Harrow, Inc.

NasdaqGM:HROW 株式レポート

時価総額：US$1.4b

Harrow 将来の成長

Future 基準チェック /56

Harrowは、44.9%と24.9%でそれぞれ年率44.9%で利益と収益が成長すると予測される一方、EPSはgrowで44.9%年率。

主要情報

44.9%

収益成長率

44.95%

EPS成長率

Pharmaceuticals 収益成長14.4%
収益成長率24.9%
将来の株主資本利益率n/a
アナリストカバレッジ

Good

最終更新日29 Apr 2026

今後の成長に関する最新情報

Recent updates

ナラティブ更新 • Apr 29

HROW: Ophthalmic Portfolio And Trials Will Support Long Term Earnings Reacceleration

The updated analyst price target for Harrow now sits at $59, reflecting a mix of modestly adjusted growth, margin and P/E assumptions as analysts recalibrate their models following Q4 results and revised product revenue guidance. Analyst Commentary Recent Street research on Harrow shows a cluster of price target revisions around the time of the Q4 report, with several bearish analysts trimming their models after updating revenue assumptions and aligning with management guidance.
Seeking Alpha • Apr 20

Harrow: Now Is The Buy Time

Summary Harrow has delivered a decade-long 40% CAGR in revenue, with robust operating leverage and EBITDA margin expansion. Seasonal weakness in Q1 consistently creates compelling entry points, with share prices typically bottoming near the Q1 report date and rebounding sharply later in the year. HROW’s 2026 low of $33 suggests a likely move to $100 within the year, reflecting the historical pattern of annual highs being about 3x annual lows. Read the full article on Seeking Alpha
ナラティブ更新 • Apr 15

HROW: Future Upside Will Depend On Cataract Franchise Trial Execution

Harrow's updated analyst price target has edged lower by less than $1, reflecting analysts' refreshed revenue and margin assumptions following recent fourth quarter based model updates across the Street. Analyst Commentary Street research has recently focused on recalibrating price targets for Harrow after the latest fourth quarter update, with most firms fine-tuning models rather than changing their broader stance on the company.
ナラティブ更新 • Apr 01

HROW: Ophthalmic Portfolio Expansion And Trials Will Support Long Term Earnings Power

Analysts have modestly reduced their average price targets on Harrow to a range of about $60 to $91, reflecting updated revenue estimates for products like Iheezo and Vevye and refreshed models following the latest Q4 report. Analyst Commentary Recent research indicates that while the overall stance on Harrow remains constructive, several Bearish analysts have trimmed their price targets and underlying revenue assumptions following the Q4 report.
ナラティブ更新 • Mar 17

HROW: Ophthalmic Pipeline And New Trials Are Expected To Strengthen Long Term Earnings Power

Analysts have trimmed their consolidated Harrow price target by a few dollars to reflect updated revenue estimates and product forecasts, while still viewing current growth and leverage characteristics as broadly consistent with comparable companies in the sector. Analyst Commentary Recent Street updates around Harrow are mixed, with several bearish analysts trimming price targets after incorporating the latest Q4 information and revised product assumptions.
ナラティブ更新 • Mar 03

HROW: Future Upside Will Rely On Cataract Franchise Execution

Analysts have nudged their price target for Harrow higher to reflect slightly stronger assumptions for revenue growth and profit margins, as well as a modestly lower future P/E. This results in a small upward adjustment in their implied valuation in dollar terms.
ナラティブ更新 • Feb 17

HROW: Future Upside Will Depend On Market Share Execution And Margin Expansion

Analysts have trimmed their price target on Harrow to $90.32 from $91.76, citing updated assumptions around revenue growth, profit margins, and a slightly lower future P/E multiple. What's in the News Harrow reaffirmed its full-year 2025 revenue guidance, keeping the range at US$270 million to US$280 million (Corporate Guidance).
ナラティブ更新 • Feb 03

HROW: Future Upside Will Depend On Coverage And Market Share Execution

Analysts have nudged their price targets on Harrow higher, with moves such as the shift to $66 at Ladenburg and $94 at Cantor Fitzgerald. These adjustments support a modest uptick in our fair value estimate to $91.76 as they incorporate updated Q3 results, Vevye revenue assumptions and refined profitability expectations.
ナラティブ更新 • Jan 20

HROW: Future Upside Will Rely On Execution And Insurance Coverage

Narrative Update Analysts have nudged their targets higher on Harrow, with recent price objectives rising to $66 and $94. These changes reflect updated models after the latest quarterly results and revised Vevye revenue assumptions.
ナラティブ更新 • Jan 06

