Arcutis' ZORYVE Revenue Reaches $244.6M in 2025 YTD, Anticipates $470M for 2026
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 06 2026
0mins
Should l Buy ARQT?
Source: NASDAQ.COM
- Significant Sales Growth: Since its launch in 2022, Arcutis' ZORYVE product has seen sales reach $59.6 million in 2023 and $166.5 million in 2024, reflecting strong physician adoption and market demand, with 2025 YTD revenue hitting $244.6 million, further solidifying its market position in chronic inflammatory skin disease treatment.
- Substantial Market Potential: Arcutis anticipates net product revenue for ZORYVE to range between $455 million and $470 million in 2026, with peak sales projected to reach $2.6 billion to $3.5 billion, indicating significant growth opportunities in the dermatology market and potential to displace traditional topical corticosteroids.
- Ongoing Clinical Research: The company is conducting safety studies for ZORYVE cream 0.05% in infants aged 3 months to 24 months, with topline data expected this quarter, while also exploring ZORYVE foam 0.3% for vitiligo and hidradenitis suppurativa, expanding its indications.
- Strong Cash Position: As of September 30, 2025, Arcutis reported $191.4 million in cash and cash equivalents, ensuring sufficient funding for future R&D and market expansion, thereby enhancing its viability in the competitive biopharmaceutical landscape.
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Analyst Views on ARQT
Wall Street analysts forecast ARQT stock price to rise
7 Analyst Rating
7 Buy
0 Hold
0 Sell
Strong Buy
Current: 26.970
Low
30.00
Averages
32.00
High
37.00
Current: 26.970
Low
30.00
Averages
32.00
High
37.00
About ARQT
Arcutis Biotherapeutics, Inc. is a commercial-stage medical dermatology company. The Company is focused on developing and commercializing treatments for dermatological diseases with high-unmet medical needs. Its portfolio is comprised of topical and systemic treatments with potential to treat immune-mediated dermatological diseases and conditions. Its lead product, ZORYVE, is for the treatment of plaque psoriasis, including psoriasis in the intertriginous areas, in individuals 12 years of age or older. The ZORYVE is also indicated for topical treatment of mild to moderate atopic dermatitis. ZORYVE cream is a once-daily topical formulation of roflumilast, a potent and selective phosphodiesterase-4 (PDE4) inhibitor. The Company’s pipeline includes ARQ-255, ARQ-252, and ARQ-234. Its ARQ-255 is being developed for the treatment of alopecia areata. ARQ-252 is an alternative topical cream formulation of ivarmacitinib that the Company is developing for chronic hand eczema and vitiligo.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Arcutis to Present at TD Cowen Health Care Conference in Boston
- Conference Participation: Arcutis Biotherapeutics will present at the TD Cowen 46th Annual Health Care Conference in Boston on March 2, 2026, at 1:50 PM ET, highlighting its innovations in immuno-dermatology.
- Webcast Access: The conference webcast will be accessible via the 'Events' section of the company's website, with a replay available for 180 days post-conference, allowing investors and the public to review the presentation.
- Company Overview: Arcutis is a commercial-stage biopharmaceutical company focused on developing innovative therapies for immune-mediated dermatological diseases, boasting a portfolio of advanced targeted topicals approved for three major inflammatory skin conditions.
- Forward-Looking Statements: The press release contains forward-looking statements based on the company's current beliefs and expectations, which may be subject to various known and unknown risks that could materially affect actual results.
See More
Arcutis (ARQT) Q4 2025 Earnings Call Transcript
See More
Arcutis Biotherapeutics Q4 Earnings Exceed Expectations
- Strong Earnings Report: Arcutis Biotherapeutics reported a Q4 GAAP EPS of $0.13, beating expectations by $0.03, indicating a sustained improvement in profitability that boosts investor confidence.
- Significant Revenue Growth: The company achieved Q4 revenue of $129.5 million, representing an 81.6% year-over-year increase and exceeding market expectations by $16.47 million, highlighting strong demand and sales performance for its products.
