
Arcellx (ACLX) Stock Forecast & Price Target
Arcellx (ACLX) Analyst Ratings
Bulls say
Arcellx Inc. demonstrates robust growth potential, evidenced by a 32% quarter-over-quarter average increase in Carvykti sales over the past 12 quarters, highlighting the commercial viability of its products. The increasing accessibility of CAR T therapies, as shown by the rise in community physicians capable of dosing from 29% to 47%, suggests a broader adoption and market penetration for their innovative treatments. Furthermore, with projections estimating the BCMA CAR T market expansion from approximately $2.2 billion in 2025 to about $11.5 billion by 2035, Arcellx is well-positioned to capture significant market share, particularly if its lead candidate, anito-cel, receives approval and showcases its differentiated safety profile in future trials.
Bears say
Arcellx faces a challenging outlook due to conservative sales estimates that fall significantly below market consensus, reflecting a projected 2035 sales figure of $11.5 billion for CAR T therapies in multiple myeloma, compared to the $16.5 billion consensus estimate. The company is also susceptible to execution risks within its drug pipeline, compounded by potential regulatory hurdles related to drug pricing, which could exacerbate financial pressures. Additionally, the overall health of the capital markets for biotechnology funding raises concerns about Arcellx’s ability to secure necessary financial support amid a competitive landscape.
This aggregate rating is based on analysts' research of Arcellx and is not a guaranteed prediction by Public.com or investment advice.
Arcellx (ACLX) Analyst Forecast & Price Prediction
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