Revolution Medicines (NASDAQ:RVMD) Coverage Initiated at UBS Group

Analysts at UBS Group assumed coverage on shares of Revolution Medicines (NASDAQ:RVMD) in a report released on Friday. The brokerage set a “buy” rating on the stock.

A number of other research analysts have also commented on the company. Royal Bank Of Canada started coverage on Revolution Medicines in a report on Monday, November 3rd. They set an “outperform” rating and a $77.00 price objective on the stock. Weiss Ratings reiterated a “sell (d-)” rating on shares of Revolution Medicines in a report on Thursday, January 22nd. Needham & Company LLC lifted their price target on shares of Revolution Medicines from $66.00 to $72.00 and gave the company a “buy” rating in a research report on Thursday, November 6th. Benchmark reaffirmed an “overweight” rating on shares of Revolution Medicines in a report on Tuesday, February 17th. Finally, JPMorgan Chase & Co. raised their target price on shares of Revolution Medicines from $71.00 to $82.00 and gave the company an “overweight” rating in a research note on Thursday, November 6th. Four analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and one has assigned a Sell rating to the stock. According to MarketBeat, Revolution Medicines presently has an average rating of “Buy” and a consensus price target of $78.94.

Revolution Medicines Stock Down 0.1%

Revolution Medicines stock opened at $102.02 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 has a 1-year low of $29.17 and a 1-year high of $124.49. The firm’s fifty day simple moving average is $99.18 and its 200-day simple moving average is $70.60. The company has a market capitalization of $20.22 billion, a P/E ratio of -17.26 and a beta of 1.01.

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

Insider Activity at Revolution Medicines

In other Revolution Medicines news, COO Margaret A. Horn sold 75,000 shares of the stock in a transaction on Wednesday, January 7th. The shares were sold at an average price of $100.56, for a total value of $7,542,000.00. Following the completion of the sale, the chief operating officer directly owned 141,053 shares of the company’s stock, valued at $14,184,289.68. This represents a 34.71% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CFO Jack Anders sold 10,000 shares of the firm’s stock in a transaction on Wednesday, January 7th. The stock was sold at an average price of $98.00, for a total transaction of $980,000.00. Following the completion of the sale, the chief financial officer owned 108,065 shares in the company, valued at $10,590,370. This represents a 8.47% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 113,792 shares of company stock valued at $10,734,640 in the last 90 days. 8.20% of the stock is owned by company insiders.

Hedge Funds Weigh In On Revolution Medicines

Large investors have recently added to or reduced their stakes in the company. General Atlantic L.P. acquired a new stake in shares of Revolution Medicines during the 3rd quarter worth approximately $115,556,000. Norges Bank bought a new position in Revolution Medicines in the fourth quarter worth $195,568,000. Avoro Capital Advisors LLC acquired a new stake in Revolution Medicines during the fourth quarter worth $172,840,000. UBS Group AG increased its holdings in Revolution Medicines by 183.6% in the 4th 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 during the period. Finally, Polar Capital Holdings Plc increased its holdings in Revolution Medicines by 321.2% in the 4th quarter. Polar Capital Holdings Plc now owns 2,013,791 shares of the company’s stock valued at $160,398,000 after buying an additional 1,535,686 shares during the period. Institutional investors and hedge funds own 94.34% of the company’s stock.

Key Revolution Medicines News

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.