Arcutis Biotherapeutics (NASDAQ:ARQT) Given New $35.00 Price Target at TD Cowen

Arcutis Biotherapeutics (NASDAQ:ARQT) had its price objective upped by research analysts at TD Cowen from $30.00 to $35.00 in a research report issued on Thursday,Benzinga reports. The firm presently has a “buy” rating on the stock. TD Cowen’s price target would suggest a potential upside of 29.34% from the company’s current price.

A number of other research analysts have also weighed in on ARQT. Needham & Company LLC lifted their price target on shares of Arcutis Biotherapeutics from $31.00 to $36.00 and gave the company a “buy” rating in a research note on Thursday. Zacks Research lowered shares of Arcutis Biotherapeutics from a “strong-buy” rating to a “hold” rating in a report on Monday, December 29th. Mizuho upped their target price on shares of Arcutis Biotherapeutics from $32.00 to $37.00 and gave the stock an “outperform” rating in a research note on Friday, November 28th. HC Wainwright increased their target price on Arcutis Biotherapeutics from $30.00 to $34.00 and gave the stock a “buy” rating in a report on Thursday. Finally, Wall Street Zen lowered Arcutis Biotherapeutics from a “strong-buy” rating to a “buy” rating in a report on Saturday, February 14th. Six analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $31.67.

Arcutis Biotherapeutics Trading Up 0.2%

NASDAQ:ARQT traded up $0.05 on Thursday, reaching $27.06. The company’s stock had a trading volume of 1,122,258 shares, compared to its average volume of 1,378,363. Arcutis Biotherapeutics has a 1-year low of $11.86 and a 1-year high of $31.77. The business’s 50-day moving average price is $27.24 and its two-hundred day moving average price is $23.68. The firm has a market cap of $3.31 billion, a PE ratio of -75.21 and a beta of 1.70. The company has a debt-to-equity ratio of 0.68, a quick ratio of 3.28 and a current ratio of 3.50.

Arcutis Biotherapeutics (NASDAQ:ARQT) last released its quarterly earnings data on Wednesday, February 25th. The company reported $0.13 earnings per share for the quarter, beating the consensus estimate of $0.03 by $0.10. Arcutis Biotherapeutics had a negative return on equity of 29.69% and a negative net margin of 13.94%.The business had revenue of $129.50 million for the quarter, compared to analysts’ expectations of $110.79 million. Equities research analysts anticipate that Arcutis Biotherapeutics will post -1.33 earnings per share for the current fiscal year.

Insider Activity at Arcutis Biotherapeutics

In related news, Director Howard G. Welgus sold 10,000 shares of the stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $25.05, for a total transaction of $250,500.00. Following the completion of the transaction, the director directly owned 59,744 shares of the company’s stock, valued at approximately $1,496,587.20. This represents a 14.34% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, insider Larry Todd Edwards sold 2,052 shares of the firm’s stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $25.50, for a total value of $52,326.00. Following the completion of the transaction, the insider owned 148,865 shares of the company’s stock, valued at approximately $3,796,057.50. This represents a 1.36% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 124,656 shares of company stock worth $3,312,365. Corporate insiders own 9.40% of the company’s stock.

Institutional Investors Weigh In On Arcutis Biotherapeutics

Several large investors have recently made changes to their positions in the stock. Johnson Investment Counsel Inc. acquired a new position in Arcutis Biotherapeutics during the third quarter worth $30,000. SBI Securities Co. Ltd. lifted its stake in Arcutis Biotherapeutics by 325.4% in the fourth quarter. SBI Securities Co. Ltd. now owns 1,089 shares of the company’s stock valued at $32,000 after acquiring an additional 833 shares during the last quarter. Global Retirement Partners LLC bought a new position in shares of Arcutis Biotherapeutics in the 4th quarter valued at about $35,000. EverSource Wealth Advisors LLC grew its position in shares of Arcutis Biotherapeutics by 124.0% in the 4th quarter. EverSource Wealth Advisors LLC now owns 1,261 shares of the company’s stock valued at $37,000 after acquiring an additional 698 shares during the period. Finally, NewEdge Advisors LLC increased its stake in shares of Arcutis Biotherapeutics by 209.0% during the 4th quarter. NewEdge Advisors LLC now owns 1,545 shares of the company’s stock worth $45,000 after purchasing an additional 1,045 shares during the last quarter.

Key Arcutis Biotherapeutics News

Here are the key news stories impacting Arcutis Biotherapeutics this week:

• Positive Sentiment: Strong Q4 / FY2025 results and raised 2026 guidance: Q4 net product revenue for ZORYVE was $127.5M (up 84% y/y), FY2025 ZORYVE revenue was $372.1M (up 123% y/y). Company posted positive operating cash flow in Q4 and raised full‑year 2026 net product sales guidance to $480M–$495M — clear signals of commercial momentum and cash generation. Arcutis Announces Fourth Quarter and Full Year 2025 Financial Results and Provides Business Update
• Positive Sentiment: Earnings and revenue beat: Q4 EPS $0.13 vs consensus $0.03 and Q4 revenue $129.5M vs est. ~$110.8M — beats that typically trigger re‑rating and short‑term buying. Arcutis Biotherapeutics, Inc. (ARQT) Surpasses Q4 Earnings and Revenue Estimates
• Positive Sentiment: Analyst upgrade / price‑target increase: Needham raised its price target from $31 to $36 and reiterated a Buy rating — implies ~35% upside from the recent share level and may support further analyst‑driven buying. Needham raises ARQT price target
• Neutral Sentiment: Earnings call / transcripts available for detail: Management provided a business update (including infant sNDA timing and sales‑force expansion); investors will parse call color for execution risk vs upside. Arcutis Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Brokerage consensus: Company received a “Moderate Buy” consensus from brokerages — supportive but not uniformly bullish. ARQT Receives Consensus Recommendation
• Negative Sentiment: Profitability metrics still lag: despite revenue growth and positive cash flow, reported net margin and ROE remain negative (investors may view this as ongoing profitability risk until margins normalize). Arcutis Earnings / Financial Details
• Neutral Sentiment: Marketing and awareness activity: Company launched outreach (e.g., patient awareness campaign with athlete Max Homa) and expanded sales efforts into primary care/pediatrics—positive for long‑term adoption but incremental near term. Max Homa joins ARQT campaign

About Arcutis Biotherapeutics

Arcutis Biotherapeutics is a clinical-stage biopharmaceutical company focused on developing and commercializing innovative therapies for immuno-inflammatory skin diseases. The company’s research and development efforts center on targeted treatments that address the underlying biology of conditions such as plaque psoriasis, atopic dermatitis, seborrheic dermatitis and vitiligo. Arcutis employs a precision-medicine approach to deliver topical therapies designed to improve efficacy and tolerability compared with existing treatment options.

In August 2022, Arcutis received U.S.