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RCUS

NEUTRAL
$25.68 Live
Arcus Biosciences, Inc. · NYSE
Target $34.0 (+32.4%)
$7.06 52W Range $28.72

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated May 02, 2026
Market cap
$3.23B
P/E
N/A
ROE
-63.3%
Profit margin
-142.9%
Debt/Equity
0.35
Dividend yield
N/A

AI Analysis

AI-powered fundamental assessment

Confidence
85%
RCUS presents a stark disconnect between fundamental health and market sentiment, anchored by a weak Piotroski F-Score of 3/9. While the company maintains a strong liquidity position with a current ratio of 4.36 and low debt, its operational profitability is severely distressed with a profit margin of -142.91%. The massive 1-year price surge (+197.9%) and 'Strong Buy' analyst consensus are countered by aggressive insider selling and a bearish technical trend. The stock currently trades as a speculative biotech play where valuation is driven by future pipeline expectations rather than current financial performance.

Key Strengths

Strong liquidity with a Current Ratio of 4.36
Low leverage with a Debt/Equity ratio of 0.35
Robust year-over-year revenue growth of 26.90%
Consistent track record of beating earnings estimates (3/4 last quarters)
Strong analyst backing with a target price of $34.00

Key Risks

Weak operational health indicated by a Piotroski F-Score of 3/9
Severe profitability gaps with an operating margin of -345.45%
Heavy insider selling ($6.15M) including CEO and CFO
High valuation multiples (Price/Sales of 13.06)
Negative ROE (-63.26%) and ROA (-21.08%)
AI Fair Value Estimate
Based on comprehensive analysis
$24.5
-4.6% below current price

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall
40
Moderate
Value
30
Future
70
Past
65
Health
35
Dividend
0
AI Verdict
Speculative Growth
Key drivers: Revenue growth, Analyst price targets, Piotroski F-Score, Insider selling
Confidence
90%
Value
30/100

Trades at a significant premium to book value with no P/E available due to losses.

Positives
No standout positives identified.
Watchpoints
  • High P/S ratio of 13.06
  • P/B of 5.10
  • No positive earnings for Graham valuation
Future
70/100

Growth is evident in top-line revenue, but path to profitability remains unclear.

Positives
  • 26.9% YoY revenue growth
  • Strong analyst target of $34.00
Watchpoints
  • Continued high cash burn
Past
65/100

Recent momentum is exceptionally strong despite long-term volatility.

Positives
  • 1Y return of +197.9%
  • Frequent earnings surprises
Watchpoints
  • 5Y change is still negative (-24.7%)
Health
35/100

Strong balance sheet liquidity masks poor operational efficiency.

Positives
  • Current Ratio 4.36
  • Low Debt/Equity
Watchpoints
  • Piotroski F-Score 3/9
  • Negative ROE/ROA
Dividend
0/100

Typical for early-stage biotech focusing on R&D.

Positives
No standout positives identified.
Watchpoints
  • No dividend paid

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price
$25.68
Analyst Target
$34.0
Upside/Downside
+32.4%

Multi-Horizon Performance vs Peers

Price momentum across 5Y → 1W horizons for RCUS and closest competitors.

Updated 2026-05-01
RCU
Arcus Biosciences, Inc.
Primary
5Y
-24.7%
3Y
+44.0%
1Y
+197.9%
6M
+30.2%
1M
+17.6%
1W
+0.7%
BEA
Beam Therapeutics Inc.
Peer
5Y
-69.2%
3Y
-29.2%
1Y
+20.1%
6M
+45.3%
1M
+12.2%
1W
+1.1%
ICU
ICU Medical, Inc.
Peer
5Y
-38.8%
3Y
-28.3%
1Y
-9.2%
6M
+10.1%
1M
-6.0%
1W
+1.9%
KNS
Kiniksa Pharmaceuticals International, plc
Peer
5Y
+154.6%
3Y
+305.7%
1Y
+103.1%
6M
+7.4%
1M
-4.7%
1W
+2.7%
LEG
Legend Biotech Corporation
Peer
5Y
-34.7%
3Y
-64.1%
1Y
-41.9%
6M
-42.7%
1M
-10.4%
1W
-5.1%

Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.

Historical Performance Trends

Long-term financial metrics and growth patterns

Revenue & Net Income

Profit & Operating Margins

Return on Equity (ROE)

Quarterly Revenue Growth

Historical data shows last 12 quarters (3 years)

Valuation Metrics

Key valuation ratios and pricing indicators

P/E Ratio
N/A
Forward P/E
-7.27
PEG Ratio
N/A
P/B Ratio
5.1
P/S Ratio
13.06
EV/Revenue
9.95
EV/EBITDA
-6.54
Market Cap
$3.23B

Profitability

Profit margins and return metrics

Profit Margin -142.91%
Operating Margin -345.45%
Gross Margin -111.74%
ROE -63.26%
ROA -21.08%

Growth

Revenue and earnings growth rates

Revenue Growth +26.9%
Earnings Growth N/A
Q/Q Revenue Growth +26.92%
Q/Q Earnings Growth N/A

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity
0.35
Low debt
Current Ratio
4.36
Strong
Quick Ratio
4.32
Excellent
Cash/Share
$7.83

Financial Statement Flow

Interactive flow visualization showing how money moves through the company Q4 2025

