TG Therapeutics, Inc. research snapshot
TGTX AI stock analysis currently reads TG Therapeutics as a commercial-stage biotechnology company whose investment case is concentrated in BRIUMVI, an anti-CD20 treatment for relapsing forms of multiple sclerosis. At the July 12, 2026 data cutoff, the latest cited close was $57.12 on July 10, implying a market capitalization of about $8.10 billion using 141.72 million shares. Revenue is growing quickly and management raised its 2026 total global revenue target to about $925 million, but the stock still depends on one marketed product, payer access, manufacturing execution, and clinical milestones for simplified dosing and subcutaneous BRIUMVI. The AI forecast is therefore a scenario range rather than a price promise. This page is for informational use only and is not investment advice.
Current price
$57.12
Market cap
$8.10 billion
AI score
68 / 100
Rating
Commercial-stage biotechnology company with strong BRIUMVI growth, improving operating leverage, and high single-product and clinical execution risk
Trend status
Price above the 50-day and 200-day moving averages, with neutral short-term momentum
Data cutoff (updated weekly)
July 12, 2026
Informational use only. This page is not investment advice.
| Dimension | Conclusion | Confidence |
|---|---|---|
| Business quality | TG Therapeutics turns an approved anti-CD20 medicine into recurring treatment revenue through neurologist adoption, infusion access, payer coverage, and patient persistence. The commercial engine is real, but it is still centered on BRIUMVI. | High |
| Moat | Regulatory approval, clinical data, patents reported through 2042, commercial relationships, and a one-hour twice-yearly infusion create advantages. Roche and Novartis provide strong alternatives, so the moat is useful but not wide. | Medium |
| Management | Founder and CEO Michael Weiss and CFO Sean Power have led TG since 2011 and moved it from development into commercialization. The next test is whether buybacks, debt, manufacturing investment, and pipeline spending are balanced without weakening the safety margin. | Medium |
| Financial trend | Revenue rose from $233.7 million in 2023 to $329.0 million in 2024 and $616.3 million in 2025. Q1 2026 revenue reached $204.9 million, while TTM revenue was $700.4 million. Reported 2025 net income included a $339.8 million tax benefit, so cash flow is a better quality check than headline EPS. | High for reported data |
| Valuation | At $57.12, the stock was about 20.62x FY2025 diluted EPS and 11.56x TTM sales in the financial rigor calculation. Negative TTM free cash flow and a large tax benefit make earnings multiples less reliable than the revenue, cash, and pipeline assumptions behind them. | Medium |
| Technical trend | The July 10 close was above the 50-day SMA near $55.99 and 200-day SMA near $49.98. RSI near 49 was neutral, while price action had cooled from the recent 52-week high near $59.30. | Medium |
| Risk level | High. The main risks are BRIUMVI concentration, payer and competitive pressure, manufacturing or supply disruption, clinical and regulatory failure, leverage, dilution or repurchase decisions, and volatile biotech pricing. | High |
| AI confidence | AI research confidence is medium to high because the company reports detailed filings and operating updates. Confidence is lower for three-year price ranges because pipeline outcomes and normalized margins are uncertain. | Medium to high |
| Investment certainty | Investment certainty is lower than AI confidence. The evidence supports a growing commercial product, not a guaranteed long-duration compounder. | Low to medium |
TGTX AI stock forecast
This TGTX AI stock forecast uses a three-year scenario model based on $2.77 of FY2025 diluted EPS, annual EPS growth assumptions, and target P/E multiples. The reported EPS is affected by a large 2025 tax benefit, so these ranges are illustrative and should not be treated as analyst targets or guaranteed outcomes.
$105 to $135
BRIUMVI revenue keeps compounding, the company reaches or exceeds its $925 million 2026 total revenue target, simplified and subcutaneous dosing expand the franchise, and the pipeline adds value without major dilution. The rigor model point estimate was $135.30 using 25% annual EPS growth and a 25x multiple.
$70 to $90
BRIUMVI remains a growing commercial product, revenue approaches management guidance, operating expenses scale with sales, and clinical programs are mixed but not thesis-breaking. The rigor model point estimate was $84.30 using 15% annual EPS growth and a 20x multiple.
$25 to $35
Prescription growth slows, payer concessions increase, a competitor takes share, a manufacturing or safety issue disrupts supply, or clinical milestones fail. The rigor model point estimate was $30.30 using a 10% annual EPS decline and a 15x multiple.
TGTX AI technical analysis
The TGTX AI technical analysis snapshot uses the July 10, 2026 U.S. close and the July 11 GMT technical update. TGTX remained above its medium and long moving averages, but RSI was neutral and the short moving averages were clustered around the current price. Biotech gaps can invalidate chart levels quickly after clinical or regulatory news.
| Level | Value | Why it matters |
|---|---|---|
| Near support | $55 to $56 | The July 10 technical snapshot placed the 50-day SMA at $55.99 and the 100-day SMA at $55.35. A sustained close below this zone would weaken the short-term trend. |
| Major support | $49 to $51 | The 200-day SMA was about $49.98. A close below this area would challenge the medium-term bullish structure. |
| Recent resistance | $58 to $59.30 | The recent high near $59.30 is the first breakout test. A move above it would need volume and no negative pipeline or access news to carry weight. |
| Moving averages | MA50 $55.99; MA200 $49.98 | Price remained above both averages in the cited snapshot, which supports an intact longer trend while the short trend consolidates. |
| Momentum and volume | RSI 49.09; average volume about 2.95M | RSI was neutral. Volume confirmation matters because the stock has a wide recent range and clinical updates can dominate ordinary chart signals. |
| Invalidation level | Daily close below $49 | This is a chart-based review trigger, not an automatic sell instruction. Reassess BRIUMVI demand, cash generation, debt, and pipeline assumptions if it occurs. |
TGTX AI trading strategy
A TGTX AI trading strategy should treat price levels as a risk framework around a high-event-risk biotech, not as a personalized recommendation. Pair chart signals with BRIUMVI demand, payer access, cash flow, debt, and clinical data.
