RVMD

Revolution Medicines, Inc.

Nasdaq · Biological Products, (No Diagnostic Substances) · Inc. DE · CIK 0001628171
$148.49 -0.50% $31.6B
Insider Selling Cluster (8 insiders)3 New Institutional Positions
Vol
Market Cap$31.6B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (96%)
Inst. Holders8 funds
Inst. Value$2.5B
Inst. Activity3 buys / 2 sells
Insider Activity0B / 12S
Insider Net $-$21.6M
Reddit Sentiment68° Warm
SEC Reports2
Press Releases9
Exchange Nasdaq·Sector Biological Products, (No Diagnostic Substances)·Inc. DE·CIK 0001628171·Prev Close $149.23

Recent Activity

Jun 9, 2026 short_volume
Short Volume: RVMD — 61.4% short (0.5M / 0.8M)
Short: 509,106 | Exempt: 5,828 | TRF Vol: 828,660 | Short Ratio: 61.4% | Off-exchange volume (dark p
May 31, 2026 Press
Revolution Medicines reported overwhelmingly positive Phase 3 data for daraxonrasib in metastatic pancreatic cancer, sho
Impact 8/10
May 26, 2026 Insider
Mancini Anthony sold 3,121 shares
See Remarks @ $33.62 ($104.9K)
May 26, 2026 Insider
Mancini Anthony sold 3,121 shares
See Remarks @ $0.00 ($0.00)
May 26, 2026 Insider
Mancini Anthony sold 700 shares
See Remarks @ $153.30 ($107.3K)
May 6, 2026 Press
Revolution Medicines announced that Phase 1/2 data for daraxonrasib in RAS-mutant pancreatic cancer were published in NE
Impact 8/10
Mar 27, 2026 SEC
Anthony Mancini, an insider at Revolution Medicines, exercised options for 74,900 shares and sold 1,800 shares on the op
CLUSTER — Impact 4/10
Feb 25, 2026 SEC
Revolution Medicines reported its 2025 financial results, highlighting a $1.1 billion net loss on $987.3 million in R&D
8-K — Impact 5/10

Price Targets

$187.29 +25.2% upside Strong Buy
Current $149.55 Low $151.00 Median $183.00 High $263.00 21 analysts
$151.00 $263.00

Analyst Ratings

Strong Buy96% buy · 27 analysts
11Strong Buy
15Buy
1Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Jun 2, 2026 RBC Capital MAINTAIN Outperform → Outperform
Jun 1, 2026 HC Wainwright & Co. MAINTAIN Buy → Buy
Jun 1, 2026 Oppenheimer MAINTAIN Outperform → Outperform
May 22, 2026 Bernstein INITIATE Market Perform
May 7, 2026 RBC Capital MAINTAIN Outperform → Outperform

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $-2.03 ▼ -2.0% $-2.19 — $-1.89 -55% YoY 18
Next Q $-1.97 ▼ -0.7% $-2.23 — $-1.68 -22% YoY 18
Current FY $-8.01 ▼ -0.5% $-8.81 — $-7.20 -35% YoY 19
Next FY $-5.70 ▼ -3.6% $-10.74 — $0.96 29% YoY 17

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$1.3B
FMR LLC$684.0M
NORGES BANK$195.6MNEW
CHARLES SCHWAB INVESTMENT MANAGEMENT$134.1MNEW
BANK OF AMERICA CORP$70.1MADD

Recent Insider Trades

DateInsiderTypeValue
May 26, 2026Mancini AnthonyM$104.9K
May 26, 2026Mancini AnthonyM$0.00
May 26, 2026Mancini AnthonySELL$107.3K
Apr 27, 2026Mancini AnthonyM$104.9K
Apr 27, 2026Mancini AnthonySELL$220.0K

