Sharemaestro company-news research for Revolution Medicines Inc (RVMD), showing current tone, evidence confidence, direct company coverage, sector and industry context, completed price response and the source headlines used on the page. Scores describe published news evidence. Confidence describes the amount, freshness, source breadth and direct company relevance of that evidence. Price context is shown separately.

NASDAQ United States Measured evidence

Company news sentiment

Latest RVMD news and sentiment

Revolution Medicines Inc

Company headlines from the last 30 days, weighted by freshness, relevance, publisher quality and the strength of the wording. Price is shown separately.

30-day score55Neutral is 50
Balanced news tone 39/100 evidence confidence 91% direct company focus 68 current stories across 20 publishers
Latest weekly closeUSD 210.02week of 4 Sep 2026
Main news subjectEarnings70/100 share of current news
News data statusPartial36 duplicate stories removed

Current company news

Balanced news tone

The score uses 68 current company stories from 20 publishers.

Observed headline tone60/100 Published 30-day score55/100

Older, less relevant and less reliable stories count for less. Confidence is shown separately.

Latest source headline Did First RASONQUE (daraxonrasib) Approval and NEJM Data Just Shift Revolution Medicines' (RVMD) Investment Narrative? simplywall.st ยท 07 Sep 2026 11:33

What supports the score

Direct evidence

68 current stories are mapped specifically to RVMD.

Source breadth

The score uses 20 publishers rather than depending on one outlet.

Story agreement

The current stories agree at 86/100.

What limits the score

No major limit stands out.

55/100
News scoreBalanced news tone
39/100
Confidencethin evidence
91%/100
Company news68 company stories
86/100
Story agreement14/100 difference

News history

Daily score and story count over 30 days

Daily weighted evidence
09 Aug: 1 stories10 Aug: 4 stories11 Aug: 5 stories12 Aug: 9 stories13 Aug: 2 stories14 Aug: 2 stories16 Aug: 2 stories17 Aug: 2 stories18 Aug: 1 stories19 Aug: 3 stories21 Aug: 5 stories22 Aug: 2 stories24 Aug: 2 stories25 Aug: 3 stories26 Aug: 6 stories27 Aug: 3 stories28 Aug: 7 stories29 Aug: 1 stories01 Sep: 2 stories04 Sep: 3 stories05 Sep: 2 stories07 Sep: 1 stories 09 Aug: tone 60, 1 stories10 Aug: tone 61, 4 stories11 Aug: tone 55, 5 stories12 Aug: tone 52, 9 stories13 Aug: tone 50, 2 stories14 Aug: tone 50, 2 stories16 Aug: tone 51, 2 stories17 Aug: tone 54, 2 stories18 Aug: tone 50, 1 stories19 Aug: tone 50, 3 stories21 Aug: tone 55, 5 stories22 Aug: tone 50, 2 stories24 Aug: tone 11, 2 stories25 Aug: tone 50, 3 stories26 Aug: tone 71, 6 stories27 Aug: tone 67, 3 stories28 Aug: tone 64, 7 stories29 Aug: tone 50, 1 stories01 Sep: tone 64, 2 stories04 Sep: tone 53, 3 stories05 Sep: tone 48, 2 stories07 Sep: tone 50, 1 stories 95505
09 Aug24 Aug07 Sep
News scoreStory count50 baseline

Confidence

How reliable the score is

Separate from direction

Confidence uses the amount of news, separate publishers, direct company relevance, freshness and agreement. A high or low score is not automatically reliable.

Amount of evidence23
1.126 after freshness weighting
Source breadth100
20 independent publishers
Company relevance91
share tied directly to this company
Freshness33
recency-weighted evidence
Agreement86
how closely stories agree
Publisher mix89
less reliance on one publisher

Price and news history

Weekly price and news-score history

Balanced read

News tone and price action are not far from neutral.

