Arcutis Biotherapeutics, Inc. (NASDAQ:ARQT) Given Consensus Rating of "Moderate Buy" by Brokerages
Arcutis Biotherapeutics (NASDAQ:ARQT) has received a consensus "Moderate Buy" rating from nine brokerages, with an average 12-month price target of $29.20. Recent analyst reports show varied ratings and price target adjustments. Insider selling activity has also been noted, along with institutional investor interest in the company's stock.
Arcutis After The Double: Hypergrowth Peaks, Compounding Remains (NASDAQ:ARQT)
Arcutis Biotherapeutics (ARQT) has been re-rated to Hold after a 100% rally, as the initial growth thesis driven by ZORYVE approvals and revenue has largely played out. While long-term potential remains through market conversion and pipeline, near-term catalysts are limited, and growth is expected to decelerate. The author suggests considering re-entry only on significant revenue outperformance or a valuation pullback towards 5x EV/revenue.
Arcutis Biotherapeutics (ARQT) to Release Earnings on Wednesday
Arcutis Biotherapeutics (ARQT) is scheduled to release its Q4 2025 earnings on Wednesday, February 25, 2026, with analysts expecting earnings per share of $0.02 and revenue of $110.794 million. Insider transactions show recent net selling, although insiders still hold a significant portion of the stock. Wall Street analysts currently give ARQT a "Moderate Buy" consensus rating with an average price target of $29.20.
Arcutis Biotherapeutics, Inc. (ARQT) Earnings Expected to Grow: Should You Buy?
Arcutis Biotherapeutics, Inc. (ARQT) is expected to report a year-over-year increase in earnings and revenues for the quarter ended December 2025. Despite this positive consensus, the company's Zacks Earnings ESP of -160.00% and a Zacks Rank of #4 make it difficult to confidently predict an earnings beat. Investors are advised to consider other factors beyond just earnings expectations, though the company has a strong history of beating EPS estimates in the past.
Arcutis Biotherapeutics, Inc. (ARQT) Earnings Expected to Grow: Should You Buy?
Arcutis Biotherapeutics (ARQT) is projected to show a significant year-over-year earnings increase on higher revenues for the quarter ended December 2025. However, despite the expected growth, the company's Zacks Earnings ESP of -160.00% and a Zacks Rank #4 (Sell) make it difficult to conclusively predict an EPS beat. Investors are advised to consider other factors beyond just earnings expectations for this stock.
Technical Reactions to ARQT Trends in Macro Strategies
This article provides a technical analysis of Arcutis Biotherapeutics Inc. (NASDAQ: ARQT), highlighting a weak near-term sentiment but strong long-term outlook. It details three AI-generated trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—along with multi-timeframe signal analysis for various risk profiles. The report emphasizes the current price's oscillation within a channel and offers specific entry/target/stop-loss points.
Arcutis Biotherapeutics to Report Q4 Earnings: What's in the Cards?
Arcutis Biotherapeutics (ARQT) is set to report its fourth-quarter and full-year 2025 results on February 25. Investors will be observing the sales performance of its flagship drug, Zoryve, and updates on its pipeline for expanded indications. The company has a strong earnings surprise history but its Zacks Rank #4 (Sell) and negative Earnings ESP do not conclusively predict an earnings beat for this quarter.
Wall Street Zen Downgrades Arcutis Biotherapeutics (NASDAQ:ARQT) to Buy
Wall Street Zen has downgraded Arcutis Biotherapeutics (NASDAQ:ARQT) from a "strong-buy" to a "buy" rating, contributing to a "Moderate Buy" consensus rating from analysts with an average price target of $29.20. The company's shares opened at $25.86, trading down approximately 3.2%, with a market capitalization of $3.17 billion and a negative P/E ratio. Recent insider selling activity includes Director Halley E. Gilbert selling 16,532 shares and insider Todd Watanabe selling 48,945 shares, totaling over $6 million in insider sales during the last quarter.
Arcutis Biotherapeutics Inc (NASDAQ:ARQT) Shows Technical Breakout Setup
Arcutis Biotherapeutics Inc (NASDAQ:ARQT) is identified as a potential breakout candidate based on technical analysis. The company exhibits a strong uptrend with a ChartMill Technical Rating of 7/10 and excellent relative performance. Currently, ARQT is in a consolidation phase, scoring 9/10 for setup quality, suggesting a distinct entry point for traders.
