RCUSHealthcare · BiotechnologyThe 15 Wall Street analysts covering Arcus Biosciences, Inc. hold a median 12-month price target of $44 — +134.6% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 51 of 100 as at 23 Oct 2026 — in the upper half.
Consensus tells you what everyone already believes. The model scores Arcus Biosciences, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Momentum (89): The shares have been drifting up relative to others.
Growth (25): Sales and profits are flat, shrinking, or growing more slowly than they were.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on RCUS, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +134.6% from it.
Of the 20 most recent actions, 8 moved their price target up and 0 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 21 Oct 2026 | Citigroup | Maintains | Buy | $45 → $50 |
| 21 Oct 2026 | Truist Securities | Maintains | Buy | $40 → $41 |
| 21 Oct 2026 | Wedbush | Maintains | Outperform | $43 → $49 |
| 16 Oct 2026 | William Blair | Initiates | Outperform | — |
| 14 Oct 2026 | JP Morgan | Initiates | Overweight | $41 |
| 30 Sept 2026 | Wedbush | Reiterates | Outperform | $43 |
| 30 Sept 2026 | Wedbush | Reiterates | Outperform | — |
| 16 Sept 2026 | TD Cowen | Initiates | Buy | — |
| 16 Sept 2026 | TD Cowen | Initiates | Buy | — |
| 8 Sept 2026 | Truist Securities | Reiterates | Buy | $35 → $40 |
| 8 Sept 2026 | Truist Securities | Reiterates | Buy | — |
| 6 Aug 2026 | Wedbush | Maintains | Outperform | $41 → $43 |
| 6 Aug 2026 | Wedbush | Maintains | Outperform | — |
| 6 Aug 2026 | Wells Fargo | Maintains | Equal-Weight | $23 → $26 |
| 6 Aug 2026 | Wells Fargo | Maintains | Equal-Weight | — |
| 20 July 2026 | HC Wainwright & Co. | Maintains | Buy | — |
| 20 July 2026 | HC Wainwright & Co. | Maintains | Buy | $32 → $45 |
| 4 June 2026 | LifeSci Capital | Initiates | Outperform | $46 |
| 4 June 2026 | LifeSci Capital | Initiates | Outperform | — |
| 18 May 2026 | Truist Securities | Assumes | Buy | $30 → $35 |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
RCUS appears in the Radar on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 23 Oct 2026, Arcus Biosciences, Inc. returned +10.5% against +14.3% for the S&P 500, dividends included.
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Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 91% of US stocks
Cheaper than 8% of US stocks
Cheaper than 18% of US stocks
Cheaper than 79% of US stocks
Higher than 3% of US stocks
Higher than 6% of US stocks
Higher than 10% of US stocks
Higher than 30% of US stocks
Higher than 14% of US stocks
Higher than 14% of US stocks
Higher than 1% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Arcus Biosciences, Inc. has a market value of $2.4B and an enterprise value of $1.9B.
Revenue in the twelve months to 30 June 2026: $117.0M. The latest quarter shrank 74.4% year on year.
Net income over the same four quarters: −$460.0M, a −393.2% net margin.
Diluted earnings per share, trailing twelve months: $−3.90.
Free cash flow in the twelve months to 30 June 2026: −$475.0M.
Trailing P/E: −5.6×; forward P/E: −5.9× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.00%, paying out 0% of earnings.
Arcus Biosciences, Inc. employs 601 people — $195K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Arcus Biosciences, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Arcus Biosciences priced an underwritten public offering of 14,285,715 common shares at $17.50 per share. The company expects gross proceeds of $250.0 million before underwriting deductions.
Why it matters — RCUS watchers may note the offering and its expected gross proceeds as a company financing event.
Arcus Biosciences announced it has commenced an underwritten public offering of its common stock. The company is offering all of the shares and intends to grant underwriters a 30-day option to purchase additional shares.
Why it matters — RCUS watchers may note the offering as a financing event involving the company's common stock.
Arcus Biosciences reported promising casdatifan ARC-20 data across first-, second-, and late-line clear cell renal cell carcinoma, with PFS and response rates that were superior or competitive against historical benchmarks and manageable safety profiles. The article also noted the company’s rich valuation and exposure to clinical setbacks.
Why it matters — The data suggest potential across multiple treatment lines, while the valuation and ongoing clinical risk remain important considerations for RCUS watchers.
At Investor Day, Arcus Biosciences presented updated clinical and translational data for investigational HIF-2 alpha inhibitor casdatifan and outlined development plans across first-, second- and later-line clear cell renal cell carcinoma. The headline cites a $5 billion–$10 billion RCC opportunity.
Why it matters — The update gives RCUS watchers information on casdatifan’s data and planned development across multiple RCC treatment settings.
Arcus Biosciences discussed new data on casdatifan for kidney cancer across multiple lines of therapy.
Why it matters — The discussion concerns clinical data for an Arcus candidate in kidney cancer, an area relevant to company watchers.
The 15 Wall Street analysts covering Arcus Biosciences, Inc. have a median 12-month price target of $44, with estimates ranging from $23 to $50. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 15 analysts covering Arcus Biosciences, Inc., 13 rate it a Buy, 2 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Arcus Biosciences, Inc. 51 out of 100 across roughly 4,600 US stocks as at 23 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 23 Oct 2026, Arcus Biosciences, Inc. ranks 51 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Momentum (89 of 100).
No one can know that. What the data says: the median 12-month target from 15 analysts implies +134.6% from the last close, and Ticker Nerd's factor model ranks Arcus Biosciences, Inc. 51 out of 100 as at 23 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Arcus Biosciences, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for RCUS are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $23 to $50 over the next 12 months.
Arcus Biosciences, Inc. returned +10.5% over the 12 months to 23 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
Arcus Biosciences, Inc. is a clinical-stage biopharmaceutical company focused on developing cancer immunotherapies and combination medicines.
The most recent item we track (Business Wire, 22 Oct 2026): "Arcus Biosciences Announces Pricing of $250 Million Public Offering of Common Stock". Arcus Biosciences priced an underwritten public offering of 14,285,715 common shares at $17.50 per share. The company expects gross proceeds of $250.0 million before underwriting deductions.
Arcus Biosciences, Inc. is a clinical-stage biopharmaceutical company focused on developing cancer immunotherapies and combination medicines. The company is building a portfolio of differentiated small molecules and antibodies designed to target key biological pathways involved in tumor growth and immune response. Its current work centers on oncology programs across several solid tumor areas, including lung, gastrointestinal, kidney, and pancreatic cancers. Arcus Biosciences also develops therapies intended to improve how cancer treatments are combined and used in clinical practice, with an emphasis on novel mechanisms such as immuno-oncology and targeted oncology. Headquartered in Hayward, California, Arcus Biosciences operates as a research-driven company working with collaborators to advance investigational medicines through clinical development and toward potential commercialization.
CEO Dr. Terry J. Rosen Ph.D. · 601 employees · United States · https://arcusbio.com
