Market Cap
$44.0B
RVMD
Revolution Medicines, Inc.
$206.18 ▲ +0.14%
Prev close $205.89Market cap$44.0B
ConsensusStrong Buy
12-mo target$257.47 (+24.6%)
▲ Bullish
Analyst conviction 9/10
Insider Selling Cluster (8 insiders)High Impact Filing (8/10)36 New Institutional Positions14 Institutional Exits Biotech & Drug Discovery
Snapshot
The big-picture read on RVMD right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Strong Buy (93%)
Inst. Holders
50 funds
Inst. Value
$27.1B
Inst. Activity
36 buys / 14 sells
Insider Activity
$0.00 buy / $34.2M sell
Insider Net $
-$34.2M
Social Sentiment
71° Bullish
SEC Reports
15
Press Releases
11
Price chart 30d -1.5%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 30, 2026 short_volume
Short Volume: RVMD — 69.2% short (0.5M / 0.8M)
Short: 530,002 | Exempt: 2,395 | TRF Vol: 765,577 | Short Ratio: 69.2% | Off-exchange volume (dark p
Sep 29, 2026 Insider
Sandler Alan B. sold 301 shares
Chief Development Officer @ $204.72 ($61.6K)
Sep 29, 2026 Insider
Sandler Alan B. acquired via exercise 6,000 shares
Chief Development Officer @ $58.84 ($353.0K)
Sep 29, 2026 Insider
Sep 16, 2026 SEC Sandler Alan B. sold 1,000 shares
Chief Development Officer @ $202.81 ($202.8K)
Two insiders at Revolution Medicines sold shares in a cluster totaling ~$1.37M in open-market sales, with additional der
CLUSTER — Impact 2/10
Two Form 144 notices filed 2026-09-15 signal insider selling intent at Revolution Medicines. Margaret A. Horn (Officer)
144 — Impact 4/10
Stephen Michael Kelsey, an officer of Revolution Medicines, Inc., filed a Form 144 indicating intent to sell 5,415 share
144 — Impact 2/10
Revolution Medicines received FDA approval for RASONQUE (daraxonrasib) for metastatic pancreatic adenocarcinoma after at
Impact 8/10
Analyst ratings buy % -3.1%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
93% rate it Buy or better · 28 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 28, 2026 | Brookline Capital | INITIATE | Buy | 33% |
| Sep 21, 2026 | B of A Securities | MAINTAIN | Buy | 54% |
| Sep 10, 2026 | Morgan Stanley | INITIATE | Overweight | 55% |
| Sep 9, 2026 | Stifel | MAINTAIN | Buy | 54% |
| Aug 31, 2026 | Needham | MAINTAIN | Buy | 50% |
| Aug 28, 2026 | UBS | MAINTAIN | Buy | 55% |
| Aug 28, 2026 | Guggenheim | MAINTAIN | Buy | 52% |
| Aug 27, 2026 | Oppenheimer | MAINTAIN | Outperform | 52% |
| Aug 27, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Aug 27, 2026 | Wedbush | MAINTAIN | Outperform | 57% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 10 | 16 | 2 | 0 | 0 | 93% | |
| Aug 1, 2026 | 10 | 16 | 2 | 0 | 0 | 93% | |
| Jul 1, 2026 | 11 | 16 | 2 | 0 | 0 | 93% | |
| Jun 1, 2026 | 11 | 15 | 1 | 0 | 0 | 96% | |
| May 1, 2026 | 11 | 15 | 1 | 0 | 0 | 96% | |
| Apr 1, 2026 | 11 | 15 | 1 | 0 | 0 | 96% | |
| Mar 1, 2026 | 11 | 15 | 1 | 0 | 0 | 96% | |
| Feb 1, 2026 | 11 | 15 | 1 | 0 | 0 | 96% |
Price targets
Where 22 covering analysts think RVMD trades over the next 12 months.
$257.47 +24.6% upside Strong Buy
Current$206.62 Low$179.00 Median$257.50 High$320.00 22 analysts
$179.00$320.00
Analyst rating Strong Buy· 1.3/5 as of Oct 2, 2026
Social media sentiment mood -26.7%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
71°
Bullish
BearishNeutralBullish
Recent posts
RVMD treatment for pancreatic cancer
▲ 1 · 💬 1· ⚡ 0.5
Thoughts? Revolution Medicine (RVMD)
▲ 1 · 💬 3· ⚡ 0.5
The market thinks Revolution Medicines(RVMD)is a biotech. I think it’s becoming big pharma
▲ 1 · 💬 0· ⚡ 0.5
The market still thinks Revolution Medicines(RVMD)is a biotech. I think it is the next Big Pharma.
