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ALALLO

Allogene Therapeutics, Inc.

$ALLO·$694M·Biotechnology·Healthcare
$1.98-2.0%YTD+36.2%1Y+71.2%
Mentions · last 7 days
2026-08-21: 24 posts2026-08-22: 9 posts2026-08-23: 12 posts2026-08-24: 17 posts242+2%
Price updated 7m ago·X counts updated 7d ago
ALALLO
$ALLOAllogene Therapeutics, Inc.
$1.98-1.98%242 posts+2%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $ALLO, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Hinges on a big eventWinding up for a moveAI verdict · as of 2026-08-29

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Allogene at $2 with a CAR-T persistence question the market is misreading — pure biotech binary into pipeline updates.

Allogene Therapeutics is a clinical-stage allogeneic (off-the-shelf) CAR-T cell therapy developer — targeting large B-cell lymphoma, multiple myeloma, and solid tumors. The setup is a pure biotech story trading around pipeline persistence data.

  • The scientific question is the whole tape: recent commentary framed as "Is the market looking at CAR-T persistence the wrong way?" — the specific concern is whether allogeneic CAR-T cells persist long enough in vivo to deliver durable responses, and Allogene's own read on their data is more positive than the tape has priced.
  • The Q2 print was in line: EPS beat at $-0.13 vs $-0.17 consensus (a smaller loss on lower R&D costs), revenue was $4.6M (pre-commercial), and Bank of America Corp DE disclosed a fresh position — a small institutional add at $2 that says at least one buyer sees enough option value to establish.
  • The capital-structure risk is fresh: an August 12 S-3 shelf registration signals ongoing capital-raising ability, which is bear-caution for equity holders (dilution) but rational for a clinical-stage business with $0 revenue and multiple pipeline programs to fund.

The setup is a catalyst-play coiled on binary clinical outcomes — the November 5 quarterly is the referee only if it includes updated ALLO-329, ALLO-501, or ALLO-715 pipeline data. Positive persistence data from any lead program breaks the coil up toward $3-4; another quarter of pipeline delay or a fresh dilutive S-3 issuance keeps the stock coiled below $2. The fundamentals are essentially non-existent; everything is clinical data.

What to watch: The November 5 quarterly and any interim clinical-data disclosure from ALLO-329, ALLO-501, or ALLO-715 programs — positive persistence data from any lead program breaks the coil up toward $3-4; another quarter of pipeline delay or a fresh dilutive S-3 issuance keeps the stock coiled below $2.

On the calendar: 2026-11-05 — Q3 earnings

sentiment ticker mismatch

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment11 posts analyzed · as of 2026-08-25

Allora Network is up +6x in the last month ($0.09 → $0.56), with recent calls at $0.26 hitting $0.33 (+26%) and the $0.32 target destroyed on the way to $0.38. Bulls describe it as 'decentralized AI winning the next bull run' — the working @Bittensor-style product with real usage via RoboNet and other AI-agent projects — and model 20x from a $60M MC to $1B. Chart camp watches long-short bracket setups. Not much bearish counter.

Read the AI verdict + X sentiment for $ALLO

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Clinical-stage biotech developing off-the-shelf allogeneic CAR-T cell therapies for hematologic cancers.

Industry overviewAI analysisGenerated by AI from underlying data

Where Biotechnology sits in its cycle right now — and what that implies for $ALLO.

Biotechnology · Healthcare

GLP-1 oral formulation competition — emerging clinical data from pipeline challengers — is the central bifurcation: platform holders (LLY, NVO) defend on efficacy breadth while precision oncology names decouple entirely. FDA catalyst cadence over the next 60 days sets the near-term tone.

What this means for $ALLO

Partial — fee-based midstream revenue has limited direct commodity price exposure but volume ties to upstream production activity.

Top industry ETF

$IBBiShares Biotechnology ETF
+12.1%YTD
+51.2%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-2.6How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-50.6%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
0.0%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-23.9%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.0Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-56.4%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
0.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.3Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 12, 2026$-0.13$-0.17+24.1%
Q1 2026May 13, 2026$-0.18$-0.19+5.3%
Q4 2025Mar 12, 2026$-0.17$-0.25+32.0%
Q3 2025Nov 6, 2025$-0.19$-0.23+17.4%
Next earningsThu, Nov 5·consensus EPS $-0.13

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$0———$-0.18$-12.9M
Q4 FY25$0———$-0.17$-27.6M
Q3 FY25$0———$-0.19$-29.9M
Q2 FY25$0———$-0.23$-39.1M

Forward consensus

5-year forecast · up to 7 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$6K$6K – $6K-$0.72-$0.87 – -$0.616
FY27$11.6M$11.6M – $11.6M-$0.76-$0.93 – -$0.455
FY28$83.6M$83.6M – $83.6M-$0.71-$1.09 – -$0.297
FY29$348.8M$348.8M – $348.8M-$0.06-$0.06 – -$0.063
FY30$665.3M$665.3M – $665.3M$0.91$0.91 – $0.916

