Arcus Biosciences (RCUS) Panoramica del titolo
Arcus Biosciences, Inc. è una società biofarmaceutica in fase clinica che sviluppa e commercializza terapie antitumorali negli Stati Uniti. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 2/6 |
| Crescita futura | 2/6 |
| Prestazioni passate | 0/6 |
| Salute finanziaria | 4/6 |
| Dividendi | 0/6 |
Premi
Analisi del rischio
RCUS Community Fair Values
Create NarrativeSee what 18 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Concorrenti di Arcus Biosciences, Inc.
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$29.52 |
| Massimo di 52 settimane | US$31.74 |
| Minimo di 52 settimane | US$9.92 |
| Beta | 0.81 |
| Variazione di 1 mese | 0.14% |
| Variazione a 3 mesi | 25.99% |
| Variazione di 1 anno | 181.68% |
| Variazione a 3 anni | 28.80% |
| Variazione a 5 anni | 2.22% |
| Variazione dall'IPO | 73.65% |
Notizie e aggiornamenti recenti
Aggiornamento narrativa • Aug 07
RCUS: Kidney Cancer Readouts And New Collaborations Will Drive Future Upside
Arcus Biosciences' analyst fair value estimate has shifted from $35.75 to $38.00 as analysts factor in a broader CAS and casdatifan development program, higher modeled revenue growth, and updated P/E assumptions following a series of recent price target increases across the Street. Analyst Commentary Recent Street research on Arcus Biosciences points to a mix of optimism on the company’s kidney cancer franchise and caution around how that pipeline ultimately translates into commercial performance and valuation support.Seeking Alpha • Jul 24
Arcus: 'Buy' On Casdatifan Late-Stage CcRCC Advancement And 1st-Line Expansions
Summary I initiate Arcus Biosciences with a 'Buy' rating, citing late-stage pipeline catalysts and a strong financial runway. The company's lead asset, casdatifan, is advancing in phase 3 PEAK-1 for 2nd-line ccRCC, with enrollment completion expected by the end of 2026. Expansion into 1st-line ccRCC with casdatifan-based TKI-free regimens and multiple upcoming data readouts offers significant upside potential. The company holds $876M in cash, sufficient to fund operations into 2H 2028, mitigating near-term capital risk. Read the full article on Seeking AlphaRecent updates
Aggiornamento narrativa • Aug 07
RCUS: Kidney Cancer Readouts And New Collaborations Will Drive Future Upside
Arcus Biosciences' analyst fair value estimate has shifted from $35.75 to $38.00 as analysts factor in a broader CAS and casdatifan development program, higher modeled revenue growth, and updated P/E assumptions following a series of recent price target increases across the Street. Analyst Commentary Recent Street research on Arcus Biosciences points to a mix of optimism on the company’s kidney cancer franchise and caution around how that pipeline ultimately translates into commercial performance and valuation support.Seeking Alpha • Jul 24
Arcus: 'Buy' On Casdatifan Late-Stage CcRCC Advancement And 1st-Line Expansions
Summary I initiate Arcus Biosciences with a 'Buy' rating, citing late-stage pipeline catalysts and a strong financial runway. The company's lead asset, casdatifan, is advancing in phase 3 PEAK-1 for 2nd-line ccRCC, with enrollment completion expected by the end of 2026. Expansion into 1st-line ccRCC with casdatifan-based TKI-free regimens and multiple upcoming data readouts offers significant upside potential. The company holds $876M in cash, sufficient to fund operations into 2H 2028, mitigating near-term capital risk. Read the full article on Seeking Alpha
Aggiornamento narrativa • Jul 09
RCUS: Kidney Cancer Data And Partnerships Will Drive Bullish Repricing Outlook
The analyst price target for Arcus Biosciences has shifted modestly from about $49 to $47, with analysts pointing to updated assumptions on long term fair value, slightly higher discount rates, and revised expectations for revenue growth, profit margins, and future P/E multiples informed by recent research coverage and casdatifan related commentary. Analyst Commentary Recent Street research on Arcus Biosciences highlights a mix of fresh coverage, revised targets, and interpretation of sector news, giving investors more context around how analysts are framing casdatifan, the broader pipeline, and execution risk.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Articolo di analisi • 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...Articolo di analisi • 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...Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.
Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Articolo di analisi • 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...Articolo di analisi • 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...Aggiornamento 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.Aggiornamento 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.Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...
Nuova 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.Articolo di analisi • 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...Articolo di analisi • 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 AlphaArticolo di analisi • 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...Articolo di analisi • 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 AlphaRendimenti per gli azionisti
| RCUS | US Biotechs | US Mercato | |
|---|---|---|---|
| 7D | 2.3% | 5.2% | -2.1% |
| 1Y | 181.7% | 43.5% | 18.8% |
Ritorno vs Industria: RCUS ha superato il US Biotechs che ha restituito 46.3 % nell'ultimo anno.
Rendimento vs Mercato: RCUS ha superato il mercato US che ha restituito 20.5 % nell'ultimo anno.
Volatilità dei prezzi
| RCUS volatility | |
|---|---|
| RCUS Average Weekly Movement | 7.4% |
| Biotechs Industry Average Movement | 9.8% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.1% |
Prezzo delle azioni stabile: RCUS non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 7% ) di RCUS è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 2015 | 601 | Terry Rosen | arcusbio.com |
Arcus Biosciences, Inc. è una società biofarmaceutica in fase clinica che sviluppa e commercializza terapie antitumorali negli Stati Uniti. Il portafoglio di prodotti in fase di sviluppo dell'azienda comprende Casdatifan, un inibitore di HIF-2a per il trattamento del tumore del rene; Domvanalimab, un anticorpo anti-TIGIT, che è in fase 2 e 3 di sperimentazione clinica per i tumori del polmone e del tratto gastrointestinale; e Zimberelimab, un anticorpo anti-PD-1. L'azienda sviluppa anche Quemliclustat, un piccolo inibitore molecolare che ha come bersaglio l'enzima CD73 nella via dell'ATP-adenosina, in fase 3 e 1/1b di sperimentazione clinica per il cancro al polmone e al pancreas.
Arcus Biosciences, Inc. Riepilogo dei fondamenti
| RCUS statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$3.86b |
| Utili (TTM) | -US$460.00m |
| Ricavi(TTM) | US$117.00m |
32.1x
Rapporto P/S-8.2x
Rapporto P/ERCUS è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| RCUS Conto economico (TTM) | |
|---|---|
| Ricavi | US$117.00m |
| Costo del fatturato | US$497.00m |
| Profitto lordo | -US$380.00m |
| Altre spese | US$80.00m |
| Utili | -US$460.00m |
Ultimi utili riportati
Jun 30, 2026
Prossima data di guadagno
n/a
| Utile per azione (EPS) | -3.61 |
| Margine lordo | -324.79% |
| Margine di profitto netto | -393.16% |
| Rapporto debito/patrimonio netto | 48.5% |
Come si è comportato RCUS nel lungo periodo?
Vedi performance storica e confrontoAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/08/20 01:29 |
| Prezzo dell'azione a fine giornata | 2026/08/20 00:00 |
| Utili | 2026/06/30 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Arcus Biosciences, Inc. è coperta da 16 analisti. 11 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Zhiqiang Shu | Berenberg |
| Jason Zemansky | BofA Global Research |
| Alethia Young | Cantor Fitzgerald & Co. |