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Assessing Tarsus Pharmaceuticals (TARS) Valuation After New TP-05 Phase 2b Lyme Disease Trial Update

https://simplywall.st/stocks/us/pharmaceuticals-biotech/nasdaq-tars/tarsus-pharmaceuticals/news/assessing-tarsus-pharmaceuticals-tars-valuation-after-new-tp/amp
Tarsus Pharmaceuticals (TARS) recently updated investors on its Phase 2b trial for TP-05, an oral tablet for Lyme disease prevention. Despite a year-to-date share price decrease of 21.41%, the stock has seen a 1-year total shareholder return of 47.73% and is considered 33.3% undervalued by a popular narrative, with a fair value target of $95.11 against its current $63.48. The company's future growth hinges on the continued traction of XDEMVY and efficient conversion of revenue into profit.

Assessing Tarsus Pharmaceuticals (TARS) Valuation After New TP-05 Phase 2b Lyme Disease Trial Update

https://simplywall.st/stocks/us/pharmaceuticals-biotech/nasdaq-tars/tarsus-pharmaceuticals/news/assessing-tarsus-pharmaceuticals-tars-valuation-after-new-tp
Tarsus Pharmaceuticals (TARS) is in focus after providing an update on its Phase 2b trial for TP-05, a potential Lyme disease preventative. Despite a year-to-date dip, the stock shows strong long-term returns and is considered 33.3% undervalued at its current price of $63.48, against a narrative fair value of $95.11. The valuation hinges on the continued success and adoption of its product XDEMVY, with potential risks tied to high SG&A and product concentration.

John Cena hops into the ring to fight demodex blepharitis for Tarsus Pharmaceuticals

https://www.mmm-online.com/news/john-cena-hops-into-the-ring-to-fight-demodex-blepharitis-for-tarsus-pharmaceuticals/
Tarsus Pharmaceuticals has partnered with retired professional wrestler John Cena for its latest direct-to-consumer advertising campaign for Demodex blepharitis. Cena, who personally suffers from the condition and uses Tarsus's FDA-approved treatment Xdemvy, aims to raise awareness and encourage diagnosis and treatment for the estimated 25 million Americans affected. The campaign leverages Cena's trusted image and personal experience to make education about this often-undiagnosed eyelid disease relatable and emphasize the scientific backing of the treatment.

Precision Trading with Tarsus Pharmaceuticals Inc. (TARS) Risk Zones

https://news.stocktradersdaily.com/news_release/22/Precision_Trading_with_Tarsus_Pharmaceuticals_Inc._TARS_Risk_Zones_051626121002_1778904602.html
This article from Stock Traders Daily provides a detailed analysis of Tarsus Pharmaceuticals Inc. (TARS), highlighting near-term strong sentiment transitioning to mid-term neutrality and long-term positive bias. It presents 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 also warns of elevated downside risk due to the absence of additional long-term support signals.

Did Tarsus’ (TARS) Surge in Q1 Revenue and Narrower Loss Just Shift Its Investment Narrative?

https://www.sahmcapital.com/news/content/did-tarsus-tars-surge-in-q1-revenue-and-narrower-loss-just-shift-its-investment-narrative-2026-05-14
Tarsus Pharmaceuticals (TARS) reported a significant surge in Q1 2026 revenue to US$162.05 million and a reduced net loss of US$6.97 million, compared to US$78.34 million a year earlier. This stronger performance, largely driven by XDEMVY sales, suggests improving operating leverage and may lead investors and analysts to reassess the company's growth trajectory and future profitability. While the strong quarter reinforces the near-term path to profitability, risks related to single-product concentration and pricing pressures remain.
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Deep Track entities report 3.6M shares in Tarsus (NASDAQ: TARS)

https://www.stocktitan.net/sec-filings/TARS/schedule-13g-a-tarsus-pharmaceuticals-inc-amended-passive-investment--fd3159245a1e.html
Deep Track Capital, LP, Deep Track Biotechnology Master Fund, Ltd., and David Kroin have jointly filed a Schedule 13G/A amendment for Tarsus Pharmaceuticals, Inc. (NASDAQ: TARS), reporting beneficial ownership of 3,600,000 shares. This stake represents 8.46% of the company's common stock, calculated based on 42,557,492 shares outstanding as of February 17, 2026. The filing indicates shared voting and dispositive power among the reporting persons.

