Arcutis Biotherapeutics (NASDAQ:ARQT) Price Target Raised to $35.00 at TD Cowen

Arcutis Biotherapeutics (NASDAQ:ARQT) had its price target upped by analysts at TD Cowen from $30.00 to $35.00 in a research report issued to clients and investors on Thursday,Benzinga reports. The firm presently has a “buy” rating on the stock. TD Cowen’s price objective would suggest a potential upside of 29.34% from the stock’s current price.

A number of other research firms have also recently issued reports on ARQT. Zacks Research cut shares of Arcutis Biotherapeutics from a “strong-buy” rating to a “hold” rating in a research note on Monday, December 29th. Needham & Company LLC upped their price target on shares of Arcutis Biotherapeutics from $31.00 to $36.00 and gave the company a “buy” rating in a research note on Thursday. Wall Street Zen downgraded shares of Arcutis Biotherapeutics from a “strong-buy” rating to a “buy” rating in a research report on Saturday, February 14th. Weiss Ratings restated a “sell (d-)” rating on shares of Arcutis Biotherapeutics in a report on Monday, December 29th. Finally, The Goldman Sachs Group upped their target price on Arcutis Biotherapeutics from $19.00 to $29.00 and gave the company a “neutral” rating in a research report on Thursday, October 30th. Six investment analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $31.67.

Arcutis Biotherapeutics Stock Performance

Shares of NASDAQ ARQT traded up $0.05 during midday trading on Thursday, hitting $27.06. 1,122,258 shares of the company’s stock were exchanged, compared to its average volume of 1,378,363. The company has a quick ratio of 3.28, a current ratio of 3.50 and a debt-to-equity ratio of 0.68. The firm has a market capitalization of $3.31 billion, a PE ratio of -75.21 and a beta of 1.70. Arcutis Biotherapeutics has a 12 month low of $11.86 and a 12 month high of $31.77. The company’s 50 day moving average price is $27.24 and its 200 day moving average price is $23.68.

Arcutis Biotherapeutics (NASDAQ:ARQT) last announced its quarterly earnings results on Wednesday, February 25th. The company reported $0.13 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.03 by $0.10. Arcutis Biotherapeutics had a negative return on equity of 29.69% and a negative net margin of 13.94%.The business had revenue of $129.50 million during the quarter, compared to the consensus estimate of $110.79 million. As a group, analysts predict that Arcutis Biotherapeutics will post -1.33 earnings per share for the current fiscal year.

Insider Transactions at Arcutis Biotherapeutics

In other news, insider Larry Todd Edwards sold 2,052 shares of Arcutis Biotherapeutics stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $25.50, for a total value of $52,326.00. Following the completion of the sale, the insider directly owned 148,865 shares in the company, valued at approximately $3,796,057.50. The trade was a 1.36% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, Director Howard G. Welgus sold 10,000 shares of the stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $25.05, for a total value of $250,500.00. Following the sale, the director directly owned 59,744 shares in the company, valued at $1,496,587.20. This represents a 14.34% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 124,656 shares of company stock worth $3,312,365. Company insiders own 9.40% of the company’s stock.

Hedge Funds Weigh In On Arcutis Biotherapeutics

Several hedge funds and other institutional investors have recently added to or reduced their stakes in ARQT. SBI Securities Co. Ltd. lifted its position in shares of Arcutis Biotherapeutics by 325.4% during the 4th quarter. SBI Securities Co. Ltd. now owns 1,089 shares of the company’s stock valued at $32,000 after acquiring an additional 833 shares during the period. Global Retirement Partners LLC bought a new position in shares of Arcutis Biotherapeutics in the fourth quarter worth $35,000. EverSource Wealth Advisors LLC raised its stake in Arcutis Biotherapeutics by 124.0% in the fourth quarter. EverSource Wealth Advisors LLC now owns 1,261 shares of the company’s stock valued at $37,000 after purchasing an additional 698 shares in the last quarter. NewEdge Advisors LLC lifted its position in Arcutis Biotherapeutics by 209.0% during the fourth quarter. NewEdge Advisors LLC now owns 1,545 shares of the company’s stock worth $45,000 after purchasing an additional 1,045 shares during the period. Finally, Johnson Investment Counsel Inc. bought a new stake in Arcutis Biotherapeutics during the third quarter worth about $30,000.

Arcutis Biotherapeutics News Roundup

Here are the key news stories impacting Arcutis Biotherapeutics this week:

• Positive Sentiment: Strong Q4 / FY2025 results and raised 2026 guidance: Q4 net product revenue for ZORYVE was $127.5M (up 84% y/y), FY2025 ZORYVE revenue was $372.1M (up 123% y/y). Company posted positive operating cash flow in Q4 and raised full‑year 2026 net product sales guidance to $480M–$495M — clear signals of commercial momentum and cash generation. Arcutis Announces Fourth Quarter and Full Year 2025 Financial Results and Provides Business Update
• Positive Sentiment: Earnings and revenue beat: Q4 EPS $0.13 vs consensus $0.03 and Q4 revenue $129.5M vs est. ~$110.8M — beats that typically trigger re‑rating and short‑term buying. Arcutis Biotherapeutics, Inc. (ARQT) Surpasses Q4 Earnings and Revenue Estimates
• Positive Sentiment: Analyst upgrade / price‑target increase: Needham raised its price target from $31 to $36 and reiterated a Buy rating — implies ~35% upside from the recent share level and may support further analyst‑driven buying. Needham raises ARQT price target
• Neutral Sentiment: Earnings call / transcripts available for detail: Management provided a business update (including infant sNDA timing and sales‑force expansion); investors will parse call color for execution risk vs upside. Arcutis Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Brokerage consensus: Company received a “Moderate Buy” consensus from brokerages — supportive but not uniformly bullish. ARQT Receives Consensus Recommendation
• Negative Sentiment: Profitability metrics still lag: despite revenue growth and positive cash flow, reported net margin and ROE remain negative (investors may view this as ongoing profitability risk until margins normalize). Arcutis Earnings / Financial Details
• Neutral Sentiment: Marketing and awareness activity: Company launched outreach (e.g., patient awareness campaign with athlete Max Homa) and expanded sales efforts into primary care/pediatrics—positive for long‑term adoption but incremental near term. Max Homa joins ARQT campaign

About Arcutis Biotherapeutics

Arcutis Biotherapeutics is a clinical-stage biopharmaceutical company focused on developing and commercializing innovative therapies for immuno-inflammatory skin diseases. The company’s research and development efforts center on targeted treatments that address the underlying biology of conditions such as plaque psoriasis, atopic dermatitis, seborrheic dermatitis and vitiligo. Arcutis employs a precision-medicine approach to deliver topical therapies designed to improve efficacy and tolerability compared with existing treatment options.

In August 2022, Arcutis received U.S.