RVMD

RVMD Earnings Preview

Revolution Medicines, Inc. · Healthcare · $32B

15d until earnings

RVMD Earnings

Wednesday, May 06 2026
EPS Estimate
$-1.83
$-1.96 – $-1.61
Revenue Estimate
$3M
Current Price
$146.23

Our Position

bullish · high

RVMD Surges 41% on Pancreatic Cancer Trial

structured data est. revisions rising (+7.7pp / 30d)

The trial success positions RVMD's daraxonrasib as a potential breakthrough cancer therapy, fueling investor optimism and a steep stock rally that validates the company's R&D efforts and market potential.

Watch: Monitor FDA approval timeline and any partnership announcements to confirm commercial viability and sustain momentum.

Data Signal Summary

1 bullish
2 bearish
Insider selling cluster Put/call 0.6 (bullish skew) Price downtrend

Key Context

Analyst Consensus
mixed
Insider Activity
selling
Price Trend
downtrend
From 52w High
-4.1%
Est. Revisions (30d)
-1.7% 0up/2dn
Analyst Target (mean)
$161 $116–$200 +10%
Options P/C Ratio
0.58
Est. Dispersion
19% 16 analysts
Insider Cluster
strong sell
Fund Convergence
strong D.E. Shaw, Citadel, Two Sigma

