RVMD

Revolution Medicines, Inc.

Nasdaq · Biological Products, (No Diagnostic Substances) · Inc. DE · CIK 0001628171
$153.87 +3.11% $32.7B
Insider Selling Cluster (8 insiders)34 New Institutional Positions16 Institutional Exits
Vol
Market Cap$32.7B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (96%)
Inst. Holders50 funds
Inst. Value$11.5B
Inst. Activity34 buys / 16 sells
Insider Activity0B / 12S
Insider Net $-$21.6M
Reddit Sentiment68° Warm
SEC Reports3
Press Releases9
Exchange Nasdaq·Sector Biological Products, (No Diagnostic Substances)·Inc. DE·CIK 0001628171·Prev Close $149.23

Recent Activity

Jun 11, 2026 SEC
Director Margaret A. Horn files Form 144 notice of intent to sell 10,000 shares (~$1.44M based on stated value). This is
144 — Impact 3/10
Jun 11, 2026 short_volume
Short Volume: RVMD — 55.8% short (0.4M / 0.8M)
Short: 442,722 | Exempt: 1,028 | TRF Vol: 793,363 | Short Ratio: 55.8% | Off-exchange volume (dark p
May 31, 2026 Press
Revolution Medicines reported overwhelmingly positive Phase 3 data for daraxonrasib in metastatic pancreatic cancer, sho
Impact 8/10
May 26, 2026 Insider
Mancini Anthony acquired via exercise 3,121 shares
See Remarks @ $33.62 ($104.9K)
May 26, 2026 Insider
Mancini Anthony sold 700 shares
See Remarks @ $153.30 ($107.3K)
May 6, 2026 Press
Revolution Medicines announced that Phase 1/2 data for daraxonrasib in RAS-mutant pancreatic cancer were published in NE
Impact 8/10
Apr 27, 2026 Insider
Mancini Anthony acquired via exercise 3,120 shares
See Remarks @ $33.62 ($104.9K)
Mar 27, 2026 SEC
Anthony Mancini, an insider at Revolution Medicines, exercised options for 74,900 shares and sold 1,800 shares on the op
CLUSTER — Impact 4/10

Price Targets

$187.29 +21.7% upside Strong Buy
Current $153.87 Low $151.00 Median $183.00 High $263.00 21 analysts
$151.00 $263.00

Analyst Ratings

Strong Buy96% buy · 27 analysts
11Strong Buy
15Buy
1Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Jun 10, 2026 Evercore ISI Group MAINTAIN Outperform → Outperform
Jun 2, 2026 RBC Capital MAINTAIN Outperform → Outperform
Jun 1, 2026 HC Wainwright & Co. MAINTAIN Buy → Buy
Jun 1, 2026 Oppenheimer MAINTAIN Outperform → Outperform
May 22, 2026 Bernstein INITIATE Market Perform

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $-2.03 ▼ -2.0% $-2.19 — $-1.89 -55% YoY 18
Next Q $-1.97 ▼ -0.7% $-2.23 — $-1.68 -22% YoY 18
Current FY $-8.01 ▼ -0.5% $-8.81 — $-7.20 -35% YoY 19
Next FY $-5.70 ▼ -3.6% $-10.74 — $0.96 29% YoY 17

Top Institutional Holders

FundValueMove
FARALLON CAPITAL MANAGEMENT LLC$1.3B
BlackRock, Inc.$1.1BADD
JANUS HENDERSON GROUP PLC$949.5M
BAKER BROS. ADVISORS LP$929.3M
FMR LLC$823.2M

Recent Insider Trades

DateInsiderTypeValue
May 26, 2026Mancini AnthonyM$104.9K
May 26, 2026Mancini AnthonySELL$107.3K
Apr 27, 2026Mancini AnthonyM$104.9K
Apr 27, 2026Mancini AnthonySELL$220.0K
Apr 15, 2026GOLDSMITH MARKM$95.1K

