Tarsus (NASDAQ: TARS) ex-officer plans sale of 53K shares
A former officer of Tarsus Pharmaceuticals, Aziz A. Mottiwala, plans to sell 53,043 shares of common stock, valued at approximately $3.8 million. The sale is connected to a stock option exercise and will be handled by Fidelity Brokerage Services LLC. This information was disclosed in a Form 144 SEC filing.
TimesSquare Capital Management LLC Takes $23.25 Million Position in Tarsus Pharmaceuticals, Inc. $TARS
TimesSquare Capital Management LLC has acquired a new stake of $23.25 million in Tarsus Pharmaceuticals, Inc., purchasing 369,377 shares, representing a 0.86% ownership. Institutional investors now collectively own approximately 90.01% of the company, which holds a "Moderate Buy" consensus rating from analysts with an average price target of $90.50. Despite reporting quarterly revenue ahead of estimates at $173.91 million, Tarsus Pharmaceuticals experienced a wider-than-expected loss of $0.43 per share.
Tarsus Pharmaceuticals (TARS) Shares Just Moved, What Is Behind The Attention?
Tarsus Pharmaceuticals (TARS) shares have seen positive movement following its Q2 2026 earnings report, which indicated higher revenue, a reduced net loss, and an increased full-year sales outlook for XDEMVY. The company is currently considered 25% undervalued with a fair value of $94.11 per share, driven by anticipated revenue expansion and margin improvements, alongside pipeline diversification efforts. Investors are encouraged to analyze the company's financial data and consider potential risks associated with its reliance on XDEMVY and ongoing high costs.
Tarsus Pharmaceuticals (TARS) Shares Just Moved, What Is Behind The Attention?
Tarsus Pharmaceuticals (TARS) shares have recently gained investor attention following its strong Q2 2026 earnings report, which showed increased revenue and a higher sales outlook for XDEMVY. Despite a year-to-date share price decline, the stock has seen positive short-term returns. Analysts suggest Tarsus Pharmaceuticals is currently undervalued by 25%, with a fair value of $94.11 per share, driven by anticipated revenue growth and pipeline expansion.
Why Tarsus Pharmaceuticals (TARS) Is Up 6.8% After Raising XDEMVY 2026 Sales Guidance - And What's Next
Tarsus Pharmaceuticals (TARS) saw its stock rise by 6.8% after reporting strong Q2 2026 results and raising its 2026 XDEMVY net product sales guidance to US$685 million–US$705 million. This increased confidence in XDEMVY's commercial trajectory supports the company's near-term revenue, though risks related to single-product dependence and high SG&A remain. Analysts are now evaluating whether this guidance shift reinforces bullish views or prompts a re-evaluation of risks.
Why Tarsus Pharmaceuticals (TARS) Is Up 6.8% After Raising XDEMVY 2026 Sales Guidance - And What's Next
Tarsus Pharmaceuticals (TARS) saw its stock rise 6.8% after reporting strong Q2 2026 results, with revenue up and net loss narrowing. The company also significantly raised its 2026 XDEMVY net product sales guidance to US$685 million–US$705 million, reflecting increased confidence in the product's market trajectory. This revised guidance reinforces XDEMVY's central role in the company's growth but highlights risks associated with single-product dependence and high SG&A spend.
Why Tarsus Pharmaceuticals (TARS) Is Up 6.8% After Raising XDEMVY 2026 Sales Guidance - And What's Next
Tarsus Pharmaceuticals (TARS) saw its stock rise by 6.8% after reporting strong second-quarter 2026 results and raising its 2026 XDEMVY net product sales guidance to US$685 million–US$705 million. This increase signals management's confidence in XDEMVY's commercial trajectory, though the company still faces risks associated with single-product dependence and high SG&A costs. Analysts project significant revenue and earnings growth for Tarsus by 2029, with some anticipating a fair value upside.
Tarsus Pharmaceuticals, Inc. (NASDAQ:TARS) Given Consensus Rating of "Moderate Buy" by Brokerages
Tarsus Pharmaceuticals (NASDAQ:TARS) has received a "Moderate Buy" consensus rating from brokerages, with an average 12-month price target of $90.50, significantly higher than its current share price of $69.20. The company recently reported quarterly revenue of $173.91 million, surpassing estimates, but its loss per share of $0.43 was wider than expected. Insiders have sold a notable amount of shares, while institutional investors hold a substantial 90.01% of the company's stock.
