What is Lifesci Capital’s Estimate for RVMD Q1 Earnings?

Revolution Medicines, Inc. (NASDAQ:RVMD) – Lifesci Capital dropped their Q1 2026 earnings per share (EPS) estimates for Revolution Medicines in a research report issued to clients and investors on Wednesday, February 25th. Lifesci Capital analyst C. Zhu now expects that the company will earn ($1.76) per share for the quarter, down from their previous forecast of ($1.64). The consensus estimate for Revolution Medicines’ current full-year earnings is ($3.49) per share. Lifesci Capital also issued estimates for Revolution Medicines’ Q2 2026 earnings at ($1.89) EPS, Q3 2026 earnings at ($2.04) EPS, Q4 2026 earnings at ($2.09) EPS and FY2026 earnings at ($7.78) EPS.

Revolution Medicines (NASDAQ:RVMD) last announced its quarterly earnings data 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 quarter last year, the firm earned ($1.12) earnings per share.

A number of other brokerages have also recently weighed in on RVMD. Evercore raised shares of Revolution Medicines to a “strong-buy” rating in a research note on Wednesday, February 25th. UBS Group started coverage on Revolution Medicines in a research report on Friday, February 27th. They set a “buy” rating for the company. JPMorgan Chase & Co. boosted their target price on Revolution Medicines from $71.00 to $82.00 and gave the stock an “overweight” rating in a report on Thursday, November 6th. Benchmark reiterated an “overweight” rating on shares of Revolution Medicines in a report on Tuesday, February 17th. Finally, HC Wainwright boosted their target price on Revolution Medicines from $72.00 to $73.00 and gave the stock a “buy” rating in a research report on Thursday, November 6th. Four analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Buy” and a consensus target price of $78.94.

Revolution Medicines Stock Down 1.1%

Shares of Revolution Medicines stock opened at $100.49 on Monday. Revolution Medicines has a 1 year low of $29.17 and a 1 year high of $124.49. The firm has a market cap of $19.91 billion, a price-to-earnings ratio of -17.00 and a beta of 0.99. The company has a 50-day moving average of $100.01 and a 200 day moving average of $71.76. The company has a debt-to-equity ratio of 0.16, a current ratio of 7.14 and a quick ratio of 7.14.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently modified their holdings of RVMD. Indiana Trust & Investment Management Co bought a new position in Revolution Medicines during the fourth quarter valued at $32,000. Global Retirement Partners LLC grew its position in Revolution Medicines by 1,002.8% in the fourth quarter. Global Retirement Partners LLC now owns 397 shares of the company’s stock worth $32,000 after acquiring an additional 361 shares in the last quarter. Torren Management LLC bought a new stake in Revolution Medicines during the fourth quarter worth approximately $33,000. CWM LLC raised its position in Revolution Medicines by 171.3% during the second quarter. CWM LLC now owns 917 shares of the company’s stock valued at $34,000 after purchasing an additional 579 shares during the period. Finally, Arax Advisory Partners bought a new stake in shares of Revolution Medicines in the 4th quarter valued at approximately $38,000. 94.34% of the stock is owned by hedge funds and other institutional investors.

Insider Transactions at Revolution Medicines

In other Revolution Medicines news, insider Stephen Michael Kelsey sold 5,447 shares of the firm’s stock in a transaction that occurred on Tuesday, December 16th. The stock was sold at an average price of $76.82, for a total transaction of $418,438.54. Following the completion of the transaction, the insider owned 278,600 shares in the company, valued at $21,402,052. This trade represents a 1.92% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, CFO Jack Anders sold 10,000 shares of Revolution Medicines stock in a transaction that occurred on Wednesday, January 7th. The stock was sold at an average price of $98.00, for a total value of $980,000.00. Following the completion of the sale, the chief financial officer directly owned 108,065 shares in the company, valued at approximately $10,590,370. The trade was a 8.47% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 149,792 shares of company stock worth $14,379,040. 8.20% of the stock is currently owned by company insiders.

Revolution Medicines News Summary

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

• Positive Sentiment: Street backing: RVMD has an average analyst rating of “Buy,” which helps underpin investor confidence in the pipeline and valuation. Revolution Medicines Receives Average Rating of Buy
• Positive Sentiment: New coverage: UBS initiated research coverage on RVMD, bringing more institutional visibility and potential buy-side interest. Revolution Medicines Research Coverage Started at UBS Group
• Neutral Sentiment: Investor outreach: Management presented at the TD Cowen Health Care Conference (transcript available), which clarifies program timelines and commercial strategy but adds no new data. TD Cowen Conference Transcript
• Neutral Sentiment: Clinical progress vs. costs: Coverage notes that RVMD’s net loss widened as the company advances its RAS(ON) programs (e.g., daraxonrasib). Pipeline progress supports long-term upside, but rising near-term expenses keep earnings negative. Net Loss Widens Amid Progress on Clinical Trial Programs
• Negative Sentiment: Bearish note: Lifesci Capital issued a bearish forecast for RVMD’s Q1 earnings, which can pressure short-term sentiment given recent EPS misses. Lifesci Capital Bearish Forecast for RVMD Q1 Earnings
• Negative Sentiment: Insider selling: Director/insider Mark A. Goldsmith sold a total of 36,000 shares on March 2 (SEC Form 4 filed), trimming his stake — a near-term negative signal that likely contributed to downward pressure. SEC Form 4 — Insider Sales

About Revolution Medicines

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.