Arvinas (NASDAQ:ARVN) Shares Down 7.8% on Analyst Downgrade

Posted by Francis Steltz on Aug 5th, 2026

Arvinas, Inc. (NASDAQ:ARVN – Get Free Report)’s share price was down 7.8% during mid-day trading on Wednesday after Wells Fargo & Company downgraded the stock from an overweight rating to an equal weight rating. The company traded as low as $8.29 and last traded at $8.30. Approximately 513,355 shares traded hands during trading, a decline of 38% from the average session volume of 828,482 shares. The stock had previously closed at $9.00.

A number of other equities analysts have also recently weighed in on ARVN. Barclays lifted their price target on Arvinas from $18.00 to $20.00 and gave the stock an “overweight” rating in a research note on Wednesday, May 13th. BTIG Research reaffirmed a “buy” rating and set a $18.00 price objective on shares of Arvinas in a research note on Tuesday. Zacks Research raised shares of Arvinas from a “strong sell” rating to a “hold” rating in a research report on Tuesday, May 26th. Weiss Ratings lowered shares of Arvinas from a “sell (d-)” rating to a “sell (e+)” rating in a report on Thursday, July 30th. Finally, Citigroup upped their price target on shares of Arvinas from $21.00 to $24.00 and gave the company a “buy” rating in a research report on Monday, May 4th. Seven analysts have rated the stock with a Buy rating, four have given a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat, Arvinas presently has a consensus rating of “Hold” and an average price target of $15.17.

Get Our Latest Analysis on Arvinas

Insiders Place Their Bets

In other Arvinas news, CFO Andrew Saik sold 5,696 shares of Arvinas stock in a transaction on Wednesday, June 24th. The shares were sold at an average price of $8.16, for a total transaction of $46,479.36. Following the completion of the sale, the chief financial officer owned 187,432 shares of the company’s stock, valued at $1,529,445.12. This trade represents a 2.95% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CEO Randy Teel sold 9,657 shares of the company’s stock in a transaction on Monday, May 11th. The stock was sold at an average price of $9.94, for a total transaction of $95,990.58. Following the completion of the transaction, the chief executive officer directly owned 287,218 shares in the company, valued at $2,854,946.92. This trade represents a 3.25% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold a total of 41,728 shares of company stock worth $402,649 in the last quarter. 7.30% of the stock is currently owned by corporate insiders.

Key Arvinas News

Here are the key news stories impacting Arvinas this week:

Positive Sentiment: Arvinas reported second-quarter EPS of $2.58, far above the consensus expectation for a loss of $0.37, while revenue reached $249.7 million versus estimates of $60.71 million. Revenue increased more than 1,000% year over year, providing a significant earnings and cash-flow catalyst. Arvinas second-quarter earnings report
Positive Sentiment: The company secured regulatory approval for VEPPANU, described as the first approved PROTAC protein degrader, and completed an out-licensing transaction with Rigel Pharmaceuticals. These milestones could validate Arvinas’ technology and create future royalty or milestone opportunities. Arvinas second-quarter corporate update
Positive Sentiment: Arvinas expects to report clinical data from three Phase 1 programs—ARV-393, ARV-102 and ARV-027—over the next 12 months. It also presented preclinical data for ARV-6723, a potential treatment aimed at overcoming immune-checkpoint resistance in solid tumors. Arvinas Q2 2026 earnings call transcript
Positive Sentiment: BTIG Research reaffirmed its “buy” rating and set an $18 price target, implying substantial upside from recent trading levels and signaling confidence in Arvinas’ pipeline and commercial prospects. BTIG Arvinas rating
Negative Sentiment: Wells Fargo downgraded ARVN from “overweight” to “equal weight,” likely limiting enthusiasm after the recent rally and reflecting a more cautious view of valuation or execution risk.
Negative Sentiment: Despite the quarterly beat, Arvinas remains unprofitable, with a negative net margin and return on equity; analysts expect a full-year loss of approximately $2.82 per share. The outsized revenue figure may also be less recurring because it was associated with licensing and milestone activity.

Institutional Trading of Arvinas

A number of institutional investors have recently added to or reduced their stakes in the business. Tower Research Capital LLC TRC grew its position in Arvinas by 491.4% in the second quarter. Tower Research Capital LLC TRC now owns 5,819 shares of the company’s stock worth $43,000 after acquiring an additional 4,835 shares in the last quarter. Canada Pension Plan Investment Board lifted its stake in shares of Arvinas by 109.4% in the 2nd quarter. Canada Pension Plan Investment Board now owns 6,700 shares of the company’s stock valued at $49,000 after purchasing an additional 3,500 shares during the last quarter. Abel Hall LLC bought a new stake in Arvinas in the fourth quarter worth $125,000. Corient Private Wealth LLC bought a new stake in Arvinas in the fourth quarter worth $127,000. Finally, Jain Global LLC acquired a new position in Arvinas during the third quarter worth $95,000. 95.19% of the stock is currently owned by institutional investors and hedge funds.

Arvinas Stock Down 7.8%

The company’s 50-day simple moving average is $8.07 and its 200 day simple moving average is $10.30. The stock has a market capitalization of $535.52 million, a price-to-earnings ratio of -2.50 and a beta of 1.71.

Arvinas (NASDAQ:ARVN – Get Free Report) last announced its quarterly earnings results on Tuesday, August 4th. The company reported $2.58 earnings per share for the quarter, topping analysts’ consensus estimates of ($0.37) by $2.95. The company had revenue of $249.70 million during the quarter, compared to analysts’ expectations of $60.71 million. Arvinas had a negative return on equity of 44.38% and a negative net margin of 247.54%.The business’s quarterly revenue was up 1014.7% compared to the same quarter last year. During the same quarter in the previous year, the firm earned ($0.84) earnings per share. On average, equities analysts expect that Arvinas, Inc. will post -2.82 earnings per share for the current fiscal year.

Arvinas Company Profile

(Get Free Report)

Arvinas, Inc (NASDAQ: ARVN) is a biopharmaceutical company focused on the development of therapies based on targeted protein degradation. Utilizing its proprietary proteolysis-targeting chimera (PROTAC®) platform, Arvinas aims to selectively eliminate disease-causing proteins rather than merely inhibit their activity. This novel approach has the potential to address a range of diseases, including oncology, neurodegeneration and inflammation, by harnessing the body’s natural protein-recycling systems.

The company’s most advanced clinical candidates address hormone-driven cancers.