Arcutis Biotherapeutics 향후 성장
Future 기준 점검 5/6
Arcutis Biotherapeutics (는) 각각 연간 48.3% 및 19% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 48.1% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 46.6% 로 예상됩니다.
핵심 정보
48.3%
이익 성장률
48.10%
EPS 성장률
| Biotechs 이익 성장 | 25.1% |
| 매출 성장률 | 19.0% |
| 향후 자기자본이익률 | 46.64% |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 08 Jul 2026 |
최근 향후 성장 업데이트
Recent updates
내러티브 업데이트 • Jun 23
ARQT: Upcoming Pediatric Psoriasis Decision Will Drive Future Upside Potential
Analysts have trimmed their price target for Arcutis Biotherapeutics by $1, citing updated assumptions on discount rates, long term revenue growth, profit margins and future P/E estimates, while keeping fair value broadly in line with prior views. What’s in the News for Arcutis Biotherapeutics Arcutis Biotherapeutics reported strong commercial traction for its lead product ZORYVE and indicated that the business has reached cash flow positive status, supporting continued investment in approved indications and research, according to recent company commentary.내러티브 업데이트 • Jun 01
ARQT: Dermatology Platform Progress And 2026 Guidance Will Drive Future Upside
Analysts have trimmed their price target on Arcutis Biotherapeutics by $1, reflecting updated assumptions around discount rates and valuation multiples while keeping fair value, revenue growth, profit margin, and future P/E broadly in line with prior estimates. What's in the News Arcutis is being framed as a specialized dermatology platform, with ZORYVE at the center across multiple indications and formulations.내러티브 업데이트 • May 18
ARQT: Q4 Execution And 2026 Revenue Guidance Will Support Further Upside
Analysts have nudged the blended price target on Arcutis Biotherapeutics slightly lower to about $34.63 from $34.75. This reflects modest tweaks to revenue growth, profit margin and P/E assumptions following recent Q4 driven model updates across the Street.Seeking Alpha • May 15
Arcutis Biotherapeutics: The Dermatology Platform Is Starting To Compound
Summary Arcutis Biotherapeutics (ARQT) is evolving into a specialized dermatology platform, leveraging ZORYVE's expanding indications, formulations, and prescriber base for compounding revenue growth. ARQT reported Q1 2026 net revenues of $105.4M (up 65% YoY), reaffirmed 2026 revenue guidance of $480–495M, and demonstrated a significant reduction in net loss with strong gross margins. ZORYVE's pediatric and primary care expansion, new product launches, and pipeline progress support ARQT’s strategy to capture a larger share of the chronic dermatology market. Despite premium valuation multiples, ARQT’s rapid revenue growth, positive operating cash flow, and commercial momentum justify a bullish outlook, contingent on continued execution and market penetration. Read the full article on Seeking Alpha내러티브 업데이트 • Apr 21
ARQT: Raised 2026 Revenue Outlook And Q4 Performance Will Drive Further Upside
Analysts now cluster around a $35 price target for Arcutis Biotherapeutics, reflecting only a small shift of a few dollars from prior targets as recent Q4 results, updated revenue guidance, and ongoing commercialization progress for Zoryve are incorporated into refreshed models. Analyst Commentary Recent Street research converges around a $35 price target, with modest adjustments on either side as analysts refresh models following Q4 results, updated guidance, and ongoing Zoryve commercialization.내러티브 업데이트 • Apr 07
ARQT: Higher 2026 Revenue Guidance And Q4 Execution Will Support Upside
Analysts now converge around a $35 price target for Arcutis Biotherapeutics, reflecting updated models following the Q4 report, revised revenue guidance, and ongoing assessments of Zoryve commercialization efforts. Analyst Commentary Recent Street research shows a tight cluster of targets around $35, with several firms updating their models after the Q4 report and revised guidance.내러티브 업데이트 • Mar 24
ARQT: Strong Q4 Execution And Higher 2026 Guidance Will Support Confidence
Narrative Update The consensus analyst price target for Arcutis Biotherapeutics is now $35, reflecting modest model updates following the Q4 report, stronger than expected sales, higher revenue guidance, and a continued focus on maximizing the value of Zoryve. Analyst Commentary Recent research highlights a cluster of price targets around $35, with analysts updating their models after the Q4 report, revisions to revenue guidance, and continued emphasis on the Zoryve franchise.내러티브 업데이트 • Mar 10
ARQT: Infant Data And Steroid Concerns Will Support Higher Confidence In Guidance
The analyst price target for Arcutis Biotherapeutics has been raised by $3, from $31.75 to $34.75, as analysts update their models following the Q4 report, higher management guidance, and ongoing confidence in Zoryve commercialization and revenue trajectory. Analyst Commentary Recent Street research on Arcutis Biotherapeutics clusters tightly around a US$35 price target, with most firms updating their models after the Q4 report and new management guidance.내러티브 업데이트 • Feb 23
ARQT: Infant Data And Steroid Concerns Will Support Future Upside Potential
