Aberdeen Group plc Makes New $4.42 Million Investment in Arcus Biosciences, Inc. $RCUS
Aberdeen Group plc has made a new investment of $4.42 million in Arcus Biosciences (NYSE:RCUS), acquiring 331,671 shares. This new stake represents approximately 0.31% of the company as institutional investors now own 92.89% of RCUS. Analysts have a "Moderate Buy" consensus rating with an average target price of $29.33, despite recent insider share sales totaling over $6 million.
Here’s What Analysts Think About Arcus Biosciences (RCUS)
Wells Fargo downgraded Arcus Biosciences (RCUS) to Equal Weight, citing unclear differentiation for Welireg and potential data readout headwinds. In contrast, Goldman Sachs upgraded RCUS to Buy, highlighting its lead asset, casdatifan, and promising Phase 1 ARC-20 results. Bank of America Securities reiterated a Hold rating on the stock.
Does Wells Fargo’s RCUS Downgrade Reveal Deeper Questions About Arcus Biosciences’ Casdatifan Strategy?
Wells Fargo recently downgraded Arcus Biosciences to "Equal-Weight," indicating a reevaluation of the company's position among its biotech peers. This downgrade comes amidst diverging analyst opinions regarding Arcus's clinical pipeline, particularly its casdatifan strategy, which is central to its investment narrative. Despite the downgrade, upcoming casdatifan data remains a key near-term catalyst and regulatory outcomes pose the biggest risk.
A Look At Arcus Biosciences (RCUS) Valuation After Wells Fargo Downgrade And Shifting Analyst Sentiment
Wells Fargo's recent downgrade of Arcus Biosciences (RCUS) has brought renewed attention to the company's cancer drug pipeline. Despite a recent share price decline, the stock shows a 44.43% 1-year total shareholder return. Analysts have a consensus price target significantly above the current price, suggesting the stock might be undervalued based on future earnings growth and profit margins, though some risk factors and differing analyst opinions exist.
How Arcus Biosciences Inc. (RCUS) Affects Rotational Strategy Timing
The article analyzes Arcus Biosciences Inc. (RCUS), highlighting divergent sentiment across different time horizons and suggesting choppy conditions for the stock. It presents various AI-generated trading strategies—position, momentum breakout, and risk hedging—along with multi-timeframe signal analysis to guide investors. The analysis points to an exceptional risk-reward setup, targeting a significant gain for RCUS.
Arcus Biosciences Presents First Postive Data for Oral Metastatic Kidney Cancer Treatment
Arcus Biosciences announced positive initial data for their oral HIF-2α inhibitor, AB521, as a treatment for metastatic clear cell renal cell carcinoma (ccRCC). This marks the first public disclosure of clinical data for the drug, which showed signs of clinical activity including tumor reduction and disease stabilization in patients who had previously failed standard therapies. The encouraging results suggest AB521 could be a promising new option for kidney cancer patients.
Arcus Biosciences (NYSE:RCUS) Rating Lowered to "Hold" at Wells Fargo & Company
Wells Fargo & Company has downgraded Arcus Biosciences (NYSE:RCUS) from a "strong-buy" to a "hold" rating. Despite this, the company still holds an average rating of "Moderate Buy" from analysts with an average price target of $29.33, and Goldman Sachs recently upgraded its rating to "Buy" with a $28 target. Insider selling has been noted, with the General Counsel and COO selling shares recently, though insiders still retain about 9.6% ownership.
RCUS: Wells Fargo Downgrades Arcus Biosciences, Lowers Price Tar
Wells Fargo has downgraded Arcus Biosciences (RCUS) from Overweight to Equal-Weight and reduced its price target from $30.00 to $23.00, a 23.33% decrease. This adjustment reflects significant shifts in analyst sentiment, with other firms like Goldman Sachs and Morgan Stanley also updating their ratings and targets in recent months. Despite the downgrades, the average analyst target price of $33.00 implies a potential upside of 54.49% from its current price.
Candriam S.C.A. Takes $5.15 Million Position in Arcus Biosciences, Inc. $RCUS
Candriam S.C.A. has acquired a new position in Arcus Biosciences, Inc. (NYSE:RCUS) valued at approximately $5.15 million, representing 0.35% of the company. Major institutional investors have significantly increased their stakes in Arcus Biosciences, which has a "Moderate Buy" consensus rating and a $30 price target, despite recent insider selling. The company is a clinical-stage biopharmaceutical firm focused on developing novel cancer immunotherapies.