Reddit Sentiment

68°
Warm
Bearish Neutral Bullish
7 mentions 4 bullish 0 bearish
50 institutional holders with $11.5B total value (117,862,866 shares) as of 2026-Q1. Top holders: FARALLON, BlackRock,, JANUS. Net buying activity: 34 institutions added/increased vs 16 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1FARALLON CAPITAL MANAGEMENT LLC13,604,796$1.3B11.5%
2BlackRock, Inc.11,212,706$1.1B9.5%ADD +25.6%
3JANUS HENDERSON GROUP PLC9,766,496$949.5M8.3%
4BAKER BROS. ADVISORS LP9,555,357$929.3M8.1%
5FMR LLC8,464,314$823.2M7.2%
6VANGUARD CAPITAL MANAGEMENT LLC8,362,284$813.2M7.1%
7VANGUARD PORTFOLIO MANAGEMENT LLC7,502,623$729.6M6.4%
8WELLINGTON MANAGEMENT GROUP LLP6,027,819$586.2M5.1%
9ADAGE CAPITAL PARTNERS GP, L.L.C.5,475,611$532.5M4.6%DOUBLED +148.3%
10STATE STREET CORP4,402,662$428.2M3.7%
11Woodline Partners LP2,506,570$243.8M2.1%
12Holocene Advisors, LP2,468,644$240.1M2.1%ADD +29.4%
13Avoro Capital Advisors LLC2,344,444$228.0M2.0%
14GOLDMAN SACHS GROUP INC2,185,500$212.5M1.9%
15Alyeska Investment Group, L.P.1,885,821$183.4M1.6%DOUBLED +688.7%
16NATIONAL BANK OF CANADA /FI/1,749,000$170.1M1.5%NEW
17CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,735,476$168.8M1.5%
18AMERIPRISE FINANCIAL INC1,579,793$153.6M1.3%
19TWO SIGMA INVESTMENTS, LP1,558,807$151.6M1.3%
20SUSQUEHANNA INTERNATIONAL GROUP, LLP1,158,500$112.7M1.0%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
BlackRock, Inc.ADD8,926,65611,212,706+25.6%$1.1B2026-Q1
ADAGE CAPITAL PARTNERS GP, L.L.C.DOUBLED2,205,5555,475,611+148.3%$532.5M2026-Q1
Holocene Advisors, LPADD1,907,9482,468,644+29.4%$240.1M2026-Q1
Alyeska Investment Group, L.P.DOUBLED239,0971,885,821+688.7%$183.4M2026-Q1
NATIONAL BANK OF CANADA /FI/NEW1,749,000$170.1M2026-Q1
Polar Capital Holdings PlcTRIM2,013,7911,133,930-43.7%$110.3M2026-Q1
DIMENSIONAL FUND ADVISORS LPTRIM1,161,646844,614-27.3%$82.1M2026-Q1
BANK OF AMERICA CORP /DE/TRIM879,845614,157-30.2%$59.7M2026-Q1
Pictet Asset Management Holding SATRIM1,137,121557,560-51.0%$53.6M2026-Q1
DEUTSCHE BANK AG\DOUBLED32,217465,758+1345.7%$45.3M2026-Q1
Legal & General Group PlcDOUBLED153,380341,148+122.4%$33.2M2026-Q1
Sumitomo Mitsui Trust Group, Inc.DOUBLED5,498270,972+4828.6%$26.4M2026-Q1
FRONTIER CAPITAL MANAGEMENT CO LLCTRIM430,768243,804-43.4%$23.7M2026-Q1
MARSHALL WACE, LLPTRIM386,191216,661-43.9%$21.1M2026-Q1
Mitsubishi UFJ Asset Management Co., Ltd.DOUBLED31,514164,988+423.5%$16.0M2026-Q1
AmundiDOUBLED20,067138,560+590.5%$13.5M2026-Q1
LMR Partners LLPNEW130,000$12.6M2026-Q1
Verition Fund Management LLCTRIM189,333110,000-41.9%$10.7M2026-Q1
ING GROEP NVNEW103,000$10.0M2026-Q1
FIRST TRUST ADVISORS LPADD39,36570,970+80.3%$6.9M2026-Q1
Trexquant Investment LPDOUBLED32,46368,609+111.3%$6.7M2026-Q1
Erste Asset Management GmbHADD39,40059,400+50.8%$5.5M2026-Q1
Rafferty Asset Management, LLCTRIM74,69845,291-39.4%$4.4M2026-Q1
DANSKE BANK A/SDOUBLED3,10044,900+1348.4%$4.4M2026-Q1
