• TG Therapeutics, Inc. has reported its first-quarter 2026 results, with revenue rising to US$204,920,000 from US$120,860,000 a year earlier and net income increasing to US$19,780,000 from US$5,060,000, lifting basic earnings per share from continuing operations to US$0.14 and diluted earnings per share to US$0.12.
• The strong quarterly performance underscores ongoing traction for Briumvi in multiple sclerosis and sets the backdrop for the company’s planned subcutaneous formulation launch, which could further influence its business mix and earnings profile.
• We will now examine how this sharp year-on-year earnings improvement may reshape TG Therapeutics’ investment narrative around Briumvi-led growth.

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TG Therapeutics Investment Narrative Recap

To own TG Therapeutics today, you need to believe BRIUMVI can remain the core earnings engine while a subcutaneous version broadens its reach. The Q1 2026 beat, with revenue at US$204,920,000 and net income at US$19,780,000, reinforces that story but does not remove the central near term risk: intense anti CD20 competition and payer pressure that could quickly change BRIUMVI’s pricing power and share.

The most relevant recent update is TG’s completion of enrollment for its Phase 3 trial of subcutaneous BRIUMVI, designed to support a potentially self administered regimen. Together with the strong Q1 numbers, this keeps the planned subcutaneous launch front and center as the key catalyst, but it also sharpens the question of how much pricing and reimbursement pressure TG may face if payers push harder toward at home therapies.

Yet behind this strong quarter, one risk investors should be aware of is...

TG Therapeutics’ narrative projects $1.5 billion revenue and $461.7 million earnings by 2029.

Uncover how TG Therapeutics' forecasts yield a $44.43 fair value, a 23% upside to its current price.

Exploring Other Perspectives

Before this quarter, the most optimistic analysts were modeling revenue reaching about US$1.5 billion and earnings near US$654 million by 2028, assuming rapid subcutaneous BRIUMVI uptake; compared with the more cautious consensus, that is a far more bullish story that today’s earnings could either support or challenge as new information comes through.

Explore 7 other fair value estimates on TG Therapeutics - why the stock might be worth less than half the current price!

Form Your Own Verdict

Don't just follow the ticker - dig into the data and build a conviction that's truly your own.

• A great starting point for your TG Therapeutics research is our analysis highlighting 4 key rewards and 1 important warning sign that could impact your investment decision.
• Our free TG Therapeutics research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate TG Therapeutics' overall financial health at a glance.

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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.