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HRHROW

Harrow Health, Inc.

$HROW·$1.6B·Drug Manufacturers - Specialty & Generic·Healthcare
$36.91-1.0%1Y-2.1%
Mentions · last 7 days
2026-08-22: 1 posts2026-08-23: 1 posts2026-08-24: 3 posts32+4%
Price updated 11m ago·X counts updated 8d ago
HRHROW
$HROWHarrow Health, Inc.
$36.91-0.97%32 posts+4%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $HROW, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-08-21

The move is getting stronger, with heavier trading behind it.

Ophthalmic pharma running 11% revenue growth with a big 2027 EPS turn priced.

Harrow is an ophthalmic specialty pharmaceutical company whose Q2 revenue grew 11% year-over-year and 60% sequentially, with an IHEEZO data set on patient-reported discomfort. The stock is coiled mid-range with a very steep 2027 EPS ramp priced in.

  • Q2 revenue $71M grew 11% year-over-year at a 71% gross margin and slightly negative operating margin, with $(9.6)M free cash flow — the growth is real, cash is going into commercial ramp.
  • Analysts model $351M revenue this year rising to $533M next and $716M in 2028, with EPS moving from $(0.09) to $2.25 in 2027 and $4.14 in 2028 — a very steep step-up in expected profitability.
  • The stock sits at 51% of its 52-week range and 2% above both moving averages on a 0.25 beta — a very quiet tape into a big potential earnings event.

X chatter on the ticker is essentially nothing beyond news, so there is no crowd view. The next real test is Q3 revenue growth staying above 10% and any concrete new-drug launch data — those decide whether the 2027 EPS ramp gets validated.

Agrees with X sentimentSentiment coverage on HROW is essentially non-existent — no crowd view; the setup is fundamentals-and-model driven.

What to watch: Q3 revenue growth staying above 10% and any concrete new-drug commercial-launch data.

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment13 posts analyzed · as of 2026-08-31

The stance is loudly bullish, with holders framing $HROW as a "10-bagger" and calling the mid-30s a "generational buy." Posters anchor the thesis on the Iheezo drug "entering the inflection point of the S-curve," citing 62 new ordering accounts in Q2, BTIG's $60 price target, and a modeled $250M Q4 2027 run rate. Some grumble about management "overprimising" near-term guidance, but conviction on the multi-year setup is high.

Read the AI verdict + X sentiment for $HROW

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Harrow Health formulates and markets specialty ophthalmic pharmaceuticals for eyecare professionals.

Industry overviewAI analysisGenerated by AI from underlying data

Where Drug Manufacturers - Specialty & Generic sits in its cycle right now — and what that implies for $HROW.

Drug Manufacturers - Specialty & Generic · Healthcare

Biosimilar launches are compressing margins on branded specialty drugs; the opportunity is on the generic/biosimilar side where volume gains offset price erosion. Rare disease and oncology are the premium pockets where pricing power remains intact.

What this means for $HROW

Neutral — binary clinical-stage catalyst set is independent of the broader industry macro driver; pipeline readout timing is the company-specific event.

Top industry ETF

$IHEiShares U.S. Pharmaceuticals ETF
+19.1%YTD
+45.2%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-42.4How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
1.8%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
2.1%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
0.4%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
5.7Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-104%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
73.3%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
19.8Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 10, 2026$-0.46$-0.18-157.3%
Q1 2026May 11, 2026$-0.74$-0.43-72.1%
Q4 2025Mar 2, 2026$0.18$0.40-55.0%
Q3 2025Nov 10, 2025$0.03$0.22-86.4%
Next earningsMon, Nov 9·consensus EPS $0.16

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$70.7M+10.9%71.3%-15.6%$-0.46$-9.6M
Q1 FY26$44.2M-7.6%61.2%-50.0%$-0.74$-9.2M
Q4 FY25$89.1M+33.3%79.3%27.0%$0.18$8.1M
Q3 FY25$71.6M+45.4%75.3%20.6%$0.03$16.4M

Forward consensus

5-year forecast · up to 6 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$350.8M$349.9M – $351.7M-$0.09-$0.14 – -$0.046
FY27$532.6M$473.3M – $567.1M$2.25$0.91 – $3.206
FY28$716.3M$648.1M – $775.4M$4.14$2.76 – $5.363
FY29$962.4M$889.2M – $1.0B$7.29$6.57 – $7.891
FY30$1.1B$1.0B – $1.2B$8.80$7.93 – $9.522

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.32%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-10.3%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-10.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 28.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.4% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.255-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 14Amir ShojaeiCHIEF SCIENTIFIC OFFICER11.3K sh$450KBuyMay 18Adrienne L GravesDirector1.0K sh$31KBuyMay 18Lauren P SilvernailDirector1.0K sh$31KBuyMay 14Mark L BaumCEO10.0K sh$302KBuyMay 14Andrew R. BollCFO3.5K sh$105K
+ 5 other (4 awards · 1 exempt) in window

See when $HROW insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KPress release / Reg FDAug 108-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

Harrow, Inc. (HROW) issued Q2 2026 (quarter ended June 30, 2026) financial results via press release and shareholder letter on August 10, 2026, along with a conference call and investor presentation furnished under Reg FD (Item 7.01). The specific financials are in Exhibits 99.1-99.3. Routine quarterly earnings release for a specialty pharmaceutical compounding company; the letter-to-shareholders format is consistent with Harrow's ongoing investor communication practice.

8-KMaterial agreementAug 68-K — Item 1.01: Material agreement · Item 7.01: Press release / Reg FD
AI summary

Harrow, Inc. (HROW) entered into an Asset Purchase Agreement with Viatris Inc. on August 3, 2026 to acquire all global rights to TYRVAYA® (varenicline solution nasal spray 0.03 mg), an FDA-approved dry eye disease treatment, including the NDA, regulatory approvals, IP, and related technology. Purchase price and contingent payments are not visible in the excerpt. This is a material product acquisition expanding Harrow's ophthalmic portfolio with a commercial-stage drug; Viatris is divesting non-core assets, and TYRVAYA gives Harrow a branded FDA-approved product in the growing dry eye market.

8-KShareholder voteJun 228-K — Item 5.07: Shareholder vote
8-KPress release / Reg FDJun 38-K — Item 7.01: Press release / Reg FD
8-KPress release / Reg FDMay 118-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
8-KMaterial agreementMar 278-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation · Item 8.01: Other event
8-KPress release / Reg FDMar 108-K — Item 7.01: Press release / Reg FD
+ 10 other (4 13Gs · 2 10-Qs · 2 proxys · 2 routine 8-Ks) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Harrow's Iheezo Cuts Eye-Injection Discomfort by More Than Halfbenzinga.com·11d agoHarrow Announces IHEEZO® Data in Patient-Reported Discomfort Following Intravitreal Injectionsglobenewswire.com·12d agoHarrow, Inc. (HROW) Q2 2026 Earnings Call Transcriptseekingalpha.com·21d agoHarrow Q2 Earnings Call Highlightsmarketbeat.com·21d agoHarrow (HROW) Reports Q2 Loss, Misses Revenue Estimateszacks.com·22d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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