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Revolution Medicines, Inc. Stock Price

NasdaqGS:RVMD Community·US$32.7b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 26 Fair Values set on narratives written by author

RVMD Share Price Performance

US$153.87
114.10 (286.90%)
US$133.70
Fair Value
US$153.87
114.10 (286.90%)
15.1% overvalued intrinsic discount
US$133.70
Fair Value
Price US$153.87
AnalystConsensusTarget US$133.70
AnalystHighTarget US$170.00
AnalystLowTarget US$92.22

RVMD Community Narratives

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Fair Value US$133.7 15.1% overvalued intrinsic discount

Late Stage RAS Oncology Pipeline Will Reshape Long Term Cancer Treatment Options

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3users have followed this narrative
·
Fair Value US$170 9.5% undervalued intrinsic discount

RAS Oncology Catalysts Will Drive A Transformational Long Term Opportunity

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1users have followed this narrative
·
Fair Value US$92.22 66.8% overvalued intrinsic discount

Late Stage RAS Oncology Pipeline Will Face Heavy Costs Yet Eventually Support Stable Long Term Outlook

0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
US$133.7
15.1% overvalued intrinsic discount
Profit Margin
14.76%
Future PE
263.85x
Price in 2029
US$0
US$170
9.5% undervalued intrinsic discount
Profit Margin
20.03%
Future PE
117.44x
Price in 2029
US$0

Trending Discussion

Updated Narratives

RVMD logo

Late Stage RAS Oncology Pipeline Will Reshape Long Term Cancer Treatment Options

Fair Value: US$133.7 15.1% overvalued intrinsic discount
3 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
RVMD logo

Late Stage RAS Oncology Pipeline Will Face Heavy Costs Yet Eventually Support Stable Long Term Outlook

Fair Value: US$92.22 66.8% overvalued intrinsic discount
1 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
RVMD logo

RAS Oncology Catalysts Will Drive A Transformational Long Term Opportunity

Fair Value: US$170 9.5% undervalued intrinsic discount
1 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Excellent balance sheet and fair value.

3 Risks
3 Rewards

Revolution Medicines, Inc. Key Details

US$0

Revenue

US$1.1b

Cost of Revenue

-US$1.1b

Gross Profit

US$246.1m

Other Expenses

-US$1.4b

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
-6.45
0%
0%
18.7%
View Full Analysis

About RVMD

Founded
2014
Employees
883
CEO
Mark Goldsmith
WebsiteView website
www.revmed.com

Revolution Medicines, Inc., a clinical-stage precision oncology company, develops novel targeted therapies for RAS-addicted cancers. The company’s research and development pipeline consist of RAS(ON) inhibitors that binds RAS variants to be used as monotherapy in combination with other RAS(ON) inhibitors and/or in combination with RAS companion inhibitors or other therapeutic agents, and RAS companion inhibitors to suppress cooperating targets and pathways that sustain RAS-addicted cancers. Its RAS(ON) inhibitors include daraxonrasib (RMC-6236), elironrasib G12C (RMC-6291) which is in early clinical development for the treatment of solid tumors, and zoldonrasib G12D (RMC-9805), which are in phase 3 registrational trial evaluating the combination of daraxonrasib with zoldonrasib in patients with 1L PDAC; and development candidates comprise RMC-5127 (G12V) which is in clinical trial, RMC-0708 (Q61H), that is in clinical trial; and RMC-8839 (G13C). Revolution Medicines, Inc. was incorporated in 2014 and is headquartered in Redwood City, California.

Recent RVMD News & Updates

Seeking Alpha 17h

Revolution Medicines: Strong Data, Big Market (Rating Upgrade)

Summary Revolution Medicines is upgraded to buy as Daraxonrasib delivers practice-changing Phase 3 data in pancreatic ductal adenocarcinoma (PDAC). RVMD’s $4B pro forma liquidity supports over two years of aggressive clinical expansion, with cash burn focused on value-driving trials and regulatory submissions. Daraxonrasib’s Phase 3 results show a 60% reduction in risk of death and doubled median overall survival in metastatic PDAC, supporting a multi-billion-dollar opportunity. RVMD trades at extreme valuation multiples, reflecting high expectations for commercial success and platform expansion into broader RAS-driven cancers. Read the full article on Seeking Alpha

Recent updates

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