
Arcutis Biotherapeutics (ARQT) Stock Forecast & Price Target
Arcutis Biotherapeutics (ARQT) Analyst Ratings
Bulls say
Arcutis Biotherapeutics Inc. has reported a compelling 3Q25 performance, with total Zoryve sales reaching $99.2 million, reflecting a 22% quarter-over-quarter and 122% year-over-year increase, significantly exceeding market expectations. The company achieved positive net income for the first time, alongside an initial 2026 sales guidance of $455 million to $470 million, which is above analyst estimates. Furthermore, continued collaboration with Kowa and recent label expansions are anticipated to further drive Zoryve's growth momentum into 2026.
Bears say
Arcutis Biotherapeutics is projected to reach cash flow breakeven by 2026, maintaining sales guidance of $455 million to $470 million, which may indicate overspending versus revenue generation. The company ended the third quarter of 2025 with approximately $191 million in cash but experienced a substantial reduction in net operating cash flow usage, which fell to about $2 million from $15 million in the previous quarter, suggesting potential liquidity concerns. Additionally, Arcutis faces significant operational risks, including reliance on third-party manufacturer Interquim and increasing operating expenses associated with the development and commercialization of its product candidate Zoryve, which could hinder its financial stability and growth prospects.
This aggregate rating is based on analysts' research of Arcutis Biotherapeutics and is not a guaranteed prediction by Public.com or investment advice.
Arcutis Biotherapeutics (ARQT) Analyst Forecast & Price Prediction
Start investing in Arcutis Biotherapeutics (ARQT)
Order type
Buy in
Order amount
Est. shares
0 shares