TG Therapeutics (TGTX) Is Up After Raising 2025 Revenue Guidance Has the Growth Story Strengthened?

• TG Therapeutics reported a significant increase in revenue and net income for the third quarter of 2025, and raised its full-year revenue guidance to approximately US$600 million, reflecting optimism about continued growth in its core business.
• This surge in profitability and upward revision of guidance highlight growing demand for the company’s therapies and a confident outlook from management.
• We’ll explore how the raised revenue guidance and recent financial results may reshape TG Therapeutics’ investment narrative going forward.

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TG Therapeutics Investment Narrative Recap

For anyone considering TG Therapeutics, the key belief centers on the company's ability to drive sustained growth through BRIUMVI, even as market competition and payer preference shifts pose real threats. The recent jump in revenue and net income and the raised full-year outlook point to strong business momentum; however, these results do not materially alter the short-term focus on successful execution of pipeline expansion and managing BRIUMVI’s dependence as a revenue engine.

The most relevant update tied to this catalyst is the September commencement of the Phase 3 trial for subcutaneous BRIUMVI, targeting a broader segment of the multiple sclerosis market. This effort is closely watched, since expanding into the self-administered therapy segment could alleviate reliance on intravenous formulations and underpin longer-term growth, directly linking to the company’s risk and opportunity profile.

Yet, in contrast to these optimistic signals, sustained pressure from payers demanding cost-effective, self-administered options remains a key concern investors should not overlook...

Read the full narrative on TG Therapeutics (it's free!)

TG Therapeutics is projected to reach $1.2 billion in revenue and $469.0 million in earnings by 2028. This outlook is based on an assumed annual revenue growth rate of 39.5% and an increase in earnings of approximately $408.5 million from the current $60.5 million.

Uncover how TG Therapeutics' forecasts yield a $44.29 fair value, a 42% upside to its current price.

Exploring Other Perspectives

Six Simply Wall St Community members placed fair value estimates for TG Therapeutics between US$12.34 and US$138.34 per share, covering a wide range of optimism and caution. As you review these varied views, consider how advancing subcutaneous BRIUMVI could influence everything from market share to future revenue expectations.

Explore 6 other fair value estimates on TG Therapeutics - why the stock might be worth over 4x more than the current price!

Build Your Own TG Therapeutics Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your TG Therapeutics research is our analysis highlighting 4 key rewards and 2 important warning signs that could impact your investment decision.
• Our free TG Therapeutics research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate TG Therapeutics' overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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