Oppenheimer Raises Its Price Target on Tarsus Pharmaceuticals, Inc. (TARS) to $105 and Maintains an Outperform Rating

Core Insights - Tarsus Pharmaceuticals, Inc. (NASDAQ:TARS) is recognized as one of the 10 Fastest Growing NASDAQ Stocks to Buy [1] - Analysts have raised price targets for Tarsus following strong quarterly results and positive sales guidance for its product XDEMVY [2][3] Financial Performance - Tarsus reported Q4 EPS of (20 cents), which was below consensus estimates of (13 cents) [3] - Q4 revenue reached $151.67 million, exceeding the consensus estimate of $144.56 million [3] - The company provided FY26 net product sales guidance of $670 million to $700 million for XDEMVY, indicating a year-over-year increase of $230 million [2] Market Position and Growth Potential - The sales guidance for 2026 positions XDEMVY to potentially achieve over $2 billion in peak U.S. sales [2] - Tarsus has only penetrated a small portion of the estimated 25 million patient Demodex blepharitis market, suggesting significant room for growth [3] - The CEO highlighted that XDEMVY has initiated a fundamental shift in eye care, establishing a growing franchise within two years of its launch [3] Analyst Ratings - Oppenheimer raised its price target on Tarsus to $105 from $95 and maintained an Outperform rating [2] - Guggenheim increased its price target to $90 from $87 and reiterated a Buy rating, citing strong 2025 results [3]