Arcus Biosciences 향후 성장
Future 기준 점검 2/6
Arcus Biosciences (는) 각각 연간 37% 및 38.3% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 36.9% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 -126.1% 로 예상됩니다.
핵심 정보
37.0%
이익 성장률
36.90%
EPS 성장률
| Biotechs 이익 성장 | 25.5% |
| 매출 성장률 | 38.3% |
| 향후 자기자본이익률 | -126.06% |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 18 May 2026 |
최근 향후 성장 업데이트
분석 기사 • 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...분석 기사 • 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
분석 기사 • 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...분석 기사 • 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...
내러티브 업데이트 • 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 Alpha내러티브 업데이트 • 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.내러티브 업데이트 • 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.
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...
새로운 내러티브 • 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.분석 기사 • 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...분석 기사 • 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 Alpha분석 기사 • 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...분석 기사 • 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 Alpha분석 기사 • 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...분석 기사 • 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...이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 12/31/2028 | 178 | -363 | -190 | -264 | 10 |
| 12/31/2027 | 95 | -413 | -333 | -381 | 11 |
| 12/31/2026 | 73 | -448 | -258 | -300 | 9 |
| 3/31/2026 | 236 | -369 | -489 | -488 | N/A |
| 12/31/2025 | 247 | -353 | -484 | -482 | N/A |
| 9/30/2025 | 240 | -341 | -464 | -462 | N/A |
| 6/30/2025 | 262 | -298 | -342 | -339 | N/A |
| 3/31/2025 | 141 | -391 | -303 | -300 | N/A |
| 12/31/2024 | 258 | -283 | -176 | -170 | N/A |
| 9/30/2024 | 263 | -270 | -169 | -158 | N/A |
| 6/30/2024 | 247 | -249 | -267 | -247 | N/A |
| 3/31/2024 | 237 | -231 | -235 | -210 | N/A |
| 12/31/2023 | 117 | -307 | -330 | -306 | N/A |
| 9/30/2023 | 120 | -293 | -306 | -288 | N/A |
| 6/30/2023 | 121 | -287 | -316 | -306 | N/A |
| 3/31/2023 | 119 | -279 | -326 | -314 | N/A |
| 12/31/2022 | 112 | -267 | 432 | 438 | N/A |
| 9/30/2022 | 433 | 80 | 426 | 446 | N/A |
| 6/30/2022 | 409 | 67 | 447 | 473 | N/A |
| 3/31/2022 | 392 | 58 | 439 | 464 | N/A |
| 12/31/2021 | 383 | 53 | -282 | -256 | N/A |
| 9/30/2021 | 38 | -278 | -263 | -244 | N/A |
| 6/30/2021 | 93 | -199 | 14 | 26 | N/A |
| 3/31/2021 | 85 | -168 | 70 | 76 | N/A |
| 12/31/2020 | 78 | -123 | 108 | 111 | N/A |
| 9/30/2020 | 78 | -88 | 150 | 152 | N/A |
| 6/30/2020 | 15 | -112 | -93 | -92 | N/A |
| 3/31/2020 | 15 | -95 | -89 | -88 | N/A |
| 12/31/2019 | 15 | -85 | N/A | -73 | N/A |
| 9/30/2019 | 7 | -80 | N/A | -71 | N/A |
| 6/30/2019 | 9 | -69 | N/A | -55 | N/A |
| 3/31/2019 | 9 | -54 | N/A | -47 | N/A |
| 12/31/2018 | 8 | -50 | N/A | -43 | N/A |
| 9/30/2018 | 8 | -51 | N/A | -20 | N/A |
| 6/30/2018 | 4 | -63 | N/A | -33 | N/A |
| 3/31/2018 | 3 | -59 | N/A | -29 | N/A |
| 12/31/2017 | 1 | -53 | N/A | -25 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: RCUS 향후 3년 동안 수익성이 없을 것으로 예상됩니다.
수익 vs 시장: RCUS 향후 3년 동안 수익성이 없을 것으로 예상됩니다.
고성장 수익: RCUS 향후 3년 동안 수익성이 없을 것으로 예상됩니다.
수익 대 시장: RCUS 의 수익(연간 38.3%)이 US 시장(연간 11.6%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 매출: RCUS 의 수익(연간 38.3%)은 연간 20%보다 빠르게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: RCUS는 3년 뒤에도 수익성이 없을 것으로 전망됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/20 14:17 |
| 종가 | 2026/05/20 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
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산업 및 섹터 지표
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분석가 소스
Arcus Biosciences, Inc.는 15명의 분석가가 다루고 있습니다. 이 중 11명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Zhiqiang Shu | Berenberg |
| Jason Zemansky | BofA Global Research |
| Li Wang Watsek | Cantor Fitzgerald & Co. |