FY2030 Earnings Estimate for Arcellx Issued By HC Wainwright

Arcellx, Inc. (NASDAQ:ACLX) – Equities research analysts at HC Wainwright issued their FY2030 earnings per share estimates for shares of Arcellx in a report issued on Monday, February 23rd. HC Wainwright analyst E. Bodnar forecasts that the company will post earnings of $4.95 per share for the year. HC Wainwright currently has a “Neutral” rating and a $115.00 price target on the stock. The consensus estimate for Arcellx’s current full-year earnings is ($1.58) per share.

Several other equities research analysts also recently issued reports on ACLX. Weiss Ratings reissued a “sell (d-)” rating on shares of Arcellx in a research report on Wednesday, January 21st. William Blair cut Arcellx from a “strong-buy” rating to a “market perform” rating in a report on Monday. Robert W. Baird reissued a “neutral” rating and issued a $115.00 price target (up previously from $106.00) on shares of Arcellx in a research note on Monday. Needham & Company LLC lowered Arcellx from a “buy” rating to a “hold” rating in a report on Monday. Finally, Truist Financial set a $120.00 price objective on Arcellx in a research report on Monday. Three research analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, Arcellx presently has a consensus rating of “Hold” and a consensus price target of $111.29.

Arcellx Stock Performance

Shares of ACLX stock opened at $113.75 on Tuesday. Arcellx has a 52 week low of $47.86 and a 52 week high of $114.26. The company’s 50 day moving average price is $67.89 and its two-hundred day moving average price is $75.07. The company has a market capitalization of $6.58 billion, a P/E ratio of -28.94 and a beta of 0.36.

Institutional Trading of Arcellx

Several hedge funds and other institutional investors have recently modified their holdings of ACLX. T. Rowe Price Investment Management Inc. raised its holdings in Arcellx by 66.2% in the 4th quarter. T. Rowe Price Investment Management Inc. now owns 10,560,425 shares of the company’s stock valued at $688,540,000 after acquiring an additional 4,208,069 shares during the period. Paradigm Biocapital Advisors LP grew its position in shares of Arcellx by 23.1% in the fourth quarter. Paradigm Biocapital Advisors LP now owns 5,724,016 shares of the company’s stock valued at $373,206,000 after purchasing an additional 1,075,000 shares during the last quarter. Vanguard Group Inc. increased its stake in shares of Arcellx by 4.5% during the fourth quarter. Vanguard Group Inc. now owns 4,081,519 shares of the company’s stock worth $266,115,000 after purchasing an additional 174,432 shares during the period. Vestal Point Capital LP increased its stake 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 worth $190,710,000 after purchasing an additional 1,675,000 shares during the period. Finally, State Street Corp lifted its holdings in Arcellx by 31.0% during the 4th 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 during the last quarter. Institutional investors own 96.03% of the company’s stock.

Insider Activity

In other news, insider Christopher Heery sold 5,882 shares of Arcellx stock in a transaction that occurred on Wednesday, January 14th. The stock was sold at an average price of $68.51, for a total transaction of $402,975.82. Following the completion of the transaction, the insider directly owned 23,749 shares in the company, valued at approximately $1,627,043.99. The trade was a 19.85% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Over the last quarter, insiders have sold 19,450 shares of company stock valued at $1,283,477. 8.35% of the stock is currently owned by corporate insiders.

More 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)

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.