Tarsus Pharmaceuticals (TARS) Is Up 14.8% After XDEMVY-Fueled Revenue Surge and New Equity Shelf Filing

Simply Wall St.02-26 16:33

Tarsus Pharmaceuticals, Inc. reported full-year 2025 results on February 23, 2026, with revenue rising to US$451.36 million from US$182.95 million and its net loss narrowing to US$66.42 million, while...

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I. Pyott to its Board,...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":["earning"],"viewcount":null,"language":"en","relate_stocks":{"TARS":"Tarsus Pharmaceuticals, Inc.","EQR":"资产住宅公司"},"translate_title":"在XDEMVY推动收入激增和新股票搁置备案后，Tarsus Pharmaceuticals(TARS)上涨14.8%","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TARS":1.5,"EQR":1.5},"content_text":"Tarsus Pharmaceuticals, Inc. reported full-year 2025 results on February 23, 2026, with revenue rising to US$451.36 million from US$182.95 million and its net loss narrowing to US$66.42 million, while also filing a US$141.73 million common stock shelf registration tied to an ESOP-related offering. The company highlighted XDEMVY as a breakout eye-care therapy, complemented by advancing pipeline programs and the appointment of long-time Allergan leader David E. I. Pyott to its Board, underscoring a focus on both commercial expansion and experienced governance. We will now examine how this strong 2025 revenue expansion, centered on XDEMVY’s momentum, reshapes Tarsus Pharmaceuticals’ broader investment narrative. This technology could replace computers: discover 22 stocks that are working to make quantum computing a reality.AdvertisementTarsus Pharmaceuticals Investment Narrative RecapTo own Tarsus, you have to believe XDEMVY can support a durable, profitable eye-care franchise while the pipeline gradually reduces single-product dependence. The latest 2025 results confirm strong top-line expansion with a smaller net loss, but they do not eliminate near term concentration risk in XDEMVY or the tension between high commercial spend and the path to sustained profitability. The new US$141.73 million common stock shelf registration tied to an ESOP-related offering sits alongside improving financials and XDEMVY’s growth, and matters mainly insofar as it could add to share count over time. Against the backdrop of a still-loss-making business that is heavily reliant on one therapy, any incremental dilution interacts directly with the same catalysts investors are focused on: continued prescription momentum, margin improvement and eventual multi-product revenue streams. Yet behind the impressive revenue ramp, investors should also be aware of the risk that persistent high SG&A and dependence on XDEMVY could... Read the full narrative on Tarsus Pharmaceuticals (it's free!)Tarsus Pharmaceuticals’ narrative projects $846.8 million revenue and $237.0 million earnings by 2028.Uncover how Tarsus Pharmaceuticals' forecasts yield a $87.50 fair value, a 20% upside to its current price.Exploring Other PerspectivesTARS 1-Year Stock Price Chart Some of the lowest ranked analysts were already cautious, assuming about US$832 million of revenue and US$57 million of earnings by 2028, so even this strong 2025 print may not fully change their concern that heavy XDEMVY reliance and rising spend could still cap long term upside.Explore 4 other fair value estimates on Tarsus Pharmaceuticals - why the stock might be worth over 4x more than the current price!The Verdict Is YoursDisagree with existing narratives? Extraordinary investment returns rarely come from following the herd, so go with your instincts.A great starting point for your Tarsus Pharmaceuticals research is our analysis highlighting 3 key rewards that could impact your investment decision.Our free Tarsus Pharmaceuticals research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Tarsus Pharmaceuticals' overall financial health at a glance.Interested In Other Possibilities?Early movers are already taking notice. See the stocks they're targeting before they've flown the coop:AI is about to change healthcare. These 30 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early.The future of work is here. Discover the 32 top robotics and automation stocks leading the charge in AI-driven automation and industrial transformation.We've uncovered the 15 dividend fortresses yielding 5%+ that don't just survive market storms, but thrive in them.  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.Valuation is complex, but we're here to simplify it.Discover if Tarsus Pharmaceuticals might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. 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