Why TG Therapeutics (TGTX) Is Up 5.1% After Raising 2025 Revenue Guidance and Reporting Earnings

• TG Therapeutics recently reported strong second quarter results, with US$141.15 million in revenue and a sharp rise in net income, and raised its full-year 2025 revenue guidance to approximately US$585 million.
• The company also filed multiple shelf registrations totaling up to US$139.45 million, including an ESOP-related offering, indicating preparations for potential future capital needs alongside improving financial performance.
• We’ll now explore how the raised annual guidance and robust earnings growth inform TG Therapeutics’ updated investment narrative.

Trump's oil boom is here - pipelines are primed to profit. Discover the 22 US stocks riding the wave.

TG Therapeutics Investment Narrative Recap

Owning shares in TG Therapeutics hinges on confidence in the company’s ability to sustain and expand BRIUMVI’s leadership in the multiple sclerosis market, while adapting to evolving payer expectations and an increasingly competitive field. The recent earnings beat and guidance hike reinforce momentum and support near-term confidence in commercial execution, though the shelf registrations do not materially affect the most important short-term driver, the launch and uptake of subcutaneous BRIUMVI, or diminish core business risks around product concentration and payer pressure.

Of the recent announcements, the raised full-year revenue guidance stands out in context; it signals not only strong underlying prescription growth but also management’s conviction in continued market share gains and execution on commercial initiatives. This reinforces attention on the success of BRIUMVI and underscores how future financial outcomes are increasingly tied to expanding uptake among new prescribers and access channels.

However, in contrast to the upbeat financials, investors should be aware that reliance on a single lead product in a fast-changing MS treatment market comes with heightened risk if payer preferences or clinical guidelines shift unexpectedly…

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

TG Therapeutics' outlook forecasts $1.2 billion in revenue and $469.0 million in earnings by 2028. This assumes a 39.5% annual revenue growth rate and an increase in earnings of $408.5 million from the current $60.5 million.

Uncover how TG Therapeutics' forecasts yield a $40.50 fair value, a 44% upside to its current price.

Exploring Other Perspectives

Simply Wall St Community members estimated TG Therapeutics’ fair value at US$23.49 to US$139.06 across four analyses, showing a wide $115,000+ difference. This diversity of outlooks highlights just how much future revenue and market share for BRIUMVI could shape where the stock heads next, readers may want to review a range of views before forming their own opinion.

Explore 4 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 2 key rewards and 3 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.

Interested In Other Possibilities?

Early movers are already taking notice. See the stocks they're targeting before they've flown the coop:

• AI is about to change healthcare. These 27 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early.
• The end of cancer? These 26 emerging AI stocks are developing tech that will allow early identification of life changing diseases like cancer and Alzheimer's.
• Rare earth metals are the new gold rush. Find out which 28 stocks are leading the charge.

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.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com