FY2030 Earnings Forecast for Arcellx Issued By HC Wainwright

Arcellx, Inc. (NASDAQ:ACLX) – Stock analysts at HC Wainwright issued their FY2030 earnings per share (EPS) estimates for shares of Arcellx in a research report issued on Monday, February 23rd. HC Wainwright analyst E. Bodnar forecasts that the company will post earnings of $4.95 per share for the year. HC Wainwright currently has a “Neutral” rating and a $115.00 price target on the stock. The consensus estimate for Arcellx’s current full-year earnings is ($1.58) per share.

Several other research analysts also recently weighed in on ACLX. Robert W. Baird reaffirmed a “neutral” rating and set a $115.00 target price (up from $106.00) on shares of Arcellx in a research note on Monday. UBS Group lowered shares of Arcellx from a “buy” rating to a “neutral” rating and boosted their price target for the stock from $100.00 to $115.00 in a report on Tuesday. Wells Fargo & Company downgraded shares of Arcellx from an “overweight” rating to an “equal weight” rating and set a $115.00 price objective on the stock. in a report on Monday. William Blair cut shares of Arcellx from a “strong-buy” rating to a “hold” rating in a research note on Monday. Finally, Weiss Ratings restated a “sell (d-)” rating on shares of Arcellx in a research report on Wednesday, January 21st. Two investment analysts have rated the stock with a Buy rating, fourteen have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Hold” and an average price target of $111.64.

Arcellx Trading Down 0.0%

Shares of ACLX opened at $113.71 on Tuesday. Arcellx has a 12 month low of $47.86 and a 12 month high of $114.26. The stock’s 50 day moving average is $68.84 and its two-hundred day moving average is $75.38. The firm has a market cap of $6.57 billion, a P/E ratio of -28.93 and a beta of 0.36.

Institutional Investors Weigh In On Arcellx

A number of large investors have recently made changes to their positions in the stock. T. Rowe Price Investment Management Inc. increased its holdings in shares of Arcellx by 66.2% in the fourth quarter. T. Rowe Price Investment Management Inc. now owns 10,560,425 shares of the company’s stock valued at $688,540,000 after purchasing an additional 4,208,069 shares during the last quarter. Paradigm Biocapital Advisors LP grew its holdings in Arcellx by 23.1% in the 4th quarter. Paradigm Biocapital Advisors LP now owns 5,724,016 shares of the company’s stock valued at $373,206,000 after buying an additional 1,075,000 shares in the last quarter. Vanguard Group Inc. increased its stake in shares of Arcellx by 4.5% in the 4th quarter. Vanguard Group Inc. now owns 4,081,519 shares of the company’s stock worth $266,115,000 after acquiring an additional 174,432 shares during the last quarter. Vestal Point Capital LP increased its stake in shares of Arcellx by 134.0% in the 4th quarter. Vestal Point Capital LP now owns 2,925,000 shares of the company’s stock worth $190,710,000 after acquiring an additional 1,675,000 shares during the last quarter. Finally, State Street Corp raised its holdings in shares of Arcellx by 31.0% during the 4th quarter. State Street Corp now owns 1,998,503 shares of the company’s stock worth $130,302,000 after acquiring an additional 472,476 shares during the period. 96.03% of the stock is currently owned by hedge funds and other institutional investors.

Insider Transactions at Arcellx

In other Arcellx news, insider Christopher Heery sold 5,882 shares of the stock in a transaction dated Wednesday, January 14th. The shares were sold at an average price of $68.51, for a total value of $402,975.82. Following the completion of the sale, the insider owned 23,749 shares in the company, valued at approximately $1,627,043.99. This represents a 19.85% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Over the last three months, insiders have sold 19,450 shares of company stock worth $1,283,477. 8.35% of the stock is currently owned by corporate insiders.

Key Arcellx News

Here are the key news stories impacting Arcellx this week:

• Positive Sentiment: Gilead Sciences agreed to acquire Arcellx for $115.00 per share in cash plus one contingent value right worth $5.00 if milestones are met, implying up to ~$7.8 billion — a takeover premium that drove a large rally. Gilead acquisition release
• Positive Sentiment: Market reaction: the deal triggered a premarket surge (roughly 75–80% intraday move at announcement) and sharply elevated trading volumes as the market re‑priced ACLX to reflect the cash consideration. Reuters coverage
• Neutral Sentiment: HC Wainwright updated FY2030 EPS expectations materially (analyst projects $4.95/sh) but kept a “Neutral” rating and $115 price objective — effectively aligned with the deal price and not implying incremental upside beyond the offer. MarketBeat report
• Negative Sentiment: Multiple brokerages downgraded ACLX to “hold”/”equal weight” (Truist, Baird, Canaccord, Needham, Wells Fargo, Citigroup), signaling limited upside above the deal price and reducing buy‑side conviction. Example coverage: Truist/Benzinga. Benzinga downgrades roundup
• Negative Sentiment: Several law firms (Kahn Swick & Foti, Halper Sadeh, Ademi, Monteverde) announced investigations into whether the $115 + $5 CVR consideration is fair — potential litigation could seek a higher price, delay closing or increase transaction risk/uncertainty. KSF investor alert

Arcellx Company Profile

Arcellx, Inc (NASDAQ: ACLX) is a clinical-stage biopharmaceutical company focused on the discovery, development and commercialization of next-generation cell therapies for oncology and autoimmune diseases. The company’s proprietary ARC-SparX™ platform is designed to enable precise control over cell-surface receptor activation and to improve the safety, efficacy and durability of adoptive cell therapies. Leveraging this technology, Arcellx engineers immune cells with modular antigen-binding domains that can be exchanged to target a variety of disease-associated markers.

The company’s pipeline comprises multiple wholly owned programs in hematologic malignancies and solid tumors at various stages of preclinical and clinical development.