Arcus Biosciences, Inc.

NYSE:RCUS 株式レポート

時価総額：US$3.9b

Arcus Biosciences 将来の成長

Future 基準チェック /26

Arcus Biosciences利益と収益がそれぞれ年間37.4%と51.4%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に-108.7% 36.8%なると予測されています。

主要情報

37.4%

収益成長率

36.84%

EPS成長率

Biotechs 収益成長27.2%
収益成長率51.4%
将来の株主資本利益率-108.68%
アナリストカバレッジ

Good

最終更新日17 Aug 2026

今後の成長に関する最新情報

分析記事 • 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...

Recent updates

ナラティブ更新 • 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
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
分析記事 • 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...
分析記事 • 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...
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
分析記事 • 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...
分析記事 • 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...
ナラティブ更新 • 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.
ナラティブ更新 • 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.
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...
分析記事 • 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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新しいナラティブ • 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.
分析記事 • 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...
分析記事 • 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
分析記事 • 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...
分析記事 • 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

業績と収益の成長予測

NYSE:RCUS - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/2028179-384-219-36310
12/31/202752-451-365-41210
12/31/202679-451-189-44211
6/30/2026117-460-475-474N/A
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
3/31/202015-95N/A-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

アナリストによる今後の成長予測

収入対貯蓄率: RCUS今後 3 年間、利益が出ない状態が続くと予測されています。

収益対市場: RCUS今後 3 年間、利益が出ない状態が続くと予測されています。

高成長収益: RCUS今後 3 年間、利益が出ない状態が続くと予測されています。

収益対市場: RCUSの収益 ( 51.4% ) US市場 ( 12.9% ) よりも速いペースで成長すると予測されています。

高い収益成長: RCUSの収益 ( 51.4% ) 20%よりも速いペースで成長すると予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: RCUS 3 年以内に赤字になると予測されています。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/08/20 01:17
終値2026/08/20 00:00
収益2026/06/30
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Arcus Biosciences, Inc. 11 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。16

アナリスト機関
Zhiqiang ShuBerenberg
Jason ZemanskyBofA Global Research
Alethia YoungCantor Fitzgerald & Co.