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.9×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.31%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+5.0%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+7.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 260.3M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.9% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.475-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 21Douglas Earl MartinSVP, General Counsel29.7K sh$63KSellApr 21Annie YoshiyamaSVP, Finance9.6K sh$22KSellMar 31Beneski Benjamin MachinasSVP, Chief Technical Officer2.9K sh$7KSellMar 16Beneski Benjamin MachinasSVP, Chief Technical Officer4.8K sh$12KSellMar 16David D ChangCEO47.8K sh$118K
+ 9 other (8 awards · 1 exempt) in window

See when $ALLO insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

S-3Shelf registrationAug 12S-3
AI summary

Allogene Therapeutics (ALLO) filed an S-3 shelf registration statement. The filing body contains only procedural registration statement boilerplate. Specific securities to be registered and offering details are in the full registration statement document.

8-KShareholder voteJun 228-K — Item 5.07: Shareholder vote · Item 8.01: Other event
AI summary

Allogene Therapeutics held its 2026 Annual Meeting on June 18, 2026 with ~282M of 345M outstanding shares represented. Three Class II directors were elected for three-year terms through 2029: Deborah Messemer (202.3M for), Vicki Sato Ph.D. (202.3M for), and Owen Witte M.D. (189.3M for, lowest support at ~64%). Advisory say-on-pay was approved (213M for vs. 12M against) and annual advisory vote frequency was approved. Routine annual governance meeting for a clinical-stage cell therapy company.

424B5Prospectus supplement (offering)Jun 22424B5
AI summary

Allogene Therapeutics filed a 424B5 prospectus supplement activating an ATM (at-the-market) equity program for up to $135M of common stock through TD Cowen as agent (up to 3.0% commission), effective June 22, 2026, under shelf registration No. 333-277951. The stock last traded at $2.00/share on June 18, 2026, implying up to ~67.5M additional shares could be issued. Proceeds are for general corporate purposes. Meaningfully dilutive ongoing issuance mechanism for a capital-constrained clinical-stage biotech.

8-KOfficer or director changeMay 288-K — Item 5.02: Officer or director change
AI summary

Allogene Therapeutics, Inc. (ALLO) filed an 8-K under Item 5.02 disclosing a change in its executive leadership or board composition. The filing reports both a departure and an appointment in Chief Executive Officer. Individuals named in the filing include Allogene Therapeutics, Employer Identification. Leadership changes at the C-suite and board level are material events requiring 8-K disclosure within four business days, as they can affect company strategy, investor confidence, and operational continuity.

8-KAgreement terminatedMay 138-K — Item 1.01: Material agreement · Item 1.02: Agreement terminated · Item 2.02: Earnings release
AI summary

Allogene Therapeutics, Inc. (ALLO) reported financial results for a recent fiscal period in an 8-K filed under Item 2.02. The filing includes key financial metrics including revenue, operating income, and per-share results. Results of operations disclosures under Item 2.02 typically accompany an earnings press release furnished as an exhibit, making them available concurrently with the earnings call. These filings provide the market with transparent, timely financial performance data for investment analysis.

424B5Prospectus supplement (offering)Apr 15424B5
AI summary

ALLO (ALLO) filed a 424B5 prospectus supplement for a securities offering. The offering involves securities valued at approximately $2. The 424B5 is filed under an effective shelf registration, enabling rapid capital markets execution. Proceeds are expected to be used for general corporate purposes including potential acquisitions, debt reduction, or operational funding.

424B5Prospectus supplement (offering)Apr 13424B5
AI summary

ALLO (ALLO) filed a 424B5 prospectus supplement for a securities offering. The offering involves securities valued at approximately $175,000,000. The 424B5 is filed under an effective shelf registration, enabling rapid capital markets execution. Proceeds are expected to be used for general corporate purposes including potential acquisitions, debt reduction, or operational funding.

+ 24 other (8 13Gs · 4 proxys · 3 routine 8-Ks · 2 10-Qs) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Allogene Therapeutics: Is The Market Looking At CAR-T Persistence The Wrong Way?seekingalpha.com·3d agoAllogene Therapeutics, Inc. $ALLO Shares Acquired by Bank of America Corp DEdefenseworld.net·4d agoIs Allogene Therapeutics (ALLO) Stock Outpacing Its Medical Peers This Year?zacks.com·14d agoAllogene Therapeutics' Q2 Earnings Beat Estimates on Lower R&D Costszacks.com·18d agoAllogene Therapeutics, Inc. $ALLO Shares Bought by Dimensional Fund Advisors LPdefenseworld.net·19d ago

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