Revolution Medicines (NASDAQ:RVMD) Coverage Initiated by Analysts at UBS Group

UBS Group started coverage on shares of Revolution Medicines (NASDAQ:RVMD) in a report issued on Friday. The firm issued a buy rating on the stock.

Other analysts have also issued reports about the stock. HC Wainwright lifted their price target on shares of Revolution Medicines from $72.00 to $73.00 and gave the stock a “buy” rating in a research note on Thursday, November 6th. Needham & Company LLC lifted their target price on shares of Revolution Medicines from $66.00 to $72.00 and gave the stock a “buy” rating in a research report on Thursday, November 6th. Evercore upgraded shares of Revolution Medicines to a “strong-buy” rating in a research note on Wednesday. Benchmark reissued an “overweight” rating on shares of Revolution Medicines in a report on Tuesday, February 17th. Finally, JPMorgan Chase & Co. lifted their price objective on Revolution Medicines from $71.00 to $82.00 and gave the stock an “overweight” rating in a report on Thursday, November 6th. Four investment analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Buy” and an average price target of $78.94.

Revolution Medicines Stock Down 0.1%

Shares of NASDAQ RVMD traded down $0.13 on Friday, reaching $102.02. 10,308,337 shares of the company’s stock traded hands, compared to its average volume of 1,856,116. The company has a quick ratio of 8.05, a current ratio of 8.05 and a debt-to-equity ratio of 0.16. The business’s 50 day simple moving average is $99.18 and its two-hundred day simple moving average is $70.35. Revolution Medicines has a 12 month low of $29.17 and a 12 month high of $124.49. The company has a market cap of $20.22 billion, a price-to-earnings ratio of -17.26 and a beta of 1.01.

Revolution Medicines (NASDAQ:RVMD) last posted its quarterly earnings results on Wednesday, February 25th. The company reported ($1.86) EPS for the quarter, missing analysts’ consensus estimates of ($1.56) by ($0.30). During the same quarter in the previous year, the firm posted ($1.12) EPS. As a group, equities research analysts forecast that Revolution Medicines will post -3.49 EPS for the current fiscal year.

Insider Buying and Selling

In other news, COO Margaret A. Horn sold 75,000 shares of the firm’s stock in a transaction dated Wednesday, January 7th. The stock was sold at an average price of $100.56, for a total value of $7,542,000.00. Following the transaction, the chief operating officer owned 141,053 shares of the company’s stock, valued at $14,184,289.68. This trade represents a 34.71% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider Stephen Michael Kelsey sold 5,447 shares of the business’s stock in a transaction that occurred on Tuesday, December 16th. The shares were sold at an average price of $76.82, for a total value of $418,438.54. Following the transaction, the insider owned 278,600 shares of the company’s stock, valued at approximately $21,402,052. This trade represents a 1.92% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 113,792 shares of company stock worth $10,734,640. Corporate insiders own 8.20% of the company’s stock.

Institutional Trading of Revolution Medicines

Several institutional investors and hedge funds have recently modified their holdings of the company. Vanguard Group Inc. increased its stake in Revolution Medicines by 6.7% in the 4th quarter. Vanguard Group Inc. now owns 16,719,886 shares of the company’s stock worth $1,331,739,000 after buying an additional 1,056,792 shares in the last quarter. Farallon Capital Management LLC grew its position in shares of Revolution Medicines by 2.1% during the third quarter. Farallon Capital Management LLC now owns 14,625,692 shares of the company’s stock worth $683,020,000 after purchasing an additional 300,000 shares in the last quarter. Janus Henderson Group PLC raised its stake in Revolution Medicines by 8.3% during the 4th quarter. Janus Henderson Group PLC now owns 12,303,502 shares of the company’s stock valued at $980,036,000 after purchasing an additional 947,448 shares during the period. Baker BROS. Advisors LP lifted its holdings in Revolution Medicines by 1.0% in the 3rd quarter. Baker BROS. Advisors LP now owns 9,455,357 shares of the company’s stock worth $441,565,000 after purchasing an additional 90,385 shares in the last quarter. Finally, Nextech Invest Ltd. boosted its stake in Revolution Medicines by 20.7% in the 4th quarter. Nextech Invest Ltd. now owns 7,601,087 shares of the company’s stock worth $332,472,000 after purchasing an additional 1,304,347 shares during the period. 94.34% of the stock is currently owned by institutional investors.

Revolution Medicines News Roundup

Here are the key news stories impacting Revolution Medicines this week:

• Positive Sentiment: UBS initiated coverage with a “buy” rating, providing outside validation that could support more buying interest from institutional investors. Article Title
• Positive Sentiment: Evercore upgraded RVMD to “strong-buy,” adding another bullish analyst voice that may help sustain demand for the stock. Article Title
• Positive Sentiment: Coverage asking whether Revolution has found a cancer-treatment breakthrough is driving speculative interest; positive clinical readouts or clearer efficacy signals could be a material upside catalyst. Article Title
• Neutral Sentiment: The published Q4 2025 earnings call transcript provides management commentary and detail investors will parse for clinical progress, timelines and cost drivers; it’s a primary source but not new news by itself. Article Title
• Negative Sentiment: Revolution reported a wider-than-expected Q4 loss and guided 2026 operating expenses to $1.6B–$1.7B as it advances late‑stage RAS programs—higher burn and an earnings miss are immediate negatives that can pressure the share price until clinical milestones are demonstrated. Article Title

Revolution Medicines Company Profile

Revolution Medicines is a clinical-stage biopharmaceutical company focused on discovering and developing small molecule therapies to treat RAS-dependent cancers and other diseases driven by the RAS/MAPK pathway. The company’s research efforts target historically “undruggable” proteins, aiming to inhibit critical nodes in cell signaling that promote tumor growth and therapeutic resistance.

The lead pipeline includes RMC-4630, a SHP2 inhibitor; RMC-6291, a selective KRAS G12C inhibitor; and RMC-6236, a pan-RAS inhibitor designed to address multiple RAS mutations.