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Tg Therapeutics, Inc.. (TGTX) Stock Fundamental Analysis & AI Rating 2026

TGTX Nasdaq Pharmaceutical Preparations DE CIK: 0001001316
Updated This Month • Analysis: May 7, 2026 • SEC Data: 2026-03-31
Combined AI Rating
SELL
70% Confidence
N/A
SELL
70% Conf
Pending
Analysis scheduled

📊 TGTX Key Takeaways

Revenue: $204.9M
Net Margin: 9.7%
Free Cash Flow: $-17.9M
Current Ratio: 5.81x
Debt/Equity: 1.28x
EPS: $0.12
AI Rating: SELL with 70% confidence
Tg Therapeutics, Inc.. (TGTX) receives a SELL rating with 70% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $204.9M, net profit margin of 9.7%, and return on equity (ROE) of 3.4%, Tg Therapeutics, Inc.. demonstrates mixed fundamentals in the Healthcare sector. Below is our complete TGTX stock analysis for 2026.

Is Tg Therapeutics, Inc.. (TGTX) a Good Investment?

Claude

TG Therapeutics demonstrates impressive revenue growth of 87.3% YoY with respectable 17% operating margins, but this is severely undermined by negative operating cash flow of -$17.9M despite positive net income, coupled with a high debt-to-equity ratio of 1.28x. The disconnect between reported profitability and actual cash generation signals fundamental operational challenges or earnings quality concerns that cannot be overlooked.

Why Buy Tg Therapeutics, Inc.. Stock? TGTX Key Strengths

Claude
  • + Strong top-line growth of 87.3% YoY demonstrating significant revenue momentum and market acceptance
  • + Solid operating margin of 17% and net margin of 9.7% indicating competitive positioning and pricing power
  • + Excellent liquidity with current ratio of 5.81x and $442.2M cash balance providing near-term runway
  • + Strong interest coverage of 15.2x enabling comfortable debt service without financial distress risk

TGTX Stock Risks: Tg Therapeutics, Inc.. Investment Risks

Claude
  • ! Critical negative operating cash flow of -$17.9M despite $19.8M net income indicates severe working capital deterioration or earnings quality issues
  • ! Negative free cash flow of -$17.9M is unsustainable and will erode the cash position if operational cash generation does not reverse immediately
  • ! Elevated leverage with debt-to-equity of 1.28x and $745.1M debt amplifies financial risk if revenue growth slows or cash burn accelerates
  • ! Exceptionally low capital returns (ROE 3.4%, ROA 1.3%) suggest inefficient asset utilization and poor capital deployment despite profitability

Key Metrics to Watch

Claude
  • * Operating cash flow reversal and root cause analysis of OCF/net income divergence in subsequent quarters
  • * Days sales outstanding (DSO) and accounts receivable trends to assess collection efficiency
  • * Debt maturity schedule and refinancing requirements given high leverage relative to cash generation
  • * Gross margin sustainability as revenue scales and competitive intensity increases

Tg Therapeutics, Inc.. (TGTX) Financial Metrics & Key Ratios

Revenue
$204.9M
Net Income
$19.8M
EPS (Diluted)
$0.12
Free Cash Flow
$-17.9M
Total Assets
$1.5B
Cash Position
$442.2M

💡 AI Analyst Insight

Strong liquidity with a 5.81x current ratio provides a solid financial cushion.

TGTX Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 17.0%
Net Margin 9.7%
ROE 3.4%
ROA 1.3%
FCF Margin -8.8%

TGTX vs Healthcare Sector: How Tg Therapeutics, Inc.. Compares

How Tg Therapeutics, Inc.. compares to Healthcare sector averages

Net Margin
TGTX 9.7%
vs
Sector Avg 12.0%
TGTX Sector
ROE
TGTX 3.4%
vs
Sector Avg 15.0%
TGTX Sector
Current Ratio
TGTX 5.8x
vs
Sector Avg 2.0x
TGTX Sector
Debt/Equity
TGTX 1.3x
vs
Sector Avg 0.6x
TGTX Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Tg Therapeutics, Inc.. Stock Overvalued? TGTX Valuation Analysis 2026

Based on fundamental analysis, Tg Therapeutics, Inc.. shows some fundamental concerns relative to the Healthcare sector in 2026.

