TG Therapeutics, Inc. (TGTX) surged 6.1% during Thursday’s trading session, reaching $29.57 per share. The move comes as investors react to the company’s preliminary full-year 2025 financial results and an optimistic revenue outlook for 2026.
According to preliminary reports from Investing.com, the biotechnology firm’s primary revenue driver, BRIUMVI, significantly exceeded commercial expectations.
| Current Price | $29.57 |
| Daily Change | +6.10% 🟢 |
| Day Range | $28.45 – $33.24 |
| 52-Week Range | $25.28 – $46.48 |
The upward momentum follows a presentation by CEO Michael S. Weiss at the J.P. Morgan Healthcare Conference earlier this week. The stock has seen a sharp reversal in sentiment, breaking a trend that saw share prices decline roughly 6% over the previous 12 months.
Retail sentiment remains “extremely bullish” as the company transitions into a phase of sustained commercial growth.
Key Takeaways
- Preliminary 2025 global revenue reached approximately $616 million, beating the company's own guidance.
- TG Therapeutics issued 2026 revenue guidance of $875 million to $900 million.
- U.S. sales of BRIUMVI for the full year 2025 totaled $594 million, including $182 million in the fourth quarter.
- Analysts at Stifel raised their price target for TGTX from $30 to $35 following the update.
- The company anticipates several clinical milestones in 2026, including data for a subcutaneous formulation of BRIUMVI.
Why Did TG Therapeutics (TGTX) Stock Surge Today?
The primary catalyst for today's rally was a comprehensive financial update that showed TG Therapeutics is outperforming both internal and external expectations. While the stock faced resistance throughout 2025, the January 13 announcement of a revenue beat triggered immediate interest.
The stock rose between 6% and 7% in after-hours trading immediately following the news and continued its climb through the January 15 session.
| Time Period | Price Change | Performance |
|---|---|---|
| 1 Month | -5.77% | 🔴 |
| 3 Months | -13.47% | 🔴 |
| 6 Months | -23.94% | 🔴 |
| 1 Year | +6.76% | 🟢 |
Market activity has been supported by a massive spike in social media engagement. Data shows social media volume for TGTX increased 195% on platforms like Stocktwits, where retail investors highlighted the company's clear path to profitability.
This surge in interest effectively broke a pattern of lackluster stock performance, even as the company's fundamentals improved over the last six months.
What Drove TGTX's Impressive Preliminary 2025 Revenue and 2026 Guidance?
The commercial success of BRIUMVI (ublituximab-xiiy) remains the engine of the company's growth. For the full year 2025, TG Therapeutics reported total global revenue of $616 million, which surpassed the consensus estimate of $604 million.
This growth was highlighted by a 150% year-over-year revenue increase, fueled by fourth-quarter U.S. product sales of $182 million. Looking ahead, the company provided a 2026 revenue target of $875 million to $900 million, aligning closely with analyst expectations of $895.6 million.
CEO Michael S. Weiss noted that the commercial performance in 2025 reinforces confidence in a “multi-billion dollar opportunity” for BRIUMVI. To support this growth, the company plans to spend $350 million on operating expenses in 2026, with an additional $100 million dedicated to manufacturing setup for new formulations.
How Do Analysts View TGTX's Future and BRIUMVI's Potential?
Wall Street analysts have responded positively to the updated guidance and the company’s high gross profit margin of 85.3%. Stifel recently raised its price target for TGTX to $35, while BTIG reiterated a Buy rating.
Analysts cited BRIUMVI’s impressive market penetration and its differentiated safety profile as key reasons for continued optimism despite a competitive landscape in the multiple sclerosis market. InvestingPro analysis currently suggests the stock may be undervalued, with some high-end price targets reaching as high as $60.
The company’s ability to exceed its raised guidance from November 2025 has signaled to the market that management has a strong handle on commercial execution. Furthermore, the reported diluted earnings per share (EPS) of $2.78 provides a solid valuation foundation for institutional investors.
How Does TG Therapeutics Compare to the Biotechnology Sector Today?
TG Therapeutics significantly outperformed the broader biotechnology sector today. While the industry average change was around 2.25%, TGTX’s gain of over 6% placed it among the top performers in its peer group.
For comparison, Structure Therapeutics (GPCR) rose over 8%, while other peers like Inhibrx Biosciences (INBX) and PTC Therapeutics (PTCT) saw more modest gains of 3.6% and 2.5% respectively.
| Company | Symbol | Daily Change |
|---|---|---|
| Structure Therapeutics | GPCR | +8.23% |
| Inhibrx Biosciences | INBX | +3.62% |
| PTC Therapeutics | PTCT | +2.51% |
| Industry Avg | – | +2.25% |
| TG Therapeutics | TGTX | +6.10% |
Earlier in the week, the contrast was even more stark. As TGTX began its rally on January 13, several biotech peers like MRUS and LEGN saw their stock prices decline by 7% and 5% respectively.
This divergence indicates that TGTX's current price movement is driven by specific company catalysts rather than a general sector-wide “risk-on” move by investors.
What Should Investors Watch Next for TG Therapeutics?
Investors should keep a close eye on the company's clinical pipeline, which is expected to deliver major data readouts in 2026. In mid-2026, the company expects to release pivotal topline data from the ENHANCE trial regarding consolidated IV BRIUMVI dosing.
Additionally, preliminary Phase 1 data for azer-cel, a candidate for Progressive Multiple Sclerosis, is slated for the second half of 2026. Perhaps the most significant milestone is the development of a subcutaneous formulation of BRIUMVI.
Pivotal data for this formulation is expected between late 2026 and early 2027. If successful, this would allow for easier administration and potentially capture a larger share of the market.
Investors will also be watching to see if the company can maintain its high margins while scaling up its $450 million in projected operating and inventory costs.
The Bottom Line
TG Therapeutics has entered 2026 with strong commercial momentum, backed by a significant revenue beat and transparent growth targets. The market’s positive reaction reflects confidence in the long-term potential of BRIUMVI and the company’s ability to meet ambitious milestones.
| 🟢 Bull Case | 🔴 Bear Case |
|---|---|
| • FY25 Revenue ($616M) beat guidance | • High reliance on single product (BRIUMVI) |
| • Strong 2026 Revenue Guidance | • 2026 OpEx/Inventory spend of $450M |
| • Robust 85.3% gross profit margins | • High biotechnology sector volatility |
However, risks remain, including the company's heavy reliance on a single product and the substantial increase in projected operating expenses for the coming year. While the current outlook is bullish, investors should weigh the potential of the upcoming clinical data against the inherent volatility of the biotechnology sector.
