Harrow Inc. (HROW)
NASDAQ (NMS) NASDAQ (NMS) Primary 
Harrow, Inc. (HROW) Q2 2026 Earnings Call Transcript
Harrow, Inc. (HROW) Q2 2026 Earnings Call Transcript
Harrow Q2 Earnings Call Highlights
Harrow NASDAQ: HROW reported second-quarter revenue of $70.7 million, up 11% from a year earlier and about 60% sequentially, as the ophthalmic pharmaceutical company said it entered the second half of 2026 with stronger demand across several products, improved pricing and expanded commercial infrastructure.
Harrow (HROW) Reports Q2 Loss, Misses Revenue Estimates
Harrow (HROW) came out with a quarterly loss of $0.34 per share versus the Zacks Consensus Estimate of a loss of $0.23. This compares to earnings of $0.24 per share a year ago.
HROW Stock Rises on Relaunch of Ophthalmology Drug Verkazia in the US
Harrow shares gain after relaunching Verkazia in the United States, aiming to improve access to an FDA-approved VKC treatment for pediatric patients.
Harrow (HROW) Reports Q1 Loss, Lags Revenue Estimates
Harrow (HROW) came out with a quarterly loss of $0.63 per share versus the Zacks Consensus Estimate of a loss of $0.43. This compares to a loss of $0.38 per share a year ago.
Analysts Estimate Harrow (HROW) to Report a Decline in Earnings: What to Look Out for
Harrow (HROW) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
State of Alaska Department of Revenue Acquires 14,065 Shares of Harrow, Inc. $HROW
State of Alaska Department of Revenue lifted its holdings in shares of Harrow, Inc. (NASDAQ: HROW) by 807.4% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 15,807 shares of the company's stock after acquiring an additional 14,065 shares
Harrow: Now Is The Buy Time
Harrow has delivered a decade-long 40% CAGR in revenue, with robust operating leverage and EBITDA margin expansion. Seasonal weakness in Q1 consistently creates compelling entry points, with share prices typically bottoming near the Q1 report date and rebounding sharply later in the year. HROW's 2026 low of $33 suggests a likely move to $100 within the year, reflecting the historical pattern of annual highs being about 3x annual lows.
Harrow: Probably A Short-Term Market Overreaction
Harrow is rated a 'Strong Buy' with a fair value of $73.25, implying 104% upside from current levels (~$35.90). I project robust long-term growth driven by Vevye, Iheezo, and pipeline assets, despite recent short-term guidance disappointment and market volatility. I model a bit conservatively, with peak sales, a 32–45% EBIT margin for 2029–2035, and an 11.3% WACC, giving undervaluation even under some risk scenarios.
Harrow Emerging As Dominant Operator In U.S. Ophthalmic Market
Harrow, Inc. is rapidly evolving into a dominant US ophthalmic pharma player, with a 30-fold revenue increase since 2015 and strong operating leverage. HROW's recent 35% stock pullback post-Q4 2025 is attributed to conservative 2026 guidance, not deteriorating fundamentals, presenting a compelling buying opportunity. Vevye and Iheezo, HROW's flagship drugs, are set for significant revenue acceleration through expanded insurance coverage, salesforce doubling, and clinical trial catalysts.
Harrow: The Post Earnings Drop Exposes The Cost Of Growth (Rating Downgrade)
Harrow (HROW) is downgraded to 'Sell' as recent earnings reveal persistent low margins and overvaluation despite a 25% share price drop. FY25 revenue grew 36% YoY to $272.3M, but missed ambitious guidance and was aided by non-recurring customer stocking; future growth is back-loaded and costly. HROW's high debt load and rising interest expenses erode cash generation, with management relying on increased S&M spend and acquisitions for growth.
Harrow, Inc. (HROW) Q4 2025 Earnings Call Transcript
Harrow, Inc. (HROW) Q4 2025 Earnings Call Transcript