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.DOUBLED4,37640,628+828.4%$3.8M2026-Q1
9 unique insiders with 33 transactions. Net insider value: -$21.6M ($0.00 bought, $21.6M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 26, 2026Mancini AnthonySee RemarksEXERCISE3,121$33.62$104.9K
May 26, 2026Mancini AnthonySee RemarksSELL700$153.30$107.3K
Apr 27, 2026Mancini AnthonySee RemarksEXERCISE3,120$33.62$104.9K
Apr 27, 2026Mancini AnthonySee RemarksSELL1,671$131.66$220.0K
Apr 15, 2026GOLDSMITH MARK ASee RemarksEXERCISE23,244$4.09$95.1K
Apr 15, 2026GOLDSMITH MARK ASee RemarksSELL120,000$150.09$18.0M
Mar 25, 2026Mancini AnthonySee RemarksEXERCISE37,450$33.62$1.3M
Mar 25, 2026Mancini AnthonySee RemarksSELL1,800$93.22$167.8K
Mar 19, 2026Cislini JeffGeneral CounselSELL1,163$97.44$113.3K
Mar 17, 2026Wang XiaolinSee RemarksSELL2,010$99.48$200.0K
Mar 17, 2026Anders JackChief Financial OfficerSELL2,753$99.48$273.9K
Mar 17, 2026Cislini JeffGeneral CounselSELL1,795$99.48$178.6K
Mar 17, 2026GOLDSMITH MARK ASee RemarksSELL12,871$99.48$1.3M
Mar 17, 2026Horn Margaret AChief Operating OfficerSELL4,583$99.48$455.9K
Mar 17, 2026Kelsey Stephen MichaelSee RemarksSELL4,302$99.48$428.0K
Mar 17, 2026Wei LinChief Medical OfficerSELL2,073$99.48$206.2K
Mar 4, 2026ANDERSON ELIZABETH MDirectorGIFT15,000
Mar 2, 2026GOLDSMITH MARK ASee RemarksEXERCISE30,000$4.09$122.7K
Mar 1, 2026GOLDSMITH MARK ASee RemarksAWARD57,100
Mar 1, 2026GOLDSMITH MARK ASee RemarksAWARD128,600
Mar 1, 2026Cislini JeffGeneral CounselAWARD32,500
Mar 1, 2026Anders JackChief Financial OfficerAWARD45,400
Mar 1, 2026Horn Margaret AChief Operating OfficerAWARD21,100
Mar 1, 2026Anders JackChief Financial OfficerAWARD20,200
Mar 1, 2026Kelsey Stephen MichaelSee RemarksAWARD21,100
Mar 1, 2026Wang XiaolinSee RemarksAWARD15,100
Mar 1, 2026Wang XiaolinSee RemarksAWARD34,000
Mar 1, 2026Wei LinChief Medical OfficerAWARD15,100
Mar 1, 2026Wei LinChief Medical OfficerAWARD34,000
Mar 1, 2026Kelsey Stephen MichaelSee RemarksAWARD47,600
Mar 1, 2026Horn Margaret AChief Operating OfficerAWARD47,600
Mar 1, 2026Cislini JeffGeneral CounselAWARD14,500
Feb 6, 2026GOLDSMITH MARK ASee RemarksEXERCISE24,010$0.5400$13.0K
Current analyst consensus: Strong Buy (96% buy). Based on 27 analysts: 11 strong buy, 15 buy, 1 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$187.29 mean target +21.7% upside Strong Buy (1.29)
$151.00 Low $263.00 High
MetricValue
Current Price$153.87
Target Low$151.00
Target Mean$187.29
Target Median$183.00
Target High$263.00
# Analysts21
RecommendationStrong Buy (1.29)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$-2.03 $-2.19 $-1.89 -54.9% -2.0% 1↑ 14↓ $0.0B 0.0% 18
Next Q
2026-09-30
$-1.97 $-2.23 $-1.68 -22.4% -0.7% 8↑ 7↓ $0.0B 0.0% 18
Current FY
2026-12-31
$-8.01 $-8.81 $-7.20 -34.5% -0.5% 2↑ 16↓ $0.1B 0.0% 19
Next FY
2027-12-31
$-5.70 $-10.74 $0.96 28.8% -3.6% 7↑ 8↓ $0.8B 706.4% 17

