HC Wainwright Has Pessimistic Outlook of Arvinas Q3 Earnings

Arvinas, Inc. (NASDAQ:ARVN) – Analysts at HC Wainwright lowered their Q3 2026 earnings per share (EPS) estimates for shares of Arvinas in a note issued to investors on Wednesday, August 5th. HC Wainwright analyst A. Fein now anticipates that the company will earn ($1.20) per share for the quarter, down from their previous estimate of ($1.02). The consensus estimate for Arvinas’ current full-year earnings is ($2.39) per share. HC Wainwright also issued estimates for Arvinas’ Q4 2026 earnings at ($1.19) EPS, FY2026 earnings at ($0.67) EPS, FY2027 earnings at ($2.36) EPS, FY2028 earnings at ($3.55) EPS, FY2029 earnings at ($1.16) EPS and FY2030 earnings at $0.07 EPS.

Several other brokerages have also recently issued reports on ARVN. Wells Fargo & Company reaffirmed an “equal weight” rating and set a $11.00 price objective (down from $15.00) on shares of Arvinas in a research note on Tuesday. Wedbush raised their target price on shares of Arvinas from $11.00 to $12.00 and gave the stock a “neutral” rating in a research note on Wednesday. Barclays boosted their target price on Arvinas from $18.00 to $20.00 and gave the stock an “overweight” rating in a report on Wednesday, May 13th. Weiss Ratings lowered Arvinas from a “sell (d-)” rating to a “sell (e+)” rating in a research report on Thursday, July 30th. Finally, BTIG Research reaffirmed a “buy” rating and issued a $18.00 price target on shares of Arvinas in a report on Tuesday. One equities research analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating, three have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock presently has an average rating of “Hold” and a consensus target price of $14.90.

Arvinas Trading Up 3.3%

NASDAQ:ARVN opened at $8.68 on Friday. The company’s 50-day moving average price is $8.06 and its 200-day moving average price is $10.25. The company has a market cap of $560.03 million, a P/E ratio of 86.81 and a beta of 1.71. Arvinas has a twelve month low of $6.05 and a twelve month high of $14.51.

Arvinas (NASDAQ:ARVN) last released its earnings results on Tuesday, August 4th. The company reported $2.58 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of ($0.37) by $2.95. The business had revenue of $249.70 million during the quarter, compared to analyst estimates of $60.71 million. Arvinas had a net margin of 2.94% and a return on equity of 1.91%. The company’s revenue for the quarter was up 1014.7% compared to the same quarter last year. During the same quarter in the prior year, the firm earned ($0.84) earnings per share.

Insider Transactions at Arvinas

In other news, insider Noah Berkowitz sold 11,108 shares of the firm’s stock in a transaction that occurred on Monday, May 11th. The shares were sold at an average price of $9.94, for a total transaction of $110,413.52. Following the completion of the sale, the insider owned 191,395 shares in the company, valued at $1,902,466.30. This trade represents a 5.49% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. 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 Arvinas stock in a transaction that occurred on Monday, May 11th. The shares were sold at an average price of $9.94, for a total transaction of $95,990.58. Following the sale, the chief executive officer directly owned 287,218 shares in the company, valued at approximately $2,854,946.92. The trade was a 3.25% decrease in their position. 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 41,728 shares of company stock worth $402,649 in the last 90 days. Insiders own 7.30% of the company’s stock.

Hedge Funds Weigh In On Arvinas

Several large investors have recently modified their holdings of ARVN. Tower Research Capital LLC TRC increased its position in shares of Arvinas by 491.4% during the 2nd quarter. Tower Research Capital LLC TRC now owns 5,819 shares of the company’s stock worth $43,000 after purchasing an additional 4,835 shares during the last quarter. Canada Pension Plan Investment Board boosted its stake in Arvinas by 109.4% during the second quarter. Canada Pension Plan Investment Board now owns 6,700 shares of the company’s stock worth $49,000 after buying an additional 3,500 shares during the period. Jain Global LLC purchased a new position in Arvinas during the third quarter worth about $95,000. Oxford Asset Management LLP increased its position in shares of Arvinas by 15.5% during the second quarter. Oxford Asset Management LLP now owns 16,705 shares of the company’s stock valued at $123,000 after acquiring an additional 2,242 shares during the last quarter. Finally, Virtu Financial LLC acquired a new stake in shares of Arvinas during the third quarter valued at about $124,000. Institutional investors and hedge funds own 95.19% of the company’s stock.

Key Stories Impacting Arvinas

Here are the key news stories impacting Arvinas this week:

• Positive Sentiment: Arvinas received a Zacks Rank #1 (Strong Buy), reflecting improved expectations for its earnings outlook and potentially supporting near-term buying interest. Arvinas Upgraded to Strong Buy
• Positive Sentiment: HC Wainwright materially raised its FY2026 EPS forecast to a loss of $0.67 from a loss of $3.98, while also improving estimates for FY2027 through FY2030. Its FY2030 forecast moved into profitability at $0.07 per share, suggesting better long-term operating prospects. Arvinas Analyst Estimates
• Positive Sentiment: BTIG Research assigned Arvinas a “Buy” rating, adding to the bullish analyst support. Arvinas Earns Buy Rating from BTIG
• Positive Sentiment: Arvinas’ latest quarterly results substantially exceeded expectations, with $249.7 million in revenue versus a $60.7 million consensus estimate and EPS of $2.58 versus an expected loss. Revenue increased more than tenfold year over year, providing a strong fundamental backdrop. Arvinas Trading Higher on Strong Earnings
• Neutral Sentiment: HC Wainwright lowered its Q3 and Q4 2026 EPS forecasts to losses of $1.20 and $1.19, respectively, but raised most full-year estimates. The mixed revisions indicate near-term profitability remains pressured even as the longer-term outlook improves.
• Negative Sentiment: Wells Fargo downgraded Arvinas to “Equal Weight,” signaling reduced conviction in additional upside and contributing to selling pressure. Arvinas Rating Lowered to Equal Weight
• Negative Sentiment: Shares fell sharply following an analyst downgrade, highlighting the stock’s sensitivity to changes in Wall Street sentiment. Arvinas Shares Down on Analyst Downgrade

Arvinas Company Profile

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.