Arcutis Biotherapeutics (ARQT) Panoramica del titolo
Arcutis Biotherapeutics, Inc. è una società biofarmaceutica che si occupa dello sviluppo e della commercializzazione di trattamenti per le malattie dermatologiche. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 6/6 |
| Crescita futura | 5/6 |
| Prestazioni passate | 0/6 |
| Salute finanziaria | 5/6 |
| Dividendi | 0/6 |
Premi
Analisi del rischio
ARQT Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$39.99
FV
47.2% sottovalutato sconto intrinseco588
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Concorrenti di Arcutis Biotherapeutics, Inc.
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$21.11 |
| Massimo di 52 settimane | US$31.77 |
| Minimo di 52 settimane | US$12.72 |
| Beta | 1.59 |
| Variazione di 1 mese | -9.24% |
| Variazione a 3 mesi | -21.84% |
| Variazione di 1 anno | 49.29% |
| Variazione a 3 anni | 170.29% |
| Variazione a 5 anni | -23.01% |
| Variazione dall'IPO | -3.17% |
Notizie e aggiornamenti recenti
Aggiornamento della narrazione • May 18
ARQT: Q4 Execution And 2026 Revenue Guidance Will Support Further Upside
Analysts have nudged the blended price target on Arcutis Biotherapeutics slightly lower to about $34.63 from $34.75. This reflects modest tweaks to revenue growth, profit margin and P/E assumptions following recent Q4 driven model updates across the Street.Seeking Alpha • May 15
Arcutis Biotherapeutics: The Dermatology Platform Is Starting To Compound
Summary Arcutis Biotherapeutics (ARQT) is evolving into a specialized dermatology platform, leveraging ZORYVE's expanding indications, formulations, and prescriber base for compounding revenue growth. ARQT reported Q1 2026 net revenues of $105.4M (up 65% YoY), reaffirmed 2026 revenue guidance of $480–495M, and demonstrated a significant reduction in net loss with strong gross margins. ZORYVE's pediatric and primary care expansion, new product launches, and pipeline progress support ARQT’s strategy to capture a larger share of the chronic dermatology market. Despite premium valuation multiples, ARQT’s rapid revenue growth, positive operating cash flow, and commercial momentum justify a bullish outlook, contingent on continued execution and market penetration. Read the full article on Seeking AlphaRecent updates
Aggiornamento della narrazione • May 18
ARQT: Q4 Execution And 2026 Revenue Guidance Will Support Further Upside
Analysts have nudged the blended price target on Arcutis Biotherapeutics slightly lower to about $34.63 from $34.75. This reflects modest tweaks to revenue growth, profit margin and P/E assumptions following recent Q4 driven model updates across the Street.Seeking Alpha • May 15
Arcutis Biotherapeutics: The Dermatology Platform Is Starting To Compound
Summary Arcutis Biotherapeutics (ARQT) is evolving into a specialized dermatology platform, leveraging ZORYVE's expanding indications, formulations, and prescriber base for compounding revenue growth. ARQT reported Q1 2026 net revenues of $105.4M (up 65% YoY), reaffirmed 2026 revenue guidance of $480–495M, and demonstrated a significant reduction in net loss with strong gross margins. ZORYVE's pediatric and primary care expansion, new product launches, and pipeline progress support ARQT’s strategy to capture a larger share of the chronic dermatology market. Despite premium valuation multiples, ARQT’s rapid revenue growth, positive operating cash flow, and commercial momentum justify a bullish outlook, contingent on continued execution and market penetration. Read the full article on Seeking AlphaAggiornamento della narrazione • Apr 21
ARQT: Raised 2026 Revenue Outlook And Q4 Performance Will Drive Further Upside