- Positive Market Reaction: Following the earnings beat, Arcutis's stock price experienced a notable increase, reflecting investor optimism regarding the company's future growth potential, which may attract more institutional investors.
- Strategic Growth Outlook: With improved revenue and profitability, Arcutis is poised to further expand its market share in the biopharmaceutical sector, particularly in dermatological treatments, enhancing its competitive edge.
See More
Max Homa Shares Journey with Seborrheic Dermatitis
- Patient Advocacy Campaign: Professional golfer Max Homa joins Arcutis' 'Free to Be Me' campaign to encourage the 10 million Americans living with seborrheic dermatitis to seek long-term treatment options, raising awareness about the condition.
- Significant Treatment Outcomes: ZORYVE® foam 0.3% demonstrated in clinical trials that 77% of users achieved clear skin within 8 weeks, compared to 53% in the control group, highlighting its effectiveness in treating seborrheic dermatitis.
- Safety and Tolerability: Common side effects of ZORYVE foam include nasopharyngitis (1.5%), nausea (1.3%), and headache (1.1%), indicating its safety for long-term use across a broad patient population.
- Industry Recognition: ZORYVE was awarded the 2025 'Best of Beauty Breakthrough Award' and received recognition from the National Psoriasis Foundation, further solidifying its leadership position in dermatological treatments and enhancing market acceptance.
See More
Arcutis and Take-Two Options Trading Activity Surges
- Arcutis Options Volume: Arcutis Biotherapeutics Inc (Symbol: ARQT) saw options trading volume of 5,320 contracts today, representing approximately 532,000 shares, which is about 45% of its average daily trading volume of 1.2 million shares over the past month, indicating heightened market interest in its future performance.
- High Call Option Activity: Within ARQT, the $27.50 strike call option expiring on March 20, 2026, has seen 2,000 contracts traded today, equating to around 200,000 shares, suggesting that investors are increasingly optimistic about the stock's upward potential.
- Take-Two Options Volume: Take-Two Interactive Software, Inc. (Symbol: TTWO) has recorded an options trading volume of 14,675 contracts today, representing approximately 1.5 million shares, which accounts for about 44.7% of its average daily trading volume of 3.3 million shares over the past month, reflecting strong market interest in its stock.
- High Put Option Activity: For TTWO, the $230 strike put option expiring on February 20, 2026, has seen 4,702 contracts traded today, representing approximately 470,200 shares, indicating investor concerns regarding potential declines in the stock's value.
See More
Tejara Capital Fully Exits Arcutis Biotherapeutics Stake
- Position Change: On February 5, Tejara Capital reported the complete sale of its 520,503 shares in Arcutis Biotherapeutics for approximately $9.81 million, indicating a significant decrease in the value of its holdings in the company.
- Portfolio Adjustment: This sale reduced Tejara's exposure to Arcutis from 5.1% of AUM last quarter to zero, reflecting a reassessment of risk, likely as a risk management strategy rather than a negative outlook on the business.
- Performance Metrics: As of February 4, Arcutis shares were priced at $26.08, marking a 99.1% increase over the past year, significantly outperforming the S&P 500's 14% gain, underscoring the company's strong fundamentals.
- Future Outlook: Management projects net product sales of approximately $455 million to $470 million for 2026, indicating sustained demand growth, suggesting that Tejara's exit does not undermine the company's long-term growth potential.
See More
Arcutis to Present at TD Cowen Health Care Conference in Boston
- Conference Participation: Arcutis Biotherapeutics will present at the TD Cowen 46th Annual Health Care Conference in Boston on March 2, 2026, at 1:50 PM ET, highlighting its innovations in immuno-dermatology.
- Webcast Access: The conference webcast will be accessible via the 'Events' section of the company's website, with a replay available for 180 days post-conference, allowing investors and the public to review the presentation.
- Company Overview: Arcutis is a commercial-stage biopharmaceutical company focused on developing innovative therapies for immune-mediated dermatological diseases, boasting a portfolio of advanced targeted topicals approved for three major inflammatory skin conditions.