HROW: Raised Outlook Will Rely On Execution And Insurance Coverage

Narrative Update on Harrow Analysts have lifted their consolidated price target on Harrow from about $76 to roughly $90, noting updated models after recent quarterly results and refined expectations for Vevye revenue and future P/E assumptions. Analyst Commentary Bullish analysts are resetting their expectations higher for Harrow, with recent research pointing to revised models after the latest quarterly update and a closer look at Vevye revenue assumptions and future P/E expectations.
ナラティブ更新 • Dec 19

HROW: Expanded Ophthalmic Pipeline Is Expected To Drive Stronger Long Term Earnings Power

Analysts have raised our Harrow fair value estimate to $59 from $42, reflecting higher modeled revenue growth, improving margin expectations, and a wave of increased Street price targets following stronger quarterly results and an expanded product and biosimilar pipeline. Analyst Commentary Recent Street commentary on Harrow has been broadly constructive, with multiple firms lifting price targets in response to stronger quarterly results, expanding ophthalmic franchises, and a more visible biosimilar contribution.
ナラティブ更新 • Dec 05

HROW: Expanding Ophthalmic Portfolio Will Drive Long-Term Revenue Mix Diversification

Analysts have raised their blended price targets for Harrow into a higher range, highlighted by recent increases to $66, $70, $74, and $94 per share. They cite a stronger long-term revenue and margin outlook supported by ophthalmic biosimilars, Vevye ramp expectations, and a more visible commercial roadmap.
ナラティブ更新 • Nov 21

HROW: Expanding Ophthalmic Pipeline Will Drive Revenue Upside Beyond 2026

Analysts have raised their price target for Harrow from $68.18 to $70.63. They cite sustained confidence in the company's revenue growth potential and the strength of its commercial roadmap, despite slight adjustments in growth projections and profit margins.
ナラティブ更新 • Nov 05

HROW: Expanding Ophthalmic Pipeline Will Drive Strong Revenue Momentum Through 2027

Analysts have raised their price targets for Harrow. The most recent consensus lifts expectations by up to $4 per share, citing confidence in the company's expanding pipeline and commercial strategy to deliver sustainable revenue and margin growth.
ナラティブ更新 • Oct 22

Analysts Boost Harrow Price Targets Amid Strong Growth Prospects and Pipeline Optimism

Analysts have raised their average price target for Harrow, citing increased confidence in the company's commercial execution and long-term revenue growth potential. Recent updates reflect new targets up to $74, compared to previous levels between $42 and $70.
ナラティブ更新 • Oct 08

Rising Specialty Ophthalmics And Biosimilars Will Open New Markets

Harrow's analyst price target has increased from $61.98 to $68.18. Analysts point to a stronger revenue growth outlook and heightened optimism regarding the company's commercial execution and product pipeline.
分析記事 • Oct 03

Harrow, Inc. (NASDAQ:HROW) Looks Just Right With A 27% Price Jump

Despite an already strong run, Harrow, Inc. ( NASDAQ:HROW ) shares have been powering on, with a gain of 27% in the...
ナラティブ更新 • Sep 24

Rising Specialty Ophthalmics And Biosimilars Will Open New Markets

Analysts have raised Harrow's price target to $61.98, reflecting optimism about upcoming biosimilar launches, a strengthening market position in eye care, and expectations for upside to current revenue guidance. Analyst Commentary Introduction of ophthalmic biosimilars Byooviz and Opuviz expected to materially contribute to revenue starting in 2026.
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新しいナラティブ • May 05

VEVYE And TRIESENCE Programs Will Expand Prescription Access

Harrow is focusing on boosting sales and profitability through patient affordability programs, strategic supply chain improvements, and next-gen product developments.
Seeking Alpha • Mar 29

Harrow: When Cheaper Doesn't Mean Attractive (Rating Upgrade)

Summary Harrow's stock is down 17% since my last analysis and "Sell" recommendation. Harrow's Q4 and FY24 results show significant revenue growth and improved net income, but the company faces complex reimbursement challenges and tough competition. Valuation models suggest Harrow is fairly valued if it achieves 20% revenue growth and 15% FCF margins, though these are lofty expectations. I upgrade Harrow to "Hold" due to its solid earnings and more reasonable valuation, but remain cautious about its complex business structure and high growth targets. Read the full article on Seeking Alpha
Seeking Alpha • Mar 19

