TG Therapeutics (NASDAQ:TGTX) Announces Quarterly Earnings Results

TG Therapeutics (NASDAQ:TGTX) announced its quarterly earnings data on Thursday. The biopharmaceutical company reported $0.14 EPS for the quarter, missing analysts’ consensus estimates of $0.35 by ($0.21), Briefing.com reports. The company had revenue of $192.57 million for the quarter, compared to analysts’ expectations of $192.15 million. TG Therapeutics had a net margin of 84.13% and a return on equity of 133.24%. The business’s revenue for the quarter was up 78.0% on a year-over-year basis. During the same period in the previous year, the firm posted $0.15 earnings per share.

Here are the key takeaways from TG Therapeutics’ conference call:

• TG reported strong commercial momentum with approximately $616 million in 2025 global revenue (?$594M U.S. BRIUMVI net sales), Q4 U.S. sales of $183M (+92% YoY, +20% sequential), and reaffirmed 2026 guidance of $825M–$850M U.S. (total global $875M–$900M).
• Long?term clinical data bolster confidence — six?year open?label ULTIMATE I/II results showed ~90% of patients free from 24?week confirmed disability progression and no new safety signals — and the ENHANCE Phase 3 consolidation trial (one 600 mg dose) is fully enrolled with top?line data expected mid?year and potential 2027 launch.
• The subcutaneous BRIUMVI program is ~75% enrolled in Phase 3, with pivotal readouts late this year/early next and a potential 2028 launch; management believes a sub?Q, at?home option could meaningfully expand the anti?CD20 market and nearly double their TAM.
• Financially TG is generating operating income, expects positive cash flow in 2026+, and completed a $100M buyback with another $100M authorized, but 2025 net income was boosted by a ~$340M one?time tax benefit and Q4 gross margin was affected by a one?time inventory reserve.

TG Therapeutics Price Performance

TGTX traded down $0.81 during midday trading on Friday, hitting $30.09. The company had a trading volume of 1,961,413 shares, compared to its average volume of 2,089,526. TG Therapeutics has a twelve month low of $25.28 and a twelve month high of $46.48. The company has a market capitalization of $4.78 billion, a PE ratio of 10.82 and a beta of 1.85. The company has a debt-to-equity ratio of 0.40, a quick ratio of 2.89 and a current ratio of 3.82. The firm’s 50-day simple moving average is $29.87 and its 200-day simple moving average is $31.40.

TG Therapeutics News Roundup

Here are the key news stories impacting TG Therapeutics this week:

• Positive Sentiment: Record BRIUMVI-driven revenue growth — Q4 total revenue rose ~78% y/y with U.S. BRIUMVI net revenue of $182.7M and full?year 2025 BRIUMVI sales of ~$594M (?+90% y/y); management raised BRIUMVI revenue guidance for 2026, underpinning top?line momentum. TGTX Q4 Earnings Lag Estimates, Briumvi Sales Drive Top Line
• Positive Sentiment: Analyst model upgrades — HC Wainwright raised Q1–Q3 2026 and FY2030 EPS estimates, signaling growing sell?side confidence in profitability as BRIUMVI scales. Upgrades can support the stock over the coming quarters. HC Wainwright raises estimates (MarketBeat)
• Positive Sentiment: Meaningful pipeline & commercialization catalysts — Investors highlight potential upside from the Phase 3 ENHANCE study (consolidated dosing) and development of a self?administered subcutaneous BRIUMVI formulation, which could expand addressable market and margins if successful. TG Therapeutics: ‘Strong Buy’ On BRIUMVI’s Massive Growth
• Neutral Sentiment: Company reaffirmed 2026 revenue outlook and held a conference call outlining commercial execution and retention metrics — positive context, but near?term stock reaction depends on reconciling EPS miss with guidance. TG Therapeutics Reports Fourth Quarter and Full Year 2025 Financial Results
• Negative Sentiment: Big EPS disappointment — Reported EPS of $0.14 vs. consensus ~$0.35 (?-60% surprise); the profit miss is the main short?term catalyst for the share decline despite strong revenues. TGTX Q4 Earnings Lag Estimates (Zacks)
• Negative Sentiment: Near-term volatility risk — Large EPS miss increases odds of short?term selling pressure and gives traders a reason to pare back positions until subsequent quarters show margin improvement or clearer evidence that guidance will be achieved. TG Therapeutics (TGTX) Misses Q4 Earnings Estimates

Hedge Funds Weigh In On TG Therapeutics

Hedge funds and other institutional investors have recently bought and sold shares of the business. State Street Corp grew its position in shares of TG Therapeutics by 4.7% in the 4th quarter. State Street Corp now owns 8,479,999 shares of the biopharmaceutical company’s stock valued at $252,789,000 after purchasing an additional 379,380 shares during the period. Goldman Sachs Group Inc. lifted its stake in TG Therapeutics by 35.0% in the fourth quarter. Goldman Sachs Group Inc. now owns 2,051,132 shares of the biopharmaceutical company’s stock valued at $61,144,000 after buying an additional 531,759 shares in the last quarter. Invesco Ltd. boosted its holdings in shares of TG Therapeutics by 47.1% in the fourth quarter. Invesco Ltd. now owns 1,609,815 shares of the biopharmaceutical company’s stock valued at $47,989,000 after buying an additional 515,481 shares during the period. Man Group plc increased its position in shares of TG Therapeutics by 621.5% during the third quarter. Man Group plc now owns 1,008,462 shares of the biopharmaceutical company’s stock worth $36,431,000 after acquiring an additional 868,697 shares in the last quarter. Finally, Nuveen LLC increased its position in shares of TG Therapeutics by 34.1% during the fourth quarter. Nuveen LLC now owns 953,206 shares of the biopharmaceutical company’s stock worth $28,415,000 after acquiring an additional 242,434 shares in the last quarter. 58.58% of the stock is owned by institutional investors.

Analysts Set New Price Targets

A number of equities research analysts have issued reports on the stock. B. Riley Financial upgraded TG Therapeutics to a “strong-buy” rating in a report on Tuesday, November 4th. Wall Street Zen lowered shares of TG Therapeutics from a “buy” rating to a “hold” rating in a research report on Saturday, February 14th. Weiss Ratings reiterated a “hold (c+)” rating on shares of TG Therapeutics in a research note on Monday, December 29th. The Goldman Sachs Group increased their price target on shares of TG Therapeutics from $37.00 to $39.00 and gave the company a “neutral” rating in a report on Thursday, January 15th. Finally, JPMorgan Chase & Co. dropped their price objective on shares of TG Therapeutics from $49.00 to $46.00 and set an “overweight” rating on the stock in a report on Monday, February 2nd. One equities research analyst has rated the stock with a Strong Buy rating, three have given a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $50.00.

TG Therapeutics Company Profile

TG Therapeutics, Inc is a clinical?stage biopharmaceutical company headquartered in New York City that specializes in developing targeted therapies for hematological malignancies and autoimmune diseases. The company’s research strategy focuses on the modulation of B-cell biology through novel antibody and small?molecule agents. Since its founding in 2003, TG Therapeutics has built a diversified portfolio aimed at addressing unmet medical needs in oncology and immunology.

In December 2022, TG Therapeutics achieved its first commercial milestone when ublituximab-xiiy (marketed as Briumvi® in collaboration with Biogen) received U.S.