Did Tarsus’ (TARS) Surge in Q1 Revenue and Narrower Loss Just Shift Its Investment Narrative?

https://simplywall.st/stocks/us/pharmaceuticals-biotech/nasdaq-tars/tarsus-pharmaceuticals/news/did-tarsus-tars-surge-in-q1-revenue-and-narrower-loss-just-s
Tarsus Pharmaceuticals (TARS) reported significant Q1 2026 results, with revenue surging to US$162.05 million and a narrower net loss of US$6.97 million. This improved financial performance, driven by XDEMVY sales, suggests stronger operating leverage and may positively impact the company's investment narrative, although risks concerning single-product concentration and pricing pressures remain. The results could lead analysts to reassess their forecasts for the company.

Tarsus and John Cena Partner to Raise Awareness of Demodex

https://www.globenewswire.com/news-release/2026/05/14/3294923/0/en/tarsus-and-john-cena-partner-to-raise-awareness-of-demodex-blepharitis-a-common-eyelid-disease-affecting-approximately-25-million-americans.html
Tarsus Pharmaceuticals has partnered with John Cena to raise awareness about Demodex blepharitis, a common eyelid disease affecting approximately 25 million Americans. Cena shared his personal experience with the condition and treatment with XDEMVY, the first FDA-approved treatment for Demodex blepharitis, encouraging others to prioritize eye health and seek diagnosis for symptoms like redness, itching, and crusting. The campaign aims to educate the public about this often-overlooked condition and highlight the importance of regular eye exams.

Tarsus Pharmaceuticals, Inc. (NASDAQ:TARS) Receives Average Rating of "Moderate Buy" from Analysts

https://www.marketbeat.com/instant-alerts/tarsus-pharmaceuticals-inc-nasdaqtars-receives-average-rating-of-moderate-buy-from-analysts-2026-05-08/
Tarsus Pharmaceuticals (NASDAQ:TARS) has received an average "Moderate Buy" rating from analysts, with a consensus 12-month target price of $90.67. The company recently beat Q1 earnings and revenue estimates, driven by strong XDEMVY sales, and reaffirmed its full-year guidance for the product. Insider selling activity was noted, though institutional ownership remains high, with significant stake increases from several hedge funds.

Number of shareholders of Tarsus Pharmaceuticals, Inc. – NASDAQ:TARS

https://www.tradingview.com/symbols/NASDAQ-TARS/financials-statistics-and-ratios/number-of-shareholders/
This article provides details on the number of shareholders for Tarsus Pharmaceuticals, Inc. (NASDAQ: TARS). It indicates that the information is presented by period, with values and percentage changes. The data is sourced from ICE Data Services, FactSet, American Bankers Association, and Quartr for SEC filings.
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Assessing Tarsus Pharmaceuticals (TARS) Valuation After Recent Share Price Weakness And Pipeline Growth Expectations

https://www.sahmcapital.com/news/content/assessing-tarsus-pharmaceuticals-tars-valuation-after-recent-share-price-weakness-and-pipeline-growth-expectations-2026-05-10
Tarsus Pharmaceuticals (TARS) has experienced recent stock price weakness despite strong long-term momentum and rapid revenue growth. Analysts suggest a fair value of $95.11, indicating the stock is undervalued, driven by expectations of pipeline expansion and diversified earnings. This outlook, however, depends on sustained uptake of XDEMVY and effective management of SG&A and reimbursement pressures.

Vanguard Group Inc. Purchases 127,470 Shares of Tarsus Pharmaceuticals, Inc. $TARS

https://www.marketbeat.com/instant-alerts/filing-vanguard-group-inc-purchases-127470-shares-of-tarsus-pharmaceuticals-inc-tars-2026-05-10/
Vanguard Group Inc. increased its stake in Tarsus Pharmaceuticals, Inc. by 5.6% during the fourth quarter, acquiring an additional 127,470 shares, bringing its total holdings to nearly 2.4 million shares valued at $196.48 million. The company recently reported better-than-expected quarterly earnings and revenue, with a smaller loss per share than anticipated. Despite mixed analyst sentiment, the consensus remains a "Moderate Buy" with a target price of $90.67, although some near-term earnings forecasts have been trimmed.