Reddit Sentiment

68°
Warm
Bearish Neutral Bullish
7 mentions 4 bullish 0 bearish
8 institutional holders with $2.5B total value (31,419,775 shares) as of 2025-Q4. Top holders: VANGUARD, FMR, NORGES. Net buying activity: 3 institutions added/increased vs 2 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC16,719,886$1.3B53.2%
2FMR LLC8,587,981$684.0M27.3%
3NORGES BANK2,455,347$195.6M7.8%NEW
4CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,683,729$134.1M5.4%NEW
5BANK OF AMERICA CORP /DE/879,845$70.1M2.8%ADD +30.7%
6MORGAN STANLEY651,732$51.9M2.1%TRIM -54.6%
7TWO SIGMA INVESTMENTS, LP421,735$33.6M1.3%DOUBLED +4530.9%
8WELLS FARGO & COMPANY/MN19,520$1.6M0.1%ADD +27.4%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
NORGES BANKNEW2,455,347$195.6M2025-Q4
MORGAN STANLEYTRIM1,434,642651,732-54.6%$51.9M2025-Q4
TWO SIGMA INVESTMENTS, LPDOUBLED9,107421,735+4530.9%$33.6M2025-Q4
WELLS FARGO & COMPANY/MNADD15,32019,520+27.4%$1.6M2025-Q4
RENAISSANCE TECHNOLOGIES LLCEXIT253,1040-100.0%$0.002025-Q4
MORGAN STANLEYADD1,051,0371,434,642+36.5%$67.0M2025-Q3
UBS Group AGDOUBLED514,7531,088,965+111.6%$50.9M2025-Q3
BANK OF AMERICA CORP /DE/ADD576,683753,867+30.7%$35.2M2025-Q3
TWO SIGMA INVESTMENTS, LPNEW9,107$425.3K2025-Q3
NORGES BANKEXIT1,701,1110-100.0%$0.002025-Q3
NORGES BANKNEW1,701,111$62.6M2025-Q2
BANK OF AMERICA CORP /DE/ADD446,562576,683+29.1%$21.2M2025-Q2
RENAISSANCE TECHNOLOGIES LLCADD142,804243,504+70.5%$9.0M2025-Q2
WELLS FARGO & COMPANY/MNNEAR_EXIT92,47014,040-84.8%$516.5K2025-Q2
MORGAN STANLEYADD858,2781,255,687+46.3%$44.4M2025-Q1
UBS Group AGADD299,783482,107+60.8%$17.0M2025-Q1
RENAISSANCE TECHNOLOGIES LLCNEW142,804$5.0M2025-Q1
NORGES BANKEXIT1,742,0390-100.0%$0.002025-Q1
MORGAN STANLEYADD652,818858,278+31.5%$37.5M2024-Q4
UBS Group AGADD193,079299,783+55.3%$13.1M2024-Q4
WELLS FARGO & COMPANY/MNADD58,17288,327+51.8%$3.9M2024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW1,763,117$80.0M2024-Q3
MORGAN STANLEYTRIM995,489652,818-34.4%$29.6M2024-Q3
9 unique insiders with 12 transactions. Net insider value: -$21.6M ($0.00 bought, $21.6M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 26, 2026Mancini AnthonySee RemarksM3,121$33.62$104.9K
May 26, 2026Mancini AnthonySee RemarksM3,121$0.00$0.00
May 26, 2026Mancini AnthonySee RemarksSELL700$153.30$107.3K
Apr 27, 2026Mancini AnthonySee RemarksM3,120$33.62$104.9K
Apr 27, 2026Mancini AnthonySee RemarksSELL1,671$131.66$220.0K
Apr 27, 2026Mancini AnthonySee RemarksM3,120$0.00$0.00
Apr 15, 2026GOLDSMITH MARK ASee RemarksM23,244$4.09$95.1K
Apr 15, 2026GOLDSMITH MARK ASee RemarksSELL120,000$150.09$18.0M
