Analysts Offer Predictions for RVMD FY2026 Earnings

Revolution Medicines, Inc. (NASDAQ:RVMD) – Brookline Capital Markets issued their FY2026 earnings per share estimates for Revolution Medicines in a research note issued to investors on Wednesday, November 4th. Brookline Capital Markets analyst L. Cann anticipates that the company will post earnings per share of ($8.71) for the year. Brookline Capital Markets has a “Buy” rating and a $318.00 price target on the stock. The consensus estimate for Revolution Medicines’ current full-year earnings is ($7.88) per share. Brookline Capital Markets also issued estimates for Revolution Medicines’ Q4 2026 earnings at ($2.27) EPS, FY2027 earnings at ($5.10) EPS and FY2028 earnings at $0.73 EPS.

Several other research analysts also recently weighed in on RVMD. Weiss Ratings restated a “sell (d-)” rating on shares of Revolution Medicines in a research note on Thursday, October 15th. Guggenheim lifted their price target on Revolution Medicines from $275.00 to $298.00 and gave the company a “buy” rating in a research report on Thursday, November 5th. Needham & Company LLC reissued a “buy” rating and set a $275.00 price target on shares of Revolution Medicines in a report on Thursday, October 15th. Wolfe Research restated an “outperform” rating and set a $220.00 price target on shares of Revolution Medicines in a research report on Monday, August 10th. Finally, The Goldman Sachs Group assumed coverage on shares of Revolution Medicines in a research report on Thursday, September 24th. They set a “buy” rating and a $267.00 price target on the stock. One investment analyst has rated the stock with a Strong Buy rating, twenty-one have given a Buy rating, one has issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, Revolution Medicines presently has a consensus rating of “Moderate Buy” and a consensus price target of $263.15.

Revolution Medicines Price Performance

Shares of RVMD opened at $200.15 on Monday. Revolution Medicines has a twelve month low of $61.50 and a twelve month high of $224.31. The company has a debt-to-equity ratio of 0.40, a quick ratio of 11.38 and a current ratio of 11.38. The company has a 50 day moving average of $196.73 and a two-hundred day moving average of $157.98.

Revolution Medicines (NASDAQ:RVMD) last released its quarterly earnings results on Wednesday, November 4th. The company reported ($1.90) EPS for the quarter, beating the consensus estimate of ($2.35) by $0.45. The firm had revenue of $197.56 million for the quarter, compared to analysts’ expectations of $25.58 million. During the same period in the previous year, the company posted ($1.61) earnings per share.

Insiders Place Their Bets

In other news, insider Mark Goldsmith sold 13,988 shares of the company’s stock in a transaction that occurred on Wednesday, September 16th. The stock was sold at an average price of $199.24, for a total transaction of $2,786,969.12. Following the completion of the transaction, the insider directly owned 253,342 shares of the company’s stock, valued at $50,475,860.08. This represents a 5.23% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, COO Margaret Horn sold 4,967 shares of the company’s stock in a transaction that occurred on Wednesday, September 16th. The stock was sold at an average price of $199.24, for a total value of $989,625.08. Following the transaction, the chief operating officer directly owned 149,680 shares of the company’s stock, valued at approximately $29,822,243.20. The trade was a 3.21% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last three months, insiders sold 290,991 shares of company stock valued at $59,422,765. 7.60% of the stock is owned by insiders.

Hedge Funds Weigh In On Revolution Medicines

Large investors have recently added to or reduced their stakes in the stock. Burkett Financial Services LLC purchased a new position in Revolution Medicines during the third quarter valued at $27,000. Contravisory Investment Management Inc. purchased a new stake in shares of Revolution Medicines during the second quarter worth about $32,000. ABS Investment Management LLC acquired a new position in shares of Revolution Medicines during the 2nd quarter worth about $337,104,000. Johnson Financial Group Inc. acquired a new position in shares of Revolution Medicines during the 2nd quarter worth about $37,000. Finally, Mather Group LLC. acquired a new position in shares of Revolution Medicines during the 3rd quarter worth about $41,000. 94.34% of the stock is currently owned by institutional investors and hedge funds.

About Revolution Medicines

Revolution Medicines, Inc is a biotechnology company focused on developing targeted therapies for patients with RAS-driven cancers. Founded in 2014 and headquartered in Redwood City, California, the company’s research centers on RAS proteins, which can contribute to the growth of many cancers.

The company’s pipeline includes drug candidates designed to inhibit mutant RAS proteins, including daraxonrasib (RMC-6236), which targets multiple RAS variants, and candidates directed at specific KRAS mutations.