B+
Bull case
30%
Probability
Target price
$95.00
Analysis reference price unavailable
Analysis 2026-08-08 · RankAlpha Sentiment Codex
TARS
TarsusCNasdaq / Pharmaceuticals, Biotechnology & Life Sciences
Last Price
Quote time unavailable
AI scenario view
RankAlpha Sentiment CodexPost-earnings T+3Most likely
B
Base case
50%
Probability
Target price
$75.00
Analysis reference price unavailable
Analysis 2026-08-08 · RankAlpha Sentiment Codex
B-
Bear case
20%
Probability
Target price
$52.00
Analysis reference price unavailable
Analysis 2026-08-08 · 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 2026-08-08
Recent news sentiment (30D)
-
Unavailable
Company
-
Unavailable
Macro
-
Unavailable
Pulse
-
Unavailable
Weekly research (10D)
-
Unavailable
Sentiment proxy
+60.4
Score
AI commentary
The company-source earnings release provides concrete support for strong sales, adoption, guidance, and pipeline execution. The RankAlpha anchor price was $64.79 on August 7, while secondary coverage quoted shares down about 5.1%; the exact pre-print benchmark and timing are not independently clear. The latest surfaced analyst action predates the print, and no verified post-earnings target or estimate revisions were found. Social coverage is unavailable, so the appropriate stance remains cautious monitoring rather than high-conviction positioning. [MarketBeat](https://www.marketbeat.com/earnings/reports/2026-8-6-tarsus-pharmaceuticals-inc-stock/)
RankAlpha Sentiment Codex - 2026-08-08
Open post-earnings memoEvidence flagged
No evidence quality warning is currently attached to this memo.
Impact
standard
Confidence
-
AI events
2026-08-11eventPost-earnings digestion of raised XDEMVY outlookMedium impact
Q2 2026 XDEMVY net product sales were $173.9 million, up more than 69% year over year, with growth driven by higher volume and improved gross-to-net discounts. Full-year 2026 guidance increased to $685–705 million from $670–700 million; verified EPS and revenue surprise versus consensus remain unavailable. [#SEC-8K-2026-08-06](https://www.sec.gov/Archives/edgar/data/1819790/000181979026000063/exhibit991tarsus862026.htm)
2026-11-06eventTP-04 and TP-05 Phase 2 dataHigh impact
The TP-04 KORE trial continues to progress and TP-05 Calliope completed enrollment; topline data for both programs is expected in the first half of 2027. [#SEC-8K-2026-08-06](https://www.sec.gov/Archives/edgar/data/1819790/000181979026000063/exhibit991tarsus862026.htm)
2027-08-08catalystContinued XDEMVY commercial uptakeHigh impact
The company reported that ECPs prescribing XDEMVY five or more times weekly doubled year over year, supporting continued commercial execution. Gross margin remained approximately 93%, but sustained demand and repeatability of volume and gross-to-net benefits remain key monitoring points. [#SEC-8K-2026-08-06](https://www.sec.gov/Archives/edgar/data/1819790/000181979026000063/exhibit991tarsus862026.htm)
Recommendation
N/A
No formal recommendation provided.
As of 2026-08-08 • Updated nightlySource: Internal modelMethodology