Lifesci Capital Has Bullish Forecast for RVMD Q2 Earnings

Key Points

• Lifesci Capital raised its Q2 2026 EPS estimate for Revolution Medicines to ($1.85) from ($1.89) and projects FY2026 EPS of ($7.47), keeping the company firmly in negative earnings territory.
• Analyst consensus remains bullish—MarketBeat shows a "Buy" consensus with an average target price of $78.94, notably below the stock's recent trading level around $135.
• Insiders have been net sellers while institutions dominate ownership: insiders sold about 184,592 shares (~$24.5M) in the past 90 days and own 8.2% of shares, while institutional investors hold roughly 94.34%.

Revolution Medicines, Inc. (NASDAQ:RVMD - Free Report) - Research analysts at Lifesci Capital lifted their Q2 2026 earnings estimates for Revolution Medicines in a research report issued on Thursday, April 23rd. Lifesci Capital analyst C. Zhu now forecasts that the company will post earnings of ($1.85) per share for the quarter, up from their prior forecast of ($1.89). The consensus estimate for Revolution Medicines' current full-year earnings is ($7.42) per share. Lifesci Capital also issued estimates for Revolution Medicines' Q3 2026 earnings at ($1.94) EPS, Q4 2026 earnings at ($1.91) EPS and FY2026 earnings at ($7.47) EPS.

RVMD has been the topic of a number of other reports. Evercore reissued an "outperform" rating on shares of Revolution Medicines in a report on Tuesday, April 14th. HC Wainwright reissued a "buy" rating on shares of Revolution Medicines in a report on Wednesday, April 22nd. Stifel Nicolaus reissued a "buy" rating on shares of Revolution Medicines in a report on Monday, April 20th. Wedbush reissued an "outperform" rating on shares of Revolution Medicines in a report on Tuesday, April 14th. Finally, Benchmark reissued an "overweight" rating on shares of Revolution Medicines in a report on Tuesday, February 17th. Four analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and one has issued a Sell rating to the company's stock. According to data from MarketBeat, the company presently has a consensus rating of "Buy" and an average target price of $78.94.

Revolution Medicines Price Performance

Shares of RVMD opened at $135.30 on Monday. The firm has a market capitalization of $26.81 billion, a PE ratio of -22.89 and a beta of 1.01. The company has a debt-to-equity ratio of 0.16, a current ratio of 7.14 and a quick ratio of 7.14. Revolution Medicines has a 1-year low of $34.00 and a 1-year high of $155.70. The company's fifty day moving average price is $107.56 and its 200-day moving average price is $89.80.

Revolution Medicines (NASDAQ:RVMD - Get Free Report) last announced its quarterly earnings data on Wednesday, February 25th. The company reported ($1.86) earnings per share for the quarter, missing analysts' consensus estimates of ($1.56) by ($0.30). During the same quarter in the previous year, the firm earned ($1.12) EPS.

Insiders Place Their Bets

In other Revolution Medicines news, insider Stephen Michael Kelsey sold 4,302 shares of the company's stock in a transaction dated Tuesday, March 17th. The shares were sold at an average price of $99.48, for a total value of $427,962.96. Following the completion of the transaction, the insider owned 295,398 shares in the company, valued at approximately $29,386,193.04. This represents a 1.44% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, insider Lin Wei sold 2,073 shares of the company's stock in a transaction dated Tuesday, March 17th. The stock was sold at an average price of $99.48, for a total transaction of $206,222.04. Following the completion of the transaction, the insider owned 101,366 shares of the company's stock, valued at approximately $10,083,889.68. This trade represents a 2.00% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 184,592 shares of company stock valued at $24,499,532. Insiders own 8.20% of the company's stock.

Institutional Inflows and Outflows

A number of large investors have recently modified their holdings of the company. IFM Investors Pty Ltd acquired a new position in shares of Revolution Medicines in the first quarter worth about $2,802,000. Janney Montgomery Scott LLC acquired a new position in shares of Revolution Medicines in the first quarter worth about $240,000. Citrine Capital LLC acquired a new position in shares of Revolution Medicines in the first quarter worth about $243,000. Cannon Global Investment Management LLC acquired a new position in shares of Revolution Medicines in the first quarter worth about $827,000. Finally, Aaron Wealth Advisors LLC acquired a new position in shares of Revolution Medicines in the first quarter worth about $236,000. Institutional investors and hedge funds own 94.34% of the company's stock.

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.

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