Revolution Medicines, Inc. $RVMD Position Raised by Rafferty Asset Management LLC

Rafferty Asset Management LLC grew its position in shares of Revolution Medicines, Inc. (NASDAQ:RVMD) by 17.6% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 179,833 shares of the company’s stock after acquiring an additional 26,855 shares during the quarter. Rafferty Asset Management LLC’s holdings in Revolution Medicines were worth $8,398,000 as of its most recent filing with the SEC.

Other hedge funds have also recently bought and sold shares of the company. GAMMA Investing LLC grew its position in Revolution Medicines by 45.1% in the 3rd quarter. GAMMA Investing LLC now owns 837 shares of the company’s stock worth $39,000 after purchasing an additional 260 shares during the last quarter. CWM LLC grew its holdings in Revolution Medicines by 171.3% in the 2nd quarter. CWM LLC now owns 917 shares of the company’s stock worth $34,000 after buying an additional 579 shares in the last quarter. AlphaQuest LLC acquired a new stake in Revolution Medicines in the 2nd quarter valued at approximately $73,000. US Bancorp DE increased its position in Revolution Medicines by 170.3% in the 3rd quarter. US Bancorp DE now owns 3,168 shares of the company’s stock valued at $148,000 after acquiring an additional 1,996 shares during the period. Finally, Osaic Holdings Inc. raised its stake in Revolution Medicines by 41.7% during the 2nd quarter. Osaic Holdings Inc. now owns 3,487 shares of the company’s stock valued at $128,000 after acquiring an additional 1,027 shares in the last quarter. 94.34% of the stock is currently owned by institutional investors.

Key Stories Impacting Revolution Medicines

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

Analysts Set New Price Targets

Several research firms have recently issued reports on RVMD. Wedbush reissued an “outperform” rating on shares of Revolution Medicines in a research note on Friday, January 9th. JPMorgan Chase & Co. upped their price objective on shares of Revolution Medicines from $71.00 to $82.00 and gave the stock an “overweight” rating in a report on Thursday, November 6th. UBS Group began coverage on shares of Revolution Medicines in a research report on Friday. They issued a “buy” rating for the company. Wolfe Research assumed coverage on shares of Revolution Medicines in a research note on Tuesday, November 18th. They set an “outperform” rating and a $75.00 target price on the stock. Finally, Evercore upgraded shares of Revolution Medicines to a “strong-buy” rating in a research report on Wednesday, February 25th. Four equities research analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and one has issued a Sell rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Buy” and a consensus price target of $78.94.

Revolution Medicines Trading Down 0.1%

Shares of RVMD stock opened at $102.02 on Monday. The stock has a 50-day simple moving average of $99.18 and a 200 day simple moving average of $70.84. The stock has a market capitalization of $20.22 billion, a P/E ratio of -17.26 and a beta of 0.99. Revolution Medicines, Inc. has a fifty-two week low of $29.17 and a fifty-two week high of $124.49. The company has a quick ratio of 7.14, a current ratio of 7.14 and a debt-to-equity ratio of 0.16.

Revolution Medicines (NASDAQ:RVMD) last issued its quarterly earnings results on Wednesday, February 25th. The company reported ($1.86) EPS for the quarter, missing the consensus estimate of ($1.56) by ($0.30). During the same period in the previous year, the company posted ($1.12) EPS. On average, sell-side analysts expect that Revolution Medicines, Inc. will post -3.49 earnings per share for the current fiscal year.

Insider Buying and Selling at Revolution Medicines

In other Revolution Medicines news, COO Margaret A. Horn sold 75,000 shares of Revolution Medicines stock in a transaction that occurred on Wednesday, January 7th. The shares were 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 in the company, valued at approximately $14,184,289.68. The trade was a 34.71% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, insider Mark A. Goldsmith sold 15,394 shares of the company’s stock in a transaction on Tuesday, December 16th. The shares were sold at an average price of $76.82, for a total value of $1,182,567.08. Following the completion of the transaction, the insider directly owned 232,469 shares in the company, valued at $17,858,268.58. This represents a 6.21% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 113,792 shares of company stock valued at $10,734,640 over the last quarter. Company insiders own 8.20% of the company’s stock.

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.