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Arcus Biosciences, Inc. (RCUS) Stock Analysis

Breakout setup

SellModerate Confidence

Healthcare · Biotechnology

Earnings in 5 days (2026-05-05). Expect elevated volatility around the report — consider waiting for post-earnings price action before new entries.

Sell if holding. Engine safety override at $24.41: Quality below floor (3.0 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 5.4/10. Specifically: High short interest: 15%; Below-average business quality.

Arcus Biosciences is a late clinical-stage biopharmaceutical company developing small molecules for cancer (casdatifan for ccRCC in Phase 3, quemliclustat for pancreatic cancer, domvanalimab for NSCLC) and inflammation/autoimmune diseases. Revenue comes primarily from Gilead... Read more

$24.41+21.2% A.UpsideScore 5.4/10#49 of 158 Biotechnology
Stop $22.71Target $29.58(analyst − 13%)A.R:R 1.4:1
Analyst target$34.00+39.3%10 analysts
$29.58our TP
$24.41price
$34.00mean
$20
$47

Sell if holding. Engine safety override at $24.41: Quality below floor (3.0 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 5.4/10. Specifically: High short interest: 15%; Below-average business quality. Chart setup: Golden cross, above all MAs, RSI 59, MACD bullish. Score 5.4/10, moderate confidence.

Passes 4/7 gates (clean insider activity, no SEC red flags, news events none recent, semi cycle peak clear). Fails on weak momentum and favorable risk/reward ratio and earnings proximity 5d<=7d. Suitability: aggressive.

Thesis

Rewards
No bull case signals
Risks
Concentration risk — Customer: Gilead
Quality below floor (3.0 < 4.0)

Key Metrics

P/E (TTM)
P/E (Fwd)-6.8
Mkt Cap$3.0B
EV/EBITDA-6.0
Profit Mgn-142.9%
ROE-63.3%
Rev Growth26.9%
Beta0.86
DividendNone
Rating analysts18

Quality Signals

Piotroski F4/9

Options Flow

P/C0.11bullish
IV109%elevated
Max Pain$13-48.8% vs spot

Concentration Risks(10-K Item 1A)

  • HIGHCustomerGilead
    10-K Item 1A: 'We expect to depend on our collaboration with Gilead for the research, development, manufacture and commercialization of certain of our investigational products.'

Material Events(8-K, last 90d)

  • 2026-03-23Item 5.02MEDIUM
    Jennifer Jarrett (COO) resigned effective March 30, 2026. No disagreement cited. No successor named; she will provide advisory services through June 30, 2026.
    SEC filing →

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. Full disclaimer

Rating Breakdown

2 floor-breakers·1 ceiling hit

Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static

Quality Rank
0.5
Value Rank
3.9
Growth Rank
5.8

Clinical-stage biotech: losses expected pre-commercialisation. Quality floor doesn't distinguish R&D investment from operational decay — components above tell the real story.static

Roe
0.0
Roa
0.0
Fcf Quality
0.0
Piotroski F
4.4
Moat
5.0
Current Ratio
8.6
Cash-burning: FCF -66% of revenueNo competitive moatQuality concerns
GatesMomentum 4.5<4.5A.R:R 1.4 < 1.5@spotEARNINGS PROXIMITY 5d<=7dInsider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTSEMI CYCLE PEAK CLEARBreakoutSuitability: Aggressive
RSI
59 · Neutral
20D MA 50D MA 200D MAGOLDEN CROSSSupport $20.25Resistance $28.72

Price Targets

$23
$30
A.Upside+21.2%
A.R:R1.4:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! Quality below floor (3.0 < 4.0)
! Momentum score 4.5/10 — below 4.5 minimum
! Reward/Risk 1.4:1 at current price — below 1.5:1 minimum

Earnings

B
B
M
M
2/4 beats
Next Earnings2026-05-05 (5d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is RCUS stock a buy right now?

Sell if holding. Engine safety override at $24.41: Quality below floor (3.0 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 5.4/10. Specifically: High short interest: 15%; Below-average business quality. Chart setup: Golden cross, above all MAs, RSI 59, MACD bullish. Prior stop was $22.71. Score 5.4/10, moderate confidence.

What is the RCUS stock price target?

Take-profit target: $29.58 (+21.2% upside). Prior stop was $22.71. Stop-loss: $22.71.

What are the risks of investing in RCUS?

Concentration risk — Customer: Gilead; Quality below floor (3.0 < 4.0).

Is RCUS overvalued or undervalued?

Arcus Biosciences, Inc. trades at a P/E of N/A (forward -6.8). TrendMatrix value score: 5.3/10. Verdict: Sell.

What do analysts say about RCUS?

18 analysts cover RCUS with a consensus score of 4.1/5. Average price target: $34.

What does Arcus Biosciences, Inc. do?Arcus Biosciences is a late clinical-stage biopharmaceutical company developing small molecules for cancer (casdatifan...

Arcus Biosciences is a late clinical-stage biopharmaceutical company developing small molecules for cancer (casdatifan for ccRCC in Phase 3, quemliclustat for pancreatic cancer, domvanalimab for NSCLC) and inflammation/autoimmune diseases. Revenue comes primarily from Gilead Sciences collaboration payments; no product revenue to date.

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