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$-2.029
7d ago$-2.028-0.001
30d ago$-1.990-0.039
60d ago$-1.914-0.115
90d ago$-1.891-0.137
14 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 1 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 10, 2026 Evercore ISI Group MAINTAIN Outperform Outperform
Jun 2, 2026 RBC Capital MAINTAIN Outperform Outperform
Jun 1, 2026 HC Wainwright & Co. MAINTAIN Buy Buy
Jun 1, 2026 Oppenheimer MAINTAIN Outperform Outperform
May 22, 2026 Bernstein INITIATE Market Perform
May 7, 2026 RBC Capital MAINTAIN Outperform Outperform
May 7, 2026 Guggenheim MAINTAIN Buy Buy
May 7, 2026 Wedbush MAINTAIN Outperform Outperform
May 7, 2026 Piper Sandler MAINTAIN Overweight Overweight
May 7, 2026 Needham MAINTAIN Buy Buy
Apr 22, 2026 Leerink Partners MAINTAIN Outperform Outperform
Apr 22, 2026 HC Wainwright & Co. REITERATE Buy Buy
Apr 20, 2026 Stifel REITERATE Buy Buy
Apr 20, 2026 Needham MAINTAIN Buy Buy
Apr 14, 2026 Wells Fargo MAINTAIN Overweight Overweight
Apr 14, 2026 RBC Capital MAINTAIN Outperform Outperform
Apr 14, 2026 Wedbush REITERATE Outperform Outperform
Apr 14, 2026 Guggenheim MAINTAIN Buy Buy
Apr 14, 2026 Evercore ISI Group MAINTAIN Outperform Outperform
Apr 14, 2026 HC Wainwright & Co. MAINTAIN Buy Buy
Apr 13, 2026 Leerink Partners MAINTAIN Outperform Outperform
Apr 13, 2026 Oppenheimer MAINTAIN Outperform Outperform
Feb 26, 2026 Piper Sandler MAINTAIN Overweight Overweight
Feb 26, 2026 Wells Fargo MAINTAIN Overweight Overweight
Feb 26, 2026 Needham MAINTAIN Buy Buy
Feb 2, 2026 JP Morgan MAINTAIN Overweight Overweight
Jan 27, 2026 Oppenheimer MAINTAIN Outperform Outperform
Jan 22, 2026 Stifel MAINTAIN Buy Buy
Jan 21, 2026 RBC Capital MAINTAIN Outperform Outperform
Jan 20, 2026 Guggenheim MAINTAIN Buy Buy
Jan 13, 2026 Mizuho MAINTAIN Outperform Outperform
Jan 9, 2026 Wedbush MAINTAIN Outperform Outperform

