TG Therapeutics (NASDAQ:TGTX) Posts Earnings Results

TG Therapeutics (NASDAQ:TGTX) posted its earnings results on Wednesday. The biopharmaceutical company reported $0.12 earnings per share for the quarter, missing analysts’ consensus estimates of $0.23 by ($0.11), Briefing.com reports. TG Therapeutics had a return on equity of 101.12% and a net margin of 72.56%.The business had revenue of $204.92 million during the quarter, compared to analyst estimates of $200.33 million. During the same quarter in the prior year, the company earned $0.03 EPS. The company’s revenue was up 69.5% on a year-over-year basis.

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

• TG Therapeutics reported approximately $195 million in U.S. BRIUMVI net revenue in Q1 (>$200M globally), beat guidance and raised full‑year U.S. guidance to $885M–$900M (global ~$925M) with Q2 targeting ~$220M.
• Commercial momentum shows durable adoption: >25,000 patients prescribed globally, 12 consecutive quarters of sequential growth, record new patient starts, improving persistence versus prior expectations, and leading dynamic CD20 share in private infusion practices.
• Near‑term pipeline catalyst — top‑line data from the Phase III ENHANCE trial (single 600 mg initiation infusion vs. two‑infusion regimen) is expected in the coming weeks, and a positive result could enable a consolidated one‑infusion start and potential launch next year.
• Subcutaneous BRIUMVI program is fully enrolled in Phase III with topline expected year‑end/early next year (Phase I bioavailability data also due soon); management targets a potential 2028 launch and says sub‑Q could materially expand the addressable anti‑CD20 market.
• Capital allocation and balance sheet: the company repurchased ~$100M of stock this quarter (≈6.8M shares total, ~5% of shares outstanding) and has ~$573M in cash/equivalents after extending the Blue Owl facility, while guiding for ~$100M of subcutaneous manufacturing/secondary manufacturer startup costs to be expensed this year.

TG Therapeutics Stock Performance

Shares of TG Therapeutics stock traded up $5.87 on Wednesday, reaching $41.97. 6,586,922 shares of the company traded hands, compared to its average volume of 1,796,668. TG Therapeutics has a 52 week low of $25.28 and a 52 week high of $42.09. The company has a 50 day moving average of $32.47 and a 200 day moving average of $31.54. The firm has a market capitalization of $6.43 billion, a PE ratio of 15.15 and a beta of 1.68. The company has a debt-to-equity ratio of 0.38, a current ratio of 4.10 and a quick ratio of 3.29.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently modified their holdings of TGTX. Danske Bank A S bought a new position in shares of TG Therapeutics during the 3rd quarter valued at approximately $25,000. EverSource Wealth Advisors LLC lifted its stake in shares of TG Therapeutics by 86.3% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 1,237 shares of the biopharmaceutical company’s stock valued at $45,000 after buying an additional 573 shares in the last quarter. Truvestments Capital LLC lifted its stake in shares of TG Therapeutics by 172.4% during the 4th quarter. Truvestments Capital LLC now owns 1,621 shares of the biopharmaceutical company’s stock valued at $48,000 after buying an additional 1,026 shares in the last quarter. Kemnay Advisory Services Inc. purchased a new stake in shares of TG Therapeutics during the 4th quarter valued at approximately $52,000. Finally, Johnson Financial Group Inc. lifted its stake in shares of TG Therapeutics by 199.1% during the 3rd quarter. Johnson Financial Group Inc. now owns 2,055 shares of the biopharmaceutical company’s stock valued at $74,000 after buying an additional 1,368 shares in the last quarter. 58.58% of the stock is owned by institutional investors.

Key Headlines Impacting TG Therapeutics

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

• Positive Sentiment: Raised full‑year guidance and BRIUMVI upgrade — TG Therapeutics increased its 2026 total revenue target to about $925 million and raised its U.S. BRIUMVI net product revenue target to $885–900 million, signaling stronger-than-expected commercial momentum. TG Therapeutics Reports First Quarter 2026 Financial Results and Raises BRIUMVI Revenue Guidance
• Positive Sentiment: Revenue beat and strong margin profile — Q1 total revenue was roughly $205M (including ~ $195M BRIUMVI U.S. net revenue), up ~69.5% year‑over‑year; the company reported high net margin and ROE metrics that suggest profitable growth. TG Therapeutics: Q1 earnings & transcript
• Positive Sentiment: Retail and momentum trade — Retail investors pushed the stock to a fresh 52‑week high despite the EPS miss, citing the guidance raise and product sales strength as the main bullish drivers. TGTX stock hits fresh 52-week high – here’s why retail is bullish despite Q1 earnings miss
• Neutral Sentiment: Conference call / transcript available — Management held a conference call to discuss results and guidance; investors should review the call for color on demand trends, inventory, and cadence of BRIUMVI sales. TG Therapeutics (TGTX) Q1 2026 Earnings Transcript
• Negative Sentiment: EPS missed consensus — Reported EPS came in below Street estimates (sources show $0.12–$0.17 vs. consensus ~$0.23), which is a near‑term negative that could temper upside if future quarters don’t convert revenue growth into consistent beatable EPS. TG Therapeutics (TGTX) Q1 Earnings Lag Estimates

Wall Street Analysts Forecast Growth

A number of equities research analysts have issued reports on the stock. The Goldman Sachs Group upped their price objective on shares of TG Therapeutics from $37.00 to $39.00 and gave the stock a “neutral” rating in a research report on Thursday, January 15th. Cantor Fitzgerald reaffirmed an “overweight” rating on shares of TG Therapeutics in a research report on Wednesday, January 14th. HC Wainwright increased their target price on shares of TG Therapeutics from $60.00 to $70.00 and gave the company a “buy” rating in a research report on Wednesday. Wall Street Zen downgraded shares of TG Therapeutics from a “buy” rating to a “hold” rating in a research report on Saturday, February 14th. Finally, Weiss Ratings raised shares of TG Therapeutics from a “hold (c)” rating to a “hold (c+)” rating in a research report on Friday, May 1st. One analyst has rated the stock with a Strong Buy rating, three have assigned a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $52.50.

About TG Therapeutics

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.

In December 2022, TG Therapeutics achieved its first commercial milestone when ublituximab-xiiy (marketed as Briumvi® in collaboration with Biogen) received U.S.