Post-earnings recap
Reported
Mon, Aug 3, 2026
EPS actual
$0.05
EPS est.
$0.41
EPS surprise
-87.75%
1-day move
-11.26%
TG Therapeutics reported an EPS of $0.05, significantly missing expectations. The stock reacted negatively, dropping 11.26%, likely due to the disappointing earnings performance and lack of revenue information.
| Metric | Actual | Expected | Surprise |
|---|---|---|---|
| EPS | $0.05 | N/A | -87.75% |
| Revenue | — | N/A | — |
No transcript is on record for the earnings call, so the analysis is based solely on numerical results.
TG Therapeutics, Inc. is a biotechnology company focused on developing innovative therapies for patients with cancer and autoimmune diseases. With a market cap of $7 billion, the company is part of the health care sector, which is increasingly important as advancements in biotechnology continue to transform treatment options.
Last quarter
In the last quarter, TG Therapeutics reported an EPS of $0.12, which was significantly below the expected $0.23, resulting in a 48.5% surprise. Despite the disappointing earnings, the stock rose by 16.26% the following day.
EPS beat streak
0Q
EPS beat rate
25%
Avg EPS surprise
+77.37%
Avg 1-day reaction
-2.53%
Overall, expectations for this earnings report are mixed, especially given the company's recent history of earnings surprises. Investors will be closely watching for any signs of improvement in profitability and revenue.
Bull case
If TG Therapeutics can exceed EPS expectations and show strong revenue growth, it may signal a turnaround in performance, leading to increased investor confidence.
Bear case
On the other hand, if the company continues to miss earnings expectations, it could raise concerns about its growth strategy and long-term viability, potentially leading to a decline in stock price.
The print will turn on these.
Q1
Will the EPS exceed the expected $0.23?
Given the company's recent history of missing EPS estimates, a positive surprise could significantly boost investor sentiment.
Q2
What are the revenue figures for this quarter?
Revenue performance is critical for assessing the company's growth trajectory and overall health, especially after recent disappointments.
—
Est. EPS
$0.60
Est. Rev
$13.8B
Impl. Move
±8.2%
Why consensus could be wrong
The Street may underestimate the potential for TG Therapeutics to rebound from recent earnings misses, as the company's innovative pipeline could drive future growth.
Supporting evidence
The stock has historically reacted positively to unexpected earnings surprises, suggesting potential for upside.
Options pricing indicates a lower expected move compared to historical averages, which may not fully capture the company's growth potential.
Key risk
If the company reports an EPS above $0.23, it could challenge the current bearish sentiment.
Pre-commit to what would confirm each case.
The core debate this quarter revolves around whether TG Therapeutics can turn around its recent earnings performance and demonstrate sustainable growth.
Bull confirmed if
A positive EPS surprise of $0.23 or better would confirm the bull case.
Bear confirmed if
An EPS miss below $0.12 would reinforce bearish sentiment.
What the market is pricing for the move.
Implied Move
±3.57%
Historical Avg
±11.2%
The options market is pricing in a modest move around earnings, suggesting that investors are uncertain about the company's performance this quarter.
Options are pricing ±3.6% while TGTX has averaged ±11.2% over the last 8 prints — setup is pricing cheap.
ATM IV
0.5%
30d HV
59.8%
Likely market behavior by outcome. Not investment advice.
Beat & raise
If TG Therapeutics beats expectations, history suggests a potential stock increase of around 10.28%, confirming a positive outlook.
In line / cautious
If results are in line with expectations, the stock may experience a muted reaction as investors await further guidance.
Miss
A miss could lead to a decline of approximately 4.05%, reflecting ongoing concerns about the company's performance.
The lines on the call that would change the story.