Apr 15, 2026GOLDSMITH MARK ASee RemarksM23,244$0.00$0.00
Mar 25, 2026Mancini AnthonySee RemarksM37,450$33.62$1.3M
Mar 25, 2026Mancini AnthonySee RemarksSELL1,800$93.22$167.8K
Mar 25, 2026Mancini AnthonySee RemarksM37,450$0.00$0.00
Mar 19, 2026Cislini JeffGeneral CounselSELL1,163$97.44$113.3K
Mar 17, 2026Wang XiaolinSee RemarksSELL2,010$99.48$200.0K
Mar 17, 2026Anders JackChief Financial OfficerSELL2,753$99.48$273.9K
Mar 17, 2026Cislini JeffGeneral CounselSELL1,795$99.48$178.6K
Mar 17, 2026GOLDSMITH MARK ASee RemarksSELL12,871$99.48$1.3M
Mar 17, 2026Horn Margaret AChief Operating OfficerSELL4,583$99.48$455.9K
Mar 17, 2026Kelsey Stephen MichaelSee RemarksSELL4,302$99.48$428.0K
Mar 17, 2026Wei LinChief Medical OfficerSELL2,073$99.48$206.2K
Mar 4, 2026ANDERSON ELIZABETH MDirectorG15,000$0.00$0.00
Mar 2, 2026GOLDSMITH MARK ASee RemarksM30,000$4.09$122.7K
Mar 2, 2026GOLDSMITH MARK ASee RemarksM30,000$0.00$0.00
Mar 1, 2026GOLDSMITH MARK ASee RemarksA57,100$0.00$0.00
Mar 1, 2026GOLDSMITH MARK ASee RemarksA128,600$0.00$0.00
Mar 1, 2026Cislini JeffGeneral CounselA32,500$0.00$0.00
Mar 1, 2026Anders JackChief Financial OfficerA45,400$0.00$0.00
Mar 1, 2026Horn Margaret AChief Operating OfficerA21,100$0.00$0.00
Mar 1, 2026Anders JackChief Financial OfficerA20,200$0.00$0.00
Mar 1, 2026Kelsey Stephen MichaelSee RemarksA21,100$0.00$0.00
Mar 1, 2026Wang XiaolinSee RemarksA15,100$0.00$0.00
Mar 1, 2026Wang XiaolinSee RemarksA34,000$0.00$0.00
Mar 1, 2026Wei LinChief Medical OfficerA15,100$0.00$0.00
Mar 1, 2026Wei LinChief Medical OfficerA34,000$0.00$0.00
Mar 1, 2026Kelsey Stephen MichaelSee RemarksA47,600$0.00$0.00
Mar 1, 2026Horn Margaret AChief Operating OfficerA47,600$0.00$0.00
Mar 1, 2026Cislini JeffGeneral CounselA14,500$0.00$0.00
Feb 6, 2026GOLDSMITH MARK ASee RemarksM24,010$0.00$0.00
Feb 6, 2026GOLDSMITH MARK ASee RemarksM24,010$0.5400$13.0K
Current analyst consensus: Strong Buy (96% buy). Based on 27 analysts: 11 strong buy, 15 buy, 1 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$187.29 mean target +25.2% upside Strong Buy (1.29)
$151.00 Low $263.00 High
MetricValue
Current Price$149.55
Target Low$151.00
Target Mean$187.29
Target Median$183.00
Target High$263.00
# Analysts21
RecommendationStrong Buy (1.29)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$-2.03 $-2.19 $-1.89 -54.9% -2.0% 1↑ 14↓ $0.0B 0.0% 18
Next Q
2026-09-30
$-1.97 $-2.23 $-1.68 -22.4% -0.7% 8↑ 7↓ $0.0B 0.0% 18
Current FY
2026-12-31
$-8.01 $-8.81 $-7.20 -34.5% -0.5% 2↑ 16↓ $0.1B 0.0% 19
Next FY
2027-12-31
$-5.70 $-10.74 $0.96 28.8% -3.6% 7↑ 8↓ $0.8B 706.4% 17