26 completed price weeks26 comparable news-score weeks
One scoring method across the chart.Stored company headlines are recalculated at each weekly point with the current 30-day freshness weighting. Old published snapshots are left unchanged.
13 Mar 2026: close 94.86, indexed 100.020 Mar 2026: close 95.78, indexed 101.027 Mar 2026: close 92.51, indexed 97.503 Apr 2026: close 99.12, indexed 104.510 Apr 2026: close 96.43, indexed 101.717 Apr 2026: close 148.63, indexed 156.724 Apr 2026: close 135.3, indexed 142.601 May 2026: close 139.48, indexed 147.008 May 2026: close 141.81, indexed 149.515 May 2026: close 145.66, indexed 153.622 May 2026: close 151.56, indexed 159.829 May 2026: close 157.48, indexed 166.005 Jun 2026: close 149.23, indexed 157.312 Jun 2026: close 153.87, indexed 162.219 Jun 2026: close 162.99, indexed 171.826 Jun 2026: close 182.08, indexed 191.903 Jul 2026: close 189.24, indexed 199.510 Jul 2026: close 186.88, indexed 197.017 Jul 2026: close 186.16, indexed 196.224 Jul 2026: close 189.23, indexed 199.531 Jul 2026: close 187.53, indexed 197.707 Aug 2026: close 205.15, indexed 216.314 Aug 2026: close 203.71, indexed 214.721 Aug 2026: close 209.46, indexed 220.828 Aug 2026: close 207.88, indexed 219.104 Sep 2026: close 210.02, indexed 221.4 13 Mar 2026: news score 50, close 94.86, 1 stories5020 Mar 2026: news score 50, close 95.78, 1 stories27 Mar 2026: news score 51, close 92.51, 1 stories03 Apr 2026: news score 50, close 99.12, 1 stories10 Apr 2026: news score 50, close 96.43, 1 stories5017 Apr 2026: news score 50, close 148.63, 4 stories24 Apr 2026: news score 50, close 135.3, 4 stories01 May 2026: news score 50, close 139.48, 4 stories08 May 2026: news score 51, close 141.81, 7 stories5115 May 2026: news score 50, close 145.66, 4 stories22 May 2026: news score 50, close 151.56, 4 stories29 May 2026: news score 50, close 157.48, 3 stories05 Jun 2026: news score 50, close 149.23, 2 stories5012 Jun 2026: news score 50, close 153.87, 1 stories19 Jun 2026: news score 50, close 162.99, 1 stories26 Jun 2026: news score 50, close 182.08, 8 stories03 Jul 2026: news score 50, close 189.24, 12 stories5010 Jul 2026: news score 50, close 186.88, 14 stories17 Jul 2026: news score 51, close 186.16, 16 stories24 Jul 2026: news score 58, close 189.23, 26 stories31 Jul 2026: news score 58, close 187.53, 39 stories5807 Aug 2026: news score 54, close 205.15, 54 stories14 Aug 2026: news score 53, close 203.71, 77 stories21 Aug 2026: news score 52, close 209.46, 81 stories28 Aug 2026: news score 56, close 207.88, 85 stories5604 Sep 2026: news score 57, close 210.02, 73 stories57 Price index 236.3 159.5 82.7 News score 100 50 0
13 Mar09 Jun04 Sep
Weekly close, indexedSentiment score
26-week price+121.4%latest close 210.02
News score change+7first to latest comparable week
One-week response+1.0%Price digesting
Fair-value position+225.8%Materially above fair value
WeekNews scoreCloseWeekly move
04 Sep 202657USD 210.02+1.0%
28 Aug 202656USD 207.88-0.8%
21 Aug 202652USD 209.46+2.8%
14 Aug 202653USD 203.71-0.7%
07 Aug 202654USD 205.15+9.4%
31 Jul 202658USD 187.53-0.9%
24 Jul 202658USD 189.23+1.6%
17 Jul 202651USD 186.16-0.4%

News subjects

What is shaping the score

Earnings
Earnings4220 stories ยท 29%
Market update5119 stories ยท 28%
Deals and strategy5713 stories ยท 19%
Regulatory and legal6211 stories ยท 16%
Analyst action645 stories ยท 7%

Source mix

Where the evidence comes from

89/100 independence
finance.yahoo.com628 stories ยท 12%
MarketBeat518 stories ยท 12%
Stock Titan508 stories ยท 12%
simplywall.st625 stories ยท 7%
Simply Wall St.483 stories ยท 4%
Simply Wall Street523 stories ยท 4%
TradingView503 stories ยท 4%

Recurring subjects

Subjects appearing most often

Current evidence
Life Sciences36Financial Markets24Earnings17Biotech14Finance11Fda Approval10Clinical Trials10Oncology8Pharma6Balance Sheet5

Earlier readings

How the score has changed

52 comparable readings ยท 76 days
Past and present use the same method.Each point recalculates the previous 30 days of stored company headlines with today's scoring rules. The original stored snapshots remain unchanged.
Comparable move+550 to 55 ยท Strengthening
Observed range44โ€“6250 is the neutral baseline
Evidence depth69stories at latest stored reading ยท +65
Confidence36/100Measured ยท +36
23 Jun50 neutral07 Sep 19:56
ConstructiveBalanced or withheldCautious

Changes in the stored score

Scores are rebuilt from stored headlines with the current 30-day method. Days with no change are collapsed.

ObservedScoreMoveConfidenceStoriesStatus
07 Sep 19:5655+036/100 (-4)69 (-2)Measured
05 Sep 23:5955-240/100 (+1)71 (-2)Measured
04 Sep 23:5957+039/100 (-6)73 (-6)Measured
01 Sep 23:5957+145/100 (-1)79 (-4)Measured
29 Aug 23:5956+046/100 (-4)83 (-2)Measured
28 Aug 23:5956+250/100 (+8)85 (+3)Measured
27 Aug 23:5954+242/100 (+1)82 (+2)Measured
26 Aug 23:5952+741/100 (+9)80 (+3)Measured

Source headlines

The news behind the score

Showing 31-60 of 68

Only company-specific stories enter this score. The latest 30 days are shown newest first, with newer stories weighted more heavily and duplicate coverage combined.

