RCUS Assumes Buy by Truist Securities -- Price Target Raised to $35
Truist Securities has raised its price target for Arcus Biosciences (RCUS) to $35.00, maintaining a "Buy" rating, reflecting increased confidence in the company's potential. However, according to GuruFocus, the stock is currently 54.5% overvalued with a GF Value™ of $15.53 against its $23.99 trading price. Insider activity shows no buys but nearly $200,000 in sales over the last three months, suggesting caution for investors despite the analyst's positive outlook.
Arcus Biosciences Coverage Assumed by Truist Securities at Buy
Truist Securities has initiated coverage on Arcus Biosciences with a "Buy" rating. This indicates a positive outlook from the firm regarding the company's stock performance and future prospects. Investors may view this as a signal of potential growth for Arcus Biosciences.
Arcus Biosciences, Inc. (NYSE:RCUS) Analysts Just Trimmed Their Revenue Forecasts By 21%
Analysts have significantly cut their revenue forecasts for Arcus Biosciences (NYSE:RCUS) for 2026 by 21%, now expecting US$72 million. This revised outlook suggests a substantial decline in sales compared to previous estimates and the broader industry. Despite the downgraded revenue expectations, analysts maintained their price target of US$34.36 for the company.
Arcus Biosciences, Inc. (NYSE:RCUS) Analysts Just Trimmed Their Revenue Forecasts By 21%
Analysts have significantly lowered their revenue forecasts for Arcus Biosciences (NYSE:RCUS) in 2026, cutting estimates by 21% to US$72 million, which represents a 70% decline from the previous year. This downgrade suggests that the consensus view for the biotech company has become substantially more conservative, with expected revenue performance falling well below the wider industry. Despite the trimmed revenue outlook, the analysts maintained their price target of US$34.36 for the company.
Arcus Biosciences, Inc. (NYSE:RCUS) Analysts Just Trimmed Their Revenue Forecasts By 21%
Analysts have significantly cut their revenue forecasts for Arcus Biosciences (NYSE:RCUS) by 21% for 2026, now expecting US$72 million, a 70% decline from the past 12 months. This downgrade suggests a more conservative outlook despite the share price target remaining unchanged. The company's revenues are projected to perform substantially worse than the industry average, with an 80% annualized decline by the end of 2026 compared to the industry's 22% annual growth.
Arcus Biosciences (NYSE:RCUS) Stock Forecast & Analyst Predictions
Arcus Biosciences (NYSE:RCUS) is forecast to grow earnings and revenue significantly, but is expected to remain unprofitable for the next three years. Recent analyst revisions show a decrease in 2026 revenue forecasts but an upgrade in EPS estimates. The company faces a major risk with less than a year of cash runway, necessitating capital raises amidst recent insider selling and discontinued trials for some programs.
Arcus Biosciences CFO Robert Goeltz sells $198,965 in stock
Arcus Biosciences CFO Robert C. Goeltz II sold 7,763 shares of the company's common stock for a total of $198,965, at a price of $25.63 per share. This transaction was conducted under a Rule 10b5-1 trading plan. The sale occurred shortly after Arcus Biosciences reported first-quarter 2026 financial results that missed analysts' expectations for both EPS and revenue.
Arcus Biosciences CFO Robert Goeltz sells $198,965 in stock By Investing.com
Robert C. Goeltz II, CFO of Arcus Biosciences (NASDAQ:RCUS), sold 7,763 shares of company stock for $198,965 on May 11, 2026, as part of a Rule 10b5-1 trading plan. Following this sale, Goeltz holds 84,161 shares. This transaction comes after the company reported Q1 2026 financial results that missed analyst expectations, with an EPS of -1.02 against a forecast of -0.85 and revenue of $17 million compared to an anticipated $31.61 million.
Arcus Biosciences CFO Robert Goeltz sells $198,965 in stock
Arcus Biosciences CFO Robert Goeltz sold 7,763 shares of company stock for $198,965 on May 11, 2026, as part of a Rule 10b5-1 trading plan. Following this transaction, Goeltz holds 84,161 shares. This sale comes after Arcus Biosciences reported disappointing Q1 2026 financial results, missing EPS and revenue expectations.
