TG Therapeutics, Inc.

NasdaqCM:TGTX 株式レポート

時価総額:US$8.1b

TG Therapeutics 過去の業績

過去 基準チェック /46

TG Therapeuticsは、平均年間74.4%の収益成長を遂げていますが、 Biotechs業界の収益は、年間 成長しています。収益は、平均年間36.2% 65.7%収益成長率で 成長しています。 TG Therapeuticsの自己資本利益率は79.2%であり、純利益率は66%です。

主要情報

74.42%

収益成長率

74.59%

EPS成長率

Biotechs 業界の成長17.04%
収益成長率65.74%
株主資本利益率79.21%
ネット・マージン65.95%
前回の決算情報31 Mar 2026

最近の業績更新

Recent updates

ナラティブの更新 Jul 06

TGTX: Subcutaneous Autoimmune Franchise Is Expected To Drive Future Re Rating

Analysts have raised their fair value estimate for TG Therapeutics to $83, up from $70. They cite updated models that reflect stronger assumptions for subcutaneous Briumvi following recent Phase 1 pharmacokinetic data.
ナラティブの更新 Jun 22

TGTX: Fair Outlook As Late Stage Multiple Sclerosis Data Supports Recovery

Analysts have raised their price target for TG Therapeutics to $51.71 from $44.43, citing updated assumptions around profit margins, discount rate and future P/E that support a higher fair value estimate. What’s in the News for TG Therapeutics TG Therapeutics reported positive Phase 3 ENHANCE trial results showing a single 600 mg Day 1 infusion of BRIUMVI provided bioequivalent exposure to the existing two-step regimen, with safety and MRI outcomes consistent with prior studies, and plans a supplemental BLA filing in the second half of 2026.
分析記事 Jun 17

TG Therapeutics (TGTX) Stock Looks 14% Overvalued as BRIUMVI Launch Hopes Face Off With Momentum

Recent Performance Snapshot for TG Therapeutics Stock TG Therapeutics (TGTX) has drawn fresh attention after a stretch of strong share price performance, with the stock up 0.5% in the latest session and gaining over the past week, month and past 3 months. At a last close of $50.54, TG Therapeutics now carries a market value of about $7.1 billion, supported by reported revenue of $700.349 million and net income of $461.896 million from its commercial stage biopharmaceutical operations. See our...
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

収支内訳

TG Therapeutics の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。


収益と収入の歴史

NasdaqCM:TGTX 収益、費用、利益 ( )USD Millions
日付収益収益G+A経費研究開発費
31 Mar 26700462270162
31 Dec 25616447232160
30 Sep 25532447208143
30 Jun 2545460187122
31 Mar 2538639170108
31 Dec 243292315494
30 Sep 24265-1414688
30 Jun 243479613782
31 Mar 242894112993
31 Dec 232341312376
30 Sep 23190-2611488
30 Jun 2324-1769694
31 Mar 239-1697793
31 Dec 223-22495125
30 Sep 225-23980158
30 Jun 227-288101190
31 Mar 228-326122208
31 Dec 217-348128223
30 Sep 214-343140203
30 Jun 212-345140201
31 Mar 211-319120193
31 Dec 200-279108166
30 Sep 200-23171154
30 Jun 200-20639161
31 Mar 200-18927158
31 Dec 190-17315154
30 Sep 190-18710176
30 Jun 190-1598151
31 Mar 190-16711157
31 Dec 180-17315159
30 Sep 180-15018133
30 Jun 180-14822127
31 Mar 180-13218115
31 Dec 170-11816103
30 Sep 170-1111399
30 Jun 170-1051293
31 Mar 170-921280
31 Dec 160-781069
30 Sep 160-721162
30 Jun 160-611052
31 Mar 160-621350
31 Dec 150-631648
30 Sep 150-641748

質の高い収益: TGTX 非現金収入 のレベルが高いです。

利益率の向上: TGTXの現在の純利益率 (66%)は、昨年(10.1%)よりも高くなっています。


フリー・キャッシュフローと収益の比較


過去の収益成長分析

収益動向: TGTX過去 5 年間で収益を上げており、収益は年間74.4%増加しています。

成長の加速: TGTXの過去 1 年間の収益成長率 ( 1079.8% ) は、5 年間の平均 ( 年間74.4%を上回っています。

収益対業界: TGTXの過去 1 年間の収益成長率 ( 1079.8% ) はBiotechs業界54.5%を上回りました。


株主資本利益率

高いROE: TGTXの 自己資本利益率 ( 79.21% ) は 抜群 ですが、負債レベルが高いためこの指標は歪んでいます。


総資産利益率


使用総資本利益率


過去の好業績企業の発掘

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2026/07/12 14:06
終値2026/07/10 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

この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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

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

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.