Analysts now cluster around a $35 price target for Arcutis Biotherapeutics, reflecting only a small shift of a few dollars from prior targets as recent Q4 results, updated revenue guidance, and ongoing commercialization progress for Zoryve are incorporated into refreshed models. Analyst Commentary Recent Street research converges around a $35 price target, with modest adjustments on either side as analysts refresh models following Q4 results, updated guidance, and ongoing Zoryve commercialization.Aggiornamento della narrazione • Apr 07
ARQT: Higher 2026 Revenue Guidance And Q4 Execution Will Support Upside
Analysts now converge around a $35 price target for Arcutis Biotherapeutics, reflecting updated models following the Q4 report, revised revenue guidance, and ongoing assessments of Zoryve commercialization efforts. Analyst Commentary Recent Street research shows a tight cluster of targets around $35, with several firms updating their models after the Q4 report and revised guidance.Aggiornamento della narrazione • Mar 24
ARQT: Strong Q4 Execution And Higher 2026 Guidance Will Support Confidence
Narrative Update The consensus analyst price target for Arcutis Biotherapeutics is now $35, reflecting modest model updates following the Q4 report, stronger than expected sales, higher revenue guidance, and a continued focus on maximizing the value of Zoryve. Analyst Commentary Recent research highlights a cluster of price targets around $35, with analysts updating their models after the Q4 report, revisions to revenue guidance, and continued emphasis on the Zoryve franchise.Aggiornamento della narrazione • Mar 10
ARQT: Infant Data And Steroid Concerns Will Support Higher Confidence In Guidance
The analyst price target for Arcutis Biotherapeutics has been raised by $3, from $31.75 to $34.75, as analysts update their models following the Q4 report, higher management guidance, and ongoing confidence in Zoryve commercialization and revenue trajectory. Analyst Commentary Recent Street research on Arcutis Biotherapeutics clusters tightly around a US$35 price target, with most firms updating their models after the Q4 report and new management guidance.Aggiornamento della narrazione • Feb 23
ARQT: Infant Data And Steroid Concerns Will Support Future Upside Potential
Analysts kept their price target for Arcutis Biotherapeutics steady at $31.75, citing only minor adjustments to assumptions for discount rate, revenue growth, profit margin, and future P/E to reflect updated views on the company’s risk profile and earnings potential. What's in the News Reported positive topline Phase 2 INTEGUMENT-INFANT data for ZORYVE cream 0.05% in 101 infants aged 3 months to less than 24 months with mild to moderate atopic dermatitis, with low rates of adverse events, all mild to moderate, and no serious adverse events (Key Developments).Aggiornamento della narrazione • Feb 08
ARQT: Infant Atopic Dermatitis Data Will Drive Future Upside Potential
Analysts have nudged their price target for Arcutis Biotherapeutics higher to US$31.75 from US$30.86, tying the change to updated fair value estimates, a slightly adjusted discount rate, and modest tweaks to long term revenue growth, profit margin, and future P/E assumptions. What's in the News Positive topline results from the INTEGUMENT-INFANT Phase 2 study of ZORYVE cream 0.05% in 101 infants with mild to moderate atopic dermatitis, with a low incidence of mild to moderate adverse events and 58% of participants reaching EASI-75 at Week 4 (company announcement).Aggiornamento della narrazione • Jan 25
ARQT: Pediatric Dermatology Pipeline And 2026 Revenue Guide Will Support Upside
Analysts have trimmed their price targets for Arcutis Biotherapeutics by about $1 to roughly $31, citing updated assumptions around fair value, discount rate, profit margin, and future P/E that slightly adjust their overall outlook. What's in the News FDA accepted a supplemental New Drug Application for ZORYVE cream 0.3% to extend plaque psoriasis treatment to children aged 2 to 5 years, with a PDUFA target action date of June 29, 2026 (Company announcement).Aggiornamento della narrazione • Jan 11