Cancer drug developer Arcus sets Feb. 25 call on 2025 results
Arcus Biosciences will host a conference call and webcast on February 25, 2026, to discuss its fourth-quarter and full-year 2025 financial results and provide pipeline updates. The company is a clinical-stage biopharmaceutical firm focused on developing therapies for cancer and inflammatory and autoimmune diseases. Investors can access the call via phone or webcast, with replay available afterward.
Arcus Advances Quemliclustat With New Phase 1 Study: What Investors Should Know
Arcus Biosciences (RCUS) is progressing quemliclustat through a new Phase 1 open-label study to characterize its metabolism, excretion, and mass balance in healthy adult male participants. This study aims to understand how the drug moves through and exits the body, which is crucial for determining safety margins and future dosing in oncology programs. For investors, this methodical advancement de-risks the pipeline, potentially improving sentiment and differentiating Arcus in the immuno-oncology market.
Arcus Biosciences stock hits 52-week high at $21.03 By Investing.com
Arcus Biosciences (RCUS) stock has reached a new 52-week high at $21.03, reflecting strong investor confidence and market momentum with a 67.57% increase over the past year and 132.12% over six months. Despite holding more cash than debt, the company is rapidly burning through cash, with a negative EBITDA of $365 million. Recent developments include an amended loan agreement and varying analyst ratings, with Goldman Sachs upgrading to Buy and Morgan Stanley downgrading to Equalweight.
Arcus Biosciences stock hits 52-week high at $21.03
Arcus Biosciences (RCUS) stock reached a 52-week high of $21.03, reflecting strong investor confidence and market momentum. The biopharmaceutical company, with a market capitalization of $2.6 billion, has seen its stock price increase significantly over the past year due to advancements in its clinical pipeline and strategic partnerships. Despite concerns about a high cash burn rate, analyst ratings indicate varied price targets, and the company plans to release earnings on February 25.
(RCUS) and the Role of Price-Sensitive Allocations
This article provides an AI-generated analysis for Arcus Biosciences Inc. (NASDAQ: RCUS), highlighting a weak near and mid-term sentiment despite a long-term positive outlook. It details three institutional trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—along with multi-timeframe signal analysis indicating support and resistance levels. The analysis also emphasizes an exceptional risk-reward short setup.
Wall Street Analysts See a 57.56% Upside in Arcus Biosciences (RCUS): Can the Stock Really Move This High?
Shares of Arcus Biosciences (RCUS) have gained 1.2% in the past four weeks, closing at $21.96, but analysts indicate a potential upside of 57.6%, with a mean estimate of $34.6. This optimistic outlook is further supported by analysts' agreement on higher future earnings, leading to a Zacks Rank #2 (Buy) for RCUS. However, investors are cautioned against solely relying on price targets due to potential biases.
Arcus Biosciences, Inc. (NYSE:RCUS) Receives Average Recommendation of "Moderate Buy" from Brokerages
Arcus Biosciences (NYSE:RCUS) has received a "Moderate Buy" consensus rating from eleven brokerages, with an average 12-month target price of $30.00. While insiders have recently sold shares totaling approximately $7.09 million, they still retain a significant 9.6% ownership. The clinical-stage biopharmaceutical company, developing cancer immunotherapies, currently has a market capitalization of $2.33 billion.
Arcus Biosciences Grants Stock Options to Employees
Arcus Biosciences granted stock options for 16,650 shares and 8,400 restricted stock units to three new employees under its 2020 Inducement Plan. The stock options have an exercise price of $22.13 per share. This initiative aims to retain talent, motivate employees, and enhance loyalty to foster company growth.
New Arcus Biosciences hires get 16,650 options plus RSUs
Arcus Biosciences announced that its Compensation Committee granted options to three new employees to purchase 16,650 shares of common stock at an exercise price of $22.13, along with restricted stock units for 8,400 shares. These equity awards were issued under the Company's 2020 Inducement Plan, which aligns with NYSE Listed Company Manual Rule 303A.08. Arcus Biosciences is a biopharmaceutical company focused on developing therapies for cancer and inflammatory/autoimmune diseases.
