Tarsus Pharmaceuticals 将来の成長
Future 基準チェック /46
Tarsus Pharmaceuticalsは、53.9%と19.4%でそれぞれ年率53.9%で利益と収益が成長すると予測される一方、EPSはgrowで53.7%年率。
主要情報
53.9%
収益成長率
53.67%
EPS成長率
| Pharmaceuticals 収益成長 | 14.4% |
| 収益成長率 | 19.4% |
| 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 | 20 May 2026 |
今後の成長に関する最新情報
Recent updates
Seeking Alpha • May 15
Tarsus Q1 Review: Strong Earnings, But Wall Street Wanted A Guidance Raise
Summary Tarsus Pharmaceuticals (TARS) is reiterated as a Strong Buy, with a 12-month price target of $95 per share amid sector-wide healthcare weakness. Xdemvy's Q1 sales more than doubled YoY, but unchanged 2026 revenue guidance ($670–$700M) disappointed, implying 18% annualized growth from the current quarterly run-rate. TARS is building a robust distribution moat, with nearly half of targeted ECPs prescribing Xdemvy weekly and direct-to-consumer activation up 40% QoQ. Two pipeline catalysts—TP-04 for ocular rosacea and TP-05 for Lyme disease—are expected in H1 2027, offering significant upside beyond Xdemvy. Read the full article on Seeking Alpha
ナラティブの更新 • May 07
TARS: Lyme Disease Prevention Program Will Drive Future Upside Potential
Analysts have adjusted their price target on Tarsus Pharmaceuticals to $100 from $105, citing updated assumptions around the discount rate, revenue growth, profit margin, and future P/E that they see as better reflecting the stock's risk and earnings profile. What's in the News Tarsus started dosing participants in the Calliope Phase 2 trial of TP-05, an oral therapy being evaluated to potentially prevent Lyme disease by killing Lyme infected ticks before disease transmission, in about 700 healthy adults across Lyme endemic regions in the U.S. (Company announcement) Calliope is a randomized, double blind, placebo controlled study focused on the safety, tolerability, and pharmacokinetics of TP-05 in a population considered at risk for Lyme disease, for which there are currently no FDA approved pharmacological prophylactic options.
ナラティブの更新 • Apr 21
TARS: Lyme Prevention Pipeline Progress Will Support Stronger Long Term Outlook
Analysts have adjusted their price target on Tarsus Pharmaceuticals to reflect a shift in fair value from $87.50 to about $95.11, citing updated assumptions around the discount rate, revenue growth, profit margin, and future P/E expectations. What's in the News Tarsus began dosing participants in the Phase 2 Calliope trial of TP-05, an oral therapy being evaluated to potentially prevent Lyme disease by killing infected ticks before transmission, with a planned enrollment of about 700 healthy adults across U.S. regions where Lyme is common (Key Developments).ナラティブの更新 • Apr 07
TARS: Lyme Prevention Program And China Milestone Will Support Future Upside
Analysts have raised their fair value estimate for Tarsus Pharmaceuticals from $100.00 to $105.00, reflecting updated assumptions regarding future revenue growth, profit margins, and a higher expected future P/E multiple. What's in the News Tarsus dosed the first participant in the Phase 2 Calliope trial of TP-05, an oral therapy designed to potentially prevent Lyme disease by killing infected ticks before transmission.
