Arvinas (NASDAQ:ARVN) Stock Price Up 9% – What’s Next?

Arvinas, Inc. (NASDAQ:ARVN) shares traded up 9% during mid-day trading on Wednesday . The stock traded as high as $13.68 and last traded at $13.48. 291,105 shares traded hands during trading, a decline of 63% from the average session volume of 788,362 shares. The stock had previously closed at $12.37.

Arvinas News Roundup

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 current levels. Read More.
• Positive Sentiment: HC Wainwright raised longer‑range earnings projections for FY2028–FY2030 (FY2028 to $3.09, FY2029 to $1.76, FY2030 to $5.60), implying stronger late‑cycle profitability if clinical/program milestones are met. Read More.
• Positive Sentiment: Institutional investors increased positions in Q4 (Invesco, Ikarian among buyers), which can support liquidity and indicate some investor confidence in the pipeline. Read More.
• Neutral Sentiment: Street consensus remains mixed (MarketBeat shows a “Hold” consensus with a $13.47 average target), so analyst moves are not uniform — upgrades from some firms may not sway broader sentiment. Read More.
• Neutral Sentiment: Reported short‑interest figures in recent updates appear to be erroneous (showing 0 shares/NaN), so short‑interest/read‑through risk is unclear until corrected data is published. (data report)
• Negative Sentiment: HC Wainwright sharply cut near‑term estimates (Q1–Q4 2026 and FY2026/FY2027 EPS downgraded), lowering expected profitability this year and next — a near‑term negative catalyst for the stock. Read More.
• Negative Sentiment: Q4 2025 results were a clear negative: EPS and revenue missed materially (reported -$1.10 EPS vs. -$0.55 expected; revenue $9.5M vs. $37.3M expected), which is the primary driver pressuring the share price. Read More.
• Negative Sentiment: Insider sales: CEO Randy Teel and CAO David Loomis sold shares on Feb. 23 (modest reductions). Insider selling can be perceived negatively even when routine; filings: Read More., Read More.

Analyst Upgrades and Downgrades

Several brokerages recently weighed in on ARVN. Piper Sandler reiterated an “overweight” rating and issued a $20.00 price objective (up from $16.00) on shares of Arvinas in a research report on Wednesday. Wedbush lifted their price target on Arvinas from $9.00 to $11.00 and gave the company a “neutral” rating in a report on Tuesday. Weiss Ratings reiterated a “sell (d-)” rating on shares of Arvinas in a research report on Monday, December 22nd. Wall Street Zen upgraded Arvinas from a “sell” rating to a “hold” rating in a research report on Sunday, February 22nd. Finally, Barclays lifted their target price on Arvinas from $16.00 to $18.00 and gave the company an “overweight” rating in a research note on Wednesday, December 17th. Ten equities research analysts have rated the stock with a Buy rating, eight have given a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat, Arvinas currently has an average rating of “Hold” and an average target price of $13.47.

Arvinas Price Performance

The stock has a market cap of $848.76 million, a P/E ratio of -10.37 and a beta of 1.88. The company has a fifty day moving average of $12.45 and a 200 day moving average of $10.55.

Arvinas (NASDAQ:ARVN) last posted its quarterly earnings data on Tuesday, February 24th. The company reported ($1.10) EPS for the quarter, missing analysts’ consensus estimates of ($0.55) by ($0.55). The firm had revenue of $9.50 million during 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 firm’s quarterly revenue was down 84.0% on a year-over-year basis. During the same period in the prior year, the firm posted ($0.63) EPS. As a group, analysts anticipate that Arvinas, Inc. will post -3.81 EPS for the current year.

Insiders Place Their Bets

In other news, insider Noah Berkowitz sold 5,685 shares of the firm’s stock in a transaction dated Friday, February 13th. The shares were sold at an average price of $11.89, for a total transaction of $67,594.65. Following the completion of the transaction, the insider owned 163,938 shares in the company, valued at approximately $1,949,222.82. This trade represents a 3.35% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this link. Also, CFO Andrew Saik sold 5,134 shares of Arvinas stock in a transaction that occurred on Friday, February 13th. The stock was sold at an average price of $11.89, for a total transaction of $61,043.26. Following the completion of the transaction, the chief financial officer directly owned 159,267 shares in the company, valued at $1,893,684.63. This represents a 3.12% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 22,132 shares of company stock worth $264,741. 4.73% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On Arvinas

A number of institutional investors and hedge funds have recently modified their holdings of the stock. Invesco Ltd. boosted its position in shares of Arvinas by 26.9% in the 4th quarter. Invesco Ltd. now owns 302,100 shares of the company’s stock valued at $3,583,000 after purchasing an additional 64,044 shares during the period. Corient Private Wealth LLC purchased a new stake in Arvinas during the fourth quarter valued at about $127,000. State of Tennessee Department of Treasury purchased a new stake in Arvinas during the fourth quarter valued at about $323,000. Ikarian Capital LLC boosted its holdings in shares of Arvinas by 58.3% in the fourth quarter. Ikarian Capital LLC now owns 358,257 shares of the company’s stock worth $4,249,000 after buying an additional 132,000 shares during the period. Finally, Voloridge Investment Management LLC purchased a new position in shares of Arvinas in the fourth quarter worth approximately $1,079,000. Institutional investors and hedge funds own 95.19% of the company’s stock.

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.