Revolution Medicines (NASDAQ:RVMD) Given New $144.00 Price Target at Wells Fargo & Company

Revolution Medicines (NASDAQ:RVMD) had its target price raised by stock analysts at Wells Fargo & Company from $100.00 to $144.00 in a research note issued on Thursday,Benzinga reports. The firm currently has an “overweight” rating on the stock. Wells Fargo & Company‘s price target would indicate a potential upside of 43.25% from the stock’s previous close.

Several other analysts have also weighed in on the company. Evercore upgraded Revolution Medicines to a “strong-buy” rating in a research report on Wednesday. Needham & Company LLC upped their price objective on shares of Revolution Medicines from $66.00 to $72.00 and gave the stock a “buy” rating in a research note on Thursday, November 6th. Wedbush reiterated an “outperform” rating on shares of Revolution Medicines in a research report on Friday, January 9th. Piper Sandler raised their price target on Revolution Medicines from $75.00 to $120.00 and gave the company an “overweight” rating in a report on Thursday. Finally, Royal Bank Of Canada began coverage on shares of Revolution Medicines in a research note on Monday, November 3rd. They issued an “outperform” rating and a $77.00 price objective on the stock. Five analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the company presently has an average rating of “Buy” and an average price target of $85.94.

Revolution Medicines Stock Down 2.6%

Shares of NASDAQ:RVMD traded down $2.72 during midday trading on Thursday, hitting $100.52. 896,871 shares of the stock were exchanged, compared to its average volume of 3,890,158. The company has a market capitalization of $19.43 billion, a PE ratio of -19.58 and a beta of 1.01. Revolution Medicines has a 52-week low of $29.17 and a 52-week high of $124.49. The company has a debt-to-equity ratio of 0.16, a quick ratio of 8.05 and a current ratio of 8.05. The business’s fifty day simple moving average is $98.19 and its two-hundred day simple moving average is $69.66.

Revolution Medicines (NASDAQ:RVMD) last announced its quarterly earnings results on Wednesday, February 25th. The company reported ($1.86) EPS for the quarter, missing the consensus estimate of ($1.56) by ($0.30). During the same quarter in the prior year, the business posted ($1.12) earnings per share. As a group, research analysts predict that Revolution Medicines will post -3.49 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other news, CFO Jack Anders sold 10,000 shares of the firm’s stock in a transaction dated Wednesday, January 7th. The stock was sold at an average price of $98.00, for a total transaction of $980,000.00. Following the sale, the chief financial officer owned 108,065 shares of the company’s stock, valued at $10,590,370. This trade represents a 8.47% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, insider Stephen Michael Kelsey sold 5,447 shares of the business’s stock in a transaction that occurred on Tuesday, December 16th. The shares were sold at an average price of $76.82, for a total value of $418,438.54. Following the completion of the transaction, the insider owned 278,600 shares of the company’s stock, valued at $21,402,052. This represents a 1.92% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 113,792 shares of company stock valued at $10,734,640 over the last ninety days. 8.20% of the stock is owned by insiders.

Institutional Investors Weigh In On Revolution Medicines

Hedge funds and other institutional investors have recently made changes to their positions in the stock. Vanguard Group Inc. boosted its position in Revolution Medicines by 6.7% during the fourth quarter. Vanguard Group Inc. now owns 16,719,886 shares of the company’s stock valued at $1,331,739,000 after purchasing an additional 1,056,792 shares during the last quarter. Farallon Capital Management LLC raised its stake in shares of Revolution Medicines by 2.1% during the 3rd quarter. Farallon Capital Management LLC now owns 14,625,692 shares of the company’s stock worth $683,020,000 after purchasing an additional 300,000 shares in the last quarter. Janus Henderson Group PLC boosted its holdings in shares of Revolution Medicines by 8.3% in the 4th quarter. Janus Henderson Group PLC now owns 12,303,502 shares of the company’s stock valued at $980,036,000 after buying an additional 947,448 shares during the last quarter. Baker BROS. Advisors LP grew its stake in shares of Revolution Medicines by 1.0% in the third quarter. Baker BROS. Advisors LP now owns 9,455,357 shares of the company’s stock valued at $441,565,000 after buying an additional 90,385 shares in the last quarter. Finally, Nextech Invest Ltd. increased its holdings in Revolution Medicines by 20.7% during the fourth quarter. Nextech Invest Ltd. now owns 7,601,087 shares of the company’s stock worth $332,472,000 after buying an additional 1,304,347 shares during the last quarter. 94.34% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting Revolution Medicines

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

• Positive Sentiment: Evercore upgraded RVMD to a “strong-buy”, which can support near-term demand as investors re-rate the stock on growth potential and late‑stage assets. Zacks Evercore Upgrade
• Positive Sentiment: Media coverage highlights possible breakthrough signals in Revolution’s cancer programs, fueling optimism about future clinical readouts and commercial potential for RAS-addicted indications. Has Revolution Medicines Found a Breakthrough?
• Neutral Sentiment: Management will present at the TD Cowen 46th Annual Health Care Conference (CEO fireside chat on March 3), offering an opportunity for clarification on pipeline timing and strategy—watch for new timeline or data details. TD Cowen Participation
• Neutral Sentiment: Investor pieces discussing whether RVMD’s share price is “lagging” or mispriced could drive increased interest/flows but don’t change fundamentals by themselves. Is RVMD Share Price Lagging?
• Negative Sentiment: Zacks and the company’s release show Q4 EPS of ($1.86), a $0.30 miss vs. consensus, and management now expects 2026 operating expenses of $1.6B–$1.7B as it advances late‑stage RAS programs—this higher burn rate plus the earnings miss are the primary near-term drivers of selling pressure. RVMD Reports Wider-Than-Expected Q4 Loss
• Negative Sentiment: Company press release and MarketBeat note the EPS miss and year-over-year widening of losses; the increased cash burn raises financing and dilution risk until key trial readouts or partnerships materialize. Q4 and Full-Year 2025 Results

About Revolution Medicines

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.