ARVN Arvinas, Inc.

neutral track record → $9.57 -0.09 (-0.9%)
Mkt Cap $629M 52wk $5.90 - $14.51 2h ago
Insider selling: $1,815,687 sold by 15 insiders (30d)
Est. revisions: +5.9%
Backed by structured data (insider trades, analyst ratings, or filings)
Factor Model (net -1.9)

Factor Model

net -1.9 5.1 / 10
Est. Revisions
-0.0
Insider Activity
+0.0
Momentum
-0.7
Analyst Rev.
-0.9
Narrative Gap
+0.0

Arvinas EPS, revenue miss triggers mixed response

Watch: Monitor upcoming clinical data readouts and FDA decisions for PROTAC candidates that will validate Arvinas' long-term growth potential.

Arvinas reported Q1 EPS loss of $0.90 missing consensus loss of $0.87 and Q1 revenue of $15.6 million below $18.1 million estimate. Despite misses, BTIG raised its price target from $16 to $18 and Barclays from $18 to $20, both maintaining positive ratings. Shares rose 1.7% to $9.74 amid continuing revenue decline and negative operating margins.

Price target raises alongside earnings misses indicate investor confidence in Arvinas' pipeline execution over near-term financial softness. This reflects the market's focus on clinical-stage progress rather than current sales.

Evidence

8h ago BTIG main ARVN: Buy → Buy
9d ago Citigroup main ARVN: Buy → Buy
29d ago Insider buy by MORRISON BRIGGS W. M.D. (ARVN): $227,010
29d ago Insider buy by MORRISON BRIGGS W. M.D. (ARVN): $268,070
Fundamentals & Data ▾
Arvinas, Inc. Healthcare · Biotechnology
Mkt Cap
$629M
Beta
1.80
52w Range
$5.90 - $14.51
Short Interest
4.4M 8.0%
Days to Cover
5.8 -2%
Technicals downtrend
vs 20d MA
-7.9%
from 52w Hi
-15.8%
Vol (20d)
35%
1w return
-9.8%
1m return
-9.6%
Vol ratio
1.3x
Insiders
selling 0B / 6S
Analysts
mixed
EPS Estimate
$-0.61 +5.9% 30d 0up / 0dn
Est. Dispersion
221% 13 analysts
Analyst Target
$15 $6 - $24
Options P/C
1.91
Insider Cluster
strong sell 1B / 7S
Fund Convergence
moderate Two Sigma, Citadel
Financials
Revenue
$10M -84% YoY
FCF
$-31M
Op Margin
-785%
Momentum: decelerating
Top Holders
Two Sigma $7M
Citadel $6M
Recent Filings & Data
insider trade 56
net selling · $1,815,687 sold · $495,080 bought
15 insiders · 56 transactions (30d)
Recent transactions
CACACE ANGELA M · award
MORRISON BRIGGS W. M.D. · buy · $268,070
HOUSTON JOHN G · sell · $466,154
BERKOWITZ NOAH · award
SAIK ANDREW · award
LOOMIS DAVID K · award
TEEL RANDY PH.D. · award
TEEL RANDY PH.D. · award
CACACE ANGELA M · award
LOOMIS DAVID K · sell · $13,473
TEEL RANDY PH.D. · sell · $58,198
CACACE ANGELA M · sell · $43,885
BERKOWITZ NOAH · sell · $67,595
SAIK ANDREW · sell · $61,043
LOOMIS DAVID K · sell · $12,080
TEEL RANDY PH.D. · sell · $52,352
CACACE ANGELA M · sell · $54,599
LOOMIS DAVID K · sell · $2,275
MORRISON BRIGGS W. M.D. · buy · $227,010
NORWALK LESLIE V · award
YOUNG JOHN D · award
CUNNINGHAM EVERETT V · award
BAIN LINDA C · award
SMALDONE ALSUP LAURIE · award
MORRISON BRIGGS W. M.D. · award
KENNEDY EDWARD MOORE JR. · award
AGARWAL SUNIL · award
SAIK ANDREW · sell · $43,377
CACACE ANGELA M · sell · $19,347
BERKOWITZ NOAH · award
SAIK ANDREW · award
LOOMIS DAVID K · award
CACACE ANGELA M · award
BERKOWITZ NOAH · sell · $74,372
HOUSTON JOHN G · sell · $523,881
TAYLOR IAN · sell · $150,752
LOOMIS DAVID K · sell · $20,334
CACACE ANGELA M · sell · $70,238
BERKOWITZ NOAH · award
SAIK ANDREW · award
HOUSTON JOHN G · award
TAYLOR IAN · award
LOOMIS DAVID K · award
BERKOWITZ NOAH · sell · $71,431
LOOMIS DAVID K · sell · $10,301
SAIK ANDREW · award
CACACE ANGELA M · award
NORWALK LESLIE V · award
YOUNG JOHN D · award
CUNNINGHAM EVERETT V · award
BAIN LINDA C · award
SMALDONE ALSUP LAURIE · award
MORRISON BRIGGS W. M.D. · award
KENNEDY EDWARD MOORE JR. · award
AGARWAL SUNIL · award
TEEL RANDY PH.D. · award
6 signals · latest 2h ago

Keep reading the market

Direction shifts, insider clusters, filing red flags, and earnings call changes stay published on the site.