Revolution Medicines Set to Announce Q4 Earnings Results
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 24 2026
0mins
Should l Buy RVMD?
Source: seekingalpha
- Earnings Announcement: Revolution Medicines is set to release its Q4 earnings on February 25th after market close, with a consensus EPS estimate of -$1.56, reflecting a significant 39.3% year-over-year decline, indicating ongoing challenges in profitability.
- Revenue Expectations: The consensus revenue estimate stands at $3.89 million, and despite the negative earnings outlook, the stability in revenue could provide some reassurance to investors amidst the volatility in the biotech sector.
- EPS Forecast Adjustments: Over the past three months, EPS estimates have seen two upward revisions with no downward adjustments, suggesting a slight increase in analyst confidence regarding the company's future performance, although the overall outlook remains negative.
- M&A Speculation: At a recent conference, Revolution Medicines declined to comment on the speculation surrounding its acquisition talks with Merck, which has walked away from negotiations, potentially impacting investor perceptions of the company's strategic direction.
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Analyst Views on RVMD
Wall Street analysts forecast RVMD stock price to fall
20 Analyst Rating
20 Buy
0 Hold
0 Sell
Strong Buy
Current: 92.510
Low
67.00
Averages
86.00
High
147.00
Current: 92.510
Low
67.00
Averages
86.00
High
147.00
About RVMD
Revolution Medicines, Inc. is a clinical-stage oncology company developing novel targeted therapies for RAS-addicted cancers. The Company’s research and development pipeline comprises RAS(ON) inhibitors that bind directly to RAS variants, which it refers to as RAS(ON) Inhibitors, and RAS companion inhibitors that target key nodes in the RAS pathway or associated pathways, which it refers to as RAS Companion Inhibitors. Its RAS(ON) Inhibitors are designed to be used as monotherapy, in combination with other RAS(ON) Inhibitors and/or in combination with RAS Companion Inhibitors or other therapeutic agents. The company’s RAS(ON) inhibitors are daraxonrasib (RMC-6236), an RAS(ON) multi-selective inhibitor; elironrasib (RMC-6291), an RAS(ON) G12C-selective inhibitor; and zoldonrasib (RMC-9805), a RAS(ON) G12D-selective inhibitor, are in clinical development. The Company’s pipeline also focuses on RAS(ON) mutant-selective inhibitors, including RMC-0708 (Q61H) and RMC-8839 (G13C).
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Form 144: Revolution Medicines (RVMD.US) Executive Plans to Sell $3.58 Million in Common Stock
Stock Sale Announcement: Revolution Medicines plans to sell 37,450 shares of its common stock on March 25, 2026.
Market Value: The total market value of the shares being sold is approximately $3.58 million.
See More
DAFNA Capital Management Reduces Stake in iShares Biotechnology ETF
- Stake Reduction Details: According to an SEC filing dated February 17, 2026, DAFNA Capital Management reduced its stake in the iShares Biotechnology ETF by 34,405 shares during Q4 2025, resulting in a $3.31 million decrease in position value, highlighting the impact of market fluctuations on the portfolio.
- Asset Allocation Shift: Following the sale, the iShares Biotechnology ETF now comprises 2.67% of DAFNA Capital's 13F reportable assets, indicating a relative decline in the ETF's significance within the overall investment strategy.
- Top Holdings Overview: As of February 17, 2026, DAFNA's top five holdings include NASDAQ:RVMD at $48.15 million (11.3% of AUM) and NYSEMKT:XBI at $41.03 million (9.7% of AUM), reflecting a continued focus on large-cap biotech firms in its investment approach.
- ETF Performance Analysis: As of February 17, 2026, the iShares Biotechnology ETF was priced at $174.02, up 27.2% over the past year, demonstrating stable performance in the biotech sector, though it remains sensitive to shifts in market risk appetite for growth-oriented healthcare stocks.
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REVOLUTION MEDICINES INC: UBS Increases Price Target from $71 to $145
- Price Increase Announcement: Revolution Medicines has raised the target price for its stock from $71 to $145.
- Market Impact: This significant increase reflects the company's positive outlook and potential growth in the market.
See More
Revolution Medicines Q4 2025 Earnings Call Highlights
- Pipeline Progress: Revolution Medicines has made substantial advancements in its RAS(ON) inhibitor pipeline, with four novel investigational drugs undergoing eight Phase III registrational trials and over 2,500 patients treated, indicating the company's potential and competitiveness in oncology.
- Financial Overview: As of Q4 2025, the company reported $2.03 billion in cash and investments, despite R&D expenses rising to $294.9 million year-over-year and a net loss of $364.9 million, reflecting high investments in clinical development and commercial preparations.
- Guidance Adjustment: The company shifted its financial outlook for 2026 from GAAP net loss to GAAP operating expenses, expecting these to range between $1.6 billion and $1.7 billion, highlighting its focus on expanding clinical programs and commercial readiness.
- Market Sentiment Caution: Analysts' scrutiny regarding trial design and interim data suggests a cautious market outlook on the company's future performance, although management expressed confidence in pipeline progress and commercial preparations during the earnings call.
