Revolution Medicines (NASDAQ:RVMD) Research Coverage Started at UBS Group

UBS Group initiated coverage on shares of Revolution Medicines (NASDAQ:RVMD) in a report published on Friday morning. The brokerage issued a buy rating on the stock.

A number of other research analysts have also recently commented on the stock. Weiss Ratings reiterated a “sell (d-)” rating on shares of Revolution Medicines in a research report on Thursday, January 22nd. HC Wainwright increased their target price on shares of Revolution Medicines from $72.00 to $73.00 and gave the company a “buy” rating in a report on Thursday, November 6th. Wedbush reissued an “outperform” rating on shares of Revolution Medicines in a research note on Friday, January 9th. Benchmark restated an “overweight” rating on shares of Revolution Medicines in a research report on Tuesday, February 17th. Finally, Needham & Company LLC raised their price objective on Revolution Medicines from $66.00 to $72.00 and gave the company a “buy” rating in a research note on Thursday, November 6th. Four investment analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Buy” and a consensus price target of $78.94.

Revolution Medicines Stock Down 0.1%

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

Revolution Medicines (NASDAQ:RVMD) last issued its quarterly earnings results on Wednesday, February 25th. The company reported ($1.86) earnings per share (EPS) for the quarter, missing the consensus estimate of ($1.56) by ($0.30). During the same period in the previous year, the company earned ($1.12) earnings per share. As a group, research analysts anticipate that Revolution Medicines will post -3.49 EPS for the current fiscal year.

Insider Activity

In related news, CFO Jack Anders sold 10,000 shares of the company’s stock in a transaction on Wednesday, January 7th. The shares were sold at an average price of $98.00, for a total value of $980,000.00. Following the completion of the transaction, the chief financial officer owned 108,065 shares of the company’s stock, valued at approximately $10,590,370. This represents a 8.47% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, insider Mark A. Goldsmith sold 15,394 shares of the firm’s stock in a transaction that occurred on Tuesday, December 16th. The shares were sold at an average price of $76.82, for a total value of $1,182,567.08. Following the transaction, the insider owned 232,469 shares of the company’s stock, valued at $17,858,268.58. This represents a 6.21% 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 quarter. 8.20% of the stock is currently owned by insiders.

Hedge Funds Weigh In On Revolution Medicines

Hedge funds have recently added to or reduced their stakes in the stock. Indiana Trust & Investment Management Co bought a new stake in shares of Revolution Medicines in the 4th quarter valued at about $32,000. Global Retirement Partners LLC lifted its stake in shares of Revolution Medicines by 1,002.8% during the fourth quarter. Global Retirement Partners LLC now owns 397 shares of the company’s stock worth $32,000 after buying an additional 361 shares during the period. Torren Management LLC acquired a new stake in shares of Revolution Medicines during the fourth quarter worth about $33,000. CWM LLC boosted its holdings in shares of Revolution Medicines by 171.3% in the 2nd quarter. CWM LLC now owns 917 shares of the company’s stock valued at $34,000 after acquiring an additional 579 shares during the last quarter. Finally, Arax Advisory Partners acquired a new stake in Revolution Medicines during the fourth quarter worth about $38,000. 94.34% of the stock is currently owned by institutional investors.

Revolution Medicines News Summary

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.