DashboardPortfoliosWatchlistCommunityDiscoverScreener
  • Community
  • /
  • United States
  • /
  • Pharmaceuticals & Biotech
Author Program NEWCreate Narrative
RVMD logo

Revolution Medicines, Inc. Stock Price

NasdaqGS:RVMD Community·US$43.7b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 45 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

RVMD Share Price Performance

US$203.77
157.57 (341.06%)
​
US$221.90
Fair Value
US$203.77
157.57 (341.06%)
8.2% undervalued intrinsic discount
US$221.90
Fair Value
Price US$203.77
AnalystConsensusTarget US$221.90
AnalystLowTarget US$151.00
AnalystHighTarget US$315.61
Fri, 21 Aug 26
Fair ValueUS$221.90
Share Pricen/a

RVMD Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$221.9 8.2% undervalued intrinsic discount

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

0users have liked this narrative
0users have commented on this narrative
11users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$151 34.9% 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
3users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$315.61 35.4% undervalued intrinsic discount

RAS Oncology Catalysts Will Drive A Transformational Long Term Opportunity

0users have liked this narrative
0users have commented on this narrative
2users have followed this narrative
RVMD logo
Revolution Medicines
8.2% undervalued intrinsic discount

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

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 21 Aug
Read Narrative
RVMD logo
Revolution Medicines
35.4% undervalued intrinsic discount

RAS Oncology Catalysts Will Drive A Transformational Long Term Opportunity

View narrative
AN
AnalystHighTarget
AnalystHighTarget
Updated 4 Sep
Read Narrative
RVMD logo
Revolution Medicines
34.9% overvalued intrinsic discount

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

View narrative
AN
AnalystLowTarget
AnalystLowTarget
Updated 26 Jun
Read Narrative

Trending Discussion

No trending discussion available.

Recently Updated Narratives

AN
AnalystHighTarget
RVMD logo

RVMD: Pancreatic Cancer Approval And Pricing Will Drive Bullish Repricing

Fair Value: US$315.61 35.4% undervalued intrinsic discount
2 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystConsensusTarget
RVMD logo

RVMD: FDA Review And RAS Franchise Expansion Set To Test Expectations

Fair Value: US$221.9 8.2% undervalued intrinsic discount
11 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystLowTarget
RVMD logo

RVMD: Survival Breakthrough In Pancreatic Cancer Will Likely Not Justify Current Pricing

Fair Value: US$151 34.9% overvalued intrinsic discount
3 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

High growth potential with adequate balance sheet.

2 Risks
3 Rewards
View Full Analysis

Revolution Medicines, Inc. Key Details

US$0

Revenue

US$1.3b

Cost of Revenue

-US$1.3b

Gross Profit

US$471.9m

Other Expenses

-US$1.8b

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
-8.25
0%
0%
39.7%
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

User avatar
Narrative Update • Sep 04

RVMD: Pancreatic Cancer Approval And Pricing Will Drive Bullish Repricing

Revolution Medicines' updated analyst price targets, which now cluster around a higher fair value of about $316 from roughly $273, reflect analysts' responses to Rasonque's approval and pricing, the growing role of daraxonrasib and zoldonrasib in pancreatic and lung cancer, and a recalibrated view of long term revenue growth, profit margins, and future P/E assumptions. Analyst Commentary Bullish analysts see Revolution Medicines as increasingly defined by its RAS program execution, with recent Rasonque approval, updated pricing assumptions, and a broader read on daraxonrasib and zoldonrasib reshaping valuation models.
Seeking Alpha • Aug 29

Revolution Medicines: RASONQUE's FDA Approval Portends A New Oncology Titan

Summary Revolution Medicines (RVMD) secured rapid FDA approval for RASONQUE, a first-in-class oral RAS(ON) inhibitor targeting metastatic pancreatic cancer. RVMD's multi-selective approach addresses a broad spectrum of RAS mutations, positioning RASONQUE as a potential blockbuster with significant market opportunity. Despite a strong cash position ($3.9B), RVMD will incur substantial losses through 2028, with profitability only projected in 2029 as revenue ramps from global expansion. I rate RVMD a STRONG BUY for very long-term investors, citing its formidable scientific breakthrough, its broad label, and a robust pipeline extending beyond pancreatic cancer. Read the full article on Seeking Alpha

Recent updates

No updates

Revolution Medicines, Inc. Competitors

TMO logo

Thermo Fisher Scientific

Symbol: NYSE:TMO
Market cap: US$225.5b
AMGN logo

Amgen

Symbol: NasdaqGS:AMGN
Market cap: US$204.0b
GILD logo

Gilead Sciences

Symbol: NasdaqGS:GILD
Market cap: US$178.2b
PFE logo

Pfizer

Symbol: NYSE:PFE
Market cap: US$158.0b
View more competitors

Make Better Investing Decisions Anywhere

Scan to download
Open AppStoreOpen Google Play
Chrome Web Store
Level 5, 320 Pitt Street, Sydney
Financial Data provided by S&P Global Market Intelligence LLC, analysis provided by Simply Wall Street Pty Ltd. Copyright © 2026, S&P Global Market Intelligence LLC. All rights reserved.
View Data Sources
Markets
  • US: NYSE & NASDAQ
  • UK: FTSE
  • Australia: ASX
  • India: NIFTY
  • Canada: TSX
  • South Africa: JSE
  • Japan: NIKKEI
  • South Korea: KOSPI
  • Germany: DAX
Investing Ideas
  • Undervalued Companies
  • Dividend Powerhouses
  • Insider Buying
  • Nuclear Energy
  • Autonomous Vehicles
  • Artificial Intelligence
  • Crypto and Blockchain
  • Cybersecurity
  • More ideas
Stock Communities
  • AstraZeneca
  • HSBC Holdings
  • Shell
  • Unilever
  • Diageo
  • Rio Tinto Group
  • RELX
  • BP
  • Barclays
Features & Tools
  • Portfolio Tracker
  • Stock Screener & Alerts
  • Narratives & Fair Values
  • Dividend Calculator
News & Discovery
  • Latest Stock News
  • Global Market Insights
  • The Foxhole
  • Investing Ideas
  • Community Narratives
  • What's New
Simply Wall St
  • Plans & Pricing
  • Advertising
  • About Us
  • Contact Us
  • Careers
  • Help Center
  • Learn Stock Investing
  • Affiliate Program
  • Business & Enterprise
  • Charlie AI
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.
© 2026 Simply Wall Street Pty Ltd, US Design Patent #29/544/281, Community and European Design Registration #2845206
  • Terms and Conditions
  • Privacy Policy
  • AI Terms
  • Financial Services Guide