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Arcus Biosciences (RCUS) PT Raised to $41 at Truist Securities

Wed, 21 Oct 2026 09:22:40 -0400

(Updated - October 21, 2026 9:22 AM EDT)

Truist Securities analyst Supawat Thongthip raised the price target on Arcus Biosciences (NYSE: RCUS) to $41.00 (from $40.00) while maintaining a Buy rating.

The analyst commented: "More Than Meets the Eye, with PEAKs Ahead; RCUS disclosed updated casdatifan ("cas") data across renal cell carcinoma (RCC) settings at the NYC investor event today. We come away constructive on the broader opportunity despite mixed results and lingering questions. While 2L cas + cabo fell short of our PFS bar, we believe much of the disappointment was already priced in ahead, with encouraging OS data supporting the

Arcus Biosciences (RCUS) PT Raised to $41 at Truist Securities

Wed, 21 Oct 2026 09:22:40 -0400

(Updated - October 21, 2026 9:22 AM EDT)

Truist Securities analyst Supawat Thongthip raised the price target on Arcus Biosciences (NYSE: RCUS) to $41.00 (from $40.00) while maintaining a Buy rating.

Citi raises Arcus Biosciences price target to $50

Wed, 21 Oct 2026 03:56:32 -0400

Citi analyst Yigal Nochomovitz raised his price target on Arcus Biosciences (NYSE: RCUS) to $50 from $45, while maintaining a Buy rating on the stock.

The revision follows Arcus Biosciences' investor event, where updated data on casdatifan, the company's drug candidate for clear cell renal cell carcinoma (ccRCC), was presented. The analyst cited updated results from the cas+zim combination, noting a 6.7% primary progressive disease rate and 69% 12-month landmark progression-free survival, which he compared to benchmarks of approximately 38% for pembrolizumab and approximately 50% for anti-PD-1 combined with anti-CTLA-4.

Nochomovitz also referenced second-line data from the ARC-20 trial, where the cas+cabo

Arcus Biosciences (RCUS) PT Raised to $49 at Wedbush

Tue, 20 Oct 2026 13:32:00 -0400

Wedbush analyst Robert Driscoll raised the price target on Arcus Biosciences (NYSE: RCUS) to $49.00 (from $43.00) while maintaining a Outperform rating.

Arcus stock tumbles 6% after unveiling casdatifan trial data

Tue, 20 Oct 2026 09:12:23 -0400

Investing.com -- Arcus Biosciences (NYSE:RCUS) shares fell 6% today after the company presented new clinical data for casdatifan, its investigational HIF-2α inhibitor, at an investor event in New York City. The market decline suggests the data did not meet elevated expectations that had been priced into the stock ahead of the event.

The company presented results from its ARC-20 platform study evaluating casdatifan across first-line combinations, second-line treatment, and late-line monotherapy in clear cell renal cell carcinoma. The presentation included progression-free survival figures that exceeded benchmarks for the approved ipilimumab/nivolumab combination and a 50% confirmed objective response

Arcus stock tumbles 6% after unveiling casdatifan trial data

Tue, 20 Oct 2026 09:12:23 -0400

Form 8-K Arcus Biosciences, Inc. For: Oct 20

Tue, 20 Oct 2026 08:33:00 -0400

si-local-file:///var/storage/secattach/20261020/27207283.html

Arcus shares kidney cancer trial data for casdatifan drug

Tue, 20 Oct 2026 08:31:05 -0400

Arcus Biosciences (NYSE: RCUS) presented new clinical data from its ARC-20 platform study evaluating casdatifan, an investigational HIF-2α inhibitor, as a treatment for clear cell renal cell carcinoma (ccRCC) across multiple lines of therapy.

In the first-line setting, casdatifan combined with the anti-PD-1 therapy zimberelimab showed progression-free survival (PFS) landmark values of 86% at six months and 69% at 12 months in a cohort of 30 patients, along with a 50% confirmed objective response rate. These figures were compared against third-party benchmarks for approved therapies, though Arcus noted the comparisons are not head-to-head and differences in study design exist.

In the second-line

Arcus Presents New Data from ARC-20 that Demonstrate the Opportunity for Casdatifan to Become a Foundational Treatment Across All Lines of Therapy in Kidney Cancer

Tue, 20 Oct 2026 08:30:00 -0400

Progression-free survival (PFS) for casdatifan plus anti-PD-1 in the first-line (1L) setting exceeded third-party benchmarks* for the approved anti-PD-1 plus anti-CTLA-4 regimen (ipilimumab plus nivolumab) and is similar to benchmarks for approved anti-PD-1 plus TKI regimens; the Phase 3 PEAK-20 study evaluating casdatifan plus ipilimumab and nivolumab is on track to start by year-end.
PFS and overall survival (OS) in the second-line (2L) cohort evaluating casdatifan plus cabozantinib substantially exceeded benchmarks for cabozantinib monotherapy, including in patients who had previously progressed on TKIs; the ongoing Phase 3 PEAK-1 study is evaluating the same combination in the same patient population.
An unprecedented

