Harrow, Inc. (HROW)
NASDAQHealth CareDrug Manufacturers - Specialty & GenericSnapshot 2026-09-04
$38.54+0.73%
Close 2026-09-04 · 1-day change
NASDAQHealth CareDrug Manufacturers - Specialty & GenericSnapshot 2026-09-04
QuarterlyIQ Insights · HROW
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -14.0% |
| Our one-year growth estimate | diamond |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| 64.5% |
Growth built into the price is above our model estimate.
The price assumes 78.5 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Worth watching into the next print: this name has been missing across recent quarters and has erratic recent earnings surprises. A fundamental tilt, not a price call.
Model as of 2026-09-04 · Compared with 23 industry peers · Company calendar date is not available
HROW — CFO transition
Dated 2026-09-04
Chief Accounting Officer — Randall E. Pollard: The Chief Accounting Officer ceased serving, but the CFO immediately assumed the role without additional compensation, indicating an orderly internal succession rather than a shock departure.
Why it matters: If revenue growth slows, it may signal deeper issues in Harrow's business model.
Worry ifRevenue growth drops below its median for the sector.
Less concerning ifRevenue growth remains stable or improves.
Why it matters: Earnings results will provide insight into revenue and EBITDA progress. It is a key moment for investors.
Watch forEarnings report shows revenue and EBITDA meet or beat guidance.
Also watch forEarnings report shows revenue and EBITDA far below guidance.
Why it matters: This revenue target is crucial for Harrow to show growth momentum after a weak Q1.
Supportive ifQ2 2026 revenue reported within the range of $71 million to $81 million.
Worry ifQ2 2026 revenue falls below $71 million.
Why it matters: If the health care sector grows faster, it could help Harrow improve its performance.
Supportive ifHealth care sector revenue growth is speeding up again. It is now over 10% year over year.
Worry ifSector revenue growth is slowing down. It is now below 10% year over year.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$188 on $10,000 · ±1.9% | How much price usually moves either way. |
| Bad day | $491 loss on $10,000 · 4.9% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $4,703 loss on $10,000 · 47.0% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: If earnings miss again, people will worry about the company's growth plans and how they work.
Worry ifQ2 2026 earnings report shows a loss similar to Q1.
Less concerning ifQ2 2026 earnings report shows a profit or smaller loss.
Why it matters: A continued high net loss per share could raise concerns about profitability and cash flow.
Worry ifNet loss per share is below $0.74. This shows better financial performance.
Less concerning ifNet loss per share remains at or above $0.74, signaling ongoing financial struggles.
Why it matters: Improving Adjusted EBITDA is key for Harrow to reach its $80M-$100M target for the year.
Supportive ifAdjusted EBITDA for Q2 2026 shows big gains from Q1's loss of $12.7 million.
Worry ifAdjusted EBITDA remains at or worsens from Q1's loss of $12.7 million.
Why it matters: This target is key for showing financial health. It indicates if the company can improve its losses.
Supportive ifAdjusted EBITDA was $80M or more.
Worry ifAdjusted EBITDA was less than $80M.
Why it matters: If the company misses earnings again, it may have bigger money problems.
Worry ifA press release confirming another earnings miss.
Less concerning ifEarnings meet or exceed expectations.
Why it matters: The earnings report will provide updates on revenue and losses. Investors will look for signs of improvement.
Watch forAn announcement of the next earnings report date within the next month.
Also watch forNo date for the earnings report has been announced. This shows ongoing uncertainty.
Why it matters: Meeting or exceeding this target would confirm strong demand and support the full-year guidance.
Supportive ifQ3 revenue reported at or above $80 million.
Worry ifQ3 revenue reported below $71 million.
Why it matters: More prescriptions would show strong market demand. This would help meet revenue goals.
Supportive ifVEVYE prescriptions increase by more than 10% sequentially in Q3.
Worry ifVEVYE prescriptions decline or grow less than 5% sequentially.
Why it matters: Closing the deal would grow Harrow's dry eye products. This would help revenue grow.
Supportive ifThe deal is expected to close in Q3 2026.
Worry ifThe deal may be delayed or canceled.