Revenue
$0.0B
Op. Margin
-345.5%
Net Margin
-321.2%
Total Assets
$1.1B
Liabilities
$0.5B
Equity
$0.6B
Debt/Equity
0.81x
Operating CF
$-0.1B
CapEx
$-0.0B
Free Cash Flow
$-0.1B
FCF Yield
101%

Quarterly Earnings History

EPS performance vs analyst estimates

2026-05-05
$N/A
2026-02-25
$-0.89
+17.2% surprise
2025-10-28
$-1.27
+1.6% surprise
2025-08-06
$N/A
+100.0% surprise

Healthcare Sector Comparison

Comparing RCUS against 595 companies in the Healthcare sector (36 bullish, 188 neutral, 371 bearish)
Return on Equity (ROE)
-63.26%
This Stock
vs
-87.4%
Sector Avg
-27.6% (Below Avg)
Profit Margin
-142.91%
This Stock
vs
-15.81%
Sector Avg
+803.9% (Superior)
Debt to Equity
0.35
This Stock
vs
2.56
Sector Avg
-86.4% (Less Debt)
Revenue Growth
26.9%
This Stock
vs
118.3%
Sector Avg
-77.3% (Slower)
Current Ratio
4.36
This Stock
vs
4.36
Sector Avg
0.0% (Weaker)

Similar Companies

Peer comparison within the same industry

Recent Insider Trading

Insider buy and sell transactions from the last 6 months

ROSEN TERRY JAY
Chief Executive Officer
Stock Award
2026-01-23
79,000 shares
JAEN JUAN CARLOS
President
Stock Award
2026-01-23
31,000 shares
GOELTZ ROBERT C. II
Chief Financial Officer
Stock Award
2026-01-23
24,000 shares
JARRETT A JENNIFER
Chief Operating Officer
Stock Award
2026-01-23
31,000 shares
AZOY ALEXANDER
Officer
Stock Award
2026-01-23
21,050 shares
TANG CAROLYN C.
General Counsel
Stock Award
2026-01-23
24,000 shares
MARKUS RICHARD M.D., PH.D.
Officer
Stock Award
2026-01-23
24,000 shares
ROSEN TERRY JAY
Chief Executive Officer
Gift
2026-01-08
35,000 shares
JAEN JUAN CARLOS
President
Sell
2026-01-05
31,823 shares · $681,342
GOELTZ ROBERT C. II
Chief Financial Officer
Sell
2025-12-31
6,552 shares · $153,186
ROSEN TERRY JAY
Chief Executive Officer
Gift
2025-12-30
2,400 shares
AZOY ALEXANDER
Officer
Sell
2025-12-18
8,832 shares · $195,434
ROSEN TERRY JAY
Chief Executive Officer
Sell
2025-12-17
54,691 shares · $1,203,959
JAEN JUAN CARLOS
President
Sell
2025-12-17
21,208 shares · $466,870
GOELTZ ROBERT C. II
Chief Financial Officer
Sell
2025-12-17
12,662 shares · $278,739
Insider transactions can signal confidence or concerns about company prospects

SEC Filings

Recent regulatory filings from the SEC EDGAR database

DEF 14A
DEF 14A
2026-04-21

RCUS filed a definitive proxy statement on April 21, 2026, providing shareholders with necessary information to vote on matters at an upcoming meeting.

8-K
8-K
2026-04-20

Recurus (RCUS) filed a current report on April 20, 2026, likely to announce its first-quarter financial results or a material corporate update.

8-K
8-K
2026-03-23
10-K
10-K
2026-02-25

RCUS filed its annual 10-K report on February 25, 2026, which includes disclosures regarding its business operations, risk factors, and financial condition. Specific financial highlights and risk details were not provided in the available excerpts.

8-K
8-K
2026-02-25

Recurus (RCUS) filed an 8-K on February 25, 2026, likely to report its annual financial results for the preceding fiscal year.

8-K
8-K
2025-12-18
8-K
8-K
2025-12-12
8-K
8-K
2025-11-03

RCUS filed an 8-K on November 3, 2025, likely to announce its third-quarter financial results.

10-Q
10-Q
2025-10-28

RCUS faces significant regulatory risks due to the uncertain and rapidly evolving landscape of U.S. healthcare laws and reform. The company is exposed to potential investigations and costly settlements regarding its interactions with healthcare providers, which could divert management's attention and increase operational expenses.

8-K
8-K
2025-10-28

RCUS filed an 8-K on October 28, 2025, likely to report its third-quarter financial results.

8-K
8-K
2025-10-14
8-K
8-K
2025-10-06
8-K
8-K
2025-08-06
10-Q
10-Q
2025-08-06
8-K
8-K
2025-06-12
Data sourced from SEC EDGAR. AI summaries generated automatically.

Wall Street Analysts

Professional analyst ratings and price targets

Consensus
STRONG_BUY
10 analysts
Wedbush
2026-04-02
Maintains
Outperform Outperform
Citigroup
2026-03-05
Maintains
Buy Buy
Leerink Partners
2026-03-02
Maintains
Outperform Outperform
HC Wainwright & Co.
2026-03-02
reit
Buy Buy
Wells Fargo
2026-02-12
down
Overweight Equal-Weight
Goldman Sachs
2026-01-13
up
Neutral Buy
Morgan Stanley
2026-01-08
down
Overweight Equal-Weight
HC Wainwright & Co.
2025-12-12
Maintains
Buy Buy
B of A Securities
2025-11-28
Maintains
Neutral Neutral

Past News Coverage

Recent headlines mentioning RCUS from our newsroom.

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