TG Therapeutics (TGTX) Panoramica del titolo
TG Therapeutics, Inc. è una società biofarmaceutica in fase commerciale che si concentra sull'acquisizione, lo sviluppo e la commercializzazione di nuovi trattamenti per le malattie mediate dalle cellule B negli Stati Uniti e a livello internazionale. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 5/6 |
| Crescita futura | 3/6 |
| Prestazioni passate | 4/6 |
| Salute finanziaria | 4/6 |
| Dividendi | 0/6 |
TGTX Community Fair Values
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Analyst Price Targets
Concorrenti di TG Therapeutics, Inc.
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$39.24 |
| Massimo di 52 settimane | US$44.65 |
| Minimo di 52 settimane | US$25.28 |
| Beta | 1.68 |
| Variazione di 1 mese | 8.16% |
| Variazione a 3 mesi | 32.88% |
| Variazione di 1 anno | 14.60% |
| Variazione a 3 anni | 45.17% |
| Variazione a 5 anni | 16.82% |
| Variazione dall'IPO | 3,353.45% |
Notizie e aggiornamenti recenti
Recent updates
Aggiornamento della narrazione • 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 AlphaAggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Articolo di analisi • 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 AlphaSeeking 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
Nuova narrazione • 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 AlphaSeeking Alpha • Jun 12
Hold TG Therapeutics For Intriguing Outcomes
Summary TG Therapeutics is a small biotech company that sell ublituximab (a new anti-CD20 monoclonal antibody) for the treatment of multiple sclerosis (MS). Anti-CD20 class is the largest ($9bn) and only growing drug class in MS. Ublituximab is a third-in-class drug that has some competitive edge and may reach over $1bn peak sales. TG Therapeutics trade at the low level of the fundamental value range (ublituximab NPV is $2-5bn). The near-term stock price primarily depends on sales performance. Ublituximab (TG Therapeutics) is likely to become an acquisition target. M&A value may be well above x2 to the current price that depends on several factors, which will play out in the next 9-12 months. Read the full article on Seeking AlphaRendimenti per gli azionisti
| TGTX | US Biotechs | US Mercato | |
|---|---|---|---|
| 7D | -3.8% | -1.6% | -0.8% |
| 1Y | 14.6% | 34.4% | 27.1% |
Ritorno vs Industria: TGTX ha avuto una performance inferiore rispetto al US Biotechs che ha registrato un rendimento 34.4 % nell'ultimo anno.
Rendimento vs Mercato: TGTX ha avuto una performance inferiore al mercato US che ha registrato un rendimento 27.1 % nell'ultimo anno.
Volatilità dei prezzi
| TGTX volatility | |
|---|---|
| TGTX Average Weekly Movement | 7.7% |
| Biotechs Industry Average Movement | 11.0% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.2% |
Prezzo delle azioni stabile: TGTX non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 8% ) di TGTX è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1993 | 399 | Mike Weiss | www.tgtherapeutics.com |
TG Therapeutics, Inc. è una società biofarmaceutica in fase commerciale che si concentra sull'acquisizione, lo sviluppo e la commercializzazione di nuovi trattamenti per le malattie mediate dalle cellule B negli Stati Uniti e a livello internazionale. L'azienda fornisce BRIUMVI, un anticorpo monoclonale anti-CD20 per il trattamento di pazienti adulti con forme recidivanti di sclerosi multipla (RMS), tra cui la sindrome clinicamente isolata, la malattia recidivante-remittente e la malattia secondaria progressiva attiva negli adulti. La pipeline di sviluppo dell'azienda comprende Ublituximab IV, un mAb anti-CD20 glicoingegnerizzato per il trattamento della sclerosi multipla recidivante; TG-1701 è un inibitore della tirosin-chinasi di Bruton (BTK), disponibile per via orale e legato in modo covalente, che mostra selettività nei confronti di BTK nello screening della chinasi in vitro; e TG-1801, un anticorpo bispecifico per CD47 e CD19.
TG Therapeutics, Inc. Riepilogo dei fondamenti
| TGTX statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$5.63b |
| Utili (TTM) | US$461.90m |
| Ricavi(TTM) | US$700.35m |
12.0x
Rapporto P/E7.9x
Rapporto P/STGTX è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| TGTX Conto economico (TTM) | |
|---|---|
| Ricavi | US$700.35m |
| Costo del fatturato | US$118.68m |
| Profitto lordo | US$581.67m |
| Altre spese | US$119.77m |
| Utili | US$461.90m |
Ultimi utili riportati
Mar 31, 2026
Prossima data di guadagno
n/a
| Utile per azione (EPS) | 3.26 |
| Margine lordo | 83.05% |
| Margine di profitto netto | 65.95% |
| Rapporto debito/patrimonio netto | 127.8% |
Come si è comportato TGTX nel lungo periodo?
Vedi performance storica e confrontoAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/21 06:55 |
| Prezzo dell'azione a fine giornata | 2026/05/21 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 |
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| Gestione | 10 anni |
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| 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.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
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
TG Therapeutics, Inc. è coperta da 18 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 |
|---|---|
| Alec Stranahan | BofA Global Research |
| William Wood | B. Riley Securities, Inc. |
| Mayank Mamtani | B. Riley Securities, Inc. |