TG Therapeutics Set to Announce Q1 Earnings with Strong Revenue Growth
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 3 days ago
0mins
Should l Buy TGTX?
Source: seekingalpha
- Earnings Announcement Date: TG Therapeutics is set to release its Q1 earnings on May 6 before market open, with consensus EPS estimated at $0.28 and revenue projected at $201.21 million, reflecting a robust 66.5% year-over-year growth that underscores the company's strong market performance and growth potential.
- Earnings Estimate Revisions: Over the past three months, EPS estimates have seen no upward revisions and two downward adjustments, while revenue estimates experienced three upward revisions and two downward changes, indicating market divergence and uncertainty regarding the company's future performance.
- Financing and Buyback Plans: TG Therapeutics recently secured a $750 million credit facility and increased its stock buyback program to $300 million, which not only enhances the company's financial flexibility but may also boost EPS by reducing the number of shares outstanding.
- Future Outlook: The company outlines a revenue guidance of $825 million to $850 million for BRIUMVI by 2026 while accelerating its subcutaneous administration program, indicating a proactive strategic approach in product development and market expansion.
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Analyst Views on TGTX
Wall Street analysts forecast TGTX stock price to rise
4 Analyst Rating
3 Buy
0 Hold
1 Sell
Moderate Buy
Current: 43.025
Low
15.00
Averages
43.50
High
60.00
Current: 43.025
Low
15.00
Averages
43.50
High
60.00
About TGTX
TG Therapeutics, Inc. is a fully integrated, commercial stage biotechnology company focused on the acquisition, development and commercialization of novel treatments for B-cell diseases. Its products include Ublituximab IV (anti-CD20 mAb), Ublituximab IV Simplified Dosing Schedule, Ublituximab Subcutaneous (anti-CD20 mAb), and Azer-cel. It is engaged in late-stage clinical development of BRIUMVI. BRIUMVI is an anti-CD20 monoclonal antibody that can be administered to adults with relapsing forms of multiple sclerosis (RMS) in a one-hour infusion every 24 weeks, following the starting dose. It is used for treatment of adults with clinically isolated syndrome, relapsing-remitting disease, and active secondary progressive disease. The Company is also engaged in ULTIMATE I & II Trials Evaluating Single Agent Ublituximab in RMS. Its ENHANCE Phase 3b Trial is an ongoing, multi-center, open-label study designed to evaluate alternative dosing regimens for BRIUMVI in patients with RMS.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
TG Therapeutics Q1 2026 Earnings Call Highlights
- Revenue Beat: TG Therapeutics reported approximately $195 million in U.S. BRIUMVI net product revenue for Q1 2026, exceeding guidance of $185 million to $190 million, indicating strong market performance and sustained growth potential.
- Share Buyback Program: The company repurchased $100 million of its stock this quarter, which not only enhances shareholder value but also reflects management's confidence in future growth, likely increasing market recognition of its shares.
- Guidance Upgrade: Following a strong Q1, the company raised its 2026 U.S. revenue guidance to $885 million to $900 million, with global revenue guidance increased to approximately $925 million, signaling optimism about future performance.
- Clinical Trial Progress: Management expects to release top-line data from the ENHANCE study in the coming weeks and plans to launch subcutaneous BRIUMVI by 2028, pending regulatory approval, which could open new market opportunities for the company.
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TG Therapeutics Raises 2026 Revenue Outlook to $925 Million
- Revenue Outlook Raised: TG Therapeutics has raised its full-year 2026 revenue outlook to approximately $925 million from the previous range of $875 to $900 million, reflecting strong confidence in Briumvi sales and indicating significant future growth potential.
- Strong Q1 Performance: The company reported total revenue of $204.9 million for Q1, primarily driven by U.S. Briumvi sales of $194.8 million, exceeding Wall Street's estimate of $201.2 million, which highlights robust market demand for its lead product.
- Clinical Trial Progress: TG expects to report topline Phase 3 results from the Enhance trial of Briumvi around mid-2026, and plans to share early Phase 1 data for azer-cel in progressive multiple sclerosis in the second half of 2026, further enhancing its competitive position in the market.
- Investor Sentiment Shift: Following the release of positive financial guidance, TG Therapeutics' shares surged over 8% in just one day, with retail investor sentiment shifting from 'neutral' to 'extremely bullish', reflecting optimistic expectations for the company's future growth.
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TG Therapeutics Q1 Earnings Beat Expectations with Strong Revenue Growth
- Earnings Highlights: TG Therapeutics reported a Q1 GAAP EPS of $0.12, missing expectations by $0.15, yet achieved revenues of $204.92 million, reflecting a 69.6% year-over-year increase and surpassing market expectations by $3.71 million, indicating robust market performance.