#31Not directional
TradingViewDirect company coverageStored article

ETFs Investing in Revolution Medicines, Inc. Stocks

This article lists various Exchange Traded Funds (ETFs) that hold stocks of Revolution Medicines, Inc. For each ETF, it provides details such as market value, weight of Revolution Medicines, Inc. stock, issuer, management style, focus, expense ratio, AUM, price, change, relative volume, and 3-year NAV total return. The ETFs cover a range of market segments including total market, small-cap, mid-cap, large-cap, health care, and biotechnology.

Financial MarketsLife Sciences
Published
22 Aug 2026 21:11
News subject
Market update
Why this score
The headline reports news without a clear direction
Company focus
Main company ยท 100%
How it is used
Shown as company news ยท not used in the score
Story strength
Not directional
30-day weight
None ยท 15.9d old
Duplicates
1 consolidated
#32Not directional
Stock TitanDirect company coverageStored article

Revolution Medicines (NASDAQ: RVMD) director plans August stock sale after June $1.6M trade

Revolution Medicines, Inc. director Mark A. Goldsmith plans to sell 80,000 shares of common stock on August 21, 2026, with an aggregate market value of approximately $16.9 million. This planned sale is linked to the exercise of stock options. In the preceding three months, Goldsmith sold 10,020 shares on June 16, 2026, for proceeds of over $1.5 million.

FinanceLife Sciences
Published
22 Aug 2026 12:40
News subject
Market update
Why this score
Institutional or insider selling
Company focus
Main company ยท 100%
How it is used
Shown as company news ยท not used in the score
Story strength
Not directional
30-day weight
None ยท 16.3d old
Duplicates
1 consolidated
#33Not directional
The Business JournalsDirect company coverageStored article

Revolution Medicines is about to double its space at a waterfront campus that once housed Google

Revolution Medicines, a fast-growing biotech company, is planning to significantly expand its Redwood City operations by doubling its space at the Pacific Shores campus, which previously housed Google. This expansion, involving a new lease for 700,000 square feet, is intended to support the commercial launch of its pancreatic cancer drug. The company has already seen nearly a fivefold growth in its Redwood City presence since 2020.

Life SciencesReal EstateTechnology
Published
21 Aug 2026 22:41
News subject
Market update
Why this score
Business expansion
Company focus
Main company ยท 100%
How it is used
Shown as company news ยท not used in the score
Story strength
Not directional
30-day weight
None ยท 16.9d old
Duplicates
1 consolidated
#34Not directional
The Business JournalsDirect company coverageStored article

Revolution Medicines nears lease for 700,000-square-foot Redwood City campus

Revolution Medicines, a rapidly expanding biotech company, is reportedly close to securing a lease for a 700,000-square-foot campus in Redwood City. This new facility, previously a Google outpost, would support the company's significant growth since 2020 and its plans for the commercial launch of its pancreatic cancer drug. The move highlights the increasing demand for premium office space in Silicon Valley.

Life SciencesReal EstateTechnology
Published
21 Aug 2026 21:11
News subject
Market update
Why this score
The headline reports news without a clear direction
Company focus
Main company ยท 100%
How it is used
Shown as company news ยท not used in the score
Story strength
Not directional
30-day weight
None ยท 16.9d old
Duplicates
1 consolidated
#3540Tone
Stock TitanDirect company coverageStored article

Revolution Medicines (NASDAQ: RVMD) trust to sell 3,000 shares under Rule 144

The Rebecca Goldsmith Revocable Trust intends to sell 3,000 shares of Revolution Medicines (RVMD) common stock under Rule 144. The aggregate market value of this proposed sale is approximately $635,205.00. This filing follows a previous sale of 10,020 shares by Mark A. Goldsmith, trustee for the trust, on June 16, 2026.

FinanceFinancial MarketsLife Sciences
Published
21 Aug 2026 20:11
News subject
Market update
Why this score
Institutional or insider selling
Company focus
Main company ยท 100%
How it is used
Direct company coverage
Story strength
Low ยท 33/100
30-day weight
<0.1% of the score ยท 17.0d old
Duplicates
1 consolidated
#36Not directional
Stock TitanDirect company coverageStored article

Revolution Medicines (NASDAQ: RVMD) holder eyes $16M stock sale

Jeffrey Todd Cislini, a holder of Revolution Medicines (NASDAQ: RVMD), plans to sell up to 75,894 shares of common stock, valued at over $16 million, through Morgan Stanley Smith Barney LLC on or after August 21, 2026. The shares include those underlying restricted stock units and stock options. RVMD had 214,336,418 shares outstanding at the time of the filing.

