Wedbush Has Optimistic Outlook of Arvinas Q3 Earnings

Key Points

• Wedbush analysts raised their earnings estimates for Arvinas, projecting a Q3 2025 loss of ($0.60) EPS, an improvement from their previous forecast of ($0.76).
• In its latest earnings report, Arvinas recorded a loss of ($0.84) EPS for the quarter, slightly exceeding the market estimate, but its revenue of $22.40 million fell short of expectations by over $12 million.
• Despite a positive earnings estimate from Wedbush, ratings have been mixed among analysts, with some firms downgrading their price targets significantly, while the majority still maintain a "hold" or "buy" outlook on the stock.

Arvinas, Inc. (NASDAQ:ARVN - Free Report) - Wedbush upped their Q3 2025 earnings per share (EPS) estimates for shares of Arvinas in a report issued on Wednesday, August 6th. Wedbush analyst R. Driscoll now forecasts that the company will post earnings of ($0.60) per share for the quarter, up from their prior estimate of ($0.76). The consensus estimate for Arvinas' current full-year earnings is ($3.81) per share. Wedbush also issued estimates for Arvinas' Q4 2025 earnings at ($0.58) EPS, FY2025 earnings at ($0.88) EPS, FY2026 earnings at ($1.99) EPS, FY2027 earnings at ($3.55) EPS, FY2028 earnings at ($2.76) EPS and FY2029 earnings at ($2.40) EPS.

Several other equities research analysts have also issued reports on the company. BMO Capital Markets dropped their price objective on Arvinas from $20.00 to $10.00 and set an "outperform" rating for the company in a research note on Monday, May 5th. Leerink Partnrs cut Arvinas from a "strong-buy" rating to a "hold" rating in a report on Sunday, June 1st. Citigroup decreased their target price on Arvinas from $10.00 to $9.50 and set a "neutral" rating on the stock in a report on Monday, May 5th. BTIG Research set a $16.00 price target on Arvinas and gave the company a "buy" rating in a report on Friday, May 2nd. Finally, UBS Group decreased their price target on Arvinas from $74.00 to $21.00 and set a "buy" rating on the stock in a report on Thursday, May 15th. Ten research analysts have rated the stock with a hold rating and twelve have issued a buy rating to the company. Based on data from MarketBeat.com, the company has an average rating of "Moderate Buy" and a consensus price target of $19.76.

Arvinas Trading Down 3.0%

Shares of ARVN traded down $0.22 on Monday, reaching $6.87. 327,632 shares of the company's stock traded hands, compared to its average volume of 2,187,978. The stock's 50 day simple moving average is $7.51 and its two-hundred day simple moving average is $9.74. Arvinas has a 52-week low of $5.90 and a 52-week high of $29.61. The stock has a market cap of $504.69 million, a PE ratio of -6.79 and a beta of 2.22.

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

Hedge Funds Weigh In On Arvinas

Institutional investors have recently modified their holdings of the company. GF Fund Management CO. LTD. purchased a new position in shares of Arvinas in the fourth quarter valued at $28,000. GAMMA Investing LLC boosted its stake in Arvinas by 11,283.8% during the 1st quarter. GAMMA Investing LLC now owns 4,212 shares of the company's stock valued at $300,000 after acquiring an additional 4,175 shares during the last quarter. Caitong International Asset Management Co. Ltd boosted its stake in Arvinas by 965.4% during the 1st quarter. Caitong International Asset Management Co. Ltd now owns 4,656 shares of the company's stock valued at $33,000 after acquiring an additional 4,219 shares during the last quarter. CWM LLC boosted its stake in Arvinas by 2,317.5% during the 1st quarter. CWM LLC now owns 7,615 shares of the company's stock valued at $53,000 after acquiring an additional 7,300 shares during the last quarter. Finally, Public Employees Retirement System of Ohio bought a new position in Arvinas during the 2nd quarter valued at $74,000. Institutional investors and hedge funds own 95.19% of the company's stock.

Insider Buying and Selling at Arvinas

In other news, CFO Andrew Saik sold 5,700 shares of Arvinas stock in a transaction dated Tuesday, June 24th. The shares were sold at an average price of $7.61, for a total value of $43,377.00. Following the sale, the chief financial officer owned 164,401 shares of the company's stock, valued at $1,251,091.61. The trade was a 3.35% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Insiders own 4.73% 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.