Lifesci Capital Has Bearish Forecast for RVMD Q1 Earnings

Revolution Medicines, Inc. (NASDAQ:RVMD) – Stock analysts at Lifesci Capital lowered their Q1 2026 EPS estimates for Revolution Medicines in a research report issued on Wednesday, February 25th. Lifesci Capital analyst C. Zhu now expects that the company will earn ($1.76) per share for the quarter, down from their previous estimate of ($1.64). The consensus estimate for Revolution Medicines’ current full-year earnings is ($3.49) per share. Lifesci Capital also issued estimates for Revolution Medicines’ Q2 2026 earnings at ($1.89) EPS, Q3 2026 earnings at ($2.04) EPS, Q4 2026 earnings at ($2.09) EPS and FY2026 earnings at ($7.78) EPS.

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

A number of other equities analysts also recently issued reports on the company. Wolfe Research started coverage on Revolution Medicines in a research report on Tuesday, November 18th. They set an “outperform” rating and a $75.00 price target on the stock. Royal Bank Of Canada initiated coverage on Revolution Medicines in a research note on Monday, November 3rd. They issued an “outperform” rating and a $77.00 price target for the company. Wedbush reissued an “outperform” rating on shares of Revolution Medicines in a report on Friday, January 9th. JPMorgan Chase & Co. boosted their price target on Revolution Medicines from $71.00 to $82.00 and gave the stock an “overweight” rating in a research note on Thursday, November 6th. Finally, Weiss Ratings restated a “sell (d-)” rating on shares of Revolution Medicines in a report on Thursday, January 22nd. Four analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Buy” and a consensus target price of $78.94.

Revolution Medicines Trading Down 0.1%

NASDAQ:RVMD opened at $102.02 on Monday. The stock has a market capitalization of $20.22 billion, a price-to-earnings ratio of -17.26 and a beta of 0.99. Revolution Medicines has a 52 week low of $29.17 and a 52 week high of $124.49. The company has a quick ratio of 7.14, a current ratio of 7.14 and a debt-to-equity ratio of 0.16. The firm has a 50 day moving average of $99.18 and a 200 day moving average of $70.84.

Insider Transactions at Revolution Medicines

In related news, insider Stephen Michael Kelsey sold 5,447 shares of the company’s stock in a transaction that occurred on Tuesday, December 16th. The stock was sold at an average price of $76.82, for a total value of $418,438.54. Following the sale, the insider owned 278,600 shares in the company, valued at $21,402,052. This represents a 1.92% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, COO Margaret A. Horn sold 75,000 shares of the stock in a transaction that occurred on Wednesday, January 7th. The stock was sold at an average price of $100.56, for a total transaction of $7,542,000.00. Following the completion of the transaction, the chief operating officer owned 141,053 shares in the company, valued at approximately $14,184,289.68. This trade represents a 34.71% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 113,792 shares of company stock worth $10,734,640 in the last 90 days. 8.20% of the stock is owned by company insiders.

Institutional Trading of Revolution Medicines

Large investors have recently made changes to their positions in the business. General Atlantic L.P. purchased a new position in shares of Revolution Medicines in the 3rd quarter valued at about $115,556,000. Norges Bank acquired a new stake in Revolution Medicines in the fourth quarter valued at approximately $195,568,000. Avoro Capital Advisors LLC purchased a new stake in shares of Revolution Medicines in the fourth quarter valued at approximately $172,840,000. UBS Group AG increased its position in shares of Revolution Medicines by 183.6% in the fourth quarter. UBS Group AG now owns 3,087,937 shares of the company’s stock valued at $245,954,000 after buying an additional 1,998,972 shares in the last quarter. Finally, Polar Capital Holdings Plc raised its stake in shares of Revolution Medicines by 321.2% during the 4th quarter. Polar Capital Holdings Plc now owns 2,013,791 shares of the company’s stock worth $160,398,000 after buying an additional 1,535,686 shares during the period. 94.34% of the stock is owned by hedge funds and other institutional investors.

Revolution Medicines News Roundup

Here are the key news stories impacting Revolution Medicines this week:

• Positive Sentiment: UBS initiated coverage with a “buy” rating, providing outside validation that could support more buying interest from institutional investors. Article Title
• Positive Sentiment: Evercore upgraded RVMD to “strong-buy,” adding another bullish analyst voice that may help sustain demand for the stock. Article Title
• Positive Sentiment: Coverage asking whether Revolution has found a cancer-treatment breakthrough is driving speculative interest; positive clinical readouts or clearer efficacy signals could be a material upside catalyst. Article Title
• Neutral Sentiment: The published Q4 2025 earnings call transcript provides management commentary and detail investors will parse for clinical progress, timelines and cost drivers; it’s a primary source but not new news by itself. Article Title
• Negative Sentiment: Revolution reported a wider-than-expected Q4 loss and guided 2026 operating expenses to $1.6B–$1.7B as it advances late‑stage RAS programs—higher burn and an earnings miss are immediate negatives that can pressure the share price until clinical milestones are demonstrated. Article Title

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.