Is Revolution Medicines (RVMD) Pricing In Pipeline Progress After A 135.7% One Year Surge?
Revolution Medicines (RVMD) has seen a 135.7% surge over the last year, prompting a valuation check. A Discounted Cash Flow (DCF) analysis suggests the stock, currently around US$99.79, is significantly undervalued at an intrinsic value of US$482.46 per share. However, its Price-to-Book (P/B) ratio of 12.08x is considerably higher than the biotech industry average, indicating it might be overvalued by this metric, highlighting differing valuation perspectives.
NEOS Investment Management LLC Acquires 32,694 Shares of Revolution Medicines, Inc. $RVMD
NEOS Investment Management LLC increased its stake in Revolution Medicines (NASDAQ:RVMD) by 34.7% in Q3, acquiring 32,694 additional shares and bringing its total to 126,921 shares valued at $5.93 million. This comes as company insiders have been net sellers, disposing of 173,792 shares worth approximately $15.24 million over the past 90 days. Despite a recent 0.8% dip in stock price, RVMD holds a consensus "Buy" rating from analysts with an average target price of $78.94.
Revolution Medicines to Report Financial Results for Fourth Quarter and Full Year 2025 After Market Close on February 25, 2026
Revolution Medicines, Inc. (Nasdaq: RVMD) announced it will report its financial results for the fourth quarter and full year 2025 after market close on February 25, 2026. The company will also host a webcast at 4:30 p.m. ET to discuss these results and provide a corporate update. Revolution Medicines is a clinical oncology company focused on developing targeted therapies for RAS-addicted cancers.
Revolution Medicines to Report Financial Results for Fourth Quarter and Full Year 2025 After Market Close on February 25, 2026
Revolution Medicines, Inc. (Nasdaq: RVMD) announced it will report its financial results for the fourth quarter and full year 2025 on Wednesday, February 25, 2026, after market close. Following the announcement, the company’s senior management will host a webcast at 4:30 p.m. ET to discuss the results and provide an update on corporate progress. The company specializes in developing targeted therapies for RAS-addicted cancers.
Revolution Medicines to Report Financial Results for Fourth Quarter and Full Year 2025 After Market Close on February 25, 2026
Revolution Medicines (Nasdaq: RVMD) will announce its fourth quarter and full year 2025 financial results on February 25, 2026. The company will host a webcast at 4:30 p.m. ET to discuss these results and provide an update on its oncology pipeline, which includes clinical-stage RAS(ON) inhibitors like daraxonrasib and elironrasib.
A Look At Revolution Medicines (RVMD) Valuation After Strong One Year Shareholder Returns
Revolution Medicines (RVMD) has seen significant shareholder returns over the past year, prompting a valuation analysis. While its Price-to-Book ratio suggests it's expensive compared to the broader biotech industry, a Discounted Cash Flow model indicates the shares might be undervalued. The article highlights the company's strong revenue growth forecasts but also notes its current heavy losses and reliance on its future oncology pipeline.
Revolution Medicines, Inc. (RVMD) Stock Analysis: A Deep Dive Into Its 26.62% Potential Upside
Revolution Medicines, Inc. (RVMD) is a clinical-stage oncology company specializing in RAS-addicted cancers, with a market capitalization of $18.62 billion and a current stock price of $96.31. Despite being pre-profit with significant R&D investment, analysts project a 26.62% potential upside, driven by promising clinical trials for drugs like daraxonrasib and elironrasib G12C. The stock's technical indicators suggest it is nearing oversold territory, potentially offering a buying opportunity for investors seeking high-risk, high-reward biotech investments focused on innovative cancer therapies.
Revolution Medicines (RVMD) dives 16.9% as Merck withdraws takeover plan
Revolution Medicines (RVMD) stock fell significantly by 16.9% after Merck (MRK) announced it would not proceed with its planned acquisition of the company. The decision follows a recent setback where a Phase 3 trial for Merck's non-small cell lung cancer drug failed to meet its primary endpoint, raising questions about potential shifts in its acquisition strategies.
