Arcus Biosciences, Inc.

NYSE:RCUS Lagerbericht

Marktkapitalisierung: US$2.9b

Arcus Biosciences Zukünftiges Wachstum

Future Kriterienprüfungen 2/6

Arcus Biosciences wird ein jährliches Gewinn- und Umsatzwachstum von 37% bzw. 38.3% prognostiziert. Der Gewinn pro Aktie wird voraussichtlich wachsen um 36.9% pro Jahr. Die Eigenkapitalrendite wird in 3 Jahren voraussichtlich -126.1% betragen.

Wichtige Informationen

37.0%

Wachstumsrate der Gewinne

36.90%

EPS-Wachstumsrate

Biotechs Gewinnwachstum25.5%
Wachstumsrate der Einnahmen38.3%
Zukünftige Eigenkapitalrendite-126.06%
Analystenabdeckung

Good

Zuletzt aktualisiert18 May 2026

Jüngste Aktualisierungen zum künftigen Wachstum

Analyseartikel May 08

Arcus Biosciences, Inc. (NYSE:RCUS) Just Released Its First-Quarter Results And Analysts Are Updating Their Estimates

As you might know, Arcus Biosciences, Inc. ( NYSE:RCUS ) last week released its latest quarterly, and things did not...
Analyseartikel Nov 01

Arcus Biosciences, Inc. (NYSE:RCUS) Just Reported, And Analysts Assigned A US$29.60 Price Target

As you might know, Arcus Biosciences, Inc. ( NYSE:RCUS ) just kicked off its latest third-quarter results with some...

Recent updates

Analyseartikel May 16

Arcus Biosciences, Inc. (NYSE:RCUS) Analysts Just Trimmed Their Revenue Forecasts By 21%

The latest analyst coverage could presage a bad day for Arcus Biosciences, Inc. ( NYSE:RCUS ), with the analysts making...
Analyseartikel May 08

Arcus Biosciences, Inc. (NYSE:RCUS) Just Released Its First-Quarter Results And Analysts Are Updating Their Estimates

As you might know, Arcus Biosciences, Inc. ( NYSE:RCUS ) last week released its latest quarterly, and things did not...
Narrativ-Update May 04

RCUS: Future Upside Will Be Driven By Kidney Cancer Trial Momentum

Arcus Biosciences' updated analyst price target has been trimmed slightly to around $34.00, as analysts factor in mixed readthroughs from recent Merck-related trial updates, a modest adjustment in long term revenue and margin assumptions, and a higher projected future P/E multiple. Analyst Commentary Recent Street research around Arcus Biosciences reflects a mix of optimism and caution, with analysts reassessing price targets and ratings in light of recent clinical updates tied to Merck trials and Arcus specific developments.
Seeking Alpha Apr 27

Arcus Biosciences: TIGIT In The Rearview Mirror, But Market Pricing A Bit Too Aggressively For Now

Summary Arcus Biosciences remains resilient, rising over 50% since my last 'Buy' rating despite setbacks in its anti-TIGIT immunotherapy program. I now focus on RCUS's strategic pivot away from immunotherapy, reassessing the pipeline's potential and the investment thesis. Recent pipeline updates and financials suggest RCUS is adapting, with strengths and risks recalibrated post-immunotherapy disappointment. I continue to monitor RCUS's evolving strategy and execution, weighing near-term risks against long-term pipeline opportunities. Read the full article on Seeking Alpha
Narrativ-Update Apr 19

RCUS: Future Upside Will Be Driven By Kidney Cancer Trial Progress

Analysts have lifted their price targets on Arcus Biosciences into the low to mid $40s, citing updated expectations around profitability, refreshed discount rate assumptions, and relative P/E comparisons. These factors feed into a new fair value estimate of $34.20 per share.
Narrativ-Update Apr 05

RCUS: Future Upside Will Be Anchored By Renal Cancer Trial Progress

Analysts have raised the fair value estimate for Arcus Biosciences to $34.20 from $32.30, reflecting recent price target increases into the $28 to $45 range and renewed focus on casdatifan and the broader oncology pipeline. Analyst Commentary Recent Street research on Arcus Biosciences shows a mix of optimism around casdatifan and the oncology pipeline, along with caution about execution timing and risk and reward at current share levels.
Narrativ-Update Mar 22