ナラティブの更新 • Mar 24
TARS: China Milestone And Margin Outlook Will Support Future Upside
Narrative Update: Tarsus Pharmaceuticals Analyst Price Target Shift Analysts have kept their $88.00 price target for Tarsus Pharmaceuticals steady while updating their models to reflect projected revenue growth of about 30% and a small improvement in expected profit margins, alongside a modestly lower future P/E assumption. Together, these adjustments indicate fine tuning of expectations rather than a change in the overall view.ナラティブの更新 • Mar 09
TARS: Higher Fair Value And Future P/E Will Support Upside
Analysts have lifted their price target for Tarsus Pharmaceuticals from about $60.06 to $88.00, citing updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E as the key drivers behind the change. Valuation Changes Fair value was raised from about $60.06 to $88.00, suggesting a higher assessed equity value for Tarsus Pharmaceuticals.ナラティブの更新 • Feb 23
TARS: Higher Earnings Power And Lower Future P/E Will Support Upside
Analysts have adjusted their price target on Tarsus Pharmaceuticals to reflect updated assumptions for revenue growth of about 47.48%, profit margin of about 45.30% and a future P/E of about 9.89x. Together, these factors point to a meaningfully different view on the stock's earnings power under current models.ナラティブの更新 • Feb 09
TARS: Higher Future P/E Assumptions Will Support A More Optimistic Outlook
Analysts have increased their price target for Tarsus Pharmaceuticals from US$92.00 to US$100.00, citing updated assumptions around long term revenue growth, profit margins, and a higher future P/E multiple in their valuation work. Valuation Changes Fair Value: Updated from US$92.00 to US$100.00, reflecting a higher assessed equity value per share.分析記事 • Feb 06
Shareholders Should Be Pleased With Tarsus Pharmaceuticals, Inc.'s (NASDAQ:TARS) Price
Tarsus Pharmaceuticals, Inc.'s ( NASDAQ:TARS ) price-to-sales (or "P/S") ratio of 7.2x might make it look like a strong...ナラティブの更新 • Jan 26
TARS: Revenue Guidance And Rich Multiple Will Likely Overstate Future Upside
Analysts now see a slightly lower fair value for Tarsus Pharmaceuticals at about US$60.06 per share, down from roughly US$60.99. This reflects updated assumptions around discount rate, revenue growth, profit margin and future P/E.分析記事 • Jan 15
Does Tarsus Pharmaceuticals (NASDAQ:TARS) Have A Healthy Balance Sheet?
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...ナラティブの更新 • Jan 10
TARS: Elevated Profit Assumptions Will Likely Overstate Future Earnings Power
Analysts have lifted their price target on Tarsus Pharmaceuticals from about $49.58 to roughly $60.99, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E levels. What's in the News Tarsus Pharmaceuticals issued full year 2025 revenue guidance in the range of $440 million to $445 million.ナラティブの更新 • Dec 26
TARS: Future Revenue Guidance And Margins Will Support Balanced Long-Term Outlook
Analysts have modestly reaffirmed their outlook on Tarsus Pharmaceuticals, maintaining the fair value estimate at approximately 87.50 dollars. They continue to anticipate robust, high margin revenue growth supported by strong, long term fundamentals.ナラティブの更新 • Dec 12
TARS: Future Revenue Guidance And Margins Will Support Balanced Long-Term Outlook
Analysts have modestly raised their price target on Tarsus Pharmaceuticals to approximately $88 per share from about $86, citing slightly improved fair value estimates driven by updated assumptions for long term revenue growth, profit margins, and valuation multiples. What's in the News Issued new full-year 2025 revenue guidance, projecting annual revenue of $440 million to $445 million, based on company guidance about anticipated commercial performance.ナラティブの更新 • Nov 28
TARS: Future Revenue Momentum And Margin Shifts Will Support Stable Long-Term Outlook
Analysts have raised their price target for Tarsus Pharmaceuticals, increasing the estimated fair value from $84.25 to $86.11. This change is based on improved expectations for revenue growth, even as other key financial assumptions were adjusted.ナラティブの更新 • Nov 14
TARS: Future Profit Margin Expansion Will Drive Stronger Financial Performance
Analysts have raised their price target for Tarsus Pharmaceuticals from $80.38 to $84.25, citing improved profit margin forecasts and a more favorable valuation outlook. What's in the News Tarsus Pharmaceuticals has issued new corporate guidance for the fourth quarter of 2025, predicting annual revenue in the range of $440 million to $445 million (Key Developments).ナラティブの更新 • Oct 31