Analysts kept their price target for Arcutis Biotherapeutics steady at $31.75, citing only minor adjustments to assumptions for discount rate, revenue growth, profit margin, and future P/E to reflect updated views on the company’s risk profile and earnings potential. What's in the News Reported positive topline Phase 2 INTEGUMENT-INFANT data for ZORYVE cream 0.05% in 101 infants aged 3 months to less than 24 months with mild to moderate atopic dermatitis, with low rates of adverse events, all mild to moderate, and no serious adverse events (Key Developments).내러티브 업데이트 • Feb 08
ARQT: Infant Atopic Dermatitis Data Will Drive Future Upside Potential
Analysts have nudged their price target for Arcutis Biotherapeutics higher to US$31.75 from US$30.86, tying the change to updated fair value estimates, a slightly adjusted discount rate, and modest tweaks to long term revenue growth, profit margin, and future P/E assumptions. What's in the News Positive topline results from the INTEGUMENT-INFANT Phase 2 study of ZORYVE cream 0.05% in 101 infants with mild to moderate atopic dermatitis, with a low incidence of mild to moderate adverse events and 58% of participants reaching EASI-75 at Week 4 (company announcement).내러티브 업데이트 • Jan 25
ARQT: Pediatric Dermatology Pipeline And 2026 Revenue Guide Will Support Upside
Analysts have trimmed their price targets for Arcutis Biotherapeutics by about $1 to roughly $31, citing updated assumptions around fair value, discount rate, profit margin, and future P/E that slightly adjust their overall outlook. What's in the News FDA accepted a supplemental New Drug Application for ZORYVE cream 0.3% to extend plaque psoriasis treatment to children aged 2 to 5 years, with a PDUFA target action date of June 29, 2026 (Company announcement).내러티브 업데이트 • Jan 11
ARQT: Pediatric Dermatology Expansion And 2026 Revenue Outlook Will Support Upside
Analysts now see Arcutis Biotherapeutics' fair value at US$31.63 per share, with the latest price target grounded in updated assumptions around the discount rate, revenue growth, profit margins, and future P/E that remain broadly consistent with prior estimates. What's in the News The FDA accepted a supplemental New Drug Application for ZORYVE cream 0.3% to expand its plaque psoriasis indication to children aged 2 to 5 years, with a PDUFA target action date of June 29, 2026, supported by MUSE and long term safety studies in this age group (company announcement).내러티브 업데이트 • Dec 21
ARQT: Pediatric Dermatology Expansion Will Support Stronger Long-Term Earnings Power
Analysts have modestly raised their price target on Arcutis Biotherapeutics by updating key valuation inputs, including a slightly higher discount rate and future earnings multiple. This results in a new implied fair value of 31.63 dollars per share that remains unchanged from prior estimates but is now underpinned by refined growth and margin assumptions.분석 기사 • Dec 09
Arcutis Biotherapeutics, Inc. (NASDAQ:ARQT) Stock Rockets 28% As Investors Are Less Pessimistic Than Expected
Despite an already strong run, Arcutis Biotherapeutics, Inc. ( NASDAQ:ARQT ) shares have been powering on, with a gain...내러티브 업데이트 • Dec 06
ARQT: Pediatric Approvals And Long-Term Data Will Support Gradual Portfolio Expansion
Analysts have nudged their price target on Arcutis Biotherapeutics slightly higher, from 31 dollars to approximately 31 dollars and 63 cents, citing modest improvements in long term revenue growth, profit margin expectations, and valuation multiples. What's in the News FDA accepted a supplemental new drug application to extend ZORYVE cream 0.3 percent plaque psoriasis treatment to children aged 2 to 5, with a PDUFA target action date of June 29, 2026 (Company press release).내러티브 업데이트 • Nov 22
ARQT: Pediatric Launches And Recent Data Will Support Measured Progress Ahead
Analysts have maintained their price target for Arcutis Biotherapeutics at $31.00, citing stable growth estimates and consistent profit margin expectations. What's in the News The FDA accepted a supplemental New Drug Application (sNDA) for ZORYVE cream 0.3% to treat plaque psoriasis in children aged 2 to 5.내러티브 업데이트 • Nov 06
ARQT: Expanded Pediatric Launch And Profit Margin Improvements Will Drive Sentiment Higher
Narrative Update on Arcutis Biotherapeutics Analysts have raised their price target for Arcutis Biotherapeutics from $23.38 to $31.00 per share, citing improved profit margin outlook and a slightly lower discount rate as key factors behind the adjustment. What's in the News The FDA approved ZORYVE (roflumilast) cream 0.05% for mild to moderate atopic dermatitis in children aged 2 to 5, providing a steroid-free topical option for young patients (FDA approval).분석 기사 • Oct 31
Results: Arcutis Biotherapeutics, Inc. Confounded Analyst Expectations With A Surprise Profit
Shareholders will be ecstatic, with their stake up 24% over the past week following Arcutis Biotherapeutics, Inc. 's...내러티브 업데이트 • Oct 23
Analysts Cite Strong Sales and Pipeline as Arcutis Biotherapeutics Price Target Rises
Arcutis Biotherapeutics saw its analyst price target raised by $5. Analysts cited strong product sales, robust prescription growth, and promising opportunities for future indication expansion as key drivers behind the upward revision.
