
Arcutis Biotherapeutics (ARQT) Stock Forecast & Price Target
Arcutis Biotherapeutics (ARQT) Analyst Ratings
Bulls say
Arcutis Biotherapeutics has demonstrated robust financial performance, with Zoryve sales reaching $99.2 million in the third quarter of 2025, reflecting a significant 22% quarter-over-quarter increase and a remarkable 122% year-over-year growth, surpassing market expectations. The company reported positive net income for the first time, indicating improved financial health, and has provided an optimistic initial top-line guidance for 2026 between $455 million and $470 million, which is above the consensus estimate of $438.8 million. Furthermore, the anticipated approval of a foam formulation and ongoing collaborations, such as with Kowa, are expected to drive continued growth in Zoryve's sales momentum throughout 2025 and into 2026.
Bears say
Arcutis Biotherapeutics Inc. experienced a decline in cash reserves, ending 3Q25 with approximately $191 million after a reduction in net operating cash usage, indicating potential cash flow concerns. The company is heavily reliant on a third-party manufacturer, Interquim, for Zoryve's supply, which introduces risks related to production reliability and quality control. Furthermore, Arcutis faces escalating operating expenses associated with the development and commercialization of Zoryve and its pipeline candidates, contributing to a challenging financial outlook.
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
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