Harrow: A Name I Am Accumulating

Summary Harrow, Inc. shares fell over 50% post a weak 3Q24 report but rebounded on preliminary Q4 results, showing potential for a strong FY2025. The company’s key products, Iheezo and Vevye, show significant market potential, with Vevye’s gross sales nearing $200 million annually. Harrow’s balance sheet remains solid despite increased debt, and analysts maintain Buy ratings with price targets around $55-$57. The 50% share price decline offers a solid entry point, with promising preliminary Q4 numbers and FY2025 projections indicating future growth. An updated analysis around HROW stock follows in the paragraphs below. Read the full article on Seeking Alpha
Seeking Alpha • Mar 01

Smallcap Eyecare Pharma Company Harrow Health Has Two Major Catalysts For 2025

Summary Harrow Health's robust distribution platform and patented eye care products create a strong moat, offering an attractive entry point after the recent stock price correction. Catalysts in 2025 could come from a successful Triesence launch and potential NDA filing for Melt pharma, where HROW has a material stake. The main risk is the company's loss in Q3 2024 despite recent acquisitions, so more revenue growth alongside controlled costs is needed for the stock to work from here. With good progress on Triesence and Melt's NDA filing, it's possible the stock could double to around $55/share in 2025. Nonetheless, without anticipated progress on these two major catalysts, the current $27/share valuation would be at risk. Read the full article on Seeking Alpha
分析記事 • Feb 17

Shareholders Should Be Pleased With Harrow, Inc.'s (NASDAQ:HROW) Price

Harrow, Inc.'s ( NASDAQ:HROW ) price-to-sales (or "P/S") ratio of 6.4x might make it look like a strong sell right now...
Seeking Alpha • Dec 14

Harrow: The Triesence Relaunch

Summary Harrow's relaunch of Triesence, a preservative-free corticosteroid, addresses a critical unmet need in ophthalmology, offering safer and more effective treatment options for eye care professionals. Triesence's unique formulation and absence of preservatives make it superior to alternatives like Kenalog, despite its higher price point and previous supply chain issues. Harrow's acquisition and relaunch of Triesence, with 39,000 units available, positions the company for significant market growth, targeting over 500,000 units annually. Despite the price hike to $944 per vial, Harrow justifies it with increased regulatory and manufacturing costs, aiming for consistent and reliable supply. Read the full article on Seeking Alpha
Seeking Alpha • Nov 16

Harrow: Spotlight On IHEEZO

Summary Harrow Inc.'s poor Q3 earnings were due to an inventory shortage for VEVYE and a strategic pivot with IHEEZO, but recovery is expected in Q4. VEVYE's strong refill rate of over 90% demonstrates its clinical value, despite the temporary inventory issues that capped its Q3 revenue potential. IHEEZO's demand growth slowed due to a strategic focus on retina specialists, but higher reimbursement and new agreements promise future benefits. Harrow's cash position remains strong, and strategic moves like the TRIESENCE milestone payment indicate long-term growth potential, making the current share price drop a buying opportunity. This is my second article in a series on Harrow's products. Read the full article on Seeking Alpha
Seeking Alpha • Oct 02

Harrow's Focus - Reviving Old Drugs In A Crowded Market

Summary Harrow focuses on ophthalmology products, including Iheezo, Vevye, and Triesence, but its clinical differentiation is debatable. HROW reported a record $48.9 million in Q2 revenue, a 46% year-over-year increase, though net losses persist. The Company's current ratio is over 2, indicating strong short-term financial health, but significant debt due in 2026 could impact the cash runway. Harrow's products compete against established generics, and it heavily relies on marketing and sales force expansion to drive growth. The investment recommendation is a "sell," due to concerns over product differentiation, financial risks, and limited market advantage. Read the full article on Seeking Alpha
Seeking Alpha • Sep 10

Harrow: 3 Business Models, One Mission

Summary Harrow's CEO, Mark Baum, transformed the company from a struggling OTC penny stock to a leader in ophthalmic compounding drugs, emphasizing accessible healthcare. Harrow's business model includes a core compounding pharmacy, an expanding portfolio of FDA-approved drugs, and a biotech incubator, minimizing regulatory risks. The company's branded product segment is experiencing significant growth, with notable drugs like IHEEZO and VEVYE targeting large market opportunities. Despite challenges, Harrow's management talent and strategic focus on de-risking commercial and regulatory processes position it for continued success. Read the full article on Seeking Alpha
Seeking Alpha • Aug 21

