Arcus Biosciences, Inc. (RCUS) Stock Price & Analysis

Arcus Biosciences, Inc. (RCUS) closed at USD 19.36 on Thursday, October 22, 2026, up 1.36% on the day. The US market is currently closed (pre-market); this is not a live price.

The prior close was USD 19.1; the Oct 22, 2026 session ranged USD 17.43–19.62 on volume of 8,370,959 shares. Market capitalization is $2.43B, with a 52-week range of USD 16.41–31.74 (NYQ). Source: Nexqual, retrieved October 23, 2026 at 09:15 UTC.

Also available as compact Markdown for AI agents: nexqual.com/RCUS.md

Key facts (RCUS)

• Last four reported quarters (through Jun 30, 2026): revenue $117M, net income -$460M (-393.2% margin), free cash flow -$475M (SEC filings).
• Insider open-market sales, last ~7 months: 5 Form 4 filings, $3.3M; 0 not under a Rule 10b5-1 plan ($0K); 1 by opportunistic insiders (0 outside 10b5-1 plans), 2 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
• Analysts: Buy (mean 2.07 on a 1–5 scale) (15 analysts), mean target USD 41 (range 23–50).
• Total return with dividends: 1Y +15.4% vs S&P 500 +14.9%; 5Y -45.2% vs S&P 500 +80.3%.
• Next earnings: 2026-11-04, EPS estimate USD -0.89, revenue estimate $8.3M.

Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (RCUS)

Fiscal years end Dec. EPS is split-adjusted.

Valuation (price ÷ last four quarters, through Jun 30, 2026) (RCUS)

P/S 20.8x · EV/Sales 15.7x · P/B 5.3x · FCF yield -19.51% · Earnings yield -18.89% · Net cash $601M · EV $1.83B

Insider sales (SEC Form 4, open-market, last ~7 months) (RCUS)

5 of 5 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.

% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).

Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.

Analysts (RCUS)

Consensus Buy (mean 2.07 on a 1–5 scale), 15 analysts; mean target USD 41 (low 23, high 50).

Rating changes, last 120 days:

Total return (dividends reinvested) (RCUS)

RCUS revenue by product line (quarter ended Jun 30, 2026)

As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).

RCUS suppliers, customers and competitors (named in its 10-K)

Quoted from the company's 10-K filed Feb 25, 2026.

Companies that name RCUS in their SEC reports

RCUS analyst estimates and revisions

RCUS options: expected move

Options price a move of about ±14.9% (±$2.88) by Nov 20, 2026, which includes earnings on Nov 4, 2026. Over the last 8 reports the stock moved ±5.8% on average.

30-day implied volatility 67.1% vs 79.1% realized over the last 30 trading days. Put/call ratio (volume) 1.99. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.

Key Statistics (as of October 23, 2026 at 09:15 UTC)

Technical Analysis (RCUS)

Nexqual's technical model rates RCUS "SELL" based on 2 bullish and 5 bearish signals across 127 daily candles, as of October 23, 2026 at 09:15 UTC.

Analyst Ratings (RCUS)

Wall Street analysts rate RCUS "Buy" based on 15 analysts, with a mean price target of USD 41 (range USD 23–50), per Nexqual as of October 23, 2026 at 09:15 UTC.

Earnings (RCUS)

Recent Earnings History

Source: Nexqual, October 23, 2026 at 09:15 UTC.

Financials & Fundamentals (RCUS)

Source: Nexqual, October 23, 2026 at 09:15 UTC.

Financial Health Score (RCUS)

Nexqual rates Arcus Biosciences, Inc.'s overall financial health "Weak" across five dimensions, as of October 23, 2026 at 09:15 UTC.

Ownership (RCUS)

Source: Nexqual, October 23, 2026 at 09:15 UTC.

Leadership (RCUS)

Arcus Biosciences, Inc. is led by Terry J. Rosen, Co-Founder, Chairman & CEO, per Nexqual as of October 23, 2026 at 09:15 UTC.

Major Backers & Investors (RCUS)

Notable institutional backers of Arcus Biosciences, Inc. include Gilead Sciences Inc, Wellington Management, Montanova Capital LLC, according to Nexqual as of October 23, 2026 at 09:15 UTC.

Active Investors

Index Funds (Passive)

Source: Nexqual, October 23, 2026 at 09:15 UTC.

From Arcus Biosciences, Inc.'s Latest SEC 10-K Filing (filed 2026-02-25)

Key Strengths & Strategy (as disclosed to the SEC)

• In the U.S., the FDA regulates under the Federal Food, Drug, and Cosmetic Act (the "FDCA"), and biologics under the FDCA and the Public Health Service Act (the "PHSA"), and their respective implementing regulations.
• The FDA has various programs, including Fast Track, Breakthrough Therapy, priority review, accelerated approval, and Commissioner's National Priority Voucher ("CNPV"), which are intended to expedite or simplify the process for reviewing investigational products designed to address serious or life threatening conditions, or provide for the approval of a such investigational products on the basis of an effect on a surrogate or intermediate endpoint.
• Our commercial success depends in large part on our ability to obtain and maintain patent protection in the U.S. and other countries for our investigational products, to operate without infringing valid and enforceable patents and proprietary rights of others, and to prevent others from infringing on our proprietary or intellectual property rights.
• We seek to protect our proprietary position by filing, in the U.S. and other foreign jurisdictions, patent applications intended to cover the composition of matter of our investigational products, their methods of use, and related discoveries, technologies, inventions and improvements that may be commercially important to our business.

Partnerships

• For our anti-PD-1 antibody, zimberelimab, multiple large pharmaceutical companies have already received regulatory approvals for their anti-PD-1/PD-L1 antibodies, including AstraZeneca, BeiGene/Novartis, Bristol-Myers Squibb, Merck, Pfizer in partnership with Merck KGaA, Regeneron in partnership with Sanofi Genzyme and Roche/Genentech, and there are also many other anti-PD-1 and anti-PD-L1 antibodies in clinical development.
• Further, with respect to domvanalimab, we remain eligible to receive up to $500 million in milestone payments.

Legal & Regulatory Risks (Item 1A, quoted)

• Our manufacturing partners are subject to extensive regulation. In the event any of our manufacturers fail to comply with such regulations or perform its obligations, our business may be adversely affected and we may need to delay or halt the development of our investigational products.
• Our employees, clinical trial investigators, CROs, consultants, vendors, collaboration partners and any potential commercial partners may engage in misconduct or other improper activities, including non-compliance with regulatory standards and requirements and insider trading.
• We may become involved in lawsuits alleging that we have infringed the intellectual property rights of third parties or to protect or enforce our patents or other intellectual property, which litigation could be expensive, time consuming and adversely affect our ability to develop or commercialize our investigational products.
• We may be subject to claims that our employees, consultants or independent contractors have wrongfully used or disclosed confidential information of third parties.

Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.

Peers & Related Stocks

Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 09:15 UTC. This page is informational and not investment advice.

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