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8-K ·Filed Feb 26, 2026

TGTX

TG THERAPEUTICS, INC.
BULLISH
Impact 8/10
Horizonmonths Processed8mo ago SEC0001437749-26-005733
8-K Item 2.02: Earnings release
Actionable Insight ▲ Bullish

The significant revenue growth and raised guidance suggest strong commercial momentum for BRIUMVI. Traders should monitor upcoming clinical catalysts in 2026, including pivotal topline data for the ENHANCE trial (mid-year) and subcutaneous BRIUMVI (year-end 2026/1Q 2027), which could further validate the product's clinical utility and market potential.

DirectionBullish
Confidencehigh
Horizonmonths
Final — all horizons settled through T+60d
TGTX ▲ +26.99% at T+60d
LONG call ✓ call won +26.99% · α vs SPY +19.24% · entry $30.90 → $39.24
Entry = T+0 close
Feb 26, 2026
via day close
T+1d
-2.62%
call -2.62% · α -2.17%
$30.09
settled 8mo ago
T+5d
-6.05%
call -6.05% · α -4.92%
$29.03
settled 8mo ago
T+20d
+3.50%
call +3.50% · α +9.90%
$31.98
settled 7mo ago
T+60d
+26.99%
call +26.99% · α +19.24%
$39.24
settled 5mo ago

Price Chart

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Executive Summary

TG Therapeutics reported strong 2025 financial results with full-year revenue of $616.3 million, driven by 92% year-over-year growth in BRIUMVI U.S. net revenue to $594.1 million. The company raised its 2026 revenue guidance to $875-900 million and announced key clinical milestones ahead, including pivotal topline data readouts for its ENHANCE and subcutaneous BRIUMVI programs.

Key Financial Metrics

Revenue
$616.3M
+87.9% YoY
EPS
$2.77
Guidance
$875M-$900M
raised

Key Facts

  • Full-year 2025 revenue was $616.3 million, up 88% YoY from $329.0 million in 2024
  • BRIUMVI U.S. net revenue reached $594.1 million in 2025, representing 92% YoY growth
  • Company raised 2026 total global revenue guidance to $875-900 million (including $825-850 million from BRIUMVI U.S. net revenue)
  • Net income for 2025 was $447.2 million, compared to $23.4 million in 2024, driven by a $339.8 million non-recurring tax benefit
  • Cash position was $199.5 million as of December 31, 2025

Financial Impact

Revenue grew 88% YoY to $616.3 million in 2025, with BRIUMVI U.S. sales up 92% to $594.1 million. 2026 revenue guidance implies 42-46% growth over 2025.

revenueepscashFlow

Segment Breakdown

SegmentRevenueGrowth
BRIUMVI U.S. Net Revenue$594.1M+92.0%

Risk Factors

  • The substantial net income increase in 2025 was largely driven by a one-time $339.8 million tax benefit, not recurring operations
  • Increased R&D and SG&A expenses reflect growing commercial and development investments, which could pressure margins if revenue growth slows
  • Future revenue depends on successful execution of clinical trials and regulatory approvals for new indications and formulations

Market Snapshot

Exchange
Nasdaq

Investment Themes

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001437749-26-005733
Document: tgtx20251112_8k.htm0001437749-26-005733
Document: 0001437749-26-005733-index-headers.html0001437749-26-005733
Document: 0001437749-26-005733-index.html0001437749-26-005733
Document: 0001437749-26-005733.txt0001437749-26-005733
14 reports for TGTX
Performance horizon
100% Hit rate @ T+60 7 of 7 directional calls Went positive at some point 7 of 7 best @ T+60▲ +63.11%Mar 19, 2026
Filters
Rows
Reports for TGTX — sortable, filterable
TypeNow
Oct 27, 2026
today
SC 13G/A
NEUTRAL ★ 2/10
$54.10awaiting T+60—$56.44 (+4.33%)
Aug 3, 2026
12w ago
8-K
MIXED ★ 6/10
$46.17 $55.99▲ +21.27%▲ +19.49%$56.44 (+22.24%)
Jun 11, 2026
19w ago
Institutional Cluster
MIXED ★ 4/10
$49.52 $55.74▲ +12.56%▲ +9.30%$56.44 (+13.97%)
Jun 3, 2026
20w ago
8-K
BULLISH ★ 7/10
$40.11 $55.72▲ +38.92%▲ +36.42%$56.44 (+40.71%)
Jun 3, 2026
20w ago
Press Release
BULLISH ★ 7/10
$40.11 $55.72▲ +38.92%▲ +36.42%$56.44 (+40.71%)
Jun 1, 2026
21w ago
Press Release
BULLISH ★ 5/10
$37.41 $55.42▲ +48.14%▲ +46.91%$56.44 (+50.87%)
May 27, 2026
21w ago
8-K
BULLISH ★ 7/10
$38.82 $54.27▲ +39.80%▲ +38.06%$56.44 (+45.39%)
May 6, 2026
24w ago
8-K
BULLISH ★ 7/10
$41.97 $52.03▲ +23.97%▲ +21.91%$56.44 (+34.48%)
Apr 30, 2026
25w ago
Press Release
NEUTRAL ★ 1/10
$33.78 $55.75▲ +65.04%▲ +61.93%$56.44 (+67.08%)
Apr 22, 2026
26w ago
Press Release
NEUTRAL ★ 4/10
$38.31 $54.87▲ +43.23%▲ +38.45%$56.44 (+47.32%)
Showing 10 of 14

US Market Status

Market Closed — Opens Wed (< 1m)

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Report published Feb 26, 2026