$ARQT

Arcutis Biotherapeutics, Inc.

1
0
0
—
$456K
Matsuda Masaru
100%
See all $ARQT insider activity →
Low

Jefferies reiterates Arcutis stock Buy rating on Zoryve growth

Jefferies reiterated a Buy rating and $39.00 price target for Arcutis Biotherapeutics (ARQT) due to Zoryve's prescription growth, estimating Q3 2026 sales of $143M. The stock trades at $24.17, below analyst targets. Zoryve's Q3 growth moderated to 8-9% from 13-14% in Q2, with strong margins. Jefferies expects Q4 sales to improve seasonally and forecasts 2026 sales of $525-540M. ARQT reported Q2 2026 revenue of $129.9M, up 59% YoY, and turned profitable.

Curran Terrie sold $956K of ARQT

Curran Terrie sold 38,200 shares of Arcutis Biotherapeutics, Inc. (ARQT) at $25.03 ($0.96M total) across 2 trades on 2026-08-27.

Burnett Patrick sold $395K of ARQT

Burnett Patrick (See Remarks) sold 15,000 shares of Arcutis Biotherapeutics, Inc. (ARQT) at an average of $26.33 ($26.08–$26.52, $0.39M total) across 2 trades over 2026-08-11 to 2026-08-12.

ARQT sentiment & insider activity

Over the past 7 days, AlphAI's AI scored 1 news story mentioning ARQT (Arcutis Biotherapeutics, Inc.). Coverage has skewed bullish: 1 bullish, 0 neutral, and 0 bearish.

Recent ARQT coverage spans financial news, insider activity and regulation.

In the last 30 days, ARQT insiders filed 3 SEC Form 4 transactions — no purchases and 3 sales ($456K). The most active reporter was Matsuda Masaru, See Remarks, with 2 filings. 100% of those filings were made under pre-arranged Rule 10b5-1 plans.

What's driving ARQT

  • Analyst upgrade with a higher price target may lift the stock modestly.

    investing.com · Oct 8, 2026

  • The insider sale modestly reduces insider ownership, potentially signaling limited confidence but the amount is small relative to market cap.

    SEC EDGAR · Aug 28, 2026

  • This is an insider sale disclosure, not a company fundamental update. It may slightly affect sentiment but is unlikely to change near-term valuation on its own.

    SEC EDGAR · Aug 14, 2026

  • The trade focus is Zoryve revenue trajectory and the early-2027 regulatory catalyst for the infant atopic dermatitis indication.

    investing.com · Aug 10, 2026

  • Guidance raise plus strong ZORYVE revenue growth and multiple FDA/regulatory updates increase near-term confidence in franchise momentum and pipeline timelines.

    SEC EDGAR 8-K · Aug 5, 2026

AlphAI scores every news story that mentions ARQT with an AI model for sentiment and relevance, and aggregates insider trades from Arcutis Biotherapeutics, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $ARQT

Score

Jefferies reiterates Arcutis stock Buy rating on Zoryve growth

Jefferies reiterated a Buy rating and $39.00 price target for Arcutis Biotherapeutics (ARQT) due to Zoryve's prescription growth, estimating Q3 2026 sales of $143M. The stock trades at $24.17, below analyst targets. Zoryve's Q3 growth moderated to 8-9% from 13-14% in Q2, with strong margins. Jefferies expects Q4 sales to improve seasonally and forecasts 2026 sales of $525-540M. ARQT reported Q2 2026 revenue of $129.9M, up 59% YoY, and turned profitable.

$EYPTLow

Top healthcare stocks to watch in 2026, according to Mizuho’s latest update

Mizuho updated its U.S. healthcare “Top Picks” list for 2026, citing seven companies across biotech, medical devices, and healthcare services. Highlights include Eyepoint Pharmaceuticals (Duravyu Phase 3 data expected Aug 2026), Vaxcyte (PCV Phase 3 OPUS-1 data in Q4 2026), Erasca (raised about $632.5M in an offering), and Arcutis (Zoryve guidance $480M-$495M for 2026).

$ARQTHigh

Arcutis Announces Second Quarter 2026 Financial Results and Provides Business Update

Arcutis Biotherapeutics, Inc. (ARQT) filed an SEC Form 8-K — Results of Operations and Financial Condition. Arcutis Announces Second Quarter 2026 Financial Results and Provides Business Update • Continued strong ZORYVE® (roflumilast) net product revenue growth, with Q2 revenues of $129.9 million, +59% versus Q2 of 2025, and +23% versus Q1 of 2026, driven primarily by strong demand grow

$ARQTLow

Arcutis Biotherapeutics, Inc. (ARQT): Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers

Arcutis Biotherapeutics, Inc. (ARQT) filed an SEC Form 8-K — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. arqt-20260715 FALSE 0001787306 0001787306 2026-07-15 2026-07-15 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ___________________________________________ FORM 8-K ___________________________________________ CURRENT REPORT Pursuant to Section 13 or 15(d)

$ARQTMedAI 8/10

FDA Accepts Supplemental New Drug Application for Arcutis’ ZORYVE® (roflumilast) Cream 0.05% for the Treatment of Mild to Moderate Atopic Dermatitis in Infants Down to 3 Months

Arcutis Biotherapeutics (Nasdaq: ARQT) said the FDA accepted its supplemental NDA for ZORYVE (roflumilast) cream 0.05% to expand use for mild to moderate atopic dermatitis in infants aged 3 to 24 months. The FDA set a PDUFA target action date of Feb. 23, 2027. Data cited include Phase 2 INTEGUMENT-INFANT (101 infants) and Phase 1 PK (19 infants).

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