Recent Activity

insider trades 150 transactions
Sell · GOLDSMITH MARK A (Chief Executive Officer) ·11,715 shares ·$517,631
Exercise · MANCINI ANTHONY (Officer) ·37,450 shares ·$1,259,069
Sell · CISLINI JEFFREY TODD (General Counsel) ·2,958 shares ·$291,890
Sell · KELSEY STEPHEN MICHAEL (Officer) ·4,302 shares ·$427,965
Sell · ANDERS JACK LEE (Chief Financial Officer) ·2,753 shares ·$273,870
145 more
Sell · WANG XIAOLIN ·2,010 shr ·$199,956
Sell · GOLDSMITH MARK A ·12,871 shr ·$1,280,412
Sell · HORN MARGARET A ·4,583 shr ·$455,919
Sell · LIN WEI ·2,073 shr ·$206,223
Other · ANDERSON ELIZABETH M ·15,000 shr
Sell · GOLDSMITH MARK A ·36,000 shr ·$3,644,354
Exercise · GOLDSMITH MARK A ·30,000 shr ·$122,700
Award · KELSEY STEPHEN MICHAEL ·21,100 shr
Award · ANDERS JACK LEE ·20,200 shr
Award · WANG XIAOLIN ·15,100 shr
Award · CISLINI JEFFREY TODD ·14,500 shr
Award · GOLDSMITH MARK A ·57,100 shr
Award · HORN MARGARET A ·21,100 shr
Award · LIN WEI ·15,100 shr
Exercise · GOLDSMITH MARK A ·24,010 shr ·$12,965
Sell · CISLINI JEFFREY TODD ·908 shr ·$104,965
Sell · ANDERS JACK LEE ·10,000 shr ·$980,000
Exercise · ANDERS JACK LEE ·10,000 shr ·$424,500
Sell · HORN MARGARET A ·75,000 shr ·$7,542,023
Exercise · HORN MARGARET A ·75,000 shr ·$2,885,286
Sell · ANDERS JACK LEE ·3,104 shr ·$239,289
Sell · CISLINI JEFFREY TODD ·2,688 shr ·$206,484
Sell · GOLDSMITH MARK A ·15,394 shr ·$1,182,526
Sell · HORN MARGARET A ·4,847 shr ·$372,333
Sell · KELSEY STEPHEN MICHAEL ·5,447 shr ·$418,423
Sell · ANDERS JACK LEE ·5,418 shr ·$400,932
Exercise · ANDERS JACK LEE ·5,418 shr ·$92,106
Sell · GOLDSMITH MARK A ·66,000 shr ·$4,954,962
Exercise · GOLDSMITH MARK A ·60,000 shr ·$245,400
Sell · CISLINI JEFFREY TODD ·13,388 shr ·$939,008
Exercise · CISLINI JEFFREY TODD ·13,388 shr ·$568,321
Sell · GOLDSMITH MARK A ·20,000 shr ·$1,407,586
Exercise · GOLDSMITH MARK A ·20,000 shr ·$81,800
Other · GOLDSMITH MARK A ·100,000 shr
Sell · GOLDSMITH MARK A ·20,000 shr ·$1,301,410
Sell · ANDERS JACK LEE ·10,000 shr ·$640,000
Exercise · ANDERS JACK LEE ·10,000 shr ·$170,000
Sell · GOLDSMITH MARK A ·30,000 shr ·$1,809,306
Exercise · GOLDSMITH MARK A ·30,000 shr ·$44,057
Sell · CISLINI JEFFREY TODD ·12,000 shr ·$660,000
Exercise · CISLINI JEFFREY TODD ·12,000 shr ·$438,840
Sell · GOLDSMITH MARK A ·20,000 shr ·$1,054,701
Exercise · GOLDSMITH MARK A ·20,000 shr ·$22,400
Sell · KELSEY STEPHEN MICHAEL ·25,000 shr ·$1,213,540
Exercise · KELSEY STEPHEN MICHAEL ·25,000 shr ·$118,250
Sell · CISLINI JEFFREY TODD ·1,799 shr ·$79,624
Sell · ANDERS JACK LEE ·2,320 shr ·$106,314
Sell · CISLINI JEFFREY TODD ·1,869 shr ·$85,647
Sell · GOLDSMITH MARK A ·13,411 shr ·$614,558
Sell · HORN MARGARET A ·4,775 shr ·$218,814
Sell · LIN WEI ·2,160 shr ·$98,982
Sell · KELSEY STEPHEN MICHAEL ·5,367 shr ·$245,942
Sell · KELSEY STEPHEN MICHAEL ·125,000 shr ·$5,557,754
Exercise · KELSEY STEPHEN MICHAEL ·125,000 shr ·$591,250
Sell · ANDERS JACK LEE ·10,000 shr ·$400,992
Exercise · ANDERS JACK LEE ·10,000 shr ·$66,673
Exercise · GOLDSMITH MARK A ·37,000 shr ·$19,980
Award · HORNING SANDRA ·3,142 shr
Award · KIM LORENCE H ·3,142 shr
Award · ANDERSON ELIZABETH M ·3,142 shr
Award · CLYBURN FRANKLIN KING JR. ·2,806 shr
Award · PATEL SUSHIL ·3,142 shr
Award · BORELLINI FLAVIA ·3,142 shr
Award · BORISY ALEXIS ·3,142 shr
Sell · CISLINI JEFFREY TODD ·1,912 shr ·$75,736
Sell · ANDERS JACK LEE ·2,170 shr ·$86,431
Sell · CISLINI JEFFREY TODD ·1,878 shr ·$74,801
Sell · GOLDSMITH MARK A ·13,496 shr ·$537,546
Sell · HORN MARGARET A ·3,510 shr ·$139,803
Sell · LIN WEI ·2,173 shr ·$86,551
Sell · KELSEY STEPHEN MICHAEL ·4,289 shr ·$170,831
