Revolution Medicines, Inc. (NASDAQ:RVMD) Given Average Rating of “Buy” by Analysts

Shares of Revolution Medicines, Inc. (NASDAQ:RVMD) have been given an average rating of “Buy” by the eighteen research firms that are currently covering the company, Marketbeat.com reports. One investment analyst has rated the stock with a sell recommendation, thirteen have given a buy recommendation and four have assigned a strong buy recommendation to the company. The average twelve-month price objective among analysts that have covered the stock in the last year is $78.9412.

Several brokerages have commented on RVMD. Weiss Ratings restated a “sell (d-)” rating on shares of Revolution Medicines in a research note on Wednesday, October 8th. UBS Group upgraded shares of Revolution Medicines to a “strong-buy” rating in a research report on Thursday, December 4th. Royal Bank Of Canada started coverage on shares of Revolution Medicines in a research note on Monday, November 3rd. They set an “outperform” rating and a $77.00 price objective for the company. National Bankshares set a $80.00 target price on shares of Revolution Medicines in a research note on Friday, October 17th. Finally, Wedbush reissued an “outperform” rating on shares of Revolution Medicines in a report on Friday.

Insiders Place Their Bets

In related news, insider Mark A. Goldsmith sold 15,394 shares of Revolution Medicines stock in a transaction on Tuesday, December 16th. The stock was sold at an average price of $76.82, for a total transaction of $1,182,567.08. Following the completion of the sale, the insider owned 232,469 shares of the company’s stock, valued at approximately $17,858,268.58. This trade represents a 6.21% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, COO Margaret A. Horn sold 75,000 shares of the company’s stock in a transaction dated Wednesday, January 7th. The stock was sold at an average price of $100.56, for a total value of $7,542,000.00. Following the completion of the transaction, the chief operating officer owned 141,053 shares in the company, valued at $14,184,289.68. This represents a 34.71% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 243,792 shares of company stock worth $19,757,740. 8.20% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On Revolution Medicines

A number of institutional investors and hedge funds have recently bought and sold shares of the stock. GAMMA Investing LLC grew its stake in Revolution Medicines by 45.1% in the 3rd quarter. GAMMA Investing LLC now owns 837 shares of the company’s stock worth $39,000 after buying an additional 260 shares in the last quarter. CWM LLC lifted its holdings in shares of Revolution Medicines by 171.3% during the 2nd quarter. CWM LLC now owns 917 shares of the company’s stock worth $34,000 after acquiring an additional 579 shares during the last quarter. a16z Perennial Management L.P. purchased a new position in Revolution Medicines in the second quarter worth $67,000. AlphaQuest LLC bought a new position in Revolution Medicines in the second quarter valued at $73,000. Finally, Danske Bank A S purchased a new stake in Revolution Medicines during the third quarter valued at about $98,000. 94.34% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Revolution Medicines

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)

Revolution Medicines Trading Up 10.5%

Shares of RVMD stock opened at $118.64 on Monday. The company’s fifty day simple moving average is $76.36 and its two-hundred day simple moving average is $54.18. The company has a debt-to-equity ratio of 0.16, a current ratio of 8.05 and a quick ratio of 8.05. Revolution Medicines has a 1 year low of $29.17 and a 1 year high of $121.62. The stock has a market capitalization of $22.94 billion, a price-to-earnings ratio of -22.95 and a beta of 0.99.

Revolution Medicines (NASDAQ:RVMD) last posted its quarterly earnings results on Wednesday, November 5th. The company reported ($1.61) EPS for the quarter, missing analysts’ consensus estimates of ($1.39) by ($0.22). During the same period in the previous year, the company earned ($0.94) earnings per share. As a group, analysts anticipate that Revolution Medicines will post -3.49 earnings per share for the current year.

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.