Revolution Medicines, Inc.

NasdaqGS:RVMD Stock Report

Market Cap: US$32.0b

Revolution Medicines Future Growth

Future criteria checks 5/6

Revolution Medicines is forecast to grow earnings and revenue by 60.6% and 57.3% per annum respectively. EPS is expected to grow by 60.1% per annum. Return on equity is forecast to be -82% in 3 years.

Key information

60.6%

Earnings growth rate

60.05%

EPS growth rate

Biotechs earnings growth25.4%
Revenue growth rate57.3%
Future return on equity-82.02%
Analyst coverage

Good

Last updated18 May 2026

Recent future growth updates

Recent updates

Seeking Alpha • Apr 23

Progress Against Pancreatic Cancer - Part 1

Summary Revolution Medicines announced at the AACR meeting in San Diego that their drug daraxonrasib showed strong efficacy in patients with metastatic pancreatic ductal adenocarcinoma (PDAC). The drug seems to have doubled patients’ expected lifespan (13.2 months overall survival versus 6.7 months for chemotherapy standard of care). Daraxonrasib targets the RAS protein, which has been a white whale of oncology for decades. Read the full article on Seeking Alpha
New Narrative • Apr 02

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

Catalysts About Revolution Medicines Revolution Medicines focuses on targeted therapies for cancers driven by RAS mutations. What are the underlying business or industry changes driving this perspective?
New Narrative • Mar 19

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

Catalysts About Revolution Medicines Revolution Medicines focuses on targeted therapies for cancers driven by RAS mutations, with a pipeline of RAS(ON) inhibitors across pancreatic, lung and colorectal indications. What are the underlying business or industry changes driving this perspective?
New Narrative • Mar 04

RAS Oncology Catalysts Will Drive A Transformational Long Term Opportunity

Catalysts About Revolution Medicines Revolution Medicines focuses on targeted therapies for cancers driven by RAS mutations, with a broad portfolio of RAS(ON) inhibitors across multiple tumor types. What are the underlying business or industry changes driving this perspective?
Seeking Alpha • Apr 08

Revolution Medicines: Overpriced RAS-Addicted Cancers Maven

Summary Revolution Medicines is a clinical-stage pharma company with a market cap of ~6 billion. It has ample liquidity to support its current business plan into 2027. Its pipeline directed entirely towards RAS-addicted cancers includes two phase 3 trials that are still enrolling patients. Investment thesis: Revolution's hefty market cap belies its speculative prospects, particularly in the current market environment. Read the full article on Seeking Alpha
Seeking Alpha • Dec 04

Revolution Medicines: Risky Buy On Recent Share Price Dip

Summary Revolution Medicines' stock has surged over 30% since April, driven by promising clinical data for its lead asset, RMC-6236, targeting RAS-mutated cancers. RMC-6236 shows best-in-class efficacy in PDAC, with potential expansion into NSCLC and CRC, positioning it as a potential new standard of care. Despite a recent stock dip due to a $600m public offering, Revolution's robust cash position and promising pipeline offer significant long-term potential. Revolution is a speculative "Buy" with substantial upside, but investors should be cautious of single-asset risk and lack of Big Pharma partnerships. Read the full article on Seeking Alpha

Earnings and Revenue Growth Forecasts

NasdaqGS:RVMD - Analysts future estimates and past financials data (USD Millions)
DateRevenueEarningsFree Cash FlowCash from OpAvg. No. Analysts
12/31/20281,844-351813-4114
12/31/2027832-1,114-777-81917
12/31/202699-1,635-1,443-1,30519
3/31/2026N/A-1,372-1,072-1,057N/A
12/31/2025N/A-1,131-914-898N/A
9/30/2025N/A-961-777-762N/A
6/30/2025N/A-812-700-685N/A
3/31/2025N/A-698-602-591N/A
12/31/2024N/A-600-568-557N/A
9/30/20241-567-551-540N/A
6/30/20241-519-520-510N/A
3/31/20245-484-458-449N/A
12/31/202312-436-358-351N/A
9/30/202326-331-300-292N/A
6/30/202330-296-252-243N/A
3/31/202335-259-242-232N/A
12/31/202235-249-235-224N/A
9/30/202230-245-211-202N/A
6/30/202227-224-193-187N/A
3/31/202227-208-170-165N/A
12/31/202129-187-154-147N/A
9/30/202129-169-139-133N/A
6/30/202140-143-130-123N/A
3/31/202142-126-115-109N/A
12/31/202043-110-103-100N/A
9/30/202046-95-89-87N/A
6/30/202046-85-76-74N/A
3/31/202048-71-62-65N/A
12/31/201950-62N/A-50N/A
9/30/201948-57N/A-50N/A
12/31/201820-49N/A1N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: RVMD is forecast to become profitable over the next 3 years, which is considered faster growth than the savings rate (3.5%).

Earnings vs Market: RVMD is forecast to become profitable over the next 3 years, which is considered above average market growth.

High Growth Earnings: RVMD is expected to become profitable in the next 3 years.

Revenue vs Market: RVMD's revenue (57.3% per year) is forecast to grow faster than the US market (11.6% per year).

High Growth Revenue: RVMD's revenue (57.3% per year) is forecast to grow faster than 20% per year.

Earnings per Share Growth Forecasts

Future Return on Equity

Future ROE: RVMD is forecast to be unprofitable in 3 years.

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/21 15:40
End of Day Share Price 2026/05/21 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

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Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Revolution Medicines, Inc. is covered by 33 analysts. 19 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Alec StranahanBofA Global Research
Cory KasimovEvercore ISI
Andrea NewkirkGoldman Sachs