TARSTarsus Pharmaceuticals shows strong fundamental and thematic potential, particularly in its niche eye care market. However, recent performance trends and certain technical indicators suggest a cautious approach in the short term.
Tarsus Pharmaceuticals operates within the growing biopharmaceutical sector, with a specific focus on ophthalmology. Its lead product, XDEMVY, addresses a specific unmet need in the treatment of blepharitis, which provides a strong thematic angle.
Tarsus Pharmaceuticals shows a mixed but generally improving fundamental picture. While revenue and profitability figures are still developing, the company demonstrates a solid balance sheet and controlled debt.
The stock is experiencing recent downward pressure after a strong rally, with technical indicators suggesting a consolidation or potential pullback before resuming an upward trend.
| Factor | Score |
|---|---|
| Biopharmaceutical Innovation | 85 |
| Eye Care Market Growth | 75 |
| Commercialization Success | 80 |
| Competition | 65 |
| Regulatory Landscape | 75 |
| Factor | Score |
|---|---|
| Valuation | 60 |
| Profitability | 20 |
| Growth | 95 |
| Balance Sheet Health | 85 |
| Cash Flow | 30 |
| Factor | Score |
|---|---|
| Trend Analysis | 40 |
| Momentum | 50 |
| Volume Confirmation | 60 |
| Support & Resistance | 70 |
| Short-Term Performance | 40 |
Positive Earnings Surprises
The company has consistently beaten earnings per share (EPS) estimates in the last four reported quarters, with surprise percentages ranging from 3.87% to 37.28%.
Growth Opportunity vs. Market Cap
The Price/Sales (P/S) ratio has decreased significantly from 97.7 in 2023 to 12.7 in 2024, potentially indicating a more attractive valuation relative to its revenue, especially considering the revenue growth from 2023 to 2024.
High Price-to-Sales Ratio
The current Price/Sales (P/S) ratio for the trailing twelve months (TTM) is 8.8, and it was 12.7 for 2024, which are high compared to the revenue figures, suggesting the stock may be overvalued.
Negative Revenue Growth in Recent Quarters
Quarterly revenue has shown a declining trend from $78.3 million in Q1 2025 to $27.6 million in Q1 2024, indicating significant top-line growth challenges.
August 2025
8
Next Earnings Date
H: $-0.41
A: $-0.41
L: $-0.41
H: 103.93M
A: 95.81M
L: 87.73M
Tarsus Pharmaceuticals, Inc., a commercial stage biopharmaceutical company, focuses on the development and commercialization of therapeutic candidates for eye care in the United States. The company's lead product candidate is XDEMVY, a novel therapeutic for the treatment of blepharitis caused by the infestation of Demodex mites, as well as to treat meibomian gland disease. It is also developing TP-04 for the treatment of Ocular Rosacea; TP-05 for potential Lyme disease prophylaxis; and community malaria reduction. In addition, the company develops lotilaner active pharmaceutical ingredient (API) to address diseases in human medicine, including eye care and infectious disease prevention. Tarsus Pharmaceuticals, Inc. was incorporated in 2016 and is headquartered in Irvine, California.
74.00 USD
The 39 analysts offering 1 year price forecasts for TARS have a max estimate of 94.00 and a min estimate of 51.00.