Harrow, Inc. (HROW)
NASDAQHealth CareDrug Manufacturers - Specialty & GenericSnapshot 2026-11-04
$28.75+0.74%
Close 2026-11-04 · 1-day change
NASDAQHealth CareDrug Manufacturers - Specialty & GenericSnapshot 2026-11-04
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 | -24.8% |
| Our one-year growth estimate | diamond | 76.4% |
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 2026-11-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
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.
Growth built into the price is above our model estimate.
The price assumes 101.2 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 2026-11-04 · Compared with 8 industry peers
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: The trial tests IHEEZO in patients getting eye injections. A positive result would add clinical support for use in this setting.
Watch forQ4 topline results show the trial met its main goal for IHEEZO use during intravitreal injections.
Also watch forThe trial misses its main goal, or Harrow reports that the Q4 results are delayed.
Why it matters: TYRVAYA adds a second dry eye brand and a larger sales team. Harrow says it can bring in over $30 million in 2027 revenue.
Supportive ifHarrow confirms the roughly 40 Viatris staff joined in Q4, then reports TYRVAYA revenue on a path above $30 million for 2027.
Worry ifHarrow reports that the staff start is delayed, or TYRVAYA's 2027 revenue outlook falls below $30 million.
Why it matters: The study could add clinical evidence for NATACYN. Harrow named Q4 2026 for the topline results.
Watch forHarrow reports Q4 results and says the study met its stated main goal.
Also watch forThe study misses its main goal, or Harrow reports that the Q4 results are delayed.
Why it matters: Management kept this goal after Q2 revenue rose to $70.7 million. Full-year results will test whether that growth pace can last.
Watch forFY2026 revenue is at least $350 million, the low end of guidance.
Also watch forFY2026 revenue is below $350 million or Harrow cuts its guidance before year-end.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$155 on $10,000 · ±1.6% | How much price usually moves either way. |
| Bad day | $485 loss on $10,000 · 4.8% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $5,029 loss on $10,000 · 50.3% | 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: VEVYE sales rose 58% year over year in Q2, and its market share reached 14.6%. New coverage may bring more patients into the commercial channel.
Supportive ifVEVYE prescriptions and revenue rise again after the August 1 coverage change, with market share above 14.6%.
Worry ifVEVYE prescriptions or revenue fall from Q2, or market share drops below 14.6%.