Margaret Horn Sells 75,000 Shares of Revolution Medicines (NASDAQ:RVMD) Stock

Revolution Medicines, Inc. (NASDAQ:RVMD) COO Margaret Horn sold 75,000 shares of the stock in a transaction 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 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 sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this link.

Revolution Medicines Stock Up 10.5%

Revolution Medicines stock opened at $118.64 on Friday. The company has a current ratio of 8.05, a quick ratio of 8.05 and a debt-to-equity ratio of 0.16. Revolution Medicines, Inc. has a 1-year low of $29.17 and a 1-year high of $121.62. The firm’s fifty day simple moving average is $76.36 and its 200-day simple moving average is $54.07. The company has a market capitalization of $22.94 billion, a P/E ratio of -22.95 and a beta of 0.99.

Revolution Medicines (NASDAQ:RVMD) last posted its earnings results on Wednesday, November 5th. The company reported ($1.61) EPS for the quarter, missing the consensus estimate of ($1.39) by ($0.22). During the same period in the previous year, the business earned ($0.94) EPS. Sell-side analysts forecast that Revolution Medicines, Inc. will post -3.49 earnings per share for the current fiscal year.

Hedge Funds Weigh In On Revolution Medicines

Several large investors have recently bought and sold shares of RVMD. SG Americas Securities LLC boosted its holdings in Revolution Medicines by 56.1% in the 4th quarter. SG Americas Securities LLC now owns 16,723 shares of the company’s stock valued at $1,332,000 after purchasing an additional 6,009 shares during the period. Wealth Enhancement Advisory Services LLC acquired a new position in shares of Revolution Medicines during the fourth quarter valued at about $208,000. GAMMA Investing LLC lifted its stake in shares of Revolution Medicines by 60.0% in the fourth quarter. GAMMA Investing LLC now owns 1,339 shares of the company’s stock valued at $107,000 after buying an additional 502 shares during the period. FNY Investment Advisers LLC bought a new stake in shares of Revolution Medicines in the third quarter valued at about $110,000. Finally, Swiss Life Asset Management Ltd acquired a new stake in Revolution Medicines during the third quarter worth about $293,000. 94.34% of the stock is currently owned by institutional investors and hedge funds.

Revolution Medicines News Roundup

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

• Positive Sentiment: Reports that Merck is in talks to acquire Revolution Medicines for roughly $30–32 billion, a direct M&A bid narrative that can justify a sizable takeover premium and is the primary driver of today’s rally. Merck in talks (WSJ)
• Positive Sentiment: Takeover buzz broadened as media reported additional suitors and renewed buyout interest (markets often bid target stocks higher on competing-acquirer speculation). Takeover buzz, another suitor emerges (Barron’s)
• Positive Sentiment: FDA granted Breakthrough Therapy Designation to zoldonrasib for KRAS G12D-mutant NSCLC — a substantive clinical/regulatory win that strengthens RVMD’s strategic value to acquirers and supports a higher acquisition valuation. Breakthrough Therapy Designation (GlobeNewswire)
• Positive Sentiment: Unusual options activity — a large spike in call buying — indicates aggressive bullish/speculative positioning by traders ahead of or on takeover rumors, amplifying short-term upside momentum. (market reports)
• Neutral Sentiment: The stock experienced a temporary LULD (limit up/limit down) pause during trading, a procedural volatility-control measure that often accompanies sudden price moves but does not change fundamentals.
• Negative Sentiment: Earlier takeover reports referenced AbbVie interest but AbbVie publicly denied talks, which previously triggered volatility and a pullback — a reminder that rumor-driven moves can reverse if potential bidders decline to engage. AbbVie denies talks (Barron’s)
• Negative Sentiment: Revolution remains a loss-making biotech (recent quarterly EPS missed estimates), so absent a takeover premium the stock’s valuation relies on successful late-stage clinical outcomes and eventual commercialization. (company filings/earnings)

Analyst Upgrades and Downgrades

RVMD has been the subject of several analyst reports. Raymond James Financial boosted their target price on Revolution Medicines from $72.00 to $76.00 and gave the stock a “strong-buy” rating in a report on Friday, October 17th. Royal Bank Of Canada assumed coverage on shares of Revolution Medicines in a research note on Monday, November 3rd. They issued an “outperform” rating and a $77.00 price objective for the company. National Bankshares set a $80.00 price objective on shares of Revolution Medicines in a report on Friday, October 17th. Wedbush reiterated an “outperform” rating on shares of Revolution Medicines in a research note on Friday. Finally, HC Wainwright lifted their target price on shares of Revolution Medicines from $72.00 to $73.00 and gave the stock a “buy” rating in a report on Thursday, November 6th. Four investment analysts have rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and one has given a Sell rating to the company. According to MarketBeat.com, the company currently has a consensus rating of “Buy” and a consensus price target of $78.94.

Revolution Medicines Company Profile

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.