Arcus Biosciences Announces New Employment Inducement Grants
Arcus Biosciences, a clinical-stage biopharmaceutical company, announced that its Compensation Committee granted new employment inducement awards. These awards include options to purchase 16,650 shares of common stock and restricted stock units for 8,400 shares to three new employees. The grants were made under the company's 2020 Inducement Plan, with the options priced at $22.13 per share based on the closing price on January 23, 2026.
Responsive Playbooks and the RCUS Inflection
This article analyzes Arcus Biosciences Inc. (NASDAQ: RCUS), highlighting a weak near-term sentiment but strong long-term outlook with an exceptional 82.0:1 risk-reward setup. It outlines three AI-generated trading strategies—Position, Momentum Breakout, and Risk Hedging—tailored to different risk profiles. The analysis covers multi-timeframe signals indicating varying strength levels and provides support and resistance levels for different time horizons.
Arcus’ 2026 Oncology Readouts And Phase 3 Progress Might Change The Case For Investing In RCUS
Arcus Biosciences outlined its 2026 priorities, focusing on clinical data readouts for casdatifan in clear cell renal cell carcinoma and progress in inflammation and immunology programs. The company also highlighted the advancement of quemliclustat into a registrational Phase 3 trial for pancreatic cancer, with results expected in the first half of 2027. These developments could significantly influence the investment narrative for Arcus Biosciences, especially regarding its late-stage oncology pipeline.
Arcus’ 2026 Oncology Readouts And Phase 3 Progress Might Change The Case For Investing In RCUS
Arcus Biosciences is focusing on 2026 for multiple clinical data readouts for casdatifan in clear cell renal cell carcinoma and progress in its inflammation and immunology programs. The company is also advancing quemliclustat in a Phase 3 trial for pancreatic cancer, with results expected in the first half of 2027. These developments could significantly influence the investment narrative around Arcus Biosciences, especially regarding its late-stage oncology pipeline and potential commercial drugs.
Arcus Biosciences (NYSE:RCUS) Trading Down 5.8% - Time to Sell?
Arcus Biosciences (NYSE:RCUS) experienced a 5.8% drop in its share price during Thursday's trading, closing at $23.13. This dip occurred with significantly lower trading volume than average, and the stock is hovering near its 50-day moving average. Despite the recent dip and a mixed bag of analyst ratings including a "Sell" from Wall Street Zen and a "Buy" from Goldman Sachs, the consensus rating from analysts remains a "Moderate Buy" with an average price target of $30.00.
Is Arcus Biosciences (RCUS) Using Casdatifan to Quietly Redefine Its Core Oncology Strategy?
Arcus Biosciences (RCUS) is focusing on its drug casdatifan to redefine its oncology strategy, particularly in clear cell renal cell carcinoma, with multiple data readouts planned for 2026. This "fast-to-market" approach aims to solidify casdatifan as a core kidney cancer treatment, alongside ongoing development of quemliclustat for pancreatic cancer and an emerging inflammation and immunology pipeline. The company's investment narrative projects significant revenue and earnings growth by 2028, leading to a fair value estimate of $33.22, but investors face risks from potential trial setbacks.
Goldman Sachs Upgrades Arcus Biosciences (RCUS) to 'Buy', Raises Price Target | RCUS Stock News
Goldman Sachs has upgraded Arcus Biosciences (RCUS) to a 'Buy' rating from 'Neutral', significantly increasing its price target from $16.00 to $28.00 USD, a 75% raise, reflecting a strong positive outlook. This upgrade by analyst Richard Law comes despite recent downgrades and fluctuating price targets from other firms, marking a notable shift in market sentiment. Arcus Biosciences, a clinical-stage biopharmaceutical company focused on developing immunotherapies for cancer, has an average target price of $33.00 from 10 analysts, implying a 48.18% upside from its current price, and a consensus "Outperform" recommendation from 12 brokerage firms.
Goldman Sachs resumes Arcus Biosciences stock coverage with Buy rating By Investing.com
Goldman Sachs has resumed coverage of Arcus Biosciences (NYSE:RCUS) with a Buy rating and increased its price target to $28.00 due to the potential of its lead asset, casdatifan, for treating advanced renal cell carcinoma. Despite the company's significant cash burn, impressive Phase 1 results suggest casdatifan's potency. The firm anticipates catalyst-rich readouts in 2026 and acknowledges additional upside from emerging programs.
