Arcutis Biotherapeutics, Inc.

Arcutis Biotherapeutics, Inc.

ARQTยทNASDAQ

$21.35

-0.56%
HealthcareBiotechnology

Arcutis Biotherapeutics, Inc., a biopharmaceutical company, focuses on developing and commercializing treatments for dermatological diseases. Its lead product candidate is ARQ-151, a topical roflumilast cream that has completed Phase III clinical trials for the treatment of plaque psoriasis and atopic dermatitis. The company is also developing ARQ-154, a topical foam formulation of roflumilast for the treatment of seborrheic dermatitis and scalp psoriasis; ARQ-252, a selective topical janus kinase type 1 inhibitor for hand eczema and vitiligo; and ARQ-255, a topical formulation of ARQ-252 designed to reach deeper into the skin in order to treat alopecia areata. The company was formerly known as Arcutis, Inc. and changed its name to Arcutis Biotherapeutics, Inc. in October 2019. Arcutis Biotherapeutics, Inc. was incorporated in 2016 and is headquartered in Westlake Village, California.

At a Glance

Live Snapshot
Market Cap$2.67B
EPS-0.1300
P/E Ratio-164.23
Earnings Date08/05/2026
arqt

Arcutis Biotherapeutics, Inc. Street Expectations Map

ARQT ยท NASDAQ

Wall Street analysts project that ARQT stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 34.00, with estimates ranging from a low of 34.00 to a high of 34.00.

Lowest Target
34.00
59.25%
Consensus Target
34.00
59.25%
Highest Target
34.00
59.25%

The consensus 1-year price target stands at 34.00, with estimates ranging from a low of 34.00 to a high of 34.00.

Analyst Consensus Analysis

Upside Potential

+59.3%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

0.0% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Analyst Conviction

Very High

Strong buy conviction: High upside with tight consensus suggests compelling investment opportunity backed by analyst confidence.

Market Sentiment Insight

Rare opportunity: Exceptional upside potential with strong analyst consensus creates a compelling setup. The combination of significant price target premium and tight agreement suggests high-conviction undervaluation that may attract institutional capital.

arqt

Arcutis Biotherapeutics, Inc. Forward Estimates of Revenue

ARQT ยท NASDAQ
Latest Revenue
376.07M
FY 2025
Avg Estimate
497.10M
FY 2026
Estimate Range
493.43M - 499.42M
Analyst Spread

Forward Growth Analysis

Projected Growth+32.2%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

arqt

Arcutis Biotherapeutics, Inc. Forward Estimates of Net Income

ARQT ยท NASDAQ
Latest Net Income
-16.14M
FY 2025
Avg Estimate
15.18M
FY 2026
Estimate Range
-8.44M - 48.97M
Analyst Spread

Forward Growth Analysis

Projected Growth+194.0%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread378%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

High forecast uncertainty: Wide estimate range indicates analysts struggling to predict outcomesโ€”suggests elevated risk and potential volatility.

arqt

Arcutis Biotherapeutics, Inc. Forward Estimates of EPS

ARQT ยท NASDAQ
Latest EPS
-0.13
FY 2025
Avg Estimate
$0.20
FY 2026
Estimate Range
$-0.07 - $0.38
Analyst Spread

Forward Growth Analysis

Projected Growth+253.1%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread227%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

arqt

Arcutis Biotherapeutics, Inc. Forward Estimates of EBIT

ARQT ยท NASDAQ
Latest EBIT
-2.89M
FY 2025
Avg Estimate
-156.95M
FY 2026
Estimate Range
-157.68M - -155.79M
Analyst Spread

Forward Growth Analysis

Projected Growth-5336.5%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

arqt

Arcutis Biotherapeutics, Inc. Forward Estimates of EBITDA

ARQT ยท NASDAQ
Latest EBITDA
2.48M
FY 2025
Avg Estimate
-154.22M
FY 2026
Estimate Range
-154.94M - -153.08M
Analyst Spread

Forward Growth Analysis

Projected Growth-6318.4%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

arqt

Arcutis Biotherapeutics, Inc. Forward Estimates of SG&A Expense

ARQT ยท NASDAQ
Latest SG&A Expense
274.55M
FY 2025
Avg Estimate
3.89B
FY 2026
Estimate Range
3.86B - 3.91B
Analyst Spread

Forward Growth Analysis

Projected Growth+1317.1%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

arqt

Arcutis Biotherapeutics, Inc. Insider Positioning

ARQT ยท NASDAQ

During the last 12 months, insiders have purchased $65K and sold $10.83M worth of ARQT shares, resulting in $10.76M of net selling activity.

3 Months

Bought

0

0.00

Sold

25.2K

588.39K

Net Activity

-588K

-$588K

3-6 Months

Bought

0

0.00

Sold

85.4K

2.26M

Net Activity

-2.3M

-$2.26M

6-9 Months

Bought

0

0.00

Sold

234.4K

6.08M

Net Activity

-6.1M

-$6.08M

9-12 Months

Bought

4.9K

64.86K

Sold

126.7K

1.91M

Net Activity

-1.8M

-$1.84M

Top Buyers

1
HPJ

Heron Patrick J

Director

4.9K sharesโ€ข3 transactions

$65K

Top Sellers

1
WT

Watanabe Todd

Director, Officer: See Remarks

141.7K sharesโ€ข9 transactions

$3.46M

2
WHG

Welgus Howard G.

Director

90.8K sharesโ€ข11 transactions

$1.99M

3
BP

Burnett Patrick

Officer: See Remarks

75.3K sharesโ€ข13 transactions

$1.52M

4
MM

Matsuda Masaru

Officer: See Remarks

60.5K sharesโ€ข7 transactions

$1.13M

5
LKR

Leonard Keith R

Director

39.3K sharesโ€ข1 transactions

$997K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $10.76M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.01:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$588K

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

5 insider sellers vs. 1 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.