- Forward-Looking Statements: The press release contains forward-looking statements based on the company's current beliefs and expectations, which may be subject to various known and unknown risks that could materially affect actual results.
See More
Arcutis (ARQT) Q4 2025 Earnings Call Transcript
See More
Arcutis Biotherapeutics Q4 Earnings Exceed Expectations
- Strong Earnings Report: Arcutis Biotherapeutics reported a Q4 GAAP EPS of $0.13, beating expectations by $0.03, indicating a sustained improvement in profitability that boosts investor confidence.
- Significant Revenue Growth: The company achieved Q4 revenue of $129.5 million, representing an 81.6% year-over-year increase and exceeding market expectations by $16.47 million, highlighting strong demand and sales performance for its products.
- Positive Market Reaction: Following the earnings beat, Arcutis's stock price experienced a notable increase, reflecting investor optimism regarding the company's future growth potential, which may attract more institutional investors.
- Strategic Growth Outlook: With improved revenue and profitability, Arcutis is poised to further expand its market share in the biopharmaceutical sector, particularly in dermatological treatments, enhancing its competitive edge.
See More
Max Homa Shares Journey with Seborrheic Dermatitis
- Patient Advocacy Campaign: Professional golfer Max Homa joins Arcutis' 'Free to Be Me' campaign to encourage the 10 million Americans living with seborrheic dermatitis to seek long-term treatment options, raising awareness about the condition.
- Significant Treatment Outcomes: ZORYVE® foam 0.3% demonstrated in clinical trials that 77% of users achieved clear skin within 8 weeks, compared to 53% in the control group, highlighting its effectiveness in treating seborrheic dermatitis.
- Safety and Tolerability: Common side effects of ZORYVE foam include nasopharyngitis (1.5%), nausea (1.3%), and headache (1.1%), indicating its safety for long-term use across a broad patient population.
- Industry Recognition: ZORYVE was awarded the 2025 'Best of Beauty Breakthrough Award' and received recognition from the National Psoriasis Foundation, further solidifying its leadership position in dermatological treatments and enhancing market acceptance.
See More
Arcutis and Take-Two Options Trading Activity Surges
- Arcutis Options Volume: Arcutis Biotherapeutics Inc (Symbol: ARQT) saw options trading volume of 5,320 contracts today, representing approximately 532,000 shares, which is about 45% of its average daily trading volume of 1.2 million shares over the past month, indicating heightened market interest in its future performance.
- High Call Option Activity: Within ARQT, the $27.50 strike call option expiring on March 20, 2026, has seen 2,000 contracts traded today, equating to around 200,000 shares, suggesting that investors are increasingly optimistic about the stock's upward potential.
- Take-Two Options Volume: Take-Two Interactive Software, Inc. (Symbol: TTWO) has recorded an options trading volume of 14,675 contracts today, representing approximately 1.5 million shares, which accounts for about 44.7% of its average daily trading volume of 3.3 million shares over the past month, reflecting strong market interest in its stock.
- High Put Option Activity: For TTWO, the $230 strike put option expiring on February 20, 2026, has seen 4,702 contracts traded today, representing approximately 470,200 shares, indicating investor concerns regarding potential declines in the stock's value.
See More
Tejara Capital Fully Exits Arcutis Biotherapeutics Stake
- Position Change: On February 5, Tejara Capital reported the complete sale of its 520,503 shares in Arcutis Biotherapeutics for approximately $9.81 million, indicating a significant decrease in the value of its holdings in the company.
- Portfolio Adjustment: This sale reduced Tejara's exposure to Arcutis from 5.1% of AUM last quarter to zero, reflecting a reassessment of risk, likely as a risk management strategy rather than a negative outlook on the business.
- Performance Metrics: As of February 4, Arcutis shares were priced at $26.08, marking a 99.1% increase over the past year, significantly outperforming the S&P 500's 14% gain, underscoring the company's strong fundamentals.
- Future Outlook: Management projects net product sales of approximately $455 million to $470 million for 2026, indicating sustained demand growth, suggesting that Tejara's exit does not undermine the company's long-term growth potential.
See More
