Key Stats for TLX Stock
- Price Change for TLX stock: +14.6%
- KTLXLIC Share Price as of Feb. 20: $7.69
- 52-Week High: $30.36
- TLX Stock Price Target: $30.84
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What Happened?
Telix Pharmaceuticals Limited (TLX) shares climbed nearly 15% on February 20 after the radiopharmaceutical company reported strong 2025 results, issued upbeat 2026 revenue guidance, and filed a new shelf registration to support future growth.
The company delivered full-year 2025 revenue of about $804 million, up roughly 56% year over year and in line with its upgraded guidance range.
Q4 2025 group revenue reached approximately $208 million, rising about 46% from the prior year period as demand for Telix’s precision imaging products continued to expand.
Growth was driven in part by the successful U.S. launch of Gozellix, its second prostate cancer imaging agent, which benefited from Medicare reimbursement that took effect in October 2025.
Telix’s Precision Medicine segment generated around $161 million of Q4 revenue, up modestly quarter over quarter but ahead on pricing and product mix, as dose volumes increased only about 3%.
For 2026, management guided for group revenue between $950 million and $970 million, implying mid-teens growth on top of 2025’s strong base and reflecting continued uptake of Illuccix and Gozellix plus geographic expansion.
However, profitability remains modest. Telix posted 2025 operating income of about $19 million, down from roughly $56 million in 2024, as R&D and commercial investments ramped across its therapeutic and manufacturing platforms.
The company continues to advance a broad pipeline, including a European marketing application for TLX101-Px, a brain cancer imaging agent, and ongoing late-stage development of TLX591 and other oncology candidates.
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What the Market Is Telling Us About TLX Stock
Even after the latest rebound, TLX trades at $7.69, far below its 52-week high of $30.36 as investors weigh rapid revenue growth against legal and financing overhangs.
Street data show a mean 12-month target price of $30.84 based on 4 analyst estimates, implying substantial upside from the current level.
On the positive side, Telix has grown revenue at a 95.6% compound rate over the past three years, and analysts expect forward 2-year revenue CAGR of roughly 16.2% and EBITDA CAGR above 60% as operating leverage improves.
Investors must also consider legal headwinds. A securities fraud class action filed in late 2025 alleges that Telix overstated progress in its prostate cancer therapeutic candidates and the strength of its supply chain, claims the company disputes.
With shares down sharply from prior highs yet still trading at premium multiples, future stock performance will likely hinge on Telix hitting its 2026 revenue guidance, advancing key pipeline catalysts, and resolving legal and financing uncertainties without overly diluting existing holders.
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Disclaimer:
Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!