Have Insiders Sold Arcutis Biotherapeutics Shares Recently?
Insiders at Arcutis Biotherapeutics (NASDAQ:ARQT) have recently sold shares, with President Todd Watanabe selling US$506k and Executive VP Larry Edwards selling US$733k. While these sales represent a small percentage of their total holdings, the article highlights a lack of insider buying over the last year. Insider ownership remains relatively low at 1.6%, leading to caution regarding the company's prospects.
Have Insiders Sold Arcutis Biotherapeutics Shares Recently?
Insiders at Arcutis Biotherapeutics have recently sold shares, with President Todd Watanabe selling US$506k and Executive VP Larry Edwards selling US$733k, both below the current share price. While these sales represent a small percentage of their holdings, the lack of insider buying and relatively low insider ownership (1.6%) suggest caution for potential investors. The article advises careful consideration before investing in the company based on these insider transaction patterns.
Arcutis Biotherapeutics Inc (NASDAQ:ARQT) Shows High-Growth Momentum and Strong Technical Setup
Arcutis Biotherapeutics Inc (ARQT) is identified as a strong candidate for growth and momentum investors, exhibiting high-growth momentum, a solid technical uptrend, and a positive setup pattern for a potential breakout. The company shows substantial revenue and EPS growth, beats analyst expectations, and maintains a strong technical rating with market outperformance. A clear trading range and defined support/resistance levels suggest a potential entry point for investors.
Implied Volatility Surging for Arcutis Biotherapeutics Stock Options
Implied volatility for Arcutis Biotherapeutics (ARQT) stock options, particularly the Mar 20, 2026 $7.5 Put, is currently surging, indicating that the market anticipates a significant price movement. Despite the company holding a Zacks Rank #4 (Sell), analysts have recently increased their earnings estimates for the current quarter. This suggests a potential trading opportunity, as options traders might look to sell premium on the high implied volatility.
Implied Volatility Surging for Arcutis Biotherapeutics Stock Options
Implied volatility for Arcutis Biotherapeutics (ARQT) stock options is surging, particularly for the Mar 20, 2026 $7.5 Put. This indicates that options traders anticipate a significant price movement for the stock. While analysts currently rate ARQT as a Zacks Rank #4 (Sell), the increased implied volatility suggests a potential trading opportunity, possibly for selling premium.
Why Arcutis Biotherapeutics (ARQT) Is Up 5.1% After Positive Infant Atopic Dermatitis Trial Results And What's Next
Arcutis Biotherapeutics (ARQT) experienced a 5.1% stock increase following positive Phase 2 trial results for ZORYVE cream 0.05% in infants with atopic dermatitis, demonstrating good tolerability and efficacy. This data reinforces ZORYVE's safety profile for younger patients and expands its potential reach within pediatric dermatology. While the infant data supports the investment narrative around ZORYVE as a multi-indication franchise, investors are also focusing on the drug's broader market uptake and upcoming PDUFA dates for other age groups.
Implied Volatility Surging for Arcutis Biotherapeutics Stock Options
Implied volatility is surging for Arcutis Biotherapeutics (ARQT) stock options, particularly for the Mar 20, 2026 $7.5 Put. This indicates that the market is expecting a significant price movement for the stock, possibly due to an upcoming event. Analysts currently rate Arcutis Biotherapeutics as a Zacks Rank #4 (Sell), but earnings estimates for the current quarter have seen a recent increase.
Arcutis ZORYVE Infant Data Adds New Dimension To Atopic Dermatitis Thesis
Arcutis Biotherapeutics reported positive Phase 2 topline results for its ZORYVE cream in infants with atopic dermatitis, showing a 58% EASI-75 response rate and a mild-to-moderate safety profile. This data expands ZORYVE's potential into a vulnerable pediatric population with limited non-steroidal treatment options. The company plans to file a supplemental New Drug Application in Q2 2026, which could strengthen the ZORYVE franchise despite revenue concentration risks.