Arcus Biosciences (RCUS) CFO logs 7,763-share Rule 10b5-1 sale
Arcus Biosciences Chief Financial Officer Robert C. Goeltz II reported an open-market sale of 7,763 shares of common stock at $25.63 per share. This transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Following the sale, Mr. Goeltz II holds 84,161 shares, which include unvested Restricted Stock Units (RSUs).
Arcus (NYSE: RCUS) director gifts 5,050 shares in estate move
Arcus Biosciences director Antoni Ribas reported a gift of 5,050 shares of Common Stock to family members for estate planning purposes. This transaction is categorized as a disposition rather than a market sale, with no price received for the shares. After the gift, Ribas directly holds 38,600 shares, and an additional 8,553 shares are held indirectly through a trust.
Arcus Biosciences stock (US75626R1077): Form 144 filing signals insider RSU sales
Arcus Biosciences filed a Form 144 on May 11, 2026, disclosing proposed sales of 7,763 Restricted Stock Units (RSUs) through Merrill Lynch on NYSE, amidst recent stock price gains. The company is a clinical-stage biopharmaceutical firm focused on cancer immunotherapies, and this filing represents routine insider activity as it continues to advance its pipeline. The stock rose to $25.36 on May 8, 2026, following previous gains, and the company's core business model focuses on developing differentiated immunotherapies, with key drivers including partnerships with Gilead.
Arcus Biosciences (RCUS) Form 144: Brokered notice for RSU sales via Merrill Lynch
Arcus Biosciences Inc. has filed a Form 144 notice indicating proposed sales of common stock through Merrill Lynch. The filing specifies Restricted Stock Units from 2024 and 2022 as the securities to be sold, totaling 7,307 and 456 shares respectively. This Form 144 is a notice of intent and not a confirmation of completed sales, with execution and pricing to be detailed in subsequent transaction reports.
Assessing Arcus Biosciences (RCUS) Valuation After Trial Discontinuations Collaboration Setback And Weak Q1 Results
Arcus Biosciences (RCUS) recently reported weak Q1 2026 results, including US$17 million in revenue and a US$128 million net loss, coupled with pipeline and collaboration challenges. Despite this, the stock shows strong recent momentum, with a 12.28% 1-month return and a 190.50% 1-year return. A key narrative suggests RCUS is undervalued by 27.1%, with a fair value of $34.00, driven by the potential of its HIF-2 alpha inhibitor, casdatifan, but significant downside risks remain if trials disappoint.
Arcus Biosciences (RCUS) Earnings Date and Reports 2026
Arcus Biosciences (RCUS) released its Q1 2026 earnings on May 5, 2026, reporting an EPS of -$1.02, missing analyst estimates of -$0.92. Quarterly revenue also fell significantly year-over-year to $17 million, below estimates. The company's earnings are expected to grow next year, from ($3.55) to ($2.96) per share.
Arcus Biosciences Q1 Loss Of US$128 Million Reinforces Bearish Profitability Concerns
Arcus Biosciences reported a Q1 2026 loss of US$128 million, with revenues of US$17 million and a basic EPS loss of US$1.02. This continues a trend of heavy losses relative to revenue, despite a DCF fair value indicating significant upside. The company faces bearish concerns over high R&D spend and dependence on partners, while bullish arguments point to strong revenue growth forecasts and late-stage pipeline potential.
Arcus Biosciences, Inc. (NYSE:RCUS) Just Released Its First-Quarter Results And Analysts Are Updating Their Estimates
Arcus Biosciences (NYSE: RCUS) recently released disappointing first-quarter results, with revenues falling 42% short and statutory losses exceeding analyst expectations by 15%. Although the consensus price target remains unchanged at US$34.30, analysts have moderately uplifted sentiment regarding loss per share forecasts for the year. However, revenue is expected to decline significantly, underperforming the wider industry.