ARQT: Pediatric Dermatology Expansion And 2026 Revenue Outlook Will Support Upside
Analysts now see Arcutis Biotherapeutics' fair value at US$31.63 per share, with the latest price target grounded in updated assumptions around the discount rate, revenue growth, profit margins, and future P/E that remain broadly consistent with prior estimates. What's in the News The FDA accepted a supplemental New Drug Application for ZORYVE cream 0.3% to expand its plaque psoriasis indication to children aged 2 to 5 years, with a PDUFA target action date of June 29, 2026, supported by MUSE and long term safety studies in this age group (company announcement).Aggiornamento della narrazione • Dec 21
ARQT: Pediatric Dermatology Expansion Will Support Stronger Long-Term Earnings Power
Analysts have modestly raised their price target on Arcutis Biotherapeutics by updating key valuation inputs, including a slightly higher discount rate and future earnings multiple. This results in a new implied fair value of 31.63 dollars per share that remains unchanged from prior estimates but is now underpinned by refined growth and margin assumptions.Articolo di analisi • Dec 09
Arcutis Biotherapeutics, Inc. (NASDAQ:ARQT) Stock Rockets 28% As Investors Are Less Pessimistic Than Expected
Despite an already strong run, Arcutis Biotherapeutics, Inc. ( NASDAQ:ARQT ) shares have been powering on, with a gain...Aggiornamento della narrazione • Dec 06
ARQT: Pediatric Approvals And Long-Term Data Will Support Gradual Portfolio Expansion
Analysts have nudged their price target on Arcutis Biotherapeutics slightly higher, from 31 dollars to approximately 31 dollars and 63 cents, citing modest improvements in long term revenue growth, profit margin expectations, and valuation multiples. What's in the News FDA accepted a supplemental new drug application to extend ZORYVE cream 0.3 percent plaque psoriasis treatment to children aged 2 to 5, with a PDUFA target action date of June 29, 2026 (Company press release).Aggiornamento della narrazione • Nov 22
ARQT: Pediatric Launches And Recent Data Will Support Measured Progress Ahead
Analysts have maintained their price target for Arcutis Biotherapeutics at $31.00, citing stable growth estimates and consistent profit margin expectations. What's in the News The FDA accepted a supplemental New Drug Application (sNDA) for ZORYVE cream 0.3% to treat plaque psoriasis in children aged 2 to 5.Aggiornamento della narrazione • Nov 06
ARQT: Expanded Pediatric Launch And Profit Margin Improvements Will Drive Sentiment Higher
Narrative Update on Arcutis Biotherapeutics Analysts have raised their price target for Arcutis Biotherapeutics from $23.38 to $31.00 per share, citing improved profit margin outlook and a slightly lower discount rate as key factors behind the adjustment. What's in the News The FDA approved ZORYVE (roflumilast) cream 0.05% for mild to moderate atopic dermatitis in children aged 2 to 5, providing a steroid-free topical option for young patients (FDA approval).Articolo di analisi • Oct 31
Results: Arcutis Biotherapeutics, Inc. Confounded Analyst Expectations With A Surprise Profit
Shareholders will be ecstatic, with their stake up 24% over the past week following Arcutis Biotherapeutics, Inc. 's...Aggiornamento della narrazione • Oct 23
Analysts Cite Strong Sales and Pipeline as Arcutis Biotherapeutics Price Target Rises
Arcutis Biotherapeutics saw its analyst price target raised by $5. Analysts cited strong product sales, robust prescription growth, and promising opportunities for future indication expansion as key drivers behind the upward revision.
