Revolution MedicinesRVMD
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)
71% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 34
27% more repeat investments, than reductions
Existing positions increased: 112 | Existing positions reduced: 88
18% more call options, than puts
Call options by funds: $29.4M | Put options by funds: $24.8M
7% more funds holding
Funds holding: 281 [Q1] → 300 (+19) [Q2]
3% more capital invested
Capital invested by funds: $6.78B [Q1] → $7.01B (+$231M) [Q2]
0.52% less ownership
Funds ownership: 102.77% [Q1] → 102.25% (-0.52%) [Q2]
14% less funds holding in top 10
Funds holding in top 10: 21 [Q1] → 18 (-3) [Q2]
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
6 analyst ratings
Piper Sandler Kelsey Goodwin | 110%upside $75 | Overweight Initiated | 19 Aug 2025 |
LifeSci Capital | 124%upside $80 | Outperform Initiated | 18 Aug 2025 |
Wells Fargo | 88%upside $67 | Overweight Initiated | 15 Aug 2025 |
Needham Ami Fadia | 57%upside $56 | Buy Maintained | 7 Aug 2025 |
Goldman Sachs Andrea Newkirk | 82%upside $65 | Buy Initiated | 15 Jul 2025 |
Financial journalist opinion
Based on 4 articles about RVMD published over the past 30 days









