TickerTalks
Browse all tickers →
TickerTalks›$ALLO
ALALLO

Allogene Therapeutics, Inc.

$ALLO·$453M·Biotechnology·Healthcare
$1.31-2.2%YTD-2.9%1Y+3.1%
Price updated 7h ago·X counts updated 5d ago
ALALLO
$ALLOAllogene Therapeutics, Inc.
$1.31-2.24%102 posts1×
AI analysisFundamentalsVoices on X
Loading…

On X

Top X posts

The complete picture of $ALLO on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

102X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $ALLO's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 66% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-09-14

Allogene Therapeutics is being accumulated at $1.77 ahead of the Citi Biopharma Back to School Conference where management will share pipeline and corporate strategy updates. Charts show a compression around $0.24 with a descending trendline break being tracked. Uniformly bullish tone.

Read what X is saying about $ALLO

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
Free, forever. No credit card.

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $ALLO — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Too early to tellSelling offAI verdict · as of 2026-10-02

Falling on heavy selling — points lower unless it turns around.

A $570M clinical-stage CAR-T biotech with essentially no revenue — TPG amended its 13D, which usually means a reset.

Allogene Therapeutics is a clinical-stage immuno-oncology company developing allogeneic (off-the-shelf) CAR-T cell therapies for blood cancers. The stock is up 12% YTD but at 15% of its 52-week range after a difficult TTM, with TPG filing an amended 13D on Sep 30.

  • The business is pre-revenue: zero revenue last quarter and a cash-burn-driven loss trajectory — valuation is driven entirely by pipeline progression (cema-cel in large B-cell lymphoma, lead programs in liquid tumors) rather than any current financial metric.
  • TPG's SC 13D/A on Sep 30 is a governance-signal of interest — amended 13Ds from a hedge-fund-style holder frequently precede specific actions (board representation, strategic review, M&A). The Sep 2 officer-change filing adds to the governance drift narrative.
  • The BofA 3.19M share acquisition is a position change at a specific institutional holder, not necessarily a conviction signal — but it adds to the ownership-churn pattern around the stock at these levels.

Breaking-down holds unless Nov 5 earnings announce a specific cema-cel Phase 2 or Phase 3 data update with a credible timeline, or TPG's 13D amendment leads to a formal strategic review. A soft clinical update, or any further ATM dilution, is what seals the de-rating; a signed partnership or M&A rumor is what could restart the move — this is still a specific clinical-event trade.

Agrees with X sentimentX longs citing the Citi Biopharma Back-to-School conference accumulation, the $0.24 compression technical setup, and the descending-trendline break have real near-term chart elements — but the fundamental P&L (zero revenue) means the trade is a clinical-outcome binary, not a value compounder.

What to watch: Nov 5 earnings — cema-cel clinical update, any TPG-driven strategic review announcement, and the cash runway position. A soft clinical update or further dilution is what seals the breaking-down; a strategic-review announcement is the asymmetric upside.

On the calendar: 2026-11-05 — Q3 FY26 earnings

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
Free, forever. No credit card.

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

No material change from last week — mRNA oncology platform remains the structural driver.

What this means for $ALLO

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

Top industry ETF

$IBBiShares Biotechnology ETF
+17.9%YTD
+31.7%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 $-0.15

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 9 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$3.8M$3.8M – $3.8M-$0.60-$0.64 – -$0.558
FY27$13.4M$13.4M – $13.5M-$0.64-$0.69 – -$0.567
FY28$84.6M$84.6M – $84.6M-$0.55-$0.82 – -$0.209
FY29$351.2M$349.8M – $352.7M$0.00$0.00 – $0.004
FY30$668.6M$665.7M – $671.4M$0.72$0.71 – $0.724

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.0.8×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.8%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.-26.4%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.-34.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 257.8M 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.β0.485-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$22K
+ 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
Free, forever. No credit card.

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

SC 13D/AActivist amendmentSep 30SC 13D/A
AI summary

TPG-affiliated entities — TPG GP A, LLC, James G. Coulter, and Jon Winkelried — filed Amendment No. 5 to their Schedule 13D regarding Allogene Therapeutics, Inc. (ALLO) on September 30, 2026, triggered by a September 28 event. All three reporting persons now disclose 0 shares beneficially owned and a 0% stake, down from prior positions. This represents a complete exit by TPG from its Allogene Therapeutics position, a significant development given TPG was an early and substantial institutional backer of the allogeneic cell therapy company.

8-KOfficer or director changeSep 28-K — Item 5.02: Officer or director change
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.

+ 18 other (8 13Gs · 4 proxys · 2 10-Qs · 1 EFFECT) in window

Recent news

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

3,187,320 Shares of Allogene Therapeutics, Inc. $ALLO Acquired by Bank of America Corp DEdefenseworld.net·19d agoAllogene Therapeutics (ALLO) Down 11.1% Since Last Earnings Report: Can It Rebound?zacks.com·36d agoAllogene Therapeutics, Inc. (ALLO) Presents at Citigroup's Biopharma Back to School Summit 2026 Transcriptseekingalpha.com·38d agoFrazier Life Sciences Management L.P. Acquires 18,650,000 Shares of Allogene Therapeutics, Inc. $ALLOdefenseworld.net·40d agoAllogene Therapeutics Announces Retirement of Chief Financial Officer Geoffrey Parkerglobenewswire.com·45d ago

In themes

Explore the broader themes this ticker is being talked about under.

Gene Editing & CRISPR

More in Biotechnology

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$MRNA$ALEC$NWBO$DNA$NVAX$CAI$IBRX$RXRX
Voices on X · top 1 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

PrivacyTermsSupport