Arcus Biosciences (RCUS) Resumen de Acciones
Arcus Biosciences, Inc. es una empresa biofarmacéutica en fase clínica que desarrolla y comercializa terapias contra el cáncer en Estados Unidos. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 2/6 |
| Crecimiento futuro | 2/6 |
| Rendimiento pasado | 0/6 |
| Salud financiera | 4/6 |
| Dividendos | 0/6 |
RCUS Community Fair Values
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Analyst Price Targets
Competidores de Arcus Biosciences, Inc.
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | US$29.96 |
| Máximo en las últimas 52 semanas | US$31.74 |
| Mínimo de 52 semanas | US$8.84 |
| Beta | 0.80 |
| Cambio en 1 mes | 26.73% |
| Variación en 3 meses | 34.11% |
| Cambio de 1 año | 214.05% |
| Variación en 3 años | 32.10% |
| Variación en 5 años | 4.83% |
| Variación desde la OPV | 76.24% |
Noticias y actualizaciones recientes
Actualización de narrativa • Jun 25
RCUS: Kidney Cancer Program And Big Pharma Partnerships Will Drive Future Upside
Analysts have nudged their price expectations for Arcus Biosciences higher, with recent targets ranging from $35 to $46. This reflects updated views on casdatifan's profile in clear cell renal cell carcinoma and a mix of incremental target raises and trims across the Street.Actualización de narrativa • Jun 09
RCUS: Kidney Cancer Collaboration And Pipeline Optionality Will Drive Future Upside
Analysts have nudged their price target for Arcus Biosciences higher to $35.75 from $34.82, citing a mix of new Buy and Outperform initiations, higher Street targets clustered around casdatifan's potential in renal cell carcinoma, and a modest tweak to discount rate and profit margin assumptions. Analyst Commentary Recent Street research around Arcus Biosciences has centered on how much value to ascribe to casdatifan in renal cell carcinoma, how to interpret competitive study outcomes, and what risk premium to apply as the pipeline advances.Actualización de narrativa • May 26
RCUS: Kidney Cancer Data And Pipeline Optionality Will Drive Future Upside
The updated analyst price target for Arcus Biosciences has edged up to about $34.82 from $34, with analysts highlighting a more constructive view on long term revenue growth, higher projected profit margins, and a lower future P/E. This comes as recent research points to casdatifan's potential and mixed read throughs from external trial news.Recent updates
Actualización de narrativa • Jun 25
RCUS: Kidney Cancer Program And Big Pharma Partnerships Will Drive Future Upside
Analysts have nudged their price expectations for Arcus Biosciences higher, with recent targets ranging from $35 to $46. This reflects updated views on casdatifan's profile in clear cell renal cell carcinoma and a mix of incremental target raises and trims across the Street.Actualización de narrativa • Jun 09
RCUS: Kidney Cancer Collaboration And Pipeline Optionality Will Drive Future Upside
Analysts have nudged their price target for Arcus Biosciences higher to $35.75 from $34.82, citing a mix of new Buy and Outperform initiations, higher Street targets clustered around casdatifan's potential in renal cell carcinoma, and a modest tweak to discount rate and profit margin assumptions. Analyst Commentary Recent Street research around Arcus Biosciences has centered on how much value to ascribe to casdatifan in renal cell carcinoma, how to interpret competitive study outcomes, and what risk premium to apply as the pipeline advances.Actualización de narrativa • May 26
RCUS: Kidney Cancer Data And Pipeline Optionality Will Drive Future Upside
The updated analyst price target for Arcus Biosciences has edged up to about $34.82 from $34, with analysts highlighting a more constructive view on long term revenue growth, higher projected profit margins, and a lower future P/E. This comes as recent research points to casdatifan's potential and mixed read throughs from external trial news.Artículo de análisis • 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...Artículo de análisis • 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...Actualización de narrativa • 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 AlphaActualización de narrativa • 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.Actualización de narrativa • 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.
Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.
Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Artículo de análisis • 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...Artículo de análisis • 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...Actualización de narrativa • 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.Actualización de narrativa • 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.Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...
Nueva narrativa • 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.Artículo de análisis • 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...Artículo de análisis • 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 AlphaArtículo de análisis • 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...Artículo de análisis • 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 AlphaSeeking 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 AlphaArtículo de análisis • 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...Artículo de análisis • 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...Rentabilidad de los accionistas
| RCUS | US Biotechs | Mercado US | |
|---|---|---|---|
| 7D | -1.2% | 0.02% | 0.6% |
| 1Y | 214.0% | 36.1% | 19.5% |
Rentabilidad vs. Industria: RCUS superó a la industria US Biotechs, que obtuvo un rendimiento del 36.1% el año pasado.
Rentabilidad vs. Mercado: RCUS superó al mercado US, que obtuvo un rendimiento del 19.5% el año pasado.
Volatilidad de los precios
| RCUS volatility | |
|---|---|
| RCUS Average Weekly Movement | 8.2% |
| Biotechs Industry Average Movement | 10.4% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.2% |
Precio estable de las acciones: RCUS no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.
Volatilidad a lo largo del tiempo: La volatilidad semanal de RCUS (8%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 2015 | 601 | Terry Rosen | arcusbio.com |
Arcus Biosciences, Inc. es una empresa biofarmacéutica en fase clínica que desarrolla y comercializa terapias contra el cáncer en Estados Unidos. La cartera de productos en desarrollo de la empresa incluye Casdatifan, un inhibidor de HIF-2a para el tratamiento del cáncer de riñón; Domvanalimab, un anticuerpo anti-TIGIT, que se encuentra en ensayos clínicos de fase 2 y fase 3 para cánceres de pulmón y gastrointestinales; y Zimberelimab, un anticuerpo anti-PD-1. También desarrolla Quemliclustat, un inhibidor de molécula pequeña dirigido contra la enzima CD73 de la vía ATP-adenosina, que se encuentra en ensayos clínicos de fase 3 y fase 1/1b para cáncer de pulmón y páncreas.
Resumen de fundamentos de Arcus Biosciences, Inc.
| Estadísticas fundamentales de RCUS | |
|---|---|
| Capitalización bursátil | US$3.81b |
| Beneficios(TTM) | -US$369.00m |
| Ingresos (TTM) | US$236.00m |
16.0x
Ratio precio-ventas (PS)-10.2x
Ratio precio-beneficio (PE)¿Está RCUS sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de RCUS | |
|---|---|
| Ingresos | US$236.00m |
| Coste de los ingresos | US$523.00m |
| Beneficio bruto | -US$287.00m |
| Otros gastos | US$82.00m |
| Beneficios | -US$369.00m |
Últimos beneficios comunicados
Mar 31, 2026
Próxima fecha de beneficios
n/a
| Beneficios por acción (BPA) | -2.93 |
| Margen bruto | -121.61% |
| Margen de beneficio neto | -156.36% |
| Ratio deuda/patrimonio | 41.8% |
¿Cómo se ha desempeñado RCUS a largo plazo?
Ver rendimiento histórico y comparativaAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/07/09 14:29 |
| Precio de las acciones al final del día | 2026/07/09 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también contamos con guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Arcus Biosciences, Inc. está cubierta por 16 analistas. 12 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Zhiqiang Shu | Berenberg |
| Jason Zemansky | BofA Global Research |
| Alethia Young | Cantor Fitzgerald & Co. |