Goldman Sachs resumes Arcus Biosciences stock coverage with Buy rating
Goldman Sachs has resumed coverage of Arcus Biosciences (NYSE:RCUS) with a Buy rating, raising its price target to $28.00, citing the strong potential of the company's lead asset, casdatifan, in treating advanced clear cell renal cell carcinoma. Despite the company's significant cash burn, impressive Phase 1 results and upcoming catalyst-rich readouts in 2026 support the optimistic outlook. Recent developments for Arcus Biosciences include a modified loan agreement with Hercules Capital and mixed analyst reactions to the discontinuation of a Phase 3 study.
Goldman Sachs resumes Arcus Biosciences stock coverage with Buy rating By Investing.com
Goldman Sachs has reinitiated coverage on Arcus Biosciences (NYSE: RCUS) with a Buy rating and a raised price target of $28.00, citing the potential of its lead asset casdatifan, a HIF-2α inhibitor for advanced clear cell renal cell carcinoma, which has a projected addressable market of 17,400 patients and risk-adjusted peak sales of $1.7 billion. Despite the company's significant cash burn, impressive Phase 1 results for casdatifan have been noted, and analysts expect catalyst-rich readouts in 2026. This positive outlook contrasts with mixed recent analyst adjustments following strategic financial moves and the discontinuation of a Phase 3 study.
A Look At Arcus Biosciences (RCUS) Valuation After Morgan Stanley Downgrade And Phase 3 Trial Discontinuation
Arcus Biosciences (RCUS) has seen its stock valuation come under scrutiny after a Morgan Stanley downgrade and the discontinuation of a key Phase 3 trial. Despite recent setbacks causing a drop in share prices, the company's valuation narrative suggests it is 36.8% undervalued at $33.22 per share, compared to its current trading price of $21.01. This potential undervaluation is driven by opportunities in first-line gastric and lung cancer treatments, with future growth depending on successful regulatory reviews and pipeline execution in 2026.
A Look At Arcus Biosciences (RCUS) Valuation After Morgan Stanley Downgrade And Phase 3 Trial Discontinuation
Arcus Biosciences (RCUS) shares have seen a significant pullback following a Morgan Stanley downgrade and the discontinuation of a Phase 3 trial. Despite this, Simply Wall St's analysis suggests the stock is currently undervalued, with a fair value of $33.22 compared to its trading price of $21.01. The company is focusing on new 2026 pipeline priorities and data milestones in oncology, particularly targeting gastric and lung cancers, which could drive future growth if regulatory and funding hurdles are overcome.
Arcus Biosciences, Inc. (RCUS) Investor Outlook: Exploring A 48.95% Upside Potential
Arcus Biosciences (RCUS) is a biotechnology company with a cancer therapy pipeline showing a potential 48.95% upside based on analyst price targets, despite challenging financial metrics like declining revenue and negative EPS. The company's pipeline includes promising candidates like Casdatifan and Domvanalimab, and it maintains strategic partnerships with entities like AstraZeneca. Analysts hold a bullish stance, with technical indicators suggesting the stock might be nearing oversold territory, presenting an opportunity for investors willing to undertake the risks associated with clinical-stage biotech.
Is Arcus Biosciences (RCUS) Using Casdatifan to Quietly Redefine Its Core Oncology Strategy?
Arcus Biosciences is focusing its oncology strategy on casdatifan, particularly for clear cell renal cell carcinoma, while also advancing quemliclustat for pancreatic cancer and building an inflammation/immunology franchise. The company's 2026 priorities include multiple casdatifan data readouts, aiming for a "fast-to-market" approach in kidney cancer. This strategy is crucial as the company navigates its pipeline toward registrational milestones, with its financial outlook heavily dependent on casdatifan's success.
Arcus stock downgraded at Morgan Stanley (RCUS:NYSE)
Morgan Stanley downgraded Arcus Biosciences (RCUS) shares to Equal Weight from Overweight, causing the stock to fall on Thursday. Analyst Terence Flynn cited a balanced risk-reward profile after the stock's recent strong performance as the reason for the downgrade.
