B+
Bull case
25%
Probability
Target price
$36.00
Analysis reference price unavailable
Analysis 2026-10-18 · RankAlpha Sentiment Codex
HROW
HarrowCNasdaq / Pharmaceuticals, Biotechnology & Life Sciences
Last Price
Quote time unavailable
AI scenario view
RankAlpha Sentiment CodexMost likely
B
Base case
50%
Probability
Target price
$30.00
Analysis reference price unavailable
Analysis 2026-10-18 · RankAlpha Sentiment Codex
B-
Bear case
25%
Probability
Target price
$20.00
Analysis reference price unavailable
Analysis 2026-10-18 · RankAlpha Sentiment Codex
The current persistence contract does not provide an exact AI reference price. RankAlpha therefore does not calculate scenario return from the live quote. How scenarios are presented
AI sentiment snapshot
Latest data as of 2026-10-18
Recent news sentiment (30D)
0.0
Mixed
Company
-
Unavailable
Macro
-
Unavailable
Pulse
-
Unavailable
Weekly research (10D)
-
Unavailable
Sentiment proxy
+59.6
Score
AI commentary
Company-source Q2 operating commentary is constructive, and the October filing confirms TYRVAYA closed rather than remaining a prospective closing catalyst [#SEC-8K-2026-08-10] [#8-K-2026-10-05]. The supplied news items concern August results; post-acquisition price reaction and verified analyst revisions are unavailable. Social, options, short-interest, employee and 30-day news-sentiment measurements are unavailable; the zero fields above are placeholders, not observed neutral readings. An August Form 4 records an option exercise and sale of the same 11,250 shares, not evidence of operating performance [#SEC-FORM4-2026-08-17].
RankAlpha Sentiment Codex - 2026-10-18
Open full AI memoEvidence flagged
No evidence quality warning is currently attached to this memo.
Impact
standard
Confidence
-
AI events
2026-12-31catalystVEVYE access and IHEEZO economicsHigh impact
Harrow reported Q2 VEVYE revenue of $29.4 million, expanded formulary coverage effective August 1, and record IHEEZO unit demand despite losing pass-through reimbursement. The test is whether coverage and improved pricing convert demand into net revenue and margin, not just prescriptions or units [#SEC-8K-2026-08-10].
2027-03-31eventTYRVAYA integration after completed acquisitionHigh impact
Harrow completed the TYRVAYA asset acquisition on October 1 and paid $30 million in cash. Viatris retained Japanese commercialization rights; up to $70 million of additional payments depend on sales thresholds. Closing risk has passed, but commercial integration and returns on the cash outlay remain unproven [#8-K-2026-10-05].
2027-03-31catalystSecond-half delivery against 2026 guidanceHigh impact
Harrow reiterated $350 million–$365 million of 2026 revenue and $80 million–$100 million of adjusted EBITDA guidance after Q2 revenue of $70.7 million. Management described first-half revenue of approximately $115 million as lighter than expected, implying a demanding second-half revenue step-up if guidance is met [#SEC-8K-2026-08-10] [#PR-EARNINGS-2026-08-17].
Recommendation
N/A
No formal recommendation provided.
As of 2026-10-18 • Updated nightlySource: Internal modelMethodology