Goldman Sachs Maintains Arcus Biosciences(RCUS.US) With Buy Rating, Raises Target Price to $34
Goldman Sachs has reiterated its Buy rating for Arcus Biosciences (RCUS.US) and increased its target price to $34. This update reflects the bank's continued positive outlook on the company's financial performance and future prospects.
Arcus Biosciences Q1 Loss Of US$128 Million Reinforces Bearish Profitability Concerns
Arcus Biosciences reported a Q1 2026 net loss of US$128 million and an EPS loss of US$1.02, with revenue at US$17 million. This reinforces bearish concerns about the company's profitability due to continued high R&D spend and reliance on partners, despite a DCF fair value indicating significant upside. The article highlights the tension between strong revenue growth forecasts and ongoing substantial losses, alongside volatile quarterly revenue figures.
RCUS (RCUS) Rule 144: Issuer sells 77,793 shares via option exercise
Arcus Biosciences (RCUS) has filed a Rule 144 notice disclosing a proposed sale of 77,793 shares of common stock on May 6, 2026, resulting from a stock option exercise by the issuer. The filing also reports recent dispositions by Jennifer Jarrett, including 70,000 shares sold on April 8, 2026, for $1,579,592.00, and 53,826 shares sold on April 23, 2026, for $1,356,562.11. The document provides detailed information about the securities to be sold and those sold in the past three months.
Arcus Biosciences (RCUS) Q1 2026 loss widens amid Gilead shift and trial setback
Arcus Biosciences reported a wider net loss of $128 million in Q1 2026, compared to $112 million in Q1 2025, primarily due to a decline in collaboration revenue from Gilead Sciences. The company also announced the discontinuation of its Phase 3 STAR-121 lung cancer trial for futility and Gilead's decision not to extend broad option rights, narrowing the future scope of their collaboration. Despite these setbacks and continued high cash burn, Arcus maintains $876 million in cash, cash equivalents, and marketable securities, which it expects to fund operations until at least the second half of 2028.
Q1 2026 Arcus Biosciences Inc Earnings Call Transcript
This document is the earnings call transcript for Arcus Biosciences Inc.'s first quarter of 2026. It includes an introduction from Holli Kolkey, VP of Corporate Affairs, who discusses forward-looking statements regarding development strategies, product expectations, clinical milestones, financial outlook, and projected cash runway. The article also provides a business overview and financial results for the quarter and serves as a record of the company's performance and future expectations.
Arcus Biosciences, Inc. (NYSE:RCUS) Q1 2026 Earnings Call Transcript
Arcus Biosciences, Inc. discussed its Q1 2026 financial results during an earnings call, highlighting its focus on the lead program, cascadifan, for kidney cancer. The company reported a Q1 EPS miss but emphasized the rapid enrollment in its PEEK-1 Phase 3 study and a clear path for cascadifan to become a foundational therapy in clear cell RCC, projecting peak sales of $5 billion to $10 billion. Arcus also provided updates on its pipeline drugs, including quemliclustat and immunology programs, and affirmed its cash runway into 2028 despite increased investment in cascadifan's development.
Is It Too Late To Consider Arcus Biosciences (RCUS) After Its 221% One Year Surge?
Arcus Biosciences (RCUS) has seen a significant 221% surge over the last year, prompting investors to assess its current valuation. A Discounted Cash Flow (DCF) analysis suggests the stock is 83.6% undervalued, with an intrinsic value of $158.55 per share compared to its current price of $26.06. However, its Price-to-Sales (P/S) ratio of 13.25x is above the biotech industry average, leading Simply Wall St's Fair Ratio framework to view it as overvalued.
Arcus lines up 2026 kidney cancer trial milestones with $876M cash
Arcus Biosciences reported a Q1 2026 net loss of $128 million but holds $876 million in cash, providing a runway until at least the second half of 2028. The company is advancing its key kidney cancer drug, casdatifan, aiming for Phase 3 trial initiation and enrollment completion by year-end 2026, positioning it as a potential first-in-class HIF-2a inhibitor-based TKI-free regimen. Arcus also announced progress in its inflammation and immunology pipeline, with AB102 entering clinical trials in Q3 2026.