Return on Equity
3.4%
Sector avg: 15%
Net Profit Margin
9.7%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
1.28x
Sector avg: 0.6x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Tg Therapeutics, Inc.. Balance Sheet: TGTX Debt, Cash & Liquidity

Current Ratio
5.81x
Quick Ratio
5.12x
Debt/Equity
1.28x
Debt/Assets
61.9%
Interest Coverage
15.21x
Long-term Debt
$745.1M

TGTX Revenue & Earnings Growth: 5-Year Financial Trend

TGTX 5-year financial data: Year 2023: Revenue $233.7M, Net Income -$348.1M, EPS $-2.63. Year 2024: Revenue $329.0M, Net Income -$223.8M, EPS $-1.65. Year 2025: Revenue $616.3M, Net Income $12.7M, EPS $0.09.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Tg Therapeutics, Inc..'s revenue has grown significantly by 164% over the 5-year period, indicating strong business expansion. The most recent EPS of $0.09 reflects profitable operations.

TGTX Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
-8.8%
Free cash flow / Revenue

TGTX Quarterly Earnings & Performance

Quarterly financial performance data for Tg Therapeutics, Inc.. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2026 $120.9M $5.1M $0.03
Q3 2025 $83.9M $52.0K $0.00
Q2 2025 $73.5M -$3.8M $-0.03
Q1 2025 $63.5M $5.1M $0.03
Q3 2024 $83.9M $52.0K $0.00
Q2 2024 $16.1M -$3.8M $-0.03
Q1 2024 $7.8M -$10.7M N/A
Q3 2023 $94.0K $27.1M $0.19

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Tg Therapeutics, Inc.. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
-$17.9M
Cash generated from operations
Stock Buybacks
$100.0M
Shares repurchased (TTM)
Capital Expenditures
$51.0K
Investment in assets
Dividends
None
No dividend program

TGTX SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Tg Therapeutics, Inc.. (CIK: 0001001316)

📋 Recent SEC Filings

Date Form Document Action
May 6, 2026 10-Q tgtx20260331_10q.htm View →
May 6, 2026 8-K tgtx20260227_8k.htm View →
Apr 30, 2026 DEF 14A tgtx20260301_def14a.htm View →
Mar 20, 2026 8-K tgtx20260319_8k.htm View →
Feb 27, 2026 10-K tgtx20251231_10k.htm View →

Frequently Asked Questions about TGTX

What is the AI rating for TGTX?

Tg Therapeutics, Inc.. (TGTX) has an AI rating of SELL with 70% confidence, based on fundamental analysis of SEC EDGAR filings.

What are TGTX's key strengths?

Claude: Strong top-line growth of 87.3% YoY demonstrating significant revenue momentum and market acceptance. Solid operating margin of 17% and net margin of 9.7% indicating competitive positioning and pricing power.

What are the risks of investing in TGTX?

Claude: Critical negative operating cash flow of -$17.9M despite $19.8M net income indicates severe working capital deterioration or earnings quality issues. Negative free cash flow of -$17.9M is unsustainable and will erode the cash position if operational cash generation does not reverse immediately.

What is TGTX's revenue and growth?

Tg Therapeutics, Inc.. reported revenue of $204.9M.

Does TGTX pay dividends?

Tg Therapeutics, Inc.. does not currently pay dividends.

Where can I find TGTX SEC filings?

Official SEC filings for Tg Therapeutics, Inc.. (CIK: 0001001316) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is TGTX's EPS?

Tg Therapeutics, Inc.. has a diluted EPS of $0.12.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is TGTX a good stock to buy right now?

Based on our AI fundamental analysis in May 2026, Tg Therapeutics, Inc.. has a SELL rating with 70% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is TGTX stock overvalued or undervalued?

Valuation metrics for TGTX: ROE of 3.4% (sector avg: 15%), net margin of 9.7% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

Should I buy TGTX stock in 2026?

Our dual AI analysis gives Tg Therapeutics, Inc.. a combined SELL rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is TGTX's free cash flow?

Tg Therapeutics, Inc..'s operating cash flow is $-17.9M, with capital expenditures of $51.0K. FCF margin is -8.8%.

How does TGTX compare to other Healthcare stocks?

Vs Healthcare sector averages: Net margin 9.7% (avg: 12%), ROE 3.4% (avg: 15%), current ratio 5.81 (avg: 2).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: May 7, 2026 | Data as of: 2026-03-31 | Powered by Claude AI