Tarsus Pharmaceuticals (TARS) Stock Looks Reasonable On Sales While Earnings Stay Weak
Tarsus Pharmaceuticals (TARS) stock has shown a significant 3-year return but appears undervalued according to broader valuation checks. The company's P/S ratio of 5.0x is in line with the industry average and below its peer group, suggesting attractive pricing despite ongoing losses. News of acquisitions and pipeline expansion could support future cash flow, but investors need to consider execution risks and funding needs.
Janus Henderson Group Ltd. (TARS) discloses 6.5% beneficial stake in Tarsus
Janus Henderson Group Ltd. has disclosed a 6.5% beneficial ownership stake in Tarsus Pharmaceuticals, Inc., totaling 2,808,796 shares of common stock. This ownership is held through its affiliated asset managers via Managed Portfolios, where they exercise investment and voting discretion. The filing indicates shared voting and dispositive power for these shares, with no individual Managed Portfolio owning more than 5% of Tarsus common stock.
Mizuho Securities Maintains Tarsus Pharmaceuticals(TARS.US) With Buy Rating, Maintains Target Price $100
Mizuho Securities analyst Graig Suvannavejh has reiterated a Buy rating for Tarsus Pharmaceuticals (TARS.US), maintaining a target price of $100. According to TipRanks data, Suvannavejh has a 52.0% success rate and a 24.3% average return over the past year. The information is provided for informational purposes and does not constitute an investment recommendation.
Oppenheimer Adjusts PT on Tarsus Pharmaceuticals to $100 From $97, Keeps Outperform Rating
Oppenheimer has increased its price target for Tarsus Pharmaceuticals (TARS) to $100 from $97, while maintaining an "Outperform" rating on the stock. This adjustment comes amidst recent company activities including an acquisition agreement with Alkeus Pharmaceuticals and Q2 2026 earnings results. Mizuho also recently adjusted its price target for Tarsus Pharmaceuticals.
Tarsus Pharmaceuticals Announces Oversubscribed $125.0 Million Private Placement Equity Financing
Tarsus Pharmaceuticals announced an oversubscribed $125.0 million private placement equity financing through a PIPE agreement. The financing includes participation from existing investors of Alkeus Pharmaceuticals, which Tarsus is acquiring, as well as new and existing Tarsus investors. The proceeds are intended to fund clinical development, commercial activities, and general corporate purposes, with the closing expected on August 7, 2026.
Tarsus Pharmaceuticals (TARS) Lifts XDEMVY Guidance Following Earnings But Is The Stock Already Priced In
Tarsus Pharmaceuticals (TARS) reported strong Q2 2026 revenues of $173.91 million and raised its full-year XDEMVY sales guidance, suggesting significant commercial momentum. Despite recent stock gains, Simply Wall St's analysis indicates the stock might still be 31.2% undervalued with a fair value of $94.11 per share. However, this positive outlook depends heavily on continued XDEMVY performance and its impact on long-term profitability.
Why Tarsus Pharmaceuticals (TARS) Is Up 9.7% After Raising XDEMVY 2026 Sales Guidance And Acquiring Alkeus
Tarsus Pharmaceuticals (TARS) saw its stock rise by 9.7% after reporting strong Q2 revenue of US$173.91 million and raising its full-year 2026 XDEMVY net product sales guidance to US$685 million–US$705 million. The company also announced the acquisition of Alkeus Pharmaceuticals, adding a late-stage asset for Stargardt disease to its ophthalmology pipeline, diversifying beyond its single-drug dependency. While the raised guidance reinforces short-term prescription momentum, analysts note continued risks related to payer pressure, reimbursement, and the costs associated with the new acquisition.
