8-K Announcements
6Material company update
Apr 28, 2026·SEC
Material company update
Feb 23, 2026·SEC
Material company update
Dec 8, 2025·SEC
Arcellx faces a challenging outlook characterized by extreme revenue volatility, as evidenced by a 89.2% year-over-year revenue contraction in 2025Q4 due to its reliance on non-recurring milestone payments. The company's heavy R&D intensity, consistently excee...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue performance remains highly erratic, with a 2025Q4 top-line of $1.7 million reflecting a 89.2% year-over-year decline as the firm struggles to move beyond milestone-dependent income.
Anito-cel could become the clear best-in-class CAR-T therapy in both oncology and autoimmune diseases, with projected revenues exceeding $10 billion.
Preclinical data for Arcellx's D-Domain binder in anito-cel shows no tonic signaling or off-target activity in BCMA-directed CAR T-cell constructs, indicating strong safety and efficacy.
A late-breaking abstract on anito-cel's preclinical data was accepted for presentation at the 2026 Tandem Meetings, highlighting its potential to attract investor and scientific attention.
Trailing total returns as of 9/24/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q1 2026Latest Feb 26, 2026 | -$1.01+0.0% vs -$1.01 | $4M-65.0% vs $13M |
Q4 2025 Nov 5, 2025 | -$0.99-3.1% vs -$0.96 | $5M-60.9% vs $13M |
Q3 2025 Aug 7, 2025 | -$0.94+8.7% vs -$1.03 | $8M-44.9% vs $14M |
Q2 2025 May 8, 2025 | -$1.13-34.5% vs -$0.84 | $8M-36.8% vs $13M |
Benchmark ACLX against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Arcellx, Inc. (ACLX)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $115.07 | $6.73B | -28.27 | -79.35% | -1027.25% | -53.42% | — | |
| $18.45 | $3.41B | -11.53 | 64.04% | -7.21% | -8.7% | — | |
| $115.47 | $9.5B | -31.29 | -16.72% | -285.41% | -21.5% | — | |
| $55.76 | $5.38B | -8.62 | -89.97% | -3368.72% | -24.39% | — | |
| $2.43 | $283.24M | -2.11 | -51.24% | -1941.09% | -65.08% | — | |
| $1.67 | $576.41M | -1.92 | -100% | -3566.68% | -50.04% | — |
Arcellx, Inc. (ACLX) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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Arcellx, Inc. (ACLX) SEC filings — annual & quarterly reports (10-K, 10-Q)
Apr 28, 2026·SEC
Feb 23, 2026·SEC
Dec 8, 2025·SEC
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Arcellx, Inc. (ACLX) stock FAQ — growth, dividends, profitability & financials explained
Arcellx, Inc. (ACLX) reported $22.3M in revenue for fiscal year 2025.
Arcellx, Inc. (ACLX) saw revenue decline by 79.4% over the past year.
Arcellx, Inc. (ACLX) reported a net loss of $228.9M for fiscal year 2025.
Arcellx, Inc. (ACLX) has a return on equity (ROE) of -53.4%. Negative ROE indicates the company is unprofitable.
Arcellx, Inc. (ACLX) had negative free cash flow of $212.6M in fiscal year 2025, likely due to heavy capital investments.