What is Lifesci Capital’s Forecast for RVMD Q1 Earnings?

Revolution Medicines, Inc. (NASDAQ:RVMD) – Analysts at Lifesci Capital reduced their Q1 2026 earnings per share estimates for Revolution Medicines in a report released on Wednesday, February 25th. Lifesci Capital analyst C. Zhu now expects that the company will post earnings per share of ($1.76) for the quarter, down from their previous estimate of ($1.64). The consensus estimate for Revolution Medicines’ current full-year earnings is ($3.49) per share. Lifesci Capital also issued estimates for Revolution Medicines’ Q2 2026 earnings at ($1.89) EPS, Q3 2026 earnings at ($2.04) EPS, Q4 2026 earnings at ($2.09) EPS and FY2026 earnings at ($7.78) EPS.

Revolution Medicines (NASDAQ:RVMD) last issued its quarterly earnings data 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 previous year, the company posted ($1.12) EPS.

A number of other equities research analysts also recently issued reports on the stock. Evercore raised shares of Revolution Medicines to a “strong-buy” rating in a research report on Wednesday, February 25th. UBS Group initiated coverage on Revolution Medicines in a research report on Friday. They set a “buy” rating on the stock. JPMorgan Chase & Co. boosted their price target on Revolution Medicines from $71.00 to $82.00 and gave the company an “overweight” rating in a report on Thursday, November 6th. Wedbush reaffirmed an “outperform” rating on shares of Revolution Medicines in a research note on Friday, January 9th. Finally, Royal Bank Of Canada assumed coverage on Revolution Medicines in a research report on Monday, November 3rd. They set an “outperform” rating and a $77.00 price objective on the stock. Four research analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating and one has given a Sell rating to the stock. According to data from MarketBeat, Revolution Medicines currently has a consensus rating of “Buy” and an average price target of $78.94.

Revolution Medicines Stock Down 0.1%

Shares of RVMD stock opened at $102.02 on Monday. The company has a current ratio of 7.14, a quick ratio of 7.14 and a debt-to-equity ratio of 0.16. Revolution Medicines has a 12 month low of $29.17 and a 12 month high of $124.49. The stock has a market cap of $20.22 billion, a P/E ratio of -17.26 and a beta of 0.99. The company has a 50 day simple moving average of $99.18 and a two-hundred day simple moving average of $70.84.

Hedge Funds Weigh In On Revolution Medicines

A number of hedge funds have recently added to or reduced their stakes in the stock. Global Retirement Partners LLC raised its stake in shares of Revolution Medicines by 1,002.8% during the fourth quarter. Global Retirement Partners LLC now owns 397 shares of the company’s stock valued at $32,000 after acquiring an additional 361 shares in the last quarter. Indiana Trust & Investment Management Co purchased a new stake in Revolution Medicines in the fourth quarter worth about $32,000. Torren Management LLC purchased a new stake in shares of Revolution Medicines in the 4th quarter worth approximately $33,000. Arax Advisory Partners purchased a new stake in Revolution Medicines during the fourth quarter worth $38,000. Finally, Darwin Wealth Management LLC purchased a new stake in Revolution Medicines during the fourth quarter worth $40,000. 94.34% of the stock is currently owned by institutional investors.

Insider Buying and Selling at Revolution Medicines

In other Revolution Medicines news, COO Margaret A. Horn sold 75,000 shares of the business’s stock in a transaction that occurred 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 sale, the chief operating officer directly owned 141,053 shares of the company’s stock, valued at $14,184,289.68. The trade was a 34.71% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, insider Stephen Michael Kelsey sold 5,447 shares of the business’s stock in a transaction that occurred on Tuesday, December 16th. The shares were sold at an average price of $76.82, for a total value of $418,438.54. Following the transaction, the insider directly owned 278,600 shares in the company, valued at approximately $21,402,052. This represents a 1.92% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 113,792 shares of company stock valued at $10,734,640. Corporate 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: 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.