Arcutis Biotherapeutics (NASDAQ:ARQT) Stock Price Expected to Rise, Needham & Company LLC Analyst Says

Arcutis Biotherapeutics (NASDAQ:ARQT) had its target price upped by equities researchers at Needham & Company LLC from $31.00 to $36.00 in a report issued on Thursday,Benzinga reports. The firm presently has a “buy” rating on the stock. Needham & Company LLC’s price target suggests a potential upside of 33.28% from the stock’s current price.

A number of other research analysts have also issued reports on the company. Zacks Research lowered Arcutis Biotherapeutics from a “strong-buy” rating to a “hold” rating in a report on Monday, December 29th. HC Wainwright reissued a “buy” rating and set a $34.00 price objective on shares of Arcutis Biotherapeutics in a research report on Thursday. Mizuho upped their target price on shares of Arcutis Biotherapeutics from $32.00 to $37.00 and gave the stock an “outperform” rating in a research note on Friday, November 28th. Weiss Ratings reiterated a “sell (d-)” rating on shares of Arcutis Biotherapeutics in a research note on Monday, December 29th. Finally, Wall Street Zen cut shares of Arcutis Biotherapeutics from a “strong-buy” rating to a “buy” rating in a report on Saturday, February 14th. Six research analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $31.00.

Arcutis Biotherapeutics Price Performance

Shares of ARQT stock opened at $27.01 on Thursday. The company has a debt-to-equity ratio of 0.68, a current ratio of 3.50 and a quick ratio of 3.28. The company has a market capitalization of $3.31 billion, a PE ratio of -75.03 and a beta of 1.70. The firm’s 50-day moving average is $27.24 and its two-hundred day moving average is $23.68. Arcutis Biotherapeutics has a 12 month low of $11.86 and a 12 month high of $31.77.

Arcutis Biotherapeutics (NASDAQ:ARQT) last posted its earnings results on Wednesday, February 25th. The company reported $0.13 EPS for the quarter, beating analysts’ consensus estimates of $0.03 by $0.10. Arcutis Biotherapeutics had a negative return on equity of 29.69% and a negative net margin of 13.94%.The company had revenue of $129.50 million for the quarter, compared to the consensus estimate of $110.79 million. Analysts predict that Arcutis Biotherapeutics will post -1.33 earnings per share for the current year.

Insider Transactions at Arcutis Biotherapeutics

In other news, Director Howard G. Welgus sold 10,000 shares of Arcutis Biotherapeutics stock in a transaction dated Monday, February 2nd. The stock was sold at an average price of $25.05, for a total transaction of $250,500.00. Following the sale, the director owned 59,744 shares in the company, valued at approximately $1,496,587.20. The trade was a 14.34% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, insider Todd Watanabe sold 19,833 shares of the firm’s stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $25.50, for a total value of $505,741.50. Following the transaction, the insider owned 721,306 shares in the company, valued at $18,393,303. This represents a 2.68% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 124,656 shares of company stock worth $3,312,365. Insiders own 9.40% of the company’s stock.

Institutional Investors Weigh In On Arcutis Biotherapeutics

Several large investors have recently modified their holdings of ARQT. Johnson Investment Counsel Inc. purchased a new position in shares of Arcutis Biotherapeutics in the 3rd quarter valued at about $30,000. SBI Securities Co. Ltd. grew its position in Arcutis Biotherapeutics by 325.4% during the fourth quarter. SBI Securities Co. Ltd. now owns 1,089 shares of the company’s stock worth $32,000 after buying an additional 833 shares during the period. Global Retirement Partners LLC acquired a new position in Arcutis Biotherapeutics during the fourth quarter worth about $35,000. EverSource Wealth Advisors LLC increased its holdings in Arcutis Biotherapeutics by 124.0% in the fourth quarter. EverSource Wealth Advisors LLC now owns 1,261 shares of the company’s stock valued at $37,000 after buying an additional 698 shares in the last quarter. Finally, NewEdge Advisors LLC lifted its position in shares of Arcutis Biotherapeutics by 209.0% during the 4th quarter. NewEdge Advisors LLC now owns 1,545 shares of the company’s stock valued at $45,000 after acquiring an additional 1,045 shares during the period.

Key Stories Impacting Arcutis Biotherapeutics

Here are the key news stories impacting Arcutis Biotherapeutics this week:

• Positive Sentiment: Generated better‑than‑expected Q4 results: $0.13 EPS vs. $0.03 consensus and $129.5M revenue (substantially above estimates); company raised 2026 net product sales guidance to $480M–$495M — a major driver of the rally. Arcutis Announces Fourth Quarter and Full Year 2025 Financial Results and Provides Business Update
• Positive Sentiment: Strong product momentum for ZORYVE: Q4 net product revenue of $127.5M (up 84% vs. Q4 2024) and full‑year ZORYVE sales of $372.1M (up 123% YoY) — evidence of accelerating commercial uptake. Arcutis Announces Fourth Quarter and Full Year 2025 Financial Results and Provides Business Update
• Positive Sentiment: Clinical and regulatory progress: positive topline results from the INTEGUMENT‑INFANT Phase 2 trial in 3–24 month olds and an expected sNDA submission in Q2 2026 — expands label potential and future prescription growth. Arcutis Announces Fourth Quarter and Full Year 2025 Financial Results and Provides Business Update
• Positive Sentiment: Operational moves to support growth: expanded dermatology sales force, new targeted commercialization to primary care/pediatric providers and a consumer awareness push (Max Homa campaign) to boost diagnosis and prescribing. Professional Golfer Max Homa Joins Arcutis’ Free to Be Me Campaign
• Positive Sentiment: Analyst sentiment supporting the move: brokerages aggregate a “Moderate Buy” consensus, adding validation to the raised guidance and execution narrative. Arcutis Biotherapeutics, Inc. (NASDAQ:ARQT) Receives Consensus Recommendation of “Moderate Buy” from Brokerages
• Neutral Sentiment: Short‑interest data reported for February is noisy/uninformative (entries show zero and NaN values), so there’s no clear short‑squeeze signal from the available update.
• Negative Sentiment: Underlying profitability remains a concern: the company reported a negative return on equity (~‑29.7%) and negative net margin (~‑13.9%) and consensus still models a negative full‑year EPS — an important risk for investors focused on sustained profitability. Arcutis Biotherapeutics Stock Info

About Arcutis Biotherapeutics

Arcutis Biotherapeutics is a clinical-stage biopharmaceutical company focused on developing and commercializing innovative therapies for immuno-inflammatory skin diseases. The company’s research and development efforts center on targeted treatments that address the underlying biology of conditions such as plaque psoriasis, atopic dermatitis, seborrheic dermatitis and vitiligo. Arcutis employs a precision-medicine approach to deliver topical therapies designed to improve efficacy and tolerability compared with existing treatment options.

In August 2022, Arcutis received U.S.