TG Therapeutics jumps on Q1 results and a sizable BRIUMVI guidance raise

TG Therapeutics (TGTX) is up 16.3% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears tied to TG Therapeutics’ first-quarter 2026 update, where BRIUMVI sales momentum drove results above expectations and management raised full-year 2026 revenue targets. A notable upward revision to both total global revenue and U.S. BRIUMVI net product revenue guidance likely reinforced investor confidence that demand and market-share gains are proving durable.

Details:

TG Therapeutics posted first-quarter 2026 total global revenue of about $205 million, including BRIUMVI U.S. net product revenue of about $194.8 million.

Management raised its full-year 2026 total global revenue target to approximately $925 million.

The company lifted its full-year 2026 BRIUMVI U.S. net product revenue target to $885–900 million, up from its prior 2026 outlook.

Company commentary highlighted strong underlying demand, record new patient starts, and continued commercial execution as key drivers of the guidance increase.

Sources:

GlobeNewswire, SEC EDGAR, The Motley Fool

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$TGTX Insider Trading Activity

$TGTX insiders have traded $TGTX stock on the open market 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.

Here’s a breakdown of recent trading of $TGTX stock by insiders over the last 6 months:

YANN ECHELARD sold 5,000 shares for an estimated $162,850

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API.

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$TGTX Hedge Fund Activity

We have seen 180 institutional investors add shares of $TGTX stock to their portfolio, and 173 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

CLEARBRIDGE INVESTMENTS, LLC removed 1,196,442 shares (-25.8%) from their portfolio in Q4 2025, for an estimated $35,665,936
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 741,518 shares (-75.6%) from their portfolio in Q4 2025, for an estimated $22,104,651
SOLEUS CAPITAL MANAGEMENT, L.P. removed 705,419 shares (-18.3%) from their portfolio in Q4 2025, for an estimated $21,028,540
BNP PARIBAS FINANCIAL MARKETS added 612,189 shares (+856.6%) to their portfolio in Q4 2025, for an estimated $18,249,354
JUMP FINANCIAL, LLC removed 595,356 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $17,747,562
BLACKROCK, INC. added 548,037 shares (+2.6%) to their portfolio in Q4 2025, for an estimated $16,336,982
INVESCO LTD. added 515,481 shares (+47.1%) to their portfolio in Q4 2025, for an estimated $15,366,488

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.

$TGTX Price Targets

Multiple analysts have issued price targets for $TGTX recently. We have seen 3 analysts offer price targets for $TGTX in the last 6 months, with a median target of $46.0.

Here are some recent targets:

Emily Bodnar from HC Wainwright & Co. set a target price of $70.0 on 05/06/2026
Brian Cheng from JP Morgan set a target price of $46.0 on 02/02/2026
Corinne Johnson from Goldman Sachs set a target price of $39.0 on 01/15/2026

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.