Sanford C. Bernstein Upgrades Revolution Medicines (NASDAQ:RVMD) to “Hold”

Posted by Brenda Bartman on May 23rd, 2026

Revolution Medicines (NASDAQ:RVMD – Get Free Report) was upgraded by equities research analysts at Sanford C. Bernstein to a “hold” rating in a note issued to investors on Thursday,Zacks.com reports.

Other equities research analysts also recently issued reports about the stock. Royal Bank Of Canada lifted their price target on shares of Revolution Medicines to $165.00 and gave the stock an “outperform” rating in a report on Thursday, May 7th. Evercore reiterated an “outperform” rating on shares of Revolution Medicines in a report on Tuesday, April 14th. Truist Financial started coverage on shares of Revolution Medicines in a report on Monday. They set a “buy” rating and a $179.00 price objective on the stock. Stifel Nicolaus reiterated a “buy” rating on shares of Revolution Medicines in a report on Monday, April 20th. Finally, Jefferies Financial Group started coverage on shares of Revolution Medicines in a report on Monday, March 16th. They set a “buy” rating on the stock. Three research analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the stock has an average rating of “Buy” and an average price target of $111.35.

Get Our Latest Analysis on RVMD

Revolution Medicines Stock Performance

Shares of NASDAQ RVMD opened at $151.56 on Thursday. The company has a market cap of $32.22 billion, a PE ratio of -21.44 and a beta of 1.41. Revolution Medicines has a 12 month low of $34.00 and a 12 month high of $156.25. The company has a debt-to-equity ratio of 0.19, a current ratio of 6.80 and a quick ratio of 6.80. The company has a 50-day simple moving average of $123.75 and a 200-day simple moving average of $101.21.

Revolution Medicines (NASDAQ:RVMD – Get Free Report) last issued its quarterly earnings results on Wednesday, May 6th. The company reported ($2.29) EPS for the quarter, missing analysts’ consensus estimates of ($1.83) by ($0.46). During the same period last year, the firm posted ($1.13) EPS. On average, equities analysts anticipate that Revolution Medicines will post -7.75 earnings per share for the current year.

Insider Buying and Selling at Revolution Medicines

In related news, COO Margaret A. Horn sold 4,583 shares of the company’s stock in a transaction on 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 sale, the chief operating officer directly owned 157,570 shares of the company’s stock, valued at approximately $15,675,063.60. This represents a 2.83% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Mark A. Goldsmith sold 120,000 shares of the firm’s stock in a transaction dated Wednesday, April 15th. The shares were sold at an average price of $150.09, for a total value of $18,010,800.00. Following the completion of the transaction, the insider directly owned 276,698 shares in the company, valued at $41,529,602.82. This trade represents a 30.25% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 184,592 shares of company stock worth $24,499,532. 8.20% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

Hedge funds have recently added to or reduced their stakes in the stock. Meeder Advisory Services Inc. lifted its stake in Revolution Medicines by 3.0% in the first quarter. Meeder Advisory Services Inc. now owns 4,126 shares of the company’s stock valued at $401,000 after buying an additional 120 shares during the last quarter. PNC Financial Services Group Inc. lifted its stake in Revolution Medicines by 1.3% in the fourth quarter. PNC Financial Services Group Inc. now owns 10,066 shares of the company’s stock valued at $802,000 after buying an additional 125 shares during the last quarter. Deutsche Bank AG lifted its stake in Revolution Medicines by 0.4% in the fourth quarter. Deutsche Bank AG now owns 32,217 shares of the company’s stock valued at $2,566,000 after buying an additional 130 shares during the last quarter. Signaturefd LLC raised its stake in shares of Revolution Medicines by 33.1% during the fourth quarter. Signaturefd LLC now owns 656 shares of the company’s stock valued at $52,000 after purchasing an additional 163 shares in the last quarter. Finally, Allworth Financial LP raised its stake in shares of Revolution Medicines by 57.2% during the fourth quarter. Allworth Financial LP now owns 577 shares of the company’s stock valued at $46,000 after purchasing an additional 210 shares in the last quarter. 94.34% of the stock is owned by hedge funds and other institutional investors.

Revolution Medicines Company Profile

(Get Free Report)

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.