TG Therapeutics

TGTX · NASDAQ

$54.53+$1.23 (+2.31%)TodayMarket closed · Oct 20, 7:30 PM ET

Prev close $53.30

TGTX analyst rating

BuyConsensus of 6 analysts over the last 12 months. 67% rate it a buy.

Strong buy0
Buy4
Hold1
Underperform1
Sell0

12-month price target · 9 analysts

Average $70.72 (+29.7% upside)

Low: $21.21
Now: $54.53
High: $90.30

Upgrades and downgrades

The latest rating actions, newest first

TGTX analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
HC Wainwright & Co.	Sep 1, 2026	Maintains	Buy	$78.00	27%
JP Morgan	Aug 7, 2026	Maintains	Overweight	$65.00 → $72.00	40%
B. Riley Securities	Jul 27, 2026	Maintains	Buy	$55.00 → $86.00	23%
HC Wainwright & Co.	Jul 13, 2026	Maintains	Buy	$70.00 → $77.00	27%
B of A Securities	Jul 7, 2026	Maintains	Underperform	$17.00 → $20.00	36%
HC Wainwright & Co.	Jul 6, 2026	Maintains	Buy	$70.00	27%
HC Wainwright & Co.	May 27, 2026	Maintains	Buy	$70.00	27%
HC Wainwright & Co.	May 6, 2026	Maintains	Buy	$60.00 → $70.00	27%
JP Morgan	Feb 2, 2026	Maintains	Overweight	$49.00 → $46.00	40%
Goldman Sachs	Jan 15, 2026	Maintains	Neutral	$37.00 → $39.00	53%

The case for and against

Updated Oct 16, 2026

Bull case

TG Therapeutics is viewed favorably because BRIUMVI is already a commercial-stage asset with clear traction in RMS, including a U.S. market share increase to 8% in 1Q26 from 7% and sequential U.S. revenue growth while Ocrevus and Kesimpta declined. The ENABLE Phase 4 data strengthen the case further, showing durable improvements in patient-reported outcomes through Week 48 and 99.4% relapse-free status among switchers with an ARR of 0.011, supporting the drug’s real-world effectiveness and tolerability. Its single-infusion initiation also creates a payer- and infusion-center advantage versus two-infusion competitors, while the >60% share of IV therapies in the B-cell depleting market supports continued share gains.

Bear case

TG Therapeutics is viewed negatively because BRIUMVI, while showing lower ARR of 0.08 and 0.09 versus 0.19 and 0.18 for teriflunomide in ULTIMATE I and II, has not produced statistically significant disability-progression benefits, limiting the strength of its clinical differentiation. The broader risk profile remains elevated, as the company’s valuation assumptions rely heavily on discounted cash flow estimates through 2038 with a 12% discount rate and -25% terminal growth, plus unproven probabilities of success for BRIUMVI IV and SC. That leaves the stock vulnerable to safety, efficacy, regulatory, and competitive setbacks, especially since the analysis excludes other pipeline assets and indications.

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