Nuova narrazione • Oct 20
Very Bullish
It is almost impossible to obtain a drug label from the FDA for pediatric use - this topical non-steroidal drug ZORYVE is very safe and highly effective for both pediatric and adult patients. The drug is potent in the skin, it is not well absorbed and is quickly metabolized which limits systemic exposure and minimizes side effect risks.Aggiornamento della narrazione • Oct 09
Chronic Skin Trends Will Boost Non-Steroidal Treatment Adoption
Analysts have raised their price target for Arcutis Biotherapeutics from $22.75 to $23.38. The decision was based on stronger-than-expected product sales, ongoing commercial execution, and promising potential for expanded indications, all of which support mid- and long-term growth.Articolo di analisi • Oct 02
Revenues Not Telling The Story For Arcutis Biotherapeutics, Inc. (NASDAQ:ARQT) After Shares Rise 27%
Despite an already strong run, Arcutis Biotherapeutics, Inc. ( NASDAQ:ARQT ) shares have been powering on, with a gain...Aggiornamento della narrazione • Sep 18
Chronic Skin Trends Will Boost Non-Steroidal Treatment Adoption
Upward analyst revisions for Arcutis Biotherapeutics reflect stronger-than-expected product sales, accelerating prescription growth, and optimism over Zoryve’s potential broader indications, lifting the consensus price target from $21.86 to $22.75. Analyst Commentary Bullish analysts highlighted Arcutis's stronger-than-expected total product sales and robust 19% quarter-over-quarter prescription growth, with stable gross-to-net (GTN) in the 50% range.Articolo di analisi • Jul 15
Is Arcutis Biotherapeutics (NASDAQ:ARQT) Weighed On By Its Debt Load?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Articolo di analisi • May 09
Earnings Update: Arcutis Biotherapeutics, Inc. (NASDAQ:ARQT) Just Reported Its First-Quarter Results And Analysts Are Updating Their Forecasts
Arcutis Biotherapeutics, Inc. ( NASDAQ:ARQT ) defied analyst predictions to release its quarterly results, which were...
Nuova narrazione • Apr 26
FDA PDUFA Date And Payer Expansion Will Unlock Opportunity
Expanding ZORYVE's indications and payer coverage is expected to significantly boost revenue and market potential.Seeking Alpha • Apr 19
Arcutis Opportunity To Capitalize On Leadership, Pipeline, And Commercial Assets
Summary Arcutis Biotherapeutics is rated a buy with a $19 price target, driven by strong Zoryve sales, a solid balance sheet, and strategic CFO transition. CFO David Topper is stepping down, replaced by Latha Vairavan, whose expertise aligns better with Arcutis's current commercial stage and financial goals. Zoryve's performance exceeds expectations, with significant revenue growth and expanded Medicaid coverage, bolstered by a robust sales force. Key upcoming milestones include regulatory events for Zoryve and clinical readouts for ARQ-255 and ARQ-234, supporting continued growth and valuation. Read the full article on Seeking AlphaSeeking Alpha • Mar 12
Arcutis Biotherapeutics: Topical Derm Player Continues To Execute
Summary Arcutis is a rare topical dermatology player with accelerating launch metrics and continued growth ahead via indication expansion for lead product Zoryve. After taking partial profits, the stock still accounts for 7.5% of my Core Biotech portfolio. Zoryve currently has ~3% market share in approved indications and management thinks 15% or above is within the realm of possibility. Balance sheet remains solid, revenue growth is steady, and the stock is starting to appeal to generalist growth investors. I continue to hold my remaining shares patiently as I anticipate continued execution by management and revenue acceleration in the 2025 to 2026 timeframe. Read the full article on Seeking AlphaArticolo di analisi • Mar 09
Arcutis Biotherapeutics, Inc.'s (NASDAQ:ARQT) 27% Share Price Surge Not Quite Adding Up
Arcutis Biotherapeutics, Inc. ( NASDAQ:ARQT ) shareholders would be excited to see that the share price has had a great...Seeking Alpha • Feb 26
Arcutis Biotherapeutics: Reiterating Strong Buy As Q4 Results Top Expectations
