Revolution Medicines, Inc. (NASDAQ:RVMD) Receives Average Recommendation of "Moderate Buy" from Analysts

Key Points

• Analysts rate Revolution Medicines “Moderate Buy”: 17 analysts recommend buy, two strong buy, one hold, and one sell. The average 12-month price target is $226.17, above the reported $190.95 share price.
• Five insiders, including the CFO and COO, sold approximately $5.8 million in shares at $199.24 each to cover tax withholding tied to vested equity awards; insiders retained substantial holdings afterward.
• RVMD reported quarterly adjusted EPS of -$3.06, missing the consensus estimate of -$2.04. Institutional investors remain heavily involved, owning approximately 94.34% of the company’s shares.

Revolution Medicines, Inc. (NASDAQ:RVMD - Get Free Report) has been assigned an average rating of "Moderate Buy" from the twenty-one ratings firms that are presently covering the firm, MarketBeat.com reports. One research analyst has rated the stock with a sell rating, one has issued a hold rating, seventeen have given a buy rating and two have assigned a strong buy rating to the company. The average 12-month price target among brokerages that have issued ratings on the stock in the last year is $226.1667.

Several analysts have commented on the company. HC Wainwright raised their price objective on Revolution Medicines from $195.00 to $280.00 and gave the company a "buy" rating in a report on Thursday, August 27th. Royal Bank Of Canada upped their target price on Revolution Medicines from $203.00 to $251.00 and gave the stock an "outperform" rating in a research note on Thursday, August 27th. Raymond James Financial reiterated a "strong-buy" rating and set a $248.00 target price on shares of Revolution Medicines in a research report on Thursday, August 27th. Sanford C. Bernstein lifted their price target on shares of Revolution Medicines from $151.00 to $179.00 and gave the company a "market perform" rating in a research note on Friday, August 21st. Finally, Needham & Company LLC lifted their price target on shares of Revolution Medicines from $240.00 to $275.00 and gave the company a "buy" rating in a research note on Monday, August 31st.

Key Headlines Impacting Revolution Medicines

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

• Positive Sentiment: Revolution Medicines recently received regulatory approval for a new medicine, validating its approach to treating certain cancers. The treatment could potentially become the most-prescribed therapy in its indication, improving the company’s long-term commercial outlook. Revolution Medicines Just Hit a Major Milestone. Is the Stock a Buy?
• Neutral Sentiment: A comparison article weighing Axsome Therapeutics against Revolution Medicines highlights RVMD as a healthcare investment candidate, but does not provide a clearly new company-specific catalyst. Axsome Therapeutics vs. Revolution Medicines: Which Healthcare Stock Is a Better Buy in 2026?
• Negative Sentiment: Five company insiders, including the CFO and COO, collectively sold approximately $5.8 million of RVMD shares at $199.24 apiece. The filings state that the transactions were made to cover tax withholding obligations tied to vested equity awards, rather than for discretionary reasons. Nevertheless, the cluster of sales can create short-term supply and sentiment pressure. The insiders continued to hold substantial positions after the transactions. Revolution Medicines insider transaction filing

Insiders Place Their Bets

In other news, COO Margaret Horn sold 4,967 shares of the business's stock in a transaction dated Wednesday, September 16th. The shares were sold at an average price of $199.24, for a total transaction of $989,625.08. Following the completion of the sale, the chief operating officer owned 149,680 shares of the company's stock, valued at $29,822,243.20. The trade was a 3.21% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Stephen Kelsey sold 5,569 shares of the business's stock in a transaction dated Wednesday, September 16th. The stock was sold at an average price of $199.24, for a total transaction of $1,109,567.56. Following the sale, the insider directly owned 286,307 shares of the company's stock, valued at $57,043,806.68. This represents a 1.91% 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 quarter, insiders have sold 300,119 shares of company stock valued at $60,605,043. 7.60% of the stock is owned by company insiders.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently made changes to their positions in the stock. Sequoia Financial Advisors LLC purchased a new position in shares of Revolution Medicines during the 2nd quarter worth $626,000. MCF Advisors LLC acquired a new position in shares of Revolution Medicines during the 2nd quarter valued at about $78,000. National Pension Service purchased a new stake in shares of Revolution Medicines in the second quarter valued at about $51,241,000. Engineers Gate Manager LP grew its holdings in shares of Revolution Medicines by 144.0% in the second quarter. Engineers Gate Manager LP now owns 7,380 shares of the company's stock valued at $1,382,000 after purchasing an additional 4,356 shares during the period. Finally, Integrated Wealth Concepts LLC purchased a new stake in shares of Revolution Medicines in the second quarter valued at about $278,000. 94.34% of the stock is currently owned by institutional investors and hedge funds.

Revolution Medicines Stock Down 3.0%

RVMD stock opened at $190.95 on Friday. The firm's fifty day simple moving average is $199.57 and its 200-day simple moving average is $159.57. The company has a market capitalization of $40.93 billion, a P/E ratio of -21.65 and a beta of 1.40. The company has a debt-to-equity ratio of 0.40, a current ratio of 11.38 and a quick ratio of 11.38. Revolution Medicines has a 12 month low of $42.18 and a 12 month high of $224.31.

Revolution Medicines (NASDAQ:RVMD - Get Free Report) last posted its earnings results on Wednesday, August 5th. The company reported ($3.06) earnings per share for the quarter, missing the consensus estimate of ($2.04) by ($1.02). During the same quarter in the previous year, the firm earned ($1.31) EPS. As a group, equities research analysts forecast that Revolution Medicines will post -8.87 earnings per share for the current year.

Revolution Medicines Company Profile

Revolution Medicines, Inc is a clinical-stage biotechnology company focused on developing targeted treatments for cancer. The company specializes in therapies designed to inhibit oncogenic RAS signaling, a pathway involved in many difficult-to-treat cancers, including tumors driven by KRAS mutations.

Its pipeline includes investigational RAS(ON) inhibitors intended to target active forms of RAS proteins. Key programs have included daraxonrasib (RMC-6236), an oral inhibitor being studied in cancers with a range of RAS mutations, as well as mutation-selective programs such as RMC-9805 for KRAS G12D and RMC-6291 for KRAS G12C.

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