Baron Health Care Fund: Expecting High Operating Margins for Arcutis Biotherapeutics (ARQT)
Baron Health Care Fund has added Arcutis Biotherapeutics (ARQT) to its portfolio, highlighting the biotechnology company's potential for high operating margins due to its dermatological treatments. The fund believes Zoryve, Arcutis's primary product, has strong market penetration and can achieve significant peak sales, contributing to the company's free cash flow positive status. Arcutis is seen as a strong investment within the healthcare sector as it offers attractive investment opportunities.
Arcutis Biotherapeutics Reports Inducement Grants Under Nasdaq Listing Rule 5635(c)(4)
Arcutis Biotherapeutics, Inc. has reported the grant of 94,000 restricted stock units to 12 new employees. These awards, approved by the Compensation Committee and granted under the 2022 Inducement Plan, serve as an inducement for employment in accordance with Nasdaq Listing Rule 5635(c)(4). The restricted stock units vest over four years, with 25% vesting annually, contingent on continuous employment.
Baron Health Care Fund is Expecting High Operating Margins for Arcutis Biotherapeutics (ARQT)
Baron Health Care Fund added Arcutis Biotherapeutics (ARQT) to its portfolio, noting its potential for high operating margins due to Zoryve cream and foam for dermatological conditions. The fund believes Arcutis Biotherapeutics could achieve over $3 billion in peak sales given moderate adoption and its 90% gross margins. While acknowledging ARQT's potential, the fund also highlighted that some AI stocks might offer faster and higher returns.
Arcutis Biotherapeutics Reports Inducement Grants Under Nasdaq Listing Rule
Arcutis Biotherapeutics announced inducement grants in accordance with Nasdaq Listing Rule. The report is brief, indicating that the grants are related to Reuters news and management of ARQT.
Biotech Arcutis hands 94,000 stock units to 12 recent hires
Arcutis Biotherapeutics (Nasdaq: ARQT) announced that it granted an aggregate of 94,000 restricted stock units to 12 newly hired employees on February 2, 2026. These inducement awards, approved under the 2022 Inducement Plan and disclosed per Nasdaq Listing Rule 5635(c)(4), will vest over four years, with 25% vesting annually subject to continuous employment. This aligns with Arcutis' strategy to attract talent and utilize equity-based compensation.
Larry Todd Edwards Sells 2,052 Shares of Arcutis Biotherapeutics (NASDAQ:ARQT) Stock
Larry Todd Edwards, an insider at Arcutis Biotherapeutics (NASDAQ:ARQT), sold 2,052 shares of the company's stock on February 2nd at an average price of $25.50, totaling $52,326. This transaction reduced his direct ownership by 1.36% to 148,865 shares. The sale follows a previous disposition of 29,131 shares in November, with the stock currently trading around $26.08 and analysts holding a "Moderate Buy" consensus rating.
Arcutis Biotherapeutics EVP Burnett sells $346,453 in stock By Investing.com
Patrick Burnett, EVP and Chief Medical Officer at Arcutis Biotherapeutics (NASDAQ: ARQT), sold 13,469 shares totaling $346,453 across two transactions in early February 2026. The sales included shares to cover tax obligations and those executed under a 10b5-1 trading plan. Following these transactions, Burnett retains 80,651 shares in the company.
Arcutis Biotherapeutics CEO Watanabe sells $505,709 in ARQT stock
Todd Watanabe, CEO of Arcutis Biotherapeutics (NASDAQ:ARQT), sold 19,833 shares totaling $505,709 to cover tax obligations related to vested Restricted Stock Units. Despite the sale, Watanabe directly owns 721,306 shares and indirectly holds more through various trusts and an LLC. The company has shown strong revenue growth and gross profit margins, with analysts maintaining a "strong buy" consensus, while the stock has seen significant price increases over the past year and six months.
Insider Sell: Howard Welgus Sells 10,000 Shares of Arcutis Bioth
Howard Welgus, a Director at Arcutis Biotherapeutics Inc (ARQT), sold 10,000 shares of the company on February 2, 2026. This transaction follows a pattern of significant insider selling over the past year, with 6 insider buys against 57 insider sells. Despite the selling activity, ARQT is considered Fairly Valued at $25.05 per share, with a price-to-GF-Value ratio of 0.93.