FinanceLife Sciences
Published
21 Aug 2026 20:11
News subject
Market update
Why this score
Institutional or insider selling
Company focus
Main company ยท 100%
How it is used
Shown as company news ยท not used in the score
Story strength
Not directional
30-day weight
None ยท 17.0d old
Duplicates
1 consolidated
#3759Tone
BitgetDirect company coverageStored article

REVOLUTION MEDICINES, INC. : BERNSTEIN RAISES TARGET PRICE TO $179 FROM $151

Bernstein has increased its target price for Revolution Medicines, Inc. (RVMD.O) to $179 from $151. This update, reported by Reuters, indicates a positive reevaluation of the company's stock outlook by the analyst firm.

Financial MarketsLife Sciences
Published
21 Aug 2026 13:09
News subject
Analyst action
Why this score
Positive financial language
Company focus
Main company ยท 100%
How it is used
Direct company coverage
Story strength
Low ยท 31/100
30-day weight
0.2% of the score ยท 17.3d old
Duplicates
1 consolidated
#38Not directional
TradingViewDirect company coverageStored article

Enterprise value to revenue forward of Revolution Medicines, Inc. โ€“ NASDAQ:RVMDW

This article provides financial data for Revolution Medicines, Inc. (NASDAQ:RVMDW), specifically focusing on its enterprise value to revenue forward. It appears to be a financial snapshot from TradingView, displaying key company information.

Financial MarketsLife Sciences
Published
19 Aug 2026 21:40
News subject
Earnings
Why this score
The headline reports news without a clear direction
Company focus
Main company ยท 100%
How it is used
Shown as company news ยท not used in the score
Story strength
Not directional
30-day weight
None ยท 18.9d old
Duplicates
1 consolidated
#39Not directional
simplywall.stDirect company coverageStored article

Revolution Medicines (RVMD) Is Up 5.1% After Offloading Phase 3 Costs to BeOne Medicines

Revolution Medicines (RVMD) saw a 5.1% stock increase after partnering with BeOne Medicines. This collaboration shifts the financial burden of a global Phase 3 study for one of Revolution's RAS(ON) inhibitors to BeOne, while also granting BeOne regional commercialization rights in certain Asian markets. Despite this positive development, Revolution Medicines continues to face significant losses, emphasizing the need for their late-stage programs to gain approval and generate revenue.

EarningsFinancial MarketsLife Sciences
Published
19 Aug 2026 12:32
News subject
Earnings
Why this score
Positive financial language
Company focus
Main company ยท 100%
How it is used
Shown as company news ยท not used in the score
Story strength
Not directional
30-day weight
None ยท 19.3d old
Duplicates
1 consolidated
#40Not directional
TradingViewDirect company coverageStored article

Price to book forward of Revolution Medicines, Inc. โ€“ NASDAQ:RVMDW

This article displays a financial metric, "Price to book forward," for Revolution Medicines, Inc. (NASDAQ: RVMDW). The content primarily serves as a placeholder for financial data, indicating that there are no active trades or specific values to show at the time of publication, suggesting a focus on providing real-time financial information when available.

Financial MarketsLife Sciences
Published
19 Aug 2026 05:13
News subject
Market update
Why this score
The headline reports news without a clear direction
Company focus
Main company ยท 100%
How it is used
Shown as company news ยท not used in the score
Story strength
Not directional
30-day weight
None ยท 19.6d old
Duplicates
1 consolidated
#41Not directional
Simply Wall StreetDirect company coverageStored article

Is Revolution Medicines (RVMD) Fully Valued After Its BeOne Collaboration Deal?

Revolution Medicines (RVMD) has gained investor attention due to a recent collaboration with BeOne Medicines, covering joint clinical studies on RAS(ON) inhibitors and exclusive development rights for BeOne in certain Asian markets. Despite strong share price momentum and a "Most Popular Narrative" suggesting RVMD is 4% overvalued at $212, Simply Wall St's DCF model indicates a deep undervaluation, with a fair value of $723.76 per share. The article highlights the contrasting valuation perspectives and advises investors to consider the underlying data and risks, such as heavy cash use and a concentrated therapeutic focus.

EarningsFinancial MarketsLife Sciences
Published
18 Aug 2026 05:11
News subject
Earnings
Why this score
Negative valuation view
Company focus
Main company ยท 100%
How it is used
Shown as company news ยท not used in the score
Story strength
Not directional
30-day weight
None ยท 20.6d old
Duplicates
1 consolidated
#4256Tone
Quiver QuantitativeDirect company coverageStored article

Why Revolution Medicines (RVMD) Stock Is Up Today

Revolution Medicines (RVMD) stock rose 5.5% today, primarily driven by continued investor optimism after the U.S. FDA accepted its new drug application for daraxonrasib, a treatment for previously treated metastatic pancreatic cancer. The positive movement is further supported by recent bullish analyst commentary and ongoing advancements in the company's broader RAS-targeted pipeline, suggesting a momentum-driven gain.