Tarsus reiterates 2026 net product sales guidance of $670M-$700M as XDEMVY posts $145.4M in Q1 sales

https://www.msn.com/en-us/health/other/tarsus-reiterates-2026-net-product-sales-guidance-of-670m-700m-as-xdemvy-posts-145-4m-in-q1-sales/ar-AA22yJER
Tarsus has reaffirmed its 2026 net product sales guidance for XDEMVY, projecting sales between $670 million and $700 million. This reaffirmation comes as the company announced strong first-quarter sales for XDEMVY, reaching $145.4 million. The ophthalmology company is demonstrating confidence in its flagship product's commercial trajectory.

Mizuho Securities Maintains Tarsus Pharmaceuticals(TARS.US) With Buy Rating, Maintains Target Price $100

https://www.moomoo.com/news/post/69663102/mizuho-securities-maintains-tarsus-pharmaceuticals-tarsus-with-buy-rating-maintains
Mizuho Securities has reiterated its Buy rating for Tarsus Pharmaceuticals (TARS.US) and maintained its target price of $100. This continued positive outlook suggests the firm sees strong potential in the company.

Prudential subsidiaries hold 1.84M Tarsus shares (NASDAQ: TARS)

https://www.stocktitan.net/sec-filings/TARS/schedule-13g-a-tarsus-pharmaceuticals-inc-amended-passive-investment--e11c45ad1b83.html
Prudential Financial, Inc. has filed an Amendment No. 20 on Schedule 13G/A, reporting beneficial ownership of 1,836,321 shares (4.3%) of Tarsus Pharmaceuticals, Inc. common stock as of March 31, 2026. The holdings are attributed to its subsidiaries, primarily Jennison Associates LLC, which holds 1,712,124 shares. The filing indicates shared voting power of 1,670,648 shares and shared dispositive power of 1,836,321 shares, signifying a coordinated indirect holding by multiple Prudential entities.
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Tarsus Pharmaceuticals (TARS) Losses Narrow In Q1 2026 Challenging Bearish Narratives

https://simplywall.st/stocks/us/pharmaceuticals-biotech/nasdaq-tars/tarsus-pharmaceuticals/news/tarsus-pharmaceuticals-tars-losses-narrow-in-q1-2026-challen
Tarsus Pharmaceuticals (TARS) reported narrowing losses in Q1 2026, with revenue reaching US$162.1 million and basic EPS loss of US$0.16. This improvement challenges bearish narratives, as the company shows a trend of increasing revenue and decreasing quarterly losses. Analysts are optimistic, forecasting significant annual revenue and earnings growth, leading to profitability within three years, while the stock trades below its DCF fair value and analyst price target.

Tarsus Pharmaceuticals Reports Revenue Increase in Q1 Driven by Xdemvy

https://www.visionmonday.com/business/article/tarsus-pharmaceuticals-reports-revenue-increase-in-q1-driven-by-xdemvy/
Tarsus Pharmaceuticals announced strong first-quarter 2026 financial results, with new product sales reaching $145.4 million, primarily fueled by the success of Xdemvy. The company's CEO, Bobak Azamian, highlighted Xdemvy's role in expanding the Demodex blepharitis market and its potential to achieve peak sales exceeding $2 billion. Tarsus is also advancing its pipeline with two phase 2 trials, Calliope (TP-05) for tick-borne disease prevention and TP-04 for ocular rosacea, with data expected in the first half of 2027.

Tarsus to Participate in Upcoming Investor Conferences

https://www.globenewswire.com/news-release/2026/05/07/3290686/0/en/tarsus-to-participate-in-upcoming-investor-conferences.html
Tarsus Pharmaceuticals, Inc. announced its participation in three upcoming investor conferences in May 2026: the Bank of America Securities 2026 Health Care Conference, the H.C. Wainwright 4th Annual BioConnect Investor Conference, and the Stifel 2026 Virtual Ophthalmology Forum. Live webcasts and replays of these presentations will be available on the company's website. Tarsus, known for its FDA-approved XDEMVY for Demodex blepharitis, is also developing treatments for ocular rosacea and Lyme disease.

Tarsus Pharmaceuticals Inc reports results for the quarter ended March 31 - Earnings Summary

https://www.tradingview.com/news/reuters.com,2026:newsml_L8N41J3P2:0-tarsus-pharmaceuticals-inc-reports-results-for-the-quarter-ended-march-31-earnings-summary/
Tarsus Pharmaceuticals Inc has released its earnings summary for the quarter ended March 31. The report contains financial results for the specified period.

