- Stocks
- Healthcare
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
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
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
Smart-money signal
Who's buying ARVN right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
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
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 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
75%
Hold
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.
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