Brokerages Set Revolution Medicines, Inc. (NASDAQ:RVMD) PT at $144.67

Revolution Medicines, Inc. (NASDAQ:RVMD) has been given an average rating of “Moderate Buy” by the twenty-two research firms that are covering the stock, MarketBeat Ratings reports. One equities research analyst has rated the stock with a sell recommendation, one has given a hold recommendation, eighteen have assigned a buy recommendation and two have issued a strong buy recommendation on the company. The average twelve-month target price among brokerages that have updated their coverage on the stock in the last year is $153.0526.

RVMD has been the topic of several recent research reports. HC Wainwright reiterated a “buy” rating and issued a $195.00 price objective on shares of Revolution Medicines in a research note on Monday, July 6th. Guggenheim upped their target price on shares of Revolution Medicines from $235.00 to $240.00 and gave the company a “buy” rating in a report on Thursday. Needham & Company LLC increased their price target on shares of Revolution Medicines from $236.00 to $240.00 and gave the stock a “buy” rating in a research report on Thursday. Weiss Ratings reiterated a “sell (d-)” rating on shares of Revolution Medicines in a research note on Friday, July 17th. Finally, Oppenheimer reissued an “outperform” rating and set a $230.00 price objective on shares of Revolution Medicines in a research report on Thursday.

Trending Headlines about Revolution Medicines

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

• Positive Sentiment: Needham raised its price target on RVMD to $240 from $236 and reiterated a “Buy” rating, implying substantial upside from the referenced share price. The analyst action supports investor optimism about the company’s longer-term pipeline and commercial prospects. Needham price target report
• Positive Sentiment: Revolution Medicines is preparing for a potential launch of daraxonrasib, its investigational treatment for RAS-driven cancers. Launch preparation and continued pipeline progress may be reinforcing the investment case despite the company’s current lack of profitability. Revolution Medicines expense outlook and daraxonrasib update
• Neutral Sentiment: The company reported second-quarter 2026 financial results and provided an update on corporate progress. The results underscore that RVMD remains a late-stage clinical oncology company whose valuation depends heavily on future clinical and regulatory execution. Revolution Medicines second-quarter results
• Negative Sentiment: RVMD posted a quarterly loss of $3.06 per share, wider than the $2.04 analyst consensus and the $1.31 loss recorded a year earlier. The company also increased its 2026 GAAP operating-expense forecast to approximately $2.1 billion-$2.2 billion, signaling heavier spending as it advances development and potential commercialization. Revolution Medicines second-quarter loss and expense outlook

Revolution Medicines Stock Performance

Shares of RVMD opened at $197.81 on Friday. The company has a debt-to-equity ratio of 0.19, a current ratio of 6.80 and a quick ratio of 6.80. Revolution Medicines has a one year low of $34.00 and a one year high of $203.00. The firm has a market capitalization of $42.05 billion, a P/E ratio of -22.43 and a beta of 1.39. The business has a fifty day moving average of $175.71 and a 200 day moving average of $136.99.

Revolution Medicines (NASDAQ:RVMD) last posted its earnings results on Wednesday, August 5th. The company reported ($3.06) earnings per share for the quarter, missing analysts’ consensus estimates of ($2.04) by ($1.02). During the same quarter in the prior year, the company earned ($1.31) earnings per share. As a group, sell-side analysts anticipate that Revolution Medicines will post -7.92 EPS for the current year.

Insider Activity at Revolution Medicines

In other Revolution Medicines news, CFO Jack Anders sold 20,000 shares of the business’s stock in a transaction dated Wednesday, June 24th. The stock was sold at an average price of $168.33, for a total transaction of $3,366,600.00. Following the completion of the sale, the chief financial officer owned 123,269 shares of the company’s stock, valued at approximately $20,749,870.77. The trade was a 13.96% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, insider Stephen Michael Kelsey sold 4,175 shares of the company’s stock in a transaction dated Tuesday, June 16th. The stock was sold at an average price of $156.12, for a total value of $651,801.00. Following the completion of the sale, the insider owned 291,876 shares of the company’s stock, valued at approximately $45,567,681.12. The trade was a 1.41% decrease in their position. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold 132,497 shares of company stock valued at $21,470,486 in the last ninety days. Corporate insiders own 7.60% of the company’s stock.

Institutional Investors Weigh In On Revolution Medicines

Hedge funds and other institutional investors have recently added to or reduced their stakes in the company. Indiana Trust & Investment Management Co bought a new position in shares of Revolution Medicines in the fourth quarter worth approximately $32,000. Contravisory Investment Management Inc. bought a new stake in shares of Revolution Medicines during the 2nd quarter valued at $32,000. Global Retirement Partners LLC lifted its stake in shares of Revolution Medicines by 1,002.8% during the 4th quarter. Global Retirement Partners LLC now owns 397 shares of the company’s stock valued at $32,000 after buying an additional 361 shares in the last quarter. Torren Management LLC purchased a new position in shares of Revolution Medicines during the 4th quarter valued at $33,000. Finally, Arax Advisory Partners bought a new position in Revolution Medicines in the 4th quarter worth $38,000. 94.34% of the stock is owned by hedge funds and other institutional investors.

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.