Harrow

HROW

Market cap $1.46B

Harrow has delivered a decade-long 40% CAGR in revenue, with robust operating leverage and EBITDA margin expansion. Seasonal weakness in Q1 consistently creates compelling entry points, with share prices typically bottoming near the Q1 report date and rebounding sharply later in the year. HROW's 2026 low of $33 suggests a likely move to $100 within the year, reflecting the historical pattern of annual highs being about 3x annual lows.

NASHVILLE, Tenn., April 16, 2026 (GLOBE NEWSWIRE) -- Harrow (Nasdaq: HROW), a leading provider of ophthalmic disease management solutions in North America, today announced that IOPIDINE® 1% (apraclonidine hydrochloride ophthalmic solution) has been assigned a permanent J-Code (J2374) by the Centers for Medicare & Medicaid Services (CMS).

OLIVE BRANCH, Miss., April 14, 2026 /PRNewswire/ -- LogiCare3PL today announced it has been selected by Harrow, Inc. (Nasdaq: HROW) as a distribution partner for Harrow's portfolio of ophthalmic disease management solutions.

Harrow is rated a 'Strong Buy' with a fair value of $73.25, implying 104% upside from current levels (~$35.90). I project robust long-term growth driven by Vevye, Iheezo, and pipeline assets, despite recent short-term guidance disappointment and market volatility. I model a bit conservatively, with peak sales, a 32–45% EBIT margin for 2029–2035, and an 11.3% WACC, giving undervaluation even under some risk scenarios.

NASHVILLE, Tenn., March 24, 2026 (GLOBE NEWSWIRE) -- Harrow (Nasdaq: HROW), a leading provider of ophthalmic disease management solutions in North America, today announced the pricing of its private offering (the “Offering”) of $50.0 million aggregate principal amount of 8.625% senior unsecured notes due 2030 (the “2030 Notes”).

Opaleye Management Inc. disposed of 198,572 shares indirectly across two days, with a transaction value of roughly $7.8 million based on weighted average prices of $39.15 on March 3 and $39.67 on March 4. Following the transactions, Opaleye Management Inc. retains an indirect position of approximately 3.68 million shares across both vehicles.

NASHVILLE, Tenn., March 24, 2026 (GLOBE NEWSWIRE) -- Harrow (Nasdaq: HROW), a leading provider of ophthalmic disease management solutions in North America, today announced that it intends to offer, subject to market and certain other conditions, an additional $50.0 million in aggregate principal amount of its 8.625% senior unsecured notes due 2030 (the "2030 Notes"). The 2030 Notes will be guaranteed on a senior unsecured basis by the Company's existing and future wholly-owned domestic restricted subsidiaries and any of its other restricted subsidiaries that guarantees or co-issues any of its indebtedness or any indebtedness of any of its subsidiaries that guarantees the 2030 Notes, subject to certain exceptions. The 2030 Notes will be issued as additional notes under the same indenture governing the $250,000,000 aggregate principal amount of 2030 Notes that were issued on September 12, 2025 (the “Existing Notes”), will be treated as a single series with the Existing Notes and will have the same terms as the Existing Notes other than with respect to the date of issuance and the issue price.

NASHVILLE, Tenn., March 18, 2026 (GLOBE NEWSWIRE) -- Harrow (Nasdaq: HROW), a leading provider of ophthalmic disease management solutions in North America, today announced that three scientific abstracts highlighting its commercial products VEVYE® (cyclosporine ophthalmic solution) 0.1% and ILEVRO® (nepafenac ophthalmic suspension) 0.3% have been accepted for presentation at the American Society of Cataract and Refractive Surgery (ASCRS) 2026 Annual Meeting, taking place April 10–13 at the Walter E. Washington Convention Center in Washington, D.C.

Harrow, Inc. is rapidly evolving into a dominant US ophthalmic pharma player, with a 30-fold revenue increase since 2015 and strong operating leverage. HROW's recent 35% stock pullback post-Q4 2025 is attributed to conservative 2026 guidance, not deteriorating fundamentals, presenting a compelling buying opportunity. Vevye and Iheezo, HROW's flagship drugs, are set for significant revenue acceleration through expanded insurance coverage, salesforce doubling, and clinical trial catalysts.

Harrow Inc. (NASDAQ: HROW) posted mixed results for the fourth quarter on Tuesday.