TARS Share Price Performance
US$79.66
31.34 (64.86%)
5.4% undervalued intrinsic discount
US$84.25
Fair Value
Price US$79.66
AnalystConsensusTarget US$84.25
AnalystHighTarget US$92.00
AnalystLowTarget US$49.58
Fair ValueUS$84.25
Share Pricen/a
Tarsus Pharmaceuticals, Inc. Stock Price
- 3 Narratives written by author
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- 15 Fair Values set on narratives written by author
TARS Community Narratives
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Fair Value US$84.25 5.4% undervalued intrinsic discount
TARS: Rising Margins And Patient Demand Will Drive Future Outperformance
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Fair Value US$92 13.4% undervalued intrinsic discount
Aging Population And Demodex Screening Will Expand Ocular Markets
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Fair Value US$49.58 60.7% overvalued intrinsic discount
Regulatory Pressures And High Costs Will Erode Future Stability
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TARS: Rising Margins And Patient Demand Will Drive Future Outperformance
Key Takeaways Expanded market access and international regulatory initiatives support top-line growth, margin stability, and greater long-term global revenue diversification. Strong demand from patient awareness and favorable demographic trends drive sustainable revenue expansion and reduce concentration risk through multi-product pipeline development.Read more
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US$84.25
5.4% undervalued intrinsic discount
AnalystConsensusTarget Fair Value
Revenue growth
36.29% p.a.
Profit Margin
55.13%
Future PE
10.49x
Share price in 2028
US$103.08
Aging Population And Demodex Screening Will Expand Ocular Markets
Key Takeaways Accelerating adoption and strong recurring treatment rates suggest potential for revenue and cash flow to consistently surpass current expectations. Expansion into new indications and global markets positions the company for multiple revenue streams, reduced risk, and greater operational leverage.Read more
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AN
US$92
13.4% undervalued intrinsic discount
AnalystHighTarget Fair Value
Revenue growth
50.29% p.a.
Profit Margin
49.91%
Future PE
11.41x
Share price in 2028
US$110.45
Regulatory Pressures And High Costs Will Erode Future Stability
Key Takeaways Heavy reliance on a single product exposes Tarsus to revenue risk amid regulatory pressures, evolving payer dynamics, and uncertain adoption rates. Escalating spending and rising competition could threaten profitability, especially if new pipeline launches or revenue growth do not materialize as planned.Read more
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US$49.58
60.7% overvalued intrinsic discount
AnalystLowTarget Fair Value
Revenue growth
41.22% p.a.
Profit Margin
6.9%
Future PE
53.62x
Share price in 2028
US$59.52
Recently Updated Narratives
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TARS: Rising Margins And Patient Demand Will Drive Future Outperformance
Fair Value: US$84.25 5.4% undervalued intrinsic discount
14 followersusers have followed this narrative
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Regulatory Pressures And High Costs Will Erode Future Stability
Fair Value: US$49.58 60.7% overvalued intrinsic discount
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AN
Aging Population And Demodex Screening Will Expand Ocular Markets
Fair Value: US$92 13.4% undervalued intrinsic discount
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Snowflake Analysis
Tarsus Pharmaceuticals, Inc. Key Details
Last Reported Earnings
Sep 30, 2025
Next Reporting Earnings
n/a
- -1.91
- 76.01%
- -22.17%
- 21.6%
About TARS
- Founded
- 2016
- Employees
- 323
- CEO
- WebsiteView website
Tarsus Pharmaceuticals, Inc., a commercial stage biopharmaceutical company, focuses on the development and commercialization of therapeutic candidates for eye care in the United States. The company’s lead product candidate is XDEMVY, a novel therapeutic for the treatment of blepharitis caused by the infestation of Demodex mites, as well as to treat meibomian gland disease. It is also developing TP-04 for the treatment of Ocular Rosacea; TP-05 for potential Lyme disease prophylaxis; and community malaria reduction. In addition, the company develops lotilaner active pharmaceutical ingredient (API) to address diseases in human medicine, including eye care and infectious disease prevention. Tarsus Pharmaceuticals, Inc. was incorporated in 2016 and is headquartered in Irvine, California.
