ACLX

Arcellx, Inc.

Nasdaq · Biological Products, (No Diagnostic Substances) · Inc. DE · CIK 0001786205
Insider Selling Cluster (2 insiders)High Impact Filing (9/10)3 New Institutional Positions
Vol
Inst. Holders7 funds
Inst. Value$586.9M
Inst. Activity3 buys / 1 sells
Insider Activity0B / 2S
Insider Net $-$11.5M
SEC Reports3
Exchange Nasdaq·Sector Biological Products, (No Diagnostic Substances)·Inc. DE·CIK 0001786205

Recent Activity

May 20, 2026 earnings_calendar
ACLX Q1 2026 Earnings After Market Close — 2026-05-20
Apr 28, 2026 SEC
Arcellx, Inc. (ACLX) has been involuntarily delisted from Nasdaq, with the exchange filing a Form 25-NSE to remove the c
25-NSE — Impact 9/10
Apr 28, 2026 Insider
Elghandour Rami sold 174,887 shares
SEE REMARKS @ $0.00 ($0.00)
Apr 28, 2026 Insider
Elghandour Rami sold 1,068,005 shares
SEE REMARKS @ $0.00 ($0.00)
Apr 28, 2026 Insider
Elghandour Rami sold 55,459 shares
SEE REMARKS @ $0.00 ($0.00)
Apr 24, 2026 SEC
Arcellx filed an amended 10-K/A to include Part III disclosures (director and executive compensation, ownership, and rel
10-K/A — Impact 2/10
Feb 28, 2026 SEC
Two corporate insiders at Arcellx, Inc. (ACLX) sold shares in the past week, including CFO Michelle Gilson, who sold ove
CLUSTER — Impact 7/10
Inst.
FMR LLC — TRIM
3,563,728 shares ($232.4M)

Price Targets

Historical data — last covering-analyst action Feb 2026. No current recommendation available.
$112.20 (Feb 2026)
Current $115.07 Low $82.00 Median $115.00 High $120.00 10 analysts
$82.00 $120.00

Analyst Ratings

Historical distribution0% buy · 14 analysts · last covering-analyst action Feb 2026
0Strong Buy
0Buy
11Hold
1Sell
2Strong Sell
Historical Analyst Actions
DateFirmActionRating
Feb 26, 2026 Guggenheim DOWNGRADE Buy → Neutral
Feb 24, 2026 Truist Securities DOWNGRADE Buy → Hold
Feb 24, 2026 Evercore ISI Group DOWNGRADE Outperform → In-Line
Feb 24, 2026 UBS DOWNGRADE Buy → Neutral
Feb 24, 2026 Citigroup DOWNGRADE Buy → Neutral

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $-1.02 $-1.11 — $-0.95 10% YoY 4
Next Q $-1.06 $-1.19 — $-0.96 -13% YoY 3
Current FY $-4.22 $-4.77 — $-3.85 -4% YoY 5
Next FY $-1.48 ▲ +14.5% $-4.47 — $1.95 65% YoY 8

Latest Reports

BEARISH 25-NSE 9/10
Arcellx, Inc. (ACLX) has been involuntarily delisted from Nasdaq, with the exchange filing a Form 25-NSE to remove the c
Apr 28, 2026
NEUTRAL 10-K/A 2/10
Arcellx filed an amended 10-K/A to include Part III disclosures (director and executive compensation, ownership, and rel
Apr 24, 2026

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$266.1M—
FMR LLC$232.4MTRIM
MORGAN STANLEY$33.8MTRIM
BANK OF AMERICA CORP$27.9MDOUBLED
CHARLES SCHWAB INVESTMENT MANAGEMENT$22.2MNEW

Recent Insider Trades

DateInsiderTypeValue
Apr 28, 2026Elghandour RamiU$0.00
Apr 28, 2026Elghandour RamiD$0.00
Apr 28, 2026Elghandour RamiD$0.00
Apr 28, 2026Elghandour RamiA$0.00
Apr 28, 2026Elghandour RamiD$0.00
7 institutional holders with $586.9M total value (9,002,200 shares) as of 2025-Q4. Top holders: VANGUARD, FMR, MORGAN. Net buying activity: 3 institutions added/increased vs 1 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC4,081,519$266.1M45.3%—
2FMR LLC3,563,728$232.4M39.6%TRIM -38.1%
3MORGAN STANLEY518,404$33.8M5.8%TRIM -25.2%
4BANK OF AMERICA CORP /DE/427,769$27.9M4.8%DOUBLED +149.8%
5CHARLES SCHWAB INVESTMENT MANAGEMENT INC339,813$22.2M3.8%NEW
6WELLS FARGO & COMPANY/MN54,260$3.5M0.6%ADD +57.6%
7NORGES BANK16,707$1.1M0.2%NEW