새로운 내러티브 • Oct 20
Very Bullish
It is almost impossible to obtain a drug label from the FDA for pediatric use - this topical non-steroidal drug ZORYVE is very safe and highly effective for both pediatric and adult patients. The drug is potent in the skin, it is not well absorbed and is quickly metabolized which limits systemic exposure and minimizes side effect risks.내러티브 업데이트 • Oct 09
Chronic Skin Trends Will Boost Non-Steroidal Treatment Adoption
Analysts have raised their price target for Arcutis Biotherapeutics from $22.75 to $23.38. The decision was based on stronger-than-expected product sales, ongoing commercial execution, and promising potential for expanded indications, all of which support mid- and long-term growth.분석 기사 • Oct 02
Revenues Not Telling The Story For Arcutis Biotherapeutics, Inc. (NASDAQ:ARQT) After Shares Rise 27%
Despite an already strong run, Arcutis Biotherapeutics, Inc. ( NASDAQ:ARQT ) shares have been powering on, with a gain...내러티브 업데이트 • Sep 18
Chronic Skin Trends Will Boost Non-Steroidal Treatment Adoption
Upward analyst revisions for Arcutis Biotherapeutics reflect stronger-than-expected product sales, accelerating prescription growth, and optimism over Zoryve’s potential broader indications, lifting the consensus price target from $21.86 to $22.75. Analyst Commentary Bullish analysts highlighted Arcutis's stronger-than-expected total product sales and robust 19% quarter-over-quarter prescription growth, with stable gross-to-net (GTN) in the 50% range.분석 기사 • Jul 15
Is Arcutis Biotherapeutics (NASDAQ:ARQT) Weighed On By Its Debt Load?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...분석 기사 • May 09
Earnings Update: Arcutis Biotherapeutics, Inc. (NASDAQ:ARQT) Just Reported Its First-Quarter Results And Analysts Are Updating Their Forecasts
Arcutis Biotherapeutics, Inc. ( NASDAQ:ARQT ) defied analyst predictions to release its quarterly results, which were...
