Pelthos Therapeutics

PTHS · NYSE American

$20.50+$0.24 (+1.18%)TodayMarket closed · Oct 20, 8:00 PM ET

Prev close $20.26

PTHS analyst rating

BuyConsensus of 6 analysts over the last 12 months. 100% rate it a buy.

Strong buy0
Buy6
Hold0
Underperform0
Sell0

12-month price target · 9 analysts

Average $54.21 (+164.4% upside)

Low: $45.45
Now: $20.50
High: $67.20

Upgrades and downgrades

The latest rating actions, newest first

PTHS analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
Lake Street	Oct 12, 2026	Maintains	Buy	$50.00 → $40.00	27%
Oppenheimer	Aug 14, 2026	Maintains	Outperform	$66.00 → $64.00	33%
Oppenheimer	May 15, 2026	Maintains	Outperform	$62.00 → $66.00	33%
Cantor Fitzgerald	Apr 1, 2026	Initiates	Overweight	$50.00	25%
Oppenheimer	Mar 20, 2026	Maintains	Outperform	$60.00 → $62.00	33%
HC Wainwright & Co.	Mar 19, 2026	Maintains	Buy	$60.00	36%
Piper Sandler	Feb 27, 2026	Initiates	Overweight	$48.00	68%
Roth Capital	Feb 26, 2026	Maintains	Buy	$57.00 → $55.00	25%
Oppenheimer	Jan 26, 2026	Maintains	Outperform	$57.00 → $60.00	33%
Lake Street	Dec 3, 2025	Initiates	Buy	$50.00	27%

The case for and against

Updated Sep 22, 2026

Bull case

Pelthos Therapeutics is a commercial-stage biopharmaceutical company with a positive outlook due to the success of its lead product, ZELSUVMI, which has established itself as the market leader in the treatment of molluscum contagiosum. The company's portfolio also includes other commercial-stage assets, and they have discussed licensing opportunities to further expand their product offerings. Key risks include securing sufficient financial resources for development and commercialization efforts, protecting intellectual property rights, and facing competition from other companies in the market. Overall, the strong early demand and potential for peak sales to surpass $250 million make Pelthos Therapeutics a compelling investment opportunity.

Bear case

Pelthos Therapeutics is facing a potentially difficult market with strong product competition, and it is heavily reliant on the success of its flagship product, ZELSUVMITM, which may not be enough to sustain long-term growth. Additionally, the company's expanding pipeline and other approved assets may not be enough to offset any potential decline in ZELSUVMITM sales, and the seasonal nature of the disease that the drug treats may lead to fluctuations in revenue. Its financials show a limited cash position and a lack of profitability, raising concerns about its ability to continue funding its research and development activities.

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.