Market Cap
$3.3B
RCUS
Arcus Biosciences, Inc.
$24.44 ▼ -3.13%
Prev close $25.23Market cap$3.3B
ConsensusBuy
12-mo target$39.91 (+63.3%)
▲ Bullish
Analyst conviction 8/10
High Impact Filing (8/10)22 New Institutional Positions11 Institutional Exits Biotech & Drug Discovery
Snapshot
The big-picture read on RCUS right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Strong Buy (79%)
Inst. Holders
50 funds
Inst. Value
$2.2B
Inst. Activity
22 buys / 11 sells
Insider Activity
$0.00 buy / $3.3M sell
Insider Net $
-$3.3M
SEC Reports
5
Price chart 30d -18.1%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 24, 2026 short_volume
Short Volume: RCUS — 59.0% short (0.4M / 0.7M)
Short: 423,797 | Exempt: 0 | TRF Vol: 717,823 | Short Ratio: 59.0% | Off-exchange volume (dark pool
Aug 21, 2026 Insider
Azoy Alexander acquired via exercise 2,827 shares
Chief Accounting Officer @ $15.44 ($43.6K)
Aug 21, 2026 Insider
Azoy Alexander sold 2,827 shares
Chief Accounting Officer @ $30.00 ($84.8K)
Jul 10, 2026 Insider
Jul 9, 2026 SEC Jaen Juan C. sold 268 shares
President @ $29.40 ($7.9K)
Officer Juan Jaen filed Form 144 to sell 25,000 shares (approx. $749,000) under a 10b5-1 plan dated 02/27/2026. The trus
144 — Impact 3/10
Jun 30, 2026 Inst.
FMR LLC — DOUBLED
4,049,757 shares ($124.9M)
Jun 30, 2026 Inst.
Apr 21, 2026 SEC CITADEL ADVISORS LLC — DOUBLED
3,135,057 shares ($96.7M)
Arcus Biosciences, Inc. is holding its 2026 Annual Meeting to vote on director elections, auditor appointment ratificati
DEFA14A — Impact 2/10
Analyst ratings buy % -4.8%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
79% rate it Buy or better · 19 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 30, 2026 | Wedbush | REITERATE | Outperform | 57% |
| Sep 16, 2026 | TD Cowen | INITIATE | Buy | 56% |
| Sep 8, 2026 | Truist Securities | REITERATE | Buy | 55% |
| Aug 6, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Aug 6, 2026 | Wedbush | MAINTAIN | Outperform | 57% |
| Jul 20, 2026 | HC Wainwright & Co. | MAINTAIN | Buy | 43% |
| Jun 4, 2026 | LifeSci Capital | INITIATE | Outperform | 50% |
| May 11, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| May 7, 2026 | Goldman Sachs | MAINTAIN | Buy | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 5 | 10 | 4 | 0 | 0 | 79% | |
| Aug 1, 2026 | 5 | 10 | 4 | 0 | 0 | 79% | |
| Jul 1, 2026 | 5 | 10 | 4 | 0 | 0 | 79% | |
| Jun 1, 2026 | 5 | 9 | 4 | 0 | 0 | 78% | |
| May 1, 2026 | 5 | 9 | 4 | 0 | 0 | 78% | |
| Apr 1, 2026 | 5 | 9 | 4 | 0 | 0 | 78% | |
| Mar 1, 2026 | 5 | 9 | 4 | 0 | 0 | 78% | |
| Feb 1, 2026 | 5 | 10 | 3 | 0 | 0 | 83% |
Price targets
Where 11 covering analysts think RCUS trades over the next 12 months.
$39.91 +63.3% upside Strong Buy
Current$24.44 Low$23.00 Median$43.00 High$47.00 11 analysts
$23.00$47.00
Analyst rating Strong Buy· 1.3/5 as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
