The EPS miss and lack of guidance raise concerns about cash runway and clinical progress. Watch the May 12 webcast for Q1 2026 results and any pipeline updates, particularly on ARV-102 and ARV-806. The stock has been highly volatile with negative T+20 returns on prior reports.
Price Chart
Executive Summary
Arvinas reported Q4 2025 EPS of -$1.10, a 14.7% miss vs consensus of -$0.96, with revenue of $17.2M (in line). The miss is significant given the company's pre-commercial stage and high cash burn, though the press release focuses on an upcoming Q1 2026 webcast rather than providing detailed financials or guidance.
Key Financial Metrics
Key Facts
- EPS of -$1.10 missed consensus of -$0.96 by 14.7%
- Revenue of $17.2M was in line with consensus
- No guidance or financial details provided in the press release
- Management to review Q1 2026 results on May 12, 2026 webcast
- Historical performance shows 13% win rate at T+20 on prior reports
Financial Impact
EPS miss of $0.14 per share vs consensus; no revenue surprise
Risk Factors
- Cash burn rate may accelerate without near-term revenue catalysts
- Clinical trial failures or delays could further pressure the stock
- High short interest and low win rate on prior calls suggest persistent negative momentum
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3287471 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 4, 2026 28d ago | 144 | $9.08 $8.26 | ▼ −9.03% | ▼ −7.91% | $7.41 (−18.39%) |
Jun 22, 2026 14w ago | 8-K | $8.14 $8.29 | ▲ +1.84% | ▲ +0.83% | $7.41 (−8.97%) |
Jun 2, 2026 17w ago | 8-K | $7.70 $6.98 | ▲ +9.35% | ▲ +5.53% | $7.41 (+3.77%) |
May 12, 2026 20w ago | 8-K | $9.57 $8.78 | ▼ −8.26% | ▼ −8.33% | $7.41 (−22.57%) |
May 12, 2026 20w ago | 8-K | $9.57 $8.78 | ▼ −8.26% | ▼ −8.33% | $7.41 (−22.57%) |
May 12, 2026 20w ago | Press Release | $9.57 $8.78 | ▲ +8.26% | ▲ +8.33% | $7.41 (+22.57%) |
May 8, 2026 20w ago | 144 | $9.66 $8.78 | ▼ −9.11% | ▼ −9.02% | $7.41 (−23.29%) |
May 8, 2026 20w ago | 144 | $9.66 $8.78 | ▼ −9.11% | ▼ −9.02% | $7.41 (−23.29%) |
May 5, 2026 21w ago | Press Release | $10.61 $9.57 | ▲ +9.80% | ▲ +11.79% | $7.41 (+30.16%) |
May 1, 2026 22w ago | 8-K | $10.51 $10.19 | ▼ −3.04% | ▼ −5.39% | $7.41 (−29.50%) |
US Market Status
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