▲ 1 · 💬 0· ⚡ 0.5
Relief rally is on. My system kept me long through the scary week... how are your trades doing?
▲ 1 · 💬 0· ⚡ 0.5
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
15 SEC filing reports analyzed · 1 bullish, 0 bearish, 0 mixed, 14 neutral · avg impact 3.1/10.Plus 11 press releases.
NEUTRALCLUSTER2/10
Two insiders at Revolution Medicines sold shares in a cluster totaling ~$1.37M in open-market sales,
Sep 16, 2026
NEUTRAL1444/10
Two Form 144 notices filed 2026-09-15 signal insider selling intent at Revolution Medicines. Margare
Sep 16, 2026
NEUTRAL1442/10
Stephen Michael Kelsey, an officer of Revolution Medicines, Inc., filed a Form 144 indicating intent
Sep 16, 2026
NEUTRALCLUSTER3/10
Two insiders at Revolution Medicines executed a cluster of open-market sales totaling ~$6.5M over th
Sep 14, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 30, 2026
short_volume
Short Volume: RVMD — 69.2% short (0.5M / 0.8M)
Short: 530,002 | Exempt: 2,395 | TRF Vol: 765,577 | Short Ratio: 69.2% | Off-exchange volume (dark pool + OTC)
Sep 29, 2026
short_volume
Short Volume: RVMD — 62.2% short (0.4M / 0.6M)
Short: 387,196 | Exempt: 2,963 | TRF Vol: 622,530 | Short Ratio: 62.2% | Off-exchange volume (dark pool + OTC)
Sep 28, 2026
short_volume
Short Volume: RVMD — 58.4% short (0.4M / 0.6M)
Short: 376,546 | Exempt: 202 | TRF Vol: 644,583 | Short Ratio: 58.4% | Off-exchange volume (dark pool + OTC)
Sep 25, 2026
short_volume
Short Volume: RVMD — 61.6% short (0.8M / 1.2M)
Short: 760,067 | Exempt: 8,335 | TRF Vol: 1,234,335 | Short Ratio: 61.6% | Off-exchange volume (dark pool + OTC)
Sep 24, 2026
short_volume
Short Volume: RVMD — 73.0% short (1.6M / 2.1M)
Short: 1,568,658 | Exempt: 3,898 | TRF Vol: 2,148,490 | Short Ratio: 73.0% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $-2.40 | $-3.26–$-2.07 | -49.0% | +1.6% | 0↑ 16↓ | $0.0B | 18 |
| Next Q | $-2.03 | $-3.68–$-0.41 | -9.2% | +3.0% | 5↑ 11↓ | $0.1B | 18 |
| Current FY | $-9.67 | $-12.35–$-8.00 | -62.5% | +0.9% | 1↑ 18↓ | $0.2B | 21 |
| Next FY | $-5.98 | $-9.35–$-1.92 | 38.2% | -2.7% | 5↑ 12↓ | $1.2B | 21 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $-2.398 | — |
| 7d ago | $-2.400 | +0.002 |
| 30d ago | $-2.436 | +0.038 |
| 60d ago | $-1.990 | -0.408 |
| 90d ago | $-1.970 | -0.428 |
Institutional ownership
Which big funds own RVMD (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $27.1B total value (144,866,930 shares) as of 2026-Q2. Top holders: BlackRock,, FARALLON, FMR. Net buying activity: 36 institutions added/increased vs 14 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 13,695,790 | $2.6B | 9.4% | — |
| FARALLON CAPITAL MANAGEMENT, L.L.C. | 13,550,796 | $2.5B | 9.3% | — |
| FMR LLC | 12,200,422 | $2.3B | 8.4% | ADD +44.1% |
| BAKER BROS. ADVISORS LP | 11,443,357 | $2.1B | 7.9% | — |
| Jupiter Topco LLC | 10,736,145 | $2.0B | 7.4% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 9,088,661 | $1.7B | 6.3% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 8,294,855 | $1.6B | 5.7% | — |
| UBS Group AG | 5,448,364 | $1.0B | 3.8% | — |
