Arcellx, Inc. (ACLX)

In the past six months, ACLX trended down by 3.96%. Over the last 12 months, the stock's price decreased by 10.10%, but increased by 8.88% in the past month. Arcellx's stock closed down approximately 17% after Kelonia Therapeutics released early-stage results from a trial of a competing CAR-T therapy. Arcellx announced positive data for its iMMagine-1 study in patients with relapsed and/or refractory multiple myeloma. The company hosted an Investor Relations Event during the 67th ASH Annual Meeting and Exposition. Arcellx reported its third-quarter financial results, missing analysts' consensus estimates. Christopher Heery, an insider, sold shares on January 13, 2026, January 12, 2026, and November 17, 2025. The average 1-year price target among brokers is $112.22, and Arcellx has an average rating of "Moderate Buy" from twelve brokerages.

The demand for Arcellx's products and services is primarily driven by medical need, disease prevalence, and regulatory approvals, rather than seasonal factors. There is no indication of demand seasonality for Arcellx's products or services.

Arcellx, Inc. is a clinical-stage biotechnology company focused on developing cell therapies for cancer and other incurable diseases. The company's core business revolves around its D-Domain Affinity Protein T-cell (DAPTI™) platform and Antigen Receptor Complex T cell (ARC-T) therapies. Its lead product candidate, anitocabtagene autoleucel, is in Phase 2 clinical trials for relapsed or refractory multiple myeloma and has received multiple designations from the FDA. Other product candidates include ACLX-001, ACLX-002, and ACLX-003, targeting various hematological malignancies, as well as programs for solid tumors.

Arcellx, Inc. is headquartered in Gaithersburg, Maryland, United States. The company intends to expand its market reach into new territories, including Europe and Asia. Its strategic alliance with Kite Pharma, Inc. suggests a broader potential market reach.

Arcellx's brand reputation has been shaped by its clinical trial progress and strategic partnerships. Positive data from the iMMagine-1 study for anitocabtagene autoleucel has bolstered its reputation. The strategic partnership with Kite Pharma, Inc. enhances Arcellx's credibility and market potential. The average "Moderate Buy" rating from analysts and an average 1-year price target of over $112 suggest a generally positive outlook. A stock drop following early-stage results from a competitor briefly impacted market perception, but analysts downplayed the threat.

Arcellx, Inc. has significant institutional ownership, with 481 institutional owners and shareholders holding a total of 69,503,998 shares, ranging from approximately 82.8% to 109.09% of the company. Major institutional owners include Gilead Sciences Inc., T. Rowe Price Investment Management, Inc., Fmr Llc, Paradigm Biocapital Advisors LP, Vanguard Group Inc, BlackRock, Inc., NEA Management Company, LLC, Ra Capital Management, L.p., Perceptive Advisors Llc and Sr One Capital Management, Lp.