TARS
TarsusDNasdaq / Pharmaceuticals, Biotechnology & Life Sciences
Last Price
At close
2026-08-05
Current thesis
Strong XDEMVY growth, reaffirmed 2026 sales guidance, deeper prescribing, and two Phase 2 programs with H1 2027 data could support continued commercial and pipeline re-rating.
Posture
Defensive
Lead driver
Sentiment
What changed
Next scheduled catalyst: earnings 2026-08-06.
What can break
A recent negative copay-related allegation is present only through secondary coverage in the packet and is not primary-source confirmed.
Momentum
17
Value
41
Sentiment
65
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $65.00 · Bull $85.00 · Bear $48.00
Earnings
2026-08-06
Data freshness
Prices
As of 2026-08-05
Fundamentals
As of 2026-08-05 • Vendor: Data Vendor v1
Scores
As of 2026-08-05 • Model: HYBRID_IC_RP
AI Memo
As of 2026-08-05 • Model: RankAlpha Sentiment Codex
Investment thesisAs of 2026-08-05
Investment thesis
As of 2026-08-05
Supporting evidence
What
Grade D · Defensive
Confidence Medium · Net Neutral
Target $94.22
Why
Momentum17 · Δ7d +7.0
Value41 · Δ7d -0.0
Sentiment65 · Δ7d +15.4
So what
Weak posture (Net Neutral). Prioritize risk control and patience.
Lead driver: Sentiment · See AI snapshot
Momentum
17
10% active weight
Current posture
7d trendFlat
Δ7d
+7.0
Δ21d
-7.5
Value
41
40% active weight
Current posture
7d trendFlat
Δ7d
-0.0
Δ21d
-0.2
Sentiment
65
49% active weight
Current posture
7d trendImproving
Δ7d
+15.4
Δ21d
+2.3
Why this grade
Composite grade D. Momentum 16.6 / Value 41.0 / Sentiment 64.7
Fundamentals (TTM)As of 2026-08-05
Fundamentals (TTM)
As of 2026-08-05
Market Cap
$2.64B
Beta
0.58
Shares Out
43.02M
P/E (TTM) · Derived
-38.6
P/S (TTM)
9.25
P/FCF (TTM) · Derived
-82.85
Rev YoY
+106.9%
EPS YoY
-74.6%
Gross Margin
+93.5%
Op Margin
-23.9%
Net Debt
-$334.79M
Current Ratio
3.74
As of 2026-08-05 • Updated nightlySource: Internal modelMethodology