Tarsus Pharmaceuticals, Inc. (NASDAQ:TARS) Q1 2026 Earnings Call Transcript

https://www.insidermonkey.com/blog/tarsus-pharmaceuticals-inc-nasdaqtars-q1-2026-earnings-call-transcript-1756042/
Tarsus Pharmaceuticals, Inc. reported strong Q1 2026 results, exceeding earnings expectations with XTENVI net product sales of over $145 million, an 85% increase year-over-year. The company reiterated its full-year 2026 sales guidance of $670 million to $700 million, driven by increased prescriber adoption, a successful direct-to-consumer campaign, and expanding evidence generation for XTENVI. Tarsus is also advancing its pipeline with Phase II trials for TPO5 in Lyme disease prevention and TPO4 in ocular rosacea, with top-line data expected in 2027 for both programs.
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Earnings call transcript: Tarsus Pharmaceuticals Q1 2026 beats EPS forecast, stock dips

https://au.investing.com/news/stock-market-news/earnings-call-transcript-tarsus-pharmaceuticals-q1-2026-beats-eps-forecast-stock-dips-93CH-4412716
Tarsus Pharmaceuticals reported better-than-expected Q1 2026 earnings, with an EPS of -$0.16 against a forecast of -$0.30 and revenue of $162 million, surpassing the $153.12 million projection. Despite this strong financial performance, including an 85% year-over-year growth in XDEMVY sales, the stock experienced a slight dip of 0.43% in aftermarket trading. The company reaffirmed its full-year 2026 guidance, driven by increasing physician adoption, a successful DTC campaign, and an expanding pipeline including Lyme disease prevention and ocular rosacea programs, with expected top-line data in H1 2027 for both.

Tarsus Pharmaceuticals, Inc. (TARS) Reports Q1 Loss, Beats Revenue Estimates

https://au.finance.yahoo.com/news/tarsus-pharmaceuticals-inc-tars-reports-223010016.html
Tarsus Pharmaceuticals, Inc. (TARS) reported a Q1 loss of $0.16 per share, outperforming the Zacks Consensus Estimate of a $0.46 loss, and revenues of $162.05 million, surpassing estimates by 9.64%. Despite beating earnings and revenue expectations, the company's shares have dropped 20.6% year-to-date. The stock currently holds a Zacks Rank #3 (Hold) with a mixed outlook for estimate revisions.

XDEMVY drives strong Q1 2026 growth at Tarsus (TARS)

https://www.stocktitan.net/sec-filings/TARS/8-k-tarsus-pharmaceuticals-inc-reports-material-event-e4d7670e742e.html
Tarsus Pharmaceuticals reported robust Q1 2026 results, primarily driven by strong XDEMVY net product sales of $145.4 million, marking over 85% year-over-year growth, contributing to a total revenue of $162.1 million. The company's net loss significantly narrowed to $7.0 million, and it reaffirmed its full-year 2026 XDEMVY sales guidance of $670–700 million, projecting peak sales exceeding $2 billion. Tarsus also highlighted continued progress in its pipeline, with Phase 2 programs for ocular rosacea (TP-04) and Lyme disease prevention (TP-05) expecting topline data in the first half of 2027.

Tarsus Reports First Quarter 2026 Financial Results and Recent Business Achievements

https://www.globenewswire.com/news-release/2026/05/06/3289329/0/en/tarsus-reports-first-quarter-2026-financial-results-and-recent-business-achievements.html
Tarsus Pharmaceuticals, Inc. announced strong financial results for Q1 2026, with XDEMVY net product sales exceeding $145 million, an 85% year-over-year increase, and reaffirmed full-year guidance of $670-700 million. The company is advancing its pipeline with TP-05 entering Phase 2 for Lyme disease prevention and TP-04 in Phase 2 for ocular rosacea, while XDEMVY continues to expand globally and drive market growth for Demodex blepharitis treatment. Tarsus reported a net loss of $7.0 million, a significant improvement from $25.1 million in Q1 2025, and maintained $388.7 million in cash and equivalents.