5 SEC filing reports analyzed · 0 bullish, 1 bearish, 1 mixed, 3 neutral · avg impact 4.4/10.
NEUTRAL1443/10
Officer Juan Jaen filed Form 144 to sell 25,000 shares (approx. $749,000) under a 10b5-1 plan dated
Jul 9, 2026
NEUTRALDEFA14A2/10
Arcus Biosciences, Inc. is holding its 2026 Annual Meeting to vote on director elections, auditor ap
Apr 21, 2026
BEARISH8-K8/10
Arcus Biosciences announced the discontinuation of its Phase 3 STAR-121 trial in metastatic non-smal
Apr 20, 2026
NEUTRAL1443/10
Jennifer Jarrett, an officer of Arcus Biosciences, filed a Form 144 to notify intent to sell 70,000
Apr 8, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 24, 2026
short_volume
Short Volume: RCUS — 59.0% short (0.4M / 0.7M)
Short: 423,797 | Exempt: 0 | TRF Vol: 717,823 | Short Ratio: 59.0% | Off-exchange volume (dark pool + OTC)
Sep 8, 2026
Clinical Trial
A Clinical Trial of a New Combination Treatment, Domvanalimab and Zimberelimab, Plus Chemotherapy, for People With an Upper Gastrointestinal Tract Cancer That Cannot be Removed With Surgery That Has Spread to Other Parts of the Body
Phase Phase 3 — COMPLETED
Sep 8, 2026
clinical_trial_readout
Results Pending: Domvanalimab (Phase 3) — Completed 11d ago
Trial: A Clinical Trial of a New Combination Treatment, Domvanalimab and Zimberelimab, Plus Chemotherapy, for People With an Upper Gastrointestinal Tr
Sep 8, 2026
clinical_trial_readout
Results Pending: Domvanalimab (Phase 3) — Completed 11d ago
Trial: A Clinical Trial of a New Combination Treatment, Domvanalimab and Zimberelimab, Plus Chemotherapy, for People With an Upper Gastrointestinal Tr
Sep 3, 2026
clinical_trial_readout
Results Pending: Domvanalimab (Phase 3) — Completed 6d ago
Trial: A Clinical Trial of a New Combination Treatment, Domvanalimab and Zimberelimab, Plus Chemotherapy, for People With an Upper Gastrointestinal Tr
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $-0.86 | $-1.00–$-0.69 | 31.9% | +1.9% | 4↑ 2↓ | $0.0B | 7 |
| Next Q | $-0.82 | $-0.96–$-0.63 | 7.7% | +3.4% | 3↑ 3↓ | $0.0B | 7 |
| Current FY | $-3.48 | $-4.35–$-2.79 | -5.8% | +1.3% | 3↑ 3↓ | $0.1B | 7 |
| Next FY | $-3.27 | $-4.50–$-2.16 | 6.2% | +2.2% | 3↑ 3↓ | $0.1B | 7 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $-0.864 | — |
| 7d ago | $-0.886 | +0.022 |
| 30d ago | $-0.881 | +0.017 |
| 60d ago | $-0.826 | -0.039 |
| 90d ago | $-0.826 | -0.039 |
Institutional ownership
Which big funds own RCUS (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $2.2B total value (71,510,941 shares) as of 2026-Q2. Top holders: BlackRock,, STATE, WELLINGTON. Net buying activity: 22 institutions added/increased vs 11 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 16,416,249 | $506.1M | 23.0% | — |
| STATE STREET CORP | 6,029,484 | $185.9M | 8.4% | — |
| WELLINGTON MANAGEMENT GROUP LLP | 5,895,448 | $181.8M | 8.2% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 4,475,528 | $138.0M | 6.3% | — |
| FMR LLC | 4,049,757 | $124.9M | 5.7% | DOUBLED +247.5% |
| VANGUARD CAPITAL MANAGEMENT LLC | 3,888,346 | $119.9M | 5.4% | — |
| CITADEL ADVISORS LLC | 3,135,057 | $96.7M | 4.4% | DOUBLED +135.7% |
| Woodline Partners LP | 3,007,798 | $92.7M | 4.2% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 2,448,749 | $75.5M | 3.4% | — |
| Fisher Asset Management, LLC | 2,139,396 | $66.0M | 3.0% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| FMR LLC | DOUBLED | 1,165,252 | 4,049,757 | +247.5% | $124.9M |
| CITADEL ADVISORS LLC | DOUBLED | 1,329,935 | 3,135,057 | +135.7% | $96.7M |
| MARSHALL WACE, LLP | TRIM | 3,761,437 | 1,945,088 | -48.3% | $60.0M |
| GOLDMAN SACHS GROUP INC | ADD | 999,786 | 1,387,566 | +38.8% | $42.8M |
| BAKER BROS. ADVISORS LP | DOUBLED | 415,621 | 844,816 | +103.3% | $26.0M |
| BANK OF AMERICA CORP /DE/ | ADD | 646,068 | 835,504 | +29.3% | $25.8M |
| MORGAN STANLEY | TRIM | 1,113,526 | 795,912 | -28.5% | $24.5M |
| JPMORGAN CHASE & CO | DOUBLED | 80,817 | 418,243 | +417.5% | $13.1M |
| UBS Group AG | ADD | 288,857 | 369,056 | +27.8% | $11.4M |
| FIRST TRUST ADVISORS LP | DOUBLED | 13,098 | 271,434 | +1972.3% | $8.4M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
11 insiders, 27 transactions. Net -$3.3M — $0.00 bought, $3.3M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 21, 2026 | Azoy Alexander | Chief Accounting Officer | EXERCISE | 2,827 | $15.44 | $43.6K |
| Aug 21, 2026 | Azoy Alexander | Chief Accounting Officer | SELL | 2,827 | $30.00 | $84.8K |
| Jul 10, 2026 | Jaen Juan C. | President | SELL | 268 | $29.40 | $7.9K |
| Jul 10, 2026 | Jaen Juan C. | President | SELL | 19,799 | $28.61 | $566.4K |
| Jul 9, 2026 | Jaen Juan C. | President | SELL | 48,502 | $30.05 | $1.5M |
| Jun 24, 2026 | Jaen Juan C. | President | SELL | 6,431 | $29.66 | $190.7K |
| Jun 23, 2026 | Jaen Juan C. | President | SELL | 14,067 | $27.69 | $389.5K |
| Jun 23, 2026 | Jaen Juan C. | President | SELL | 1,697 | $28.06 | $47.6K |
| Jun 22, 2026 | Jaen Juan C. | President | SELL | 9,236 | $27.03 | $249.7K |
| Jun 11, 2026 | Lambert Nicole | Director | AWARD | 16,900 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for RCUS.
Shares short
13,812,606
Settlement Sep 15, 2026
Change vs prior
+5.6%
Semi-monthly cycle
Days to cover
7.8
At avg daily volume
Of shares outstanding
≈10.8%
Estimate — not % of float
All RCUS filing & press-release reports (5)
- 144 reportJul 9, 2026
- DEFA14A reportApr 21, 2026
- 8-K reportApr 20, 2026
- 144 reportApr 8, 2026
- 8-K reportFeb 26, 2026