TG Therapeutics, Inc. (TGTX)

NASDAQHealth CareBiotechnologySnapshot 2026-11-05

$57.98-5.92%

Close 2026-11-05 · 1-day change

TG Therapeutics, Inc. (TGTX) Outlook: What's Priced In | QuarterlyIQ

Investment OutlookAs of Nov 5, 2026

What could strengthen or challenge TG Therapeutics, Inc.’s outlook?

The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.

Higher potential upsideImproving expectations

Next-FY EPS estimate change · 30 days

+1.7%

+10% or more+5%0%−5%−10% or less

2.83 → 2.87 EPS · FY ending Dec 31, 2027 · 6 analysts

Higher risk of downsideWeakening expectations

One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.

How this is measured

Change in the same fiscal period’s mean EPS estimate from Oct 6, 2026 to Nov 5, 2026: (new ÷ prior − 1). Contributor count changed from 6 to 6; this is not the number of analysts revising. The ±10% axis is a display range.

Price, analyst earnings & P/E reference

The EPS and P/E reference is not available for TGTX yet.

Measure / period	Management expectations	Analyst expectations

Management figures unavailable.

Current consensus figures unavailable.

What the Thesis Depends On

Three published thesis conditions, with dated milestones shown separately.

Key Factor	Why It Matters	Current Status	Break Condition	Latest Evidence
BRIUMVI U.S. net product revenue sustains above $194.8M quarterly	BRIUMVI expansion shows strong market demand.	Intact	BRIUMVI U.S. revenue drops below $150 million quarterly	Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 5, 2026Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement.

Incoming Evidence

Compare these dated observations with the operating requirements above

Expectations trend

Same fiscal period

FY2027 · fiscal year ending 2027-12-31 · fmp

FY2027 EPS$2.87

Outlook in Brief

The evidence, the remaining questions, and what comes next

What's improving

No recovery evidence is reported in the available driver assessments.

Still unresolved / key risks

BRIUMVI U.S. net product revenue sustains above $194.8M quarterlyDirect metric needs a verified mapping
BRIUMVI revenue grows to at least $892.5M in 2026Revenue: $240.335M
Operating expenses stay near $350 million in 2026Direct metric needs a verified mapping

Next proof point

Nov 9, 2026

Historical risk context

Observed price history; separate from operating scenarios

Price sensitivity

1.7%Typical daily move · historical

Downside history

-21.8%Maximum drawdown · trailing year

Read detailed Outlook Company context, assumptions & risks

TG Therapeutics, Inc. outlook in detail

The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.

Updated Oct 31, 2026

What kind of bet this is

This is a growth-focused biotechnology business, with its current growth tied heavily to BRIUMVI. The long-term thesis is intact, supported by strong recent financial performance and management’s continued focus on revenue growth, but profitability remains unproven.

What's priced into TG Therapeutics, Inc.

The valuation is expensive versus peers, with a durable premium and a meaningful expectations gap. The evidence suggests that premium is not matched by the full combination of weak fundamentals and turbulence, but it leaves limited room for execution setbacks to be overlooked.

What the fundamentals likely do

Near term, BRIUMVI revenue has grown and management has repeatedly raised full-year 2026 revenue guidance. However, TGTX has reported consecutive earnings misses, and the risk of another next-quarter miss is elevated; the business is still loss-making.

What TG Therapeutics, Inc. hinges on

The multi-year view hinges on continued BRIUMVI growth and progress toward a simpler initiation regimen and subcutaneous formulation. A guidance cut after recent increases would damage management credibility, while weaker employment data could weigh on the sector; continued strength from healthcare peers would support sector momentum.

Bottom line

Over the next 1 to 3 years, the thesis rests on converting BRIUMVI’s revenue growth into sustained execution while advancing the product’s dosing and formulation options. The premium valuation and repeated earnings misses make delivery the central question. Not investment advice.

Development preview · refreshed Nov 6, 2026Open Living FV detail

Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.

Exact estimates & source dates

One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.

