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: ⢠Strong Liquidity ⢠Rising Leverage ⢠Rich Valuation TGTX has strong liquidity and high gross margins with improved quarterly cash flow, but rising leverage, softer recent operating profitability, and a richer valuation temper the outlook.
Price Behavior
Key Price Behavior Insights: ⢠Support hold ⢠Resistance cap ⢠Downtrend intact Support Level: $46.17 Resistance Level: $52.03-$56.04 TGTX is trying to stabilize after a sharp selloff, but the broader downtrend is still intact unless it reclaims $52-$56, with $46.17 as critical support and a break below it likely opening more downside risk.
Sentiment & News
Key News Insights: ⢠Revenue growth ⢠EPS miss ⢠SubQ upside TG Therapeutics posted strong BRIUMVI-driven revenue growth and raised 2026 guidance, but a sharp EPS miss and higher manufacturing spend pressured shares despite continued franchise momentum and potential subcutaneous upside.
AI Summary
TGTX has shifted from a speculative biotech story to a commercial execution case as BRIUMVI's strong revenue growth and positive cash flow improve the thesis, but with margins compressing, debt rising, and valuation already re-rated, investors should focus on whether management can convert sales momentum into durable operating leverage.
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. | Closed | +1.6% |