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Arcellx, Inc.NasdaqGS:ACLX Stock Report

Market Cap US$6.8b
Share Price
US$115.07
US$112.2
2.6% overvalued intrinsic discount
1Y75.6%
7D0.02%
1D
Portfolio Value
​
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Arcellx, Inc.

NasdaqGS:ACLX Stock Report

Market Cap: US$6.8b

This company has been acquired

The company may no longer be operating, as it has been acquired. Find out why through their latest events.

Arcellx (ACLX) Stock Overview

Together with its subsidiary, engages in the development of various immunotherapies for patients with cancer and other incurable diseases in the United States. More details

ACLX fundamental analysis
Snowflake Score
Valuation3/6
Future Growth5/6
Past Performance0/6
Financial Health5/6
Dividends0/6

Rewards

Trading at 75.9% below our estimate of its fair value

Earnings are forecast to grow 63.73% per year

Risk Analysis

Highly volatile share price over the past 3 months compared to the US market

Significant insider selling over the past 3 months


ACLX Community Fair Values

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See what 8 others think this stock is worth. Follow their fair value or set your own to get alerts.

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Arcellx, Inc. Competitors

Price History & Performance

Summary of share price highs, lows and changes for Arcellx
Historical stock prices
Current Share PriceUS$115.07
52 Week HighUS$115.13
52 Week LowUS$47.86
Beta0.25
1 Month Change0.22%
3 Month Change68.45%
1 Year Change75.60%
3 Year Change166.00%
5 Year Changen/a
Change since IPO584.94%

Recent News & Updates

Recent updates

Seeking Alpha • Dec 17

Arcellx: Funded Into 2028 With Strong Clinical Data

Summary Arcellx (ACLX) is positioned to disrupt multiple myeloma cell therapy with anito-cel, leveraging superior efficacy, safety, and scalable manufacturing. ACLX's $576 million cash runway extends into 2028, mitigating dilution risk and supporting its transition to commercialization post-2026 launch. Anito-cel's 96% ORR, 74% CR/sCR, and clean safety profile differentiate it from competitors, especially against Carvykti’s neurotoxicity concerns. The Kite partnership ensures rapid 17-day turnaround and broad distribution, enhancing ACLX's commercial leverage in a $12B+ market. Read the full article on Seeking Alpha
Analysis Article • Aug 10

Analysts Have Lowered Expectations For Arcellx, Inc. (NASDAQ:ACLX) After Its Latest Results

NasdaqGS:ACLX 1 Year Share Price vs Fair Value Explore Arcellx's Fair Values from the Community and select yours As you...
Analysis Article • Jul 11

We're Not Very Worried About Arcellx's (NASDAQ:ACLX) Cash Burn Rate

We can readily understand why investors are attracted to unprofitable companies. For example, although...
Seeking Alpha • Mar 17

Arcellx Impressive Safety Data Leaves Doubts

Summary Arcellx's innovative cell therapy platform shows promising potential in treating multiple myeloma, a significant unmet medical need. Strong clinical trial results and strategic partnerships bolster confidence in Arcellx's growth trajectory and market position. Clarity is needed around mechanistic differentiation on D-Domain safety results before fully buying into the story. Hold rating based on the uncertainty of upcoming potential approval. Read the full article on Seeking Alpha
Seeking Alpha • Jan 16

Arcellx, Inc.: Trying To Build A Better Myeloma Cell Therapy

Summary Arcellx's anito-cel shows promising efficacy and safety in multiple myeloma, with a 97% response rate and low neurotoxicity, potentially differentiating it in a crowded market. Financially robust, ACLX has cash reserves to fund operations into 2027, supported by a collaboration with Gilead's Kite subsidiary. Despite the promising data, the myeloma treatment landscape is competitive, and ACLX must overcome significant hurdles in cost, manufacturing, and delivery. Given the current $3.5 billion market cap, I maintain a "Hold" sentiment, anticipating a pullback for a more favorable entry point, although your risk tolerance may vary. Read the full article on Seeking Alpha
Seeking Alpha • Sep 10

Arcellx's Anito-Cel: Compelling Opportunity As Potential Best-In-Class CAR-T Therapy For Multiple Myeloma

Summary Arcellx leverages proprietary platforms like D-Domain, ddCAR, and ARC-SparX to enhance immune response, targeting multiple myeloma, AML, MDS, and solid tumors. ACLX's lead therapy, anito-cel, shows strong clinical results in relapsed/refractory multiple myeloma, even for high-risk patients. Arcellx’s strategic partnership with Kite Pharma validates its technology, potentially leading to milestone payments of up to $935 million. Anito-cel’s Phase 3 trial results are expected by yearend 2024, with a possible BLA submission in 2025, entering a $34.4 billion market. Despite a premium valuation, ACLX's strong pipeline, promising clinical data and strategic partnership with Gilead's Kite justify a "strong-buy" rating. Read the full article on Seeking Alpha

Shareholder Returns

ACLXUS BiotechsUS Market
7D0.02%2.9%2.5%
1Y75.6%33.0%26.4%

Return vs Industry: ACLX exceeded the US Biotechs industry which returned 27.9% over the past year.

Return vs Market: ACLX exceeded the US Market which returned 27.6% over the past year.

Price Volatility

Is ACLX's price volatile compared to industry and market?
ACLX volatility
ACLX Average Weekly Movement22.7%
Biotechs Industry Average Movement10.8%
Market Average Movement7.2%
10% most volatile stocks in US Market16.5%
10% least volatile stocks in US Market3.1%

Stable Share Price: ACLX's share price has been volatile over the past 3 months compared to the US market.

Volatility Over Time: ACLX's weekly volatility has increased from 13% to 23% over the past year.

About the Company

FoundedEmployeesCEOWebsite
2014209Rami Elghandourwww.arcellx.com

Arcellx, Inc., together with its subsidiary, engages in the development of various immunotherapies for patients with cancer and other incurable diseases in the United States. The company’s lead ddCAR product candidate is anitocabtagene autoleucel, which is in phase 2 clinical trial for the treatment of patients with relapsed or refractory multiple myeloma (rrMM). It also develops ACLX-001, a product candidate in Phase 1 clinical trials targeting BCMA to treat rrMM; and ACLX-002, which is in Phase 1 clinical trials that targets CD123 for treating relapsed or refractory acute myeloid leukemia (AML) and myelodysplastic syndrome (MDS).

Arcellx, Inc. Fundamentals Summary

How do Arcellx's earnings and revenue compare to its market cap?
ACLX fundamental statistics
Market capUS$6.75b
Earnings (TTM)-US$228.93m
Revenue (TTM)US$22.29m
302.9x
P/S Ratio
-29.5x
P/E Ratio

Is ACLX overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
ACLX income statement (TTM)
RevenueUS$22.29m
Cost of RevenueUS$157.61m
Gross Profit-US$135.32m
Other ExpensesUS$93.61m
Earnings-US$228.93m

Last Reported Earnings

Dec 31, 2025

Next Earnings Date

n/a

Earnings per share (EPS)-3.90
Gross Margin-607.22%
Net Profit Margin-1,027.25%
Debt/Equity Ratio0%

How did ACLX perform over the long term?

See historical performance and comparison

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/04/30 15:28
End of Day Share Price 2026/04/27 00:00
Earnings2025/12/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Arcellx, Inc. is covered by 10 analysts. 12 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Jason Matthew GerberryBofA Global Research
Geoffrey MeachamCitigroup Inc
Cory KasimovEvercore ISI