Harrow's Q2 results were solid, but meeting ambitious full-year revenue guidance will require flawless execution amid recent topline misses and a challenging market. VEVYE, IHEEZO, and TRIESENCE are key growth drivers, but VEVYE's revenue must accelerate and biosimilars add complexity and legal risk to the thesis. Aggressive acquisitions have left Harrow with high debt and limited cash, making continued operational execution critical to avoid financial strain.
Harrow, Inc. (NASDAQ:HROW ) Q2 2025 Earnings Call August 12, 2025 8:00 AM ET Company Participants Andrew R. Boll - CFO & Corporate Secretary Mark L.
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.
Harrow (HROW) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.
Harrow, Inc. is a strong swing trade in the $20s, with long-term upside as sales and new product launches drive sustained profits. Recent licensing of BYQLOVI and the VEVYE Access for All program are major catalysts, positioning VEVYE as a future top revenue product. Q1 results were mixed, with revenue growth but margin pressure; strategic shifts aim to boost branded product margins and long-term profitability.
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Harrow has successfully leveraged its compounding pharmacy roots to drive rapid branded drug growth. Revenue has grown at a steady 40% CAGR for a decade & EBITDA has grown even more sharply. Management is guiding for this to not only continue, but actually accelerate. Harrow's operating leverage is plainly evident in the data. EBITDA margins have risen sharply as the company has grown, and management has guided for this to accelerate in 2025.
Harrow, Inc. (NASDAQ:HROW ) Q1 2025 Results Conference Call May 9, 2025 8:00 AM ET Company Participants Jamie Webb - Director, Communications & IR Mark Baum - CEO Andrew Boll - CFO Conference Call Participants Thomas Flaten - Lake Street Capital Markets Chase Knickerbocker - Craig Hallum Jeffrey Cohen - Ladenburg Thalmann and Company Yi Chen - H. C. Wainwright Mayank Mamtani - B.
Harrow (HROW) came out with a quarterly loss of $0.38 per share versus the Zacks Consensus Estimate of $0.02. This compares to loss of $0.28 per share a year ago.
Harrow's stock is down 17% since my last analysis and "Sell" recommendation. Harrow's Q4 and FY24 results show significant revenue growth and improved net income, but the company faces complex reimbursement challenges and tough competition. Valuation models suggest Harrow is fairly valued if it achieves 20% revenue growth and 15% FCF margins, though these are lofty expectations.
Harrow, Inc. (NASDAQ:HROW ) Q4 2024 - Earnings Conference Call March 28, 2025 8:00 AM ET Company Participants Jamie Webb - Director, Communications & IR Mark Baum - CEO Andrew Boll - CFO Conference Call Participants Chase Knickerbocker - Craig Hallum Thomas Flaten - Lake Street Capital Markets Jeffrey Cohen - Ladenburg Thalmann and Company Mayank Mamtani - B. Riley Securities Yi Chen - H.
Harrow, Inc. is a speculative buy, with potential trading gains from the $20s to the $30s, and long-term growth prospects. The company reported strong Q4 growth, with an 84% revenue increase and improved gross profit margins, driven by key products IHEEZO and VEVYE. Harrow's 2025 revenue guidance is bullish, expecting over $280 million, a 40% increase, supported by the VEVYE Access for All program.