Mark Goldsmith Sells 12,871 Shares of Revolution Medicines (NASDAQ:RVMD) Stock

Revolution Medicines, Inc. (NASDAQ:RVMD) insider Mark Goldsmith sold 12,871 shares of the company’s stock in a transaction dated Tuesday, March 17th. The stock was sold at an average price of $99.48, for a total value of $1,280,407.08. Following the completion of the sale, the insider directly owned 276,698 shares of the company’s stock, valued at $27,525,917.04. The trade was a 4.44% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink.

Revolution Medicines Price Performance

RVMD stock opened at $95.78 on Friday. The firm has a market cap of $18.98 billion, a P/E ratio of -16.21 and a beta of 0.99. 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, Inc. has a 1 year low of $29.17 and a 1 year high of $124.49. The stock has a 50-day simple moving average of $102.96 and a 200-day simple moving average of $76.81.

Revolution Medicines (NASDAQ:RVMD) last released its quarterly 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) earnings per share. On average, equities analysts predict that Revolution Medicines, Inc. will post -3.49 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

Several research analysts have recently weighed in on the stock. Jefferies Financial Group started coverage on shares of Revolution Medicines in a research note on Monday, March 16th. They issued a “buy” rating for the company. UBS Group started coverage on shares of Revolution Medicines in a report on Friday, February 27th. They issued a “buy” rating on the stock. Evercore raised shares of Revolution Medicines to a “strong-buy” rating in a research report on Wednesday, February 25th. Weiss Ratings restated a “sell (d-)” rating on shares of Revolution Medicines in a research note on Thursday, January 22nd. Finally, Benchmark reaffirmed an “overweight” rating on shares of Revolution Medicines in a research report on Tuesday, February 17th. Four research analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, Revolution Medicines has a consensus rating of “Buy” and an average target price of $78.94.

Institutional Inflows and Outflows

A number of large investors have recently modified their holdings of RVMD. General Atlantic L.P. bought a new stake in shares of Revolution Medicines during the 3rd quarter valued at about $115,556,000. Norges Bank bought a new position in Revolution Medicines in the fourth quarter worth about $195,568,000. Avoro Capital Advisors LLC acquired a new position in Revolution Medicines in the fourth quarter valued at approximately $172,840,000. UBS Group AG boosted its stake in Revolution Medicines by 183.6% in the fourth quarter. UBS Group AG now owns 3,087,937 shares of the company’s stock valued at $245,954,000 after acquiring an additional 1,998,972 shares during the period. Finally, Polar Capital Holdings Plc grew its holdings in shares of Revolution Medicines by 321.2% during the fourth quarter. Polar Capital Holdings Plc now owns 2,013,791 shares of the company’s stock valued at $160,398,000 after purchasing an additional 1,535,686 shares during the last quarter. 94.34% of the stock is currently owned by institutional investors.

Key Stories Impacting Revolution Medicines

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

• Positive Sentiment: Large institutional interest — several big funds (General Atlantic, Norges Bank, Avoro, UBS, Polar Capital) have taken or increased stakes recently, which signals strong institutional conviction and can provide buying support. MarketBeat Institutional/Insider Summary
• Positive Sentiment: Analyst tone is largely favorable — multiple upgrades/initiations and a consensus “Buy” bias underpin positive sentiment among investors and can stabilize demand. Analyst Coverage Summary
• Neutral Sentiment: Company profile and pipeline are long-term positives but carry standard biotech clinical/readout risk — lead programs include RMC‑4630 (SHP2), RMC‑6291 (KRAS G12C) and RMC‑6236 (pan‑RAS).
• Neutral Sentiment: Recent results (Feb. 25) showed a wider-than-expected quarterly loss (EPS -$1.86 vs. -$1.56 est.), a reminder of ongoing cash burn and negative EPS guidance for the year — a typical headwind for development-stage biotechs. Earnings Summary
• Negative Sentiment: Unusual options activity — investors bought 12,797 put contracts (a ~131% increase vs. average put volume of 5,546), a bearish flow that can amplify near‑term downside and volatility.
• Negative Sentiment: Cluster of insider sales on Mar. 17 — several senior insiders trimmed positions (Mark A. Goldsmith 12,871 shares; Margaret A. Horn 4,583; Stephen M. Kelsey 4,302; Jack Anders 2,753; Lin Wei 2,073; Xiaolin Wang 2,010). Multiple Form 4 filings were submitted to the SEC, which can be interpreted negatively by some investors even if sales are for diversification or routine reasons. SEC filings: Read More. · Read More. · Read More. · Read More. · Read More. · Read More.

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.