ACLX Earnings
Thursday, May 07 2026
EPS Estimate
$-1.02
$-1.11 – $-0.95
Revenue Estimate
$6M
Current Price
$114.98
Our Position
neutral · highGilead acquires Arcellx for $115 plus $5 CVR per share
structured data
est. revisions falling
(-7.7pp / 30d)
Once the deal closes, ACLX ceases to exist as a public company and is absorbed into Gilead. The analyst downgrades reflect the reality that ACLX shareholders now have limited upside — the deal price is effectively the exit for equity investors, and the contingent value right represents the only remaining lever. This is a liquidity event, not a growth catalyst.
Watch: Monitor deal closure timeline and any regulatory hurdles that could delay or block the transaction. If the CVR conditions aren't met, shareholders lose that $5 kicker — watch for updates on the milestones tied to it.
Data Signal Summary
0 bullish
3 bearish
Insider selling cluster
Put/call 2.0 (bearish skew)
Price downtrend
Key Context
Insider Activity
selling
Price Trend
downtrend
From 52w High
-0.1%
Est. Revisions (30d)
-0.1% 3up/0dn
Analyst Target (mean)
$113 $82–$120 -2%
Options P/C Ratio
2.02 0C/1P unusual
Est. Dispersion
16% 4 analysts
Insider Cluster
strong sell
Fund Convergence
moderate Citadel, D.E. Shaw
Recent Activity
insider trades
96 transactions
Other
·
GILSON MICHELLE (Chief Financial Officer)
·5,000 shares
Other
·
ELGHANDOUR RAMI (Chief Executive Officer)
·101,164 shares
Sell
·
ELGHANDOUR RAMI (Chief Executive Officer)
·89,916 shares
·$10,243,267
Sell
·
GILSON MICHELLE (Chief Financial Officer)
·11,219 shares
·$1,276,954
Sell
·
GILSON MICHELLE (Chief Financial Officer)
·8,384 shares
·$572,568
91 more
Sell
·
GILSON MICHELLE
·11,291 shr
·$784,783
Other
·
ELGHANDOUR RAMI
·218,500 shr
Other
·
ELGHANDOUR RAMI
·198,000 shr
Sell
·
LUBNER DAVID CHARLES
·6,000 shr
·$450,000
Exercise
·
LUBNER DAVID CHARLES
·6,000 shr
·$37,680
Sell
·
HEERY CHRISTOPHER RYAN
·5,882 shr
·$402,997
Sell
·
HEERY CHRISTOPHER RYAN
·7,437 shr
·$487,213
Sell
·
HEERY CHRISTOPHER RYAN
·6,131 shr
·$393,286
Other
·
ELGHANDOUR RAMI
·164,548 shr
Other
·
HEERY CHRISTOPHER RYAN
·42,605 shr
Other
·
GILSON MICHELLE
·56,366 shr
Sell
·
HEERY CHRISTOPHER RYAN
·340 shr
·$30,600
Sell
·
GILSON MICHELLE
·5,364 shr
·$488,315
Sell
·
GILSON MICHELLE
·5,946 shr
·$511,603
Sell
·
HEERY CHRISTOPHER RYAN
·21,034 shr
·$1,709,723
Sell
·
HEERY CHRISTOPHER RYAN
·73 shr
·$5,852
Sell
·
HEERY CHRISTOPHER RYAN
·12,396 shr
·$993,155
Sell
·
HEERY CHRISTOPHER RYAN
·3,643 shr
·$291,468
Sell
·
PATEL KAVITA K
·1,500 shr
·$101,040
Exercise
·
PATEL KAVITA K
·1,500 shr
·$9,990
Sell
·
GILSON MICHELLE
·12,235 shr
·$784,777
Other
·
GILSON MICHELLE
·22,429 shr
Sell
·
PATEL KAVITA K
·1,500 shr
·$87,645
Sell
·
PATEL KAVITA K
·1,500 shr
·$96,300
Sell
·
PATEL KAVITA K
·1,500 shr
·$86,250
Sell
·
PATEL KAVITA K
·1,500 shr
·$107,460
Award
·
ELGHANDOUR RAMI
·1,015,671 shr
Sell
·
ELGHANDOUR RAMI
·38,300 shr
·$2,375,517
Sell
·
PATEL KAVITA K
·1,500 shr
·$94,740
Sell
·
HEERY CHRISTOPHER RYAN