How Revolution Medicines Inc - Ordinary Shares (RVMD) Affects Rotational Strategy Timing
This article analyzes Revolution Medicines Inc (RVMD) for rotational strategy timing, highlighting divergent sentiment across all horizons suggesting choppy conditions. It identifies an exceptional 61.6:1 risk-reward short setup and provides institutional trading strategies including position trading, momentum breakout, and risk hedging. The analysis also includes multi-timeframe signal analysis and AI-generated support/resistance levels for RVMD.
Revolution Medicines Conference: CEO Details Daraxonrasib Phase III Timeline, First-Line PDAC Push
Revolution Medicines CEO Mark Goldsmith outlined the company's plans for daraxonrasib, including the Phase III RASolute 302 trial in second-line pancreatic cancer, with top-line data expected in 1H 2026. The company is also expanding into first-line metastatic PDAC with the RASolute 303 trial and advancing two Phase III programs for zoldonrasib. Additionally, Revolution Medicines plans a first-in-human trial for RM-055 by year-end and is pursuing a global commercialization build.
Stock Traders Purchase High Volume of Put Options on Revolution Medicines (NASDAQ:RVMD)
Traders bought an unusually high volume of put options on Revolution Medicines (NASDAQ:RVMD) on Monday, representing a 450% increase over the typical daily volume, potentially signaling bearish sentiment or hedging activity. Insider sales have occurred, with CFO Jack Anders selling 10,000 shares and a total of 213,792 insider shares sold in the last 90 days, while institutional ownership remains high at 94.34%. Analysts maintain an average "Buy" rating for RVMD with a consensus price target of $78.94.
Revolution Medicines, Inc. (NASDAQ:RVMD) Receives Average Recommendation of "Buy" from Brokerages
Revolution Medicines, Inc. (NASDAQ:RVMD) has received an average "Buy" recommendation from eighteen brokerages, with a 12-month average target price of $78.94, which is below its recent share price of approximately $96.15. The company recently missed its EPS estimates, reporting -$1.61 against a -$1.39 estimate, and analysts anticipate a full-year EPS of -$3.49. Insider selling amounting to roughly $17.95 million has been observed in the last three months, though institutional investors and hedge funds own 94.34% of the stock.
Revolution Medicines to Participate in Guggenheim Securities Emerging Outlook: Biotech Summit 2026
Revolution Medicines, Inc. announced that its CEO and Chairman, Mark A. Goldsmith, will participate in a fireside chat at the Guggenheim Securities Emerging Outlook: Biotech Summit 2026 on February 11, 2026. The company, a late-stage clinical oncology firm, is developing targeted therapies for RAS-addicted cancers. A live webcast and replay of the event will be available on the company's investor relations website.
Revolution Medicines to Participate in Guggenheim Securities Emerging Outlook: Biotech Summit 2026
Revolution Medicines, Inc. announced its CEO and chairman, Mark A. Goldsmith, will participate in a fireside chat at the Guggenheim Securities Emerging Outlook: Biotech Summit 2026 on February 11th. The company, a late-stage clinical oncology firm, is developing targeted therapies and RAS(ON) inhibitors for RAS-addicted cancers. A live webcast and archive will be available on their investor relations website.
Revolution Medicines plummets on report Merck walks from acquisition talks
Revolution Medicines' stock fell sharply after a report indicated that Merck had withdrawn from acquisition discussions. This development suggests a potential setback for Revolution Medicines, which may have been banking on a lucrative buyout. The market reacted negatively to the news, reflecting investor concerns about the company's future prospects without a major acquisition partner.
Revolution Medicines (BIT:1RVMD) Price Target Increased by 30.97% to 100.64
The average one-year price target for Revolution Medicines (BIT:1RVMD) has been increased by 30.97% to €100.64 per share, up from €76.84. This new target is 19.10% higher than the latest closing price of €84.50. Institutional ownership shows slight fluctuations, with some major holders like Farallon Capital Management and Janus Henderson Group increasing their positions, while Wellington Management Group Llp decreased its stake.
