Q1 Earnings Forecast for TARS Issued By Lifesci Capital

Tarsus Pharmaceuticals, Inc. (NASDAQ:TARS) – Equities researchers at Lifesci Capital issued their Q1 2026 EPS estimates for shares of Tarsus Pharmaceuticals in a note issued to investors on Monday, March 16th. Lifesci Capital analyst F. Brisebois forecasts that the company will earn ($0.52) per share for the quarter. Lifesci Capital currently has a “Strong-Buy” rating on the stock. The consensus estimate for Tarsus Pharmaceuticals’ current full-year earnings is ($3.17) per share. Lifesci Capital also issued estimates for Tarsus Pharmaceuticals’ Q2 2026 earnings at ($0.36) EPS and FY2026 earnings at ($1.01) EPS.

A number of other brokerages have also recently commented on TARS. Zacks Research cut Tarsus Pharmaceuticals from a “strong-buy” rating to a “hold” rating in a research report on Wednesday, February 25th. Barclays started coverage on Tarsus Pharmaceuticals in a research report on Monday, December 8th. They set an “overweight” rating and a $100.00 price objective for the company. Oppenheimer boosted their target price on Tarsus Pharmaceuticals from $95.00 to $105.00 and gave the stock an “outperform” rating in a report on Wednesday, February 25th. The Goldman Sachs Group reissued a “neutral” rating and issued a $68.00 target price on shares of Tarsus Pharmaceuticals in a research note on Thursday, February 5th. Finally, Weiss Ratings restated a “sell (d-)” rating on shares of Tarsus Pharmaceuticals in a report on Thursday, January 22nd. Two equities research analysts have rated the stock with a Strong Buy rating, four have assigned a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $91.83.

Tarsus Pharmaceuticals Price Performance

Shares of NASDAQ TARS opened at $64.51 on Thursday. Tarsus Pharmaceuticals has a fifty-two week low of $38.51 and a fifty-two week high of $85.25. The company has a 50 day simple moving average of $69.12 and a two-hundred day simple moving average of $70.22. The company has a market capitalization of $2.75 billion, a price-to-earnings ratio of -39.82 and a beta of 0.55. The company has a debt-to-equity ratio of 0.21, a quick ratio of 3.82 and a current ratio of 3.85.

Tarsus Pharmaceuticals (NASDAQ:TARS) last issued its quarterly earnings results on Monday, February 23rd. The company reported ($0.20) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of ($0.19) by ($0.01). Tarsus Pharmaceuticals had a negative net margin of 14.72% and a negative return on equity of 19.63%. The business had revenue of $151.67 million for the quarter, compared to analysts’ expectations of $144.56 million.

Insider Activity at Tarsus Pharmaceuticals

In related news, insider Jeffrey S. Farrow sold 2,186 shares of the firm’s stock in a transaction that occurred on Thursday, March 19th. The shares were sold at an average price of $67.00, for a total transaction of $146,462.00. Following the completion of the sale, the insider owned 43,316 shares of the company’s stock, valued at $2,902,172. This trade represents a 4.80% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Bobak R. Azamian sold 11,964 shares of the business’s stock in a transaction that occurred on Thursday, March 19th. The stock was sold at an average price of $67.00, for a total transaction of $801,588.00. Following the completion of the transaction, the chief executive officer owned 33,421 shares of the company’s stock, valued at approximately $2,239,207. The trade was a 26.36% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 85,391 shares of company stock valued at $5,927,095 over the last ninety days. Corporate insiders own 8.97% of the company’s stock.

Institutional Inflows and Outflows

Hedge funds have recently modified their holdings of the business. Comerica Bank boosted its position in shares of Tarsus Pharmaceuticals by 470.0% during the fourth quarter. Comerica Bank now owns 855 shares of the company’s stock valued at $70,000 after buying an additional 705 shares during the last quarter. Truvestments Capital LLC raised its position in Tarsus Pharmaceuticals by 106.1% in the 4th quarter. Truvestments Capital LLC now owns 909 shares of the company’s stock worth $74,000 after buying an additional 468 shares during the last quarter. Rockefeller Capital Management L.P. raised its position in Tarsus Pharmaceuticals by 15.5% in the 4th quarter. Rockefeller Capital Management L.P. now owns 1,283 shares of the company’s stock worth $105,000 after buying an additional 172 shares during the last quarter. Leonteq Securities AG bought a new position in Tarsus Pharmaceuticals during the 4th quarter valued at about $164,000. Finally, Mirae Asset Global Investments Co. Ltd. lifted its stake in Tarsus Pharmaceuticals by 26.4% during the 4th quarter. Mirae Asset Global Investments Co. Ltd. now owns 2,063 shares of the company’s stock valued at $169,000 after acquiring an additional 431 shares during the period. Hedge funds and other institutional investors own 90.01% of the company’s stock.

Key Headlines Impacting Tarsus Pharmaceuticals

Here are the key news stories impacting Tarsus Pharmaceuticals this week:

• Positive Sentiment: Lifesci Capital upgraded TARS to “Strong‑Buy” and published narrower FY‑2026 and quarterly EPS losses (they now model materially smaller losses vs. consensus), supporting a more constructive recovery thesis for the name. Lifesci Capital report
• Neutral Sentiment: Street consensus remains mixed-to-favorable (average “Moderate Buy”); Lifesci’s bullish view improves outlook but is not yet unanimous across analysts. Analyst consensus
• Neutral Sentiment: Last reported quarter: slight EPS miss (reported ($0.20) vs. ($0.19) est.) but revenue beat — fundamentals are mixed and future price action depends on clinical/launch catalysts and execution. Quarterly results
• Neutral Sentiment: High institutional ownership (~90%) concentrates the float — can stabilize but also amplify moves if large holders or insiders trade. Ownership details
• Negative Sentiment: Clustered insider selling across Mar 16–19: CEO Bobak Azamian sold multiple tranches (totaling ~34,600 shares across Mar 17–19 at ~$67–$69), Director William J. Link sold 12,500 shares, and several other senior officers trimmed positions — large, concentrated insider sales often create short‑term downward pressure and raise questions about timing/intent. Insider sales roundup
• Negative Sentiment: Multiple SEC Form 4s disclose the CEO’s and other officers’ sales (detailed fills and dates are available in the filings), which investors may view as meaningful liquidity events rather than routine small trades. SEC Form 4 (example)

About Tarsus Pharmaceuticals

Tarsus Pharmaceuticals, Inc is a clinical‐stage biopharmaceutical company focused on developing novel therapies for diseases of the eye and ocular surface. The company’s research platform centers on neuro‐effector modulation to address underlying disease mechanisms rather than solely treating symptoms. Tarsus’s lead candidate, OC-01 (varenicline solution), is an intranasal formulation in Phase 3 development for the treatment of dry eye disease, a condition affecting millions worldwide and associated with significant patient discomfort and reduced quality of life.

In addition to its dry eye program, Tarsus is advancing preclinical and early‐stage programs targeting other ophthalmic indications, including allergic conjunctivitis and retinal disorders.