Tarsus Pharmaceuticals, Inc.(TARS)Stock Analysis
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Rank #1,280 of 2,962 stocksTOP 50%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
Unusual Activity in TARS
Events flagged as statistical outliers against TARS's own multi-year baseline — not fixed dollar thresholds.
- Score shock2026-08-06
TARS quality score jumped 11 points (41→52) on a new filing
View source filing →
TARS Stock Analysis & AI Quality Score
Data updated 2026-09-11AI stock analysis and institutional research for Tarsus Pharmaceuticals, Inc. (TARS), a Healthcare sector company. 13F Pro's AI-powered ranking engine scores TARS at 55.0/100 on a 32-signal composite quality model, placing it at rank #1,280 of 2,962 stocks — the top half of the AI-ranked universe. TARS scores in the top quartile across revenue growth (98.5), earnings quality (76.9). Areas of concern include balance sheet strength (18.7) and profitability (29.6), which score below median versus the broader universe. Shareholder dilution risk is elevated at 17.1/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), Tarsus Pharmaceuticals, Inc. reports quarterly revenue of $173.9M, net income of $-18.6M, an operating margin of -11.5%. Top institutional holders of TARS by reported 13-F value include BlackRock, Deep Track Capital, RTW INVESTMENTS, based on the most recent SEC filings. TARS trades on the Nasdaq exchange and files with the SEC under CIK 1819790. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate TARS daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Tarsus Pharmaceuticals, Inc. directly from SEC EDGAR. Tarsus Pharmaceuticals, Inc.'s 13F Pro composite quality score has ranged between 5 and 55 since 2022, currently 55.0 — an improving long-term trajectory across 64 quarterly and live scoring snapshots.
Revenue
Q2 2026
$173.9M
Net Income
Q2 2026
$-18.6M
Free Cash Flow
Q2 2026
$57.2M
Operating Margin
Q2 2026
-11.5%
ROIC
Q2 2026
-19.0%
D/E Ratio
Q2 2026
0.21
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
+146.7% YoYNet Income
+42.5% YoYOperating Income
+41.1% YoYEPS (Diluted)
+48.2% YoYTotal Assets
+49.1% YoYTotal Debt
+0.8% YoYOp. Cash Flow
+85.0% YoYFree Cash Flow
+73.6% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $451.4M +146.7% | $183.0M +948.6% | $17.4M -32.4% | $25.8M -54.7% | $57.0M | $0.00 |
| Net Income | $-66.4M +42.5% | $-115.6M +15.0% | $-135.9M -118.9% | $-62.1M -349.1% | $-13.8M +48.4% | $-26.8M |
| Operating Income | $-71.0M +41.1% | $-120.6M +15.8% | $-143.2M -128.3% | $-62.7M -415.9% | $-12.2M +55.0% | $-27.0M |
| EPS (Diluted) | $-1.59 +48.2% | $-3.07 +33.5% | $-4.62 -83.3% | $-2.52 -276.1% | $-0.67 +84.5% | $-4.32 |
| Total Assets | $562.2M +49.1% | $377.0M +42.0% | $265.5M +16.5% | $227.9M +27.4% | $178.9M +4.0% | $172.0M |
| Total Debt | $72.4M +0.8% | $71.8M +140.9% | $29.8M +53.4% | $19.4M | $0.00 | — |
| Operating Cash Flow | $-12.5M +85.0% | $-83.0M +29.3% | $-117.5M -139.6% | $-49.0M -1408.2% | $3.7M +117.7% | $-21.1M |
| Free Cash Flow | $-22.3M +73.6% | $-84.6M +28.9% | $-119.0M -140.2% | $-49.5M -1666.6% | $3.2M +114.6% | $-21.6M |
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Available Research
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Top Institutional Holders of TARS
BlackRock, Inc.
$242.7M3,856,137 shDeep Track Capital, LP
$230.8M3,666,768 shRTW INVESTMENTS, LP
$211.3M3,357,059 shJupiter Topco LLC
$176.8M2,808,796 shParadigm Biocapital Advisors LP
$174.7M2,775,649 shMORGAN STANLEY
$115.0M1,827,082 shVANGUARD CAPITAL MANAGEMENT LLC
$112.9M1,793,064 shJENNISON ASSOCIATES LLC
$104.7M1,663,655 shTANG CAPITAL MANAGEMENT LLC
$98.7M1,568,266 shMILLENNIUM MANAGEMENT LLC
$89.8M1,427,124 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $242.7M | 3,856,137 |
| Deep Track Capital, LP | $230.8M | 3,666,768 |
| RTW INVESTMENTS, LP | $211.3M | 3,357,059 |
| Jupiter Topco LLC | $176.8M | 2,808,796 |
| Paradigm Biocapital Advisors LP | $174.7M | 2,775,649 |
| MORGAN STANLEY | $115.0M | 1,827,082 |
| VANGUARD CAPITAL MANAGEMENT LLC | $112.9M | 1,793,064 |
| JENNISON ASSOCIATES LLC | $104.7M | 1,663,655 |
| TANG CAPITAL MANAGEMENT LLC | $98.7M | 1,568,266 |
| MILLENNIUM MANAGEMENT LLC | $89.8M | 1,427,124 |
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Popular Research
Is TARS a good stock to buy?
13F Pro's AI-powered analysis of Tarsus Pharmaceuticals, Inc. (TARS) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Healthcare sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for TARS are available on the TARS stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. TARS is classified as a mid company.
Which hedge funds own TARS?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling TARS. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Tarsus Pharmaceuticals, Inc.'s investment landscape.