Revolution Medicines’ (RVMD) “Buy” Rating Reiterated at Stifel Nicolaus

Stifel Nicolaus restated their buy rating on shares of Revolution Medicines (NASDAQ:RVMD) in a research report report published on Monday,Benzinga reports.

Several other research firms have also commented on RVMD. Truist Financial upgraded shares of Revolution Medicines to a “strong-buy” rating in a research report on Wednesday, March 25th. Evercore restated an “outperform” rating on shares of Revolution Medicines in a research report on Tuesday, April 14th. Wedbush restated an “outperform” rating on shares of Revolution Medicines in a research report on Tuesday, April 14th. Jefferies Financial Group began coverage on shares of Revolution Medicines in a research report on Monday, March 16th. They set a “buy” rating for the company. Finally, Weiss Ratings restated a “sell (d-)” rating on shares of Revolution Medicines in a research report on Thursday, January 22nd. Four research analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, Revolution Medicines currently has an average rating of “Buy” and a consensus target price of $78.94.

Revolution Medicines Stock Down 5.0%

Shares of NASDAQ:RVMD opened at $141.50 on Monday. The stock has a market capitalization of $28.04 billion, a price-to-earnings ratio of -23.94 and a beta of 1.01. Revolution Medicines has a 1-year low of $34.00 and a 1-year high of $155.70. The company’s fifty day moving average is $106.04 and its two-hundred day moving average is $88.28. The company has a debt-to-equity ratio of 0.16, a quick ratio of 7.14 and a current ratio of 7.14.

Revolution Medicines (NASDAQ:RVMD) last released its quarterly earnings results on Wednesday, February 25th. The company reported ($1.86) EPS for the quarter, missing the consensus estimate of ($1.56) by ($0.30). During the same period last year, the company posted ($1.12) EPS. Equities analysts anticipate that Revolution Medicines will post -7.57 EPS for the current year.

Insider Transactions at Revolution Medicines

In related news, insider Stephen Michael Kelsey sold 4,302 shares of the stock in a transaction dated Tuesday, March 17th. The shares were sold at an average price of $99.48, for a total value of $427,962.96. Following the completion of the transaction, the insider owned 295,398 shares in the company, valued at $29,386,193.04. This represents a 1.44% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this hyperlink. Also, COO Margaret A. Horn sold 4,583 shares of the stock in a transaction dated Tuesday, March 17th. The shares were sold at an average price of $99.48, for a total transaction of $455,916.84. Following the completion of the transaction, the chief operating officer owned 157,570 shares of the company’s stock, valued at $15,675,063.60. This represents a 2.83% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 184,592 shares of company stock worth $24,499,532 over the last ninety days. Insiders own 8.20% of the company’s stock.

Hedge Funds Weigh In On Revolution Medicines

A number of institutional investors and hedge funds have recently bought and sold shares of RVMD. Nextech Invest Ltd. grew its position in Revolution Medicines by 20.7% in the 4th quarter. Nextech Invest Ltd. now owns 7,601,087 shares of the company’s stock valued at $332,472,000 after buying an additional 1,304,347 shares in the last quarter. Millennium Management LLC grew its position in Revolution Medicines by 681.8% in the 1st quarter. Millennium Management LLC now owns 156,353 shares of the company’s stock valued at $5,529,000 after buying an additional 136,353 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its position in Revolution Medicines by 14.2% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 300,196 shares of the company’s stock valued at $10,615,000 after buying an additional 37,345 shares in the last quarter. Invesco Ltd. grew its position in Revolution Medicines by 19.3% in the 2nd quarter. Invesco Ltd. now owns 227,019 shares of the company’s stock valued at $8,352,000 after buying an additional 36,760 shares in the last quarter. Finally, Jump Financial LLC grew its position in Revolution Medicines by 87.9% in the 2nd quarter. Jump Financial LLC now owns 15,258 shares of the company’s stock valued at $561,000 after buying an additional 7,137 shares in the last quarter. Institutional investors own 94.34% of the company’s stock.

Key Stories Impacting Revolution Medicines

Here are the key news stories impacting Revolution Medicines this week:

• Positive Sentiment: Phase 3 RASolute 302 reported an unprecedented overall survival benefit for daraxonrasib and the full trial results will be presented in a Plenary Session at ASCO (May 31). This is a major clinical and commercial inflection point if the detailed data and safety profile hold up. Revolution Medicines to Present Pivotal Phase 3 RASolute 302 Clinical Trial Results
• Positive Sentiment: Updated Phase 1/2 daraxonrasib data in first-line metastatic pancreatic cancer will be presented at AACR (late-breaking mini-symposium and poster), reinforcing momentum across both later- and earlier-line programs. Revolution Medicines to Present Updated Phase 1/2 Clinical Data for Daraxonrasib
• Positive Sentiment: Preclinical data on RM-055 (a mutant-targeted catalytic RAS(ON) inhibitor) show activity across resistant models and multiple tumor types — adds depth to the pipeline beyond daraxonrasib. Revolution Medicines to Present Preclinical Data on RM-055
• Positive Sentiment: Multiple brokerages (HC Wainwright, Stifel and others) have reiterated or maintained Buy/Outperform ratings and elevated price targets recently, supporting continued analyst optimism around commercialization potential. HC Wainwright Buy Rating Reaffirmed (Benzinga)
• Neutral Sentiment: Several Revolution-sponsored abstracts (real‑world analyses, safety/efficacy in later lines) were accepted for publication — useful for market narrative but less likely to move the stock than pivotal OS/PFS readouts. Additional Accepted Abstracts (GlobeNewswire)
• Negative Sentiment: Notable insider selling and large institutional position reductions have been reported in recent quarters — heavy insider sales and major funds trimming can exert selling pressure and reduce investor confidence. Quiver / Insider & Institutional Activity
• Negative Sentiment: Daraxonrasib remains investigational and regulatory approval, full safety readouts, and commercialization execution are still future events — these risks (plus the company’s prior EPS misses and cash burn profile) keep the story binary and can drive volatile trading. Regulatory & Forward-Looking Risks

About Revolution Medicines

Revolution Medicines is a clinical-stage biopharmaceutical company focused on discovering and developing small molecule therapies to treat RAS-dependent cancers and other diseases driven by the RAS/MAPK pathway. The company’s research efforts target historically “undruggable” proteins, aiming to inhibit critical nodes in cell signaling that promote tumor growth and therapeutic resistance.

The lead pipeline includes RMC-4630, a SHP2 inhibitor; RMC-6291, a selective KRAS G12C inhibitor; and RMC-6236, a pan-RAS inhibitor designed to address multiple RAS mutations.