Behind the Headlines Episode 32: AI’s Power, NVIDIA & Lilly, Revolution Medicine
This episode of "Behind the Headlines" features Walid Kamoun and Alex Philippidis discussing the increasing role of AI in drug development, moving from FOMO to practical implementation. They reflect on the recent JP Morgan Healthcare Conference, noting a significant shift with most major payers absent and an overall "get comfortable with uncertainty" outlook. A key highlight was the announced $1 billion, 5-year AI co-innovation lab between NVIDIA and Eli Lilly, while a highly anticipated acquisition of Revolution Medicines by Merck did not materialize.
Revolution Medicines plummets on report Merck walks from acquisition talks
Revolution Medicines (RVMD) stock fell significantly following a report that Merck (MRK) has withdrawn from acquisition discussions. The report from Betaville suggests that the talks had ceased, leading to a sharp decline in RVMD's share price.
Revolution Medicines (NASDAQ:RVMD) Price Target Raised to $122.00
JPMorgan Chase & Co. has increased its price target for Revolution Medicines (NASDAQ:RVMD) to $122.00 from $92.00, maintaining an "overweight" rating and suggesting a 26.85% upside. Despite the company currently being loss-making with analysts projecting a -3.49 EPS for the fiscal year, other analysts have also issued "Buy" or "outperform" ratings, with an average target price of $81.29. Insider selling of shares has been noted, even as institutional ownership remains high at 94.34%.
The Sound of Silence: Revolution Medicines Plummets 17% as M&A Hopes Evaporate
Revolution Medicines (Nasdaq: RVMD) experienced a 17% stock drop after rumors of a potential acquisition by Merck & Co. (NYSE: MRK) stalled, evaporating investor hopes for a multi-billion-dollar deal. This significant decline, erasing billions in market capitalization, forces Revolution Medicines to navigate late-stage trials independently and serves as a reality check for the broader biotech sector regarding valuation expectations and M&A discipline. The market now awaits clinical data from RVMD's Phase 3 trials, which will largely determine its future valuation and renewed M&A interest.
Knights of Columbus Asset Advisors LLC Takes $587,000 Position in Revolution Medicines, Inc. $RVMD
Knights of Columbus Asset Advisors LLC has acquired a new position in Revolution Medicines, Inc. (NASDAQ:RVMD) during the third quarter, purchasing 12,573 shares valued at approximately $587,000. Institutional investors and hedge funds collectively own 94.34% of the stock. Analysts currently have a consensus "Buy" rating for RVMD with a target price of $78.94, while recent insider transactions show sales of over 243,000 shares by company executives.
Merck ends talks to buy Revolution Medicines, WSJ reports
Merck has reportedly ended discussions to acquire Revolution Medicines. The talks, which had been ongoing for some time, were estimated to value Revolution Medicines at over $10 billion. Merck shares closed lower following the report, while Revolution Medicines shares saw a significant drop in after-hours trading.
48,000 RAS G12V cancer cases a year as Revolution Medicines trials new drug
Revolution Medicines has dosed the first patient in a clinical trial for RMC-5127, a new drug targeting RAS(ON) G12V-selective cancers, which affect approximately 48,000 U.S. patients annually. This marks the company's fifth mutant-selective RAS(ON) inhibitor and fourth clinical-stage program, expanding its portfolio for RAS-driven cancers. The open-label trial (NCT07349537) will evaluate the safety, tolerability, pharmacokinetics, and preliminary antitumor activity of RMC-5127 as a monotherapy and in combination for patients with RAS G12V-mutated PDAC, CRC, and NSCLC.
Revolution Medicines Doses First Patient in Clinical Trial Evaluating RMC-5127, a RAS(ON) G12V-Selective Inhibitor
Revolution Medicines has dosed the first patient in its clinical trial for RMC-5127, a RAS(ON) G12V-selective inhibitor designed for patients with RAS G12V-mutated solid tumors like pancreatic, colorectal, and non-small cell lung cancers. This trial marks the company's fourth clinical-stage program and aims to provide a targeted treatment option for the second most common RAS mutation in human cancers, for which no approved therapies currently exist. The RMC-5127-001 trial will assess the drug's safety, tolerability, pharmacokinetics, and preliminary antitumor activity.
