TG Therapeutics (NASDAQ:TGTX) Issues Earnings Results

27 Feb 2026, 22:40 by Kim Johansen · The Markets Daily

TG Therapeutics (NASDAQ:TGTX – Get Free Report) issued its quarterly earnings data on Thursday. The biopharmaceutical company reported $0.14 EPS for the quarter, missing the consensus estimate of $0.35 by ($0.21), Briefing.com reports. The firm had revenue of $192.57 million during the quarter, compared to the consensus estimate of $192.15 million. TG Therapeutics had a return on equity of 133.24% and a net margin of 84.13%.The business’s revenue was up 78.0% on a year-over-year basis. During the same period in the previous year, the firm earned $0.15 EPS.

Here are the key takeaways from TG Therapeutics’ conference call:

TG reported strong commercial momentum with approximately $616 million in 2025 global revenue (≈$594M U.S. BRIUMVI net sales), Q4 U.S. sales of $183M (+92% YoY, +20% sequential), and reaffirmed 2026 guidance of $825M–$850M U.S. (total global $875M–$900M).
Long‑term clinical data bolster confidence — six‑year open‑label ULTIMATE I/II results showed ~90% of patients free from 24‑week confirmed disability progression and no new safety signals — and the ENHANCE Phase 3 consolidation trial (one 600 mg dose) is fully enrolled with top‑line data expected mid‑year and potential 2027 launch.
The subcutaneous BRIUMVI program is ~75% enrolled in Phase 3, with pivotal readouts late this year/early next and a potential 2028 launch; management believes a sub‑Q, at‑home option could meaningfully expand the anti‑CD20 market and nearly double their TAM.
Financially TG is generating operating income, expects positive cash flow in 2026+, and completed a $100M buyback with another $100M authorized, but 2025 net income was boosted by a ~$340M one‑time tax benefit and Q4 gross margin was affected by a one‑time inventory reserve.

TG Therapeutics Stock Performance

NASDAQ TGTX traded down $0.81 on Friday, reaching $30.09. 1,961,413 shares of the stock were exchanged, compared to its average volume of 2,089,412. The firm has a market capitalization of $4.78 billion, a PE ratio of 10.82 and a beta of 1.85. TG Therapeutics has a one year low of $25.28 and a one year high of $46.48. The company’s 50-day simple moving average is $29.87 and its two-hundred day simple moving average is $31.40. The company has a current ratio of 3.82, a quick ratio of 2.89 and a debt-to-equity ratio of 0.40.

Trending Headlines about TG Therapeutics

Here are the key news stories impacting TG Therapeutics this week:

Positive Sentiment: Record BRIUMVI-driven revenue growth — Q4 total revenue rose ~78% y/y with U.S. BRIUMVI net revenue of $182.7M and full‑year 2025 BRIUMVI sales of ~$594M (≈+90% y/y); management raised BRIUMVI revenue guidance for 2026, underpinning top‑line momentum. TGTX Q4 Earnings Lag Estimates, Briumvi Sales Drive Top Line
Positive Sentiment: Analyst model upgrades — HC Wainwright raised Q1–Q3 2026 and FY2030 EPS estimates, signaling growing sell‑side confidence in profitability as BRIUMVI scales. Upgrades can support the stock over the coming quarters. HC Wainwright raises estimates (MarketBeat)
Positive Sentiment: Meaningful pipeline & commercialization catalysts — Investors highlight potential upside from the Phase 3 ENHANCE study (consolidated dosing) and development of a self‑administered subcutaneous BRIUMVI formulation, which could expand addressable market and margins if successful. TG Therapeutics: ‘Strong Buy’ On BRIUMVI’s Massive Growth
Neutral Sentiment: Company reaffirmed 2026 revenue outlook and held a conference call outlining commercial execution and retention metrics — positive context, but near‑term stock reaction depends on reconciling EPS miss with guidance. TG Therapeutics Reports Fourth Quarter and Full Year 2025 Financial Results
Negative Sentiment: Big EPS disappointment — Reported EPS of $0.14 vs. consensus ~$0.35 (≈-60% surprise); the profit miss is the main short‑term catalyst for the share decline despite strong revenues. TGTX Q4 Earnings Lag Estimates (Zacks)
Negative Sentiment: Near-term volatility risk — Large EPS miss increases odds of short‑term selling pressure and gives traders a reason to pare back positions until subsequent quarters show margin improvement or clearer evidence that guidance will be achieved. TG Therapeutics (TGTX) Misses Q4 Earnings Estimates

Wall Street Analyst Weigh In

TGTX has been the topic of several research reports. The Goldman Sachs Group raised their target price on TG Therapeutics from $37.00 to $39.00 and gave the stock a “neutral” rating in a research report on Thursday, January 15th. B. Riley Financial raised shares of TG Therapeutics to a “strong-buy” rating in a report on Tuesday, November 4th. Cantor Fitzgerald restated an “overweight” rating on shares of TG Therapeutics in a research report on Wednesday, January 14th. Wall Street Zen cut shares of TG Therapeutics from a “buy” rating to a “hold” rating in a report on Saturday, February 14th. Finally, JPMorgan Chase & Co. decreased their price target on shares of TG Therapeutics from $49.00 to $46.00 and set an “overweight” rating on the stock in a research report on Monday, February 2nd. One investment analyst has rated the stock with a Strong Buy rating, three have given a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat, TG Therapeutics has an average rating of “Moderate Buy” and an average target price of $50.00.

View Our Latest Research Report on TG Therapeutics

Institutional Inflows and Outflows

Several hedge funds have recently bought and sold shares of TGTX. Invesco Ltd. raised its holdings in TG Therapeutics by 47.1% during the fourth quarter. Invesco Ltd. now owns 1,609,815 shares of the biopharmaceutical company’s stock valued at $47,989,000 after acquiring an additional 515,481 shares during the period. Corient Private Wealth LLC boosted its stake in TG Therapeutics by 3.6% in the 4th quarter. Corient Private Wealth LLC now owns 41,764 shares of the biopharmaceutical company’s stock worth $1,245,000 after purchasing an additional 1,469 shares during the period. Mercer Global Advisors Inc. ADV purchased a new stake in TG Therapeutics during the 4th quarter valued at approximately $212,000. Empowered Funds LLC bought a new stake in shares of TG Therapeutics during the fourth quarter valued at approximately $1,698,000. Finally, nVerses Capital LLC purchased a new position in shares of TG Therapeutics in the fourth quarter worth $250,000. Institutional investors own 58.58% of the company’s stock.

About TG Therapeutics

(Get Free Report)

TG Therapeutics, Inc is a clinical‐stage biopharmaceutical company headquartered in New York City that specializes in developing targeted therapies for hematological malignancies and autoimmune diseases. The company’s research strategy focuses on the modulation of B-cell biology through novel antibody and small‐molecule agents. Since its founding in 2003, TG Therapeutics has built a diversified portfolio aimed at addressing unmet medical needs in oncology and immunology.