FY2027 estimate observations · fmp
Snapshot	EPS	Revenue	EPS / revenue analysts
2026-07-24	$3.28	$1,267,041,420	6 / 9
2026-07-25	$3.28	$1,292,245,230	6 / 8
2026-07-26	$3.04	$1,292,260,115	6 / 6
2026-07-27	$3.28	$1,292,245,230	6 / 8
2026-07-28	$3.28	$1,292,245,230	6 / 8
2026-07-29	$3.04	$1,292,260,115	6 / 6
2026-07-30	$3.28	$1,292,420,230	6 / 8
2026-07-31	$3.05	$1,292,435,115	6 / 6
2026-08-01	$3.05	$1,292,435,115	6 / 6
2026-08-02	$3.28	$1,292,420,230	6 / 8
2026-08-03	$3.05	$1,292,435,115	6 / 6
2026-08-04	$3.28	$1,292,420,230	6 / 8
2026-08-05	$3.15	$1,312,570,230	6 / 8
2026-08-06	$3.05	$1,292,435,115	6 / 6
2026-08-08	$2.96	$1,313,249,540	6 / 6
2026-08-09	$3.10	$1,313,272,150	6 / 8
2026-08-10	$3.10	$1,313,272,150	6 / 8
2026-08-12	$2.96	$1,313,249,540	6 / 6
2026-08-13	$2.96	$1,313,249,540	6 / 6
2026-08-14	$2.96	$1,313,249,540	6 / 6
2026-08-15	$2.96	$1,313,249,540	6 / 6
2026-08-16	$2.96	$1,313,249,540	6 / 6
2026-08-17	$2.96	$1,313,249,540	6 / 6
2026-08-18	$2.96	$1,313,249,540	6 / 6
2026-08-19	$2.96	$1,313,249,540	6 / 6
2026-08-20	$2.86	$1,318,061,895	6 / 6
2026-08-21	$2.86	$1,318,061,895	6 / 6
2026-08-22	$2.86	$1,318,061,895	6 / 6
2026-08-23	$2.86	$1,318,061,895	6 / 6
2026-08-24	$2.86	$1,318,061,895	6 / 6
2026-08-25	$2.86	$1,318,061,895	6 / 6
2026-08-26	$2.86	$1,318,061,895	6 / 6
2026-08-27	$2.86	$1,318,061,895	6 / 6
2026-08-28	$2.86	$1,318,061,895	6 / 6
2026-08-29	$2.86	$1,318,061,895	6 / 6
2026-08-30	$2.86	$1,318,061,895	6 / 6
2026-08-31	$2.86	$1,318,061,895	6 / 6
2026-09-01	$2.86	$1,318,061,895	6 / 6
2026-09-02	$2.86	$1,318,061,895	6 / 6
2026-09-03	$2.86	$1,318,061,895	6 / 6
2026-09-04	$2.86	$1,318,061,895	6 / 6
2026-09-05	$2.86	$1,318,061,895	6 / 6
2026-09-06	$2.86	$1,318,061,895	6 / 6
2026-09-07	$2.86	$1,318,061,895	6 / 6
2026-09-08	$2.86	$1,318,061,895	6 / 6
2026-09-09	$2.86	$1,318,061,895	6 / 6
2026-09-10	$2.86	$1,318,061,895	6 / 6
2026-09-11	$2.86	$1,318,061,895	6 / 6
2026-09-12	$2.86	$1,318,061,895	6 / 6
2026-09-13	$2.86	$1,318,061,895	6 / 6
2026-09-14	$2.86	$1,318,061,895	6 / 6
2026-09-15	$2.86	$1,318,061,895	6 / 6
2026-09-16	$2.86	$1,318,061,895	6 / 6
2026-09-17	$2.86	$1,318,061,895	6 / 6
2026-09-18	$2.86	$1,318,061,895	6 / 6
2026-09-19	$2.86	$1,318,061,895	6 / 6
2026-09-20	$2.86	$1,318,061,895	6 / 6
2026-09-21	$2.86	$1,318,061,895	6 / 6
2026-09-22	$2.86	$1,318,061,895	6 / 6
2026-09-23	$2.86	$1,318,061,895	6 / 6
2026-09-24	$2.86	$1,318,061,895	6 / 6
2026-09-25	$2.86	$1,318,061,895	6 / 6
2026-09-26	$2.86	$1,320,111,895	6 / 6
2026-09-27	$2.86	$1,320,111,895	6 / 6
2026-09-28	$2.86	$1,320,111,895	6 / 6
2026-09-29	$2.83	$1,321,111,895	6 / 6
2026-09-30	$2.83	$1,321,111,895	6 / 6
2026-10-01	$2.83	$1,321,111,895	6 / 6
2026-10-02	$2.83	$1,321,111,895	6 / 6
2026-10-03	$2.83	$1,321,111,895	6 / 6
2026-10-04	$2.83	$1,321,111,895	6 / 6
2026-10-05	$2.83	$1,321,111,895	6 / 6
2026-10-06	$2.83	$1,321,111,895	6 / 6
2026-10-07	$2.83	$1,321,111,895	6 / 6
2026-10-08	$2.83	$1,321,111,895	6 / 6
2026-10-09	$2.83	$1,321,111,895	6 / 6
2026-10-10	$2.83	$1,321,111,895	6 / 6
2026-10-11	$2.83	$1,321,111,895	6 / 6
2026-10-12	$2.83	$1,321,111,895	6 / 6
2026-10-13	$2.83	$1,321,111,895	6 / 6
2026-10-14	$2.83	$1,321,111,895	6 / 6
2026-10-15	$2.87	$1,321,111,895	6 / 6
2026-10-16	$2.87	$1,321,111,895	6 / 6
2026-10-17	$2.87	$1,321,111,895	6 / 6
2026-10-18	$2.87	$1,321,111,895	6 / 6
2026-10-19	$2.87	$1,321,111,895	6 / 6
2026-10-20	$2.87	$1,319,061,895	6 / 6
2026-10-21	$2.87	$1,319,061,895	6 / 6
2026-10-22	$2.87	$1,319,061,895	6 / 6
2026-10-23	$2.87	$1,319,061,895	6 / 6
2026-10-24	$2.87	$1,319,061,895	6 / 6
2026-10-25	$2.87	$1,319,056,770	6 / 6
2026-10-26	$2.87	$1,319,056,770	6 / 6
2026-10-27	$2.87	$1,319,056,770	6 / 6
2026-10-28	$2.87	$1,319,056,770	6 / 6
2026-10-29	$2.87	$1,319,056,770	6 / 6
2026-10-30	$2.87	$1,319,056,770	6 / 6
2026-10-31	$2.87	$1,319,056,770	6 / 6
2026-11-01	$2.87	$1,319,056,770	6 / 6
2026-11-02	$2.87	$1,319,056,770	6 / 6
2026-11-03	$2.87	$1,319,056,770	6 / 6
2026-11-04	$2.87	$1,319,056,770	6 / 6
2026-11-05	$2.87	$1,319,056,770	6 / 6