Y Intercept Hong Kong Ltd Has $2.58 Million Stock Position in Revolution Medicines, Inc. $RVMD
Y Intercept Hong Kong Ltd significantly reduced its stake in Revolution Medicines (NASDAQ:RVMD) by 44.1% in Q3, now holding 55,323 shares valued at $2.58 million. Insiders, including the CFO and COO, have also been selling a substantial number of shares, totaling 243,792 shares in the last 90 days. Despite insider selling, analyst sentiment remains largely positive with a consensus "Buy" rating and an average price target of $78.94, though the stock has recently traded higher around $100.
Revolution Medicines (RVMD) Dives 16.9% as Merck Withdraws Takeover Plan
Revolution Medicines (RVMD) stock dropped 16.9% after Merck withdrew its plan to acquire the company due to disagreement on valuation, which Merck had estimated between $28 billion and $32 billion. Despite this, Revolution Medicines continues to advance its cancer drug pipeline, including a recent FDA Breakthrough Therapy Designation for zoldonrasib, its RAS(ON) G12D-selective inhibitor. The article suggests that while RVMD has potential, other AI stocks might offer higher returns with limited downside risk.
Exclusive | Merck No Longer in Talks to Buy Revolution Medicines
Merck has reportedly ended discussions to acquire Revolution Medicines, a cancer-drug biotech company. The potential deal could have valued Revolution Medicines at approximately $30 billion. Merck has previously indicated a focus on deals up to $15 billion.
MSD ends takeover talks with Revolution Medicines
Merck & Co (MSD) has ceased discussions to acquire oncology biotech Revolution Medicines due to disagreements over valuation, according to the Wall Street Journal. While MSD was targeting a deal in the $28bn-$32bn range, the companies could not align on a price. Despite the suspension of talks, the possibility of future negotiations or interest from other suitors remains open, especially given Revolution's promising drug pipeline and the current wave of M&A activity in the pharma sector.
Merck no longer in talks to buy Revolution Medicines, WSJ reports
Merck has reportedly ended discussions to acquire cancer drug developer Revolution Medicines due to disagreements over price, according to the Wall Street Journal. While talks have cooled, the possibility of them restarting or another suitor emerging for Revolution Medicines remains. This news follows earlier reports of a potential deal valued between $28 billion and $32 billion, which would have given Merck access to Revolution Medicines' experimental drug daravonrasib.
Merger Arbs See Wide-Open Deal Window With Biotech Top of List
Merger arbitrage investors anticipate continued robust dealmaking, especially within the biotechnology sector, following a strong year for M&A activity in 2025. Companies worldwide reached nearly $5 trillion in merger agreements last year, making it the second most active on record. This trend is expected to persist into the first quarter, with biotech firms being prime acquisition targets.
Merck and Revolution Medicines Talks May Restart
Talks between Merck and Revolution Medicines may restart despite an earlier stall due to price disagreements, with Wall Street analysts viewing current stock dips as a buying opportunity. Revolution Medicines' experimental drug daraxonrasib, which targets RAS genes in major cancers, is in late-stage trials and has received fast-track review. Analysts have raised price targets for RVMD, citing the potential for an M&A scenario or significant upside if the company remains independent.
Merck Ends Acquisition Talks With Revolution Medicines After Price Disagreement : Report
Merck & Co Inc. has reportedly ended discussions to acquire biotech company Revolution Medicines due to a disagreement over price. The potential deal could have valued Revolution Medicines at around $30 billion. Revolution Medicines is anticipated to release significant clinical testing data for its cancer drug candidates in the first half of this year, which could renew interest from Merck or other potential suitors.
Merck No Longer In Talks With Revolution Medicines: WSJ
Merck has reportedly ceased discussions to acquire biotech company Revolution Medicines. This news was reported by the Wall Street Journal, citing sources familiar with the matter. The article indicates that a potential acquisition is no longer on the table.
