Tarsus Pharmaceuticals remains a Strong Buy, driven by Xdemvy's robust growth and management's $2B+ peak sales target. FY 2025 revenue surged 150% to $451M, with 2026 guidance at $670–$700M and 93% gross margins, though profitability is now expected in 2027. Xdemvy's US market penetration is just 5.6%, with international launches in China (2026) and Europe (2027) set to drive further growth.
Tarsus Pharmaceuticals, Inc. (TARS) Q4 2025 Earnings Call Transcript
Tarsus Pharmaceuticals, Inc. (TARS) came out with a quarterly loss of $0.2 per share versus the Zacks Consensus Estimate of a loss of $0.19. This compares to a loss of $0.6 per share a year ago.
Tarsus Pharmaceuticals (TARS) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Tarsus Pharmaceuticals (TARS) has become technically an oversold stock now, which implies exhaustion of the heavy selling pressure on it. This, combined with strong agreement among Wall Street analysts in revising earnings estimates higher, indicates a potential trend reversal for the stock in the near term.
Tarsus Pharmaceuticals, Inc. is upgraded to Strong Buy with a 12-month price target of $100/share, driven by Xdemvy's rapid commercialization. Xdemvy remains the only approved treatment for Demodex blepharitis, with accelerating sales growth and significant untapped patient population in the U.S. TARS is poised for further upside from global expansion, robust pipeline, and an earnings inflection expected in 2026 as revenue growth achieves profitability.
Tarsus Pharmaceuticals, Inc. ( TARS ) Q3 2025 Earnings Call November 4, 2025 4:30 PM EST Company Participants David Nakasone - Head of Investor Relations Bobak Azamian - Co-Founder, President, CEO & Chairman Aziz Mottiwala - Chief Commercial Officer Jeffrey S. Farrow - CFO & Chief Strategy Officer Seshadri Neervannan - Chief Operating Officer Conference Call Participants Andreas Argyrides - Oppenheimer & Co. Inc., Research Division Eddie Hickman - Guggenheim Securities, LLC, Research Division Jason Gerberry - BofA Securities, Research Division Andrea Tan - Goldman Sachs Group, Inc., Research Division Lachlan Hanbury-Brown - William Blair & Company L.L.C.
Tarsus Pharmaceuticals (TARS) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.
TARS has passed the milestone of $100M in sales per quarter with Xdemvy. TARS guides for softer Q3'25 growth due to seasonality, but expects direct-to-consumer campaigns and reimbursement to drive stronger growth in Q4'25 and beyond. TARS pipeline includes international Xdemvy launches and a new ocular rosacea trial, offering significant future revenue potential beyond current indications.
Tarsus Pharmaceuticals, Inc. (NASDAQ:TARS ) Q2 2025 Earnings Conference Call August 6, 2025 4:30 PM ET Company Participants Aziz Mottiwala - Chief Commercial Officer Bobak R. Azamian - Co-Founder, President, CEO & Chairman David Nakasone - Head of Investor Relations Jeffrey S.
Tarsus Pharmaceuticals, Inc. (TARS) came out with a quarterly loss of $0.48 per share versus the Zacks Consensus Estimate of a loss of $0.33. This compares to a loss of $0.88 per share a year ago.
The heavy selling pressure might have exhausted for Tarsus Pharmaceuticals (TARS) as it is technically in oversold territory now. In addition to this technical measure, strong agreement among Wall Street analysts in revising earnings estimates higher indicates that the stock is ripe for a trend reversal.