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RVMD

Revolution Medicines, Inc.

RVMD

NASDAQ·Healthcare·Biotechnology·Mkt cap $39.9B

$189.24

+0.92%

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Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

View research view

52-Week Range

$34.00 - $193.10

P/E

-26.62

Fwd P/E

-28.68

Beta

1.41

Div Yield

0.00%

Avg Vol

3.4M

Shares Out

212.6M

Mkt Cap

$39.9B

Price action

Price chart

Up 404.2% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

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

5 reasons

  • Proprietary RAS pathway inhibition platform targeting multiple frontier oncology targets
  • Strategic partnership with Sanofi providing development expertise and commercialization support
  • Differentiated pipeline with mutant-selective and hyperactivated inhibitor approaches
  • Focus on RAS-addicted cancers with limited current treatment options
  • Clinical-stage validation with multiple candidates in active development

Bear Case

1 risk

  • Average volatility.

Growth

Revenue decline expected

Advancement of RMC-4630 through Phase 1/2 trials with potential for expanded indications

Value

Deep value opportunity - significant discount to Biotech & Therapeutics peers

Momentum

Hot

+89.2% over 3m

Quality

Loss-making

Mixed fundamentals

Dividend

None

No dividend

Earnings track record

Recent earnings results

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

Next: May 5, 2026

Q2 26 RECAP

MAY 6, 2026

Reported EPS of -$2.29 vs -$1.83 consensus (-25.1% surprise).

EPS miss

EPS surprise · last 4Q

0 of 1 beats

Q2 26

-25.1%

Next: May 5, 2026

Revenue trend · last 8Q

-100%

Q2 24

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

$0

$0

$0

$0

$0

$0

$0

$0

Margins · last 8Q

No margin history available.

Wall Street consensus

14 analysts · 100% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

14

100%

Hold

0%

Sell

0%

Median Price Target

$180.50

-4.6% vs $189.24

Low $151.00
Median $180.50
High $235.00

Latest: Needham · $235.00 · Jun 29, 2026

8 analysts covering

vs Industry

How RVMD stacks vs Biotechnology

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

Industry comparison data unavailable for this stock.