- Product Revenue Surge: The net product revenue for Q1 2026 reached $201.3 million, significantly up from $119.7 million in Q1 2025, primarily driven by BRIUMVI's sales in the U.S., which totaled $194.8 million, further solidifying its market position.
- Guidance Upgrade: The company raised its full-year 2026 global revenue target to approximately $925 million, exceeding the consensus of $900.34 million, while also increasing the U.S. net product revenue target for BRIUMVI to $885-$900 million, reflecting confidence in future performance.
- Cost Management: The projected operating expenses for 2026, defined as R&D and SG&A, are approximately $350 million, in addition to $100 million associated with BRIUMVI manufacturing costs, indicating effective cost control while pursuing expansion.
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TG Therapeutics Q1 2026 Earnings Call Highlights
- Revenue Beat: TG Therapeutics reported approximately $195 million in U.S. BRIUMVI net product revenue for Q1 2026, exceeding guidance of $185 million to $190 million, indicating strong market performance and sustained growth potential.
- Share Buyback Program: The company repurchased $100 million of its stock this quarter, which not only enhances shareholder value but also reflects management's confidence in future growth, likely increasing market recognition of its shares.
- Guidance Upgrade: Following a strong Q1, the company raised its 2026 U.S. revenue guidance to $885 million to $900 million, with global revenue guidance increased to approximately $925 million, signaling optimism about future performance.
- Clinical Trial Progress: Management expects to release top-line data from the ENHANCE study in the coming weeks and plans to launch subcutaneous BRIUMVI by 2028, pending regulatory approval, which could open new market opportunities for the company.
See More
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- Market Rally: The S&P 500 and Nasdaq reached new highs fueled by optimistic expectations surrounding an Iran deal, indicating a significant rebound in investor confidence that could lead to increased capital inflows into the stock market.
- Tech Stocks Lead: Nvidia emerged as a market leader, driving a new wave of buying activity, reflecting strong investor confidence in its future growth potential, which may further enhance its market valuation.
- Arm Earnings Impact: Arm's earnings performance has become a focal point for the market, expected to positively influence related tech stocks and potentially trigger M&A activity within the industry, thereby invigorating market dynamics.
- Improved Investor Sentiment: As optimism about economic recovery grows, investors may reassess their allocations to risk assets, propelling the overall market upward and further solidifying the bullish trend in equities.
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TGTX Q1 2025 Earnings Call Transcript
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TG Therapeutics (TGTX) Q1 2026 Earnings Transcript
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TG Therapeutics Raises 2026 Revenue Outlook to $925 Million
- Revenue Outlook Raised: TG Therapeutics has raised its full-year 2026 revenue outlook to approximately $925 million from the previous range of $875 to $900 million, reflecting strong confidence in Briumvi sales and indicating significant future growth potential.
- Strong Q1 Performance: The company reported total revenue of $204.9 million for Q1, primarily driven by U.S. Briumvi sales of $194.8 million, exceeding Wall Street's estimate of $201.2 million, which highlights robust market demand for its lead product.
- Clinical Trial Progress: TG expects to report topline Phase 3 results from the Enhance trial of Briumvi around mid-2026, and plans to share early Phase 1 data for azer-cel in progressive multiple sclerosis in the second half of 2026, further enhancing its competitive position in the market.
- Investor Sentiment Shift: Following the release of positive financial guidance, TG Therapeutics' shares surged over 8% in just one day, with retail investor sentiment shifting from 'neutral' to 'extremely bullish', reflecting optimistic expectations for the company's future growth.
See More
TG Therapeutics Q1 Earnings Beat Expectations with Strong Revenue Growth
- Earnings Highlights: TG Therapeutics reported a Q1 GAAP EPS of $0.12, missing expectations by $0.15, yet achieved revenues of $204.92 million, reflecting a 69.6% year-over-year increase and surpassing market expectations by $3.71 million, indicating robust market performance.
- Product Revenue Surge: The net product revenue for Q1 2026 reached $201.3 million, significantly up from $119.7 million in Q1 2025, primarily driven by BRIUMVI's sales in the U.S., which totaled $194.8 million, further solidifying its market position.
- Guidance Upgrade: The company raised its full-year 2026 global revenue target to approximately $925 million, exceeding the consensus of $900.34 million, while also increasing the U.S. net product revenue target for BRIUMVI to $885-$900 million, reflecting confidence in future performance.
- Cost Management: The projected operating expenses for 2026, defined as R&D and SG&A, are approximately $350 million, in addition to $100 million associated with BRIUMVI manufacturing costs, indicating effective cost control while pursuing expansion.
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