Piper Sandler Reaffirms Overweight Rating for Arvinas (NASDAQ:ARVN)

Arvinas (NASDAQ:ARVN)‘s stock had its “overweight” rating reiterated by analysts at Piper Sandler in a research report issued to clients and investors on Wednesday,Benzinga reports. They currently have a $20.00 target price on the stock, up from their prior target price of $16.00. Piper Sandler’s price objective would suggest a potential upside of 48.70% from the stock’s previous close.

Several other research firms have also commented on ARVN. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Arvinas in a research note on Monday, December 22nd. Stephens upped their price objective on Arvinas from $14.00 to $15.00 and gave the company an “overweight” rating in a research report on Monday, November 10th. Wall Street Zen raised shares of Arvinas from a “sell” rating to a “hold” rating in a research note on Sunday. Barclays raised their target price on shares of Arvinas from $16.00 to $18.00 and gave the stock an “overweight” rating in a research report on Wednesday, December 17th. Finally, Wells Fargo & Company lowered their price target on shares of Arvinas from $16.00 to $15.00 and set an “overweight” rating for the company in a research report on Thursday, November 6th. Ten research analysts have rated the stock with a Buy rating, eight have issued a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average price target of $13.47.

Arvinas Price Performance

Shares of ARVN stock traded up $1.08 during trading hours on Wednesday, hitting $13.45. The stock had a trading volume of 455,632 shares, compared to its average volume of 793,375. The stock has a market capitalization of $863.76 million, a price-to-earnings ratio of -16.60 and a beta of 1.88. Arvinas has a one year low of $5.90 and a one year high of $18.93. The stock’s 50-day moving average price is $12.37 and its two-hundred day moving average price is $10.51.

Arvinas (NASDAQ:ARVN) last issued its quarterly earnings data on Tuesday, February 24th. The company reported ($1.10) earnings per share (EPS) for the quarter, missing the consensus estimate of ($0.55) by ($0.55). Arvinas had a negative return on equity of 9.77% and a negative net margin of 18.73%.The firm had revenue of $9.50 million for the quarter, compared to analysts’ expectations of $37.26 million. During the same period last year, the company earned ($0.63) earnings per share. The firm’s revenue was down 84.0% on a year-over-year basis. As a group, equities research analysts predict that Arvinas will post -3.81 earnings per share for the current fiscal year.

Insider Activity at Arvinas

In other Arvinas news, CFO Andrew Saik sold 5,134 shares of the firm’s stock in a transaction that occurred 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 sale, the chief financial officer owned 159,267 shares of the company’s stock, valued at $1,893,684.63. This trade represents a 3.12% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, CEO Randy Teel sold 4,403 shares of the stock in a transaction on Friday, February 13th. The shares were sold at an average price of $11.89, for a total transaction of $52,351.67. Following the completion of the sale, the chief executive officer directly owned 154,482 shares of the company’s stock, valued at approximately $1,836,790.98. This trade represents a 2.77% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 16,238 shares of company stock valued at $193,070. Corporate insiders own 4.73% of the company’s stock.

Institutional Trading of Arvinas

A number of institutional investors and hedge funds have recently modified their holdings of ARVN. Invesco Ltd. increased its position in shares of Arvinas by 26.9% during the 4th quarter. Invesco Ltd. now owns 302,100 shares of the company’s stock worth $3,583,000 after purchasing an additional 64,044 shares in the last quarter. Corient Private Wealth LLC bought a new position in shares of Arvinas in the fourth quarter valued at about $127,000. State of Tennessee Department of Treasury bought a new stake in Arvinas during the 4th quarter worth about $323,000. Ikarian Capital LLC increased its position in Arvinas by 58.3% in the 4th quarter. Ikarian Capital LLC now owns 358,257 shares of the company’s stock valued at $4,249,000 after acquiring an additional 132,000 shares in the last quarter. Finally, Voloridge Investment Management LLC acquired a new position in shares of Arvinas during the fourth quarter worth approximately $1,079,000. 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: Company update highlights multiple near‑term clinical catalysts and confirmed cash runway into H2 2028 — management flagged upcoming data readouts for ARV‑102 (LRRK2), ARV‑806 (KRAS G12D) and ARV‑393 (BCL6), initiation of a Phase 1 in healthy volunteers for ARV‑027, and plans to start a Phase 1 for ARV‑6723 mid‑2026. This provides potential value inflection points even after the earnings miss. Arvinas Reports Fourth Quarter and Full Year 2025 Financial Results and Provides Corporate Update
• Positive Sentiment: Analyst writeups and coverage note the company is refocusing its pipeline around those key programs and reiterate the runway into late‑2028, which reduces near‑term financing risk and keeps mid‑2026 data as primary upside triggers. Arvinas outlines 2026 clinical data milestones and maintains cash runway into second half of 2028 amid strategic pipeline focus
• Neutral Sentiment: Street sentiment is cautious — recent analyst consensus is an average “Hold,” indicating limited near‑term analyst conviction despite the upcoming catalysts. Arvinas, Inc. (NASDAQ:ARVN) Given Average Rating of “Hold” by Analysts
• Negative Sentiment: Q4 results significantly disappointed: EPS of ($1.10) vs. a consensus loss of ($0.55) and revenue of $9.5M vs. expectations around $37M — revenue fell ~84% year‑over‑year. The magnitude of the miss and weak top‑line drove the immediate sell‑off and raises near‑term execution questions until clinical readouts arrive. Arvinas, Inc. (ARVN) Reports Q4 Loss, Misses Revenue Estimates

About Arvinas

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.