Arcus Biosciences, Inc. (RCUS) reports Q1 loss, beats revenue estimates
Arcus Biosciences, Inc. reported a wider-than-expected loss for the first quarter of $1.16 per share, following a loss of $1.09 per share in the same period last year. However, the company surpassed revenue estimates, bringing in $44.91 million compared to forecasts of $43.91 million. Arcus Biosciences shares have experienced a significant decline year-to-date, contrasting with gains in the S&P 500.
Earnings call transcript: Arcus Biosciences Q1 2026 results miss expectations
Arcus Biosciences reported lower-than-expected Q1 2026 results, with an EPS of -1.02 USD and revenue of 17 million USD, leading to a 1.92% stock decline in after-hours trading. Despite the financial miss, the company maintains a strong cash position of 876 million USD, extending its runway into late 2028, and is strategically focusing on its lead HIF-2 alpha inhibitor, casdatifan, for kidney cancer. Arcus plans workforce optimization and program discontinuations to streamline operations and reduce R&D expenses while pursuing a $5 billion-plus market opportunity for casdatifan.
Arcus Biosciences Stock Stumbles After Harsh Double Blow
Arcus Biosciences (RCUS) shares are falling after the company reported a significant year-over-year revenue drop to $17 million and a wider net loss of $128 million in its first-quarter 2026 results. The stock's decline was further exacerbated by the termination of its Phase 3 STAR-121 and Phase 2 EDGE-Lung trials for domvanalimab, following a futility analysis that showed no survival benefit in lung cancer patients. These negative developments have overshadowed a recent analyst upgrade, leading to investor doubts about the company's near-term growth and pipeline value.
Earnings Flash (RCUS) Arcus Biosciences, Inc. Reports Q1 Revenue $17.0M, vs. FactSet Est of $29.5M
Arcus Biosciences, Inc. (RCUS) reported Q1 revenue of $17.0 million, falling short of FactSet's estimated $29.5 million. This financial update follows other recent news for the company, including a narrower Q1 loss and the discontinuation of a Phase 3 lung cancer trial in collaboration with Gilead. The company specializes in developing differentiated molecules and combination therapies for cancer, with several investigational products in clinical trials.
Arcus Biosciences (NYSE: RCUS) details Q1 loss, cash runway and trial shifts
Arcus Biosciences reported a Q1 2026 net loss of $128 million on revenues of $17 million, compared to a net loss of $112 million and revenues of $28 million in Q1 2025. Despite the loss, the company maintains a strong cash position of $876 million, sufficient to fund operations until at least the second half of 2028. Arcus is strategically re-prioritizing its pipeline, focusing on casdatifan for clear cell renal cell carcinoma while discontinuing domvanalimab-based lung cancer studies due to a lack of overall survival benefit.
Understanding Momentum Shifts in (RCUS)
This article provides an analysis of Arcus Biosciences Inc. (NASDAQ: RCUS), highlighting a near-term neutral sentiment amidst mid and long-term strength. It details specific trading strategies including position trading, momentum breakout, and risk hedging, alongside support and resistance levels across various time horizons. The analysis suggests an exceptional risk-reward setup targeting a 17.4% gain with minimal risk.
Is Trial Failures And Gilead Pullback Altering The Investment Case For Arcus Biosciences (RCUS)?
Arcus Biosciences' investment case is being re-evaluated following the discontinuation of its Phase 3 STAR-121 and Phase 2 EDGE-Lung studies due to futility, and Gilead Sciences' decision to let certain option rights lapse. These events weaken the outlook for Arcus's domvanalimab in lung cancer and increase concerns about funding and partnership risks for its pipeline. The company's future investment narrative now heavily relies on its broader pipeline, particularly casdatifan, and its ability to manage cash resources and secure financing.
Is Trial Failures And Gilead Pullback Altering The Investment Case For Arcus Biosciences (RCUS)?
Arcus Biosciences (RCUS) faces a re-evaluation of its investment case after discontinuing two Phase 2/3 lung cancer studies and Gilead Sciences narrowing its option rights. This shift emphasizes the importance of Arcus's broader pipeline, particularly casdatifan, and highlights increased funding and partnership risks. Investors should now focus on upcoming casdatifan data and Arcus's cash runway as key drivers for its future valuation.