Tarsus Pharmaceuticals, Inc. (TARS) Reports Q1 Loss, Beats Revenue Estimates

https://finance.yahoo.com/sectors/healthcare/articles/tarsus-pharmaceuticals-inc-tars-reports-223010016.html
Tarsus Pharmaceuticals, Inc. (TARS) reported a Q1 loss of $0.16 per share, beating the Zacks Consensus Estimate of a $0.46 loss, and generated revenues of $162.05 million, surpassing estimates by 9.64%. Despite beating expectations, TARS shares have declined by 20.6% year-to-date. The company currently holds a Zacks Rank #3 (Hold), indicating that its shares are expected to perform in line with the market in the near future.
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H.C. Wainwright Maintains Tarsus Pharmaceuticals(TARS.US) With Buy Rating, Maintains Target Price $88

https://www.moomoo.com/news/post/69336102/hc-wainwright-maintains-tarsus-pharmaceuticals-tarsus-with-buy-rating-maintains
H.C. Wainwright has reiterated its Buy rating for Tarsus Pharmaceuticals (TARS.US) and maintained its target price at $88. This indicates the firm's continued confidence in the company's financial prospects and growth potential.

Tarsus Pharmaceuticals Inc expected to post a loss of 37 cents a share - Earnings Preview

https://www.tradingview.com/news/reuters.com,2026:newsml_L8N41H2ND:0-tarsus-pharmaceuticals-inc-expected-to-post-a-loss-of-37-cents-a-share-earnings-preview/
Tarsus Pharmaceuticals Inc is projected to report a loss of 37 cents per share. This information comes from an earnings preview provided by Refinitiv. The article provides no further details beyond this financial expectation.

Tarsus Pharmaceuticals (TARS) Expected to Announce Earnings on Thursday

https://www.marketbeat.com/instant-alerts/tarsus-pharmaceuticals-tars-expected-to-announce-earnings-on-thursday-2026-04-30/
Tarsus Pharmaceuticals (TARS) is anticipated to announce its Q1 2026 earnings before market open on Thursday, May 7th, with analysts projecting an EPS of ($0.25) and revenue of $153.116 million. The company previously missed EPS estimates in February but exceeded revenue expectations for the last quarter. TARS holds a "Moderate Buy" consensus rating and a target price of $90.67, despite recent insider share sales.

Jennison Associates LLC Sells 374,511 Shares of Tarsus Pharmaceuticals, Inc. $TARS

https://www.marketbeat.com/instant-alerts/filing-jennison-associates-llc-sells-374511-shares-of-tarsus-pharmaceuticals-inc-tars-2026-04-30/
Jennison Associates LLC reduced its stake in Tarsus Pharmaceuticals, Inc. by 14.4% in the fourth quarter of the previous year, selling 374,511 shares and now owning 2,230,069 shares worth approximately $182.6 million. Despite this sale, institutional ownership remains high at 90.01%, with several major funds increasing their positions, while company insiders sold about $5.43 million worth of shares. Tarsus Pharmaceuticals currently has a "Moderate Buy" consensus rating from analysts with an average price target of $90.67, following a recent quarter where the company missed EPS but exceeded revenue expectations.

Tarsus to Report First Quarter 2026 Financial Results on Wednesday, May 6, 2026

https://www.globenewswire.com/news-release/2026/04/29/3284311/0/en/tarsus-to-report-first-quarter-2026-financial-results-on-wednesday-may-6-2026.html
Tarsus Pharmaceuticals, Inc. announced that it will host a live webcast on Wednesday, May 6, 2026, at 1:30 p.m. PT / 4:30 p.m. ET to report its first-quarter 2026 financial results and provide a corporate update. The company is advancing a pipeline of treatments, including an FDA-approved solution for Demodex blepharitis and investigational therapies for ocular rosacea and Lyme disease.
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Tarsus (NASDAQ: TARS) outlines 2026 proxy votes and executive pay plans

https://www.stocktitan.net/sec-filings/TARS/def-14a-tarsus-pharmaceuticals-inc-definitive-proxy-statement-79de01c7c17e.html
Tarsus Pharmaceuticals, Inc. (NASDAQ: TARS) has outlined its plans for the 2026 Annual Meeting, where stockholders will vote on the election of four Class III directors, an advisory approval of executive compensation, and the ratification of Ernst & Young LLP as the independent auditor. The company reported strong commercial performance for its product XDEMVY in 2025, with net product sales reaching $451.4 million. Tarsus details its executive compensation philosophy, which includes performance-based incentives and long-term equity awards, and highlights its corporate governance standards.

