Arcellx (NASDAQ:ACLX) Stock Rating Lowered by Robert W. Baird

Arcellx (NASDAQ:ACLX) was downgraded by investment analysts at Robert W. Baird from a “strong-buy” rating to a “hold” rating in a research report issued on Monday,Zacks.com reports.

Several other analysts have also recently commented on the company. Rothschild & Co Redburn cut Arcellx from a “buy” rating to a “neutral” rating and set a $82.00 price target for the company. in a research report on Thursday, February 12th. Guggenheim reaffirmed a “buy” rating on shares of Arcellx in a report on Monday, November 24th. Evercore set a $115.00 price target on shares of Arcellx in a research report on Monday. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Arcellx in a research note on Wednesday, January 21st. Finally, Stifel Nicolaus set a $115.00 target price on shares of Arcellx in a research note on Monday. Three analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the company has an average rating of “Hold” and an average target price of $111.29.

Arcellx Trading Up 77.4%

ACLX stock opened at $113.75 on Monday. Arcellx has a 12-month low of $47.86 and a 12-month high of $114.26. The business’s 50-day moving average is $67.89 and its 200 day moving average is $75.07. The stock has a market cap of $6.58 billion, a price-to-earnings ratio of -28.94 and a beta of 0.36.

Insider Transactions at Arcellx

In other Arcellx news, insider Christopher Heery sold 5,882 shares of the firm’s stock in a transaction on Wednesday, January 14th. The stock was sold at an average price of $68.51, for a total transaction of $402,975.82. Following the completion of the sale, the insider owned 23,749 shares of the company’s stock, valued at $1,627,043.99. This trade represents a 19.85% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Insiders sold a total of 19,450 shares of company stock worth $1,283,477 over the last ninety days. 8.35% of the stock is owned by company insiders.

Hedge Funds Weigh In On Arcellx

Hedge funds have recently modified their holdings of the business. MAI Capital Management acquired a new stake in shares of Arcellx during the 3rd quarter worth about $26,000. CWM LLC lifted its position in Arcellx by 267.0% in the third quarter. CWM LLC now owns 345 shares of the company’s stock valued at $28,000 after buying an additional 251 shares during the last quarter. State of Wyoming acquired a new stake in shares of Arcellx during the second quarter valued at about $28,000. Ramirez Asset Management Inc. purchased a new stake in shares of Arcellx in the 3rd quarter valued at approximately $41,000. Finally, PNC Financial Services Group Inc. lifted its holdings in shares of Arcellx by 183.4% in the 2nd quarter. PNC Financial Services Group Inc. now owns 751 shares of the company’s stock worth $49,000 after acquiring an additional 486 shares during the last quarter. 96.03% of the stock is currently owned by hedge funds and other institutional investors.

More Arcellx News

Here are the key news stories impacting Arcellx this week:

• Positive Sentiment: Acquisition announcement — Gilead agreed to acquire Arcellx for $115 cash per share plus a $5 CVR (implied equity value ~$7.8B). This takeover premium explains the sharp upward move and converts future biotech risk into a near‑term cash outcome for shareholders. Gilead Sciences to Acquire Arcellx (Business Wire)
• Positive Sentiment: Strategic rationale — Coverage explains what Gilead gets (Anito‑cel and related assets) and why the deal fits Gilead’s oncology push, supporting the acquisition premium investors priced in. What Gilead Is Getting (Seeking Alpha)
• Neutral Sentiment: Analyst/coverage context — Wells Fargo reaffirmed an “equal weight” rating and a $115 price target (effectively aligned with the cash offer), signaling limited upside beyond the deal price for remaining arbitrage. Wells Fargo rating/target (The Fly)
• Neutral Sentiment: Market commentary — Broad coverage (Reuters/Investopedia/WSJ) recounts the deal and the market reaction; useful for context but unlikely to change deal economics. Gilead to acquire Arcellx (Reuters)
• Negative Sentiment: Shareholder investigations — Multiple law firms have launched probes into whether Arcellx’s sale process and price were fair to public shareholders (Monteverde, Ademi, Halper Sadeh, etc.), which could lead to litigation, delays or demands for higher consideration. Monteverde shareholder alert (PR Newswire)
• Negative Sentiment: Analyst downgrade — Needham cut ACLX from Buy to Hold, which can temper post‑deal sentiment among some buy‑side investors. Needham downgrade (The Fly)
• Negative Sentiment: Prior institutional selling — Perceptive Advisors disclosed a large fourth‑quarter sale of ACLX shares before the deal, a reminder some holders trimmed exposure; combined with litigation risk this could sustain selling pressure from certain shareholders. Perceptive Advisors share sale (Motley Fool)

About Arcellx

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.