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
FMR LLCTRIM5,761,3173,563,728-38.1%$232.4M2025-Q4
BANK OF AMERICA CORP /DE/DOUBLED171,235427,769+149.8%$27.9M2025-Q4
WELLS FARGO & COMPANY/MNADD34,42654,260+57.6%$3.5M2025-Q4
NORGES BANKNEW—16,707—$1.1M2025-Q4
UBS Group AGADD148,917189,376+27.2%$15.5M2025-Q3
BANK OF AMERICA CORP /DE/TRIM262,355171,235-34.7%$14.1M2025-Q3
NORGES BANKEXIT11,2210-100.0%$0.002025-Q3
BANK OF AMERICA CORP /DE/ADD163,670262,355+60.3%$17.3M2025-Q2
UBS Group AGTRIM209,572148,917-28.9%$9.8M2025-Q2
NORGES BANKNEW—11,221—$738.9K2025-Q2
TWO SIGMA INVESTMENTS, LPEXIT6,9000-100.0%$0.002025-Q2
RENAISSANCE TECHNOLOGIES LLCEXIT68,0000-100.0%$0.002025-Q2
CITADEL ADVISORS LLCDOUBLED97,326789,227+710.9%$51.8M2025-Q1
MORGAN STANLEYTRIM618,117462,333-25.2%$30.3M2025-Q1
RENAISSANCE TECHNOLOGIES LLCADD49,10068,000+38.5%$4.5M2025-Q1
NORGES BANKEXIT27,2510-100.0%$0.002025-Q1
UBS Group AGDOUBLED57,363207,539+261.8%$15.9M2024-Q4
RENAISSANCE TECHNOLOGIES LLCNEW—49,100—$3.8M2024-Q4
NORGES BANKNEW—27,251—$2.1M2024-Q4
WELLS FARGO & COMPANY/MNADD19,63626,638+35.7%$2.0M2024-Q4
MORGAN STANLEYADD545,077757,152+38.9%$63.2M2024-Q3
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW—328,093—$27.4M2024-Q3
10 unique insiders with 2 transactions. Net insider value: -$11.5M ($0.00 bought, $11.5M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Apr 28, 2026Elghandour RamiSEE REMARKSU174,887$0.00$0.00
Apr 28, 2026Elghandour RamiSEE REMARKSD1,068,005$0.00$0.00
Apr 28, 2026Elghandour RamiSEE REMARKSD55,459$0.00$0.00
Apr 28, 2026Elghandour RamiSEE REMARKSA147,745$0.00$0.00
Apr 28, 2026Elghandour RamiSEE REMARKSD147,745$0.00$0.00
Apr 28, 2026Heery ChristopherCHIEF MEDICAL OFFICERU23,749$0.00$0.00
Apr 28, 2026Heery ChristopherCHIEF MEDICAL OFFICERD10,901$0.00$0.00
Apr 28, 2026Heery ChristopherCHIEF MEDICAL OFFICERD13,021$0.00$0.00
Apr 28, 2026Heery ChristopherCHIEF MEDICAL OFFICERA45,138$0.00$0.00
Apr 28, 2026Heery ChristopherCHIEF MEDICAL OFFICERD45,138$0.00$0.00
Apr 28, 2026Gilson MichelleCHIEF FINANCIAL OFFICERU67,048$0.00$0.00
Apr 28, 2026Gilson MichelleCHIEF FINANCIAL OFFICERD40,205$0.00$0.00
Apr 28, 2026Gilson MichelleCHIEF FINANCIAL OFFICERD20,496$0.00$0.00
Apr 28, 2026Gilson MichelleCHIEF FINANCIAL OFFICERA59,028$0.00$0.00
Apr 28, 2026Gilson MichelleCHIEF FINANCIAL OFFICERD59,028$0.00$0.00
Apr 28, 2026Galligan Andrew HDirectorU5,000$0.00$0.00
Apr 28, 2026Galligan Andrew HDirectorD16,829$0.00$0.00
Apr 28, 2026Lubner David CharlesDirectorU21,659$0.00$0.00
Apr 28, 2026Lubner David CharlesDirectorD13,626$0.00$0.00
Apr 28, 2026Myers KristinDirectorD16,829$0.00$0.00
Apr 28, 2026Patel KavitaDirectorD27,077$0.00$0.00
Apr 28, 2026Ware Olivia CDirectorD36,806$0.00$0.00
Apr 28, 2026Behbahani AliDirectorU1,925$0.00$0.00
Apr 28, 2026Behbahani AliDirectorD11,459$0.00$0.00
Apr 28, 2026Carroll JillDirectorU1,479,148$0.00$0.00
Apr 28, 2026Carroll JillDirectorD11,459$0.00$0.00
Apr 16, 2026Gilson MichelleCHIEF FINANCIAL OFFICERM2,110$0.00$0.00
Apr 16, 2026Gilson MichelleCHIEF FINANCIAL OFFICERM2,110$8.66$18.3K
Apr 15, 2026Gilson MichelleCHIEF FINANCIAL OFFICERM36,000$0.00$0.00
Apr 15, 2026Gilson MichelleCHIEF FINANCIAL OFFICERM36,000$8.66$311.8K
Mar 17, 2026Gilson MichelleCHIEF FINANCIAL OFFICERG5,000$0.00$0.00
Feb 27, 2026Elghandour RamiSEE REMARKSSELL89,916$113.92$10.2M
Feb 25, 2026Gilson MichelleCHIEF FINANCIAL OFFICERSELL11,219$113.82$1.3M
Feb 11, 2026Elghandour RamiSEE REMARKSG218,500$0.00$0.00
Feb 11, 2026Elghandour RamiSEE REMARKSG198,000$0.00$0.00
Jan 6, 2026Gilson MichelleCHIEF FINANCIAL OFFICERM20,530$0.00$0.00
Jan 6, 2026Elghandour RamiSEE REMARKSM55,991$0.00$0.00
Jan 3, 2026Elghandour RamiSEE REMARKSM53,098$0.00$0.00
Jan 2, 2026Elghandour RamiSEE REMARKSM55,459$0.00$0.00
3 SEC filing reports analyzed. Sentiment: 0 bullish, 2 bearish, 0 mixed, 1 neutral. Avg impact: 6.0/10.
BEARISH 25-NSE 9/10
Arcellx, Inc. (ACLX) has been involuntarily delisted from Nasdaq, with the exchange filing a Form 25
Apr 28, 2026
NEUTRAL 10-K/A 2/10
Arcellx filed an amended 10-K/A to include Part III disclosures (director and executive compensation
Apr 24, 2026
BEARISH CLUSTER 7/10
Two corporate insiders at Arcellx, Inc. (ACLX) sold shares in the past week, including CFO Michelle
Feb 28, 2026
∅

