Margaret Horn Sells 75,000 Shares of Revolution Medicines (NASDAQ:RVMD) Stock

Revolution Medicines, Inc. (NASDAQ:RVMD) COO Margaret Horn sold 75,000 shares of the business’s stock in a transaction that occurred on Wednesday, January 7th. The stock was sold at an average price of $100.56, for a total value of $7,542,000.00. Following the transaction, the chief operating officer owned 141,053 shares in the company, valued at $14,184,289.68. The trade was a 34.71% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this link.

Revolution Medicines Price Performance

Shares of Revolution Medicines stock traded up $11.25 during trading on Friday, reaching $118.64. The company’s stock had a trading volume of 20,660,272 shares, compared to its average volume of 9,321,702. Revolution Medicines, Inc. has a 12-month low of $29.17 and a 12-month high of $121.62. The company has a quick ratio of 8.05, a current ratio of 8.05 and a debt-to-equity ratio of 0.16. The business has a 50 day moving average price of $75.17 and a 200-day moving average price of $53.43. The company has a market capitalization of $22.94 billion, a P/E ratio of -22.95 and a beta of 0.99.

Revolution Medicines (NASDAQ:RVMD) last posted its quarterly earnings results on Wednesday, November 5th. The company reported ($1.61) earnings per share for the quarter, missing analysts’ consensus estimates of ($1.39) by ($0.22). During the same period last year, the business earned ($0.94) EPS. As a group, sell-side analysts anticipate that Revolution Medicines, Inc. will post -3.49 EPS for the current year.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently commented on RVMD shares. Needham & Company LLC boosted their price target on Revolution Medicines from $66.00 to $72.00 and gave the stock a “buy” rating in a research note on Thursday, November 6th. UBS Group upgraded Revolution Medicines to a “strong-buy” rating in a research report on Thursday, December 4th. Wolfe Research began coverage on Revolution Medicines in a research report on Tuesday, November 18th. They issued an “outperform” rating and a $75.00 price target for the company. Wedbush reaffirmed an “outperform” rating on shares of Revolution Medicines in a research note on Friday. Finally, HC Wainwright increased their price objective on shares of Revolution Medicines from $72.00 to $73.00 and gave the company a “buy” rating in a research note on Thursday, November 6th. Four equities research analysts have rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Buy” and an average target price of $78.94.

Revolution Medicines News Roundup

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

• Positive Sentiment: Reports that Merck is in talks to acquire Revolution Medicines for roughly $30–32 billion, a direct M&A bid narrative that can justify a sizable takeover premium and is the primary driver of today’s rally. Merck in talks (WSJ)
• Positive Sentiment: Takeover buzz broadened as media reported additional suitors and renewed buyout interest (markets often bid target stocks higher on competing-acquirer speculation). Takeover buzz, another suitor emerges (Barron’s)
• Positive Sentiment: FDA granted Breakthrough Therapy Designation to zoldonrasib for KRAS G12D-mutant NSCLC — a substantive clinical/regulatory win that strengthens RVMD’s strategic value to acquirers and supports a higher acquisition valuation. Breakthrough Therapy Designation (GlobeNewswire)
• Positive Sentiment: Unusual options activity — a large spike in call buying — indicates aggressive bullish/speculative positioning by traders ahead of or on takeover rumors, amplifying short-term upside momentum. (market reports)
• Neutral Sentiment: The stock experienced a temporary LULD (limit up/limit down) pause during trading, a procedural volatility-control measure that often accompanies sudden price moves but does not change fundamentals.
• Negative Sentiment: Earlier takeover reports referenced AbbVie interest but AbbVie publicly denied talks, which previously triggered volatility and a pullback — a reminder that rumor-driven moves can reverse if potential bidders decline to engage. AbbVie denies talks (Barron’s)
• Negative Sentiment: Revolution remains a loss-making biotech (recent quarterly EPS missed estimates), so absent a takeover premium the stock’s valuation relies on successful late-stage clinical outcomes and eventual commercialization. (company filings/earnings)

Institutional Investors Weigh In On Revolution Medicines

A number of hedge funds and other institutional investors have recently modified their holdings of the company. GAMMA Investing LLC lifted its stake in shares of Revolution Medicines by 45.1% during the third quarter. GAMMA Investing LLC now owns 837 shares of the company’s stock valued at $39,000 after buying an additional 260 shares during the period. CWM LLC raised its holdings in Revolution Medicines by 171.3% in the 2nd quarter. CWM LLC now owns 917 shares of the company’s stock valued at $34,000 after acquiring an additional 579 shares during the last quarter. a16z Perennial Management L.P. purchased a new position in shares of Revolution Medicines during the 2nd quarter worth $67,000. AlphaQuest LLC acquired a new stake in shares of Revolution Medicines during the second quarter worth $73,000. Finally, Danske Bank A S acquired a new stake in shares of Revolution Medicines during the third quarter worth $98,000. 94.34% of the stock is currently owned by hedge funds and other institutional investors.

Revolution Medicines Company Profile

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.