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Revolution Medicines (RVMD)
NASDAQ:RVMD
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Revolution Medicines (RVMD) Price & Analysis

978 Followers

RVMD Stock Chart & Stats

$211.38
$0.48(0.25%)
At close: 4:00 PM EDT
$211.38
$0.48(0.25%)

Bulls Say, Bears Say

Bulls Say
FDA-approved Commercial ProductFDA approval transforms Revolution Medicines from a purely clinical-stage biotech into a commercial oncology company. RASONQUE’s once-daily treatment and demonstrated Phase 3 benefits create a foundation for product revenue, physician adoption, and broader validation of its RAS-focused platform.
Broad Late-stage Oncology PipelineSeveral Phase III programs across pancreatic and lung cancers provide multiple opportunities to extend the company’s product portfolio beyond its first approval. This breadth reduces reliance on one indication and supports durable growth if ongoing trials reproduce earlier clinical results.
Strong Liquidity Supports ExecutionA substantial liquidity position gives Revolution Medicines the resources to fund commercialization, manufacturing, and multiple expensive clinical programs without immediate dependence on operating revenue. This financial flexibility can support sustained execution through important 2026 and 2027 milestones.
Bears Say
Accelerating Cash BurnOperating cash usage has accelerated materially as the company expands trials, manufacturing, and launch preparation. Even with substantial liquidity, continued burn at this pace could shorten the funding runway and increase the need for future financing or capital allocation trade-offs.
Heavy Spending And Widening LossesThe cost base is rising rapidly while commercial revenue has not yet become meaningful in the reported financial profile. Higher R&D, G&A, and commercialization spending may be strategically necessary, but it creates sustained earnings pressure and raises execution risk.
Competitive And Regulatory UncertaintyRevolution Medicines faces uncertainty beyond its U.S. pancreatic approval, including changing NSCLC standards and potential requirements for comparative studies. Unclear European timing and competitive trial design could delay expansion, increase development costs, or weaken the pipeline’s commercial opportunity.

Revolution Medicines News

RVMD FAQ

What was Revolution Medicines’s price range in the past 12 months?
Revolution Medicines lowest stock price was $42.18 and its highest was $224.31 in the past 12 months.
    What is Revolution Medicines’s market cap?
    Revolution Medicines’s market cap is $43.68B.
      When is Revolution Medicines’s upcoming earnings report date?
      Revolution Medicines’s upcoming earnings report date is Nov 11, 2026 which is in 57 days.
        How were Revolution Medicines’s earnings last quarter?
        Revolution Medicines released its earnings results on Aug 05, 2026. The company reported -$3.06 earnings per share for the quarter, missing the consensus estimate of -$2.043 by -$1.017.
          Is Revolution Medicines overvalued?
          According to Wall Street analysts Revolution Medicines’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Revolution Medicines pay dividends?
            Revolution Medicines does not currently pay dividends.
            What is Revolution Medicines’s EPS estimate?
            Revolution Medicines’s EPS estimate is -2.41.
              How many shares outstanding does Revolution Medicines have?
              Revolution Medicines has 214,336,410 shares outstanding.
                What happened to Revolution Medicines’s price movement after its last earnings report?
                Revolution Medicines reported an EPS of -$3.06 in its last earnings report, missing expectations of -$2.043. Following the earnings report the stock price went up 0.258%.
                  Which hedge fund is a major shareholder of Revolution Medicines?
                  Currently, no hedge funds are holding shares in RVMD
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    Revolution Medicines

                    Revolution Medicines, Inc. is a precision oncology firm operating in the clinical development stage, dedicated to creating innovative treatments that target novel pathways crucial for RAS-driven cancers. Its pipeline includes several promising drug candidates: RMC-4630, an SHP2 inhibitor, is currently undergoing Phase 1/2 clinical trials for various solid tumors, such as gynecological and colorectal cancers. The company's portfolio also features RMC-5845, a selective inhibitor designed to target SOS1, a protein responsible for activating RAS within cells, and RMC-5552, a highly selective inhibitor for hyperactive mTORC1 signaling found in cancerous cells. Further expanding its therapeutic arsenal, Revolution Medicines is advancing RMC-6291, which selectively inhibits mutated forms of KRASG12C(ON) and NRASG12C(ON). Another promising compound, RMC-6236, specifically targets and inhibits a range of active RAS(ON) variants. Its research efforts also encompass other active RAS inhibitors aimed at KRASG13C(ON) and KRASG12D(ON) mutations. Revolution Medicines has established a collaborative partnership with Sanofi to research and develop SHP2 inhibitors, a collaboration that includes the development of RMC-4630. Established in 2014, Revolution Medicines, Inc. operates from its corporate headquarters situated in Redwood City, California.

                    Revolution Medicines (RVMD) Earnings & Revenues

                    RVMD Earnings Call

                    Q2 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The call conveyed strong positive clinical and regulatory momentum: a pivotal Phase III PDAC result (published in NEJM) with FDA NDA acceptance, robust expanded access uptake, multiple encouraging lung cancer combination datasets (high ORRs, high DCRs and early durability signals), an advancing global Phase III program across indications, and a healthy balance sheet ($3.9B) to fund commercialization and aggressive development. Offsetting these positives were materially higher operating expenses, a widened quarterly net loss (partly driven by a $151M noncash warrant charge), and remaining uncertainties around European timelines, CRC strategy details (deferred to Q4), and potential trial integrity risks from broad EAP access. On balance, the clinical wins, regulatory progress and financial resources substantially outweigh the increased spend and uncertainties, supporting an overall optimistic view.View all RVMD earnings summaries

                    RVMD Stock 12 Month Forecast

                    Average Price Target

                    $252.05
                    ▲(19.24% Upside)
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49,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 0, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":97.16,"date":1769904000000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 50,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 0, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":101.62,"date":1772323200000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 54,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 0, \t&nbsp;</span>\n   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                    Ownership Overview

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                    47.85% Other Institutional Investors
                    15.61% Public Companies and Individual Investors
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