Watch for a hold above $55 to $56 followed by a reclaim of $58 to $59.30 with expanding volume and no adverse BRIUMVI or trial news. The setup is stronger when the 50-day average remains above the 200-day average.
A daily close below the $49 to $51 support zone invalidates the medium-term chart thesis and should trigger a review of the commercial and clinical thesis.
If TGTX pulls back toward $50 to $56 without a fundamental negative event, compare the price move with BRIUMVI prescription growth, gross-to-net trends, cash generation, debt, and upcoming ENHANCE or subcutaneous data.
Do not assume a pullback is mean reversion when the cause is a safety signal, failed trial, lost payer access, manufacturing problem, or a lower revenue outlook.
Track quarterly U.S. BRIUMVI revenue, international royalties and sales, operating expenses, free cash flow, the Blue Owl facility, share repurchases, payer coverage, and the 2026 milestones for ENHANCE, subcutaneous BRIUMVI, and azer-cel.
Reduce confidence if valuation relies on the 2025 tax-boosted EPS, if free cash flow stays negative, or if growth requires more leverage or equity than the current model assumes.
Investment research summary
TG Therapeutics develops and commercializes treatments for B-cell diseases. Today the business is primarily BRIUMVI, an approved anti-CD20 therapy for relapsing forms of multiple sclerosis. Customers and payers pay for disease control, a practical infusion schedule, access support, and a clinical profile that competes with established anti-CD20 therapies.
The moat combines regulatory approval, clinical evidence, patents reported through 2042, commercial know-how, infusion-center access, and payer relationships. It is not a wide consumer moat: Roche, Novartis, new mechanisms, pricing pressure, and future subcutaneous competition can narrow it.
The thesis fails if BRIUMVI adoption slows, rebates or payer restrictions reduce net revenue, a safety or manufacturing issue interrupts supply, the ENHANCE or subcutaneous programs disappoint, azer-cel fails to progress, or debt and buybacks consume cash needed for the pipeline. The most dangerous error is confusing a strong launch with a durable multi-product franchise.
Michael Weiss founded TG and has served as Chairman, President, and CEO since 2011. Sean Power has served as CFO since 2011. Management has shown commercial execution and used non-dilutive financing plus share repurchases, but the next capital-allocation test is whether leverage, buybacks, manufacturing investment, and clinical development remain balanced.
B-cell and anti-CD20 therapies address a durable healthcare need in relapsing multiple sclerosis. This is a long-term medical demand trend rather than a guaranteed industry winner. Treatment sequencing, reimbursement, biosimilar or branded competition, new mechanisms, and regulatory requirements determine how much value reaches TG.
The market price discounts continued BRIUMVI growth and meaningful pipeline optionality. The financial rigor calculation showed about 20.62x FY2025 diluted EPS and 11.56x TTM sales, while TTM free cash flow was negative. Margin of safety is limited unless revenue growth, cash conversion, and clinical execution remain strong.
Source-backed data
Every metric below includes a source and last verification date.
| Metric | Value | Source | Last verified |
|---|---|---|---|
| Latest cited share price | $57.12 U.S. close on July 10, 2026 | Investing.com technical snapshot | July 12, 2026 |
| Market capitalization | $8.10 billion, verified as $57.12 x 141.72 million shares with 0.00% calculation variance | StockAnalysis share count and financial_rigor.py | July 12, 2026 |
| Shares outstanding | 141.72 million current shares in StockAnalysis; Q1 2026 basic weighted-average shares were 144.44 million, while the SEC 10-K reported 159.69 million shares outstanding on February 25, 2026. Dates and share-count definitions differ, so this remains a source gap. | StockAnalysis and TG Therapeutics Q1 2026 results | July 12, 2026 |
| FY2025 revenue | $616.287 million, up from $329.004 million in FY2024 | SEC 2025 Form 10-K and StockAnalysis | July 12, 2026 |
| Q1 2026 revenue | $204.918 million, including $194.8 million of U.S. BRIUMVI net product revenue | TG Therapeutics Q1 2026 results | July 12, 2026 |
| FY2025 net income and quality caveat | $447.179 million; includes a $339.789 million income tax benefit. TTM free cash flow was negative $14.19 million. | SEC 2025 Form 10-K and StockAnalysis cash flow data | July 12, 2026 |
| Cash and investment securities | $572.835 million at March 31, 2026. StockAnalysis reports $575.97 million when long-term investments are included, a 0.27% difference from the company figure. | TG Therapeutics Q1 2026 results and StockAnalysis balance sheet | July 12, 2026 |
| 2026 revenue guidance | Total global revenue target about $925 million; U.S. BRIUMVI target $885 million to $900 million | TG Therapeutics Q1 2026 results | July 12, 2026 |
| Technical snapshot | MA50 $55.99, MA200 $49.98, RSI 49.09, and 52-week range $25.28 to $59.30 | Investing.com technical snapshot | July 12, 2026 |
| Pipeline and financing | ENHANCE and subcutaneous BRIUMVI Phase 3 programs completed enrollment; azer-cel Phase 1 was enrolling; new five-year $750 million senior secured facility announced in March 2026 | SEC Q1 2026 Form 10-Q | July 12, 2026 |
This TGTX AI stock analysis is an informational tool, not investment advice, a solicitation, or a promise of returns. Forecast ranges are scenario outputs based on available data and assumptions that may be wrong. Verify current filings, prices, clinical updates, and your own risk tolerance before making financial decisions.
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