Tarsus Pharmaceuticals (TARS) director gains 1,383 shares from RSU vesting

https://www.stocktitan.net/sec-filings/TARS/form-4-tarsus-pharmaceuticals-inc-insider-trading-activity-805297e4e4f5.html
Tarsus Pharmaceuticals director David E. I. Pyott received 1,383 shares of common stock from the vesting and settlement of Restricted Stock Units (RSUs) on April 24, 2026. These shares were acquired through equity compensation, not open-market trading, and represent a contingent right to receive common stock upon meeting vesting conditions. Following this transaction, Pyott directly holds 1,383 shares and indirectly holds 7,991 shares through the David E.I. Pyott Trust.

Universal Beteiligungs und Servicegesellschaft mbH Increases Holdings in Tarsus Pharmaceuticals, Inc. $TARS

https://www.marketbeat.com/instant-alerts/filing-universal-beteiligungs-und-servicegesellschaft-mbh-increases-holdings-in-tarsus-pharmaceuticals-inc-tars-2026-04-27/
Universal Beteiligungs und Servicegesellschaft mbH significantly increased its stake in Tarsus Pharmaceuticals, Inc. by 19.9% in Q4, holding 109,857 shares worth $8.995 million. Despite this, Tarsus Pharmaceuticals saw mixed analyst ratings and missed Q4 EPS estimates even as revenue exceeded expectations. Insiders have also sold a substantial number of shares in the past three months.

Tarsus Pharmaceuticals (NASDAQ:TARS) Now Covered by Analysts at Oppenheimer

https://www.marketbeat.com/instant-alerts/tarsus-pharmaceuticals-nasdaqtars-now-covered-by-analysts-at-oppenheimer-2026-04-24/
Oppenheimer has initiated coverage on Tarsus Pharmaceuticals (NASDAQ:TARS) with an "outperform" rating and a $98 price target, indicating a potential upside of 61.50%. Despite the positive outlook from Oppenheimer, the company remains unprofitable with a negative EPS, and there has been notable insider selling of TARS shares recently. The stock currently holds a "Moderate Buy" consensus rating among analysts with an average target price of $90.67.

Oppenheimer Adjusts Price Target on Tarsus Pharmaceuticals to $98 From $105, Maintains Outperform Rating

https://www.marketscreener.com/news/oppenheimer-adjusts-price-target-on-tarsus-pharmaceuticals-to-98-from-105-maintains-outperform-ra-ce7f59dfdd8bf62d
Oppenheimer has adjusted its price target for Tarsus Pharmaceuticals Inc. (TARS) to $98, down from $105, while maintaining an Outperform rating on the stock. This follows a similar adjustment by Mizuho, which trimmed its price target to $100 from $101. Tarsus Pharmaceuticals is a commercial-stage biopharmaceutical company focusing on eye care and other unmet medical needs.
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Tarsus Pharmaceuticals stock price target cut to $100 by Mizuho on revenue outlook

https://www.investing.com/news/analyst-ratings/tarsus-pharmaceuticals-stock-price-target-cut-to-100-by-mizuho-on-revenue-outlook-93CH-4633088
Mizuho has lowered its price target for Tarsus Pharmaceuticals (NASDAQ:TARS) to $100 from $101, while maintaining an Outperform rating. This adjustment comes after revisions to revenue estimates for the company's Xdemvy product, driven by Q1 2026 prescription data and a higher expected gross-to-net adjustment. Despite the revised forecast, Mizuho expresses confidence in Tarsus's management to meet its 2026 sales guidance and achieve the $2 billion peak sales target for Xdemvy.

Tarsus Pharmaceuticals stock price target cut to $100 by Mizuho on revenue outlook

https://ca.investing.com/news/stock-market-news/tarsus-pharmaceuticals-stock-price-target-cut-to-100-by-mizuho-on-revenue-outlook-93CH-4583357
Mizuho has lowered its price target for Tarsus Pharmaceuticals (NASDAQ:TARS) to $100 from $101, while maintaining an Outperform rating, due to adjusted revenue estimates for its Xdemvy product. The revision comes ahead of first-quarter 2026 results and reflects lower-than-expected prescription data and a higher gross-to-net adjustment. Despite the reduced outlook, Mizuho maintains confidence in Tarsus management's ability to achieve sales guidance, and InvestingPro analysis suggests the stock is undervalued with a "GOOD" financial health score.