Arcutis Biotherapeutics EVP Burnett sells $346,453 in stock
Patrick Burnett, EVP and Chief Medical Officer at Arcutis Biotherapeutics, recently sold 13,469 shares of company stock for a total of $346,453 across two transactions in early February 2026. These sales included shares to cover tax obligations and sales executed under a 10b5-1 trading plan. Despite the insider sales, Arcutis has announced positive Phase 2 study results for ZORYVE, taken over direct sales for the product, and seen Mizuho raise its price target for the company.
Will Positive Infant Phase 2 ZORYVE Data Expand Arcutis Biotherapeutics' (ARQT) Atopic Dermatitis Narrative?
Arcutis Biotherapeutics (ARQT) has released positive Phase 2 study results for its ZORYVE cream in infants with atopic dermatitis, demonstrating good tolerability and efficacy. These results broaden ZORYVE's potential as a non-steroidal treatment across various age groups and inflammatory skin conditions, supporting the company's growth narrative. While the data strengthens Arcutis's position, the company still faces challenges including unprofitability, a high sales multiple, and recent insider selling.
Arcutis reports positive phase 2 data for roflumilast cream (ZORYVE) in infants with atopic dermatitis
Arcutis Biotherapeutics announced positive phase 2 data for its roflumilast cream (Zoryve) in infants aged 3 months to younger than 24 months with atopic dermatitis. The study, INTEGUMENT-INFANT, showed the cream was well-tolerated with a safety profile consistent with prior trials, and demonstrated significant improvement in disease severity over four weeks, with 58% of treated infants achieving EASI-75. This development offers hope for a non-steroidal treatment option for very young patients with limited current therapies for this chronic skin condition.
Arcutis reports positive phase 2 data for roflumilast cream (ZORYVE) in infants with atopic dermatitis
Arcutis Biotherapeutics announced positive topline results from its Phase 2 INTEGUMENT-INFANT study for ZORYVE (roflumilast) cream 0.05% in infants aged 3 months to under 24 months with atopic dermatitis. The study showed the topical therapy was well-tolerated with a safety profile consistent with previous trials and demonstrated improved disease severity over four weeks, with 58% of participants achieving EASI-75. These findings support ongoing clinical development for this nonsteroidal treatment option for very young patients.
Infant eczema cream helped 58% of patients in 4-week Arcutis study
Arcutis announced positive topline results from its INTEGUMENT-INFANT Phase 2 trial for ZORYVE cream 0.05% in infants with mild to moderate atopic dermatitis. The study showed that 58% of participants achieved EASI-75 at Week 4, and the cream was well tolerated with no new safety signals. Arcutis plans to submit a supplemental New Drug Application (sNDA) for this age group in Q2 2026.
Arcutis Biotherapeutics Reports Positive Phase 2 Results for ZORYVE Cream 0.05% in Infants with Atopic Dermatitis
Arcutis Biotherapeutics announced positive Phase 2 results for their ZORYVE cream 0.05% in treating atopic dermatitis in infants aged 3 to less than 24 months, showing significant efficacy and a favorable safety profile. The study found that 58% of participants achieved a 75% improvement in eczema severity by Week 4, with the cream being well-tolerated. Arcutis plans to submit a supplemental New Drug Application for this age group in Q2 2026, highlighting the potential for ZORYVE to become a crucial treatment option for young patients.
Tejara Capital Ltd Sells 352,878 Shares of Arcutis Biotherapeutics, Inc. $ARQT
Tejara Capital Ltd has significantly reduced its stake in Arcutis Biotherapeutics (NASDAQ:ARQT) by 40.4%, selling over 350,000 shares, though it still holds a substantial position. Insider selling has also occurred recently, with directors and insiders selling shares worth millions. Despite these sales, Wall Street analysts maintain a "Moderate Buy" consensus rating with a target price of $29.20, while acknowledging mixed individual opinions.
Arcutis Biotherapeutics announces termination of promotion agreement with Kowa
Arcutis Biotherapeutics (ARQT) has announced the mutual termination of its promotion agreement with Kowa Pharmaceuticals America, effective January 23, 2026. This agreement covered the sales and promotion of ZORYVE to primary care physicians and pediatricians in the United States. Arcutis will now take over these responsibilities and will provide further updates during its Q4 earnings call on February 25, 2026.
