Mark Goldsmith Sells 120,000 Shares of Revolution Medicines (NASDAQ:RVMD) Stock

Revolution Medicines, Inc. (NASDAQ:RVMD) insider Mark Goldsmith sold 120,000 shares of the stock in a transaction that occurred on Wednesday, April 15th. The stock was sold at an average price of $150.09, for a total value of $18,010,800.00. Following the completion of the transaction, the insider owned 276,698 shares in the company, valued at approximately $41,529,602.82. The trade was a 30.25% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link.

Revolution Medicines Stock Down 0.4%

RVMD stock opened at $148.63 on Friday. Revolution Medicines, Inc. has a twelve month low of $34.00 and a twelve month high of $155.70. The company has a quick ratio of 7.14, a current ratio of 7.14 and a debt-to-equity ratio of 0.16. The stock’s 50 day moving average is $103.12 and its 200-day moving average is $86.19. The firm has a market capitalization of $29.45 billion, a PE ratio of -25.15 and a beta of 1.01.

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

Key Stories Impacting Revolution Medicines

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

• Positive Sentiment: Takeover speculation persists after positive interpretation of daraxonrasib clinical data, which can support M&A interest and investor upside. Why Revolution Medicines still looks like a prime takeover target
• Positive Sentiment: Lifesci Capital nudged its Q4 2026 EPS forecast slightly higher (from -$2.09 to -$2.08), a small positive signal on model outlook and analyst sentiment.
• Neutral Sentiment: Public reporting noted the company entered underwriting agreements and moved to raise capital via equity and convertible notes — confirms the financing plan but adds no new terms beyond the filing coverage. Revolution Medicines Raises Capital via Equity and Convertible Notes
• Negative Sentiment: Revolution closed concurrent upsized offerings: 12,147,887 common shares at $142.00 and $500M of 0.50% convertible senior notes due 2033, raising ~$2.225B gross. The large equity issuance (including full underwriter option) is dilutive and often pressures near-term share price despite improving cash runway. Revolution Medicines Announces Closing of Concurrent Upsized Public Offerings
• Negative Sentiment: HC Wainwright cut multiple quarterly and full‑year EPS forecasts materially (Q1–Q4 and FY2026 revisions lower), signaling weaker near‑term profitability expectations and adding downward pressure on sentiment.

Institutional Trading of Revolution Medicines

A number of hedge funds have recently bought and sold shares of the business. Vanguard Group Inc. lifted its holdings in Revolution Medicines by 6.7% during the fourth quarter. Vanguard Group Inc. now owns 16,719,886 shares of the company’s stock worth $1,331,739,000 after acquiring an additional 1,056,792 shares during the period. Farallon Capital Management LLC lifted its holdings in Revolution Medicines by 2.1% during the third quarter. Farallon Capital Management LLC now owns 14,625,692 shares of the company’s stock worth $683,020,000 after acquiring an additional 300,000 shares during the period. Janus Henderson Group PLC increased its position in Revolution Medicines by 8.3% in the fourth quarter. Janus Henderson Group PLC now owns 12,303,502 shares of the company’s stock worth $980,036,000 after buying an additional 947,448 shares during the last quarter. Baker BROS. Advisors LP increased its position in Revolution Medicines by 1.0% in the third quarter. Baker BROS. Advisors LP now owns 9,455,357 shares of the company’s stock worth $441,565,000 after buying an additional 90,385 shares during the last quarter. Finally, Nextech Invest Ltd. increased its position in Revolution Medicines by 20.7% in the fourth quarter. Nextech Invest Ltd. now owns 7,601,087 shares of the company’s stock worth $332,472,000 after buying an additional 1,304,347 shares during the last quarter. 94.34% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

RVMD has been the subject of a number of recent analyst reports. Evercore reaffirmed an “outperform” rating on shares of Revolution Medicines in a research report on Tuesday. Benchmark reaffirmed an “overweight” rating on shares of Revolution Medicines in a research report on Tuesday, February 17th. UBS Group began coverage on shares of Revolution Medicines in a research report on Friday, February 27th. They issued a “buy” rating for the company. Wedbush reiterated an “outperform” rating on shares of Revolution Medicines in a report on Tuesday, April 14th. Finally, Truist Financial upgraded Revolution Medicines to a “strong-buy” rating in a report on Wednesday, March 25th. Four equities research analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the company has an average 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.