Borrowing Cash To Burn It: The Curious Case Of Harrow

Summary Harrow reported a $20 million loss for the first half of 2024, doubling from the previous year. Increased competition from generics and new drugs will squash margins. Harrow's recent strategy shift has led to increased expenses and losses, with a potential stock price target of $4. Read the full article on Seeking Alpha
Seeking Alpha • May 02

Harrow: The Bull Thesis Is On Track, But Short-Term Challenges Loom

Summary Harrow's long-term bull thesis is stronger than ever, but there may be a credible short-term bear thesis. The short-term bear thesis is the result of the Change Healthcare cyberattack, which has crippled reimbursement and caused huge financial headaches for healthcare providers. Harrow will definitely miss Q1 2024 earnings estimates as a result. Although the cyberattack is widely known, sell side estimates have not been updated to reflect the impact. This needs to be weighed against the swath of good news Harrow is experiencing, with every development other than the cyberattack turning out better than expected. Read the full article on Seeking Alpha
Seeking Alpha • Feb 19

Harrow's Drug Iheezo Is Off To A Great Start

Summary Harrow Inc. is leveraging its existing customer base in the compounded ophthalmic pharmaceutical products business to expand into branded pharmaceuticals. The company's first major branded drug, Iheezo, initially faced skepticism but has seen significant success, with December 2023 sales reaching an estimated $5 million, triple the November rate. The success of Iheezo suggests that Harrow's distribution platform and customer base can support the success of other branded drugs, potentially leading to a triple-digit share price. Read the full article on Seeking Alpha
Seeking Alpha • Jan 30

Harrow: Temporary Disruption In Stock Price Creates Excellent Opportunity

Summary Harrow, Inc.'s stock price has fallen due to disappointing earnings releases in Q1, Q2, and Q3 of 2023. The company's various revenue buckets have not performed as well as expected, leading to a decline in revenue. Despite short-term challenges, Harrow has a long-term growth strategy. Read the full article on Seeking Alpha

業績と収益の成長予測

NasdaqGM:HROW - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20287271812222133
12/31/20275251011181136
12/31/20263511859588
12/31/2025272-54344N/A
9/30/2025250-5-2118N/A
6/30/2025228-10-354N/A
3/31/2025213-22-372N/A
12/31/2024200-17-61-22N/A
9/30/2024169-3334N/A
6/30/2024154-34-210N/A
3/31/2024139-31-147N/A
12/31/2023130-24-1494N/A
9/30/2023114-14-167-9N/A
6/30/2023103-16-147-8N/A
3/31/202393-18-146-7N/A
12/31/202289-14-62N/A
9/30/202288-23-124N/A
6/30/202284-24-132N/A
3/31/202279-21-133N/A
12/31/202172-18-115N/A
9/30/202167-1046N/A
6/30/2021637911N/A
3/31/2021521023N/A
12/31/202049-3-2-1N/A
9/30/202047-2-11N/A
6/30/202045-22-3-2N/A
3/31/202051-2402N/A
12/31/2019510-11N/A
9/30/20195016N/A-1N/A
6/30/20194825N/A0N/A
3/31/20194529N/A0N/A
12/31/20184115N/A1N/A
9/30/201837-6N/A0N/A
6/30/201833-9N/A-2N/A
3/31/201830-10N/A-6N/A
12/31/201727-12N/A-9N/A
9/30/201725-15N/A-11N/A
6/30/201724-13N/A-12N/A
3/31/201722-20N/A-13N/A
12/31/201620-19N/A-11N/A
9/30/201618-18N/A-12N/A
6/30/201615-18N/A-11N/A
3/31/201613-17N/A-11N/A
12/31/201510-16N/A-11N/A
9/30/20157-14N/A-10N/A
6/30/20155-12N/A-9N/A

アナリストによる今後の成長予測

収入対貯蓄率: HROWは今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 3.5% ) よりも高い成長率であると考えられます。

収益対市場: HROW今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。

高成長収益: HROW今後 3 年以内に収益を上げることが予想されます。

収益対市場: HROWの収益 ( 24.9% ) US市場 ( 11.6% ) よりも速いペースで成長すると予測されています。

高い収益成長: HROWの収益 ( 24.9% ) 20%よりも速いペースで成長すると予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: HROWの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/11 18:50
終値2026/05/11 00:00
収益2025/12/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Harrow, Inc. 8 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。10

アナリスト機関
Mayank MamtaniB. Riley Securities, Inc.
Thomas ShraderBTIG
Steven SeedhouseCantor Fitzgerald & Co.