Arvinas (NASDAQ:ARVN) Releases Earnings Results, Misses Expectations By $0.55 EPS

Arvinas (NASDAQ:ARVN) released its quarterly earnings data on Tuesday. The company reported ($1.10) earnings per share for the quarter, missing the consensus estimate of ($0.55) by ($0.55), Briefing.com reports. The firm had revenue of $9.50 million during the quarter, compared to analysts’ expectations of $37.26 million. Arvinas had a negative net margin of 30.77% and a negative return on equity of 13.22%. The business’s revenue for the quarter was down 84.0% on a year-over-year basis. During the same period in the previous year, the business earned ($0.63) earnings per share.

Here are the key takeaways from Arvinas’ conference call:

• Arvinas expects multiple data readouts in 2026 from its clinical PROTACs (ARV-102, ARV-806, ARV-393, ARV-027) and plans a first-in-human for ARV-6723, positioning the company for several near-term value-driving milestones.
• ARV-102 demonstrated >50% LRRK2 reduction in CSF with pathway biomarker engagement (GPNMB, CD68), was accepted for an oral presentation at ADPD, and Arvinas plans a Phase 1b in PSP with a potential registrational trial in late 2026 pending regulatory feedback.
• The KRAS G12D degrader ARV-806 enrolled faster than expected with initial clinical data anticipated by mid-2026 (company cites strong preclinical potency and durable degradation), and the BCL6 degrader ARV-393 has already shown responses in early lymphoma cohorts and is advancing toward combination studies with glofitamab.
• Financially, Arvinas ended Q4 with ~$685M in cash (down from >$1B), maintains guidance for cash into the second half of 2028 after cost cuts, and has suspended its $100M repurchase program after buying back ~$91.9M.
• For vepdegestrant, Arvinas and Pfizer are actively selecting a commercialization partner ahead of the June 5 PDUFA to ensure launch readiness if approved, but a deal is not yet finalized.

Arvinas Stock Up 7.5%

ARVN stock opened at $13.30 on Thursday. The stock has a market capitalization of $854.13 million, a price-to-earnings ratio of -10.39 and a beta of 1.88. Arvinas has a 52-week low of $5.90 and a 52-week high of $18.93. The stock’s fifty day simple moving average is $12.40 and its 200-day simple moving average is $10.53.

Insider Activity at Arvinas

In other news, insider Noah Berkowitz sold 5,685 shares of the company’s stock in a transaction dated Friday, February 13th. The shares were sold at an average price of $11.89, for a total transaction of $67,594.65. Following the completion of the transaction, the insider owned 163,938 shares of the company’s stock, valued at $1,949,222.82. This represents a 3.35% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, CEO Randy Teel sold 4,786 shares of the stock in a transaction dated Monday, February 23rd. The stock was sold at an average price of $12.16, for a total transaction of $58,197.76. Following the transaction, the chief executive officer owned 149,696 shares in the company, valued at approximately $1,820,303.36. The trade was a 3.10% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 22,132 shares of company stock worth $264,741. 4.73% of the stock is currently owned by insiders.

Hedge Funds Weigh In On Arvinas

Several institutional investors and hedge funds have recently bought and sold shares of the stock. Tower Research Capital LLC TRC boosted its holdings in shares of Arvinas by 491.4% in the 2nd quarter. Tower Research Capital LLC TRC now owns 5,819 shares of the company’s stock valued at $43,000 after purchasing an additional 4,835 shares during the last quarter. Canada Pension Plan Investment Board boosted its holdings in Arvinas by 109.4% in the second quarter. Canada Pension Plan Investment Board now owns 6,700 shares of the company’s stock valued at $49,000 after acquiring an additional 3,500 shares during the last quarter. Jain Global LLC purchased a new stake in Arvinas during the third quarter valued at about $95,000. Oxford Asset Management LLP raised its holdings in shares of Arvinas by 15.5% in the 2nd quarter. Oxford Asset Management LLP now owns 16,705 shares of the company’s stock worth $123,000 after purchasing an additional 2,242 shares during the period. Finally, Virtu Financial LLC purchased a new stake in shares of Arvinas during the 3rd quarter worth about $124,000. Institutional investors and hedge funds own 95.19% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities research analysts recently commented on the stock. BTIG Research boosted their price objective on shares of Arvinas from $10.00 to $14.00 and gave the stock a “buy” rating in a research report on Thursday, October 30th. Barclays increased their price target on shares of Arvinas from $16.00 to $18.00 and gave the company an “overweight” rating in a research report on Wednesday, December 17th. Piper Sandler restated an “overweight” rating and set a $20.00 price objective (up from $16.00) on shares of Arvinas in a research report on Wednesday. Stephens upped their target price on Arvinas from $14.00 to $15.00 and gave the company an “overweight” rating in a research note on Monday, November 10th. Finally, Weiss Ratings reissued a “sell (d-)” rating on shares of Arvinas in a research report on Monday, December 22nd. Ten research analysts have rated the stock with a Buy rating, eight have given a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus target price of $13.47.

Arvinas News Summary

Here are the key news stories impacting Arvinas this week:

• Positive Sentiment: Piper Sandler reaffirmed an “overweight” rating and raised its price target to $20 (from $16), boosting upside expectations for the stock. Piper Sandler price target raise
• Positive Sentiment: Company update highlights multiple 2026 clinical data milestones (ARV-102, ARV-806, ARV-393 and others) and states a cash runway into the second half of 2028 — a clear de-risking signal for development-stage investors. Corporate update and cash runway
• Positive Sentiment: Market coverage highlighted Arvinas’s promising pipeline and favorable forward-looking sentiment in futures trading, adding short-term momentum. Kalkine: promising pipeline
• Neutral Sentiment: Consensus analyst stance remains mixed — the stock carries an average “Hold” rating from the broader analyst community, tempering uniform bullishness. Analyst consensus: Hold
• Neutral Sentiment: Reported short-interest data appears anomalous/zero in the latest release and is not a meaningful current driver. (Data flagged as effectively 0 days to cover.)
• Negative Sentiment: Q4 results disappointed: EPS of ($1.10) missed consensus (~($0.55)) and revenue fell sharply to $9.5M vs. estimates near $37M — a material near-term negative with implications for near-term guidance and sentiment. Zacks: Q4 loss and revenue miss
• Negative Sentiment: CEO Randy Teel sold 4,786 shares on Feb 23 (filed Form 4), trimming his stake — an insider sale that some investors view as a short-term negative signal. SEC Form 4: CEO sale
• Negative Sentiment: CAO David Loomis also sold 1,108 shares on Feb 23, a smaller insider sale that further contributes to negative optics. SEC Form 4: CAO sale

About Arvinas

Arvinas, Inc (NASDAQ: ARVN) is a biopharmaceutical company focused on the development of therapies based on targeted protein degradation. Utilizing its proprietary proteolysis-targeting chimera (PROTAC®) platform, Arvinas aims to selectively eliminate disease-causing proteins rather than merely inhibit their activity. This novel approach has the potential to address a range of diseases, including oncology, neurodegeneration and inflammation, by harnessing the body’s natural protein-recycling systems.

The company’s most advanced clinical candidates address hormone-driven cancers.