EarningsFinancial MarketsLife Sciences
Published
17 Aug 2026 18:40
News subject
Earnings
Why this score
Positive financial language
Company focus
Main company ยท 100%
How it is used
Direct company coverage
Story strength
Low ยท 31/100
30-day weight
0.7% of the score ยท 21.1d old
Duplicates
1 consolidated
#43Not directional
Investing.comDirect company coverageStored article

Revolution Medicines stock hits all-time high at 208.77 USD

Revolution Medicines Inc. (RVMD) stock reached an all-time high of $208.77, currently trading at $208.48, reflecting a remarkable 468.97% increase over the past year. Despite being considered overvalued by InvestingPro analysis, the company closed Q2 with $3.9 billion in cash and investments and is advancing late-stage programs in pancreatic and lung cancer, leading Guggenheim to raise its price target to $240.

EarningsFinancial MarketsLife Sciences
Published
17 Aug 2026 15:40
News subject
Earnings
Why this score
Analyst upgrade, Negative valuation view
Company focus
Main company ยท 100%
How it is used
Shown as company news ยท not used in the score
Story strength
Not directional
30-day weight
None ยท 21.2d old
Duplicates
1 consolidated
#4458Tone
MarketBeatDirect company coverageStored article

State of Wyoming Buys Shares of 9,446 Revolution Medicines, Inc. $RVMD

The State of Wyoming recently acquired 9,446 shares of Revolution Medicines, Inc. (NASDAQ:RVMD) valued at approximately $1.77 million, marking a new position in the biopharmaceutical company. This move comes as institutional investors and hedge funds collectively hold 94.34% of RVMD's stock. Despite a recent earnings miss, analysts maintain a "Moderate Buy" rating for Revolution Medicines, although the consensus price target is currently below the stock's reported trading price.

EarningsFinancial MarketsLife Sciences
Published
16 Aug 2026 11:11
News subject
Analyst action
Why this score
Institutional or insider buying
Company focus
Main company ยท 100%
How it is used
Direct company coverage
Story strength
Low ยท 30/100
30-day weight
<0.1% of the score ยท 22.4d old
Duplicates
1 consolidated
#45Not directional
MarketBeatDirect company coverageStored article

S&CO Inc. Invests $6.40 Million in Revolution Medicines, Inc. $RVMD

S&CO Inc. recently invested $6.4 million in Revolution Medicines, Inc. (NASDAQ:RVMD) by purchasing 34,171 shares, contributing to institutional ownership of 94.34%. Despite a larger-than-expected quarterly loss, analysts maintain a "Moderate Buy" rating with a consensus price target of $161.79. Insider transactions show mixed activity, with significant stock sales by directors totaling over $21 million in the last 90 days.

EarningsFinanceFinancial MarketsLife Sciences
Published
16 Aug 2026 11:11
News subject
Earnings
Why this score
Negative financial language
Company focus
Main company ยท 100%
How it is used
Shown as company news ยท not used in the score
Story strength
Not directional
30-day weight
None ยท 22.4d old
Duplicates
1 consolidated
#46Not directional
Stock TitanDirect company coverageStored article

Baker Bros. Advisors (RVMD) discloses 11.4M-share position in Revolution Medicines

Baker Bros. Advisors LP and related entities have reported a passive ownership stake of 5.3% in Revolution Medicines, Inc. This translates to beneficial ownership of 11,443,357 shares of common stock, held through investment funds Baker Brothers Life Sciences, L.P. and 667, L.P. The filing indicates that Baker Bros. Advisors maintains sole voting and dispositive power over these shares.

FinanceLife Sciences
Published
14 Aug 2026 20:12
News subject
Deals and strategy
Why this score
The headline reports news without a clear direction
Company focus
Main company ยท 100%
How it is used
Shown as company news ยท not used in the score
Story strength
Not directional
30-day weight
None ยท 24.0d old
Duplicates
1 consolidated
#47Not directional
Market sourceDirect company coverageStored article

Is BeOne Medicines AG (ONC) Deal With Revolution Medicines (RVMD) a Win-Win for Both Companies?

BeOne Medicines AG and Revolution Medicines, Inc. have announced a clinical collaboration and licensing deal focused on RAS-addicted cancers. BeOne, a commercially strong company, will acquire exclusive rights in select Asian markets and fund a Phase 3 trial, while Revolution, a pre-revenue biotech, gains non-dilutive capital and execution scale. The partnership leverages BeOne's financial strength and Asian infrastructure with Revolution's pipeline of RAS(ON) inhibitors, presenting a synergistic opportunity for both.

