TARS Share Price Performance
US$72.65
30.09 (70.70%)
21.0% overvalued intrinsic discount
US$60.06
Fair Value
Price US$72.65
AnalystLowTarget US$60.06
AnalystConsensusTarget US$87.50
AnalystHighTarget US$100.00
Fair ValueUS$60.06
Share Pricen/a
Tarsus Pharmaceuticals, Inc. Stock Price
- 3 Narratives written by author
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- 18 Fair Values set on narratives written by author
TARS Community Narratives
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Fair Value US$60.06 21.0% overvalued intrinsic discount
Regulatory Pressures And High Costs Will Erode Future Stability
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Fair Value US$87.5 17.0% undervalued intrinsic discount
TARS: Rising Margins And Patient Demand Will Drive Future Outperformance
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Fair Value US$100 27.4% undervalued intrinsic discount
Aging Population And Demodex Screening Will Expand Ocular Markets
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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
23
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US$100
27.4% undervalued intrinsic discount
AnalystHighTarget's Fair Value
Revenue
47.48% p.a.
Profit Margin
45.3%
Future PE
9.89x
Price in 2029
US$120.25
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
10
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US$60.06
21.0% overvalued intrinsic discount
AnalystLowTarget's Fair Value
Revenue
35.21% p.a.
Profit Margin
26.06%
Future PE
16.2x
Price in 2029
US$87.28
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
107
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AN
US$87.5
17.0% undervalued intrinsic discount
AnalystConsensusTarget's Fair Value
Revenue
38.22% p.a.
Profit Margin
35.36%
Future PE
16.28x
Price in 2028
US$107.06
Trending Discussion
Recently Updated Narratives
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TARS: Higher Earnings Power And Lower Future P/E Will Support Upside
Fair Value: US$100 27.4% undervalued intrinsic discount
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TARS: Revenue Guidance And Rich Multiple Will Likely Overstate Future Upside
Fair Value: US$60.06 21.0% overvalued intrinsic discount
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AN
TARS: Future Revenue Guidance And Margins Will Support Balanced Long-Term Outlook
Fair Value: US$87.5 17.0% undervalued intrinsic discount
14 followersusers have followed this narrative
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Snowflake Analysis
Tarsus Pharmaceuticals, Inc. Key Details
Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
n/a
- -1.56
- 78.95%
- -14.72%
- 21.1%
About TARS
- Founded
- 2016
- Employees
- 370
- 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 offers XDEMVY, a lotilaner ophthalmic solution for the treatment of demodex blepharitis caused by the infestation of Demodex mites. It sells its products to specialty pharmacies and distributors, as well as clinics, hospitals, pharmacies, and federal healthcare programs. The company also develops TP-04, a sterile aqueous gel formulation of lotilaner in Phase 2 trial for the treatment of ocular rosacea; and TP-05, an oral tablet formulation of lotilaner in Phase 2 trial for the prevention of Lyme disease, as well as in pre-clinical studies for community malaria reduction. In addition, it is developing the lotilaner active pharmaceutical ingredient (API) to address diseases in human medicine, including eye care and infectious disease prevention. The company has a development and license agreement with Xi An Grand Chang An Pharmaceutical Co., Ltd. for the development and commercialization of TP-03 in China for the treatment of Demodex blepharitis and meibomian gland disease. Tarsus Pharmaceuticals, Inc. was incorporated in 2016 and is headquartered in Irvine, California.
