Revolution Medicines (RVMD)

• Market cap: $7.56B
• 1 day: -1.26%
• 5 days: -2.40%
• 1 month: 1.60%
• 3 months: 4.00%
• 6 months: -9.82%
• Year to date: -7.75%
• 1 year: 2.14%
• 5 years: 4.45%
• 10 years: 40.45%
• 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: 616

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

20% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 41

10% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 87

1% more funds holding

Funds holding: 278 [Q4 2024] → 281 (+3) [Q1 2025]

3.1% less ownership

Funds ownership: 105.87% [Q4 2024] → 102.77% (-3.1%) [Q1 2025]

9% less funds holding in top 10

Funds holding in top 10: 23 [Q4 2024] → 21 (-2) [Q1 2025]

20% less capital invested

Capital invested by funds: $8.45B [Q4 2024] → $6.78B (-$1.67B) [Q1 2025]

71% less call options, than puts

Call options by funds: $7.19M | Put options by funds: $25.1M

Research analyst outlook

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

• Low target: $57 40% upside
• Avg. target: $69 70% upside
• High target: $80 97% upside

6 analyst ratings

• positive: 6 100%
• neutral: 0 0%
• negative: 0 0%

HC Wainwright & Co. Robert Burns	77% upside $72	Buy Maintained	14 May 2025
Oppenheimer Jay Olson	85% upside $75	Outperform Maintained	8 May 2025
Guggenheim Michael Schmidt	97% upside $80	Buy Maintained	8 May 2025
Needham Ami Fadia	40% upside $57	Buy Reiterated	8 May 2025
Wedbush Robert Driscoll	65% upside $67	Outperform Reiterated	28 Apr 2025