Balance SheetBiotechClinical TrialsEarningsFinancial MarketsLife Sciences
Published
14 Aug 2026 19:09
News subject
Deals and strategy
Why this score
Dilution risk, Strategic partnership
Company focus
Shared story ยท 78%
How it is used
Shown as company news ยท not used in the score
Story strength
Not directional
30-day weight
None ยท 24.0d old
Duplicates
1 consolidated
#48Not directional
Stock TitanDirect company coverageStored article

Farallon funds disclose 13.6M-share RVMD stake in Schedule 13G/A filing

Farallon Capital Management, L.L.C. and its affiliated funds have disclosed a beneficial ownership of 13,564,149 shares, or 6.4%, of Revolution Medicines, Inc. (RVMD) common stock, according to a recent Schedule 13G/A filing. This includes 13,550,796 shares and 120,085 common stock purchase warrants, with the warrants subject to a 9.99% beneficial ownership limitation. Farallon Capital Management and several managing members share voting and dispositive power over these securities, with dividends and sale proceeds going to the Farallon Funds.

EarningsFinanceFinancial MarketsLife Sciences
Published
13 Aug 2026 21:12
News subject
Earnings
Why this score
The headline reports news without a clear direction
Company focus
Main company ยท 100%
How it is used
Shown as company news ยท not used in the score
Story strength
Not directional
30-day weight
None ยท 24.9d old
Duplicates
1 consolidated
#49Not directional
Stock TitanDirect company coverageStored article

Revolution Medicines (RVMD): Janus Henderson discloses 5.1% beneficial stake

Janus Henderson Group Ltd. has disclosed a 5.1% beneficial ownership stake in Revolution Medicines, Inc. (RVMD), holding 10,736,145 shares of common stock. These shares are managed across various client portfolios, with Janus Henderson exercising shared voting and dispositive power but disclaiming economic ownership, which belongs to the individual managed portfolios. No single managed portfolio holds more than five percent of Revolution Medicines' common stock.

FinanceFinancial MarketsLife Sciences
Published
13 Aug 2026 16:41
News subject
Deals and strategy
Why this score
The headline reports news without a clear direction
Company focus
Main company ยท 100%
How it is used
Shown as company news ยท not used in the score
Story strength
Not directional
30-day weight
None ยท 25.1d old
Duplicates
1 consolidated
#50Not directional
nasdaq.comDirect company coverageStored article

Revolution Medicines (RVMD) Q2 2026 Earnings Call Transcript

Image source: The Motley Fool. DATE Wednesday, Aug. 5, 2026 at 4:30 p.m. ET CALL PARTICIPANTS Senior Vice President, Corporate Affairs - Ryan AsayChairman and Chief Executive Officer - Mark GoldsmithChief Development Officer - Alan SandlerChief Financial Officer - Jack AndersChief Medical Officer - Wei LinChief Global Commercialization Officer - Anthony Mancini TAKEAWAYS Cash and Marketable Securities -- $3.9 billion as of June 30, 2026, including proceeds from public offerings and a royalty tranche.Public Offering Proceeds -- $2.2 billion in gross proceeds from concurrent offerings of common

CLINICAL-TRIALSClinical TrialsEARNINGSEarningsFDA-APPROVALFINANCIAL RESULTS
Published
12 Aug 2026 20:59
News subject
Earnings
Why this score
The headline reports news without a clear direction
Company focus
Shared story ยท 78%
How it is used
Shown as company news ยท not used in the score
Story strength
Not directional
30-day weight
None ยท 26.0d old
Duplicates
1 consolidated
#5157Tone
MarketBeatDirect company coverageStored article

Handelsbanken Fonder AB Raises Stock Position in Revolution Medicines, Inc. $RVMD

Handelsbanken Fonder AB significantly increased its stake in Revolution Medicines, Inc. (NASDAQ:RVMD) by 243.6% in the second quarter, bringing its total holdings to 212,275 shares valued at $39.8 million. Despite institutional investors owning a substantial 94.34% of the company, Revolution Medicines reported a quarterly loss that missed consensus estimates, and analysts anticipate a full-year loss of $8.65 per share. The stock opened near its 52-week high, with a "Moderate Buy" consensus rating and an average price target of $161.79, although company insiders have recently sold a considerable amount of shares.

EarningsFinancial MarketsLife Sciences
Published
12 Aug 2026 20:41
News subject
Earnings
Why this score
Institutional or insider buying
Company focus
Main company ยท 100%
How it is used
Direct company coverage
Story strength
Low ยท 33/100
30-day weight
0.5% of the score ยท 26.0d old
Duplicates
1 consolidated
#52Not directional
PluangDirect company coverageStored article

Revolution Medicines hits $44B market cap with breakthrough RAS cancer drugs, attracting big pharma interest.

Revolution Medicines has achieved a $44.1 billion market cap, driven by its promising RAS-targeting oncology pipeline, despite having no current product revenue. The company's drug, daraxonrasib, has shown strong clinical results, particularly in improving survival for pancreatic cancer patients. This success makes Revolution Medicines a potential acquisition target for major pharmaceutical companies like Merck, Roche, and Bristol Myers Squibb, given the scarcity of advanced RAS therapies.