Arcus Biosciences, Inc. (RCUS) may report negative earnings: Know the trend ahead of next week's release
Arcus Biosciences (RCUS) is projected to report negative earnings for its upcoming quarterly release. This forecast is based on an unfavorable Earnings ESP and Zacks Rank, indicating a higher probability of missing estimates. Investors are advised to consider these metrics as strong indicators of potential earnings surprises.
Arcus Biosciences (RCUS) to Release Quarterly Earnings on Tuesday
Arcus Biosciences (RCUS) is scheduled to release its Q1 2026 earnings after market close on Tuesday, May 5th. Analysts anticipate an EPS of ($0.8502) and revenue of $31.61 million. The company previously beat revenue estimates in Q4 2025 but still reported a negative net margin.
Assessing Arcus Biosciences (RCUS) Valuation After STAR-121 Termination And Gilead Option Changes
Arcus Biosciences (RCUS) halted its Phase 3 STAR-121 lung cancer trial and Gilead narrowed its option rights, yet RCUS's share price shows strong recent momentum. The company is prioritizing its late-stage kidney cancer program for casdatifan, which analysts believe implies a significantly undervalued stock, despite mixed signals from its P/S ratio. Investors are advised to review the full data set to determine investment opportunities and risks.
Arcus Biosciences, Inc. (RCUS) May Report Negative Earnings: Know the Trend Ahead of Next Week's Release
Arcus Biosciences, Inc. (RCUS) is expected to report a year-over-year increase in earnings despite lower revenues for the quarter ended March 2026. The company is projected to post a quarterly loss of $0.92 per share, with revenues down 50% from the prior year. Despite a Zacks Rank #3, the stock's Earnings ESP of -2.17% suggests it may not beat consensus EPS estimates, making it a less compelling earnings-beat candidate according to certain metrics.
Assessing Arcus Biosciences (RCUS) Valuation After STAR-121 Termination And Gilead Option Changes
Arcus Biosciences (RCUS) valuation is re-evaluated after the discontinuation of the Phase 3 STAR-121 lung cancer trial and Gilead's reduced early-stage option rights. Despite these setbacks, the article highlights the company's strong recent stock performance and its focus on the late-stage HIF-2 alpha inhibitor, casdatifan, for kidney cancer. While a narrative suggests RCUS is undervalued at $34.20, caution is advised due to regulatory risks, competition, and a high P/S ratio compared to the industry average.
Assessing Arcus Biosciences (RCUS) Valuation After STAR-121 Termination And Gilead Option Changes
Arcus Biosciences (RCUS) recently discontinued its STAR-121 lung cancer trial and Gilead scaled back on early-stage pipeline options, yet RCUS's share price has seen significant returns. Despite being loss-making with a high P/S ratio compared to fair value, the company is prioritizing its late-stage kidney cancer program for the HIF-2 alpha inhibitor, casdatifan, which analysts believe could justify a higher fair value due to its efficacy. Investors are left to weigh this optimistic outlook against inherent risks like regulatory decisions and competition.
Arcus halts Gilead-partnered late-stage trial for lung cancer drug
Arcus Biosciences has halted a late-stage clinical trial for its lung cancer drug, domvanalimab, which was being developed in partnership with Gilead Sciences. The decision comes after a recommendation from an independent data monitoring committee. The trial, evaluating the drug in combination with AstraZeneca's Imfinzi and chemotherapy for non-small cell lung cancer, did not meet its primary endpoint.
New Arcus hire gets 4,200 options and 2,100 RSUs under plan
Arcus Biosciences, Inc. (NYSE: RCUS) announced that its Compensation Committee granted a new employee 4,200 stock options at an exercise price of $25.13 and 2,100 restricted stock units. These equity awards were issued under the Company’s 2020 Inducement Plan, leveraging the "inducement exception" of NYSE rules. Arcus Biosciences is a clinical-stage biopharmaceutical company focusing on cancer and inflammatory/autoimmune diseases.