Summary Arcutis Biotherapeutics is a strong buy due to ZORYVE's rapid sales growth and potential for positive earnings within 12 months. ZORYVE, a non-steroidal cream for psoriasis and dermatitis, saw Q4 sales of $69.4M, a 413% YoY increase, beating sales estimates by $10.8M. ZORYVE has maintained quarterly growth of >40% since Q1 2024. Remarkably only one additional quarter of such robust growth will bring sales to a pace needed to achieve profitability. I maintain a $21/share price target now within 12 months, driven by ZORYVE's growth and market disruption potential among traditional steroid treatments. Read the full article on Seeking AlphaSeeking Alpha • Jan 23
Arcutis Biotherapeutics: After Outstanding 2024, Shares May Face Cooling Off Period
Summary Arcutis Biotherapeutics, Inc. stock has surged 133% since January 2024 and over 60% since August due to impressive revenue growth, despite ongoing net losses and limited cash reserves. The company’s Zoryve topical cream products have shown strong prescription growth and improving margins, but the market cap of $1.6bn may be considered overvalued given current financials. Key developments in 2025 include potential FDA approvals, Medicaid and Medicare reimbursement expansions, and a co-promotion deal with Kowa Pharmaceuticals to boost market reach. Despite a strong product and potential for $500m annual sales, I downgrade ARQT shares to “Hold” due to competitive pressures, financial challenges, and expectations running a little too hot. Read the full article on Seeking AlphaArticolo di analisi • Jan 02
Is Arcutis Biotherapeutics (NASDAQ:ARQT) A Risky Investment?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Rendimenti per gli azionisti
| ARQT | US Biotechs | US Mercato | |
|---|---|---|---|
| 7D | 8.3% | 2.9% | 2.5% |
| 1Y | 49.3% | 33.0% | 26.4% |
Ritorno vs Industria: ARQT ha superato il US Biotechs che ha restituito 33 % nell'ultimo anno.
Rendimento vs Mercato: ARQT ha superato il mercato US che ha restituito 26.4 % nell'ultimo anno.
Volatilità dei prezzi
| ARQT volatility | |
|---|---|
| ARQT Average Weekly Movement | 8.2% |
| Biotechs Industry Average Movement | 10.8% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.5% |
| 10% least volatile stocks in US Market | 3.1% |
Prezzo delle azioni stabile: ARQT non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 8% ) di ARQT è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 2016 | 354 | Frank Watanabe | www.arcutis.com |
Arcutis Biotherapeutics, Inc. è una società biofarmaceutica che si occupa dello sviluppo e della commercializzazione di trattamenti per le malattie dermatologiche. Il prodotto principale dell'azienda è ZORYVE, una crema topica a base di roflumilast per il trattamento della psoriasi a placche e della dermatite atopica. L'azienda sviluppa anche la schiuma ZORYVE per la dermatite seborroica e il trattamento della psoriasi del cuoio capelluto e del corpo; ARQ-234, una proteina di fusione che è un agonista del checkpoint potente e altamente selettivo del recettore CD200.
Arcutis Biotherapeutics, Inc. Riepilogo dei fondamenti
| ARQT statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$2.61b |
| Utili (TTM) | -US$2.38m |
| Ricavi(TTM) | US$415.62m |
6.4x
Rapporto P/S-1,111x
Rapporto P/EARQT è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| ARQT Conto economico (TTM) | |
|---|---|
| Ricavi | US$415.62m |
| Costo del fatturato | US$37.65m |
| Profitto lordo | US$377.98m |
| Altre spese | US$380.35m |
| Utili | -US$2.38m |
Ultimi utili riportati
Mar 31, 2026
Prossima data di guadagno
n/a
| Utile per azione (EPS) | -0.019 |
| Margine lordo | 90.94% |
| Margine di profitto netto | -0.57% |
| Rapporto debito/patrimonio netto | 57.7% |
Come si è comportato ARQT nel lungo periodo?
Vedi performance storica e confrontoAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/26 05:50 |
| Prezzo dell'azione a fine giornata | 2026/05/26 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
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Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Arcutis Biotherapeutics, Inc. è coperta da 17 analisti. 8 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Richard J. Law | Goldman Sachs |
| null null | Guggenheim Securities, LLC |
| Seamus Fernandez | Guggenheim Securities, LLC |