Why Tarsus Pharmaceuticals (TARS) Is Up 9.7% After Raising XDEMVY 2026 Sales Guidance And Acquiring Alkeus
Tarsus Pharmaceuticals (TARS) saw a 9.7% stock increase after reporting strong Q2 revenue and raising its full-year 2026 XDEMVY sales guidance to US$685 million–US$705 million. The company also acquired Alkeus Pharmaceuticals, adding gildeuretinol for Stargardt disease to its ophthalmology pipeline, which diversifies its assets but also brings additional R&D costs. Despite the positive outlook for XDEMVY and the acquisition, the company still faces risks related to its reliance on a single product and potential payer pressure on margins.
Tarsus Pharmaceuticals (NASDAQ:TARS) Issues Earnings Results
Tarsus Pharmaceuticals (NASDAQ:TARS) reported its latest earnings, missing analyst expectations on EPS with a loss of $0.43 per share against an estimated loss of $0.19, despite exceeding revenue forecasts with $173.91 million. The company announced a significant acquisition of Alkeus Pharmaceuticals for up to $800 million, expanding its pipeline into Stargardt disease therapy. While XDEMVY sales showed strong growth and guidance was raised, increased R&D spending and acquisition costs could delay projected profitability.
Tarsus Pharmaceuticals, Inc. 2026 Q2 - Results - Earnings Call Presentation (NASDAQ:TARS) 2026-08-06
Tarsus Pharmaceuticals, Inc. (TARS) published its Q2 2026 earnings call presentation on August 6, 2026. The company reported an EPS of -$0.43, missing estimates by $0.23, while revenue reached $173.91M, beating expectations by $4.40M and showing a 69.41% year-over-year increase. This article includes the slide deck from the earnings call.
Press Release: Tarsus Pharmaceuticals Announces Oversubscribed $125.0 Million Private Placement Equity Financing
Tarsus Pharmaceuticals announced an oversubscribed private placement equity financing of $125.0 million. The financing is led by new and existing institutional investors, including Fidelity Management & Research Company LLC, RA Capital Management, and Eventide Asset Management. The proceeds are intended to fund the continued clinical development and commercialization of TP-03 and for other general corporate purposes.
Latham & Watkins Advises Alkeus Pharmaceuticals on Acquisition by Tarsus Pharmaceuticals
Latham & Watkins LLP advised Alkeus Pharmaceuticals on its acquisition by Tarsus Pharmaceuticals, Inc. The deal, announced on July 31, 2026, involves Tarsus acquiring Alkeus, a privately held retinal disease-focused biotechnology company developing gildeuretinol (ALK-001) for Stargardt disease. A comprehensive legal team from Latham & Watkins, led by partners Scott Shean, Andrew Clark, and Shannon Cheng, provided counsel across various specializations for the transaction.
Tarsus Pharmaceuticals, Inc. Stock 12‑Month Price Target Cut to $93.57, Implies 53% Upside
The average 12-month price target for Tarsus Pharmaceuticals, Inc. stock has been slightly reduced from $94.22 to $93.57 by seven analysts, with forecasts ranging from $84 to $104 per share. This new target implies a potential upside of approximately 53% from its closing price on August 5. The consensus rating among these analysts remains a "Buy."
Tarsus Pharmaceuticals Announces Oversubscribed $125.0 Million Private Placement Equity Financing
Tarsus Pharmaceuticals announced an oversubscribed $125.0 million private placement equity financing through a PIPE agreement. The financing includes participation from existing investors of Alkeus Pharmaceuticals, which Tarsus is in the process of acquiring, as well as new and existing Tarsus investors. The proceeds will fund clinical development, commercial activities, and general corporate purposes.
Tarsus to purchase Alkeus Pharmaceuticals
Tarsus Pharmaceuticals plans to acquire Alkeus Pharmaceuticals, including its late-stage investigational therapy for Stargardt disease, gildeuretinol acetate (ALK-001). The deal involves an estimated $450 million upfront consideration in cash and stock, plus potential future milestones and royalties. ALK-001 has received multiple FDA designations and shown promising results in clinical trials for slowing retinal lesion growth in Stargardt disease.
Tarsus Pharmaceuticals, Inc. Stock 12‑Month Price Target Cut to $93.57, Implies 53% Upside
Tarsus Pharmaceuticals, Inc.'s average 12-month stock price target has been lowered slightly from $94.22 to $93.57 by 7 analysts, with individual forecasts ranging from $84 to $104 per share. Based on the August 5th closing price, this updated target suggests a potential upside of approximately 53%. The consensus rating from all 7 analysts remains a "Buy."