RCUS: Late Stage Kidney Cancer Trial Results Will Drive Bullish Repricing Outlook

Narrative Update on Arcus Biosciences Analysts have nudged their average price target on Arcus Biosciences higher, with recent moves such as Citi lifting its target to $45 and Goldman Sachs raising its target to $28 from $16. These revisions reflect updated views on casdatifan trial data and the potential contribution of additional oncology programs.
Narrativ-Update Mar 07

RCUS: Late Stage Kidney Cancer Data Will Shape Repricing Outlook

Narrative Update The updated analyst price target for Arcus Biosciences moves to $49.00 from $47.00, as analysts factor in higher modeled revenue growth, adjust discount rates, and reflect a slightly higher future P/E multiple informed by recent target changes and mixed rating actions across the Street. Analyst Commentary Recent Street research on Arcus Biosciences presents a mixed but constructive backdrop, with several bullish analysts highlighting upside potential alongside more cautious views that focus on risk and timing.
Narrativ-Update Feb 21

RCUS: Future Upside Will Be Driven By Renal Cancer Data Milestones

Narrative Update: Arcus Biosciences The analyst price target for Arcus Biosciences has been adjusted slightly lower to $32.30 from $33.00, as analysts weigh recent upgrades and downgrades that highlight both the potential of casdatifan in renal cell carcinoma and a more balanced risk and reward profile at current levels. Analyst Commentary Recent Street research on Arcus Biosciences reflects a mix of optimism around casdatifan and caution around timing, risk and current valuation, which together help explain the modest trim in the overall price target.
Narrativ-Update Feb 07

RCUS: Kidney Cancer Focus And Limited 2026 Updates Will Shape Share Performance

Narrative update: Arcus Biosciences The analyst price target for Arcus Biosciences has increased from US$16 to US$20. Analysts cite updated views on casdatifan's potential in renal cell carcinoma (a US$1.7b risk-adjusted opportunity), as well as differing opinions on near-term news flow and the overall risk-reward profile.
Narrativ-Update Jan 24

RCUS: Future Upside Will Be Driven By 12 Month Efficacy Advantage

Analysts have modestly trimmed their fair value estimate for Arcus Biosciences to US$33.00 per share. This reflects updated assumptions on slower revenue growth, a slightly higher discount rate, and stronger projected margins and P/E multiples supported by recent casdatifan data and mixed, but generally constructive, Street research.
Narrativ-Update Jan 09

RCUS: Future Dependence On Single Late Line Kidney Cancer Program Will Pressure Shares

Analysts have trimmed their consolidated price target on Arcus Biosciences by a few dollars to around the low US$20s. This reflects a more balanced risk and reward profile as expectations for casdatifan moderate and valuation assumptions, including future P/E, are reset closer to recent Street research.
Narrativ-Update Dec 21

RCUS: Future Reliance On Single Oncology Asset Will Increase Downside Risk

Analysts have raised their fair value estimate for Arcus Biosciences from $12.00 to $16.00 per share, citing stronger than expected casdatifan efficacy data. They believe this supports higher long term profitability and justifies a richer future earnings multiple, even with more conservative revenue growth assumptions.
Narrativ-Update Dec 07

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.
Narrativ-Update Nov 22

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.
Narrativ-Update Nov 05

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.
Analyseartikel Nov 01

Arcus Biosciences, Inc. (NYSE:RCUS) Just Reported, And Analysts Assigned A US$29.60 Price Target

As you might know, Arcus Biosciences, Inc. ( NYSE:RCUS ) just kicked off its latest third-quarter results with some...
Analyseartikel Oct 28

Arcus Biosciences, Inc. (NYSE:RCUS) Shares Fly 45% But Investors Aren't Buying For Growth

Arcus Biosciences, Inc. ( NYSE:RCUS ) shares have continued their recent momentum with a 45% gain in the last month...
Narrativ-Update Oct 22

