Need To Know: Analysts Are Much More Bullish On Arcellx, Inc. (NASDAQ:ACLX) Revenues
Need To Know: Analysts Are Much More Bullish On Arcellx, Inc. (NASDAQ:ACLX) Revenues
Arcellx, Inc. (NASDAQ:ACLX) shareholders will have a reason to smile today, with the analysts making substantial upgrades to next year's forecasts. The analysts have sharply increased their revenue numbers, with a view that Arcellx will make substantially more sales than they'd previously expected. Investors have been pretty optimistic on Arcellx too, with the stock up 21% to US$55.21 over the past week. It will be interesting to see if today's upgrade is enough to propel the stock even higher.
Arcellx, Inc.(纳斯达克股票代码:ACLX)的股东今天将有理由微笑,分析师大幅上调了明年的预测。分析师大幅增加了收入数字,认为Arcellx的销售额将大大超过他们先前的预期。投资者对Arcellx也相当乐观,该股在过去一周上涨了21%,至55.21美元。看看今天的升级是否足以推动该股进一步走高会很有趣。
After the upgrade, the eleven analysts covering Arcellx are now predicting revenues of US$73m in 2024. If met, this would reflect a huge 55% improvement in sales compared to the last 12 months. Losses are expected to be contained, narrowing 14% per share from last year to US$2.28 per share. Yet before this consensus update, the analysts had been forecasting revenues of US$66m and losses of US$2.40 per share in 2024. We can see there's definitely been a change in sentiment in this update, with the analysts administering a sizeable upgrade to next year's revenue estimates, while at the same time reducing their loss estimates.
上调后,报道Arcellx的11位分析师现在预测2024年的收入为7300万美元。如果得到满足,这将反映出与过去12个月相比,销售额大幅增长了55%。预计亏损将得到控制,每股亏损较去年下降14%,至每股2.28美元。然而,在这份共识更新之前,分析师一直预测2024年的收入为6,600万美元,每股亏损2.40美元。我们可以看到,在这次更新中,人们的情绪肯定发生了变化,分析师大幅上调了明年的收入预期,同时下调了亏损预期。
See our latest analysis for Arcellx
查看我们对 Arcellx 的最新分析
The consensus price target rose 15% to US$60.09, with the analysts encouraged by the higher revenue and lower forecast losses for next year.
共识目标股价上涨15%,至60.09美元,分析师对明年收入增加和预期亏损减少感到鼓舞。
Of course, another way to look at these forecasts is to place them into context against the industry itself. It's pretty clear that there is an expectation that Arcellx's revenue growth will slow down substantially, with revenues to the end of 2024 expected to display 42% growth on an annualised basis. This is compared to a historical growth rate of 80% over the past five years. Juxtapose this against the other companies in the industry with analyst coverage, which are forecast to grow their revenues (in aggregate) 16% per year. So it's pretty clear that, while Arcellx's revenue growth is expected to slow, it's still expected to grow faster than the industry itself.
当然,看待这些预测的另一种方法是将其与行业本身相比较。很明显,预计Arcellx的收入增长将大幅放缓,预计到2024年底,收入将按年计算增长42%。相比之下,过去五年的历史增长率为80%。将其与业内其他有分析师覆盖的公司并列,预计这些公司的收入(总计)每年将增长16%。因此,很明显,尽管Arcellx的收入增长预计将放缓,但预计其增长速度仍将快于行业本身。
The Bottom Line
底线
The most important thing here is that analysts reduced their loss per share estimates for next year, reflecting increased optimism around Arcellx's prospects. Fortunately, analysts also upgraded their revenue estimates, and our data indicates sales are expected to perform better than the wider market. There was also an increase in the price target, suggesting that there is more optimism baked into the forecasts than there was previously. Seeing the dramatic upgrade to next year's forecasts, it might be time to take another look at Arcellx.
这里最重要的是,分析师下调了对明年的每股亏损预期,这反映出人们对Arcellx前景的乐观情绪有所增加。幸运的是,分析师也上调了收入预期,我们的数据显示,预计销售表现将好于整个市场。目标价格也有所提高,这表明预测中包含的乐观情绪比以前更加乐观。鉴于明年的预测大幅上调,可能是时候重新审视Arcellx了。
Analysts are definitely bullish on Arcellx, but no company is perfect. Indeed, you should know that there are several potential concerns to be aware of, including dilutive stock issuance over the past year. For more information, you can click through to our platform to learn more about this and the 2 other concerns we've identified .
分析师肯定看好Arcellx,但没有一家公司是完美的。事实上,你应该知道,有几个潜在的问题需要注意,包括过去一年的稀释性股票发行。欲了解更多信息,您可以点击进入我们的平台,详细了解这个问题以及我们发现的其他两个问题。
Another way to search for interesting companies that could be reaching an inflection point is to track whether management are buying or selling, with our free list of growing companies that insiders are buying.
寻找可能达到转折点的有趣公司的另一种方法是使用内部人士收购的成长型公司的免费清单,跟踪管理层是买入还是卖出。
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Simply Wall St的这篇文章本质上是笼统的。我们仅使用公正的方法根据历史数据和分析师的预测提供评论,我们的文章无意作为财务建议。它不构成买入或卖出任何股票的建议,也没有考虑到您的目标或财务状况。我们的目标是为您提供由基本数据驱动的长期重点分析。请注意,我们的分析可能不考虑最新的价格敏感型公司公告或定性材料。简而言之,华尔街没有持有任何上述股票的头寸。