US · Healthcare · Biotechnology
EPS came in at 0.06 against a street estimate of 0.17 — a miss of 64.7%.
Analysts rate Arcutis Biotherapeutics Inc a strong buy (7 buy, 1 hold, 0 sell out of 8) with an average price target of $39.12.
CONFIDENT Arcutis raised FY26 guidance to $525–540M (from $480–495M) on 59% YoY Q2 revenue growth to $129.9M. ZORYVE shows momentum across indications; FDA approved pediatric psoriasis (age 2+) and accepted infant AD application (3–24 months, decision Feb 2027). Virtual health platform and AI-enabled fulfillment launched to expand access. Q2 2026 No geographic segments disclosed. Analysts probed Q3 sales trajectory (management cautious on quarterly anchoring), vitiligo efficacy bar (speed-of-onset key differentiator), ARQ-234 enrollment (new mechanism advantage post-OX40), and telehealth patient targeting/conversion (early stage, insurance-covered model). Executives emphasized demand-driven growth, moderated gross-to-net, and focused PCP/peds expansion. 2026-08-05…
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| Fund | Stake |
|---|---|
| Suvretta Capital Management, LLC | 9.89% |
| BlackRock Inc | 8.39% |
| Frazier Life Sciences Management, L.P. | 7.86% |
| Rubric Capital Management LP | 6.58% |
| Polar Capital Holdings PLC | 5.26% |
| State Street Corp | 4.63% |
| Vanguard Capital Management, LLC | 3.97% |
| Morgan Stanley - Brokerage Accounts | 3.54% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 revenue was $143,919 thousand, up from $99,219 thousand in the third quarter of 2025. • Nine-month 2026 revenu | 2026-11-04 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Q3 2026 product revenue was $143.9 million, up 45% from $99.2 million in Q3 2025 and 11% from Q2 2026. • Net income was $8.8 mill | 2026-11-04 |
| Board / officer change · Q4 2026 OTHER NOTABLE POINTS • Arcutis Biotherapeutics increased its Board of Directors from ten to eleven members on October 23, 2026. • Dr. Robert Scott, | 2026-10-28 |
| Quarterly report · Q2 2026 ARCUTIS BIOTHERAPEUTICS, INC. - Q2 2026 SUMMARY HEADLINE NUMBERS • Product Revenue (Q2 2026): $129.9 million, up 59% from $81.5 million in Q2 2025 • | 2026-08-05 |
| Results announced · Q3 2026 ARCUTIS BIOTHERAPEUTICS Q2 2026 FINANCIAL SUMMARY HEADLINE NUMBERS • Q2 2026 net product revenue: $129.9 million, +59% year-over-year vs Q2 2025 ($8 | 2026-08-05 |
| Board / officer change · Q3 2026 ARCUTIS BIOTHERAPEUTICS, INC. - FORM 8-K SUMMARY BUSINESS & SEGMENT HIGHLIGHTS • Arcutis Biotherapeutics is a biopharmaceutical company incorporated | 2026-07-16 |
| Shareholder vote results · Q2 2026 ARCUTIS BIOTHERAPEUTICS, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Company held 2026 Annual Meeting of Stockholders on June 5, 2026 • 125,073,249 s | 2026-06-09 |
| Quarterly report · Q1 2026 ARCUTIS BIOTHERAPEUTICS, INC. — Q1 2026 QUARTERLY REPORT SUMMARY HEADLINE NUMBERS • Product Revenue Q1 2026: $105.4 million vs. $63.8 million in Q1 | 2026-05-06 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.