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

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.
Narrativ-Update Oct 08

Phase 3 Trials Will Shape Casdatifan Prospects Despite Regulatory Hurdles

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.
Analyseartikel Sep 06

There's No Escaping Arcus Biosciences, Inc.'s (NYSE:RCUS) Muted Revenues Despite A 28% Share Price Rise

Arcus Biosciences, Inc. ( NYSE:RCUS ) shareholders would be excited to see that the share price has had a great month...
Analyseartikel Jul 10

Does Arcus Biosciences (NYSE:RCUS) Have A Healthy Balance Sheet?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Analyseartikel May 16

Arcus Biosciences, Inc. (NYSE:RCUS) Analysts Just Slashed This Year's Revenue Estimates By 17%

The analysts covering Arcus Biosciences, Inc. ( NYSE:RCUS ) delivered a dose of negativity to shareholders today, by...
Analyseartikel May 04

Arcus Biosciences, Inc.'s (NYSE:RCUS) Shares Bounce 33% But Its Business Still Trails The Industry

Arcus Biosciences, Inc. ( NYSE:RCUS ) shareholders are no doubt pleased to see that the share price has bounced 33% in...
User avatar
Neues Narrativ Mar 24

Phase 3 Trials Will Shape Casdatifan Prospects Despite Regulatory Hurdles

Arcus Biosciences is focusing on casdatifan's late-stage development, promising significant differentiation and competitive advantage in the RCC market.
Analyseartikel Mar 06

Little Excitement Around Arcus Biosciences, Inc.'s (NYSE:RCUS) Revenues As Shares Take 26% Pounding

Unfortunately for some shareholders, the Arcus Biosciences, Inc. ( NYSE:RCUS ) share price has dived 26% in the last...
Analyseartikel Feb 10

Is Arcus Biosciences (NYSE:RCUS) A Risky Investment?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Seeking Alpha Jan 13

Arcus: Excellent Pipeline And Collaborations, Cash Runway

Summary Arcus Biosciences presents a strong buying opportunity due to positive data, Gilead's increased stake, and a robust pipeline with significant market potential. Lead molecule domvanalimab shows promising phase 3 trial results in lung and gastrointestinal cancers, with substantial survival benefits and market potential of $10bn. Casdatifan, an HIF-2α inhibitor, has shown superior data in clear cell renal cell carcinoma, positioning it as a leading candidate in a $2bn market. With a market cap of $1.36bn and $1.1bn in cash, Arcus Biosciences is undervalued, offering a derisked investment with Gilead's significant support. Read the full article on Seeking Alpha
Analyseartikel Dec 12

Estimating The Intrinsic Value Of Arcus Biosciences, Inc. (NYSE:RCUS)

Key Insights Arcus Biosciences' estimated fair value is US$18.25 based on 2 Stage Free Cash Flow to Equity Current...
Analyseartikel Nov 21

Arcus Biosciences, Inc.'s (NYSE:RCUS) Price Is Right But Growth Is Lacking

With a price-to-sales (or "P/S") ratio of 5.1x Arcus Biosciences, Inc. ( NYSE:RCUS ) may be sending bullish signals at...
Seeking Alpha Oct 29

Arcus Biosciences: Advancing On Several Fronts

Summary Today, we look at Arcus Biosciences, Inc., which has a robust pipeline with five Phase 3 trials by 2025, focusing on combo therapies for GI and NSCLC cancers. Strong backing from Gilead and Taiho, with significant funding and collaborative agreements, supports Arcus' ambitious clinical programs. Key catalysts include upcoming data from various trials, particularly for dom + zim in upper GI cancers, and cas in ccRCC. An analysis around Arcus Biosciences follows in the paragraphs below. Read the full article on Seeking Alpha
Seeking Alpha Sep 23

