RVMD
Revolution MedicinesDNasdaq / Pharmaceuticals, Biotechnology & Life Sciences
Last Price
At close
2026-07-20
Current thesis
The bull case remains that the RASolute 302 survival data materially advanced daraxonrasib toward a filing path and that the May 6 Q1 update kept the clinical and funding story intact, with roughly $2.1 billion of April net proceeds added after the Q1 balance-sheet date. [#10-Q-2026-05-06]
Posture
Defensive
Lead driver
Momentum
What changed
Momentum remains the lead driver in the composite, 7D delta +0.6.
What can break
Clinical success still has to convert into an NDA and approval; the 10-Q notes FDA/CNPV timing and acceptance are not assured even if the company intends to use RASolute 302 in a future filing. [#10-Q-2026-05-06]
Momentum
93
Value
41
Sentiment
19
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $132.00 · Bull $165.00 · Bear $105.00
Data freshness
Prices
As of 2026-07-20
Fundamentals
As of 2026-07-20 • Vendor: Data Vendor v1
Scores
As of 2026-07-20 • Model: HYBRID_IC_RP
AI Memo
As of 2026-05-08 • Model: RankAlpha Sentiment Codex
Investment thesisAs of 2026-07-20
Investment thesis
As of 2026-07-20
Supporting evidence
What
Grade D · Defensive
Confidence Medium · Net Neutral
Target $200.38
Why
Momentum93 · Δ7d +0.6
Value41 · Δ7d +0.0
Sentiment19 · Δ7d -1.7
So what
Weak posture (Net Neutral). Prioritize risk control and patience.
Lead driver: Momentum · See technicals
Momentum
93
26% active weight
Current posture
7d trendFlat
Δ7d
+0.6
Δ21d
+1.0
Value
41
39% active weight
Current posture
7d trendFlat
Δ7d
+0.0
Δ21d
-0.1
Sentiment
19
34% active weight
Current posture
7d trendSoftening
Δ7d
-1.7
Δ21d
-3.1
Why this grade
Composite grade D. Momentum 93.5 / Value 41.1 / Sentiment 19.2
Fundamentals (TTM)As of 2026-07-20
Fundamentals (TTM)
As of 2026-07-20
Market Cap
$38.35B
Beta
1.00
Shares Out
212.6M
P/E (TTM) · Derived
-30.3
P/S (TTM)
-
P/FCF (TTM) · Derived
-32.63
Rev YoY
-100.0%
EPS YoY
+102.0%
Gross Margin
-1420.9%
Op Margin
-88409.3%
Net Debt
-$1.6B
Current Ratio
6.80
As of 2026-07-20 • Updated nightlySource: Internal modelMethodology