TG Therapeutics (TGTX) drew fresh attention after record-setting Q1 2026 revenue tied to BRIUMVI, a higher full year revenue outlook of about US$925 million, and progress on key Phase 3 clinical milestones.

The recent six day rally, with a 7 day share price return of 27.37% and a 90 day share price return of 49.08%, suggests momentum has strengthened around Q1 results, raised 2026 guidance and upcoming BRIUMVI Phase 3 readouts. The 1 year total shareholder return of 27.07% points to meaningful gains over a longer holding period.

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After a rapid move that added roughly US$1.4b in market value and left the stock around 12% below the average analyst price target, the key question is whether TGTX still trades at a discount or if the market is already pricing in future growth.

Most Popular Narrative: 3.2% Undervalued

The most followed narrative pegs TG Therapeutics' fair value at about $44.43 per share, only slightly above the recent $43.03 close, which keeps attention fixed on the underlying growth story and its assumptions.

The planned launch of subcutaneous (subcu) BRIUMVI is a significant upcoming catalyst, as it could unlock access to 35-40% of the anti-CD20 MS market segment currently dominated by self-administered therapies, greatly increasing BRIUMVI's addressable market and supporting long-term revenue growth.

Curious what kind of revenue ramp, margin reset, and future P/E this narrative leans on. The confidence comes from specific, quantified targets, not vague optimism.

Result: Fair Value of $44.43 (UNDERVALUED)

However, this hinges on BRIUMVI staying on track. Any setback in MS competition, pricing, or the early stage pipeline could quickly weaken that underpriced narrative.

Next Steps

With mixed signals across growth, valuation and sentiment, this is the moment to look at the numbers yourself, move quickly and shape your own view using the 4 key rewards and 1 important warning sign

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.