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 2026111510096%
May 1, 2026111510096%
Apr 1, 2026111510096%
Mar 1, 2026111510096%
Feb 1, 2026111510096%
Jan 1, 2026111510096%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

68°
Warm
Bearish Neutral Bullish
7 mentions 4 bullish 0 bearish 7 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Jun 7, 2026150° Neutral001
Jun 7, 2026150° Neutral001
Jun 7, 2026160° Warm101
May 12, 2026144° Neutral001
Apr 15, 2026160° Warm101
Apr 13, 2026160° Warm101
Apr 13, 2026160° Warm101

Recent Reddit Threads

r/wallstreetbets Neutral 5d 20h ago
Stock that might jump Monday: RVMD
▲ 1 💬 0 ⚡ 0.5
r/stocks Neutral 1mo ago
RVMD/RVMDW Question
▲ 1 💬 0 ⚡ 0.5
r/investing Bullish 1mo ago
Tips for researching startups?
▲ 1 💬 0 ⚡ 0.5
r/pennystocks Neutral 2mo ago
14 APRIL 2026 , WHAT ARE THE BIGGEST WINNERS PRE-MARKET AND WHY ?
▲ 1 💬 1 ⚡ 0.5
r/stocks Bullish 2mo ago
Too late for RVMD?
▲ 1 💬 0 ⚡ 0.5
Jun 11, 2026
short_volume
Short Volume: RVMD — 55.8% short (0.4M / 0.8M)
Short: 442,722 | Exempt: 1,028 | TRF Vol: 793,363 | Short Ratio: 55.8% | Off-exchange volume (dark pool + OTC)
Jun 9, 2026
short_volume
Short Volume: RVMD — 61.4% short (0.5M / 0.8M)
Short: 509,106 | Exempt: 5,828 | TRF Vol: 828,660 | Short Ratio: 61.4% | Off-exchange volume (dark pool + OTC)
Jun 5, 2026
short_volume
Short Volume: RVMD — 56.2% short (0.6M / 1.0M)
Short: 561,285 | Exempt: 16,776 | TRF Vol: 998,879 | Short Ratio: 56.2% | Off-exchange volume (dark pool + OTC)
Jun 4, 2026
short_volume
Short Volume: RVMD — 60.4% short (0.6M / 1.0M)
Short: 582,429 | Exempt: 9,678 | TRF Vol: 963,968 | Short Ratio: 60.4% | Off-exchange volume (dark pool + OTC)
Jun 3, 2026
short_volume
Short Volume: RVMD — 57.4% short (0.6M / 1.0M)
Short: 557,195 | Exempt: 2,073 | TRF Vol: 970,826 | Short Ratio: 57.4% | Off-exchange volume (dark pool + OTC)
Jun 2, 2026
short_volume
Short Volume: RVMD — 57.5% short (0.9M / 1.6M)
Short: 916,112 | Exempt: 2,837 | TRF Vol: 1,594,178 | Short Ratio: 57.5% | Off-exchange volume (dark pool + OTC)
Jun 1, 2026
short_volume
Short Volume: RVMD — 58.1% short (1.8M / 3.1M)
Short: 1,819,630 | Exempt: 18,228 | TRF Vol: 3,132,823 | Short Ratio: 58.1% | Off-exchange volume (dark pool + OTC)
May 31, 2026
fda
Revolution Medicines Announces ASCO Plenary Presentation Highlighting Unprecedented Results from Pivotal Phase 3 RASolute 302 Clinical Trial of Daraxonrasib in Previously Treated Metastatic Pancreatic Cancer
Results simultaneously published in The New England Journal of Medicine <pre>Results simultaneously published in The New England Journal of Medicine</
May 29, 2026
short_volume
Short Volume: RVMD — 63.0% short (1.4M / 2.2M)
Short: 1,416,665 | Exempt: 5,209 | TRF Vol: 2,248,811 | Short Ratio: 63.0% | Off-exchange volume (dark pool + OTC)
May 28, 2026
short_volume
Short Volume: RVMD — 57.5% short (0.8M / 1.3M)
Short: 768,951 | Exempt: 11,463 | TRF Vol: 1,338,055 | Short Ratio: 57.5% | Off-exchange volume (dark pool + OTC)
May 22, 2026
short_volume
Short Volume: RVMD — 55.2% short (0.4M / 0.7M)
Short: 410,258 | Exempt: 5,638 | TRF Vol: 742,812 | Short Ratio: 55.2% | Off-exchange volume (dark pool + OTC)
May 21, 2026
short_volume
Short Volume: RVMD — 58.0% short (0.5M / 0.9M)
Short: 525,402 | Exempt: 4,494 | TRF Vol: 905,226 | Short Ratio: 58.0% | Off-exchange volume (dark pool + OTC)
May 19, 2026
short_volume
Short Volume: RVMD — 63.9% short (0.6M / 0.9M)
Short: 594,783 | Exempt: 2,607 | TRF Vol: 931,427 | Short Ratio: 63.9% | Off-exchange volume (dark pool + OTC)
May 18, 2026
dark_pool
Dark Pool: RVMD — 2.9M shares, 58,124 trades
Week starting 2026-05-18. Total ATS volume: 2,928,860 shares across 58,124 trades.
May 13, 2026
short_volume
Short Volume: RVMD — 58.0% short (0.4M / 0.7M)
Short: 421,633 | Exempt: 3,168 | TRF Vol: 727,303 | Short Ratio: 58.0% | Off-exchange volume (dark pool + OTC)
Apr 1, 2026
Clinical Trial
Phase 3 Study of Daraxonrasib (RMC-6236) in Patients With Previously Treated Metastatic Pancreatic Ductal Adenocarcinoma (PDAC)
Phase Phase 3 — ACTIVE_NOT_RECRUITING