Tarsus Pharmaceuticals, Inc. (TARS) Reports Q2 Loss, Tops Revenue Estimates
Tarsus Pharmaceuticals (TARS) reported a Q2 loss of $0.43 per share, exceeding the Zacks Consensus Estimate of a $0.21 loss, but surpassed revenue expectations with $173.91 million. Despite consistently beating revenue estimates, the stock has underperformed the S&P 500 year-to-date, and its current Zacks Rank #4 (Sell) suggests potential future underperformance. The company's earnings outlook and industry trends will be key factors for investors moving forward.
Tarsus Pharmaceuticals, Inc.
Tarsus Pharmaceuticals announced its plan to acquire Alkeus Pharmaceuticals in a deal valued at up to $800 million. This acquisition will expand Tarsus's eye disease pipeline by adding an experimental oral therapy for a rare inherited retinal disorder for which there is currently no approved U.S. treatment. The deal is structured as a cash-and-stock transaction.
Tarsus to Raise About $125M, Selling Stock at $56 a Share
Tarsus Pharmaceuticals announced an oversubscribed private placement (PIPE) expected to generate approximately $125.0 million in gross proceeds. The company will sell 2,098,519 shares of common stock at $56.00 per share and pre-funded warrants for 133,625 shares. The financing includes participation from both existing and new institutional investors, with closing anticipated on August 7, 2026.
Tarsus pays $450M for Alkeus and its ph. 3 retinal disease drug
Tarsus Pharmaceuticals has acquired Alkeus Pharmaceuticals for $450 million, securing gildeuretinol, a phase 3 retinal disease drug for Stargardt disease. The deal, comprising cash and stock, also includes potential milestone payments and aims to expand Tarsus's ophthalmology portfolio. Gildeuretinol, if approved, could address a significant unmet medical need for Stargardt disease, an inherited vision-loss condition.
Tarsus to report Q2 2026 results on August 6
Tarsus Pharmaceuticals, Inc. will host a live webcast on August 6, 2026, to report its second-quarter 2026 financial results and provide a corporate update. The event is scheduled for 5:00 a.m. PT / 8:00 a.m. ET, with a recording available for 90 days. The company will discuss its operational and financial performance, including advancements in its pipeline such as FDA-approved XDEMVY and Phase 2 candidates TP-04 and TP-05.
Tarsus Pharmaceuticals to report Q2 2026 financial results on August 6
Tarsus Pharmaceuticals will host a live webcast on August 6, 2026, to discuss its second-quarter financial results and provide a corporate update. The webcast, scheduled for 5:00 a.m. PT / 8:00 a.m. ET, will offer insights into the company's progress, including its FDA-approved XDEMVY® and various Phase 2 candidates in development. A recorded version will be available on their website for 90 days for investors and stakeholders.
Tarsus Pharmaceuticals to report Q2 2026 results, host webcast
Tarsus Pharmaceuticals is scheduled to report its second-quarter 2026 financial results on Thursday, August 6, 2026. The company will also host a live webcast at 5:00 a.m. PT / 8:00 a.m. ET on the same day to discuss the results. This news brief was generated by Public Technologies (PUBT) using AI, based on original content from Tarsus Pharmaceuticals Inc. via GlobeNewswire.
Tarsus to Report Second Quarter 2026 Financial Results on Thursday, August 6, 2026
Tarsus Pharmaceuticals, Inc. (NASDAQ: TARS) announced it will host a live webcast on Thursday, August 6, 2026, at 5:00 a.m. PT / 8:00 a.m. ET to report its second quarter 2026 financial results and provide a corporate update. The company is focused on revolutionizing patient treatment, particularly in eye care, with FDA-approved XDEMVY® for Demodex blepharitis and other therapies in development for ocular rosacea, Lyme disease prevention, and ocular antiseptic use. A recorded version of the webcast will be available on their website.
