Arcellx (ACLX) to Release Earnings on Thursday

Key Points

• Arcellx will report Q1 2026 results before the market opens on Thursday, May 7, with analysts forecasting earnings of ($1.13) per share and revenue of $6.073 million; a company call is scheduled for Wednesday, May 6 at 4:00 PM ET.
• Shares have rallied to a 12‑month high around $115 and the firm has a market cap of about $6.73 billion, but Arcellx remains unprofitable (negative margins and P/E) and carries a consensus analyst rating of "Hold" with an average target of $111.87.
• Insider Rami Elghandour sold 89,916 shares for roughly $10.24 million, cutting his stake by 24.57%, while institutional ownership is extremely high at 96.03% with several funds increasing positions substantially.

Arcellx (NASDAQ:ACLX - Get Free Report) is expected to be posting its Q1 2026 results before the market opens on Thursday, May 7th. Analysts expect Arcellx to post earnings of ($1.13) per share and revenue of $6.0730 million for the quarter. Individuals are encouraged to explore the company's upcoming Q1 2026 earning overview page for the latest details on the call scheduled for Wednesday, May 6, 2026 at 4:00 PM ET.

Arcellx (NASDAQ:ACLX - Get Free Report) last released its quarterly earnings data on Thursday, February 26th. The company reported ($1.01) EPS for the quarter, meeting the consensus estimate of ($1.01). Arcellx had a negative return on equity of 55.42% and a negative net margin of 1,027.26%.The company had revenue of $1.65 million for the quarter, compared to analyst estimates of $13.40 million. On average, analysts expect Arcellx to post $-3 EPS for the current fiscal year and $-1 EPS for the next fiscal year.

Arcellx Price Performance

NASDAQ:ACLX opened at $115.07 on Thursday. The business's 50-day moving average is $112.63 and its two-hundred day moving average is $87.85. Arcellx has a 12 month low of $47.86 and a 12 month high of $115.13. The firm has a market capitalization of $6.73 billion, a PE ratio of -28.27 and a beta of 0.25.

Insider Buying and Selling

In related news, insider Rami Elghandour sold 89,916 shares of Arcellx stock in a transaction dated Friday, February 27th. The stock was sold at an average price of $113.92, for a total value of $10,243,230.72. Following the completion of the transaction, the insider directly owned 276,051 shares in the company, valued at approximately $31,447,729.92. This trade represents a 24.57% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Company insiders own 8.35% of the company's stock.

Institutional Investors Weigh In On Arcellx

A number of hedge funds have recently made changes to their positions in ACLX. Vestal Point Capital LP raised its holdings in shares of Arcellx by 134.0% during the fourth quarter. Vestal Point Capital LP now owns 2,925,000 shares of the company's stock valued at $190,710,000 after buying an additional 1,675,000 shares during the last quarter. Paradigm Biocapital Advisors LP raised its holdings in Arcellx by 23.1% during the fourth quarter. Paradigm Biocapital Advisors LP now owns 5,724,016 shares of the company's stock worth $373,206,000 after purchasing an additional 1,075,000 shares in the last quarter. State Street Corp raised its holdings in Arcellx by 31.0% during the fourth quarter. State Street Corp now owns 1,998,503 shares of the company's stock worth $130,302,000 after purchasing an additional 472,476 shares in the last quarter. Hudson Bay Capital Management LP bought a new stake in Arcellx during the fourth quarter worth approximately $26,141,000. Finally, Price T Rowe Associates Inc. MD raised its holdings in Arcellx by 27.4% during the fourth quarter. Price T Rowe Associates Inc. MD now owns 1,610,801 shares of the company's stock worth $105,025,000 after purchasing an additional 346,750 shares in the last quarter. Institutional investors own 96.03% of the company's stock.

Analyst Ratings Changes

ACLX has been the subject of several recent analyst reports. Citigroup downgraded Arcellx from a "buy" rating to a "neutral" rating and raised their target price for the company from $110.00 to $115.00 in a research note on Tuesday, February 24th. Needham & Company LLC downgraded Arcellx from a "buy" rating to a "hold" rating in a research note on Monday, February 23rd. Robert W. Baird restated a "neutral" rating and set a $115.00 target price (up from $106.00) on shares of Arcellx in a research note on Monday, February 23rd. HC Wainwright downgraded Arcellx from a "buy" rating to a "neutral" rating and set a $115.00 target price for the company. in a research note on Monday, February 23rd. Finally, UBS Group downgraded Arcellx from a "buy" rating to a "neutral" rating and raised their target price for the company from $100.00 to $115.00 in a research note on Tuesday, February 24th. One research analyst has rated the stock with a Strong Buy rating, one has issued a Buy rating, sixteen have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the company currently has a consensus rating of "Hold" and an average target price of $111.87.

About Arcellx

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.

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