TG Therapeutics, Inc. (TGTX) - Stock Analysis
Last updated: May 10, 2026
Research Idea
Research content for general circulation. Not individualized advice. Methodology & Disclosures
Q1 2026 revenue around $205M, full-year guidance raised to about $925M total global revenue, BRIUMVI execution remains strong, and technical momentum is favorable with about 16% 21-day gain and 17% in the last 5 sessions.
Loading chart data...
AI Analyst Overview
Loading chart data...
Valuation Metrics
Fundamental Analysis
Key Financial Insights: ⢠Margin strength ⢠Leverage rising ⢠Cash flow weak TGTX shows strong margins and liquidity, but rising debt, weak cash conversion, and a tax-driven profit base make the investment case mixed.
Price Behavior
Key Price Behavior Insights: ⢠Higher highs ⢠Breakout follow-through ⢠Stretched momentum Support Level: Late-April breakout zone (2026-05-05 to 2026-05-06) Resistance Level: Recent high from 2026-05-07 Over the last month, TGTX broke out of its late-April range and stayed in a clear uptrend, but the rapid 27% run leaves it stretched and prone to a short-term pullback.
Sentiment & News
Key News Insights: ⢠Revenue growth ⢠Guidance raised ⢠Pipeline progress TG Therapeutics missed Q1 earnings estimates but delivered strong BRIUMVI-driven revenue, raised 2026 guidance, and saw shares climb on the improved outlook.
AI Summary
TGTX is now best viewed as a high-stakes BRIUMVI commercial execution storyânot a broad pipeline biotechâwhere continued U.S. uptake and the subcutaneous next leg could justify the rally, but the stock is increasingly binary because negative cash flow, rising debt, and single-product dependence leave little room for any slowdown in adoption or pricing.
Description
TG Therapeutics is a commercial-stage biopharmaceutical company that develops and commercializes therapies for Bâcell malignancies and certain autoimmune disorders. Its pipeline combines monoclonal antibodies and oral small-molecule inhibitorsâtargeting Bâcell receptors and immune checkpointsâalongside early-stage programs in epigenetics and immune signaling, supported by multiple licensing and collaboration agreements with international partners. The company was incorporated in 1993 and is headquartered in New York, NY.
Idea History
| Date | Close | Ticker | Company | Summary | Status | P/L |
|---|---|---|---|---|---|---|
| May 6 | May 13 | TGTX | TG Therapeutics, Inc. | Q1 2026 revenue around $205M, full-year guidance raised to about $925M total global revenue, BRIUMVI execution remains strong, and technical momentum is favorable with about 16% 21-day gain and 17% in the last 5 sessions. | Active | +1.4% |