Tarsus Pharmaceuticals, Inc. $TARS Position Increased by M&T Bank Corp

https://www.marketbeat.com/instant-alerts/filing-tarsus-pharmaceuticals-inc-tars-position-increased-by-mt-bank-corp-2026-04-23/
M&T Bank Corp significantly increased its stake in Tarsus Pharmaceuticals (NASDAQ:TARS) by 11,730% in Q4, acquiring 433,424 additional shares to hold a total of 437,119 shares valued at $35.79 million. This increase makes them a 1.03% owner of the company, despite some insider selling by executives. Tarsus Pharmaceuticals holds a "Moderate Buy" consensus rating from analysts with an average target price of $91.83, even after missing Q4 EPS estimates while exceeding revenue expectations.

Tarsus Pharmaceuticals (NASDAQ:TARS) Downgraded to "Hold" Rating by Wall Street Zen

https://www.marketbeat.com/instant-alerts/tarsus-pharmaceuticals-nasdaqtars-downgraded-to-hold-rating-by-wall-street-zen-2026-04-18/
Wall Street Zen downgraded Tarsus Pharmaceuticals (NASDAQ:TARS) to a "Hold" rating, though the MarketBeat consensus remains a "Moderate Buy" with an average price target of $91.83. Insider selling has been significant, with the CEO and a director offloading shares, while institutional investors hold approximately 90% of the stock. Tarsus Pharmaceuticals' lead candidate, OC-01, is in Phase 3 development for dry eye disease.

Down 16.4% in 4 Weeks, Here's Why You Should You Buy the Dip in Tarsus Pharmaceuticals (TARS)

https://www.easternprogress.com/down-16-4-in-4-weeks-heres-why-you-should-you-buy-the-dip-in/article_dc360039-244e-5d9d-b1f2-4b288d0e103d.html
Tarsus Pharmaceuticals (TARS) has experienced a 16.4% decline in the past four weeks, making it appear oversold based on its Relative Strength Index (RSI) of 19.34. This, combined with strong agreement among Wall Street analysts in raising earnings estimates and a Zacks Rank #1 (Strong Buy), suggests a potential for a near-term rebound. Investors are advised to consider TARS as a buying opportunity given these technical and fundamental indicators.
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Tarsus Pharmaceuticals, Inc. (NASDAQ:TARS) Given Average Rating of "Moderate Buy" by Brokerages

https://www.marketbeat.com/instant-alerts/tarsus-pharmaceuticals-inc-nasdaqtars-given-average-rating-of-moderate-buy-by-brokerages-2026-04-13/
Tarsus Pharmaceuticals (NASDAQ:TARS) has received a consensus "Moderate Buy" rating from nine brokerages, with an average one-year target price of $91.83. Despite this positive outlook from analysts, company insiders have been net sellers, disposing of over $5.43 million in shares over the past 90 days. The company recently reported a slight EPS miss but exceeded revenue estimates.

(TARS) Volatility Zones as Tactical Triggers

https://news.stocktradersdaily.com/news_release/38/TARS_Volatility_Zones_as_Tactical_Triggers_041226084401_1776041041.html
This article analyzes Tarsus Pharmaceuticals Inc. (TARS), highlighting strong market sentiment and a significant risk-reward setup. It outlines three AI-generated trading strategies—Position, Momentum Breakout, and Risk Hedging—with specific entry, target, and stop-loss levels. The analysis also provides multi-timeframe signal strength, support, and resistance levels for TARS.

The Bull Case For Tarsus Pharmaceuticals (TARS) Could Change Following First Dosing In TP-05 Lyme Trial

https://simplywall.st/stocks/us/pharmaceuticals-biotech/nasdaq-tars/tarsus-pharmaceuticals/news/the-bull-case-for-tarsus-pharmaceuticals-tars-could-change-f-1
Tarsus Pharmaceuticals has initiated a Phase 2 trial for TP-05, an oral prophylactic for Lyme disease, marking the company's expansion beyond eye care into infectious disease prevention. This development could transform its investment narrative by diversifying its product pipeline beyond its existing commercial asset, XDEMVY, while also leveraging its lotilaner platform. The company's financial projections indicate significant revenue and earnings growth by 2028, with some analysts forecasting even higher figures.

Capricorn Fund Managers Ltd Decreases Position in Tarsus Pharmaceuticals, Inc. $TARS

https://www.marketbeat.com/instant-alerts/filing-capricorn-fund-managers-ltd-decreases-position-in-tarsus-pharmaceuticals-inc-tars-2026-04-06/
Capricorn Fund Managers Ltd significantly reduced its stake in Tarsus Pharmaceuticals, Inc. (NASDAQ:TARS) by 90.8% in the fourth quarter, selling 218,038 shares. This divestment leaves them with 21,982 shares valued at approximately $1.8 million. Several company insiders have also been net sellers, with the CEO and General Counsel selling shares totaling over $1 million, while analysts maintain a "Moderate Buy" consensus rating with an average target price of $91.83.