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Historical analyst distribution (last covering-analyst action Feb 2026): 0% buy across 14 analysts — 0 strong buy, 0 buy, 11 hold, 1 sell, 2 strong sell. No current recommendation available.

Analyst Price Targets

Historical data — last covering-analyst action Feb 2026. No current recommendation available.
$112.20 mean target (Feb 2026)
$82.00 Low $120.00 High
MetricValue
Current Price$115.07
Target Low$82.00
Target Mean$112.20
Target Median$115.00
Target High$120.00
# Analysts10
Recommendation— (no recent coverage)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-03-31
 $-1.02 $-1.11 $-0.95 9.8% -0.1% 3↑ 0↓ $0.0B -15.9% 4
Next Q
2026-06-30
 $-1.06 $-1.19 $-0.96 -13.1% +0.0% 3↑ 0↓ $0.0B 2.6% 3
Current FY
2026-12-31
 $-4.22 $-4.77 $-3.85 -3.6% +0.0% — $0.1B 208.8% 5
Next FY
2027-12-31
 $-1.48 $-4.47 $1.95 64.9% +14.5% 0↑ 1↓ $0.3B 298.6% 8

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$-1.019
7d ago$-1.019
30d ago$-1.018-0.001
60d ago$-1.018-0.001
90d ago$-1.101+0.082
11 analyst firms have rated this stock: 0 upgrades, 11 downgrades, 1 initiations.

Historical Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Feb 26, 2026 Guggenheim DOWNGRADE Buy Neutral
Feb 24, 2026 Truist Securities DOWNGRADE Buy Hold
Feb 24, 2026 Evercore ISI Group DOWNGRADE Outperform In-Line
Feb 24, 2026 UBS DOWNGRADE Buy Neutral
Feb 24, 2026 Citigroup DOWNGRADE Buy Neutral
Feb 24, 2026 Leerink Partners DOWNGRADE Outperform Market Perform
Feb 24, 2026 Stifel DOWNGRADE Buy Hold
Feb 23, 2026 HC Wainwright & Co. DOWNGRADE Buy Neutral
Feb 23, 2026 Baird DOWNGRADE Outperform Neutral
Feb 23, 2026 Needham DOWNGRADE Buy Hold
Feb 23, 2026 Wells Fargo DOWNGRADE Overweight Equal-Weight
Feb 5, 2026 Needham REITERATE Buy Buy
Feb 4, 2026 HC Wainwright & Co. REITERATE Buy Buy
Dec 22, 2025 Wells Fargo INITIATE — Overweight

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
May 1, 20260011120%
Apr 1, 20260020120%
Mar 1, 202626160033%
Feb 1, 202691430088%
Jan 1, 202691430088%
Strong BuyBuyHoldSellStrong Sell
∅

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

∅

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

May 20, 2026
earnings_calendar
ACLX Q1 2026 Earnings After Market Close — 2026-05-20
May 18, 2026
earnings_calendar
ACLX Q1 2026 Earnings After Market Close — 2026-05-18
May 13, 2026
earnings_calendar
ACLX Q1 2026 Earnings After Market Close — 2026-05-13
May 6, 2026
earnings_calendar
ACLX Q1 2026 Earnings After Market Close — 2026-05-06
Apr 29, 2026
short_interest
FTD: ACLX — 13,272 shares ($1.5M) failed to deliver
Settlement: 20260429, Price: $115.07, FTD Value: $1,527,209.04, ARCELLX INC
Mar 4, 2026
short_interest
FTD: ACLX — 4,816 shares ($0.5M) failed to deliver
Settlement: 20260304, Price: $114.05, FTD Value: $549,264.8, ARCELLX INC
Feb 26, 2026
earnings_calendar
ACLX Q4 2025 Earnings After Market Close — 2026-02-26