TG Therapeutics (NASDAQ:TGTX) Posts Earnings Results, Misses Expectations By $0.21 EPS

TG Therapeutics (NASDAQ:TGTX) released its quarterly earnings results on Thursday. The biopharmaceutical company reported $0.14 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.35 by ($0.21), Briefing.com reports. The business had revenue of $192.57 million during the quarter, compared to the consensus estimate of $192.15 million. TG Therapeutics had a net margin of 84.13% and a return on equity of 133.24%. The business’s quarterly revenue was up 78.0% compared to the same quarter last year. During the same period in the prior year, the firm earned $0.15 earnings per share.

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

• TG reported strong commercial momentum with approximately $616 million in 2025 global revenue (≈$594M U.S. BRIUMVI net sales), Q4 U.S. sales of $183M (+92% YoY, +20% sequential), and reaffirmed 2026 guidance of $825M–$850M U.S. (total global $875M–$900M).
• Long‑term clinical data bolster confidence — six‑year open‑label ULTIMATE I/II results showed ~90% of patients free from 24‑week confirmed disability progression and no new safety signals — and the ENHANCE Phase 3 consolidation trial (one 600 mg dose) is fully enrolled with top‑line data expected mid‑year and potential 2027 launch.
• The subcutaneous BRIUMVI program is ~75% enrolled in Phase 3, with pivotal readouts late this year/early next and a potential 2028 launch; management believes a sub‑Q, at‑home option could meaningfully expand the anti‑CD20 market and nearly double their TAM.
• Financially TG is generating operating income, expects positive cash flow in 2026+, and completed a $100M buyback with another $100M authorized, but 2025 net income was boosted by a ~$340M one‑time tax benefit and Q4 gross margin was affected by a one‑time inventory reserve.

TG Therapeutics Stock Down 2.6%

TGTX traded down $0.81 during trading on Friday, reaching $30.09. The company had a trading volume of 1,961,413 shares, compared to its average volume of 2,089,412. The company has a market cap of $4.78 billion, a P/E ratio of 10.82 and a beta of 1.85. TG Therapeutics has a 12 month low of $25.28 and a 12 month high of $46.48. The company has a debt-to-equity ratio of 0.40, a current ratio of 3.82 and a quick ratio of 2.89. The business’s fifty day moving average price is $29.87 and its 200 day moving average price is $31.40.

More TG Therapeutics News

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

• Positive Sentiment: Record BRIUMVI-driven revenue growth — Q4 total revenue rose ~78% y/y with U.S. BRIUMVI net revenue of $182.7M and full‑year 2025 BRIUMVI sales of ~$594M (≈+90% y/y); management raised BRIUMVI revenue guidance for 2026, underpinning top‑line momentum. TGTX Q4 Earnings Lag Estimates, Briumvi Sales Drive Top Line
• Positive Sentiment: Analyst model upgrades — HC Wainwright raised Q1–Q3 2026 and FY2030 EPS estimates, signaling growing sell‑side confidence in profitability as BRIUMVI scales. Upgrades can support the stock over the coming quarters. HC Wainwright raises estimates (MarketBeat)
• Positive Sentiment: Meaningful pipeline & commercialization catalysts — Investors highlight potential upside from the Phase 3 ENHANCE study (consolidated dosing) and development of a self‑administered subcutaneous BRIUMVI formulation, which could expand addressable market and margins if successful. TG Therapeutics: ‘Strong Buy’ On BRIUMVI’s Massive Growth
• Neutral Sentiment: Company reaffirmed 2026 revenue outlook and held a conference call outlining commercial execution and retention metrics — positive context, but near‑term stock reaction depends on reconciling EPS miss with guidance. TG Therapeutics Reports Fourth Quarter and Full Year 2025 Financial Results
• Negative Sentiment: Big EPS disappointment — Reported EPS of $0.14 vs. consensus ~$0.35 (≈-60% surprise); the profit miss is the main short‑term catalyst for the share decline despite strong revenues. TGTX Q4 Earnings Lag Estimates (Zacks)
• Negative Sentiment: Near-term volatility risk — Large EPS miss increases odds of short‑term selling pressure and gives traders a reason to pare back positions until subsequent quarters show margin improvement or clearer evidence that guidance will be achieved. TG Therapeutics (TGTX) Misses Q4 Earnings Estimates

Institutional Inflows and Outflows

A number of hedge funds have recently added to or reduced their stakes in the business. Cibc World Markets Corp bought a new stake in TG Therapeutics during the 4th quarter worth approximately $286,000. nVerses Capital LLC bought a new stake in shares of TG Therapeutics in the fourth quarter worth $250,000. Johnson Investment Counsel Inc. acquired a new stake in TG Therapeutics in the fourth quarter valued at $245,000. Entropy Technologies LP bought a new position in TG Therapeutics during the 3rd quarter worth $237,000. Finally, Mercer Global Advisors Inc. ADV bought a new position in TG Therapeutics during the 4th quarter worth $212,000. Institutional investors own 58.58% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities analysts have weighed in on the stock. Cantor Fitzgerald reaffirmed an “overweight” rating on shares of TG Therapeutics in a research note on Wednesday, January 14th. Weiss Ratings restated a “hold (c+)” rating on shares of TG Therapeutics in a research report on Monday, December 29th. Wall Street Zen downgraded TG Therapeutics from a “buy” rating to a “hold” rating in a report on Saturday, February 14th. JPMorgan Chase & Co. decreased their price objective on TG Therapeutics from $49.00 to $46.00 and set an “overweight” rating on the stock in a research report on Monday, February 2nd. Finally, The Goldman Sachs Group boosted their target price on TG Therapeutics from $37.00 to $39.00 and gave the stock a “neutral” rating in a research report on Thursday, January 15th. One equities research analyst has rated the stock with a Strong Buy rating, three have given a Buy rating and two have issued a Hold rating to the company’s stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $50.00.

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.