Q1 EPS Forecast for Revolution Medicines Cut by Analyst

Revolution Medicines, Inc. (NASDAQ:RVMD) – Research analysts at HC Wainwright lowered their Q1 2026 earnings per share estimates for Revolution Medicines in a research note issued to investors on Tuesday, April 14th. HC Wainwright analyst R. Burns now expects that the company will post earnings per share of ($1.82) for the quarter, down from their previous estimate of ($1.54). The consensus estimate for Revolution Medicines’ current full-year earnings is ($3.49) per share. HC Wainwright also issued estimates for Revolution Medicines’ Q2 2026 earnings at ($1.92) EPS, Q3 2026 earnings at ($2.02) EPS, Q4 2026 earnings at ($2.15) EPS and FY2026 earnings at ($7.93) EPS.

Revolution Medicines (NASDAQ:RVMD) last released its quarterly earnings results on Wednesday, February 25th. The company reported ($1.86) earnings per share for the quarter, missing the consensus estimate of ($1.56) by ($0.30). During the same period in the prior year, the firm earned ($1.12) earnings per share.

A number of other equities research analysts also recently commented on RVMD. Evercore reaffirmed an “outperform” rating on shares of Revolution Medicines in a research report on Tuesday. Wedbush reaffirmed an “outperform” rating on shares of Revolution Medicines in a research report on Tuesday. Jefferies Financial Group started coverage on Revolution Medicines in a research report on Monday, March 16th. They issued a “buy” rating for the company. Benchmark reaffirmed an “overweight” rating on shares of Revolution Medicines in a research report on Tuesday, February 17th. Finally, UBS Group started coverage on Revolution Medicines in a research report on Friday, February 27th. They issued a “buy” rating for the company. Four investment analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and one has given a Sell rating to the company’s stock. According to MarketBeat, Revolution Medicines currently has a consensus rating of “Buy” and a consensus target price of $78.94.

Revolution Medicines Stock Performance

Revolution Medicines stock opened at $149.27 on Thursday. The company has a market capitalization of $29.58 billion, a price-to-earnings ratio of -25.26 and a beta of 1.01. 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 fifty-two week low of $34.00 and a fifty-two week high of $155.70. The stock has a fifty day moving average of $102.10 and a two-hundred day moving average of $85.20.

Institutional Investors Weigh In On Revolution Medicines

Institutional investors and hedge funds have recently modified their holdings of the stock. Indiana Trust & Investment Management Co purchased a new stake in shares of Revolution Medicines in the fourth quarter worth about $32,000. Global Retirement Partners LLC boosted its position in shares of Revolution Medicines by 1,002.8% in 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 purchased a new stake in shares of Revolution Medicines in the fourth quarter worth about $33,000. Arax Advisory Partners purchased a new stake in shares of Revolution Medicines in the fourth quarter worth about $38,000. Finally, GAMMA Investing LLC boosted its position in shares of Revolution Medicines by 45.1% in the third quarter. GAMMA Investing LLC now owns 837 shares of the company’s stock worth $39,000 after buying an additional 260 shares during the period. Hedge funds and other institutional investors own 94.34% of the company’s stock.

Insider Activity at Revolution Medicines

In other news, CFO Jack Anders sold 2,753 shares of the firm’s stock in a transaction on Tuesday, March 17th. The shares were sold at an average price of $99.48, for a total value of $273,868.44. Following the transaction, the chief financial officer owned 125,512 shares of the company’s stock, valued at approximately $12,485,933.76. This trade represents a 2.15% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, insider Stephen Michael Kelsey sold 4,302 shares of Revolution Medicines stock in a transaction on Tuesday, March 17th. The shares were sold at an average price of $99.48, for a total transaction of $427,962.96. Following the transaction, the insider owned 295,398 shares in the company, valued at $29,386,193.04. The trade was a 1.44% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 64,592 shares of company stock valued at $6,488,732 over the last quarter. Company insiders own 8.20% of the company’s stock.

More Revolution Medicines News

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

• Positive Sentiment: M&A interest remains a potential upside: commentators say RVMD still looks like an attractive takeover target after positive daraxonrasib data, which could support a takeover premium or strategic interest. Why Revolution Medicines still looks like a prime takeover target
• Positive Sentiment: Bullish clinical/analyst commentary: some analysts and commentators are calling a “Strong Buy” based on daraxonrasib trial wins and pipeline expansions, supporting the view that clinical progress can drive long-term value. Revolution Medicines: ‘Strong Buy’ On Daraxonrasib Win
• Positive Sentiment: Analyst support: Wedbush reaffirmed an “Outperform” rating, signaling continued institutional bullishness despite near-term noise. Revolution Medicines ‘Outperform’ Rating Reaffirmed at Wedbush
• Neutral Sentiment: Minor estimate tweak: LifeSci Capital marginally adjusted its Q4 2026 EPS estimate (from –$2.09 to –$2.08), which is effectively immaterial to near‑term market moves but reflects continued analyst monitoring of spend and development timelines.
• Negative Sentiment: Large concurrent financing upsized to ~ $2.0B (≈10.56M shares at $142 + $500M 0.50% convertible notes) — proceeds earmarked for R&D/commercialization but the deal increases share count and creates dilution risk; convertible terms include an initial conversion price ~ $198.80 (~40% premium to the equity price). Settlement and underwriter option can further increase float, pressuring the stock. Revolution Medicines Prices $2.0 Billion in Concurrent Upsized Offerings
• Negative Sentiment: Analyst cuts from HC Wainwright: multiple downward revisions to quarterly and FY2026 EPS (notably a larger FY downgrade) signal concern about near-term profitability and raise caution on operating-cost and timeline assumptions.
• Negative Sentiment: Insider selling and mixed institutional flows: filings show substantial insider sales and notable portfolio rebalancing by large institutions, which can add selling pressure and amplify volatility. QuiverQuant: Revolution Medicines Announces Pricing of Offerings

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.