Revolution Medicines (RVMD)

• Market cap: $8.19B
• 1 day: -1.99%
• 5 days: 2.12%
• 1 month: 20.19%
• 3 months: 11.93%
• 6 months: 11.96%
• Year to date: -0.43%
• 1 year: 0.09%
• 5 years: 41.51%
• 10 years: 51.59%
• Sector: Healthcare
• Industry: Biotechnology

About: Revolution Medicines Inc is a clinical-stage precision oncology company focused on developing novel targeted therapies to inhibit elusive, frontier targets within notorious growth and survival pathways, with particular emphasis on the RAS and mTOR signaling pathways. The company's products includes RMC-4630, a SHP2 inhibitor, RAS(ON) portfolio and SOS1 and 4EBP1/mTORC1 programs.

Employees: 700

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

76% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 33

27% more call options, than puts

Call options by funds: $36.8M | Put options by funds: $29M

24% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 90

9% more funds holding

Funds holding: 280 [Q1] → 304 (+24) [Q2]

4% more capital invested

Capital invested by funds: $6.78B [Q1] → $7.02B (+$240M) [Q2]

0.37% less ownership

Funds ownership: 102.77% [Q1] → 102.39% (-0.37%) [Q2]

14% less funds holding in top 10

Funds holding in top 10: 21 [Q1] → 18 (-3) [Q2]

Research analyst outlook

10 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $66
• Avg. target: $76
• High target: $99

10 analyst ratings

• positive: 10 100%
• neutral: 0 0%
• negative: 0 0%

Goldman Sachs Andrea Newkirk	$73	Buy Maintained	12 Sep 2025
Raymond James Sean McCutcheon	$72	Strong Buy Assumed	12 Sep 2025
Wedbush Robert Driscoll	$77	Outperform Maintained	11 Sep 2025
Wells Fargo Eva Fortea Verdejo	$70	Overweight Maintained	11 Sep 2025
Needham Ami Fadia	$66	Buy Maintained	11 Sep 2025