TARS: Rising Margins And Patient Demand Will Drive Future Outperformance
Analysts have raised their price target on Tarsus Pharmaceuticals from $78.38 to $80.38, citing expectations for stronger revenue growth and improved profit margins. Valuation Changes Fair Value has increased from $78.38 to $80.38.分析記事 • Oct 18
Market Participants Recognise Tarsus Pharmaceuticals, Inc.'s (NASDAQ:TARS) Revenues Pushing Shares 41% Higher
Tarsus Pharmaceuticals, Inc. ( NASDAQ:TARS ) shares have continued their recent momentum with a 41% gain in the last...ナラティブの更新 • Oct 16
Broad Patient Adoption And Global Expansion Will Open Long-Term Opportunities
Analysts have increased their price target for Tarsus Pharmaceuticals, raising the estimated fair value from $76.00 to $78.38. This adjustment is based on updated financial projections and ongoing confidence in the company's growth prospects.ナラティブの更新 • Aug 28
Broad Patient Adoption And Global Expansion Will Open Long-Term Opportunities
With both Tarsus Pharmaceuticals’ future P/E ratio (19.91x) and net profit margin (27.99%) remaining stable, there is no shift in analyst sentiment or valuation, and the consensus analyst price target is unchanged at $76.00. What's in the News Dropped from Russell Microcap Growth Benchmark Index Dropped from Russell 3000E Growth Benchmark Dropped from Russell 3000E Index Dropped from Russell Microcap Index Dropped from Russell 3000E Growth Index Valuation Changes Summary of Valuation Changes for Tarsus Pharmaceuticals The Consensus Analyst Price Target remained effectively unchanged, at $76.00.分析記事 • Jul 30
Why Investors Shouldn't Be Surprised By Tarsus Pharmaceuticals, Inc.'s (NASDAQ:TARS) P/S
With a price-to-sales (or "P/S") ratio of 7.2x Tarsus Pharmaceuticals, Inc. ( NASDAQ:TARS ) may be sending bearish...新しいナラティブ • May 27
Expanding Ocular And Parasitic Markets Will Drive Future Value
Strong growth driven by expanding XDEMVY adoption, a broader addressable market, favorable demographics, and new indications and geographies diversifying revenue streams.分析記事 • Apr 02
With Tarsus Pharmaceuticals, Inc. (NASDAQ:TARS) It Looks Like You'll Get What You Pay For
Tarsus Pharmaceuticals, Inc.'s ( NASDAQ:TARS ) price-to-sales (or "P/S") ratio of 10.3x might make it look like a...Seeking Alpha • Mar 11
Tarsus Pharma: Strong Execution In Xdemvy Commercialization
Summary Tarsus Pharmaceuticals' Xdemvy, the first approved treatment for Demodex blepharitis, generated $180M in 2024 sales, with significant growth potential in a large addressable market. Analysts project Tarsus' revenue to reach $352M in 2025, driven by expanding sales, Medicare/Medicaid reimbursement, and increasing consumer awareness. Tarsus' pipeline includes promising candidates TP-04 for Ocular Rosacea and TP-05 for Lyme disease, enhancing long-term growth prospects. With a 12-month price target of $56.25/share, TARS stock is a BUY for aggressive growth investors, poised for profitability by 2026. Read the full article on Seeking Alpha分析記事 • Feb 07
Is Tarsus Pharmaceuticals (NASDAQ:TARS) Using Too Much Debt?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Seeking Alpha • Jan 23
Tarsus: Promising Investment, But Timing Is The Key
Summary Tarsus Pharmaceuticals' lead asset, lotilaner (XDEMVY), has shown strong market performance, achieving a 75% stock increase since August despite initial doubts. Lotilaner, approved for Demodex blepharitis, is the only approved treatment, demonstrating high efficacy and strong launch metrics, with $113 million in annual revenue. Despite a Q3 sales dip attributed to seasonality, Tarsus maintains a robust pipeline, including promising phase 2 trials for ocular rosacea and Lyme disease. With a solid financial position and a cash runway of over 10-12 quarters, Tarsus remains a cautious investment due to the lack of near-term catalysts. Read the full article on Seeking AlphaSeeking Alpha • Dec 10
Tarsus Pharmaceuticals: Early Rollout Exceeding Expectations
Summary Tarsus Pharmaceuticals, Inc.'s stock has rebounded to near all-time highs in 2024 after a significant sell-off post-IPO in 2020. The early rollout of XDEMVY has easily exceeded expectations, with the company handily beating consensus estimates with its Q2 and Q3 results. Shareholders have been rewarded with an approximate 55% rally in the stock over the past six months. Can the rally continue? An updated analysis around Tarsus Pharmaceuticals follows in the paragraphs below. Read the full article on Seeking Alpha分析記事 • Nov 16