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$-2.029
7d ago$-2.028-0.001
30d ago$-1.990-0.039
60d ago$-1.914-0.115
90d ago$-1.891-0.137
14 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 1 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 2, 2026 RBC Capital MAINTAIN Outperform Outperform
Jun 1, 2026 HC Wainwright & Co. MAINTAIN Buy Buy
Jun 1, 2026 Oppenheimer MAINTAIN Outperform Outperform
May 22, 2026 Bernstein INITIATE Market Perform
May 7, 2026 RBC Capital MAINTAIN Outperform Outperform
May 7, 2026 Guggenheim MAINTAIN Buy Buy
May 7, 2026 Wedbush MAINTAIN Outperform Outperform
May 7, 2026 Piper Sandler MAINTAIN Overweight Overweight
May 7, 2026 Needham MAINTAIN Buy Buy
Apr 22, 2026 Leerink Partners MAINTAIN Outperform Outperform
Apr 22, 2026 HC Wainwright & Co. REITERATE Buy Buy
Apr 20, 2026 Stifel REITERATE Buy Buy
Apr 20, 2026 Needham MAINTAIN Buy Buy
Apr 14, 2026 Wells Fargo MAINTAIN Overweight Overweight
Apr 14, 2026 RBC Capital MAINTAIN Outperform Outperform
Apr 14, 2026 Wedbush REITERATE Outperform Outperform
Apr 14, 2026 Guggenheim MAINTAIN Buy Buy
Apr 14, 2026 Evercore ISI Group MAINTAIN Outperform Outperform
Apr 14, 2026 HC Wainwright & Co. MAINTAIN Buy Buy
Apr 13, 2026 Leerink Partners MAINTAIN Outperform Outperform
Apr 13, 2026 Oppenheimer MAINTAIN Outperform Outperform
Feb 26, 2026 Piper Sandler MAINTAIN Overweight Overweight
Feb 26, 2026 Wells Fargo MAINTAIN Overweight Overweight
Feb 26, 2026 Needham MAINTAIN Buy Buy
Feb 2, 2026 JP Morgan MAINTAIN Overweight Overweight
Jan 27, 2026 Oppenheimer MAINTAIN Outperform Outperform
Jan 22, 2026 Stifel MAINTAIN Buy Buy
Jan 21, 2026 RBC Capital MAINTAIN Outperform Outperform
Jan 20, 2026 Guggenheim MAINTAIN Buy Buy
Jan 13, 2026 Mizuho MAINTAIN Outperform Outperform
Jan 9, 2026 Wedbush MAINTAIN Outperform Outperform

