TLX.AX Telix Pharmaceuticals ASX A$11.48 17 Jan 2026: earnings on 20 Jan may reset outlook
TLX.AX stock is trading at A$11.48 intraday on the ASX with volume at 3,579,404.00 ahead of an earnings release scheduled for 20 Jan 2026. Investors will watch revenue growth, R&D spend and cash flow after Telix’s clinical updates. The market is pricing uncertainty: the share is down 55.50% year-on-year but remains in focus because clinical readouts and regulatory steps can swing valuation rapidly.
Earnings spotlight: TLX.AX stock and the 20 Jan 2026 report
Telix will report results shortly after the scheduled earnings announcement on 20 Jan 2026, making near-term guidance and cash flow commentary the priority for traders. Analysts will track revenue per geography, margin progress and any update on planned NDA/BLA resubmissions for pipeline assets.
This earnings cycle is a catalyst event for TLX.AX stock because clinical milestones and commercial uptake of Illuccix and Gozellix affect near-term revenue recognition and medium-term reimbursement assumptions.
Price action and intraday technicals for TLX.AX stock
Intraday TLX.AX is at A$11.48, up A$0.33 or 2.96%, with a day range A$11.04–A$11.52 and average 50-day price A$13.04. Momentum indicators show RSI 29.09 (oversold) and ADX 42.99 indicating a strong trend.
Volume today is 3,579,404.00, versus avg volume 1,741,634.00, showing elevated trading interest into earnings and clinical news.
Clinical news driving TLX.AX stock: BiPASS dosing and market implications
Telix announced the first U.S. patient dosed in the BiPASS Phase 3 study, testing Illuccix/Gozellix for pre-biopsy prostate diagnosis. That trial could expand the addressable market if it proves biopsy avoidance or improved targeting, materially affecting diagnostic volumes.
Read the company announcement for details and timeline source. Clinical success would support higher utilisation and faster revenue growth in the U.S. market.
Meyka AI rates TLX.AX with a score out of 100 and valuation context
Meyka AI rates TLX.AX with a score out of 100: 68.47 / Grade B / HOLD. This grade factors in S&P 500 benchmark comparison, sector performance, financial growth, key metrics, and analyst consensus. The grade balances promising clinical catalysts against high valuation and execution risk.
Key valuation metrics: market cap A$3,888,999,240.00, PE reported 382.67, price-to-sales 3.28, and PB 9.17. High PE and PB reflect expectations priced into the stock and underscore sensitivity to trial and regulatory outcomes.
Financials, cash flow and risk factors affecting TLX.AX stock
Telix shows improving revenue growth with FY revenue growth 55.85% (2024) and EPS growth 8.20% year-on-year, but free cash flow yield is low at 0.15%, and net debt to EBITDA is 2.46, signalling leverage sensitivity. Current ratio sits at 1.33, covering near-term liabilities.
Major risks for TLX.AX stock include trial setbacks, reimbursement delays, and supply chain costs for radiopharmaceutical kits. Investors should weigh these against commercial approvals and market rollout progress.
Analyst targets, forecasts and trading outlook for TLX.AX stock
MarketBeat shows a current analyst price target of A$21.00 for Telix, implying upside from today’s level; view the analyst note source. Meyka AI’s technicals show oversold conditions that could support a relief rally if earnings and BiPASS commentary are constructive.
Short-term traders should monitor intraday VWAP and the 50-day average A$13.04 as resistance. Long-term investors must balance pipeline execution with elevated multiples.
Final Thoughts
TLX.AX stock trades at A$11.48 on the ASX with a near-term catalyst in the 20 Jan 2026 earnings release and ongoing BiPASS Phase 3 progress. Clinical readouts and regulatory updates are the primary value drivers; successful trial outcomes would support higher adoption of Illuccix and Gozellix and improve revenue visibility. Meyka AI’s forecast model projects a 12-month level of A$13.28, implying an upside of 15.68% versus today’s price of A$11.48. A nearer-term monthly modelled level is A$16.02, which implies upside of 39.54% from today. These figures are model-based projections and not guarantees. Given a 68.47 score (Grade B, HOLD), our view is cautious: positive earnings commentary or clearer reimbursement pathways could prompt re-rating, while clinical or regulatory delays would likely pressure the stock further. Use earnings as a data point to reassess exposure, and consider volatility and cash runway when sizing positions. For the company announcement on BiPASS dosing see source and analyst targets at MarketBeat source. Meyka AI, an AI-powered market analysis platform, provides this data to help frame probability-weighted outcomes; forecasts are projections not investment advice.
FAQs
When does Telix report earnings and why does it matter for TLX.AX stock?
Telix reports around 20 Jan 2026. The earnings release will update revenue, cash flow and R&D spend. For TLX.AX stock, management commentary on commercial uptake and trial timelines is a near-term catalyst that can move valuation materially.
What is Meyka AI’s current view and grade for TLX.AX stock?
Meyka AI rates TLX.AX 68.47 out of 100 (Grade B, HOLD). The grade weighs benchmark and sector comparisons, financial growth, key metrics and consensus. Grades are informational and not investment advice.
What price targets and forecasts should investors consider for TLX.AX stock?
Analysts have a target near A$21.00 per MarketBeat, while Meyka AI’s yearly forecast is A$13.28 and monthly projection A$16.02. Forecasts vary widely and depend on clinical and reimbursement outcomes.
What are the main risks that could hurt TLX.AX stock after earnings?
Primary risks are negative clinical trial results, delayed regulatory approvals, weak reimbursement decisions and cash runway pressure. Any of these could reduce revenue forecasts and push the stock lower.
Disclaimer:
Stock markets involve risks. This content is for informational purposes only. Past performance does not guarantee future results. Meyka AI PTY LTD provides market analysis and data insights, not financial advice. Always conduct your own research and consider consulting a licensed financial advisor.