·10,155 shr
·$647,773
Other
·
ELGHANDOUR RAMI
·70,211 shr
Other
·
HEERY CHRISTOPHER RYAN
·22,556 shr
Sell
·
PATEL KAVITA K
·1,500 shr
·$96,855
Sell
·
PATEL KAVITA K
·1,500 shr
·$98,801
Sell
·
ELGHANDOUR RAMI
·30,311 shr
·$2,263,942
Sell
·
HEERY CHRISTOPHER RYAN
·7,783 shr
·$581,316
Sell
·
GILSON MICHELLE
·18,009 shr
·$1,355,024
Sell
·
ELGHANDOUR RAMI
·28,633 shr
·$2,244,896
Sell
·
ELGHANDOUR RAMI
·30,223 shr
·$2,368,198
Sell
·
HEERY CHRISTOPHER RYAN
·6,362 shr
·$498,796
Sell
·
HEERY CHRISTOPHER RYAN
·5,950 shr
·$466,227
Sell
·
GILSON MICHELLE
·10,604 shr
·$831,379
Sell
·
GILSON MICHELLE
·11,243 shr
·$880,974
Other
·
ELGHANDOUR RAMI
·108,556 shr
Other
·
HEERY CHRISTOPHER RYAN
·29,540 shr
Other
·
GILSON MICHELLE
·35,834 shr
Sell
·
PATEL KAVITA K
·1,500 shr
·$115,451
Sell
·
PATEL KAVITA K
·1,500 shr
·$137,818
Exercise
·
GILSON MICHELLE
·3,000 shr
·$25,980
Sell
·
GILSON MICHELLE
·1,761 shr
·$156,508
Sell
·
PATEL KAVITA K
·1,500 shr
·$159,495
Sell
·
PATEL KAVITA K
·57,479 shr
·$5,971,809
Exercise
·
PATEL KAVITA K
·57,479 shr
·$724,959
Sell
·
GILSON MICHELLE
·12,354 shr
·$1,242,170
Exercise
·
GILSON MICHELLE
·7,200 shr
·$62,352
Sell
·
PATEL KAVITA K
·1,500 shr
·$134,535
Sell
·
PATEL KAVITA K
·1,500 shr
·$123,360
Sell
·
GILSON MICHELLE
·15,000 shr
·$1,165,880
Exercise
·
GILSON MICHELLE
·15,000 shr
·$129,900
Sell
·
PATEL KAVITA K
·1,500 shr
·$111,615
Sell
·
HEERY CHRISTOPHER RYAN
·3,421 shr
·$239,526
Exercise
·
HEERY CHRISTOPHER RYAN
·3,421 shr
·$51,315
Sell
·
HEERY CHRISTOPHER RYAN
·27,451 shr
·$1,840,053
Exercise
·
HEERY CHRISTOPHER RYAN
·27,451 shr
·$364,232
Sell
·
HEERY CHRISTOPHER RYAN
·21,684 shr
·$1,542,274
Exercise
·
HEERY CHRISTOPHER RYAN
·21,684 shr
·$325,260
Sell
·
PATEL KAVITA K
·1,500 shr
·$98,820
Sell
·
HEERY CHRISTOPHER RYAN
·5,450 shr
·$354,526
Exercise
·
HEERY CHRISTOPHER RYAN
·5,450 shr
·$34,226
Sell
·
HEERY CHRISTOPHER RYAN
·20,000 shr
·$1,208,435
Exercise
·
HEERY CHRISTOPHER RYAN
·20,000 shr
·$218,764
Sell
·
PATEL KAVITA K
·1,500 shr
·$92,949
Sell
·
HEERY CHRISTOPHER RYAN
·10,901 shr
·$711,854
Exercise
·
HEERY CHRISTOPHER RYAN
·10,901 shr
·$68,458
Sell
·
HEERY CHRISTOPHER RYAN
·5,451 shr
·$327,477
Exercise
·
HEERY CHRISTOPHER RYAN
·5,451 shr
·$34,232
Sell
·
PATEL KAVITA K
·1,500 shr
·$84,947
Sell
·
HEERY CHRISTOPHER RYAN
·20,000 shr
·$1,107,763
Exercise
·
HEERY CHRISTOPHER RYAN
·20,000 shr
·$238,646
Sell
·
PATEL KAVITA K
·10,000 shr
·$542,656
Exercise
·
PATEL KAVITA K
·10,000 shr
·$66,600
Sell
·
GILSON MICHELLE
·12,877 shr
·$691,519
Sell
·
HEERY CHRISTOPHER RYAN
·20,000 shr
·$1,102,668
Exercise
·
HEERY CHRISTOPHER RYAN
·20,000 shr
·$230,554
Sell
·
GILSON MICHELLE
·12,121 shr
·$614,656
Other
·
GILSON MICHELLE
·22,428 shr
Sell
·
HEERY CHRISTOPHER RYAN
·18,168 shr
·$932,557
Exercise
·
HEERY CHRISTOPHER RYAN
·18,168 shr
·$114,095
Sell
·
WARE OLIVIA C
·9,402 shr
·$522,260
Exercise
·
WARE OLIVIA C
·9,402 shr
·$71,549
Exercise
·
GILSON MICHELLE
·38,110 shr
·$330,033
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