Arcus Presents New Data from ARC-20 that Demonstrate the Opportunity for Casdatifan to Become a Foundational Treatment Across All Lines of Therapy in Kidney Cancer

Tue, 20 Oct 2026 08:30:00 -0400

Progression-free survival (PFS) for casdatifan plus anti-PD-1 in the first-line (1L) setting exceeded third-party benchmarks* for the approved anti-PD-1 plus anti-CTLA-4 regimen (ipilimumab plus nivolumab) and is similar to benchmarks for approved anti-PD-1 plus TKI regimens; the Phase 3 PEAK-20 study evaluating casdatifan plus ipilimumab and nivolumab is on track to start by year-end.
PFS and overall survival (OS) in the second-line (2L) cohort evaluating casdatifan plus cabozantinib substantially exceeded benchmarks for cabozantinib monotherapy, including in patients who had previously progressed on TKIs; the ongoing Phase 3 PEAK-1 study is evaluating the same combination in the same patient population.
An unprecedented

William Blair Starts Arcus Biosciences (RCUS) at Outperform

Fri, 16 Oct 2026 03:14:40 -0400

William Blair analyst Alethia Young initiates coverage on Arcus Biosciences (NYSE: RCUS) with a Outperform rating.

The analyst comments: “We are initiating coverage of Arcus Biosciences with an Outperform rating and a DCF valuation of $50 per share. Arcus (RCUS) is a clinical-stage small-molecule company whose lead asset, casdatifan, is a next-generation HIF-2α inhibitor for clear cell RCC (ccRCC). HIF-2α is a validated target, as Welireg (belzutifan) was approved in 2023 for ccRCC. About 80% of ccRCC tumors (~31K patients across all lines) are sensitive to HIF-2α inhibition.

We think casdatifan has best-in-class potential in RCC. Arcus's development plans span all lines

William Blair Starts Arcus Biosciences (RCUS) at Outperform

Fri, 16 Oct 2026 03:14:40 -0400

William Blair analyst Alethia Young initiates coverage on Arcus Biosciences (NYSE: RCUS) with a Outperform rating.

We think casdatifan has best-in-class potential in RCC. Arcus's development plans span all lines

JPMorgan Starts Arcus Biosciences (RCUS) at Overweight

Wed, 14 Oct 2026 02:51:26 -0400

JPMorgan analyst Priyanka Grover initiates coverage on Arcus Biosciences (NYSE: RCUS) with a Overweight rating and a price target of $41.00.

The analyst comments: “Our Overweight thesis centers on casdatifan, Arcus’s once-daily oral HIF-2α inhibitor for clear cell renal cell carcinoma (ccRCC), transitioning from a late-line monotherapy signal into a credible multi line backbone strategy. Our model assumes worldwide unadjusted peak sales of ~$4B by 2035, including ~$3.6B in the U.S. across treatment settings. The clinical profile appears differentiated within HIF-2α-directed renal cancer, with ARC-20 100 mg once-daily tablet cohort showing median PFS of 15.1 months and confirmed ORR of 45%

JPMorgan Starts Arcus Biosciences (RCUS) at Overweight

Wed, 14 Oct 2026 02:51:26 -0400

JPMorgan analyst Priyanka Grover initiates coverage on Arcus Biosciences (NYSE: RCUS) with a Overweight rating and a price target of $41.00.

Arcus Biosciences Announces New Employment Inducement Grants

Fri, 09 Oct 2026 16:35:00 -0400

HAYWARD, Calif.--(BUSINESS WIRE)-- Arcus Biosciences, Inc. (NYSE:RCUS), a clinical-stage, global biopharmaceutical company focused on developing differentiated molecules and combination therapies for the treatment of cancer and inflammatory diseases, today announced that the Compensation Committee of the Company’s Board of Directors granted 2 new employees options to purchase a total of 9,150 shares of the Company’s common stock at an exercise price per share of $23.83, which was the closing price on October 8, 2026, and restricted stock units to acquire a total of 4,600 shares of the Company’s common stock. The equity awards were granted pursuant

Arcus Biosciences Announces New Employment Inducement Grants

Fri, 09 Oct 2026 16:35:00 -0400

Form CT ORDER Arcus Biosciences, Inc.

