US · Healthcare · Biotechnology
EPS came in at 1.00 against a street estimate of -0.92 — a beat of 208.7%.
Analysts rate Arcus Biosciences Inc a strong buy (13 buy, 2 hold, 0 sell out of 15) with an average price target of $41.00.
CONFIDENT Arcus advanced casdatifan (HIF-2α inhibitor) across RCC development with $5–10B peak sales potential. Q2 cash $775M supports runway into H2 2028. Major data readouts expected October across all treatment lines. Q2 2026 Arcus owns casdatifan outside Japan; Taiho holds Asian rights (ex-Japan). Analysts pressed on October data expectations, LITESPARK-012 read-through, and prior TKI/lenva exposure impact. Management emphasized biomarker durability differentiation, subgroup analyses, and curve maturity rather than raw ORR—steering focus to PFS/OS as primary value drivers. 2026-08-05…
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| Fund | Stake |
|---|---|
| BlackRock Inc | 12.92% |
| State Street Corp | 4.75% |
| Wellington Management Company LLP | 4.64% |
| Suvretta Capital Management, LLC | 3.76% |
| Vanguard Portfolio Management, LLC | 3.52% |
| FMR Inc | 3.19% |
| Vanguard Capital Management, LLC | 3.06% |
| Citadel Advisors Llc | 2.47% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 revenue was $9 million, down from $26 million in third-quarter 2025. • Nine-month 2026 revenue was $67 million | 2026-11-04 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Third-quarter 2026 revenue was $9 million, down from $26 million in the third quarter of 2025. • Third-quarter 2026 net loss was | 2026-11-04 |
| Company announcement · Q4 2026 HEADLINE NUMBERS • Arcus Biosciences completed a public offering on October 23, 2026, selling 16,428,572 shares of common stock. • The offering incl | 2026-10-23 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Arcus Biosciences estimates it had approximately $694.0 million in cash, cash equivalents and marketable securities as of Septembe | 2026-10-21 |
| Company announcement · Q4 2026 HEADLINE NUMBERS • Arcus Biosciences presented updated ARC-20 platform data for casdatifan in clear cell renal cell carcinoma (ccRCC), with data cuto | 2026-10-20 |
| Quarterly report · Q2 2026 ARCUS BIOSCIENCES, INC. – Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Cash Position: $150 million in cash and $625 million in marketable securities (tot | 2026-08-05 |
| Results announced · Q3 2026 ARCUS BIOSCIENCES Q2 2026 FINANCIAL SUMMARY HEADLINE NUMBERS • Cash, cash equivalents and marketable securities: $775 million as of June 30, 2026 (d | 2026-08-05 |
| Shareholder vote results · Q2 2026 ARCUS BIOSCIENCES, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Annual stockholder meeting held June 11, 2026 • Company trades on NYSE under ticker sy | 2026-06-12 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.