Added to YB: 2026-08-18
Pitch date: 2026-08-14
HROW [neutral]
Harrow, Inc.
+0.68%
current return
Author Info
MVC Investing is a long-term investor. BSc in Economics, MSc in Finance. Equity Analyst with a focus on Fundamental Analysis and Valuation. Sign up for the newsletter.
Company Info
Harrow, Inc., an eyecare pharmaceutical company, engages in the discovery, development, and commercialization of ophthalmic pharmaceutical products in the United States.
Market Cap
$1.5B
Pitch Price
$39.21
Price Target
100.00 (+153%)
Dividend
N/A
EV/EBITDA
89.56
P/E
-40.06
EV/Sales
6.23
Sector
Pharmaceuticals
Category
growth
Harrow (HROW): Q2 2026 Earnings Review
HROW (holding update): Q2 rev $70.7M (+11% YoY) barely beat est but missed own guide again; adj EBITDA $(1.2)M vs $3.5M est on SG&A ramp. FY26 guide reiterated $350-365M rev, $80-100M EBITDA, implying H2 doubles H1. VEVYE 14.6% share, IHEEZO record demand +25% price, TRIESENCE 7 straight qtrs growth. $300M 8.625% notes (2030), $84M cash. TYRVAYA buy $30M+$70M milestones. Catalysts: G-MELT pre-NDA, coverage wins. $100 PT by 2028; holding full position.
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