Arcellx (ACLX) Projected to Post Earnings on Thursday

Arcellx (NASDAQ:ACLX) will likely be releasing its Q4 2025 results before the market opens on Thursday, February 26th. Analysts expect the company to announce earnings of ($1.01) per share for the quarter. Parties can find conference call details on the company’s upcoming Q4 2025 earning report page for the latest details on the call scheduled for Friday, March 6, 2026 at 4:00 PM ET.

Arcellx Trading Up 77.4%

Arcellx stock opened at $113.75 on Tuesday. The firm has a market capitalization of $6.58 billion, a P/E ratio of -28.94 and a beta of 0.36. The stock has a fifty day moving average price of $67.89 and a 200 day moving average price of $75.07. Arcellx has a 52 week low of $47.86 and a 52 week high of $114.26.

Trending Headlines about Arcellx

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)

Analyst Ratings Changes

ACLX has been the subject of several recent analyst reports. Canaccord Genuity Group set a $115.00 price target on Arcellx in a report on Monday. Weiss Ratings restated a “sell (d-)” rating on shares of Arcellx in a report on Wednesday, January 21st. UBS Group lowered shares of Arcellx from a “buy” rating to a “neutral” rating and set a $115.00 price target for the company. in a research report on Tuesday. Robert W. Baird reaffirmed a “neutral” rating and set a $115.00 price target (up previously from $106.00) on shares of Arcellx in a research note on Monday. Finally, Truist Financial set a $120.00 price target on shares of Arcellx in a report on Monday. Four equities research analysts have rated the stock with a Buy rating, ten have given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Hold” and an average target price of $111.29.

Insider Buying and Selling

In other Arcellx news, insider Christopher Heery sold 7,437 shares of Arcellx stock in a transaction that occurred on Tuesday, January 13th. The shares were sold at an average price of $65.51, for a total transaction of $487,197.87. Following the transaction, the insider directly owned 29,631 shares of the company’s stock, valued at $1,941,126.81. The trade was a 20.06% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this hyperlink. Insiders have sold a total of 19,450 shares of company stock valued at $1,283,477 in the last 90 days. Company insiders own 8.35% of the company’s stock.

Hedge Funds Weigh In On Arcellx

A number of hedge funds have recently made changes to their positions in the business. E Fund Management Co. Ltd. boosted its holdings in Arcellx by 15.1% in the 2nd quarter. E Fund Management Co. Ltd. now owns 6,293 shares of the company’s stock worth $414,000 after acquiring an additional 825 shares during the period. Tower Research Capital LLC TRC lifted its position in shares of Arcellx by 105.0% during the second quarter. Tower Research Capital LLC TRC now owns 6,143 shares of the company’s stock worth $405,000 after purchasing an additional 3,147 shares in the last quarter. Prudential Financial Inc. boosted its stake in shares of Arcellx by 49.2% in the second quarter. Prudential Financial Inc. now owns 4,900 shares of the company’s stock valued at $323,000 after purchasing an additional 1,615 shares during the period. CIBC Bancorp USA Inc. acquired a new stake in Arcellx during the 3rd quarter valued at $300,000. Finally, Mercer Global Advisors Inc. ADV purchased a new stake in Arcellx during the 3rd quarter worth $283,000. Hedge funds and other institutional investors own 96.03% of the company’s stock.

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.