Sell · CISLINI JEFFREY TODD ·2,041 shr ·$79,008
Sell · KELSEY STEPHEN MICHAEL ·3,294 shr ·$128,599
Sell · ANDERS JACK LEE ·1,864 shr ·$72,771
Other · WANG XIAOLIN ·2,718 shr
Sell · CISLINI JEFFREY TODD ·1,458 shr ·$56,921
Sell · GOLDSMITH MARK A ·11,738 shr ·$458,255
Sell · HORN MARGARET A ·3,058 shr ·$119,385
Award · KELSEY STEPHEN MICHAEL ·36,600 shr
Award · ANDERS JACK LEE ·20,400 shr
Award · WANG XIAOLIN ·19,000 shr
Award · CISLINI JEFFREY TODD ·22,000 shr
Award · GOLDSMITH MARK A ·97,400 shr
Award · HORN MARGARET A ·28,600 shr
Award · LIN WEI ·20,800 shr
Sell · CISLINI JEFFREY TODD ·2,406 shr ·$97,443
Exercise · GOLDSMITH MARK A ·30,846 shr ·$15,115
Sell · ANDERS JACK LEE ·2,635 shr ·$119,639
Sell · CISLINI JEFFREY TODD ·1,599 shr ·$72,601
Sell · GOLDSMITH MARK A ·11,714 shr ·$531,860
Sell · HORN MARGARET A ·4,329 shr ·$196,553
Sell · KELSEY STEPHEN MICHAEL ·4,663 shr ·$211,718
Buy · SCHROEDER THILO ·1,304,347 shr ·$59,999,962
Sell · CISLINI JEFFREY TODD ·2,554 shr ·$140,811
Sell · KELSEY STEPHEN MICHAEL ·16,666 shr ·$977,509
Exercise · KELSEY STEPHEN MICHAEL ·16,666 shr ·$68,164
Sell · CISLINI JEFFREY TODD ·6,000 shr ·$360,000
Exercise · CISLINI JEFFREY TODD ·6,000 shr ·$219,420
Sell · GOLDSMITH MARK A ·70,000 shr ·$3,878,773
Exercise · GOLDSMITH MARK A ·96,600 shr ·$263,334
Sell · PATEL SUSHIL ·5,000 shr ·$270,714
Exercise · PATEL SUSHIL ·5,000 shr ·$124,200
Sell · KELSEY STEPHEN MICHAEL ·16,666 shr ·$824,804
Sell · ANDERS JACK LEE ·10,000 shr ·$502,979
Exercise · ANDERS JACK LEE ·10,000 shr ·$26,800
Sell · CISLINI JEFFREY TODD ·6,000 shr ·$301,027
Sell · GOLDSMITH MARK A ·30,000 shr ·$1,510,773
Sell · HORN MARGARET A ·50,000 shr ·$2,517,055
Exercise · HORN MARGARET A ·50,000 shr ·$204,500
Sell · WEBER BARBARA L ·5,200 shr ·$249,716
Sell · GOLDSMITH MARK A ·10,000 shr ·$449,322
Exercise · GOLDSMITH MARK A ·10,000 shr ·$40,900
Sell · ANDERS JACK LEE ·2,244 shr ·$99,152
Sell · CISLINI JEFFREY TODD ·1,454 shr ·$64,245
Sell · MANCINI ANTHONY ·37,450 shr ·$3,578,821
Sell · HORN MARGARET A ·4,331 shr ·$191,367
Sell · KELSEY STEPHEN MICHAEL ·4,665 shr ·$206,124
Sell · KELSEY STEPHEN MICHAEL ·16,667 shr ·$722,087
Exercise · KELSEY STEPHEN MICHAEL ·16,667 shr ·$68,168
Sell · KELSEY STEPHEN MICHAEL ·16,667 shr ·$716,389
Award · CLYBURN FRANKLIN KING JR. ·6,932 shr
Sell · GOLDSMITH MARK A ·10,000 shr ·$458,827
Exercise · GOLDSMITH MARK A ·10,000 shr ·$40,900
Sell · KELSEY STEPHEN MICHAEL ·16,667 shr ·$774,516
Sell · GOLDSMITH MARK A ·35,000 shr ·$1,576,322
Exercise · GOLDSMITH MARK A ·25,000 shr ·$102,250
Sell · PATEL SUSHIL ·2,155 shr ·$94,820
Exercise · PATEL SUSHIL ·2,155 shr ·$36,204
Sell · CISLINI JEFFREY TODD ·2,399 shr ·$97,951
Sell · CISLINI JEFFREY TODD ·2,000 shr ·$76,940
Sell · KELSEY STEPHEN MICHAEL ·16,667 shr ·$650,952
Award · HORNING SANDRA ·4,800 shr
Award · HORNING SANDRA ·2,945 shr
Award · KIM LORENCE H ·4,800 shr
Award · KIM LORENCE H ·4,248 shr
Award · ANDERSON ELIZABETH M ·4,800 shr
Award · ANDERSON ELIZABETH M ·4,248 shr
Award · BORISY ALEXIS ·4,800 shr
Award · BORISY ALEXIS ·4,248 shr
Award · PATEL SUSHIL ·4,800 shr
Award · PATEL SUSHIL ·4,248 shr
Award · BORELLINI FLAVIA ·4,800 shr
Award · BORELLINI FLAVIA ·4,248 shr
Exercise · GOLDSMITH MARK A ·120,000 shr ·$552,724
Sell · GOLDSMITH MARK A ·120,000 shr ·$18,010,488
analyst ratings 10 ratings
Stifel Buy 19h ago
Needham Buy 23h ago
Wells Fargo Overweight 6d ago
RBC Capital Outperform 6d ago
Wedbush Outperform 6d ago
5 more
Guggenheim Buy
Evercore ISI Group Outperform
HC Wainwright & Co. Buy
Leerink Partners Outperform
Oppenheimer Outperform