HC Wainwright Has Bearish Forecast for Arvinas Q1 Earnings

Arvinas, Inc. (NASDAQ:ARVN) – Equities researchers at HC Wainwright reduced their Q1 2026 earnings estimates for shares of Arvinas in a research note issued on Wednesday, February 25th. HC Wainwright analyst A. Fein now expects that the company will post earnings of ($0.89) per share for the quarter, down from their previous estimate of ($0.70). The consensus estimate for Arvinas’ current full-year earnings is ($3.81) per share. HC Wainwright also issued estimates for Arvinas’ Q2 2026 earnings at ($0.86) EPS, Q3 2026 earnings at ($0.90) EPS, Q4 2026 earnings at ($0.85) EPS, FY2026 earnings at ($3.50) EPS, FY2027 earnings at ($3.14) EPS, FY2028 earnings at $3.09 EPS, FY2029 earnings at $1.76 EPS and FY2030 earnings at $5.60 EPS.

Arvinas (NASDAQ:ARVN) last issued its earnings results on Tuesday, February 24th. The company reported ($1.10) earnings per share (EPS) for the quarter, missing the consensus estimate of ($0.55) by ($0.55). The business had revenue of $9.50 million for the quarter, compared to analysts’ expectations of $37.26 million. Arvinas had a negative return on equity of 14.25% and a negative net margin of 30.77%.The company’s revenue for the quarter was down 84.0% on a year-over-year basis. During the same period last year, the business earned ($0.63) EPS.

A number of other analysts also recently commented on ARVN. Citigroup upgraded Arvinas from a “neutral” rating to a “buy” rating and upped their target price for the stock from $10.00 to $15.00 in a research note on Tuesday, January 6th. Wall Street Zen raised Arvinas from a “sell” rating to a “hold” rating in a report on Sunday, February 22nd. Barclays raised their price objective on shares of Arvinas from $16.00 to $18.00 and gave the stock an “overweight” rating in a research note on Wednesday, December 17th. Piper Sandler reaffirmed an “overweight” rating and set a $20.00 target price (up from $16.00) on shares of Arvinas in a report on Wednesday. Finally, Weiss Ratings reiterated a “sell (d-)” rating on shares of Arvinas in a research note on Monday, December 22nd. Ten research analysts have rated the stock with a Buy rating, eight have given a Hold rating and two have given a Sell rating to the stock. According to MarketBeat, Arvinas currently has an average rating of “Hold” and an average price target of $13.47.

Arvinas Stock Performance

Shares of ARVN opened at $13.27 on Friday. The business’s 50-day moving average is $12.48 and its two-hundred day moving average is $10.62. The company has a market capitalization of $848.75 million, a P/E ratio of -10.37 and a beta of 1.88. Arvinas has a fifty-two week low of $5.90 and a fifty-two week high of $18.93.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently bought and sold shares of the stock. Tower Research Capital LLC TRC lifted its position in Arvinas by 491.4% during the second quarter. Tower Research Capital LLC TRC now owns 5,819 shares of the company’s stock worth $43,000 after buying an additional 4,835 shares in the last quarter. Canada Pension Plan Investment Board raised its holdings in shares of Arvinas by 109.4% during the 2nd quarter. Canada Pension Plan Investment Board now owns 6,700 shares of the company’s stock worth $49,000 after acquiring an additional 3,500 shares during the period. State of Wyoming acquired a new position in shares of Arvinas during the 3rd quarter valued at about $68,000. Abel Hall LLC purchased a new stake in shares of Arvinas in the fourth quarter valued at about $125,000. Finally, Corient Private Wealth LLC acquired a new stake in Arvinas during the fourth quarter worth about $127,000. 95.19% of the stock is owned by hedge funds and other institutional investors.

Insider Activity at Arvinas

In related news, CFO Andrew Saik sold 5,134 shares of the business’s stock in a transaction on Friday, February 13th. The shares were sold at an average price of $11.89, for a total value of $61,043.26. Following the completion of the sale, the chief financial officer owned 159,267 shares of the company’s stock, valued at approximately $1,893,684.63. The trade was a 3.12% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CEO Randy Teel sold 4,786 shares of the company’s stock in a transaction on Monday, February 23rd. The stock was sold at an average price of $12.16, for a total transaction of $58,197.76. Following the transaction, the chief executive officer owned 149,696 shares of the company’s stock, valued at $1,820,303.36. This represents a 3.10% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 22,132 shares of company stock valued at $264,741. 4.73% of the stock is owned by company insiders.

Arvinas News Summary

Here are the key news stories impacting Arvinas this week:

• Positive Sentiment: Piper Sandler reiterated an “overweight” rating and raised its price target to $20, signaling meaningful upside versus current levels. Read More.
• Positive Sentiment: HC Wainwright raised longer‑range earnings projections for FY2028–FY2030 (FY2028 to $3.09, FY2029 to $1.76, FY2030 to $5.60), implying stronger late‑cycle profitability if clinical/program milestones are met. Read More.
• Positive Sentiment: Institutional investors increased positions in Q4 (Invesco, Ikarian among buyers), which can support liquidity and indicate some investor confidence in the pipeline. Read More.
• Neutral Sentiment: Street consensus remains mixed (MarketBeat shows a “Hold” consensus with a $13.47 average target), so analyst moves are not uniform — upgrades from some firms may not sway broader sentiment. Read More.
• Neutral Sentiment: Reported short‑interest figures in recent updates appear to be erroneous (showing 0 shares/NaN), so short‑interest/read‑through risk is unclear until corrected data is published. (data report)
• Negative Sentiment: HC Wainwright sharply cut near‑term estimates (Q1–Q4 2026 and FY2026/FY2027 EPS downgraded), lowering expected profitability this year and next — a near‑term negative catalyst for the stock. Read More.
• Negative Sentiment: Q4 2025 results were a clear negative: EPS and revenue missed materially (reported -$1.10 EPS vs. -$0.55 expected; revenue $9.5M vs. $37.3M expected), which is the primary driver pressuring the share price. Read More.
• Negative Sentiment: Insider sales: CEO Randy Teel and CAO David Loomis sold shares on Feb. 23 (modest reductions). Insider selling can be perceived negatively even when routine; filings: Read More., Read More.

Arvinas Company Profile

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.