Arcus Biosciences, Inc. (RCUS)

Healthcare · NYQ

$25.83+3.28% today

Price as at 1 Oct 2026, 00:13 UTC. Quotes are delayed.

Fundamentals

Market cap$3.52B
Revenue growth (YoY)-39.3%
Profit margin-156.4%
Return on equity-70.0%
52-week range$12.90 to $31.74

Valuation and ratings

Fair value estimate$11.21
Upside to fair value-56.6%
Analyst target (mean)$35.75
Analyst range$22.00 to $47.00
Analysts with price targets12
Consensus viewnone
Moat score15/100
Overall rating17/100, very low quality

Fair value: $11.21 (-56.6%), see how we got there

Arcus Biosciences, Inc. trades at $25.83, which is 57% above the $11.21 our fair value estimate puts on the business. On that measure it screens as expensive, which is not the same as saying it will fall.

Our moat model scores it 15 out of 100, which is little in the way of a moat. A moat is a structural reason competitors cannot take the profits away, and it matters more to a long holding period than any single quarter's numbers do.

RCUS earnings and analyst estimates

EPS estimate, next year-$3.10
Expected EPS growth+10.9%
Expected revenue growth+9.4%

Recommendation mix, 13 published ratings

10 buy3 hold0 sell

Estimates are the published analyst consensus and move often. An earnings date is scheduled, not certain, and a share tends to reprice most violently on the day itself.

About Arcus Biosciences, Inc.

Arcus Biosciences, Inc., a clinical-stage biopharmaceutical company, develops and commercializes cancer therapies in the United States. The company's development product portfolio includes Casdatifan, a HIF-2a inhibitor for the treatment of kidney cancer; Domvanalimab, an anti-TIGIT antibody, which is in Phase 2 and Phase 3 clinical trial for lung and gastrointestinal cancers; and Zimberelimab, an anti-PD-1 antibody. It also develops Quemliclustat, a small molecule inhibitor that targets the CD73 enzyme in the ATP-adenosine pathway, which is in phase 3 and phase 1/1b clinical trial for lung and pancreatic cancer. In addition, the company develops AB598, a CD39 antibody, which is in phase 1/1b clinical study for gastrointestinal cancer and AB801, an AXL inhibitor, which is in Phase 1b clinical trial for lung cancer. It has clinical collaboration with AstraZeneca for the Phase 3 PACIFIC-8 trial evaluating domvanalimab and durvalumab in Stage 3 NSCLC and for a Phase 1/1b study evaluating casdatifan and volrustomig in IO-naive patients with ccRCC; BVF Partners L.P. to support the discovery and development of compounds for the treatment of inflammatory diseases; and Bristol-Myers Squibb Company to develop a novel treatment regimen that delivers tumor control in kidney cancer. Arcus Biosciences, Inc. was incorporated in 2015 and is based in Hayward, California.

Industry: BiotechnologyEmployees: 601HQ: United States

Company profile, industry and headcount are as reported by our data provider and can lag a company's own filings by a reporting period. The annual report is the authority.

RCUS passes 1 of our 30 screens today

Each screen prints the exact criteria it used, and the circumstances in which it is wrong.

Super investor ownership

7 of the funds we track reported a position in their latest SEC 13F filing. Largest first:

A word of warning on reading these figures: a 13F reports the market value of a holding, so a fund that traded nothing at all still appears to have sold when the price fell. We found 102 companies where the standard reading gives the opposite answer. Only the share count is honest.

Politician trades in RCUS

Trades in RCUS disclosed by members of Congress and executive-branch officials, latest first:

  • Donald J Trump · Executive branchSell · $15,001 - $50,000 · traded 15 May 2026 · disclosed 1 Jul 2026
  • Donald J Trump · Executive branchSell · $1,001 - $15,000 · traded 29 Jul 2024 · disclosed 22 Sept 2026

A disclosure reports a value band, not an amount, and is due up to 45 days after the trade; some arrive later. Every filer we track, each with their own page, is on the Congress trading tracker.

RCUS peers

The largest companies in the same industry (Biotechnology), then in the same sector.

Every healthcare company we cover is on the Healthcare hub.

Common questions

Is Arcus Biosciences, Inc. (RCUS) undervalued?

Against our fair value estimate of $11.21, RCUS at $25.83 is 57% above fair value. That is one model's answer, not a recommendation. It is built from normalized earning power with growth capped deliberately low, which understates companies whose value is mostly future growth.

Which funds own RCUS?

7 of the institutions we track reported a position in RCUS in their most recent SEC 13F filing. A 13F is filed up to 45 days after quarter end, so it tells you what a fund held then, not what it holds now.

Where does SteadyShares get its RCUS data?

Fundamentals for RCUS come from company filings and exchange data, as listed on NYQ; institutional ownership comes from SEC 13F filings. The share price shown was last refreshed on 1 Oct 2026, 00:13 UTC and is delayed. Our data quality score for this company is 83/100, which is the share of the inputs behind our scores that were actually available rather than assumed. Metrics we do not hold are left out of the page rather than estimated.

The full research page for RCUS, with financial statements, ownership detail, peer comparison and alerts, is free inside the app.

Data from company filings, exchange quotes and SEC EDGAR 13F disclosures. Quotes are delayed. Metrics we do not have are left out rather than estimated. Educational information, not financial advice.