Arvinas (NASDAQ:ARVN) Downgraded by Wall Street Zen to “Sell”

Arvinas (NASDAQ:ARVN) was downgraded by Wall Street Zen from a “hold” rating to a “sell” rating in a research note issued on Monday.

Several other research firms have also recently issued reports on ARVN. Stephens raised their target price on Arvinas from $14.00 to $15.00 and gave the stock an “overweight” rating in a research note on Monday, November 10th. Weiss Ratings reiterated a “sell (d-)” rating on shares of Arvinas in a report on Monday, December 22nd. Citigroup upgraded Arvinas from a “neutral” rating to a “buy” rating and lifted their price objective for the stock from $10.00 to $15.00 in a research report on Tuesday, January 6th. Piper Sandler restated an “overweight” rating and set a $20.00 target price (up from $16.00) on shares of Arvinas in a report on Wednesday, February 25th. Finally, Wedbush raised their price target on Arvinas from $9.00 to $11.00 and gave the stock a “neutral” rating in a research note on Tuesday, February 24th. Ten research analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat, Arvinas has a consensus rating of “Hold” and an average price target of $13.47.

Arvinas Stock Down 0.8%

NASDAQ:ARVN opened at $13.27 on Monday. The company has a fifty day moving average of $12.48 and a 200 day moving average of $10.65. Arvinas has a 52 week low of $5.90 and a 52 week high of $18.93. The firm has a market capitalization of $848.75 million, a P/E ratio of -10.37 and a beta of 1.87.

Arvinas (NASDAQ:ARVN) last announced its quarterly earnings results on Tuesday, February 24th. The company reported ($1.10) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of ($0.55) by ($0.55). Arvinas had a negative return on equity of 14.25% and a negative net margin of 30.77%.The firm had revenue of $9.50 million during the quarter, compared to the consensus estimate of $37.26 million. During the same period last year, the business earned ($0.63) EPS. Arvinas’s revenue was down 84.0% on a year-over-year basis. As a group, analysts anticipate that Arvinas will post -3.81 EPS for the current year.

Insider Transactions at Arvinas

In other Arvinas news, CEO Randy Teel sold 4,786 shares of the stock in a transaction on Monday, February 23rd. The stock was sold at an average price of $12.16, for a total value of $58,197.76. Following the completion of the transaction, the chief executive officer owned 149,696 shares in the company, valued at approximately $1,820,303.36. This represents a 3.10% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Noah Berkowitz sold 5,685 shares of the firm’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 $67,594.65. Following the transaction, the insider directly owned 163,938 shares of the company’s stock, valued at $1,949,222.82. This represents a 3.35% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 22,132 shares of company stock valued at $264,741. Corporate insiders own 4.73% of the company’s stock.

Institutional Trading of Arvinas

A number of hedge funds and other institutional investors have recently modified their holdings of the business. AQR Capital Management LLC purchased a new position in Arvinas in the 1st quarter worth approximately $727,000. Jacobs Levy Equity Management Inc. bought a new stake in shares of Arvinas in the 1st quarter worth $301,000. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its stake in shares of Arvinas by 5.8% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 38,636 shares of the company’s stock worth $271,000 after purchasing an additional 2,122 shares during the last quarter. Millennium Management LLC lifted its holdings in shares of Arvinas by 208.4% during the first quarter. Millennium Management LLC now owns 1,310,326 shares of the company’s stock valued at $9,198,000 after purchasing an additional 885,483 shares in the last quarter. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its holdings in shares of Arvinas by 108.3% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 902,925 shares of the company’s stock valued at $6,339,000 after purchasing an additional 469,394 shares in the last quarter. 95.19% of the stock is owned by hedge funds and other institutional investors.

Key Arvinas News

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.