Financial MarketsLife SciencesMergers And Acquisitions
Published
12 Aug 2026 13:12
News subject
Deals and strategy
Why this score
Positive financial language
Company focus
Main company ยท 100%
How it is used
Shown as company news ยท not used in the score
Story strength
Not directional
30-day weight
None ยท 26.3d old
Duplicates
1 consolidated
#5357Tone
Simply Wall StreetDirect company coverageStored article

Revolution Medicines (RVMD) Stock Looks Strong On Returns But Expensive On Value

Revolution Medicines (RVMD) has shown strong shareholder returns over the past five years, but its current valuation appears expensive based on broader checks. The stock trades at a high Price-to-Book ratio compared to its industry and peers, suggesting it may be overvalued despite excitement around its pipeline. Investors need to consider if the oncology pipeline can justify the current premium or if the price already assumes too much future success.

EarningsFinancial MarketsLife Sciences
Published
12 Aug 2026 12:10
News subject
Earnings
Why this score
Positive financial language
Company focus
Main company ยท 100%
How it is used
Direct company coverage
Story strength
Low ยท 31/100
30-day weight
0.3% of the score ยท 26.3d old
Duplicates
1 consolidated
#5442Tone
MarketBeatDirect company coverageStored article

Tema ETFs LLC Sells 26,443 Shares of Revolution Medicines, Inc. $RVMD

Tema ETFs LLC has reduced its stake in Revolution Medicines, Inc. by 26.9%, selling 26,443 shares but still retaining 71,735 shares valued at $13.4 million. Despite this, institutional investors collectively own 94.34% of the company, and analyst sentiment remains largely positive with a "Moderate Buy" consensus rating. Recent insider transactions show significant selling activity, with insiders selling 132,497 shares worth approximately $21.5 million over the past 90 days.

EarningsFinanceFinancial MarketsLife Sciences
Published
12 Aug 2026 11:12
News subject
Earnings
Why this score
Institutional or insider selling
Company focus
Main company ยท 100%
How it is used
Direct company coverage
Story strength
Low ยท 33/100
30-day weight
0.4% of the score ยท 26.4d old
Duplicates
1 consolidated
#55Not directional
finance.yahoo.comDirect company coverageStored article

Revolution Medicines (RVMD) Stock Looks Rich On Fresh RAS Drug Demand

Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Revolution Medicines has delivered a very large 5 year return that leaves the stock looking expensive on Simply Wall St's valuation checks. The current move is now being judged as richly priced rather than a clear bargain. Revolution Medicines has returned about 7x over 5 years, which puts extra focus on whether recent enthusiasm has moved the share price ahead of fundamentals. Recent interest around the company's RAS(ON) inhibitors, including the BeOne Medicines collaboration and

BiotechClinical TrialsFourth QuarterShare PriceValuation
Published
12 Aug 2026 09:11
News subject
Earnings
Why this score
The headline reports news without a clear direction
Company focus
Main company ยท 100%
How it is used
Shown as company news ยท not used in the score
Story strength
Not directional
30-day weight
None ยท 26.4d old
Duplicates
2 consolidated
#56Not directional
24/7 Wall St.Direct company coverageStored article

Why Revolution Medicines May Be Big Pharmaโ€™s Next Takeover Target

Revolution Medicines (NASDAQ:RVMD) is highlighted as a potential acquisition target for big pharma due to its strong late-stage RAS(ON) oncology pipeline, particularly daraxonrasib's impressive pancreatic cancer data. Merck (NYSE:MRK) is identified as the most likely acquirer, driven by the impending patent cliff for its drug Keytruda and its stated goal of diversifying its growth portfolio. Other plausible acquirers include Pfizer, Johnson & Johnson, Bristol Myers Squibb, and Roche, but Merck has the strongest motive and means.

BALANCE SHEETBIOTECHBalance SheetBiotechFDA-APPROVALFda Approval
Published
12 Aug 2026 07:00
News subject
Deals and strategy
Why this score
Positive financial language
Company focus
Shared story ยท 78%
How it is used
Shown as company news ยท not used in the score
Story strength
Not directional
30-day weight
None ยท 26.5d old
Duplicates
2 consolidated
#57Not directional
finance.yahoo.comDirect company coverageStored article

Revolution Medicines (RVMD) Is Up 6.2% After BeOne-Funded Phase 3 RAS(ON) Deal - Has The Bull Case Changed?

