HC Wainwright Forecasts Arvinas’ Q1 Earnings (NASDAQ:ARVN)

Arvinas, Inc. (NASDAQ:ARVN) – Analysts at HC Wainwright cut their Q1 2026 earnings per share (EPS) estimates for Arvinas in a research note issued on Wednesday, February 25th. HC Wainwright analyst A. Fein now forecasts that the company will earn ($0.89) per share for the quarter, down from their previous forecast of ($0.70). The consensus estimate for Arvinas’ current full-year earnings is ($3.81) per share. HC Wainwright also issued estimates for Arvinas’ Q2 2026 earnings at ($0.86) EPS, Q3 2026 earnings at ($0.90) EPS, Q4 2026 earnings at ($0.85) EPS, FY2026 earnings at ($3.50) EPS, FY2027 earnings at ($3.14) EPS, FY2028 earnings at $3.09 EPS, FY2029 earnings at $1.76 EPS and FY2030 earnings at $5.60 EPS.

Arvinas (NASDAQ:ARVN) last issued its quarterly earnings results on Tuesday, February 24th. The company reported ($1.10) EPS for the quarter, missing analysts’ consensus estimates of ($0.55) by ($0.55). The business had revenue of $9.50 million for the quarter, compared to the consensus estimate of $37.26 million. Arvinas had a negative return on equity of 14.25% and a negative net margin of 30.77%.The business’s revenue was down 84.0% compared to the same quarter last year. During the same quarter last year, the business posted ($0.63) earnings per share.

Other analysts also recently issued research reports about the stock. Wells Fargo & Company decreased their price objective on shares of Arvinas from $16.00 to $15.00 and set an “overweight” rating for the company in a report on Thursday, November 6th. Wall Street Zen raised shares of Arvinas from a “sell” rating to a “hold” rating in a research report on Sunday, February 22nd. Piper Sandler restated an “overweight” rating and set a $20.00 price target (up from $16.00) on shares of Arvinas in a research note on Wednesday. BTIG Research lifted their price target on shares of Arvinas from $10.00 to $14.00 and gave the stock a “buy” rating in a report on Thursday, October 30th. Finally, Wedbush upped their price objective on Arvinas from $9.00 to $11.00 and gave the company a “neutral” rating in a research note on Tuesday. Ten equities research analysts have rated the stock with a Buy rating, eight have given a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat.com, Arvinas currently has an average rating of “Hold” and an average target price of $13.47.

Arvinas Price Performance

NASDAQ ARVN opened at $13.38 on Friday. The business’s fifty day moving average is $12.45 and its 200-day moving average is $10.55. The stock has a market capitalization of $855.78 million, a price-to-earnings ratio of -10.45 and a beta of 1.88. Arvinas has a one year low of $5.90 and a one year high of $18.93.

Insider Activity at Arvinas

In other news, CFO Andrew Saik sold 5,134 shares of the firm’s stock in a transaction on Friday, February 13th. The stock was sold at an average price of $11.89, for a total value of $61,043.26. Following the completion of the transaction, the chief financial officer directly owned 159,267 shares of the company’s stock, valued at $1,893,684.63. This trade represents a 3.12% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Noah Berkowitz sold 5,685 shares of Arvinas stock in a transaction on Friday, February 13th. The shares were sold at an average price of $11.89, for a total value of $67,594.65. Following the completion of the transaction, the insider owned 163,938 shares of the company’s stock, valued at approximately $1,949,222.82. This trade represents a 3.35% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 22,132 shares of company stock worth $264,741. Corporate insiders own 4.73% of the company’s stock.

Institutional Investors Weigh In On Arvinas

Several hedge funds and other institutional investors have recently modified their holdings of ARVN. Monaco Asset Management SAM boosted its position in shares of Arvinas by 185.6% during the 2nd quarter. Monaco Asset Management SAM now owns 900,936 shares of the company’s stock valued at $6,631,000 after acquiring an additional 585,477 shares during the last quarter. Acadian Asset Management LLC increased its position in shares of Arvinas by 791.1% in the second quarter. Acadian Asset Management LLC now owns 1,427,832 shares of the company’s stock worth $10,498,000 after purchasing an additional 1,267,593 shares during the last quarter. Campbell & CO Investment Adviser LLC raised its stake in Arvinas by 307.7% in the third quarter. Campbell & CO Investment Adviser LLC now owns 223,576 shares of the company’s stock valued at $1,905,000 after purchasing an additional 168,744 shares in the last quarter. Nordea Investment Management AB lifted its position in Arvinas by 28.7% during the third quarter. Nordea Investment Management AB now owns 557,742 shares of the company’s stock valued at $4,730,000 after purchasing an additional 124,254 shares during the last quarter. Finally, SG Americas Securities LLC bought a new stake in Arvinas during the second quarter valued at approximately $390,000. 95.19% of the stock is currently owned by institutional investors.

Key Stories Impacting Arvinas

Here are the key news stories impacting Arvinas this week:

• Positive Sentiment: Piper Sandler reiterated an “overweight” rating and raised its price target to $20, signaling meaningful upside versus the current price. Read More.
• Positive Sentiment: Media coverage highlighted Arvinas’ PROTAC pipeline and upcoming clinical catalysts, which helped lift futures sentiment and investor interest. Read More.
• Positive Sentiment: Company commentary confirmed 2026 clinical-data milestones and a cash runway into the second half of 2028, lowering near-term financing risk for ongoing programs. Read More.
• Neutral Sentiment: Benzinga summarized several recent analyst actions and commentary on ARVN; it aggregates views rather than providing new catalysts. Read More.
• Neutral Sentiment: Street consensus remains mixed — MarketBeat/AmericanBankingNews show a consensus “Hold” despite multiple buy/overweight calls, so analyst sentiment is not uniform. Read More.
• Neutral Sentiment: Reported short-interest figures for February contain anomalies (0 shares / NaN), so short-interest/read-throughs are unreliable until corrected data is published. (Data report entry)
• Negative Sentiment: Q4 results were a clear negative: ARVN missed EPS and revenue estimates, with revenue down ~84% y/y — that earnings miss is the primary fundamental pressure on the stock. Read More.
• Negative Sentiment: Insider selling: CEO Randy Teel sold 4,786 shares and CAO David K. Loomis sold 1,108 shares on Feb. 23 — modest reductions that can be perceived negatively by some investors. Read More. • Read More.

Arvinas Company Profile

Arvinas, Inc (NASDAQ: ARVN) is a biopharmaceutical company focused on the development of therapies based on targeted protein degradation. Utilizing its proprietary proteolysis-targeting chimera (PROTAC®) platform, Arvinas aims to selectively eliminate disease-causing proteins rather than merely inhibit their activity. This novel approach has the potential to address a range of diseases, including oncology, neurodegeneration and inflammation, by harnessing the body’s natural protein-recycling systems.

The company’s most advanced clinical candidates address hormone-driven cancers.