REVOLUTION Medicines Inc (RVMD)
NASDAQHealth CareBiotechnologySnapshot 2026-10-30
$191.31+0.55%
Close 2026-10-30 · 1-day change
NASDAQHealth CareBiotechnologySnapshot 2026-10-30
Research Workspace
Put RVMD beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Biotechnology is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Manage operating expenses within $1.7 to $1.8 billion in 2026: Comparison needs review.
View ThesisMiddle-of-the-pack quality for its industry.
View QualityMiddle-of-the-pack management execution.
View ManagementThis stock is volatile — it swings about 1% on a typical day and fell roughly 25% in its worst 12-month stretch.
View RiskRVMD’s bet is advancing daraxonrasib and other cancer drugs through clinical development. Its latest quarter missed, and revenue growth is not reported here. Q2 FY2026 GAAP earnings were -3.06 per share, a 58.5% miss. The desk flags weak recent financial performance. The desk provides no usable valuation multiple, so price expectations lack that anchor. Its read says the price roughly matches forecast growth. The model puts next-quarter miss probability at 67%. The thesis warning cites a 2026 operating-expense target, but says comparison needs review. Peer multiples imply a price about 20% above where it trades. This read is provisional.
Trailing returns as of 2026-10-30. RVMD is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 25 analysts currently covering RVMD (as of Oct 2026).
Based on 17 Wall Street analysts offering 12-month price targets for RVMD in the last 4 months.
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Compare RVMD with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| RVMD Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 1 valuation methods, at three horizons. As of 2026-10-30. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Biotechnology — fair value, gap to price, and forward P/E.
Compare the value case
Put RVMD next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Advance clinical development of zoldonrasib and elironrasib in NSCLC and PDAC
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
Current $191.31
The last 12 months of price, then the range of analyst 12-month targets from today’s $191.31.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Bottom 25% on quality vs scored peers
TTM earnings are negative. P/E-based methods drop out and the estimate leans on sales- and cash-flow-based methods. A data condition, not a forward call.
EU backing supports zoldonrasib's clinical development in PDAC.
Advances: Advance clinical development and regulatory approval of daraxonrasib
Promising results support daraxonrasib's clinical development.
Advances: Advance clinical development of zoldonrasib and elironrasib in NSCLC and PDAC
FDA approval supports zoldonrasib's clinical development in PDAC.
Advances: Advance clinical development and regulatory approval of daraxonrasib
FDA approval significantly boosts daraxonrasib's growth potential.
Advances: Advance clinical development and regulatory approval of daraxonrasib
Price target increase reflects confidence in FDA approval.
Advances: Advance clinical development and regulatory approval of daraxonrasib
Phase 3 deal supports clinical development of daraxonrasib.
Concerns about valuation could impact investor confidence.
Publication of clinical data is a significant validation.
