Arvinas (NASDAQ:ARVN) Upgraded to "Strong-Buy" at Zacks Research

Key Points

• Zacks Research upgraded Arvinas to “Strong Buy” from “Hold,” though the broader analyst consensus remains “Hold” with an average price target of $14.90.
• Arvinas reported substantially better-than-expected quarterly results, posting $2.58 in EPS and $249.7 million in revenue versus expectations for a loss of $0.37 per share and $60.7 million in revenue.
• Shares rose 3.3% to $8.68, but analyst views remain mixed: BTIG and Citigroup are bullish, while Wells Fargo maintained an “Equal Weight” rating and lowered its price target to $11.

Arvinas (NASDAQ:ARVN - Get Free Report) was upgraded by research analysts at Zacks Research from a "hold" rating to a "strong-buy" rating in a research report issued on Wednesday,Zacks.com reports.

A number of other equities research analysts have also issued reports on ARVN. Weiss Ratings lowered Arvinas from a "sell (d-)" rating to a "sell (e+)" rating in a research note on Thursday, July 30th. BTIG Research restated a "buy" rating and issued a $18.00 price objective on shares of Arvinas in a research report on Tuesday. Citigroup boosted their price objective on Arvinas from $21.00 to $24.00 and gave the company a "buy" rating in a research report on Monday, May 4th. Wells Fargo & Company reaffirmed an "equal weight" rating and issued a $11.00 price objective (down from $15.00) on shares of Arvinas in a research note on Tuesday. Finally, Stephens reiterated an "overweight" rating and set a $18.00 target price on shares of Arvinas in a research report on Wednesday, June 3rd. One equities research analyst has rated the stock with a Strong Buy rating, five have given a Buy rating, three have issued a Hold rating and two have issued a Sell rating to the company's stock. According to MarketBeat.com, Arvinas has a consensus rating of "Hold" and an average price target of $14.90.

Arvinas Trading Up 3.3%

NASDAQ ARVN opened at $8.68 on Wednesday. Arvinas has a 12 month low of $6.05 and a 12 month high of $14.51. The stock has a market cap of $560.03 million, a price-to-earnings ratio of 86.81 and a beta of 1.71. The company's 50 day moving average is $8.06 and its two-hundred day moving average is $10.25.

Arvinas (NASDAQ:ARVN - Get Free Report) last posted its quarterly earnings results on Tuesday, August 4th. The company reported $2.58 earnings per share for the quarter, topping analysts' consensus estimates of ($0.37) by $2.95. The business had revenue of $249.70 million during the quarter, compared to analyst estimates of $60.71 million. Arvinas had a net margin of 2.94% and a return on equity of 1.91%. The company's revenue was up 1014.7% on a year-over-year basis. During the same period in the prior year, the business posted ($0.84) earnings per share. Sell-side analysts forecast that Arvinas will post -2.39 EPS for the current year.

Insider Activity at Arvinas

In other Arvinas news, CFO Andrew Saik sold 11,139 shares of the business's stock in a transaction on Monday, May 11th. The shares were sold at an average price of $9.94, for a total value of $110,721.66. Following the sale, the chief financial officer owned 193,128 shares in the company, valued at $1,919,692.32. The trade was a 5.45% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CEO Randy Teel sold 9,657 shares of the stock in a transaction dated Monday, May 11th. The shares were sold at an average price of $9.94, for a total transaction of $95,990.58. Following the transaction, the chief executive officer directly owned 287,218 shares of the company's stock, valued at $2,854,946.92. This trade represents a 3.25% decrease in their position. 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 ninety days, insiders sold 41,728 shares of company stock valued at $402,649. Corporate insiders own 7.30% of the company's stock.

Institutional Investors Weigh In On Arvinas

A number of hedge funds have recently made changes to their positions in the company. Hussman Strategic Advisors Inc. purchased a new position in Arvinas during the fourth quarter worth $1,245,000. Brummer Multi Strategy AB purchased a new stake in shares of Arvinas in the fourth quarter valued at $1,973,000. VIRGINIA RETIREMENT SYSTEMS ET Al raised its stake in shares of Arvinas by 371.0% in the fourth quarter. VIRGINIA RETIREMENT SYSTEMS ET Al now owns 70,650 shares of the company's stock valued at $838,000 after acquiring an additional 55,650 shares during the period. Armistice Capital LLC lifted its holdings in shares of Arvinas by 50.0% in the 4th quarter. Armistice Capital LLC now owns 1,800,000 shares of the company's stock worth $21,348,000 after acquiring an additional 600,000 shares during the last quarter. Finally, Public Employees Retirement System of Ohio lifted its holdings in shares of Arvinas by 876.1% in the 1st quarter. Public Employees Retirement System of Ohio now owns 97,611 shares of the company's stock worth $1,035,000 after acquiring an additional 87,611 shares during the last quarter. 95.19% of the stock is currently owned by hedge funds and other institutional investors.

Key Stories Impacting Arvinas

Here are the key news stories impacting Arvinas this week:

• Positive Sentiment: Arvinas received a Zacks Rank #1 (Strong Buy), reflecting improved expectations for its earnings outlook and potentially supporting near-term buying interest. Arvinas Upgraded to Strong Buy
• Positive Sentiment: HC Wainwright materially raised its FY2026 EPS forecast to a loss of $0.67 from a loss of $3.98, while also improving estimates for FY2027 through FY2030. Its FY2030 forecast moved into profitability at $0.07 per share, suggesting better long-term operating prospects. Arvinas Analyst Estimates
• Positive Sentiment: BTIG Research assigned Arvinas a “Buy” rating, adding to the bullish analyst support. Arvinas Earns Buy Rating from BTIG
• Positive Sentiment: Arvinas’ latest quarterly results substantially exceeded expectations, with $249.7 million in revenue versus a $60.7 million consensus estimate and EPS of $2.58 versus an expected loss. Revenue increased more than tenfold year over year, providing a strong fundamental backdrop. Arvinas Trading Higher on Strong Earnings
• Neutral Sentiment: HC Wainwright lowered its Q3 and Q4 2026 EPS forecasts to losses of $1.20 and $1.19, respectively, but raised most full-year estimates. The mixed revisions indicate near-term profitability remains pressured even as the longer-term outlook improves.
• Negative Sentiment: Wells Fargo downgraded Arvinas to “Equal Weight,” signaling reduced conviction in additional upside and contributing to selling pressure. Arvinas Rating Lowered to Equal Weight
• Negative Sentiment: Shares fell sharply following an analyst downgrade, highlighting the stock’s sensitivity to changes in Wall Street sentiment. Arvinas Shares Down on Analyst Downgrade

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.

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