새로운 내러티브 • Apr 26
FDA PDUFA Date And Payer Expansion Will Unlock Opportunity
Expanding ZORYVE's indications and payer coverage is expected to significantly boost revenue and market potential.Seeking Alpha • Apr 19
Arcutis Opportunity To Capitalize On Leadership, Pipeline, And Commercial Assets
Summary Arcutis Biotherapeutics is rated a buy with a $19 price target, driven by strong Zoryve sales, a solid balance sheet, and strategic CFO transition. CFO David Topper is stepping down, replaced by Latha Vairavan, whose expertise aligns better with Arcutis's current commercial stage and financial goals. Zoryve's performance exceeds expectations, with significant revenue growth and expanded Medicaid coverage, bolstered by a robust sales force. Key upcoming milestones include regulatory events for Zoryve and clinical readouts for ARQ-255 and ARQ-234, supporting continued growth and valuation. Read the full article on Seeking AlphaSeeking Alpha • Mar 12
Arcutis Biotherapeutics: Topical Derm Player Continues To Execute
Summary Arcutis is a rare topical dermatology player with accelerating launch metrics and continued growth ahead via indication expansion for lead product Zoryve. After taking partial profits, the stock still accounts for 7.5% of my Core Biotech portfolio. Zoryve currently has ~3% market share in approved indications and management thinks 15% or above is within the realm of possibility. Balance sheet remains solid, revenue growth is steady, and the stock is starting to appeal to generalist growth investors. I continue to hold my remaining shares patiently as I anticipate continued execution by management and revenue acceleration in the 2025 to 2026 timeframe. Read the full article on Seeking Alpha분석 기사 • Mar 09
Arcutis Biotherapeutics, Inc.'s (NASDAQ:ARQT) 27% Share Price Surge Not Quite Adding Up
Arcutis Biotherapeutics, Inc. ( NASDAQ:ARQT ) shareholders would be excited to see that the share price has had a great...이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 12/31/2028 | 784 | 247 | 266 | 200 | 8 |
| 12/31/2027 | 646 | 135 | 168 | 110 | 8 |
| 12/31/2026 | 499 | 17 | 44 | 48 | 8 |
| 3/31/2026 | 416 | -2 | 17 | 27 | N/A |
| 12/31/2025 | 376 | -16 | -16 | -6 | N/A |
| 9/30/2025 | 318 | -44 | -48 | -33 | N/A |
| 6/30/2025 | 263 | -93 | -81 | -65 | N/A |
| 3/31/2025 | 213 | -130 | -117 | -111 | N/A |
| 12/31/2024 | 197 | -140 | -117 | -112 | N/A |
| 9/30/2024 | 139 | -196 | -168 | -168 | N/A |
| 6/30/2024 | 132 | -199 | -177 | -177 | N/A |
| 3/31/2024 | 106 | -217 | -199 | -198 | N/A |
| 12/31/2023 | 60 | -262 | -247 | -247 | N/A |
| 9/30/2023 | 49 | -268 | -262 | -262 | N/A |
| 6/30/2023 | 12 | -331 | -309 | -286 | N/A |
| 3/31/2023 | 6 | -327 | -304 | -281 | N/A |
| 12/31/2022 | 4 | -311 | -281 | -258 | N/A |
| 9/30/2022 | 1 | -311 | -262 | -238 | N/A |
| 6/30/2022 | N/A | -260 | -212 | -212 | N/A |
| 3/31/2022 | N/A | -235 | -186 | -185 | N/A |
| 12/31/2021 | N/A | -206 | -176 | -175 | N/A |
| 9/30/2021 | N/A | -169 | -156 | -155 | N/A |
| 6/30/2021 | N/A | -150 | -149 | -148 | N/A |
| 3/31/2021 | N/A | -144 | -139 | -138 | N/A |
| 12/31/2020 | N/A | -136 | -113 | -113 | N/A |
| 9/30/2020 | N/A | -114 | -97 | -97 | N/A |
| 6/30/2020 | N/A | -90 | -74 | -74 | N/A |
| 3/31/2020 | N/A | -63 | -57 | -57 | N/A |
| 12/31/2019 | N/A | -42 | N/A | -43 | N/A |
| 9/30/2019 | N/A | -35 | N/A | -32 | N/A |
| 6/30/2019 | N/A | -28 | N/A | -24 | N/A |
| 3/31/2019 | N/A | -23 | N/A | -18 | N/A |
| 12/31/2018 | N/A | -19 | N/A | -14 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: ARQT 은 향후 3년 동안 수익을 낼 것으로 예상되며, 이는 절약률(3.5%)보다 빠른 성장으로 간주됩니다.
수익 vs 시장: ARQT (는) 향후 3년 동안 평균 시장 성장보다 높은 수익을 올릴 것으로 예상됩니다.
고성장 수익: ARQT 향후 3년 내에 수익을 낼 것으로 예상됩니다.
수익 대 시장: ARQT 의 수익(연간 19%)이 US 시장(연간 13%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 매출: ARQT 의 수익(연간 19%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: ARQT의 자본 수익률은 3년 후 46.6%로 매우 높을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/07/12 05:02 |
| 종가 | 2026/07/10 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
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| 분석가 컨센서스 추정치 | +3년 |
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
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| 경영진 | 10년 |
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| 주요 개발 | 10년 |
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
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산업 및 섹터 지표
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분석가 소스
Arcutis Biotherapeutics, Inc.는 17명의 분석가가 다루고 있습니다. 이 중 8명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Richard J. Law | Goldman Sachs |
| null null | Guggenheim Securities, LLC |
| Seamus Fernandez | Guggenheim Securities, LLC |