Tarsus Pharmaceuticals Inc

Tarsus Pharmaceuticals Inc (TARS) Stock Analysis

$72.290

+1.504 (+2.08%)At close

Loading chart…
High
73.350
Open
70.570
VWAP
71.89
Volume
1.17M
Mkt Cap
950.97M
Low
70.030
Amount
83.88M
EV/EBITDA, TTM
-30.78

Tarsus Pharmaceuticals, Inc. is a commercial-stage biopharmaceutical company. The Company is focused on the development and commercialization of therapeutics, starting with eye care. The Company's lead product candidate, XDEMVY, is a lotilaner ophthalmic solution that targets and eradicates the root cause of Demodex blepharitis, Demodex mite infestation. The active pharmaceutical ingredient (API) of XDEMVY, lotilaner, paralyzes and eradicates mites and other parasites through the inhibition of parasite-specific gamma-aminobutyric acid-gated chloride channels. It is investigating the development of its product candidates to address targeted diseases with medical needs, which include TP-04, a novel ophthalmic gel formulation of lotilaner for the potential treatment of Ocular Rosacea, and TP-05, a novel investigational oral formulation of lotilaner, for potential Lyme disease prophylaxis and community malaria reduction. It is also developing IRX-101, an investigational ocular antiseptic.

AI analysis of Tarsus Pharmaceuticals Inc (TARS)

Buy

Tarsus Pharmaceuticals is a good buy right now due to its strong acquisition strategy and robust revenue growth. The current price is $73.16, with a forward P/E of 68.03 indicating potential for future earnings growth. Additionally, the company reported a gross margin of 93% in Q2 2026, reflecting strong profitability. However, the main risk is the negative net income of $18.55 million in Q2 2026, which investors should consider.

Valuation Metrics

The current forward P/E ratio for Tarsus Pharmaceuticals Inc (TARS) is 68.03, compared to its 5-year average forward P/E of 132.26.

Forward P/E

Fair
5Y Average P/E
132.26
Current P/E
68.03
Overvalued
731.57
Undervalued
-467.05

Forward EV/EBITDA

Fair
5Y Average EV/EBITDA
-0.36
Current EV/EBITDA
-30.78
Overvalued
47.09
Undervalued
-47.81

Forward P/S

Fair
5Y Average P/S
14.93
Current P/S
3.57
Overvalued
28.71
Undervalued
1.14

Alphio AI Price Scenarios for TARS

Scenario prices are the last monthly forecast band of the current year. Probabilities are fixed model weights (25 / 50 / 25), not guarantees.

B

Bull

Bull · 25%TARS

$147.86

Scenario price

B

Base

Base · 50%TARS

$101.61

Scenario price

B

Bear

Bear · 25%TARS

$99.13

Scenario price

Whales holding TARS

C

Caption Management, LLC

+ HoldingTARS

+2.69%

3M Return

P

Pale Fire Capital SE

+ HoldingTARS

-1.78%

3M Return

P

Paradigm Biocapital Advisors LP

+ HoldingTARS

-3.78%

3M Return

R

RTW Investments, LP

+ HoldingTARS

-11.48%

3M Return

R

Rock Springs Capital Management LP

+ HoldingTARS

-11.63%

3M Return

V

Vestal Point Capital, LP

+ HoldingTARS

-16.91%

3M Return

Events Timeline

2026-10-13 (ET)

20:00:00

10-Year Treasury Yield Falls Below 5.2%, Financial Stocks Under Pressure

17:30:00

Selling Stockholders Plan to Sell 2.91M Shares of Common Stock

17:00:00

Selling Stockholders Plan to Sell 2.23M Shares of Common Stock

2026-08-06 (ET)

09:30:00

Tarsus Enters Agreement to Acquire Alkeus for Approximately $450 Million

2026-07-15 (ET)

16:30:00

RxSight Appoints Aziz Mottiwala as New CEO

News

TARS FAQ — answered by Alphio AI

Tarsus Pharmaceuticals, Inc. is a commercial-stage biopharmaceutical company. The Company is focused on the development and commercialization of therapeutics, starting with eye care. The Company's lead product candidate, XDEMVY, is a lotilaner ophthalmic solution that targets and eradicates the root cause of Demodex blepharitis, Demodex mite infestation. The active pharmaceutical ingredient (API) of XDEMVY, lotilaner, paralyzes and eradicates mites and other parasites through the inhibition of parasite-specific gamma-aminobutyric acid-gated chloride channels. It is investigating the development of its product candidates to address targeted diseases with medical needs, which include TP-04, a novel ophthalmic gel formulation of lotilaner for the potential treatment of Ocular Rosacea, and TP-05, a novel investigational oral formulation of lotilaner, for potential Lyme disease prophylaxis and community malaria reduction. It is also developing IRX-101, an investigational ocular antiseptic. It operates in the Healthcare sector (BIOLOGICAL PRODUCTS, (NO DISGNOSTIC SUBSTANCES) industry).

Tarsus Pharmaceuticals is a good buy right now due to its strong acquisition strategy and robust revenue growth. The current price is $73.16, with a forward P/E of 68.03 indicating potential for future earnings growth. Additionally, the company reported a gross margin of 93% in Q2 2026, reflecting strong profitability. However, the main risk is the negative net income of $18.55 million in Q2 2026, which investors should consider.

Community

More ↗
0xLunarbazaar9/24/2026

$TARS Tarsus Pharmaceuticals resumed with a Buy at Goldman Sachs Goldman Sachs analyst Andrea Newkirk resumed coverage of Tarsus Pharmaceuticals with a Buy rating and $116 price target. Goldman resumed coverage of the biotechnology sector, saying the group has continued to outperform despite a backdrop of elevated macro volatility and rising interest rates. The rally has been supported by robust acquisition activity, positive clinical catalysts, and a more constructive regulatory outlook, the analyst tells investors in a research note. Goldman favors companies with "de-risked commercial execution and underappreciated pipeline optionality."

Show more
Sign up or log in to join the discussion

This page is for research only and is not investment advice. Models can be wrong. Past performance does not guarantee future results.

Start trading