Arcellx, Inc. (ACLX) Expected to Beat Earnings Estimates: What to Know Ahead of Q3 Release

Core Insights - Arcellx, Inc. (ACLX) is anticipated to report a year-over-year decline in earnings due to lower revenues for the quarter ended September 2025, with a consensus EPS estimate of a loss of $0.96 per share, reflecting a -100% change [1][3] - Revenues are projected to be $14.64 million, down 43.8% from the same quarter last year [3] - The consensus EPS estimate has been revised 12.39% higher in the last 30 days, indicating a reassessment by analysts [4] Earnings Expectations - The upcoming earnings report could lead to a stock price increase if results exceed expectations, while a miss could result in a decline [2] - The Earnings Whisper model suggests that revisions prior to earnings releases provide insights into business conditions [7] Earnings Surprise Prediction - The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate, with a positive Earnings ESP indicating a likely earnings beat [8][9] - For Arcellx, the Most Accurate Estimate is higher than the consensus, resulting in an Earnings ESP of +7.60%, suggesting a strong likelihood of beating the consensus EPS estimate [12] Historical Performance - In the last reported quarter, Arcellx was expected to post a loss of $1.03 per share but actually reported a loss of -$0.94, achieving a surprise of +8.74% [13] - Over the past four quarters, Arcellx has beaten consensus EPS estimates two times [14] Industry Context - Another company in the biomedical sector, Geron (GERN), is expected to report a loss of $0.03 per share, indicating a year-over-year change of +25%, with revenues projected at $52.49 million, up 85.7% [18] - Geron's consensus EPS estimate has been revised 7.7% lower, resulting in an Earnings ESP of -32.35%, combined with a Zacks Rank of 4 (Sell), making it challenging to predict an earnings beat [19][20]