Arcus Biosciences

Analyst Sentiment Improves on Arcus Biosciences as Price Targets Rise with Strong Trial Data

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

24 Mar 25

Updated

07 Dec 25

Views

158

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AnalystConsensusTarget's Fair Value

n/a

1Y

41.8%

7D

2.1%

Loading

1Y

41.8%

7D

2.1%

You can edit this narrative until Dec 8 4:05 AM. Then, changes will post as Updates.

Author's Valuation

US$33.2233.8% undervalued

AnalystConsensusTarget Fair Value

Shared on 07 Dec 25

Fair value Increased 3.10%

RCUS: Future Upside Will Be Driven By 12 Month Progression-Free Advantage

Analysts have nudged their price target on Arcus Biosciences higher by approximately $1 per share, citing stronger than expected casdatifan efficacy data, including progression free survival and response rates that appear to outpace competing therapies. Analyst Commentary Bullish analysts highlight that the latest casdatifan data meaningfully improves the risk reward profile for Arcus, supporting higher valuation multiples as investors gain confidence in the durability and competitiveness of the asset.

Shared on 22 Nov 25

Fair value Increased 6.70%

RCUS: Future Gains Will Be Driven by 12 Month Survival Advantage

Arcus Biosciences' analyst price target has increased from $30.20 to $32.22, as analysts highlight encouraging data for casdatifan that underline its competitive potential and support the upward revision. Analyst Commentary Following the latest clinical updates for casdatifan, analysts have offered a mix of optimism and caution regarding Arcus Biosciences' outlook.

Shared on 05 Nov 25

Fair value Decreased 3.43%

RCUS: Future Gains Will Be Driven by Superior Efficacy in Renal Cancer

Analysts have modestly lowered their fair value estimate for Arcus Biosciences from $31.27 to $30.20 per share. They cite encouraging clinical data on casdatifan while also factoring in updated financial assumptions and recent analyst projections for the company's future performance.

Shared on 22 Oct 25

Fair value Increased 4.56%

Analysts have raised their price target for Arcus Biosciences from $29.91 to $31.27. They cite encouraging new trial data and improved revenue growth forecasts as key drivers supporting the higher valuation.

Shared on 08 Oct 25

Fair value Increased 5.45%

Arcus Biosciences’ analyst price target has been raised from $28.36 to $29.91 per share, as analysts cite promising updated trial results for Casdatifan. These results are supporting an increased company valuation.

Shared on 01 May 25

Fair value Increased 0.65%

Shared on 24 Apr 25

Fair value Increased 63%

Shared on 17 Apr 25

Fair value Decreased 2.54%

AnalystConsensusTarget has increased revenue growth from -0.7% to -0.4% and decreased profit margin from 19.3% to 17.3%.

Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Decreased 45%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget Fair Value

US$33.22

33.8% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

21.73%

Biotech revenue growth rate

8.57%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

7.09%

Calculation

US$56.43m

Earnings '28

x

82.42x

PE Ratio '28

=

US$4.65b

Market Cap '28

US$4.65b

Market Cap '28

/

114.63m

No. shares '28

=

US$40.58

Share Price '28

US$40.58 Share Price '28

Discounted to 2025 @ 7.09% p.a.

=

US$33.04

Fair Value '25