TG Therapeutics, Inc.

NasdaqCM:TGTX 株式レポート

時価総額：US$6.8b

TG Therapeutics 将来の成長

Future 基準チェック /36

TG Therapeuticsは、15.7%と22.7%でそれぞれ年率15.7%で利益と収益が成長すると予測される一方、EPSはgrowで12.9%年率。

主要情報

15.7%

収益成長率

12.87%

EPS成長率

Biotechs 収益成長24.9%
収益成長率22.7%
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09 Jun 2026

今後の成長に関する最新情報

Recent updates

ナラティブの更新 • Jun 05

TGTX: Expanded Autoimmune Pipeline Will Support A Future Earnings Re Rating

Analysts have raised their fair value estimate for TG Therapeutics by $10 to $70, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E levels reflected in recent Street research. What's in the News TG Therapeutics reported Q1 2026 total global revenue of about US$205 million, with U.S. BRIUMVI net product revenue of roughly US$195 million and earnings per share of US$0.12 to US$0.17 versus Street expectations of US$0.28 to US$0.30.
ナラティブの更新 • 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.
ナラティブの更新 • 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
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
分析記事 • 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...
ナラティブの更新 • 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.
ナラティブの更新 • 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.
分析記事 • 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...
分析記事 • 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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新しいナラティブ • 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

業績と収益の成長予測

NasdaqCM:TGTX - 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
12/31/20281,6035217465575
12/31/20271,2404295924718
12/31/20269412173032498
3/31/2026700462-14-14N/A
12/31/2025616447-25-25N/A
9/30/2025532447-70-70N/A
6/30/202545460-59-59N/A
3/31/202538639-61-61N/A
12/31/202432923-41-41N/A
9/30/2024265-14-28-28N/A
6/30/2024347966868N/A
3/31/2024289412020N/A
12/31/202323413-31-31N/A
9/30/2023190-26-42-42N/A
6/30/202324-176-160-160N/A
3/31/20239-169-167-167N/A
12/31/20223-224-176-176N/A
9/30/20225-239-239-239N/A
6/30/20227-288-272-272N/A
3/31/20228-326-283-283N/A
12/31/20217-348-296-296N/A
9/30/20214-343-261-261N/A
6/30/20212-345-251-250N/A
3/31/20211-319-234-234N/A
12/31/20200-279-215-215N/A
9/30/20200-231-193-193N/A
6/30/20200-206-170-170N/A
3/31/20200-189-162-162N/A
12/31/20190-173N/A-133N/A
9/30/20190-187N/A-136N/A
6/30/20190-159N/A-136N/A
3/31/20190-167N/A-134N/A
12/31/20180-173N/A-129N/A
9/30/20180-150N/A-117N/A
6/30/20180-148N/A-107N/A
3/31/20180-132N/A-100N/A
12/31/20170-118N/A-94N/A
9/30/20170-111N/A-89N/A
6/30/20170-105N/A-81N/A
3/31/20170-92N/A-67N/A
12/31/20160-78N/A-62N/A
9/30/20160-72N/A-57N/A
6/30/20160-61N/A-53N/A
3/31/20160-62N/A-52N/A
12/31/20150-63N/A-45N/A
9/30/20150-64N/A-47N/A
6/30/20150-68N/A-44N/A

アナリストによる今後の成長予測

収入対貯蓄率: TGTXの予測収益成長率 (年間15.7% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: TGTXの収益 ( 15.7% ) US市場 ( 17.9% ) よりも低い成長が予測されています。

高成長収益: TGTXの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: TGTXの収益 ( 22.7% ) US市場 ( 12.5% ) 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: TGTXの収益 ( 22.7% ) 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: TGTX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2026/06/12 21:24
終値2026/06/12 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
  • 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。

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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

TG Therapeutics, 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。17

アナリスト機関
Alec StranahanBofA Global Research
William WoodB. Riley Securities, Inc.
Mayank MamtaniB. Riley Securities, Inc.