Morgan Stanley downgrades Arcus Biosciences stock on balanced risk/reward
Morgan Stanley downgraded Arcus Biosciences (NYSE:RCUS) from Overweight to Equalweight and lowered its price target to $20.00 from $23.00, citing a more balanced risk/reward profile after the stock's significant outperformance. This adjustment follows the discontinuation of a Phase 3 trial, which led Morgan Stanley to remove specific sales projections from its model. Despite recent financial adjustments and differing analyst opinions, investor focus is expected to shift to Arcus's other pipeline developments.
Biotech outlines 2026 plans for kidney cancer and atopic dermatitis
Arcus Biosciences (RCUS) has outlined its 2026 priorities, focusing on establishing casdatifan as a standard-of-care for clear cell renal cell carcinoma (ccRCC) through a Phase 3 trial and additional data presentations. The company also plans to advance its first small molecule for inflammatory and autoimmune diseases, an oral MRGPRX2 antagonist, into clinical development in 2026. With approximately $1 billion in cash, Arcus expects to fund operations until at least the second half of 2028.
Arcus Biosciences, Inc. (NYSE:RCUS) Receives Consensus Rating of "Moderate Buy" from Brokerages
Arcus Biosciences (NYSE:RCUS) has received a consensus "Moderate Buy" rating from eleven brokerages, with an average 12-month price target of $28.67. Despite beating EPS and revenue estimates in its latest quarterly report, the company remains unprofitable with decreased year-over-year revenue. Insiders have been net sellers, while institutional investors hold a significant portion of the stock.
Arcus Biosciences (NYSE:RCUS) Trading Down 7.8% Following Insider Selling
Arcus Biosciences (NYSE:RCUS) experienced a 7.8% drop in stock price on Monday due to insider selling activity, with CFO Robert C. Goeltz II selling 6,552 shares. Despite this, analysts maintain a generally positive outlook with a "Moderate Buy" consensus rating and an average target price of $28.89. The company has a market capitalization of $2.32 billion and reported a negative EPS last quarter, although exceeding consensus estimates.
Insider Sell: Goeltz II Robert C. Sells Shares of Arcus Biosciences Inc (RCUS)
Robert C. Goeltz II, CFO of Arcus Biosciences Inc (RCUS), sold 6,552 shares on December 31, 2025, reducing his holdings to 67,924 shares. This transaction follows a trend of more insider selling than buying at the company over the past year. The stock is currently trading at $23.38, which is significantly above its GF Value of $14.04, indicating it may be overvalued.
The Technical Signals Behind (RCUS) That Institutions Follow
This article analyzes the technical signals for Arcus Biosciences Inc. (NASDAQ: RCUS), highlighting a positive near-term sentiment within a long-term strength context, despite a mid-term weak bias. It details institutional trading strategies, including long, breakout, and short setups based on AI models, along with multi-timeframe signal analysis for support and resistance levels. The report also offers real-time signals and personalized alerts for RCUS.
Arcus Biosciences (NYSE:RCUS) Trading Up 2.8% - Should You Buy?
Arcus Biosciences (NYSE:RCUS) saw its stock price increase by 2.8% during midday trading to around $23.89, with a consensus analyst price target of $28.89 and a "Moderate Buy" rating despite weak financials, including a quarterly loss and decreased year-over-year revenue. Insiders have been net sellers, liquidating 433,977 shares worth approximately $9.2 million last quarter, though institutional ownership remains high at 92.9%. The company continues clinical-stage biopharmaceutical work in cancer immunotherapies.
Arcus Biosciences (RCUS): Reassessing Valuation After Domvanalimab Trial Discontinuation and Casdatifan Pipeline Shift
Arcus Biosciences (RCUS) recently discontinued a Phase 3 gastric cancer trial for domvanalimab, shifting focus to its casdatifan pipeline. Despite this setback, the share price has seen a significant 90-day return, indicating investor optimism about long-term potential. The company's valuation narrative suggests it is undervalued at $23.22 against a fair value of $33.22, contingent on successful casdatifan execution and future trial wins.
Have Insiders Sold Arcus Biosciences Shares Recently?