Tarsus to Report Second Quarter 2026 Financial Results on Thursday, August 6, 2026
Tarsus Pharmaceuticals, Inc. announced it will report its second-quarter 2026 financial results and provide a corporate update via a live webcast on Thursday, August 6, 2026, at 5:00 a.m. PT / 8:00 a.m. ET. A recorded version of the webcast will be available on the company's website for approximately 90 days following the event. Tarsus is focused on revolutionizing patient treatment, particularly in eye care, and has an FDA-approved product, XDEMVY, along with a pipeline of other therapeutic candidates.
Tarsus Pharmaceuticals to Host Second Quarter 2026 Financial Results Webcast and Corporate Update
Tarsus Pharmaceuticals, Inc. announced it will host a live webcast on August 6, 2026, at 5:00 a.m. PT to discuss its second-quarter 2026 financial results and provide a corporate update. The company focuses on innovative treatments in eye care, dermatology, and infectious diseases, with its FDA-approved product XDEMVY® for Demodex blepharitis and other candidates in development. The announcement also includes details on recent insider trading activity, hedge fund movements, and analyst price targets for TARS stock.
The Bull Case For Tarsus Pharmaceuticals (TARS) Could Change Following Sharp EPS Estimate Cuts Amid Rising Sales
Tarsus Pharmaceuticals (TARS) is facing significantly lowered consensus earnings-per-share estimates and a low analyst ranking despite projected year-over-year revenue increases. This situation creates tension between top-line growth and concerns about near-term earnings, prompting a re-evaluation of its long-term investment narrative. The company's XDEMVY product's international approval milestone and rising sales are supporting revenue, but high SG&A and a leadership transition are impacting profitability expectations.
The Bull Case For Tarsus Pharmaceuticals (TARS) Could Change Following Sharp EPS Estimate Cuts Amid Rising Sales
Tarsus Pharmaceuticals (TARS) is facing significantly lowered consensus earnings-per-share (EPS) estimates and a low analyst ranking ahead of its June 2026 quarterly results, despite projected year-over-year revenue increases. This tension between growing sales and weakening profit expectations raises questions about the company's long-term investment narrative, which relies on the success of its product XDEMVY and future pipeline expansion. While international contributions and rising XDEMVY sales are expected to support the top line, concerns remain about high commercial spending and an interim commercial leadership transition impacting earnings.
Tarsus Pharmaceuticals Is Maintained at Outperform by Mizuho
Mizuho has reiterated its "Outperform" rating for Tarsus Pharmaceuticals. This indicates a positive outlook from the analyst firm regarding the company's stock performance. The report suggests continued confidence in Tarsus Pharmaceuticals' prospects.
TARS Maintained by Mizuho -- Price Target Lowered to $98.00
Mizuho has maintained an "Outperform" rating for Tarsus Pharmaceuticals (TARS) but lowered its price target to $98.00 from $100.00. While GuruFocus's GF Value suggests the stock is significantly undervalued, the company exhibits low profitability and negative insider activity, prompting caution for investors despite analyst optimism for long-term prospects.
TARSUS PHARMACEUTICALS INC : MIZUHO CUTS TARGET PRICE TO $98 FROM $100
Mizuho has reduced its target price for Tarsus Pharmaceuticals Inc. (TARS.O) from $100 to $98. This financial adjustment was reported by Reuters on July 31, 2026. The article notes that the content reflects the author's opinion and is not investment advice.
Mizuho Trims Price Target on Tarsus Pharmaceuticals to $98 From $100, Keeps Outperform Rating
Mizuho has adjusted its price target for Tarsus Pharmaceuticals (TARS) from $100 to $98, while maintaining an Outperform rating on the stock. This revision comes after the company's recent earnings report. The firm highlighted that the Q2 report showed a notable increase in Xdemvy scripts, contributing to the strong uptake and 24% beat in sales expectations.
Tarsus Pharmaceuticals (TARS) Could Be 38% Undervalued Following Cautious Earnings Expectations
Tarsus Pharmaceuticals (TARS) is heading into its quarterly report with expectations of a loss but higher revenue. Despite a 27.6% year-to-date share price decline, the company is considered 37.8% undervalued with a fair value of $94.11, based on rapid revenue expansion, anticipated profitability shifts, and future valuation multiples driven by strong adoption of XDEMVY. Investors are advised to review the underlying data due to appealing growth narratives and clear risk factors.
