Arvinas (NASDAQ:ARVN) Trading Up 9% – Still a Buy?

Arvinas, Inc. (NASDAQ:ARVN) shares traded up 9% during mid-day trading on Wednesday . The company traded as high as $13.68 and last traded at $13.48. 291,105 shares traded hands during trading, a decline of 63% from the average session volume of 788,362 shares. The stock had previously closed at $12.37.

Arvinas News Roundup

Here are the key news stories impacting Arvinas this week:

• Positive Sentiment: Company outlines multiple near‑term, value‑driving clinical milestones for 2026 (ARV‑102 AP/PD presentation, ARV‑806 and ARV‑393 data, ARV‑027 and planned ARV‑6723 trials) and says cash runway extends into the second half of 2028 — positive for de‑risking the pipeline and financing outlook. Read More.
• Positive Sentiment: Piper Sandler reaffirmed an “overweight” rating and lifted its price target to $20 from $16 (implying ~50% upside vs. recent levels), which can drive buy interest and help fuel the stock rally. Read More.
• Positive Sentiment: Market commentary highlights a “promising pipeline” and that ARVN is moving higher in futures — media momentum can amplify buying ahead of upcoming data readouts. Read More.
• Neutral Sentiment: Analysts’ consensus remains mixed: the average rating is “Hold,” indicating not all analysts are turning bullish despite some upgrades. Read More.
• Neutral Sentiment: Management hosted the Q4 earnings call and published a transcript — useful for investors wanting detail on guidance, expense cadence and timing of the listed milestones. Read More.
• Negative Sentiment: Q4 2025 results were disappointing: EPS of -$1.10 missed the -$0.55 consensus and revenue fell to $9.5M (vs. $37.3M est.), an 84% year‑over‑year decline — a clear near‑term headwind that explains prior downside pressure. Read More.

Wall Street Analyst Weigh In

A number of analysts have issued reports on the company. Wells Fargo & Company decreased their target price on Arvinas from $16.00 to $15.00 and set an “overweight” rating for the company in a research report on Thursday, November 6th. Wedbush boosted their price target on shares of Arvinas from $9.00 to $11.00 and gave the company a “neutral” rating in a research report on Tuesday. Stephens raised their target price on shares of Arvinas from $14.00 to $15.00 and gave the company an “overweight” rating in a research note on Monday, November 10th. Citigroup raised Arvinas from a “neutral” rating to a “buy” rating and lifted their price target for the stock from $10.00 to $15.00 in a research note on Tuesday, January 6th. Finally, BTIG Research increased their target price on shares of Arvinas from $10.00 to $14.00 and gave the company a “buy” rating in a report on Thursday, October 30th. Ten investment analysts have rated the stock with a Buy rating, eight have issued a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat, Arvinas presently has a consensus rating of “Hold” and a consensus price target of $13.47.

Arvinas Price Performance

The firm’s 50-day moving average is $12.37 and its 200-day moving average is $10.51. The company has a market capitalization of $847.13 million, a P/E ratio of -16.29 and a beta of 1.88.

Arvinas (NASDAQ:ARVN) last issued its quarterly earnings results on Tuesday, February 24th. The company reported ($1.10) earnings per share for the quarter, missing the consensus estimate of ($0.55) by ($0.55). The firm had revenue of $9.50 million for the quarter, compared to analysts’ expectations of $37.26 million. Arvinas had a negative net margin of 18.73% and a negative return on equity of 9.77%. Arvinas’s revenue for the quarter was down 84.0% compared to the same quarter last year. During the same period in the prior year, the firm earned ($0.63) EPS. As a group, analysts forecast that Arvinas, Inc. will post -3.81 EPS for the current fiscal year.

Insider Buying and Selling at Arvinas

In other Arvinas news, insider Noah Berkowitz sold 5,685 shares of the 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 transaction, the insider directly owned 163,938 shares in the company, valued at $1,949,222.82. This represents a 3.35% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CFO Andrew Saik sold 5,134 shares of the stock in a transaction dated Friday, February 13th. The shares were sold at an average price of $11.89, for a total transaction of $61,043.26. Following the sale, the chief financial officer directly owned 159,267 shares of the company’s stock, valued at approximately $1,893,684.63. The trade was a 3.12% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 16,238 shares of company stock worth $193,070 over the last quarter. Insiders own 4.73% of the company’s stock.

Institutional Trading of Arvinas

Institutional investors and hedge funds have recently bought and sold shares of the business. TCG Crossover Management LLC purchased a new position in shares of Arvinas during the third quarter worth $13,780,000. Acadian Asset Management LLC raised its position in Arvinas by 791.1% during the second quarter. Acadian Asset Management LLC now owns 1,427,832 shares of the company’s stock valued at $10,498,000 after acquiring an additional 1,267,593 shares in the last quarter. Balyasny Asset Management L.P. raised its position in Arvinas by 469.1% during the third quarter. Balyasny Asset Management L.P. now owns 1,207,267 shares of the company’s stock valued at $10,286,000 after acquiring an additional 995,125 shares in the last quarter. Qube Research & Technologies Ltd lifted its holdings in Arvinas by 154.8% in the third quarter. Qube Research & Technologies Ltd now owns 1,486,864 shares of the company’s stock valued at $12,668,000 after acquiring an additional 903,337 shares during the period. Finally, Millennium Management LLC boosted its position in Arvinas by 208.4% in the 1st quarter. Millennium Management LLC now owns 1,310,326 shares of the company’s stock worth $9,198,000 after purchasing an additional 885,483 shares in the last quarter. 95.19% of the stock is currently owned by institutional investors and hedge funds.

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.