US$65.33 - That's What Analysts Think Tarsus Pharmaceuticals, Inc. (NASDAQ:TARS) Is Worth After These Results
Tarsus Pharmaceuticals, Inc. ( NASDAQ:TARS ) just released its quarterly report and things are looking bullish. The...分析記事 • Nov 07
Investors Appear Satisfied With Tarsus Pharmaceuticals, Inc.'s (NASDAQ:TARS) Prospects As Shares Rocket 41%
Tarsus Pharmaceuticals, Inc. ( NASDAQ:TARS ) shares have continued their recent momentum with a 41% gain in the last...分析記事 • Nov 05
Here's Why Tarsus Pharmaceuticals (NASDAQ:TARS) Can Manage Its Debt Despite Losing Money
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Sep 05
Tarsus Pharmaceuticals, Inc. (NASDAQ:TARS) Stocks Shoot Up 35% But Its P/S Still Looks Reasonable
Those holding Tarsus Pharmaceuticals, Inc. ( NASDAQ:TARS ) shares would be relieved that the share price has rebounded...Seeking Alpha • Aug 20
Tarsus Pharmaceuticals: Strong Execution In Eye Disease Treatment
Summary Tarsus Pharma has a drug for Demodex blepharitis and multiple late-stage assets in its pipeline, including lotilaner for various formulations. The company has seen a 65% increase in stock value, with a $1 billion market opportunity in the initial addressable segment alone. TARS has promising data in trials for various conditions, including Lyme disease and Meibomian gland disease, with potential preventive and therapeutic benefits. Read the full article on Seeking Alpha分析記事 • Jun 26
With A 26% Price Drop For Tarsus Pharmaceuticals, Inc. (NASDAQ:TARS) You'll Still Get What You Pay For
Tarsus Pharmaceuticals, Inc. ( NASDAQ:TARS ) shareholders that were waiting for something to happen have been dealt a...Seeking Alpha • May 28
Following Up On Tarsus Pharmaceuticals
Summary The stock of Tarsus Pharmaceuticals has doubled since it was first recommended in early September of last year. The initial rollout of XDEMVY has solidly exceeded expectations, and the company has also recently addressed its medium-term funding needs. An updated analysis of Tarsus Pharmaceuticals after the share's big recent gains follows in the paragraphs below. Read the full article on Seeking Alpha業績と収益の成長予測
| 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 |
|---|---|---|---|---|---|
| 12/31/2028 | 1,086 | 307 | 248 | 377 | 5 |
| 12/31/2027 | 905 | 158 | 143 | 203 | 7 |
| 12/31/2026 | 696 | -28 | -55 | 20 | 8 |
| 3/31/2026 | 535 | -48 | -32 | -16 | N/A |
| 12/31/2025 | 451 | -66 | -22 | -12 | N/A |
| 9/30/2025 | 366 | -81 | -63 | -54 | N/A |
| 6/30/2025 | 296 | -92 | -88 | -81 | N/A |
| 3/31/2025 | 234 | -105 | -73 | -66 | N/A |
| 12/31/2024 | 183 | -116 | -90 | -83 | N/A |
| 9/30/2024 | 130 | -134 | -102 | -100 | N/A |
| 6/30/2024 | 83 | -150 | -129 | -124 | N/A |
| 3/31/2024 | 43 | -148 | -139 | -133 | N/A |
| 12/31/2023 | 17 | -136 | -123 | -117 | N/A |
| 9/30/2023 | 14 | -108 | -95 | -89 | N/A |
| 6/30/2023 | 13 | -91 | -77 | -75 | N/A |
| 3/31/2023 | 28 | -65 | -56 | -56 | N/A |
| 12/31/2022 | 26 | -62 | -50 | -49 | N/A |
| 9/30/2022 | 16 | -63 | -51 | -50 | N/A |
| 6/30/2022 | 17 | -56 | -25 | -25 | N/A |
| 3/31/2022 | 24 | -44 | 0 | 0 | N/A |
| 12/31/2021 | 57 | -14 | 3 | 4 | N/A |
| 9/30/2021 | 57 | -10 | 6 | 6 | N/A |
| 6/30/2021 | 55 | -5 | -8 | -8 | N/A |
| 3/31/2021 | 33 | -15 | -32 | -31 | N/A |
| 12/31/2020 | N/A | -27 | -22 | -21 | N/A |
| 9/30/2020 | N/A | -17 | -12 | -12 | N/A |
| 6/30/2020 | N/A | -7 | -6 | -6 | N/A |
| 3/31/2020 | N/A | -5 | -5 | -5 | N/A |
| 12/31/2019 | N/A | -5 | N/A | -4 | N/A |
アナリストによる今後の成長予測
収入対貯蓄率: TARS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: TARS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: TARS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: TARSの収益 ( 19.4% ) US市場 ( 11.7% ) 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: TARSの収益 ( 19.4% ) 20%よりも低い成長が予測されています。
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: TARS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
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 | 2026/05/21 11:57 |
| 終値 | 2026/05/21 00:00 |
| 収益 | 2026/03/31 |
| 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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。
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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
Tarsus Pharmaceuticals, 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。20
| アナリスト | 機関 |
|---|---|
| Jenna Davidner | Barclays |
| Jason Matthew Gerberry | BofA Global Research |
| Andrea Newkirk | Goldman Sachs |