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 2026111510096%
May 1, 2026111510096%
Apr 1, 2026111510096%
Mar 1, 2026111510096%
Feb 1, 2026111510096%
Jan 1, 2026111510096%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

68°
Warm
Bearish Neutral Bullish
7 mentions 4 bullish 0 bearish 7 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Jun 7, 2026150° Neutral001
Jun 7, 2026150° Neutral001
Jun 7, 2026160° Warm101
May 12, 2026144° Neutral001
Apr 15, 2026160° Warm101
Apr 13, 2026160° Warm101
Apr 13, 2026160° Warm101

Recent Reddit Threads

r/wallstreetbets Neutral 2d 12h ago
Stock that might jump Monday: RVMD
▲ 1 💬 0 ⚡ 0.5
r/stocks Neutral 1mo ago
RVMD/RVMDW Question
▲ 1 💬 0 ⚡ 0.5
r/investing Bullish 1mo ago
Tips for researching startups?
▲ 1 💬 0 ⚡ 0.5
r/pennystocks Neutral 1mo ago
14 APRIL 2026 , WHAT ARE THE BIGGEST WINNERS PRE-MARKET AND WHY ?
▲ 1 💬 1 ⚡ 0.5
r/stocks Bullish 1mo ago
Too late for RVMD?
▲ 1 💬 0 ⚡ 0.5
Jun 9, 2026
short_volume
Short Volume: RVMD — 61.4% short (0.5M / 0.8M)
Short: 509,106 | Exempt: 5,828 | TRF Vol: 828,660 | Short Ratio: 61.4% | Off-exchange volume (dark pool + OTC)
Jun 5, 2026
short_volume
Short Volume: RVMD — 56.2% short (0.6M / 1.0M)
Short: 561,285 | Exempt: 16,776 | TRF Vol: 998,879 | Short Ratio: 56.2% | Off-exchange volume (dark pool + OTC)
Jun 4, 2026
short_volume
Short Volume: RVMD — 60.4% short (0.6M / 1.0M)
Short: 582,429 | Exempt: 9,678 | TRF Vol: 963,968 | Short Ratio: 60.4% | Off-exchange volume (dark pool + OTC)
Jun 3, 2026
short_volume
Short Volume: RVMD — 57.4% short (0.6M / 1.0M)
Short: 557,195 | Exempt: 2,073 | TRF Vol: 970,826 | Short Ratio: 57.4% | Off-exchange volume (dark pool + OTC)
Jun 2, 2026
short_volume
Short Volume: RVMD — 57.5% short (0.9M / 1.6M)
Short: 916,112 | Exempt: 2,837 | TRF Vol: 1,594,178 | Short Ratio: 57.5% | Off-exchange volume (dark pool + OTC)
Jun 1, 2026
short_volume
Short Volume: RVMD — 58.1% short (1.8M / 3.1M)
Short: 1,819,630 | Exempt: 18,228 | TRF Vol: 3,132,823 | Short Ratio: 58.1% | Off-exchange volume (dark pool + OTC)
May 31, 2026
fda
Revolution Medicines Announces ASCO Plenary Presentation Highlighting Unprecedented Results from Pivotal Phase 3 RASolute 302 Clinical Trial of Daraxonrasib in Previously Treated Metastatic Pancreatic Cancer
Results simultaneously published in The New England Journal of Medicine <pre>Results simultaneously published in The New England Journal of Medicine</
May 29, 2026
short_volume
Short Volume: RVMD — 63.0% short (1.4M / 2.2M)
Short: 1,416,665 | Exempt: 5,209 | TRF Vol: 2,248,811 | Short Ratio: 63.0% | Off-exchange volume (dark pool + OTC)
May 28, 2026
short_volume
Short Volume: RVMD — 57.5% short (0.8M / 1.3M)
Short: 768,951 | Exempt: 11,463 | TRF Vol: 1,338,055 | Short Ratio: 57.5% | Off-exchange volume (dark pool + OTC)
May 22, 2026
short_volume
Short Volume: RVMD — 55.2% short (0.4M / 0.7M)
Short: 410,258 | Exempt: 5,638 | TRF Vol: 742,812 | Short Ratio: 55.2% | Off-exchange volume (dark pool + OTC)
May 21, 2026
short_volume
Short Volume: RVMD — 58.0% short (0.5M / 0.9M)
Short: 525,402 | Exempt: 4,494 | TRF Vol: 905,226 | Short Ratio: 58.0% | Off-exchange volume (dark pool + OTC)
May 19, 2026
short_volume
Short Volume: RVMD — 63.9% short (0.6M / 0.9M)
Short: 594,783 | Exempt: 2,607 | TRF Vol: 931,427 | Short Ratio: 63.9% | Off-exchange volume (dark pool + OTC)
May 18, 2026
dark_pool
Dark Pool: RVMD — 2.9M shares, 58,124 trades
Week starting 2026-05-18. Total ATS volume: 2,928,860 shares across 58,124 trades.
May 13, 2026
short_volume
Short Volume: RVMD — 58.0% short (0.4M / 0.7M)
Short: 421,633 | Exempt: 3,168 | TRF Vol: 727,303 | Short Ratio: 58.0% | Off-exchange volume (dark pool + OTC)
May 12, 2026
short_volume
Short Volume: RVMD — 65.8% short (0.4M / 0.5M)
Short: 360,755 | Exempt: 19,094 | TRF Vol: 547,979 | Short Ratio: 65.8% | Off-exchange volume (dark pool + OTC)
Apr 1, 2026
Clinical Trial
Phase 3 Study of Daraxonrasib (RMC-6236) in Patients With Previously Treated Metastatic Pancreatic Ductal Adenocarcinoma (PDAC)
Phase Phase 3 — ACTIVE_NOT_RECRUITING