See More
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- Stock Market Movement: Stock futures were rising on Wednesday, indicating positive investor sentiment.
- Response to Political Events: Investors appeared to overlook President Donald Trump’s State of the Union address, focusing instead on market trends.
See More
Revolution Medicines Set to Announce Q4 Earnings Results
- Earnings Announcement: Revolution Medicines is set to release its Q4 earnings on February 25th after market close, with a consensus EPS estimate of -$1.56, reflecting a significant 39.3% year-over-year decline, indicating ongoing challenges in profitability.
- Revenue Expectations: The consensus revenue estimate stands at $3.89 million, and despite the negative earnings outlook, the stability in revenue could provide some reassurance to investors amidst the volatility in the biotech sector.
- EPS Forecast Adjustments: Over the past three months, EPS estimates have seen two upward revisions with no downward adjustments, suggesting a slight increase in analyst confidence regarding the company's future performance, although the overall outlook remains negative.
- M&A Speculation: At a recent conference, Revolution Medicines declined to comment on the speculation surrounding its acquisition talks with Merck, which has walked away from negotiations, potentially impacting investor perceptions of the company's strategic direction.
See More
Form 144: Revolution Medicines (RVMD.US) Executive Plans to Sell $3.58 Million in Common Stock
Stock Sale Announcement: Revolution Medicines plans to sell 37,450 shares of its common stock on March 25, 2026.
Market Value: The total market value of the shares being sold is approximately $3.58 million.
See More
DAFNA Capital Management Reduces Stake in iShares Biotechnology ETF
- Stake Reduction Details: According to an SEC filing dated February 17, 2026, DAFNA Capital Management reduced its stake in the iShares Biotechnology ETF by 34,405 shares during Q4 2025, resulting in a $3.31 million decrease in position value, highlighting the impact of market fluctuations on the portfolio.
- Asset Allocation Shift: Following the sale, the iShares Biotechnology ETF now comprises 2.67% of DAFNA Capital's 13F reportable assets, indicating a relative decline in the ETF's significance within the overall investment strategy.
- Top Holdings Overview: As of February 17, 2026, DAFNA's top five holdings include NASDAQ:RVMD at $48.15 million (11.3% of AUM) and NYSEMKT:XBI at $41.03 million (9.7% of AUM), reflecting a continued focus on large-cap biotech firms in its investment approach.
- ETF Performance Analysis: As of February 17, 2026, the iShares Biotechnology ETF was priced at $174.02, up 27.2% over the past year, demonstrating stable performance in the biotech sector, though it remains sensitive to shifts in market risk appetite for growth-oriented healthcare stocks.
See More
REVOLUTION MEDICINES INC: UBS Increases Price Target from $71 to $145
- Price Increase Announcement: Revolution Medicines has raised the target price for its stock from $71 to $145.
- Market Impact: This significant increase reflects the company's positive outlook and potential growth in the market.
See More
Revolution Medicines Q4 2025 Earnings Call Highlights
- Pipeline Progress: Revolution Medicines has made substantial advancements in its RAS(ON) inhibitor pipeline, with four novel investigational drugs undergoing eight Phase III registrational trials and over 2,500 patients treated, indicating the company's potential and competitiveness in oncology.
- Financial Overview: As of Q4 2025, the company reported $2.03 billion in cash and investments, despite R&D expenses rising to $294.9 million year-over-year and a net loss of $364.9 million, reflecting high investments in clinical development and commercial preparations.
- Guidance Adjustment: The company shifted its financial outlook for 2026 from GAAP net loss to GAAP operating expenses, expecting these to range between $1.6 billion and $1.7 billion, highlighting its focus on expanding clinical programs and commercial readiness.
- Market Sentiment Caution: Analysts' scrutiny regarding trial design and interim data suggests a cautious market outlook on the company's future performance, although management expressed confidence in pipeline progress and commercial preparations during the earnings call.
See More
Stock Movers: Nvidia, Paramount, First Solar, Workday, Axon, HP Inc., Lucid, and Others
- Stock Market Movement: Stock futures were rising on Wednesday, indicating positive investor sentiment.
- Response to Political Events: Investors appeared to overlook President Donald Trump’s State of the Union address, focusing instead on market trends.
See More
Revolution Medicines Set to Announce Q4 Earnings Results
- Earnings Announcement: Revolution Medicines is set to release its Q4 earnings on February 25th after market close, with a consensus EPS estimate of -$1.56, reflecting a significant 39.3% year-over-year decline, indicating ongoing challenges in profitability.
- Revenue Expectations: The consensus revenue estimate stands at $3.89 million, and despite the negative earnings outlook, the stability in revenue could provide some reassurance to investors amidst the volatility in the biotech sector.
- EPS Forecast Adjustments: Over the past three months, EPS estimates have seen two upward revisions with no downward adjustments, suggesting a slight increase in analyst confidence regarding the company's future performance, although the overall outlook remains negative.
- M&A Speculation: At a recent conference, Revolution Medicines declined to comment on the speculation surrounding its acquisition talks with Merck, which has walked away from negotiations, potentially impacting investor perceptions of the company's strategic direction.
See More