(ARQT) Volatility Zones as Tactical Triggers
This article analyzes Arcutis Biotherapeutics Inc. (ARQT) using AI models to provide strategic trading insights. It highlights a positive near-term sentiment while noting a weak mid-term outlook within a long-term bullish trend. The analysis offers specific entry, target, and stop-loss zones for position, momentum, and risk-hedging strategies, emphasizing a significant risk-reward short setup.
Arcutis Biotherapeutics (ARQT) Takes Over ZORYVE Promotion
Arcutis Biotherapeutics (ARQT) is taking direct control of ZORYVE's sales and marketing efforts after ending its partnership with Kowa Pharmaceuticals America. The company, which specializes in immune-mediated dermatological diseases, is expanding its dermatology-focused sales team to independently promote ZORYVE. While Arcutis shows strong liquidity, it faces challenges with profitability, indicated by negative EPS and return metrics, alongside concerns about potential financial manipulation and high stock volatility.
Arcutis terminates promotion agreement with Kowa for ZORYVE
Arcutis Biotherapeutics, Inc. (NASDAQ:ARQT) has mutually terminated its promotion agreement with Kowa Pharmaceuticals America for ZORYVE, a topical treatment for inflammatory skin conditions. Arcutis will now take over all sales and promotion activities for ZORYVE to primary care physicians and pediatricians in the U.S., with no further payments required to Kowa. The company expects this change to have no negative impact on its 2026 net product sales guidance and maintains a strong financial position, as it prepares to finalize its new promotion strategy.
Arcutis to sell ZORYVE to primary care docs itself after Kowa exit
Arcutis Biotherapeutics announced the mutual termination of its promotion agreement with Kowa Pharmaceuticals America for ZORYVE to primary care physicians and pediatricians. Arcutis will now assume responsibility for these sales and promotions, expecting to remain cash flow neutral and not negatively impact its 2026 net product sales guidance. Further details will be provided during the Q4 earnings call on February 25, 2026.
Arcutis Biotherapeutics, Inc. (NASDAQ:ARQT) Given Average Rating of "Moderate Buy" by Analysts
Arcutis Biotherapeutics (NASDAQ:ARQT) has received a consensus "Moderate Buy" rating from analysts, with an average 1-year price target of $29.00, following several recent target increases by firms like Mizuho and Goldman Sachs. Despite beating EPS and revenue expectations last quarter, the company reported negative net margin and return on equity, and there has been significant insider selling activity totaling $7.89 million over the past three months.
Patient Survey on Steroid Concerns Could Be A Game Changer For Arcutis Biotherapeutics (ARQT)
Arcutis Biotherapeutics released survey results highlighting patient concerns about steroid side effects and interest in non-steroidal treatments for dermatological conditions. This reinforces the company's focus on chronic, non-steroidal, proactive care, shaping its long-term investment narrative rather than serving as an immediate financial catalyst. While the survey strengthens the long-term outlook, investors should also consider execution on label expansions, physician uptake, Q4 2025 results, and recent insider selling, especially given the company's unprofitability and rich valuation.
Jennison Associates LLC Has $230.99 Million Stake in Arcutis Biotherapeutics, Inc. $ARQT
Jennison Associates LLC significantly increased its stake in Arcutis Biotherapeutics (NASDAQ:ARQT) by 10.3% in the third quarter, now holding 10.22% of the company, valued at approximately $230.99 million. Despite this institutional confidence, company insiders have sold a substantial amount of shares, reducing their direct holdings. Arcutis Biotherapeutics reported better-than-expected Q3 earnings with $99.2 million revenue and $0.06 EPS, though it remains unprofitable, and analysts maintain a "Moderate Buy" rating with a $29 price target.
Is It Time To Reassess Arcutis Biotherapeutics (ARQT) After A 96% One Year Rally?
Arcutis Biotherapeutics (ARQT) has seen a significant 96% rally over the past year, prompting an assessment of its current valuation. A Discounted Cash Flow (DCF) analysis suggests the stock is undervalued by 56.7% with a fair value of $61.51 per share, based on projected free cash flows. However, its Price-to-Sales (P/S) ratio of 10.27x, slightly above the estimated "Fair Ratio" of 9.87x, indicates it might be slightly overvalued on that metric.
