RCUS Share Price Performance
US$29.48
20.32 (221.83%)
17.5% undervalued intrinsic discount
US$35.75
Fair Value
Price US$29.48
AnalystConsensusTarget US$35.75
AnalystHighTarget US$47.00
AnalystLowTarget US$20.00
Fair ValueUS$35.75
Share Pricen/a
Arcus Biosciences, Inc. Stock Price
- 3 Narratives written by author
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- 18 Fair Values set on narratives written by author
RCUS Community Narratives
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Fair Value
·Fair Value US$35.75 17.5% undervalued intrinsic discount
Analyst Sentiment Improves on Arcus Biosciences as Price Targets Rise with Strong Trial Data
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Fair Value
·Fair Value US$47 37.3% undervalued intrinsic discount
Aging Population And Precision Medicine Will Expand Oncology Opportunities
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Fair Value
·Fair Value US$20 47.4% overvalued intrinsic discount
Regulatory Challenges Will Stunt Oncology Advances But Promise Remains
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Aging Population And Precision Medicine Will Expand Oncology Opportunities
Arcus Biosciences is betting that its lead cancer drug and a deep pipeline can win doctors over quickly and reduce the company’s reliance on any single treatment. The upside depends on trials and approvals going smoothly, while setbacks, fierce competition, and dependence on partner payments could slow progress.Read more
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US$47
37.3% undervalued intrinsic discount
Fair Value
Profit Margin
18.92%
Future PE
59.67x
Price in 2029
US$57.94
Analyst Sentiment Improves on Arcus Biosciences as Price Targets Rise with Strong Trial Data
Arcus Biosciences is betting big on a new kidney cancer treatment that early results suggest could stand out against rivals, with more updates expected as studies read out. But getting new cancer drugs approved is uncertain, and safety concerns and fierce competition could still derail the story.Read more
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US$35.75
17.5% undervalued intrinsic discount
Fair Value
Profit Margin
18.92%
Future PE
160.99x
Price in 2029
US$44.11
Regulatory Challenges Will Stunt Oncology Advances But Promise Remains
Key Takeaways Dependency on partnerships and a concentrated pipeline exposes the company to funding disruptions, competitive threats, and regulatory setbacks impacting future earnings and cash flow stability. Pricing pressures, payer focus on generics, and macroeconomic challenges may limit revenue growth and hinder sustainable profitability despite a promising pipeline and expedited regulatory pathways.Read more
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US$20
47.4% overvalued intrinsic discount
Fair Value
Profit Margin
16.05%
Future PE
95.84x
Price in 2029
US$24.47
Trending Discussion
No trending discussion available.
Recently Updated Narratives
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RCUS: Kidney Cancer Data And Partnerships Will Drive Bullish Repricing Outlook
Fair Value: US$47 37.3% undervalued intrinsic discount
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RCUS: Kidney Cancer Program And Big Pharma Partnerships Will Drive Future Upside
Fair Value: US$35.75 17.5% undervalued intrinsic discount
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RCUS: Kidney Cancer Focus And Limited 2026 Updates Will Shape Share Performance
Fair Value: US$20 47.4% overvalued intrinsic discount
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Snowflake Analysis
Arcus Biosciences, Inc. Key Details
Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
- -2.93
- -121.61%
- -156.36%
- 41.8%
About RCUS
- Founded
- 2015
- Employees
- 601
- CEO
- WebsiteView website
Arcus Biosciences, Inc., a clinical-stage biopharmaceutical company, develops and commercializes cancer therapies in the United States. The company’s development product portfolio includes Casdatifan, a HIF-2a inhibitor for the treatment of kidney cancer; Domvanalimab, an anti-TIGIT antibody, which is in Phase 2 and Phase 3 clinical trial for lung and gastrointestinal cancers; and Zimberelimab, an anti-PD-1 antibody. It also develops Quemliclustat, a small molecule inhibitor that targets the CD73 enzyme in the ATP-adenosine pathway, which is in phase 3 and phase 1/1b clinical trial for lung and pancreatic cancer. In addition, the company develops AB598, a CD39 antibody, which is in phase 1/1b clinical study for gastrointestinal cancer and AB801, an AXL inhibitor, which is in Phase 1b clinical trial for lung cancer. It has clinical collaboration with AstraZeneca for the Phase 3 PACIFIC-8 trial evaluating domvanalimab and durvalumab in Stage 3 NSCLC and for a Phase 1/1b study evaluating casdatifan and volrustomig in IO-naive patients with ccRCC; BVF Partners L.P. to support the discovery and development of compounds for the treatment of inflammatory diseases; and Bristol-Myers Squibb Company to develop a novel treatment regimen that delivers tumor control in kidney cancer. Arcus Biosciences, Inc. was incorporated in 2015 and is based in Hayward, California.
