios e ingresos de TG Therapeutics con su capitalización de mercado?
Estadísticas fundamentales de TGTX
Capitalización bursátilUS$5.51b
Beneficios(TTM)US$461.90m
Ingresos (TTM)US$700.35m
11.9x
Ratio precio-beneficio (PE)
7.9x
Ratio precio-ventas (PS)

Beneficios e Ingresos

Estadísticas clave de rentabilidad del último informe de resultados (TTM)
Cuenta de resultados (TTM) de TGTX
IngresosUS$700.35m
Coste de los ingresosUS$118.68m
Beneficio brutoUS$581.67m
Otros gastosUS$119.77m
BeneficiosUS$461.90m

Últimos beneficios comunicados

Mar 31, 2026

Próxima fecha de beneficios

n/a

Beneficios por acción (BPA)3.26
Margen bruto83.05%
Margen de beneficio neto65.95%
Ratio deuda/patrimonio127.8%

¿Cómo se ha desempeñado TGTX a largo plazo?

Ver rendimiento histórico y comparativa

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/25 07:31
Precio de las acciones al final del día2026/05/22 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

TG Therapeutics, Inc. está cubierta por 18 analistas. 8 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Alec StranahanBofA Global Research
William WoodB. Riley Securities, Inc.
Mayank MamtaniB. Riley Securities, Inc.