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ARQTBullishAnalyst Ratingnews
High materiality8/10

Cantor starts ARQT coverage with Overweight, sets $48 target on Zoryve growth

Oct 15, 2026, 2:23 PM EDT1 sourcesAI-analyzed
Why it may matterVerify against the original reporting

The Overweight rating and $48 target imply meaningful upside relative to current levels, anchored by robust Zoryve sales (Q2: $129.9M; +59% YoY) and a large TAM. The infant indication and potential expansion into hidradenitis suppurativa/vitiligo add optionality, supporting a favorable revaluation of ARQT.

AI summary

What happened, with direct paths to the underlying reporting

Cantor Fitzgerald initiated coverage on ARQT with an Overweight rating and a $48 target, citing Zoryve's strong growth and expansion potential in dermatology. The firm projects peak Zoryve sales of $2.6–$3.5 billion, supported by U.S./Canada market presence and new indications, including infants and hidradenitis suppurativa. The positive stance could drive multiple expansion and upside for ARQT over the coming years.

  • Cantor initiates ARQT coverage with Overweight and $48 target.
  • Zoryve Q2 net product sales $129.9M, up 59% YoY.
  • FDA approved Zoryve cream 0.3% for children aged 2+ in June.
  • FDA reviewing Zoryve infant indication; decision due Feb 23, 2027.

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StockNews.AI groups source reporting, classifies the event, and measures subsequent price movement. This is informational research, not investment advice. Prices may be delayed or unavailable.

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