Arcellx’s (ACLX) Equal Weight Rating Reaffirmed at Wells Fargo & Company

Arcellx (NASDAQ:ACLX)‘s stock had its “equal weight” rating restated by analysts at Wells Fargo & Company in a research note issued on Monday,Benzinga reports. They presently have a $115.00 price objective on the stock. Wells Fargo & Company‘s price objective would suggest a potential upside of 0.87% from the company’s previous close.

A number of other research firms have also recently weighed in on ACLX. UBS Group initiated coverage on shares of Arcellx in a report on Wednesday, January 7th. They issued a “buy” rating for the company. Wolfe Research began coverage on Arcellx in a research note on Tuesday, November 18th. They issued a “peer perform” rating for the company. Citigroup reaffirmed a “buy” rating on shares of Arcellx in a report on Monday, November 24th. Needham & Company LLC restated a “buy” rating and issued a $105.00 price objective on shares of Arcellx in a research report on Thursday, February 5th. Finally, Canaccord Genuity Group reiterated a “buy” rating and set a $130.00 target price on shares of Arcellx in a research report on Monday, December 8th. Eight analysts have rated the stock with a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $110.70.

Arcellx Stock Performance

Shares of ACLX opened at $114.01 on Monday. The business’s 50-day moving average is $66.98 and its two-hundred day moving average is $74.77. The company has a market capitalization of $6.59 billion, a P/E ratio of -29.01 and a beta of 0.36. Arcellx has a fifty-two week low of $47.86 and a fifty-two week high of $114.37.

Insiders Place Their Bets

In other Arcellx news, insider Christopher Heery sold 7,437 shares of the business’s stock in a transaction dated Tuesday, January 13th. The shares were sold at an average price of $65.51, for a total value of $487,197.87. Following the transaction, the insider directly owned 29,631 shares in the company, valued at $1,941,126.81. The trade was a 20.06% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Over the last 90 days, insiders have sold 19,450 shares of company stock valued at $1,283,477. Company insiders own 8.35% of the company’s stock.

Hedge Funds Weigh In On Arcellx

Hedge funds and other institutional investors have recently bought and sold shares of the company. T. Rowe Price Investment Management Inc. lifted its position in shares of Arcellx by 66.2% during the fourth quarter. T. Rowe Price Investment Management Inc. now owns 10,560,425 shares of the company’s stock worth $688,540,000 after purchasing an additional 4,208,069 shares in the last quarter. Paradigm Biocapital Advisors LP boosted its position in Arcellx by 23.1% in the 4th quarter. Paradigm Biocapital Advisors LP now owns 5,724,016 shares of the company’s stock valued at $373,206,000 after buying an additional 1,075,000 shares during the period. Vanguard Group Inc. grew its stake in shares of Arcellx by 4.5% in the fourth quarter. Vanguard Group Inc. now owns 4,081,519 shares of the company’s stock worth $266,115,000 after acquiring an additional 174,432 shares in the last quarter. Vestal Point Capital LP raised its stake in shares of Arcellx by 134.0% in the fourth quarter. Vestal Point Capital LP now owns 2,925,000 shares of the company’s stock valued at $190,710,000 after acquiring an additional 1,675,000 shares in the last quarter. Finally, State Street Corp boosted its holdings in Arcellx by 31.0% in the fourth quarter. State Street Corp now owns 1,998,503 shares of the company’s stock valued at $130,302,000 after purchasing an additional 472,476 shares during the period. 96.03% of the stock is currently owned by hedge funds and other institutional investors.

Key Stories Impacting Arcellx

Here are the key news stories impacting Arcellx this week:

• Positive Sentiment: Gilead agreed to buy Arcellx for $115 per share in cash plus a $5 contingent value right (CVR), valuing the company at about $7.8 billion — a deal that triggered the pre-market rally because it provides a clear, immediate cash exit for ACLX shareholders and validates Arcellx’s Anito‑cel program. Gilead Sciences to Acquire Arcellx to Maximize Long-term Potential of Anito-cel
• Positive Sentiment: Strategic rationale: Gilead is buying Arcellx to strengthen its oncology portfolio and capture the long‑term potential of Anito‑cel, which investors interpret as product and pipeline validation that supports a takeover premium. Gilead Sciences to Buy Arcellx in Deal Valued at $7.8 Billion
• Neutral Sentiment: Deal mechanics: the headline $115 cash + $5 CVR structure is milestone‑linked (CVR pays only if targets are met); closing is subject to customary conditions — meaning final payoff to shareholders depends on future milestones and regulatory approvals. Gilead to acquire cancer therapy developer Arcellx for up to $7.8 billion
• Neutral Sentiment: Market reaction context: multiple outlets report a very large pre-market spike after the announcement; intraday trading has since normalized/pulled back as investors digest the terms and potential timing for closing. Why did ACLX stock surge 80% in pre-market today?
• Negative Sentiment: A shareholder law firm (Halper Sadeh LLC) has opened an investigation into whether the $115 + $5 CVR package is a fair price for Arcellx shareholders, introducing the possibility of litigation or pushback that could complicate or delay the deal. ACLX Stock Alert: Halper Sadeh LLC is Investigating Whether Arcellx, Inc. is Obtaining a Fair Price for its Shareholders
• Negative Sentiment: Pre-deal selling by large holders (Perceptive Advisors sold roughly 1M shares in Q4) and recent competitive/rival drug developments had pressured the stock earlier — factors that could influence shareholder sentiment about the adequacy of the offer. $80 Million Arcellx Sale Follows Steep Stock Drop as Rival Drug Emerges

Arcellx Company Profile

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.