Want to see RCUS full AI Analyst Report?
RCUS Stock Chart & Stats
$30.59
-$0.58(-2.04%)
At close: 4:00 PM EDT
$30.59
-$0.58(-2.04%)
Day’s Range― - ―
52-Week Range$16.41 - $31.74
Previous Close$27.4
Volume1.27M
Average Volume (3M)1.59M
Market Cap
$3.02B
Enterprise Value$3.30B
Total Cash (Recent Filing)$702.00M
Total Debt (Recent Filing)$114.00M
Price to Earnings (P/E)―
Beta1.67
Next Earnings
Nov 10, 2026EPS Estimate
-0.89Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)-3.93
Shares Outstanding127,333,374
10 Day Avg. Volume1,305,638
30 Day Avg. Volume1,590,708
Financial Highlights & Ratios
PEG Ratio-1.52
Price to Book (P/B)4.06
Price to Sales (P/S)10.36
P/FCF Ratio-5.29
Enterprise Value/Market Cap1.09
Enterprise Value/Revenue28.20
Enterprise Value/Gross Profit30.00
Enterprise Value/Ebitda-7.88
Forecast
1Y Price Target
$40.25Price Target Upside31.58% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering13
EPS Forecast (FY)-3.55
Revenue Forecast (FY)$74.30M
Bulls Say, Bears Say
Bulls Say
Casdatifan Clinical ValidationNew ARC-20 data support casdatifan activity across first-, second- and late-line kidney cancer settings, with no unexpected safety signals reported. This broad clinical evidence strengthens the potential for a differentiated product profile and advances multiple future registration opportunities.
Cash Runway And Spending DisciplineA projected runway into at least the second half of 2028 gives Arcus time to generate important clinical data without immediate financing pressure. Expected R&D reductions should also improve spending discipline as the company advances its most valuable programs.
Partnership And Pipeline BreadthMultiple strategic collaborations broaden development capabilities and provide external validation for casdatifan combinations. At the same time, advancing immunology assets and additional IND plans preserve longer-term pipeline optionality beyond the lead oncology program.
Bears Say
Contracting And Volatile RevenueArcus lacks a stable commercial product revenue base and is exposed to volatile collaboration income, while its sharply lower revenue is insufficient to support the current cost structure. Sustained losses could limit strategic flexibility until pipeline programs mature.
Heavy Cash BurnPersistent operating and free-cash-flow deficits show that Arcus currently consumes substantial capital to fund development rather than generating internal cash. Continued burn increases dependence on collaboration receipts or future financing if clinical timelines extend or costs remain elevated.
Lead-program ConcentrationConcentrating more than 80% of portfolio spending on casdatifan raises execution risk because setbacks in efficacy, safety or registration could affect most of the company’s growth plan. The Gilead wind-down simultaneously reduces support from a prior revenue source.
Arcus Biosciences News
RCUS FAQ
What was Arcus Biosciences Inc’s price range in the past 12 months?
Arcus Biosciences Inc lowest stock price was $16.41 and its highest was $31.73 in the past 12 months.
What is Arcus Biosciences Inc’s market cap?
Arcus Biosciences Inc’s market cap is $3.02B.
When is Arcus Biosciences Inc’s upcoming earnings report date?
Arcus Biosciences Inc’s upcoming earnings report date is Nov 10, 2026 which is in 20 days.
How were Arcus Biosciences Inc’s earnings last quarter?
Arcus Biosciences Inc released its earnings results on Aug 05, 2026. The company reported -$0.72 earnings per share for the quarter, beating the consensus estimate of -$0.891 by $0.171.
Is Arcus Biosciences Inc overvalued?
According to Wall Street analysts Arcus Biosciences Inc’s price is currently Undervalued.
Does Arcus Biosciences Inc pay dividends?
Arcus Biosciences Inc does not currently pay dividends.
What is Arcus Biosciences Inc’s EPS estimate?
Arcus Biosciences Inc’s EPS estimate is -0.89.
How many shares outstanding does Arcus Biosciences Inc have?
Arcus Biosciences Inc has 127,333,374 shares outstanding.
What happened to Arcus Biosciences Inc’s price movement after its last earnings report?
Arcus Biosciences Inc reported an EPS of -$0.72 in its last earnings report, beating expectations of -$0.891. Following the earnings report the stock price went up 2.274%.
Which hedge fund is a major shareholder of Arcus Biosciences Inc?
Currently, no hedge funds are holding shares in RCUS
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
Arcus Biosciences Stock Smart Score
Outperform
1
2
3
4
5
6
7
8
9
10
Analyst Consensus
Moderate Buy
Average Price Target:
$40.25 (31.58% Upside)
$40.25 (31.58% Upside)
Blogger Sentiment
Bullish
RCUS Sentiment 67%
Sector Average 67%
Sector Average 67%
Hedge Fund Trend
Decreased
By 360.9K Shares
Last Quarter.
Last Quarter.
Crowd Wisdom
Very Negative
Last 7 Days ▲ 2.6%
Last 30 Days ▼ 5.1%
Last 30 Days ▼ 5.1%
News Sentiment
Very Bullish
Bullish news 100%
Bearish news 0%
Bearish news 0%
Technicals
SMA
Negative
20 days / 200 days
Momentum
35.94%
12-Months-Change
Fundamentals
Return on Equity
-87.98%
Trailing 12-Months
Asset Growth
-14.05%
Trailing 12-Months
Learn more about TipRanks Smart Score
Company Description
Arcus Biosciences Inc
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 and BVF Partners L.P. to support the discovery and development of compounds for the treatment of inflammatory diseases. Arcus Biosciences, Inc. was incorporated in 2015 and is based in Hayward, California.
RCUS Company Deck
RCUS Earnings Call
Q2 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call emphasized multiple substantial clinical and business positives: strong translational validation (Nature paper), robust development progress for casdatifan with clear registrational timelines (PEAK‑1 enrollment on track and PEAK‑20 planned), multiple strategic collaborations, a broad immunology pipeline with near‑term IND milestones (AB102, TNFR1), and a solid cash runway into H2 2028. Key near‑term risks include a meaningful quarter‑over‑quarter cash reduction (~11.5%), expected declines in collaboration revenue from the Gilead wind‑down, high R&D spend with planned concentration (>80%) on casdatifan by 2027, and dependence on upcoming clinical readouts to validate the growth and revenue thesis. On balance, the highlights — clinical progress, partnerships, translational evidence, and adequate runway — outweigh the lowlights, which are primarily financial/timing and execution risks.View all RCUS earnings summariesRCUS Stock 12 Month Forecast
Average Price Target
$40.25
▲(31.58% Upside)
Technical Analysis
Xencor
―
Crispr Therapeutics AG
―
Legend Biotech
―
Nurix Therapeutics
―
Immunocore Holdings
―
Ownership Overview
4.34% Insiders
14.56% Mutual Funds
0.09% Other Institutional Investors
61.08% Public Companies and
Individual Investors