Leerink Partnrs Analysts Cut Earnings Estimates for Arvinas

Key Points

• Leerink Partners has revised its Q3 2025 earnings per share (EPS) forecast for Arvinas down from ($0.44) to ($0.76), maintaining a "Hold" rating on the stock.
• Arvinas reported a Q2 EPS of (\$0.84), which was better than analysts' expectations of (\$0.87), but its revenue for the quarter dropped 70.7% year-over-year.
• The stock has seen various analysts adjust their price targets, with a current consensus price target of $19.76, reflecting a mix of "buy" and "neutral" ratings from different firms.

Arvinas, Inc. (NASDAQ:ARVN - Free Report) - Research analysts at Leerink Partnrs cut their Q3 2025 earnings estimates for shares of Arvinas in a note issued to investors on Wednesday, August 6th. Leerink Partnrs analyst A. Berens now anticipates that the company will earn ($0.76) per share for the quarter, down from their prior estimate of ($0.44). Leerink Partnrs currently has a "Hold" rating on the stock. The consensus estimate for Arvinas' current full-year earnings is ($3.81) per share. Leerink Partnrs also issued estimates for Arvinas' Q4 2025 earnings at ($0.24) EPS, FY2025 earnings at ($0.72) EPS, FY2026 earnings at ($2.57) EPS and FY2027 earnings at ($2.89) EPS.

Other equities analysts have also issued research reports about the stock. BMO Capital Markets reduced their price objective on shares of Arvinas from $20.00 to $10.00 and set an "outperform" rating for the company in a research report on Monday, May 5th. Truist Financial restated a "hold" rating and set a $11.00 price target (down from $21.00) on shares of Arvinas in a report on Monday, May 5th. Piper Sandler restated an "overweight" rating and set a $14.00 price target (down from $24.00) on shares of Arvinas in a report on Friday, May 2nd. UBS Group cut their price objective on shares of Arvinas from $74.00 to $21.00 and set a "buy" rating on the stock in a research report on Thursday, May 15th. Finally, Jefferies Financial Group reaffirmed a "hold" rating and set a $10.00 price objective (down previously from $52.00) on shares of Arvinas in a research report on Friday, May 2nd. Ten analysts have rated the stock with a hold rating and twelve have given a buy rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and a consensus target price of $19.76.

Arvinas Stock Performance

Shares of NASDAQ:ARVN traded down $0.22 during trading hours on Monday, hitting $6.87. 327,632 shares of the company's stock traded hands, compared to its average volume of 2,187,978. Arvinas has a 52 week low of $5.90 and a 52 week high of $29.61. The company's fifty day simple moving average is $7.51 and its two-hundred day simple moving average is $9.74. The company has a market cap of $504.69 million, a price-to-earnings ratio of -6.79 and a beta of 2.22.

Arvinas (NASDAQ:ARVN - Get Free Report) last posted its quarterly earnings data on Wednesday, August 6th. The company reported ($0.84) earnings per share for the quarter, beating the consensus estimate of ($0.87) by $0.03. Arvinas had a negative net margin of 19.47% and a negative return on equity of 12.01%. The company had revenue of $22.40 million during the quarter, compared to analyst estimates of $34.42 million. During the same quarter last year, the firm posted ($0.49) EPS. The business's revenue for the quarter was down 70.7% on a year-over-year basis.

Insider Activity at Arvinas

In related news, CFO Andrew Saik sold 5,700 shares of Arvinas stock in a transaction that occurred on Tuesday, June 24th. The stock was sold at an average price of $7.61, for a total transaction of $43,377.00. Following the sale, the chief financial officer owned 164,401 shares of the company's stock, valued at approximately $1,251,091.61. This trade represents a 3.35% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. 4.73% of the stock is owned by company insiders.

Hedge Funds Weigh In On Arvinas

Large investors have recently bought and sold shares of the business. Affinity Asset Advisors LLC grew its stake in Arvinas by 180.0% during the 4th quarter. Affinity Asset Advisors LLC now owns 630,000 shares of the company's stock worth $12,077,000 after buying an additional 405,000 shares during the last quarter. Allspring Global Investments Holdings LLC purchased a new stake in Arvinas during the 1st quarter valued at about $80,000. Kennedy Capital Management LLC grew its stake in Arvinas by 42.0% during the 4th quarter. Kennedy Capital Management LLC now owns 208,992 shares of the company's stock valued at $4,006,000 after purchasing an additional 61,802 shares during the last quarter. Northern Trust Corp grew its stake in Arvinas by 7.2% during the 4th quarter. Northern Trust Corp now owns 631,131 shares of the company's stock valued at $12,099,000 after purchasing an additional 42,638 shares during the last quarter. Finally, Monaco Asset Management SAM grew its stake in Arvinas by 1,161.8% during the 1st quarter. Monaco Asset Management SAM now owns 315,459 shares of the company's stock valued at $2,215,000 after purchasing an additional 290,459 shares during the last quarter. Hedge funds and other institutional investors own 95.19% of the company's stock.

About Arvinas

Arvinas, Inc, a clinical-stage biotechnology company, engages in the discovery, development, and commercialization of therapies to degrade disease-causing proteins. The company engineers proteolysis targeting chimeras (PROTAC) targeted protein degraders that are designed to harness the body's own natural protein disposal system to degrade and remove disease-causing proteins.