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ALALLO

Allogene Therapeutics, Inc.

Trending onWhy it's trendingX chatter spiked vs its recent norm
$ALLO·$488M·Biotechnology·Healthcare
$1.79-5.8%YTD+29.7%1Y+45.5%
Mentions · last 7 days
2026-07-09: 109 posts2026-07-10: 70 posts2026-07-11: 50 posts2026-07-12: 98 posts2026-07-13: 324 posts2026-07-14: 438 posts2026-07-15: 169 posts1,270+37%
Price updated 9h ago·X counts updated 1d ago
ALALLO
$ALLOAllogene Therapeutics, Inc.
$1.79-5.79%1.3k posts+37%
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.

Comeback attemptWinding up for a moveAI verdict · as of 2026-07-16

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

Cell-therapy platform at $1.90 with 9 insider events and takeover speculation — the coil is loaded ahead of August 12.

Allogene Therapeutics is the allogeneic-CAR-T cell-therapy developer whose 2026 tape has spent 2025-26 in the penalty box despite ongoing clinical progress. The stock is coiled at 26% of the 52-week range with a takeover-candidate narrative starting to build.

  • The core business is pre-revenue and cash-consumptive: no meaningful Q1 revenue, FCF yield -24% reflecting real capital burn, and EPS of -$0.18 — Allogene is still a clinical-stage biotech, so the equity thesis is a specific pipeline-and-strategic-value bet rather than a fundamentals story.
  • The takeover speculation is a real overhang lever: Fox Business commented ALLO is a takeover candidate 'right in the sweet spot for large-cap pharma' — cell-therapy platform assets in a $200M market cap range are exactly the kind of tuck-in that Bristol-Myers or Gilead would consider if a pipeline data point lands.
  • Insider action is heavy: 9 insider events in the quarter with real grants and equity-alignment moves — the setup is quiet accumulation into the August 12 print, and community accumulation is anchoring the technical support.

The August 12 Q2 earnings are the near-term arbiter — cash-runway commentary (need at least 18 months at current burn), pipeline data readouts on ALLO-501A and cemacabtagene, and any specific partnership commentary extend the coiling setup toward $3. A cash-runway concern or a pipeline data delay stalls the tape near current levels.

What to watch: The August 12 Q2 earnings. Watch cash-runway commentary (need at least 18 months), pipeline data readouts on ALLO-501A and cemacabtagene, and any partnership commentary. Cash-runway concern or pipeline data delay stalls the tape; takeover-partnership or clinical data extends toward $3.

On the calendar: 2026-08-12 — Q2 earnings

ticker collision

X sentiment

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

Bullish sentiment7 posts analyzed · as of 2026-07-15

$ALLO chatter is split between Allora (crypto) and Allogene (equity). On the crypto side: ALLO +57% backed by top investors. Community treats ALLO as consolidating for the next leg up alongside BASED - 'sellers won't be able to price breakout above $0.400 for long.' On the equity side: Fox Business commented ALLO is a takeover candidate 'right in the sweet spot for large-cap pharma.' Smart money wallet reportedly sending out ALLO - could be distribution or profit-taking. Community broadly long.

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

No material change from last week — ADA conference oral formulation competition is bifurcating biotech multiples between GLP-1 platform holders and precision oncology innovators.

What this means for $ALLO

Direct beneficiary — Clinical-stage biotech developing off-the-shelf allogeneic CAR-T cell therapies for hematologic cancers; core operations sit in the path of the GLP-1 pipeline bifurcation and ADA oral formulation competition.

Top industry ETF

$IBBiShares Biotechnology ETF
+11.7%YTD
+44.5%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
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%
Q2 2025Aug 13, 2025$-0.23$-0.28+17.9%
Next earningsWed, Aug 12·consensus EPS $-0.16

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 8 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$5K$5K – $5K-$0.70-$0.85 – -$0.607
FY27$10.6M$10.6M – $10.6M-$0.75-$0.91 – -$0.456
FY28$77.7M$77.7M – $77.7M-$0.69-$1.09 – -$0.298
FY29$311.8M$311.8M – $311.8M-$0.11-$0.11 – -$0.117
FY30$606.7M$606.7M – $606.7M$0.75$0.75 – $0.757

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.0.6×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.23%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.-12.7%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.-2.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 162.3M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today3.9% 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.β0.465-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

SellApr 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$118KSellMar 2Beneski Benjamin MachinasSVP, Chief Technical Officer7.1K sh$19KSellFeb 2Geoffrey M. ParkerCFO24.0K sh$42KSellFeb 2Douglas Earl MartinSVP, General Counsel22.9K sh$40KSellFeb 2Zachary RobertsEVP of R&D35.7K sh$63KSellFeb 2Beneski Benjamin MachinasSVP, Chief Technical Officer7.5K sh$13KSellFeb 2David D ChangCEO95.3K sh$171K
1–10 of 12
+ 16 other (15 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

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.

SC 13D/AActivist amendmentFeb 13SC 13D/A
+ 20 other (7 13Gs · 4 proxys · 3 routine 8-Ks · 1 10-Q) in window

Recent news

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

Allogene Therapeutics Announces Journal of Clinical Oncology Publication of Phase 1 Results of ALLO-316 Highlighting First Durable Remissions Following Allogeneic CAR T for Treatment of Metastatic Solid Tumorsglobenewswire.com·2d agoAllogene Therapeutics: A High-Upside Bet On The Next Wave Of CAR-T Innovationseekingalpha.com·13d agoWhy Is Allogene Therapeutics (ALLO) Down 12.2% Since Last Earnings Report?zacks.com·35d agoAllogene Therapeutics Announces Planned CEO Successionglobenewswire.com·50d agoAllogene Therapeutics Announces Participation in Upcoming Investor Conferencesglobenewswire.com·52d ago

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Voices on X · top 5 · 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.

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