Arcellx, Inc.

Arcellx, Inc.

ACLXยทNASDAQ

$115.07

+0.0000%
HealthcareBiotechnology

Arcellx, Inc., a clinical-stage biotechnology company, engages in the development of various immunotherapies for patients with cancer and other incurable diseases. The company's lead ddCAR product candidate is CART-ddBCMA, which is in phase 1 clinical trial for the treatment of patients with relapsed or refractory (r/r) multiple myeloma (MM). It is also developing ACLX-001, an immunotherapeutic combination composed of ARC-T cells and bi-valent SparX proteins targeting BCMA to treat r/r MM; ACLX-002 and ACLX-003 for treating r/r acute myeloid leukemia (AML) and myelodysplastic syndrome (MDS); and other AML/MDS product candidates, as well as solid tumor programs. The company was formerly known as Encarta Therapeutics, Inc. and changed its name to Arcellx, Inc. in January 2016. Arcellx, Inc. was incorporated in 2014 and is headquartered in Gaithersburg, Maryland.

At a Glance

Live Snapshot
Market Cap$6.73B
EPS-4.0700
P/E Ratio-28.27
Earnings Date05/14/2026
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Arcellx, Inc. Street Expectations Map

ACLX ยท NASDAQ

Wall Street analysts project that ACLX stock may see slight declines over the coming 12 months. The consensus 1-year price target stands at 112.45, with estimates ranging from a low of 82.00 to a high of 120.00.

Lowest Target
82.00
-28.74%
Consensus Target
112.45
-2.28%
Highest Target
120.00
4.28%

The consensus 1-year price target stands at 112.45, with estimates ranging from a low of 82.00 to a high of 120.00.

Analyst Consensus Analysis

Upside Potential

-2.3%

Fair value territory. Stock trading near consensus target suggests limited near-term catalysts. Focus on fundamental developments.

Analyst Agreement

33.8% spread

Good consensus alignment. Moderate target spread reflects general agreement on value drivers with some variance in assumptions.

Risk-Reward Profile

0.15x

Unfavorable risk-reward. Downside risk exceeds upside potential. Consider defensive positioning or alternative opportunities.

Analyst Conviction

Moderate

Neutral sentiment. Fair value pricing with moderate agreement suggests wait-and-see approach or catalyst-driven opportunity.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

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Arcellx, Inc. Forward Estimates of Revenue

ACLX ยท NASDAQ
Latest Revenue
22.29M
FY 2025
Avg Estimate
115.00M
FY 2026
Estimate Range
46.05M - 219.46M
Analyst Spread

Forward Growth Analysis

Projected Growth+416.0%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage12 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread151%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

High forecast uncertainty: Wide estimate range indicates analysts struggling to predict outcomesโ€”suggests elevated risk and potential volatility.

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Arcellx, Inc. Forward Estimates of Net Income

ACLX ยท NASDAQ
Latest Net Income
-228.93M
FY 2025
Avg Estimate
-189.64M
FY 2026
Estimate Range
-287.60M - -13.35M
Analyst Spread

Forward Growth Analysis

Projected Growth+17.2%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage12 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread145%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

High forecast uncertainty: Wide estimate range indicates analysts struggling to predict outcomesโ€”suggests elevated risk and potential volatility.

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Arcellx, Inc. Forward Estimates of EPS

ACLX ยท NASDAQ
Latest EPS
-4.07
FY 2025
Avg Estimate
$-3.06
FY 2026
Estimate Range
$-5.37 - $-0.25
Analyst Spread

Forward Growth Analysis

Projected Growth+24.7%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage12 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread167%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

High forecast uncertainty: Wide estimate range indicates analysts struggling to predict outcomesโ€”suggests elevated risk and potential volatility.

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Arcellx, Inc. Forward Estimates of EBIT

ACLX ยท NASDAQ
Latest EBIT
-204.65M
FY 2025
Avg Estimate
32.99M
FY 2026
Estimate Range
13.21M - 62.95M
Analyst Spread

Forward Growth Analysis

Projected Growth+116.1%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage12 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread151%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

High forecast uncertainty: Wide estimate range indicates analysts struggling to predict outcomesโ€”suggests elevated risk and potential volatility.

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Arcellx, Inc. Forward Estimates of EBITDA

ACLX ยท NASDAQ
Latest EBITDA
-197.97M
FY 2025
Avg Estimate
34.52M
FY 2026
Estimate Range
13.82M - 65.87M
Analyst Spread

Forward Growth Analysis

Projected Growth+117.4%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage12 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread151%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

High forecast uncertainty: Wide estimate range indicates analysts struggling to predict outcomesโ€”suggests elevated risk and potential volatility.

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Arcellx, Inc. Forward Estimates of SG&A Expense

ACLX ยท NASDAQ
Latest SG&A Expense
117.76M
FY 2025
Avg Estimate
101.67M
FY 2026
Estimate Range
40.71M - 194.03M
Analyst Spread

Forward Growth Analysis

Projected Growth-13.7%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage12 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread151%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookCautious

Analyst skepticism evidentโ€”carefully evaluate risks before investment decisions.

Key Insight

Declining estimates with wide disagreement: Analysts projecting contraction without consensus signals significant business uncertaintyโ€”exercise caution.

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Arcellx, Inc. Insider Positioning

ACLX ยท NASDAQ

During the last 12 months, insiders have sold $16.49M worth of ACLX shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

3-6 Months

Bought

0

0.00

Sold

136.6K

13.94M

Net Activity

-13.9M

-$13.94M

6-9 Months

Bought

0

0.00

Sold

29.3K

2.45M

Net Activity

-2.4M

-$2.45M

9-12 Months

Bought

0

0.00

Sold

1.5K

101.04K

Net Activity

-101K

-$101K

Top Buyers

No buying activity

Top Sellers

1
ER

Elghandour Rami

Director, Officer: See Remarks

89.9K sharesโ€ข1 transactions

$10.24M

2
GM

Gilson Michelle

Officer: Chief Financial Officer

32.5K sharesโ€ข6 transactions

$2.97M

3
HC

Heery Christopher

Officer: Chief Medical Officer

37.4K sharesโ€ข9 transactions

$2.73M

4
LDC

Lubner David Charles

Director

6.0K sharesโ€ข1 transactions

$450K

5
PK

Patel Kavita

Director

1.5K sharesโ€ข1 transactions

$101K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $16.49M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Insider Participation

High Selling

5 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.