| STATE STREET CORP | 4,897,051 | $917.1M | 3.4% | — |
| Capital World Investors | 4,008,244 | $750.7M | 2.8% | NEW |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| FMR LLC | ADD | 8,464,314 | 12,200,422 | +44.1% | $2.3B |
| Capital World Investors | NEW | — | 4,008,244 | — | $750.7M |
| WELLINGTON MANAGEMENT GROUP LLP | TRIM | 6,027,819 | 3,843,415 | -36.2% | $719.8M |
| JPMORGAN CHASE & CO | DOUBLED | 301,393 | 3,298,066 | +994.3% | $636.9M |
| NORGES BANK | NEW | — | 2,157,479 | — | $404.1M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | NEW | — | 2,012,317 | — | $376.8M |
| Holocene Advisors, LP | TRIM | 2,468,644 | 1,359,269 | -44.9% | $254.6M |
| NATIONAL BANK OF CANADA /FI/ | TRIM | 1,749,000 | 1,096,025 | -37.3% | $205.3M |
| AMERIPRISE FINANCIAL INC | TRIM | 1,579,793 | 1,039,702 | -34.2% | $194.7M |
| Pictet Asset Management Holding SA | ADD | 557,560 | 1,014,894 | +82.0% | $190.8M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
9 insiders, 50 transactions. Net -$34.2M — $0.00 bought, $34.2M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 29, 2026 | Sandler Alan B. | Chief Development Officer | SELL | 301 | $204.72 | $61.6K |
| Sep 29, 2026 | Sandler Alan B. | Chief Development Officer | EXERCISE | 6,000 | $58.84 | $353.0K |
| Sep 29, 2026 | Sandler Alan B. | Chief Development Officer | SELL | 1,000 | $202.81 | $202.8K |
| Sep 29, 2026 | Sandler Alan B. | Chief Development Officer | SELL | 1,609 | $201.72 | $324.6K |
| Sep 29, 2026 | Sandler Alan B. | Chief Development Officer | SELL | 1,199 | $203.91 | $244.5K |
| Sep 29, 2026 | Sandler Alan B. | Chief Development Officer | SELL | 2,200 | $200.82 | $441.8K |
| Sep 25, 2026 | Cislini Jeff | SVP & General Counsel | SELL | 765 | $207.32 | $158.6K |
| Sep 25, 2026 | Mancini Anthony | See Remarks | SELL | 3,121 | $200.54 | $625.9K |
| Sep 25, 2026 | Mancini Anthony | See Remarks | EXERCISE | 3,121 | $33.62 | $104.9K |
| Sep 24, 2026 | Mancini Anthony | See Remarks | SELL | 587 | $200.00 | $117.4K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for RVMD.
Shares short
9,669,157
Settlement Sep 15, 2026
Change vs prior
-0.6%
Semi-monthly cycle
Days to cover
7.2
At avg daily volume
Of shares outstanding
≈4.5%
Estimate — not % of float
All RVMD filing & press-release reports (26)
- CLUSTER reportSep 16, 2026
- 144 reportSep 16, 2026
- 144 reportSep 16, 2026
- CLUSTER reportSep 14, 2026
- 8-K reportAug 26, 2026
- PRESS-RELEASE reportAug 26, 2026
- CLUSTER reportAug 26, 2026
- 8-K reportJul 3, 2026
- PRESS-RELEASE reportJul 2, 2026
- CLUSTER reportJul 2, 2026
- 144 reportJun 15, 2026
- 144 reportJun 15, 2026
- 144 reportJun 15, 2026
- 144 reportJun 15, 2026
- 144 reportJun 11, 2026
- PRESS-RELEASE reportMay 31, 2026
- PRESS-RELEASE reportMay 6, 2026
- PRESS-RELEASE reportApr 21, 2026
- PRESS-RELEASE reportApr 21, 2026
- PRESS-RELEASE reportApr 21, 2026
- PRESS-RELEASE reportApr 19, 2026
- PRESS-RELEASE reportApr 17, 2026
- PRESS-RELEASE reportApr 15, 2026
- PRESS-RELEASE reportApr 13, 2026
- CLUSTER reportMar 27, 2026
- 8-K reportFeb 25, 2026