Revolution Medicines (RVMD) Stock Forecast & Price Target

Revolution Medicines, Inc. is showing promising potential due to its strong pipeline, particularly with the SHP2 inhibitor, daraxonrasib, which has reported impressive overall survival rates of 15.6 months and 17.7 months in pancreatic and lung cancer second-line patients, respectively. The company is poised for significant upside as success in Phase III trials is anticipated, alongside regulatory acceleration facilitated by a voucher awarded under the FDA’s CNPV program, potentially leading to expedited approval processes. Analysts project that daraxonrasib’s broad applicability could result in $7.5 billion in sales by 2034, reflecting a substantial revenue opportunity amidst a competitive KRAS therapy landscape, especially if efficacy continues to outperform existing treatments.

Revolution Medicines Inc. reported a net loss of $305 million for 3Q25, translating to an earnings per share (EPS) of -$1.61, which was approximately 13% lower than consensus estimates primarily due to higher than anticipated research and development and selling, general, and administrative expenses. The potential for setbacks arising from unexpected safety events, weaker efficacy, or challenges in pharmacokinetics and pharmacodynamics could materially hinder the company's ability to advance its clinical trials and reduce the likelihood of successful product commercialization. Additionally, the competitive landscape, along with the risk of regulatory approval failures and delays associated with their KRAS inhibitors, could significantly limit future revenue generation and further exacerbate the financial outlook for the company.