Analyst view

Monthly observations

Buy / Strong BuyHoldSell / Strong Sell

Exact monthly counts

Monthly rating snapshots · fmp. Missing snapshots are not zero.
Date	Buy*	Hold	Sell*
2026-06-01	7	1	1
2026-07-01	7	1	1
2026-08-01	7	0	1
2026-09-01	7	0	1
2026-10-01	7	0	1
2026-11-01	7	0	1

*Buy includes Strong Buy; Sell includes Strong Sell. Monthly counts describe the analyst mix, not the firms behind each recent action.

Latest: 7 Buy / Strong Buy · 0 Hold · 1 Sell / Strong Sell

0 upgrades0 downgrades0 maintains

Recent actions · Oct 7–Nov 5 · 0 recorded

What could strengthen or challenge TG Therapeutics, Inc.’s outlook?

Price, analyst earnings & P/E reference

What the Thesis Depends On

Incoming Evidence

Expectations trend

Outlook in Brief

What's improving

Still unresolved / key risks

Next proof point

Historical risk context

TG Therapeutics, Inc. outlook in detail

What kind of bet this is

What's priced into TG Therapeutics, Inc.

What the fundamentals likely do

What TG Therapeutics, Inc. hinges on

Bottom line

Analyst view

Price-target changes

Bottom line