Exclusive | Merck No Longer in Talks to Buy Revolution Medicines - WSJ
Merck has reportedly ended discussions to acquire biotech firm Revolution Medicines, according to sources familiar with the matter. The potential deal could have valued Revolution Medicines at approximately $30 billion, despite Merck's stated focus on acquisitions up to $15 billion.
Revolution Medicines Weighs Merck Interest Against Insider Selling And Risks
Revolution Medicines (NasdaqGS:RVMD) is under the spotlight due to reported takeover interest from Merck, coinciding with recent share sales by company insiders. The stock has seen significant gains, up 44.9% in the past month, raising questions for investors about the interplay between potential M&A activity and insider selling, especially given the company's unprofitability and reliance on future clinical milestones. While analysts remain positive, the market is evaluating whether Revolution Medicines is a long-term standalone asset or a potential acquisition target.
Insider Sell: Jeff Cislini Sells Shares of Revolution Medicines Inc (RVMD)
Jeff Cislini, General Counsel at Revolution Medicines Inc (RVMD), sold 908 shares of the company on January 21, 2026. This transaction follows previous sales, bringing his total sales over the past year to 39,941 shares with no purchases. Shares of RVMD were trading at $115.6, indicating the stock is significantly overvalued based on its GF Value of $2.27.
Revolution Medicines Re Rated As Zoldonrasib And M&A Talks Advance
Revolution Medicines (NasdaqGS:RVMD) has received FDA Breakthrough Therapy Designation for zoldonrasib, used in KRAS G12D mutated non-small cell lung cancer, which could accelerate its regulatory path. The company is also reportedly in advanced acquisition discussions with major pharmaceutical companies, including Merck, signaling significant external interest in its assets. These developments, particularly the potential US$28 billion to US$32 billion takeover talks, are reshaping the market's perception of Revolution Medicines from an early-stage biotech to a high-potential precision oncology company.
Stifel Raises Price Target for RVMD to $170 with Buy Rating | RVMD Stock News
Stifel analyst Laura Prendergast has reaffirmed a "Buy" rating for Revolution Medicines (RVMD) and significantly raised the price target to $170 from $85, a 100% increase, demonstrating strong confidence in the company. This follows several other analysts who have also recently increased their price targets and maintained positive ratings for the company. Revolution Medicines Inc. is a clinical-stage precision oncology company developing novel targeted therapies, with an average target price from 19 analysts of $98.68, suggesting potential downside from its current price, and an average brokerage recommendation of "Outperform."
Jim Cramer Highlights “Takeover Interest” in Revolution Medicines
Jim Cramer highlighted takeover interest in Revolution Medicines (NASDAQ: RVMD), a clinical-stage oncology company, mentioning that Merck is reportedly interested. Cramer noted that Revolution Medicines is up nearly 46% due to this potential acquisition. Despite this, he cautioned about the biotech sector's "boom and bust" nature and rising valuations.
Merck Weighs Revolution Medicines Buyout And Expands AI Oncology Bet
Merck is reportedly in advanced talks to acquire Revolution Medicines, a deal that could significantly expand its oncology pipeline, particularly in targeted cancer therapies. Concurrently, Merck is increasing its investment in AI-driven drug discovery and precision oncology through partnerships with Illumina, ChemLex, and Guardant Health. These strategic moves highlight Merck's focus on cancer treatment and data-heavy R&D, which could impact its long-term growth and capital allocation.
Is Revolution Medicines (RVMD) Share Price Justified After Strong Multi Year Rally?
Revolution Medicines (RVMD) has seen significant share price appreciation, raising questions about its current valuation. A Discounted Cash Flow (DCF) analysis suggests the stock is 73.9% undervalued, estimating an intrinsic value of $460.13 per share compared to its recent price of $120. Additionally, the Price-to-Book (P/B) ratio indicates the shares are undervalued when compared to its Fair Ratio, although it trades higher than the biotech industry average.
Revolution Medicines gets FDA Breakthrough Therapy status for daraxonrasib
Revolution Medicines has received FDA Breakthrough Therapy designation for its investigational drug, darunaxib, aimed at treating advanced KRAS G12C-mutant non-small cell lung cancer that has progressed despite prior treatment. This designation is based on promising clinical data indicating significant benefits for patients. The company plans to expedite the drug's development and regulatory review process.
