Revolution Medicines is in an aggressive clinical investment phase, with R&D spend surging 235% from $118.0M in 2024Q1 to $394.9M in 2026Q2, while revenue remains nil. The company's cash position of $815.4M at 2026Q2 covers less than one quarter of operating b...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue is absent, while R&D expenses grew 235% from $118.0M in 2024Q1 to $394.9M in 2026Q2, driving net losses to -$644.4M in 2026Q2.
Revolution Medicines plans to initiate pivotal combination studies in 2026 with zoldonrasib or elironrasib, with clinical data expected in 2025.
The stock has surged 97% year-to-date, indicating strong investor confidence in the company's potential.
Clinical data supporting the 2026 pivotal studies is anticipated in Q2 or Q3 2025, which could serve as a catalyst.
Trailing total returns as of 9/24/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 5, 2026 | -$3.06-50.0% vs -$2.04 | — vs $2M |
Q2 2026 May 6, 2026 | -$2.29-24.5% vs -$1.84 | — vs $2M |
Q1 2026 Feb 25, 2026 | -$1.86-17.7% vs -$1.58 | — vs $4M |
Q4 2025 Nov 5, 2025 | -$1.61-13.4% vs -$1.42 | — vs $2M |
Revolution Medicines, Inc. (NASDAQ: RVMD - Get Free Report) insider Alan Sandler sold 341 shares of Revolution Medicines stock in a transaction dated Wednesday, September 16th. The stock was sold at an average price of $199.24, for a total value of $67,940.84. Following the completion of the transaction, the insider directly owned 52,868 shares of the
Revolution Medicines, Inc. (NASDAQ: RVMD - Get Free Report) CFO Jack Anders sold 4,053 shares of the company's stock in a transaction that occurred on Wednesday, September 16th. The stock was sold at an average price of $199.24, for a total transaction of $807,519.72. Following the completion of the transaction, the chief financial officer owned 119,216
Axsome Therapeutics is generating rapid revenue growth through its expanding portfolio of commercialized central nervous system treatments. Revolution Medicines is advancing a high-potential pipeline of RAS(ON) inhibitors aimed at treating some of the most difficult cancers.
Engineers Gate Manager LP increased its stake in shares of Revolution Medicines, Inc. (NASDAQ: RVMD) by 144.0% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 7,380 shares of the company's stock after purchasing an additional 4,356 shares during the quarter.
Benchmark RVMD against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Revolution Medicines, Inc. (RVMD)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $190.74 | $40.55B | -32.06 | — | — | -58.07% | — | |
| $29.08 | $145.36M | -2.06 | 9.88% | -211.21% | — | — | |
| $7.83 | $505.2M | -6.12 | -0.3% | 2.94% | 1.91% | — | |
| $1.90 | $108.87M | 4.87 | — | — | -38.8% | — | |
| $24.45 | $3.98B | -28.10 | 48.29% | -229.92% | -25.74% | — | |
| $123.96 | $9.13B | -21.19 | — | — | -42.78% | — |
Revolution Medicines, Inc. (RVMD) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Revolution Medicines, Inc. (RVMD) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 5, 2026·SEC
Jun 22, 2026·SEC
May 6, 2026·SEC
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Revolution Medicines, Inc. (RVMD) stock FAQ — growth, dividends, profitability & financials explained
Revolution Medicines, Inc. (RVMD) reported a net loss of $1.77B for fiscal year 2025.
Revolution Medicines, Inc. (RVMD) has a return on equity (ROE) of -58.1%. Negative ROE indicates the company is unprofitable.
Revolution Medicines, Inc. (RVMD) had negative free cash flow of $1.59B in fiscal year 2025, likely due to heavy capital investments.