In early August 2026, BeOne Medicines Ltd. and Revolution Medicines, Inc. announced a multi-part collaboration combining BeOne's oncology assets with Revolution's four clinical RAS(ON) inhibitors, alongside a regional licensing deal granting BeOne exclusive development and commercialization rights in select Asian markets and responsibility for funding a global Phase 3 trial. This arrangement gives Revolution Medicines access to BeOne's development "superhighway," milestone and royalty potential, and externally funded late-stage development, which could influence how investors view the risk, co

BIOTECHBiotechCLINICAL-TRIALSClinical TrialsEARNINGSEarnings
Published
12 Aug 2026 06:14
News subject
Earnings
Why this score
Negative analyst concern, Strategic partnership
Company focus
Shared story ยท 78%
How it is used
Shown as company news ยท not used in the score
Story strength
Not directional
30-day weight
None ยท 26.6d old
Duplicates
2 consolidated
#5859Tone
finance.yahoo.comDirect company coverageStored article

Revolution Medicines (RVMD) Looks Fairly Valued As BeOne Deal Expands Its Asia Reach

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Revolution Medicines (RVMD) just entered a comprehensive partnership with BeOne Medicines that combines joint clinical development work and a regional rights deal in select Asian markets for its RAS(ON) oncology inhibitors. See our latest analysis for Revolution Medicines. The BeOne Medicines partnership lands at a time when Revolution Medicines has already seen strong momentum, with a 90 day share price return of 37.09% and year to date share price retu

BALANCE SHEETBIOTECHBalance SheetBiotechDISCOUNTED CASH FLOWDiscounted Cash Flow
Published
12 Aug 2026 02:35
News subject
Deals and strategy
Why this score
Positive financial language
Company focus
Shared story ยท 78%
How it is used
Direct company coverage
Story strength
Low ยท 31/100
30-day weight
0.5% of the score ยท 26.7d old
Duplicates
1 consolidated
#5963Tone
finance.yahoo.comDirect company coverageStored article

Can Revolution Medicines (RVMD) Turn A New Ally Into Global Reach?

Revolution Medicines (NASDAQ:RVMD) just picked up a partner with deep pockets and a presence across Asia. On August 10, the company announced a multi-part collaboration with BeOne Medicines, pairing clinical development with a regional rights deal. For a stock that has already climbed more than 400% over the past year, the question is whether this partnership adds real fuel or just more expectations to live up to.Can Revolution Medicines (RVMD) Turn A New Ally Into Global Reach? Bull Case: A Partner That Shares The Load The collaboration works on two tracks. First, a clinical partnership will

BIOTECHBiotechCLINICAL-TRIALSCOLLABORATIONClinical TrialsCollaboration
Published
11 Aug 2026 20:44
News subject
Deals and strategy
Why this score
Large positive market reaction, Positive market reaction, Strategic partnership
Company focus
Shared story ยท 78%
How it is used
Direct company coverage
Story strength
Medium ยท 37/100
30-day weight
0.9% of the score ยท 27.0d old
Duplicates
1 consolidated
#60Not directional
Pharmaceutical ExecutiveDirect company coverageStored article

BeOne Medicines Enters Collaboration with Revolution Medicines for Oncology Therapies

BeOne Medicines and Revolution Medicines have announced a multi-part collaboration to evaluate drug combinations for RAS-addicted cancers and extend the geographic footprint of Revolution Medicines' therapies. The deal includes a clinical collaboration for combination studies using BeOne's oncology assets and Revolution's four RAS(ON) inhibitors, along with a regional rights agreement for select Asian markets. BeOne will fund a global Phase III study and Revolution Medicines will receive development and sales milestone payments, plus tiered royalties.

Life SciencesMergers And Acquisitions
Published
11 Aug 2026 13:53
News subject
Deals and strategy
Why this score
Strategic partnership
Company focus
Main company ยท 100%
How it is used
Shown as company news ยท not used in the score
Story strength
Not directional
30-day weight
None ยท 27.3d old
Duplicates
1 consolidated

Earlier company news

RVMD news archive

85 older headlines

Stored newest first for historical research. It starts after the newest three pages above and then continues through older news. Each archive page is loaded only when it is opened.

Older news is kept in the archive

There are 85 older RVMD headlines. Open one page at a time when you need them.

Open older archive

Provider matches checked

Provider mentions not used in the score

5 not scored

A news provider linked these stories to RVMD, but the headline and available text are not mainly about Revolution Medicines Inc. They are kept here for transparency and do not affect the score, confidence, history or wider market totals.

Provider mentions are kept separate

Open the list to see which provider matches were checked and left out of RVMD sentiment.

Open provider mentions

How the page works

How to read the score

The score shows direction

It describes the weighted balance of qualifying headlines. A score of 50 can mean balanced news or that there is not enough evidence; the status label explains which.

Confidence is separate

Confidence measures depth, source breadth, direct relevance, freshness and agreement. It does not rise merely because the tone is extreme.

Price is confirmation

Weekly price response, trend and fair-value position test whether the market is accepting or rejecting the news. They never rewrite the news score.

What the page does

It measures news already published. It is not a forecast, recommendation or price target.

Evidence context