ACLX Stock Overview

Together with its subsidiary, engages in the development of various immunotherapies for patients with cancer and other incurable diseases in the United States. More details

ACLX fundamental analysis
Snowflake Score
Valuation	3/6
Future Growth	2/6
Past Performance	0/6
Financial Health	5/6
Dividends	0/6

Rewards

Trading at 87.2% below our estimate of its fair value

Revenue is forecast to grow 36.26% per year

Analysts in good agreement that stock price will rise by 78.7%

Risk Analysis

Currently unprofitable and not forecast to become profitable over the next 3 years

Significant insider selling over the past 3 months

Community vs My Fair Value

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Arcellx, Inc. Competitors

Protagonist Therapeutics

NasdaqGM:PTGX

US$2.7b

TG Therapeutics

NasdaqCM:TGTX

US$6.6b

Rhythm Pharmaceuticals

NasdaqGM:RYTM

US$4.1b

Alvotech

NasdaqGM:ALVO

US$2.4b

Price History & Performance

Summary of share price highs, lows and changes for Arcellx
Historical stock prices
Current Share Price	US$64.57
52 Week High	US$107.37
52 Week Low	US$47.88
Beta	0.33
1 Month Change	-4.99%
3 Month Change	0.51%
1 Year Change	26.33%
3 Year Change	542.47%
5 Year Change	n/a
Change since IPO	284.33%

We Think Arcellx (NASDAQ:ACLX) Can Easily Afford To Drive Business Growth

Apr 09

Arcellx Impressive Safety Data Leaves Doubts

Mar 17

Need To Know: Analysts Just Made A Substantial Cut To Their Arcellx, Inc. (NASDAQ:ACLX) Estimates

Mar 05

Recent updates

We Think Arcellx (NASDAQ:ACLX) Can Easily Afford To Drive Business Growth

Apr 09

Arcellx Impressive Safety Data Leaves Doubts

Mar 17

Need To Know: Analysts Just Made A Substantial Cut To Their Arcellx, Inc. (NASDAQ:ACLX) Estimates

Mar 05

Arcellx, Inc.: Trying To Build A Better Myeloma Cell Therapy

Jan 16

Risks To Shareholder Returns Are Elevated At These Prices For Arcellx, Inc. (NASDAQ:ACLX)

Dec 20

A Look At The Fair Value Of Arcellx, Inc. (NASDAQ:ACLX)

Oct 28

Arcellx's Anito-Cel: Compelling Opportunity As Potential Best-In-Class CAR-T Therapy For Multiple Myeloma

Sep 10

There's Reason For Concern Over Arcellx, Inc.'s (NASDAQ:ACLX) Massive 28% Price Jump

Sep 05

We're Interested To See How Arcellx (NASDAQ:ACLX) Uses Its Cash Hoard To Grow

Aug 10

A Look At The Fair Value Of Arcellx, Inc. (NASDAQ:ACLX)

Jul 12

News Flash: Analysts Just Made A Sizeable Upgrade To Their Arcellx, Inc. (NASDAQ:ACLX) Forecasts

Jun 01

Rainbows and Unicorns: Arcellx, Inc. (NASDAQ:ACLX) Analysts Just Became A Lot More Optimistic

May 14

Is Arcellx (NASDAQ:ACLX) A Risky Investment?

May 12

Arcellx, Inc. (NASDAQ:ACLX) Just Reported And Analysts Have Been Lifting Their Price Targets

Mar 01

Arcellx: Navigating The CAR T-Cell Revolution

Jan 30

Need To Know: Analysts Are Much More Bullish On Arcellx, Inc. (NASDAQ:ACLX) Revenues

Nov 18

Earnings Miss: Arcellx, Inc. Missed EPS And Analysts Are Revising Their Forecasts

May 10

Shareholder Returns

	ACLX	US Biotechs	US Market
7D	6.0%	5.7%	7.1%
1Y	26.3%	-4.2%	7.7%

Return vs Industry: ACLX exceeded the US Biotechs industry which returned -5% over the past year.

Return vs Market: ACLX exceeded the US Market which returned 7.5% over the past year.

Price Volatility

Is ACLX's price volatile compared to industry and market?
ACLX volatility
ACLX Average Weekly Movement	8.5%
Biotechs Industry Average Movement	11.5%
Market Average Movement	7.8%
10% most volatile stocks in US Market	16.4%
10% least volatile stocks in US Market	4.1%

Stable Share Price: ACLX has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: ACLX's weekly volatility (9%) has been stable over the past year.

About the Company

Founded	Employees	CEO	Website
2014	163	Rami Elghandour	www.arcellx.com

Arcellx, Inc., together with its subsidiary, engages in the development of various immunotherapies for patients with cancer and other incurable diseases in the United States. The company’s lead ddCAR product candidate is anitocabtagene autoleucel, which is in phase 2 clinical trial for the treatment of patients with relapsed or refractory multiple myeloma (rrMM). It also develops ACLX-001, a product candidate in Phase 1 clinical trials targeting BCMA to treat rrMM; ARC-SparX programs in Phase 1 trials; and ACLX-002, which is in Phase 1 clinical trials that targets CD123 for treating relapsed or refractory acute myeloid leukemia (AML) and myelodysplastic syndrome (MDS).

