HROW Harrow, Inc. Loading... : Bullish and Bearish Analyst Opinions
Loading chart...
Top Calls
Feed
11:27
Aug 15
Aug 15
The author is compiling a research thread of user-recommended non-AI tickers.
The author is compiling a research thread of user-recommended non-AI tickers, listing them as a factual watchlist
LOW
22:23
Aug 13
Aug 13
"HROW earnings expected within the hour"
Author notes HROW's earnings report is expected within the hour; no directional view or position disclosed.
LOW
16:56
Jun 12
Jun 12
Top position with strong future growth confidence
Author maintains a top position with strong confidence in future growth, using recent post-earnings volatility to add to the position.
MED
15:10
May 12
May 12
Market share investments to drive long-term compounding
Author discloses a long-term position, arguing the company is sacrificing short-term revenue to capture market share, which will eventually convert into stable, recurring revenue and compounding growth.
MED
19:41
Mar 09
Mar 09
Increasing earnings expectations reward patient long-term investors
Earnings expectations increase over time, making it a lower-risk hold for patient, long-term investors.
MED
15:57
Mar 05
Mar 05
Missing milestones justifies safety discount below $35
Author is avoiding the dip, noting that repeatedly missing interim milestones justifies a safety discount below $35.
MED
07:25
Mar 03
Mar 03
Author holds HROW despite disappointing guidance
Author discloses HROW as their third largest position, noting that while guidance is disappointing, management eventually reaches its goals.
MED
15:37
Jan 17
Jan 17
Top holding based on management quality scores.
Author discloses a top portfolio holding, citing high management scores based on Thorndike's "The Outsiders" criteria.
MED
13:53
Dec 23
Dec 23
Discloses largest portfolio position for new year
Author discloses this as one of their largest portfolio positions going into the new year.
MED
15:08
Nov 12
Nov 12
Notes wild intraday swings following earnings reports.
Observes wild intraday price swings following earnings reports, noting market hysteria without a directional view.
LOW
07:34
Nov 11
Nov 11
HROW drop offers long-term buying opportunity.
Author views the after-hours drop in HROW below $29 as a buying opportunity for long-term investors.
MED
14:23
Oct 24
Oct 24
Existing long position increased in portfolio
An existing long position in HROW was increased during a monthly portfolio update following a slight setback from record highs.
MED
14:45
Oct 12
Oct 12
Broad portfolio creates strong switching costs
Highlights the company's strong switching costs and cross-selling capabilities as a one-stop supplier for ophthalmologists.
MED
14:45
Oct 12
Oct 12
Durable moats and secular tailwinds support growth
Expects strong revenue growth driven by a proven management team, organic momentum, durable moats, and secular tailwinds in ophthalmology.
MED
16:31
Oct 11
Oct 11
Undervalued against likely 2027 revenues
Believes the company is undervalued on a multi-year horizon based on likely 2027 revenues, despite short-term overvaluation.
MED
19:55
Oct 08
Oct 08
Downplays potential negative impacts on HROW
Downplays potential negative impacts on HROW, noting that even in a worst-case scenario, revenue and margin hits would be modest.
MED
16:02
Sep 26
Sep 26
Author discloses building long position in HROW
Author discloses building a long position in HROW, adding shares down to $22 after gaining a strong understanding of the business.
MED
06:16
Sep 25
Sep 25
Discloses large existing positions and recent additions
Author discloses large existing positions and recent additions across these names in a monthly portfolio update.
MED
20:00
Sep 22
Sep 22
Notes market appreciation for specialty pharma model
Notes the market is rediscovering its appreciation for the low-risk, capital-light business model of specialty pharma companies.
MED
15:59
Sep 09
Sep 09
Discloses large HROW position from $26.
Author discloses HROW as their second largest position with a $26 cost basis, while cautioning recent buyers at $40 against expecting quick profits.
MED
10:41
Aug 15
Aug 15
Notes higher return potential for HROW
Notes aggressive brand and launch spend driving higher return potential, offset by dilution and leverage.
MED
10:01
Aug 15
Aug 15
Author adds to large HROW position
Author discloses adding to their position and lists the stock among their biggest current positions, expressing strong bullish sentiment.
MED
15:23
Aug 14
Aug 14
Growth playbook now obvious to market
Notes the specialty pharma player's growth playbook is now obvious to the market.
LOW
08:48
Aug 12
Aug 12
Bullish on high-growth specialty pharma transformation
Bullish on the company's transformation into a high-growth specialty pharma business, citing strong multi-year revenue projections.
MED
20:26
Aug 11
Aug 11
Highlights management projection of $1B run-rate
Highlights management's projection of a $1 billion run-rate for 2027 from the Q2 shareholder letter.
LOW
20:14
Aug 11
Aug 11
Reports Q2 earnings miss on elevated expectations
Reports Q2 earnings with a slight revenue miss and EPS beat, noting the stock dropped due to elevated expectations.
LOW
13:02
Aug 10
Aug 10
Previews earnings with elevated market expectations noted
Previews upcoming earnings, expecting sales slightly above consensus but noting that market expectations are elevated.
LOW
18:52
Aug 04
Aug 04
Upward sales revisions create long-term pricing inefficiency.
Author holds a position and sees significant upside due to upwardly revised long-term sales expectations that the market is failing to price in.
MED
06:45
Jul 22
Jul 22
Discloses top portfolio position favoring compounding growth
Author discloses top portfolio position, favoring the high free cash flow and non-dilutive compounding growth model.
MED
06:45
Jul 22
Jul 22
Notes asset-light playbook acquiring proven niche drugs
Notes the company's asset-light playbook of acquiring proven niche drugs and skipping costly Phase-III R&D.
MED
About HROW Analyst Coverage
Buzzberg tracks HROW (Harrow, Inc.) across 3 sources. 0 bullish vs 0 bearish calls from 3 analysts. Sentiment: evenly split. 41 total trade ideas tracked. Latest voices: thebigberbowski, mvcinvesting, moodywriter13.