Revolution Medicines gets FDA Breakthrough Therapy status for daraxonrasib
Revolution Medicines has received FDA Breakthrough Therapy designation for its drug darovasertib in combination with crizotinib for the treatment of adult patients with previously treated metastatic uveal melanoma. This designation is based on promising clinical trial results and aims to accelerate the development and review of the drug for this rare and aggressive cancer.
Reassessing Revolution Medicines (RVMD) Valuation After FDA Breakthrough Therapy Designation For Zoldonrasib
Revolution Medicines (RVMD) received FDA Breakthrough Therapy Designation for its drug zoldonrasib, causing its share price to surge. While its Price-to-Book ratio of 14.6x appears overvalued compared to the broader biotech industry, Simply Wall St's discounted cash flow model suggests the stock might be significantly undervalued at $120.28, with an estimated fair value of $459.52. This discrepancy highlights a tension between traditional valuation metrics and future growth potential in the wake of significant clinical advancement.
Revolution Medicines stock hits all-time high at 121.62 USD
Revolution Medicines Inc. stock reached an all-time high of $121.62, bringing its market capitalization above $23 billion. Despite being in overbought territory according to its RSI and potentially overvalued, the company has seen a 203.05% increase in the past year, reflecting strong investor confidence and promising advancements in precision oncology. Analysts maintain a bullish outlook, with price targets ranging from $72 to $147, driven by positive clinical results for zoldonrasib and plans for daraxonrasib.
Looking At Revolution Medicines's Recent Unusual Options Activity
High-rolling investors have shown unusual options activity for Revolution Medicines (NASDAQ: RVMD), with a majority bearish sentiment. Benzinga’s scanner identified 13 options trades, including one put and twelve calls, targeting a price range of $80.0 to $140.0 for RVMD over the last three months. Analysts, however, maintained a positive outlook with an average target price of $143.0.
Revolution Medicines (RVMD) Price Target Increased by 10.10% to 92.82
The average one-year price target for Revolution Medicines (RVMD) has been increased by 10.10% to $92.82 per share, up from $84.30. This target represents a 22.63% decrease from the latest closing price of $119.98. The article also details institutional ownership changes, highlighting increased holdings by several funds.
Tema Etfs LLC Has $5.93 Million Position in Revolution Medicines, Inc. $RVMD
Tema Etfs LLC significantly increased its stake in Revolution Medicines (RVMD) by 34.7% in Q3, now holding 126,921 shares valued at $5.93 million. This comes amidst reports of a potential acquisition of Revolution Medicines by Merck and the FDA granting Breakthrough Therapy Designation for zoldonrasib, driving the stock up by 10.5%. Despite analysts maintaining a "Buy" rating with a consensus target of $78.94, the company remains unprofitable, with its valuation heavily reliant on clinical success or a takeover.
JPM26: Revolution Medicines in spotlight as industry gears up for dealmaking spree
Revolution Medicines is drawing significant attention ahead of the J.P. Morgan Healthcare Conference 2026 due to swirling reports of potential acquisition bids from major pharmaceutical companies like AbbVie and MSD. The biotech, with a market cap of $23bn, is focused on developing cancer drugs, including its advanced pan-RAS inhibitor, daraxonrasib. This heightened interest comes as the pharmaceutical industry anticipates a wave of dealmaking, driven by the need for companies like MSD to replenish their pipelines as blockbuster drug patents expire.
Revolution Medicines, Inc. (NASDAQ:RVMD) Given Average Rating of "Buy" by Analysts
Eighteen research firms have given Revolution Medicines, Inc. (NASDAQ:RVMD) an average "Buy" rating, with a 12-month average price target of $78.94. The company has seen significant takeover speculation due to reports of Merck's interest and an FDA Breakthrough Therapy designation for its drug zoldonrasib, which has driven a sharp rally in its stock. However, insider selling has also occurred, with executives selling a substantial number of shares recently.