Mon, 28 Sep 2026 14:21:00 -0400

si-local-file:///var/storage/secattach/20260928/27113523.html

Arcus Biosciences Announces New Employment Inducement Grants

Thu, 24 Sep 2026 16:35:00 -0400

HAYWARD, Calif.--(BUSINESS WIRE)-- Arcus Biosciences, Inc. (NYSE:RCUS), a clinical-stage, global biopharmaceutical company focused on developing differentiated molecules and combination therapies for the treatment of cancer and inflammatory diseases, today announced that the Compensation Committee of the Company’s Board of Directors granted four new employees options to purchase a total of 21,200 shares of the Company’s common stock at an exercise price per share of $26.39, which was the closing price on September 23, 2026, and restricted stock units to acquire a total of 10,650 shares of the Company’s common stock. The equity awards were granted pursuant

Arcus Biosciences Announces New Employment Inducement Grants

Thu, 24 Sep 2026 16:35:00 -0400

HAYWARD, Calif.--(BUSINESS WIRE)-- Arcus Biosciences, Inc. (NYSE:RCUS), a clinical-stage, global biopharmaceutical company focused on developing differentiated molecules and combination therapies for the treatment of cancer and inflammatory diseases, today announced that the Compensation Committee of the Company’s Board of Directors granted four new employees options to purchase a total of 21,200 shares of the Company’s common stock at an exercise price per share of $26.39, which was the closing price on September 23, 2026, and restricted stock units to acquire a total of 10,650 shares of the Company’s common stock. The equity awards were granted pursuant

Arcus Biosciences to Host Investor Event Featuring New Data for Casdatifan as a Treatment for Kidney Cancer Across Multiple Lines of Therapy

Tue, 22 Sep 2026 08:30:00 -0400

The event will highlight new data from the ARC-20 platform study, which is evaluating casdatifan, a next-generation HIF-2α inhibitor, alone or in combination, as a first-, second- and late-line treatment for clear cell renal cell carcinoma (ccRCC). Featured presenters will include members

Arcus Biosciences to Host Investor Event Featuring New Data for Casdatifan as a Treatment for Kidney Cancer Across Multiple Lines of Therapy

Tue, 22 Sep 2026 08:30:00 -0400

Arcus Biosciences (RCUS) Reiterated at Overweight by Cantor Fitzgerald

Tue, 22 Sep 2026 08:13:32 -0400

Cantor Fitzgerald analyst Li Watsek reiterated an Overweight rating on Arcus Biosciences (NYSE: RCUS).

The analyst commented, "Following Merck’s failed Phase 3 LITESPARK-012 trial — evaluating the HIF-2α inhibitor belzutifan plus lenvatinib and pembrolizumab versus lenvatinib and pembrolizumab in 1L RCC (renal cell carcinoma) — investor debate has centered on the implications for RCUS’ probability-of-success in the same setting. The readthrough will depend largely on the detailed LITESPARK-012 data presented at ESMO. A “near miss,” particularly if driven by lenvatinibrelated toxicity, would be viewed as positive for RCUS. By contrast, evidence that HIF-2α biology is less-relevant (HR close to 1) in

TD Cowen Starts Arcus Biosciences (RCUS) at Buy

Wed, 16 Sep 2026 05:30:05 -0400

TD Cowen analyst Tara Bancroft initiates coverage on Arcus Biosciences (NYSE: RCUS) with a Buy rating.

The analyst comments "Cas could become the preferred HIF-2αi in RCC given its better target engagement vs Welireg and 15.1-month mPFS vs Welireg's 5.6-months. In October, a 15-month mPFS for cas + cabo in 2L, a <20-30% primary progression rate for 1L cas+zim+/-ipi, and a signal of OS benefit for cas mono would derisk Phase III's and enable cas to dominate across every line in the $10B+ RCC market. Initiate at Buy."

For an analyst ratings summary and ratings history on Arcus Biosciences click here.

TD Cowen Starts Arcus Biosciences (RCUS) at Buy

Wed, 16 Sep 2026 05:30:05 -0400

TD Cowen analyst Tara Bancroft initiates coverage on Arcus Biosciences (NYSE: RCUS) with a Buy rating.

For an analyst ratings summary and ratings history on Arcus Biosciences click here.

Arcus Biosciences (RCUS) Reiterated at Overweight by Cantor Fitzgerald After CFO Chat

Fri, 11 Sep 2026 07:03:52 -0400

Cantor Fitzgerald analyst Li Watsek reiterated an Overweight rating on Arcus Biosciences (NYSE: RCUS).

The analyst commented, "We hosted Arcus CFO Bob Goeltz and VP of IR and Strategy Pia Eaves for an investor breakfast and fireside chat at our Cantor Health Care Conference in NYC yesterday (9/10). Most of our discussion focused on Arcus' upcoming investor event on HIF-2a inhibitor casdatifan in clear cell renal cell carcinoma (ccRCC). Updated casdatifan data across 1L/2L/later-line ccRCC from the Ph2 ARC-20 study will be presented on 10/20. Management emphasized three key points to focus on in its data update next month: data that