Arcutis Biotherapeutics (ARQT) Aktievy
Arcutis Biotherapeutics, Inc. är ett biofarmaceutiskt företag som fokuserar på att utveckla och kommersialisera behandlingar för dermatologiska sjukdomar. Mer information
| Snöflinga Score | |
|---|---|
| Värdering | 3/6 |
| Framtida tillväxt | 5/6 |
| Tidigare resultat | 3/6 |
| Finansiell hälsa | 5/6 |
| Utdelningar | 0/6 |
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Arcutis Biotherapeutics
39.3% undervärderad intrinsisk rabatt
Very Bullish
View narrativeCO
Updated 18 Jan
Arcutis Biotherapeutics, Inc. Konkurrenter
Prishistorik och prestanda
| Historiska aktiekurser | |
|---|---|
| Aktuell aktiekurs | US$24.27 |
| 52 veckors högsta | US$31.77 |
| 52 veckors lägsta | US$16.57 |
| Beta | 1.5 |
| 1 månads förändring | -7.33% |
| 3 månaders förändring | -5.45% |
| 1 års förändring | 43.36% |
| 3 års förändring | 277.45% |
| 5 års förändring | 11.02% |
| Förändring sedan börsintroduktionen | 11.33% |
Senaste nyheter och uppdateringar
Uppdatering av berättelse • Aug 08
ARQT: Expanded Pediatric Dermatology Indications Will Drive Future Upside Potential
Analysts have lifted the fair value estimate for Arcutis Biotherapeutics to $36.88 from $34.63, citing updated assumptions around profitability, valuation multiples, and product estimates in recent research. Analyst Commentary Recent Street research on Arcutis Biotherapeutics points to a shift in sentiment around the company, with several firms adjusting price targets and revisiting their views on growth, execution, and valuation following the latest quarterly update.Seeking Alpha • Jul 23
Arcutis: Intense Competition, Costs, Slow Growth Merit Downgrade To Hold
Summary Arcutis Biotherapeutics is downgraded to Hold due to rising competition and sector headwinds despite steady Zoryve franchise growth. Zoryve achieved ~45% branded non-steroidal market share, with 2025 revenues of $372.1m and narrowing net losses, but Q1 2026 saw sequential revenue decline. Management guides for $480m–$495m in 2026 revenues, prioritizing sales force expansion and OPEX to drive future growth, with profitability guidance withheld. Key risks include intense competition, high single-asset dependency, topical market softness, and looming generic threats, tempering the prior buy thesis. Read the full article on Seeking AlphaRecent updates
Uppdatering av berättelse • Aug 08
ARQT: Expanded Pediatric Dermatology Indications Will Drive Future Upside Potential
Analysts have lifted the fair value estimate for Arcutis Biotherapeutics to $36.88 from $34.63, citing updated assumptions around profitability, valuation multiples, and product estimates in recent research. Analyst Commentary Recent Street research on Arcutis Biotherapeutics points to a shift in sentiment around the company, with several firms adjusting price targets and revisiting their views on growth, execution, and valuation following the latest quarterly update.Seeking Alpha • Jul 23
Arcutis: Intense Competition, Costs, Slow Growth Merit Downgrade To Hold
Summary Arcutis Biotherapeutics is downgraded to Hold due to rising competition and sector headwinds despite steady Zoryve franchise growth. Zoryve achieved ~45% branded non-steroidal market share, with 2025 revenues of $372.1m and narrowing net losses, but Q1 2026 saw sequential revenue decline. Management guides for $480m–$495m in 2026 revenues, prioritizing sales force expansion and OPEX to drive future growth, with profitability guidance withheld. Key risks include intense competition, high single-asset dependency, topical market softness, and looming generic threats, tempering the prior buy thesis. Read the full article on Seeking AlphaUppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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).Uppdatering av berättelse • 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).Uppdatering av berättelse • 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).Uppdatering av berättelse • 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).Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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).Uppdatering av berättelse • 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.Uppdatering av berättelse • 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).Analysartikel • 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...Uppdatering av berättelse • 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.
Ny berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Analysartikel • 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...Analysartikel • 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...
Ny berättelse • 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 AlphaAktieägarnas avkastning
| ARQT | US Biotechs | US Marknad | |
|---|---|---|---|
| 7D | 1.5% | -3.9% | -1.5% |
| 1Y | 43.4% | 40.0% | 13.3% |
Avkastning vs industri: ARQT översteg US Biotechs branschen som gav 40 % under det senaste året.
Avkastning vs Marknaden: ARQT översteg US marknaden som gav 13.3 % under det senaste året.
Prisvolatilitet
| ARQT volatility | |
|---|---|
| ARQT Average Weekly Movement | 5.4% |
| Biotechs Industry Average Movement | 9.5% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.3% |
| 10% least volatile stocks in US Market | 2.9% |
Stabil aktiekurs: ARQT har inte haft någon betydande prisvolatilitet under de senaste 3 månaderna jämfört med marknaden för US.
Volatilitet över tid: ARQT s veckovolatilitet ( 5% ) har varit stabil under det senaste året.
Om företaget
| Grundad | Anställda | VD OCH KONCERNCHEF | Webbplats |
|---|---|---|---|
| 2016 | 354 | Frank Watanabe | www.arcutis.com |
Arcutis Biotherapeutics, Inc. är ett biofarmaceutiskt företag som fokuserar på att utveckla och kommersialisera behandlingar för dermatologiska sjukdomar. Företagets huvudprodukt är ZORYVE, en topikal roflumilastkräm för behandling av plackpsoriasis och atopisk dermatit. Bolaget utvecklar också ZORYVE för behandling av seborroisk dermatit och psoriasis i hårbotten och på kroppen; ARQ-234, ett fusionsprotein som är en potent och mycket selektiv checkpoint-agonist för CD200-receptorn.
Arcutis Biotherapeutics, Inc. Sammanfattning av grunderna
| ARQT grundläggande statistik | |
|---|---|
| Börsvärde | US$3.00b |
| Vinst(TTM) | US$28.52m |
| Intäkter(TTM) | US$463.98m |
107.0x
P/E-förhållande6.6x
P/S-förhållandeÄr ARQT övervärderat?
Se Verkligt värde och värderingsanalysResultat & intäkter
| ARQT resultaträkning (TTM) | |
|---|---|
| Intäkter | US$463.98m |
| Kostnad för intäkter | US$41.10m |
| Bruttovinst | US$422.89m |
| Övriga kostnader | US$394.37m |
| Intäkter | US$28.52m |
Senast redovisade vinst
Jun 30, 2026
Nästa vinstdatum
n/a
| Vinst per aktie (EPS) | 0.23 |
| Bruttomarginal | 91.14% |
| Nettovinstmarginal | 6.15% |
| Skuld/egenkapitalförhållande | 49.4% |
Hur har ARQT utvecklats på lång sikt?
Se historisk utveckling och jämförelseFöretagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/09/14 04:31 |
| Aktiekurs vid dagens slut | 2026/09/14 00:00 |
| Intäkter | 2026/06/30 |
| Årlig intjäning | 2025/12/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som används för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och handledningar på Youtube.
Lär dig mer om det som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Arcutis Biotherapeutics, Inc. bevakas av 17 analytiker. 8 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Richard J. Law | Goldman Sachs |
| null null | Guggenheim Securities, LLC |
| Seamus Fernandez | Guggenheim Securities, LLC |