Arcus Biosciences, Inc.

Informe acción NYSE:RCUS

Capitalización de mercado: US$3.0b

Arcus Biosciences Resultados de beneficios anteriores

Pasado controles de criterios 0/6

Los beneficios de Arcus Biosciences han disminuido a una tasa media anual de -25.7%, mientras que en la industria Biotechs los beneficios crecieron en un 36.2% anualmente. Los ingresos han ido creciendo a una tasa media de 3.3% al año.

Información clave

-25.71%

Tasa de crecimiento de los beneficios

-16.02%

Tasa de crecimiento del BPA

Crecimiento de la industria Biotechs 17.04%
Tasa de crecimiento de los ingresos3.27%
Rentabilidad financiera-70.42%
Margen neto-156.36%
Última actualización de beneficios31 Mar 2026

Actualizaciones de resultados anteriores recientes

Recent updates

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 Alpha
Actualización 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...
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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 Alpha
Artículo 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 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
Artículo 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...

Desglose de ingresos y gastos

Cómo gana y gasta dinero Arcus Biosciences. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).


Historial de beneficios e ingresos

NYSE:RCUS Ingresos, gastos y beneficios (USD Millions)
FechaIngresosBeneficiosGastos G+AGastos de I+D
31 Mar 26236-3691110
31 Dec 25247-3531100
30 Sep 25240-3411120
30 Jun 25262-2981150
31 Mar 25141-3911160
31 Dec 24258-2831200
30 Sep 24263-2701210
30 Jun 24247-2491210
31 Mar 24237-2311190
31 Dec 23117-3071170
30 Sep 23120-2931160
30 Jun 23121-2871120
31 Mar 23119-2791100
31 Dec 22112-2671040
30 Sep 2243380990
30 Jun 2240967890
31 Mar 2239258800
31 Dec 2138353720
30 Sep 2138-278620
30 Jun 2193-199570
31 Mar 2185-168510
31 Dec 2078-123430
30 Sep 2078-88360
30 Jun 2015-112330
31 Mar 2015-95270
31 Dec 1915-85250
30 Sep 197-80220
30 Jun 199-69180
31 Mar 199-54160
31 Dec 188-50140
30 Sep 188-51120
30 Jun 184-63110
31 Mar 183-5990
31 Dec 171-5380

Ingresos de calidad: RCUS actualmente no es rentable.

Margen de beneficios creciente: RCUS actualmente no es rentable.


Análisis del flujo de caja libre vs. Beneficios


Análisis del crecimiento de los beneficios en el pasado

Tendencia de beneficios: RCUS no es rentable, y las pérdidas han aumentado en los últimos 5 años a un ritmo de 25.7% al año.

Acelerando crecimiento: No se puede comparar el crecimiento de los beneficios de RCUS en el último año con su promedio de 5 años, ya que actualmente no es rentable.

Beneficios vs. Industria: RCUS no es rentable, por lo que resulta difícil comparar el crecimiento de sus beneficios en el último año con el de la industria Biotechs (54.5%).


Rentabilidad financiera

Alta ROE: RCUS tiene una rentabilidad financiera negativa (-70.42%), ya que actualmente no es rentable.


Rentabilidad económica


Rendimiento del capital invertido


Descubre empresas con buenos resultados en el pasado

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/06/15 09:35
Precio de las acciones al final del día2026/06/15 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

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.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* 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 tenemos 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.

AnalistaInstitución
Zhiqiang ShuBerenberg
Jason ZemanskyBofA Global Research
Alethia YoungCantor Fitzgerald & Co.