Tarsus Pharmaceuticals, Inc. (TARS) May Report Negative Earnings: Know the Trend Ahead of Q2 Release
Tarsus Pharmaceuticals, Inc. (TARS) is projected to report a year-over-year increase in earnings and higher revenues for Q2 2026, though a negative Earnings ESP and Zacks Rank #4 suggest it might not beat consensus EPS estimates. Analysts have become more bearish on the company's prospects, revising the consensus EPS estimate significantly lower in the last 30 days. Investors are advised to consider other factors alongside these indicators when evaluating the stock.
TARS Stock Drops After Culper Research Accuses Tarsus Of Illegal Medicare Copay Scheme
Shares of Tarsus Pharmaceuticals (TARS) fell about 5% after Culper Research accused the company of using an illegal Medicare copay scheme to boost sales of its product, XDEMVY. Culper claims Tarsus inflates its total addressable market and will miss 2026 guidance. Retail traders, however, have questioned Culper's past short-selling record, noting previous calls on Praxis Precision and Axsome Therapeutics that were later proven wrong.
Tarsus Pharmaceuticals, Inc. Revenue Breakdown – NASDAQ:TARS
Tarsus Pharmaceuticals, Inc. (TARS) generated $451.36 million USD in revenue last year, primarily from its Therapeutics segment. This represents a significant increase from the previous year's $182.95 million USD. The entire revenue for the company came from the United States market.
Tarsus Pharmaceuticals Inc (TARS) Revenue Breakdown: Business Segments, Regional Revenue & Profit Contribution
This article provides a revenue breakdown for Tarsus Pharmaceuticals Inc (TARS), focusing on business segments and regional contributions. It indicates that relevant financial data for FY2025Q3, including revenue proportion, has not yet been disclosed by the company. The listed "Product" segment shows a revenue of 118.70M USD with a 0.00% proportion, suggesting this information is placeholder or incomplete.
How Tarsus Pharmaceuticals Inc. (TARS) Affects Rotational Strategy Timing
This article analyzes Tarsus Pharmaceuticals Inc. (TARS) through the lens of quantitative research and AI models to provide insights for rotational strategy timing. It identifies a neutral sentiment in the near term, a mid-channel oscillation pattern, and highlights an exceptional risk-reward setup. The analysis offers specific trading strategies for different risk profiles, including position trading, momentum breakout, and risk hedging.
How Tarsus Pharmaceuticals Inc. (TARS) Affects Rotational Strategy Timing
This article analyzes Tarsus Pharmaceuticals Inc. (TARS) using AI models to determine its effect on rotational strategy timing. It highlights a neutral near-term sentiment that could mitigate mid-term weakness, an 80.1:1 risk-reward setup, and provides three distinct trading strategies for various risk profiles. The analysis also includes multi-timeframe signal analysis with support and resistance levels.
Guggenheim cuts Tarsus Pharmaceuticals stock price target to $89
Guggenheim has lowered its price target for Tarsus Pharmaceuticals (NASDAQ: TARS) to $89 from $90, while maintaining a Buy rating. The company's Xdemvy launch is supported by strong sales and marketing, leading to significant prescription growth and revenue momentum. Tarsus also recently acquired iRenix Medical to expand its ocular portfolio, a move followed by H.C. Wainwright reiterating a Buy rating.
Guggenheim cuts Tarsus Pharmaceuticals stock price target to $89 By Investing.com
Guggenheim lowered its price target for Tarsus Pharmaceuticals (NASDAQ:TARS) to $89 from $90, while maintaining a Buy rating. The firm noted strong sales force support for the Xdemvy launch, an extensive direct-to-consumer campaign, and consistent growth in prescriptions. Tarsus also recently acquired iRenix Medical for approximately $75 million, expanding its portfolio.
Tarsus Pharmaceuticals Announces Executive Leadership Transition as Company Advances Next Phase of Growth
Tarsus Pharmaceuticals announced that Chief Commercial Officer Aziz Mottiwala is departing to become CEO of a public medical device company. Neera Clase, Senior Vice President of Market Access, will assume the role of Interim Chief Commercial Officer. This transition occurs as Tarsus enters a new growth phase, following the successful commercialization of XDEMVY and the acquisition of iRenix Medical, Inc., strengthening its position in the eye care market.
