Skip to main content

LIVE

ARVN

Arvinas, Inc.

ARVN

NASDAQ·Healthcare·Biotechnology·Mkt cap $605.9M

$9.39

+0.86%

P/E

49.42

Mkt Cap

$605.9M

52-Wk Range

$6.97–$14.51

52-Week Range

$6.97 - $14.51

P/E

49.42

Fwd P/E

-230.61

Beta

1.76

Div Yield

0.00%

Avg Vol

818.4K

Shares Out

64.2M

Mkt Cap

$605.9M

Price action

Price chart

Up 18.3% over the trailing year

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

3 reasons

  • Proprietary PROTAC protein degradation platform targeting previously undruggable proteins
  • Strategic partnerships with major pharmaceutical companies (Pfizer, Genentech, Roche, Bayer) validating technology and providing resources
  • First-mover advantage in clinical-stage protein degrader development with multiple candidates in trials

Bear Case

1 risk

  • Above-average volatility (beta 1.8).

Growth

Profitability at risk

Clinical trial advancement and potential FDA approvals of lead PROTAC candidates

Value

Deep value opportunity - significant discount to Biotech & Therapeutics peers

Momentum

Hot

+31.3% over 3m

Quality

Excellent

Strong fundamentals

Dividend

None

No dividend

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Nov 4, 2026

Q3 26 RECAP

AUG 4, 2026

Reported EPS of $2.58 vs -$0.37 consensus (+789.6% surprise). Revenue of $249.7M vs $60.7M expected (+311.3%). Beat on both top and bottom lines.

EPS beat +789.6%
Rev beat +311.3%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Estimate

Actual

Q3 26

+789.6%

Revenue trend · last 8Q

+237%

+646%

-71%

-59%

-84%

-92%

+1015%

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

Q2 26

$102.4M

$59.2M

$188.8M

$22.4M

$41.9M

$9.5M

$15.6M

$249.7M

Margins · last 8Q

Gross

96.8%

Operating

65.7%

Profit

67.8%

Wall Street consensus

4 analysts · 75% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

3

75%

Hold

1

25%

Sell

0%

Median Price Target

Latest: Citi · Aug 10, 2026

vs Industry

How ARVN stacks vs Biotechnology

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.