Arcus Biosciences' Co-Founder, Terry Rosen, recently sold US$1.2m worth of shares at US$22.01, representing 2.0% of his holding. While insiders sold more shares than they bought over the last year, insiders still own 3.7% of the company, valued at US$100m. This insider selling, coupled with a lack of recent insider buying, suggests caution despite significant insider ownership.
Have Insiders Sold Arcus Biosciences Shares Recently?
Co-founder Terry Rosen recently sold US$1.2m worth of Arcus Biosciences shares, representing 2.0% of his holding. While insider buying has been less than selling over the past year, insiders still own 3.7% of the company, valued at US$100m. This insider selling at current prices prompts caution despite the significant insider ownership.
Have Insiders Sold Arcus Biosciences Shares Recently?
An insider at Arcus Biosciences recently sold shares worth US$1.2 million, though this only represented 2.0% of their holding. While there were more insider sales than purchases over the past year, resulting in a net sale of 138.27k shares for US$3.0m versus 39.80k shares bought for US$403k, the fact that the recent sale occurred around the current share price makes analysts cautious rather than overly concerned. Despite the insider selling, Arcus Biosciences has significant insider ownership of 3.7%, valued at approximately US$100 million.
Squarepoint Ops LLC Boosts Stake in Arcus Biosciences, Inc. $RCUS
Squarepoint Ops LLC significantly increased its stake in Arcus Biosciences, Inc. by 163.7% in Q2, contributing to high institutional ownership of 92.89%. Despite this, significant insider selling, including by the CEO, totaling $9.24 million in the last 90 days, could negatively impact short-term sentiment. Analysts maintain a "Moderate Buy" consensus with an average price target of $28.89, while RCUS trades around $21.99 and remains unprofitable.
Cancer-focused Arcus Biosciences to present at major health conference
Arcus Biosciences (NYSE: RCUS), a clinical-stage biopharmaceutical company focused on cancer, inflammatory, and autoimmune diseases, announced that its CEO, Terry Rosen, Ph.D., will present at the 44th Annual J.P. Morgan Healthcare Conference on January 14, 2026, at 3:00 pm PT. A live webcast and replay of the presentation will be available on the company's website. Arcus Biosciences is advancing multiple investigational medicines into clinical trials, including casdatifan for clear cell renal cell carcinoma and quemliclustat for pancreatic cancer.
Arcus Biosciences (NYSE:RCUS) CEO Sells $633,360.36 in Stock
Arcus Biosciences (NYSE:RCUS) CEO Terry Rosen sold 28,947 shares of company stock for $633,360.36 on December 16th, reducing his position by 1.29%. The company reported Q3 EPS of ($1.27) and revenue of $26 million, beating estimates, despite a 45.8% year-over-year revenue decrease. Analysts currently have a "Moderate Buy" rating for RCUS with a consensus target price of $28.89.
Robert Goeltz II Sells 6,702 Shares of Arcus Biosciences (NYSE:RCUS) Stock
Arcus Biosciences CFO, Robert Goeltz II, sold 6,702 shares valued at $146,639.76 on December 16th, reducing his stake by 7.69%. Despite this insider sale, Arcus Biosciences (NYSE:RCUS) reported better-than-expected Q3 earnings and revenue, trading near $22.02, and maintains a "Moderate Buy" consensus rating from analysts with an average price target of $28.89. Institutional ownership in the company is high at 92.89%, reflecting favorable sentiment.
Arcus Biosciences (NYSE:RCUS) General Counsel Sells $150,909.60 in Stock
Arcus Biosciences (NYSE:RCUS) General Counsel Carolyn Tang sold 6,810 shares of the company's stock for a total of $150,909.60, reducing her stake by 5.18%. The company recently reported Q3 EPS of ($1.27) and revenue of $26 million, exceeding analyst estimates, but still faces significant negative margins. Despite these challenges, analysts have a "Moderate Buy" rating for Arcus Biosciences with a consensus target price of $28.89.
Arcus Biosciences (NYSE:RCUS) President Sells $245,603.00 in Stock
Arcus Biosciences President Juan Jaen recently sold 11,225 shares of the company's stock for $245,603, reducing his stake by 3.06%. The biopharmaceutical company reported an earnings beat in its last quarterly report, with revenue of $26.0 million, though revenue was down year-over-year. Despite the insider sale, Wall Street analysts maintain a "Moderate Buy" consensus rating with an average price target of $28.89.