Arcus Biosciences Looks Compelling Ahead Of Key Clinical Oncology Milestones

Summary Arcus Biosciences develops late-stage immunotherapies, with Domvanalimab and Casdatifan leading the way in targeting large oncology markets. Domvanalimab, a Phase 3 anti-TIGIT antibody for NSCLC and GI cancers, could significantly impact treatment upon approval. Casdatifan is advancing to Phase 3 for renal cell carcinoma and may outperform Merck's Belzutifan. The company has robust financials, with $969 million in short-term available liquidity and a compelling valuation. Despite inherent clinical trial risks, RCUS's robust financial position and strategic collaborations make it a "strong buy." Read the full article on Seeking Alpha
Analyseartikel Sep 15

Arcus Biosciences (NYSE:RCUS) May Not Be Profitable But It Seems To Be Managing Its Debt Just Fine, Anyway

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Analyseartikel Aug 19

Arcus Biosciences, Inc.'s (NYSE:RCUS) Shares Lagging The Industry But So Is The Business

With a price-to-sales (or "P/S") ratio of 5.8x Arcus Biosciences, Inc. ( NYSE:RCUS ) may be sending very bullish...

Gewinn- und Umsatzwachstumsprognosen

NYSE:RCUS - Zukünftige Analystenschätzungen und Finanzdaten der Vergangenheit (USD Millions)
DatumUmsatzGewinneFreier CashflowBargeld aus operativen TätigkeitenDurchschn. Anz. Analysten
12/31/2028178-363-190-26410
12/31/202795-413-333-38111
12/31/202673-448-258-3009
3/31/2026236-369-489-488N/A
12/31/2025247-353-484-482N/A
9/30/2025240-341-464-462N/A
6/30/2025262-298-342-339N/A
3/31/2025141-391-303-300N/A
12/31/2024258-283-176-170N/A
9/30/2024263-270-169-158N/A
6/30/2024247-249-267-247N/A
3/31/2024237-231-235-210N/A
12/31/2023117-307-330-306N/A
9/30/2023120-293-306-288N/A
6/30/2023121-287-316-306N/A
3/31/2023119-279-326-314N/A
12/31/2022112-267432438N/A
9/30/202243380426446N/A
6/30/202240967447473N/A
3/31/202239258439464N/A
12/31/202138353-282-256N/A
9/30/202138-278-263-244N/A
6/30/202193-1991426N/A
3/31/202185-1687076N/A
12/31/202078-123108111N/A
9/30/202078-88150152N/A
6/30/202015-112-93-92N/A
3/31/202015-95-89-88N/A
12/31/201915-85N/A-73N/A
9/30/20197-80N/A-71N/A
6/30/20199-69N/A-55N/A
3/31/20199-54N/A-47N/A
12/31/20188-50N/A-43N/A
9/30/20188-51N/A-20N/A
6/30/20184-63N/A-33N/A
3/31/20183-59N/A-29N/A
12/31/20171-53N/A-25N/A

Analystenprognosen zum zukünftigen Wachstum

Einkommen vs. Sparrate: RCUS wird in den nächsten 3 Jahren voraussichtlich unrentabel bleiben.

Ertrag vs. Markt: RCUS wird in den nächsten 3 Jahren voraussichtlich unrentabel bleiben.

Hohe Wachstumserträge: RCUS wird in den nächsten 3 Jahren voraussichtlich unrentabel bleiben.

Einnahmen vs. Markt: RCUSDie Einnahmen des Unternehmens (38.3% pro Jahr) werden voraussichtlich schneller wachsen als der Markt US (11.6% pro Jahr).

Hohe Wachstumseinnahmen: RCUSDie Einnahmen des Unternehmens (38.3% pro Jahr) werden voraussichtlich schneller wachsen als 20% pro Jahr.


Wachstumsprognosen für den Gewinn je Aktie


Künftige Eigenkapitalrendite

Künftige Eigenkapitalrendite: RCUS wird voraussichtlich in 3 Jahren unrentabel sein.


Wachstumsunternehmen entdecken

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/05/20 12:57
Aktienkurs zum Tagesende2026/05/20 00:00
Gewinne2026/03/31
Jährliche Einnahmen2025/12/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

Arcus Biosciences, Inc. wird von 15 Analysten beobachtet. 11 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Zhiqiang ShuBerenberg
Jason ZemanskyBofA Global Research
Li Wang WatsekCantor Fitzgerald & Co.