RCUS insider files Form 144; plans to sell 53,826 shares (NYSE: RCUS)
An insider at Arcus Biosciences (NYSE: RCUS) has filed a Form 144, indicating plans to sell 53,826 shares of common stock stemming from a stock option exercise on April 23, 2026. The filing also discloses a prior sale of 70,000 shares on April 8, 2026, which yielded proceeds of $1,579,592. The proposed sale will be handled by Morgan Stanley Smith Barney LLC on the NYSE.
Arcus Biosciences (NYSE:RCUS) Hits New 1-Year High - Should You Buy?
Arcus Biosciences (NYSE:RCUS) recently hit a new 52-week high, with shares up around 8.8% on above-average volume, partly due to short-covering and speculative flows. However, the company faces significant risks, including Gilead scaling back TIGIT programs and Arcus halting a lung-cancer trial, impacting its TIGIT-linked pipeline. Despite a "Moderate Buy" consensus rating and substantial institutional ownership, Arcus remains loss-making, with analysts cautioning that the recent rebound may not be durable.
Arcus Biosciences (NYSE:RCUS) Trading Up 12.7% - Here's Why
Arcus Biosciences (NYSE:RCUS) shares surged 12.7% in mid-day trading due to recent analyst upgrades and better-than-expected quarterly earnings. Despite beating EPS and revenue estimates, the company reported negative net margin and return on equity, with analysts projecting negative EPS for the current year. Institutional investors have been actively trading RCUS shares, with a significant amount of the company's stock owned by institutional investors.
Arcus Biosciences (RCUS) Moves 7.8% Higher: Will This Strength Last?
Arcus Biosciences (RCUS) stock rose 7.8% on impressive volume due to investor confidence in its pipeline candidates for cancer. Despite this, the company is expected to post a quarterly loss, and the consensus EPS estimate has remained unchanged, suggesting that sustained strength might depend on future earnings estimate revisions. Investors are advised to monitor RCUS and consider its Zacks Rank #3 (Hold) status.
Arcus Biosciences (RCUS) Sees 12.2% Surge in Stock Price
Arcus Biosciences (RCUS) saw a significant 12.2% stock price surge, reflecting positive market sentiment and investor optimism in its biopharmaceutical pipeline for cancer and autoimmune diseases. Despite financial challenges and insider selling, the company's moderate GF Score™ of 58/100 suggests potential for long-term returns, albeit with associated risks due to its speculative nature and low profitability.
Arcus Biosciences stock hits 52-week high at 26.5 USD
Arcus Biosciences (RCUS) stock has reached a new 52-week high of $26.50, reflecting a 208% increase over the past year and a 46% gain in the last six months, with its market capitalization now at $3.22 billion. This surge occurs despite the recent discontinuation of its Phase 3 STAR-121 trial and varying analyst price targets, with InvestingPro suggesting the stock may be overvalued.
[ARS] Arcus Biosciences, Inc. SEC Filing
This article announces an SEC Filing (Form ARS) for Arcus Biosciences, Inc. (RCUS) dated April 21, 2026, with a low impact and neutral sentiment. It provides details about the filing, including the company, acceptance date, and links to the original document on SEC EDGAR, along with an overview of RCUS stock data and recent news and filings.
Cancer drug developer Arcus sets May 5 webcast on Q1 results
Arcus Biosciences, a clinical-stage biopharmaceutical company, announced it will host a conference call and webcast on May 5, 2026, to discuss its first-quarter 2026 financial results and pipeline updates. The call will cover the company's progress in developing therapies for cancer and inflammatory and autoimmune diseases. Investors can access the event via phone or a webcast available on the company's website.
Arcus Biosciences (RCUS) Moves 7.8% Higher: Will This Strength Last?
Arcus Biosciences (RCUS) shares increased by 7.8% to $24.52 in the last trading session, driven by investor confidence in its pipeline candidates for cancer treatments. Despite an expected quarterly loss and a 50% drop in revenues year-over-year, the company's stock shows potential for continued strength, though analysts note the importance of earnings estimate revisions for sustained gains. The stock currently holds a Zacks Rank #3 (Hold).