Arcutis To Present At Guggenheim Emerging Outlook Biotech Summit; Report Q4 Results In Feb
Arcutis Biotherapeutics, Inc. is set to announce its Q4 and full-year 2025 financial results on February 25, 2026, and will participate in the Guggenheim Emerging Outlook: Biotech Summit on February 11, 2026. The company's lead product, ZORYVE (roflumilas), has shown strong commercial momentum with multiple indications and formulations for chronic inflammatory skin diseases, including ongoing FDA decisions and phase 2 studies for new applications. Arcutis also reported a significant increase in product revenue for the first nine months of 2025 and provided an optimistic net product revenue outlook for 2026.
Arcutis To Present At Guggenheim Emerging Outlook Biotech Summit; Report Q4 Results In Feb
Arcutis Biotherapeutics will announce its financial results for Q4 and full year 2025 on February 25, 2026, and will participate in the Guggenheim Emerging Outlook: Biotech Summit on February 11, 2026. The company's lead product, ZORYVE, a treatment for chronic inflammatory skin diseases, continues to show commercial momentum, with expansion efforts for pediatric use and exploration into new indications. Arcutis anticipates strong net product revenue for the full year 2026, building on significant growth in 2025.
Why 9 in 10 patients on steroid creams fear their skin treatment
A nationwide survey by Arcutis Biotherapeutics revealed that 88% of adults and 91% of parents are concerned about topical steroid side effects for chronic inflammatory skin conditions. The survey highlighted that 72% of adults and 80% of children experience uncontrolled disease at least monthly, and only 20% of adults are fully confident in their current treatments. These findings underscore the need for proactive, long-term, non-steroidal treatment options to manage these conditions and address the significant emotional and social burden faced by patients.
Arcutis Biotherapeutics (ARQT) Is Down 11.8% After Dermatology Pipeline Expansion Update - Has The Bull Case Changed?
Arcutis Biotherapeutics experienced an 11.8% stock drop following an update on its dermatology pipeline. The company is expanding the uses of its drug ZORYVE into vitiligo and hidradenitis suppurativa, launching a new candidate ARQ-234 for atopic dermatitis, and moving towards positive cash flows to fund future research. This strategy aims to diversify its portfolio beyond a single product, though ZORYVE still presents concentration risks and is key to future revenue and project advancement.
Price-Driven Insight from (ARQT) for Rule-Based Strategy
This article provides a price-driven analysis for Arcutis Biotherapeutics Inc. (ARQT), highlighting weak near and mid-term sentiment but a strong long-term outlook. It details three AI-generated trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—along with multi-timeframe signal analysis, including support and resistance levels. The analysis points to an exceptional 56.5:1 risk-reward setup for long-term positions.
Arcutis Biotherapeutics (NASDAQ:ARQT) Shares Unloaded Rep. Gilbert Ray Cisneros, Jr.
Representative Gilbert Ray Cisneros, Jr. sold between $1,001 and $15,000 worth of Arcutis Biotherapeutics (NASDAQ:ARQT) stock on December 11th, according to a recent disclosure. The sale occurred in his "150 MAIN STREET TRUST > BANK OF AMERICA" account. Despite this insider sale, Arcutis shares recently traded up 2.6% after the company reported a quarterly EPS beat and higher-than-expected revenue.
Arcutis Biotherapeutics (NASDAQ:ARQT) Trading Down 7.3% - Here's What Happened
Arcutis Biotherapeutics (NASDAQ:ARQT) saw its stock price drop 7.3% during Monday's mid-day trading, closing at $26.15 with significantly lower than average trading volume. Despite beating revenue and EPS estimates in the last quarter, the company remains unprofitable, holding a "Moderate Buy" analyst consensus with an average price target of $29.00. Insider selling of shares totaling approximately $7.9 million was also reported over the past 90 days.
Skin drug maker maps 2026 plans, from infant trials to $470M sales
Arcutis (ARQT) has outlined its strategic priorities for 2026, focusing on expanding the market presence of its drug ZORYVE and advancing its pipeline. The company projects ZORYVE net product sales of $455–$470 million for the year and intends to grow its dermatology sales force by approximately 20%. Key milestones include Phase 2 results for ZORYVE in infants, an sNDA submission, and an FDA PDUFA target action date for pediatric plaque psoriasis.
