Arcutis CEO remarks at Morgan Stanley Healthcare Conference triggered an 11% stock jump for ARQT. CEO conference comments drove an immediate 11% stock rise indicating material near-term market impact.
| Nov 25 | Feb 26 | May 26 | Aug 26 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Buy | — | — | — | — | — | — | — | — | — | — | — | — |
| Sell | 2 | 12 | 4 | 2 | 7 | 6 | 1 | 7 | 2 | 1 | 8 | 1 |
| total | individual payouts | |
|---|---|---|
| 2025 | ‡‡‡ |
|
| 2024 | ‡‡‡ |
|
| 2023 | ‡‡‡ |
|
| 2022 | ‡‡‡ |
|
| 2021 | ‡‡‡ |
|
| 2023 | 2024 | 2025 | Q'26 | |
|---|---|---|---|---|
| Cash | 272.79 | 228.57 | 221.29 | 238.86 |
| Receivables | 25.81 | 73.07 | 146.23 | 155.16 |
| Inventory | 13.13 | 14.53 | 22.63 | 38.88 |
| Other | — | — | — | — |
| 330.43 | 335.82 | 411.23 | 467.67 |
| 2023 | 2024 | 2025 | Q'26 | |
|---|---|---|---|---|
| Payables | 11.99 | 14.22 | 12.53 | 6.60 |
| ST’ Debt | — | — | 1.00 | 6.95 |
| Other | — | — | — | — |
| 46.67 | 81.01 | 129.84 | 160.34 |
| 10y | 5y | 3y | |
| Sales | — | — | ‡‡‡‡‡ |
| Cash Flow | — | ‡‡‡ | ‡‡‡ |
| Earnings | — | ‡‡‡ | ‡‡‡ |
| Book Value | — | ‡‡‡‡‡ | ‡‡‡‡‡ |
| Mar | Jun | Sep | Dec | Year | |
|---|---|---|---|---|---|
| ’26 | 105.40 | 129.86 | — | — |
—
|
| ’25 | 65.85 | 81.50 | 99.22 | 129.50 |
376.07
|
| ’24 | 49.57 | 30.86 | 44.76 | 71.36 |
196.54
|
| ’23 | 2.78 | 5.19 | 38.11 | 13.53 |
59.61
|
| Mar | Jun | Sep | Dec | Year | |
|---|---|---|---|---|---|
| ’26 | 2.24 | 12.64 | — | — |
—
|
| ’25 | (30.38) | 0.32 | (1.75) | 26.19 |
(5.62)
|
| ’24 | (31.60) | (45.12) | (34.69) | (0.75) |
(112.16)
|
| ’23 | (80.34) | (66.48) | (43.98) | (56.24) |
(247.06)
|
| ’22 | (56.97) | (61.98) | (67.69) | (71.06) |
(257.71)
|
| ’21 | (46.20) | (35.83) | (40.88) | (51.71) |
(174.63)
|
| ’20 | (21.01) | (25.76) | (33.69) | (32.57) |
(113.03)
|
| Mar | Jun | Sep | Dec | Year | |
|---|---|---|---|---|---|
| ’26 | 2.24 | 12.48 | — | — |
—
|
| ’25 | (30.99) | (9.75) | (1.75) | 26.19 |
(16.31)
|
| ’24 | (31.60) | (45.12) | (34.83) | (5.75) |
(117.30)
|
| ’23 | (80.43) | (66.76) | (44.05) | (56.25) |
(247.48)
|
| ’22 | (57.10) | (62.06) | (90.65) | (71.19) |
(281.00)
|
| ’21 | (46.76) | (35.87) | (41.02) | (51.97) |
(175.62)
|
| ’20 | (21.05) | (25.78) | (33.80) | (32.72) |
(113.35)
|
| Mar | Jun | Sep | Dec | Year | |
|---|---|---|---|---|---|
| ’26 | (0.09) | 0.11 | — | — |
—
|
| ’25 | (0.20) | (0.13) | 0.06 | 0.13 |
(0.13)
|
| ’24 | (0.32) | (0.42) | (0.33) | (0.09) |
(1.16)
|
| ’23 | (1.31) | (1.16) | (0.73) | (0.72) |
(3.78)
|
| ’22 | (1.27) | (1.31) | (1.89) | (1.18) |
(5.66)
|
| ’21 | (0.76) | (0.84) | (1.14) | (1.42) |
(4.18)
|
| ’20 | (1.15) | (0.94) | (1.01) | (0.79) |
(3.80)
|
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | 2028 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| — | — | — | — | ‡‡‡‡ | ‡‡‡‡‡ | 13.37 | 1.76 | 3.07 | 11.13 | — | — | — |
Low Price
|
| — | — | — | — | ‡‡‡‡‡ | ‡‡‡‡‡ | 27.40 | 17.57 | 15.79 | 31.77 | — | — | — |
High Price
|
| — | — | ‡‡‡‡ | ‡‡‡‡ | ‡‡‡‡ | ‡‡‡‡‡ | 268 | 296 | 342 | 354 | — | — | — |
Employees
|
| — | — | ‡‡‡ | ‡‡‡ | ‡‡‡ | ‡‡‡ | 0.01 | 0.20 | 0.57 | 1.06 | — | — | — |
Revenue/Emp
|
| — | — | — | — | — | — | 3.69 | 59.61 | 196.54 | 376.07 | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ |
Revenue
|
| — | — | — | ‡‡‡ | ‡‡‡ | ‡‡‡ | 79.54% | 91.63% | 90.27% | 90.24% | — | — | — |
Gross Margin
|
| — | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | (311.46) | (259.03) | (139.39) | (14.97) | — | — | — |
EBT
|
| — | ‡‡‡ | ‡‡‡ | ‡‡‡ | ‡‡‡ | ‡‡‡ | (8,449.76%) | (434.57%) | (70.92%) | (3.98%) | ‡‡‡ | ‡‡‡ | ‡‡‡ |
EBT Margin
|
| — | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | (311.46) | (262.14) | (140.04) | (16.14) | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ |
Net Income
|
| — | — | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | (1.32) | (6.24) | (4.94) | 2.57 | — | — | — |
Depreciation
|
| — | ‡‡‡ | ‡‡‡ | ‡‡‡ | ‡‡‡ | ‡‡‡ | 0.07 | 0.86 | 1.62 | 2.96 | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ |
Revenue/Sh
|
| — | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡ | ‡‡‡‡‡ | (5.66) | (3.78) | (1.16) | (0.13) | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ |
Earnings/Sh
|
| — | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | (4.68) | (3.56) | (0.93) | (0.04) | — | — | — |
Cash Flow/Sh
|
| — | ‡‡‡ | ‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | (0.42) | (0.01) | (0.04) | (0.08) | ‡‡‡ | ‡‡‡ | ‡‡‡ |
Capex/Sh
|
| — | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | (5.11) | (3.57) | (0.97) | (0.13) | — | — | — |
Free CF/Sh
|
| — | ‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 3.81 | 1.28 | 1.30 | 1.49 | ‡‡‡‡ | — | — |
Book Value/Sh
|
| — | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 55.03 | 69.31 | 120.96 | 127.23 | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ |
Shares
|
| — | — | — | — | — | — | 0.00 | 0.00 | 0.00 | 0.00 | ‡‡‡‡‡ | ‡‡‡‡ | ‡‡‡‡ |
PE Ratio
|
| — | — | — | — | — | — | 0.00 | 3.99 | 8.57 | 9.82 | ‡‡‡ | ‡‡‡ | ‡‡‡ |
PS Ratio
|
| — | — | — | — | — | — | 3.88 | 2.68 | 10.70 | 19.50 | ‡‡‡ | ‡‡‡ | ‡‡‡ |
PB Ratio
|
| — | — | — | — | — | — | 0.00 | 2.81 | 8.46 | 9.53 | ‡‡‡ | ‡‡‡‡ | ‡‡‡‡ |
EV/Sales
|
| — | — | — | — | — | — | (2.20) | (0.68) | (13.32) | (168.11) | — | — | — |
EV/FCF
|
| — | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | (257.71) | (247.06) | (112.16) | (5.62) | ‡‡‡ | ‡‡‡ | ‡‡‡ |
Op' Cash Flow
|
| — | — | — | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | (23.28) | (0.43) | (5.14) | (10.69) | ‡‡‡‡‡ | ‡‡‡‡‡ | — |
Capex
|
| — | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | (281.00) | (247.48) | (117.30) | (16.31) | ‡‡‡‡‡ | — | — |
FCF
|
| — | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 399.60 | 283.76 | 254.81 | 281.39 | — | — | — |
Working Cap'
|
| — | — | — | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 198.43 | 201.80 | 107.20 | 108.96 | — | — | — |
Total Debt
|
| — | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | (212.40) | (70.99) | (121.37) | (112.33) | — | — | — |
Net Debt
|
| — | ‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | 209.58 | 88.67 | 157.54 | 189.48 | — | — | — |
Sh' Equity
|
| — | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | (72.65%) | (66.31%) | (40.58%) | (4.13%) | — | — | — |
ROA
|
| — | ‡‡‡ | ‡‡‡ | ‡‡‡ | ‡‡‡ | ‡‡‡ | 0.00% | (852.31%) | (221.85%) | (9.91%) | — | — | — |
ROIC
|
| — | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ | (122.80%) | (175.79%) | (113.76%) | (9.30%) | — | — | — |
ROE
|
Arcutis Biotherapeutics (ARQT) is charging ahead in dermatology with its blockbuster Zoryve cream, securing FDA nods for plaque psoriasis in 2022 and atopic dermatitis in 2024, fueling an explosive revenue ramp from a mere $3.7 million in 2022 to $196.5 million in 2024—a staggering 230% surge. Efficiency metrics dazzle too, with revenue per employee skyrocketing to $574,684 and gross margins holding strong above 90%, showcasing pricing power and operational scaling in a competitive skincare arena. This mirrors the high-reward trajectories of biotech peers, positioning ARQT as a disruptive force in topical PDE4 inhibitors.
The company is hurtling toward profitability, slashing losses from $311 million in 2022 to $140 million in 2024, with analysts forecasting breakeven in 2025 and robust profits of $178.7 million by 2027 alongside positive free cash flow. Stock price action tells the tale: rebounding from 2023 lows of $1.76 amid revenue beats and label expansions, now trading at multiples that scream growth potential—EV/Sales dropping to 4.0 by 2027. Insider activity shows cautious selling, but fundamentals like debt reduction and pipeline upside in scalp psoriasis and oral roflumilast signal breakout catalysts ahead.
With 30%+ CAGR revenue projections to $611 million by 2027 and M&A allure akin to past derm successes, ARQT offers tantalizing 20-43% upside for growth seekers. Yet execution risks, competition, and macro headwinds loom—dive into the full analysis for the catalysts that could propel this volatile gem to new highs.
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