The Bull Case For Tarsus Pharmaceuticals (TARS) Could Change Following First Dosing In TP-05 Lyme Trial

https://www.sahmcapital.com/news/content/the-bull-case-for-tarsus-pharmaceuticals-tars-could-change-following-first-dosing-in-tp-05-lyme-trial-2026-04-06
Tarsus Pharmaceuticals has initiated its Phase 2 Calliope trial for TP-05, an oral prophylactic for Lyme disease, marking a diversification beyond its eye-care focus. This development could substantially alter Tarsus's investment profile, potentially reducing its dependence on XDEMVY sales and funding future pipeline projects. While the trial is an early-stage catalyst, investors will need to weigh its potential against the continued importance of XDEMVY's performance and market competition.
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A Look At Tarsus Pharmaceuticals (TARS) Valuation After TP-05 Phase 2 Lyme Disease Trial Begins

https://www.sahmcapital.com/news/content/a-look-at-tarsus-pharmaceuticals-tars-valuation-after-tp-05-phase-2-lyme-disease-trial-begins-2026-04-02
Tarsus Pharmaceuticals has initiated a Phase 2 trial for TP-05, an oral candidate for Lyme disease, drawing attention to its valuation. Despite recent progress and a strong multi-year stock performance, its share price has cooled from highs, leading to questions about whether it's an opportunity or if future growth is already priced in. While one narrative suggests it's 19.7% undervalued with a fair value of $87.50, another view based on its P/S ratio of 6.6x suggests a more cautious outlook compared to the industry average.

JPMorgan Chase & Co. Sells 63,420 Shares of Tarsus Pharmaceuticals, Inc. $TARS

https://www.marketbeat.com/instant-alerts/filing-jpmorgan-chase-co-sells-63420-shares-of-tarsus-pharmaceuticals-inc-tars-2026-04-03/
JPMorgan Chase & Co. reduced its stake in Tarsus Pharmaceuticals, Inc. by 45.1%, selling 63,420 shares and now holding 77,190 shares valued at approximately $4.59 million. The article also notes significant insider selling, with a director and CEO collectively disposing of nearly 24,500 shares, and analysts maintaining a "Moderate Buy" rating with an average target price of $91.83 for TARS.

A Look At Tarsus Pharmaceuticals (TARS) Valuation After TP-05 Phase 2 Lyme Disease Trial Begins

https://simplywall.st/stocks/us/pharmaceuticals-biotech/nasdaq-tars/tarsus-pharmaceuticals/news/a-look-at-tarsus-pharmaceuticals-tars-valuation-after-tp-05
Tarsus Pharmaceuticals (TARS) has initiated a Phase 2 trial for TP-05, an oral candidate for Lyme disease prevention, bringing fresh attention to the company. While the stock has seen a 4.9% return in the last 7 days, its 90-day return shows a 14.2% decline, though it boasts significant long-term returns. The article discusses whether Tarsus, with growing revenue and a loss-making income, is undervalued or if its future growth is already priced into its current share price of US$70.22.

Price-Driven Insight from (TARS) for Rule-Based Strategy

https://news.stocktradersdaily.com/news_release/40/Price-Driven_Insight_from_TARS_for_Rule-Based_Strategy_040126073601_1775086561.html
This article provides a price-driven analysis for Tarsus Pharmaceuticals Inc. (NASDAQ: TARS), highlighting a positive near-term sentiment within a long-term strength context despite mid-term weakness. It outlines specific institutional trading strategies including position trading, momentum breakout, and risk hedging, complete with entry, target, and stop-loss zones. The analysis also features multi-timeframe signal analysis and AI-generated signals for support and resistance levels.

Tarsus Pharmaceuticals, Inc. recently disclosed the latest progress on its leading vaccine candidate under development for Lyme disease.

https://www.bitget.com/news/detail/12560605321887
Tarsus Pharmaceuticals, Inc. has announced the latest progress on its Lyme disease vaccine candidate. Patient recruitment is expected to conclude during the 2026 tick-active season, aiming to evaluate the vaccine's efficacy under real-world conditions. Key topline results are anticipated in the first half of 2027, which could provide a basis for regulatory applications and address a significant medical need.
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