Arcellx (NASDAQ:ACLX) Receives “Equal Weight” Rating from Wells Fargo & Company

Wells Fargo & Company reiterated their equal weight rating on shares of Arcellx (NASDAQ:ACLX) in a report issued on Monday, MarketBeat.com reports. They currently have a $115.00 price target on the stock.

Other equities research analysts have also issued research reports about the company. Wolfe Research assumed coverage on Arcellx in a research report on Tuesday, November 18th. They set a “peer perform” rating on the stock. Needham & Company LLC reissued a “buy” rating and set a $105.00 target price on shares of Arcellx in a research note on Thursday, February 5th. Rothschild & Co Redburn downgraded shares of Arcellx from a “buy” rating to a “neutral” rating and set a $82.00 target price on the stock. in a report on Thursday, February 12th. Citigroup reaffirmed a “buy” rating on shares of Arcellx in a research note on Monday, November 24th. Finally, Canaccord Genuity Group reissued a “buy” rating and set a $130.00 price objective on shares of Arcellx in a research report on Monday, December 8th. Four investment analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, Arcellx currently has a consensus rating of “Hold” and an average target price of $110.21.

Arcellx Trading Up 77.4%

Shares of Arcellx stock opened at $113.75 on Monday. The stock’s fifty day simple moving average is $67.89 and its 200 day simple moving average is $75.07. The company has a market capitalization of $6.58 billion, a PE ratio of -28.94 and a beta of 0.36. Arcellx has a 12 month low of $47.86 and a 12 month high of $114.26.

Insider Activity

In other news, insider Christopher Heery sold 5,882 shares of the business’s stock in a transaction on Wednesday, January 14th. The shares were sold at an average price of $68.51, for a total value of $402,975.82. Following the sale, the insider owned 23,749 shares of the company’s stock, valued at $1,627,043.99. The trade was a 19.85% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Insiders have sold 19,450 shares of company stock valued at $1,283,477 in the last 90 days. 8.35% of the stock is owned by company insiders.

Institutional Inflows and Outflows

A number of hedge funds have recently added to or reduced their stakes in ACLX. Teacher Retirement System of Texas increased its stake in Arcellx by 1.7% in the 2nd quarter. Teacher Retirement System of Texas now owns 8,883 shares of the company’s stock valued at $585,000 after buying an additional 151 shares during the last quarter. SBI Securities Co. Ltd. grew its holdings in shares of Arcellx by 4.6% in the 4th quarter. SBI Securities Co. Ltd. now owns 3,516 shares of the company’s stock valued at $229,000 after acquiring an additional 154 shares in the last quarter. CWM LLC increased its position in shares of Arcellx by 267.0% in the third quarter. CWM LLC now owns 345 shares of the company’s stock valued at $28,000 after acquiring an additional 251 shares during the last quarter. Integrated Wealth Concepts LLC increased its position in shares of Arcellx by 9.0% in the third quarter. Integrated Wealth Concepts LLC now owns 3,423 shares of the company’s stock valued at $281,000 after acquiring an additional 283 shares during the last quarter. Finally, Advisory Alpha LLC raised its holdings in Arcellx by 10.4% during the fourth quarter. Advisory Alpha LLC now owns 3,313 shares of the company’s stock worth $216,000 after acquiring an additional 313 shares in the last quarter. Institutional investors own 96.03% of the company’s stock.

Key Arcellx News

Here are the key news stories impacting Arcellx this week:

• Positive Sentiment: Acquisition announcement — Gilead agreed to acquire Arcellx for $115 cash per share plus a $5 CVR (implied equity value ~$7.8B). This takeover premium explains the sharp upward move and converts future biotech risk into a near‑term cash outcome for shareholders. Gilead Sciences to Acquire Arcellx (Business Wire)
• Positive Sentiment: Strategic rationale — Coverage explains what Gilead gets (Anito‑cel and related assets) and why the deal fits Gilead’s oncology push, supporting the acquisition premium investors priced in. What Gilead Is Getting (Seeking Alpha)
• Neutral Sentiment: Analyst/coverage context — Wells Fargo reaffirmed an “equal weight” rating and a $115 price target (effectively aligned with the cash offer), signaling limited upside beyond the deal price for remaining arbitrage. Wells Fargo rating/target (The Fly)
• Neutral Sentiment: Market commentary — Broad coverage (Reuters/Investopedia/WSJ) recounts the deal and the market reaction; useful for context but unlikely to change deal economics. Gilead to acquire Arcellx (Reuters)
• Negative Sentiment: Shareholder investigations — Multiple law firms have launched probes into whether Arcellx’s sale process and price were fair to public shareholders (Monteverde, Ademi, Halper Sadeh, etc.), which could lead to litigation, delays or demands for higher consideration. Monteverde shareholder alert (PR Newswire)
• Negative Sentiment: Analyst downgrade — Needham cut ACLX from Buy to Hold, which can temper post‑deal sentiment among some buy‑side investors. Needham downgrade (The Fly)
• Negative Sentiment: Prior institutional selling — Perceptive Advisors disclosed a large fourth‑quarter sale of ACLX shares before the deal, a reminder some holders trimmed exposure; combined with litigation risk this could sustain selling pressure from certain shareholders. Perceptive Advisors share sale (Motley Fool)

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.