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Arcus Biosciences, Inc.NYSE:RCUS Aktierapport

Marknadsvärde US$3.0b
Aktiekurs
US$24.69
US$34.82
29.1% undervärderad intrinsisk rabatt
1Y156.4%
7D0.9%
1D
Portföljens värde
Utsikt

Arcus Biosciences, Inc.

NYSE:RCUS Aktierapport

Börsvärde: US$3.0b

Arcus Biosciences (RCUS) Aktievy

Arcus Biosciences, Inc. är ett biofarmaceutiskt företag i klinisk fas som utvecklar och kommersialiserar cancerbehandlingar i USA. Mer information

RCUS fundamental analys
Snöflinga Score
Värdering3/6
Framtida tillväxt2/6
Tidigare resultat0/6
Finansiell hälsa4/6
Utdelningar0/6

RCUS Community Fair Values

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Arcus Biosciences, Inc. Konkurrenter

Prishistorik och prestanda

Sammanfattning av aktiekursernas upp- och nedgångar samt förändringar för Arcus Biosciences
Historiska aktiekurser
Aktuell aktiekursUS$24.69
52 veckors högstaUS$28.72
52 veckors lägstaUS$7.91
Beta0.84
1 månads förändring-5.26%
3 månaders förändring11.67%
1 års förändring156.39%
3 års förändring14.09%
5 års förändring-0.76%
Förändring sedan börsintroduktionen45.24%

Senaste nyheter och uppdateringar

Uppdatering av berättelse 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.
Analysartikel 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...
Analysartikel 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

Uppdatering av berättelse 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.
Analysartikel 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...
Analysartikel 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...
Uppdatering av berättelse 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 Alpha
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Analysartikel 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...
Analysartikel 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...
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
User avatar
Ny berättelse 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.
Analysartikel 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...
Analysartikel 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
Analysartikel 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...
Analysartikel 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
Seeking 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 Alpha
Analysartikel 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...
Analysartikel 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...

Aktieägarnas avkastning

RCUSUS BiotechsUS Marknad
7D0.9%-1.4%-0.1%
1Y156.4%30.9%26.3%

Avkastning vs industri: RCUS översteg US Biotechs branschen som gav 30.9 % under det senaste året.

Avkastning vs Marknaden: RCUS översteg US marknaden som gav 26.3 % under det senaste året.

Prisvolatilitet

Is RCUS's price volatile compared to industry and market?
RCUS volatility
RCUS Average Weekly Movement7.7%
Biotechs Industry Average Movement10.9%
Market Average Movement7.2%
10% most volatile stocks in US Market16.6%
10% least volatile stocks in US Market3.1%

Stabil aktiekurs: RCUS har inte haft någon betydande prisvolatilitet under de senaste 3 månaderna jämfört med marknaden för US.

Volatilitet över tid: RCUS s veckovolatilitet ( 8% ) har varit stabil under det senaste året.

Om företaget

GrundadAnställdaVD OCH KONCERNCHEFWebbplats
2015601Terry Rosenarcusbio.com

Arcus Biosciences, Inc. är ett biofarmaceutiskt företag i klinisk fas som utvecklar och kommersialiserar cancerbehandlingar i USA. Bolagets produktportfölj omfattar Casdatifan, en HIF-2a-hämmare för behandling av njurcancer; Domvanalimab, en anti-TIGIT-antikropp, som befinner sig i klinisk fas 2- och fas 3-studie för lung- och mag-tarmcancer; och Zimberelimab, en anti-PD-1-antikropp. Företaget utvecklar också Quemliclustat, en småmolekylär hämmare som riktar in sig på CD73-enzymet i ATP-adenosinvägen, som befinner sig i klinisk fas 3 och fas 1/1b för behandling av lung- och bukspottkörtelcancer.

Arcus Biosciences, Inc. Sammanfattning av grunderna

Hur förhåller sig Arcus Biosciences:s resultat och omsättning till dess börsvärde?
RCUS grundläggande statistik
BörsvärdeUS$3.00b
Vinst(TTM)-US$369.00m
Intäkter(TTM)US$236.00m
13.2x
P/S-förhållande
-8.4x
P/E-förhållande

Resultat & intäkter

Viktig lönsamhetsstatistik från den senaste resultatrapporten (TTM)
RCUS resultaträkning (TTM)
IntäkterUS$236.00m
Kostnad för intäkterUS$523.00m
Bruttovinst-US$287.00m
Övriga kostnaderUS$82.00m
Intäkter-US$369.00m

Senast redovisade vinst

Mar 31, 2026

Nästa vinstdatum

n/a

Vinst per aktie (EPS)-2.93
Bruttomarginal-121.61%
Nettovinstmarginal-156.36%
Skuld/egenkapitalförhållande19.1%

Hur har RCUS utvecklats på lång sikt?

Se historisk utveckling och jämförelse

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/06/04 19:22
Aktiekurs vid dagens slut2026/06/04 00:00
Intäkter2026/03/31
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Arcus Biosciences, Inc. bevakas av 16 analytiker. 12 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Zhiqiang ShuBerenberg
Jason ZemanskyBofA Global Research
Alethia YoungCantor Fitzgerald & Co.