Arcellx, Inc. Fundamentals Summary

How do Arcellx's earnings and revenue compare to its market cap?
ACLX fundamental statistics
Market cap	US$3.51b
Earnings (TTM)	-US$107.35m
Revenue (TTM)	US$107.94m

32.9x

P/S Ratio

-33.1x

P/E Ratio

Is ACLX overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
ACLX income statement (TTM)
Revenue	US$107.94m
Cost of Revenue	US$157.09m
Gross Profit	-US$49.16m
Other Expenses	US$58.19m
Earnings	-US$107.35m

Last Reported Earnings

Dec 31, 2024

Next Earnings Date

n/a

Earnings per share (EPS)	-1.95
Gross Margin	-45.54%
Net Profit Margin	-99.46%
Debt/Equity Ratio	0%

How did ACLX perform over the long term?

See historical performance and comparison

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/04/28 06:34
End of Day Share Price	2025/04/28 00:00
Earnings	2024/12/31
Annual Earnings	2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Arcellx, Inc. is covered by 23 analysts. 16 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Jack Allen	Baird
Peter Lawson	Barclays
Carter Gould	Barclays

ACLX Stock Overview

Rewards

Risk Analysis

Arcellx, Inc. Competitors

NasdaqGM:PTGX

US$2.7b

NasdaqCM:TGTX

US$6.6b

NasdaqGM:RYTM

US$4.1b

NasdaqGM:ALVO

US$2.4b

Price History & Performance

Recent News & Updates

Arcellx, Inc., Annual General Meeting, May 28, 2025

We Think Arcellx (NASDAQ:ACLX) Can Easily Afford To Drive Business Growth

Arcellx Impressive Safety Data Leaves Doubts

Consensus EPS estimates fall by 29%

Consensus revenue estimates fall by 27%

Need To Know: Analysts Just Made A Substantial Cut To Their Arcellx, Inc. (NASDAQ:ACLX) Estimates

Recent updates

Arcellx, Inc., Annual General Meeting, May 28, 2025

We Think Arcellx (NASDAQ:ACLX) Can Easily Afford To Drive Business Growth

Arcellx Impressive Safety Data Leaves Doubts

Consensus EPS estimates fall by 29%

Consensus revenue estimates fall by 27%

Need To Know: Analysts Just Made A Substantial Cut To Their Arcellx, Inc. (NASDAQ:ACLX) Estimates

Full year 2024 earnings: EPS and revenues miss analyst expectations

Chairman of the Board recently sold US$2.4m worth of stock

Chief Medical Officer notifies of intention to sell stock

Arcellx, Inc.: Trying To Build A Better Myeloma Cell Therapy

Chairman of the Board notifies of intention to sell stock

Insufficient new directors

Risks To Shareholder Returns Are Elevated At These Prices For Arcellx, Inc. (NASDAQ:ACLX)

Consensus EPS estimates fall by 11%

Chief Financial Officer notifies of intention to sell stock

Price target increased by 9.7% to US$105

Third quarter 2024 earnings: EPS and revenues miss analyst expectations

Arcellx to Present Clinical Data for Its Phase 1 and iMMagine-1 Studies in Patients with Relapsed or Refractory Multiple Myeloma at the 66th ASH Annual Meeting and Exposition and Announces Progress in iMMagine-3 Study

A Look At The Fair Value Of Arcellx, Inc. (NASDAQ:ACLX)

Independent Director notifies of intention to sell stock

Price target increased by 7.1% to US$89.67

Now 20% overvalued after recent price rise

Chief Financial Officer notifies of intention to sell stock

Arcellx's Anito-Cel: Compelling Opportunity As Potential Best-In-Class CAR-T Therapy For Multiple Myeloma

There's Reason For Concern Over Arcellx, Inc.'s (NASDAQ:ACLX) Massive 28% Price Jump

Chief Medical Officer notifies of intention to sell stock

Chief Medical Officer exercised options and sold US$320k worth of stock

Consensus revenue estimates increase by 21%

We're Interested To See How Arcellx (NASDAQ:ACLX) Uses Its Cash Hoard To Grow

Second quarter 2024 earnings: EPS and revenues exceed analyst expectations

Now 21% undervalued after recent price drop

Chief Medical Officer exercised options and sold US$990k worth of stock

Now 21% overvalued after recent price rise

A Look At The Fair Value Of Arcellx, Inc. (NASDAQ:ACLX)

Chief Financial Officer notifies of intention to sell stock

Chief Medical Officer notifies of intention to sell stock

Now 21% undervalued after recent price drop

New major risk - Revenue and earnings growth

News Flash: Analysts Just Made A Sizeable Upgrade To Their Arcellx, Inc. (NASDAQ:ACLX) Forecasts

Consensus revenue estimates increase by 14%

Chief Financial Officer notifies of intention to sell stock

Consensus revenue estimates increase by 11%

Rainbows and Unicorns: Arcellx, Inc. (NASDAQ:ACLX) Analysts Just Became A Lot More Optimistic

Is Arcellx (NASDAQ:ACLX) A Risky Investment?

New major risk - Revenue and earnings growth

Kite and Arcellx Continue Momentum with Advances in Anito-Cel Multiple Myeloma Program

Chief Medical Officer exercised options and sold US$818k worth of stock

Arcellx, Inc., Annual General Meeting, May 24, 2024

Independent Director notifies of intention to sell stock

Consensus revenue estimates increase by 10%

Price target increased by 13% to US$75.92

Arcellx, Inc. (NASDAQ:ACLX) Just Reported And Analysts Have Been Lifting Their Price Targets

Price target increased by 10.0% to US$72.27

Chairman of the Board recently sold US$2.4m worth of stock

New major risk - Revenue and earnings growth

Chairman of the Board notifies of intention to sell stock

Arcellx: Navigating The CAR T-Cell Revolution

Chairman of the Board recently sold US$1.6m worth of stock

Chairman of the Board notifies of intention to sell stock