Arvinas, Inc.

Arvinas, Inc.

ARVNยทNASDAQ

$7.70

-3.8%
HealthcareBiotechnology

Arvinas, Inc., a clinical-stage biopharmaceutical company, engages in the discovery, development, and commercialization of therapies to degrade disease-causing proteins. Its lead product candidates include Bavdegalutamide, a proteolysis targeting chimera (PROTAC) protein degrader that is in phase I clinical trial targeting the androgen receptor (AR) protein for the treatment of men with metastatic castration-resistant prostate cancer (mCRPC); ARV-471, a PROTAC protein degrader targeting the estrogen receptor protein for the treatment of patients with metastatic ER positive/HER2 negative breast cancer; and ARV-766 an investigational orally bioavailable PROTAC protein degrader for the treatment of men with mCRPC. The company has collaborations with Pfizer Inc., Genentech, Inc., F. Hoffman-La Roche Ltd., and Bayer AG. Arvinas, Inc. was founded in 2013 and is based in New Haven, Connecticut.

At a Glance

Live Snapshot
Market Cap$496.81M
EPS-1.2800
P/E Ratio-6.02
Earnings Date07/30/2026
arvn

Arvinas, Inc. Street Expectations Map

ARVN ยท NASDAQ

Wall Street analysts project that ARVN stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 14.75, with estimates ranging from a low of 10.00 to a high of 20.00.

Lowest Target
10.00
29.87%
Consensus Target
14.75
91.56%
Highest Target
20.00
159.74%

The consensus 1-year price target stands at 14.75, with estimates ranging from a low of 10.00 to a high of 20.00.

Analyst Consensus Analysis

Upside Potential

+91.6%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

67.8% spread

High uncertainty. Very wide target spread indicates significant disagreement among analystsโ€”major valuation uncertainty or transformation underway.

Analyst Conviction

Low

High uncertainty: Wide dispersion indicates analysts struggle to agree on valuationโ€”proceed with caution and independent analysis.

Market Sentiment Insight

High risk, high reward: Substantial upside potential exists, but wide analyst disagreement signals execution risk or unclear catalysts. Thorough due diligence essential before committing capital.

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Arvinas, Inc. Forward Estimates of Revenue

ARVN ยท NASDAQ
Latest Revenue
262.60M
FY 2025
Avg Estimate
98.23M
FY 2026
Estimate Range
58.96M - 148.92M
Analyst Spread

Forward Growth Analysis

Projected Growth-62.6%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage12 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread92%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookCautious

Analyst skepticism evidentโ€”carefully evaluate risks before investment decisions.

Key Insight

Declining estimates with wide disagreement: Analysts projecting contraction without consensus signals significant business uncertaintyโ€”exercise caution.

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Arvinas, Inc. Forward Estimates of Net Income

ARVN ยท NASDAQ
Latest Net Income
-80.80M
FY 2025
Avg Estimate
-219.79M
FY 2026
Estimate Range
-365.16M - -123.08M
Analyst Spread

Forward Growth Analysis

Projected Growth-172.0%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage12 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread110%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookCautious

Analyst skepticism evidentโ€”carefully evaluate risks before investment decisions.

Key Insight

Declining estimates with wide disagreement: Analysts projecting contraction without consensus signals significant business uncertaintyโ€”exercise caution.

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Arvinas, Inc. Forward Estimates of EPS

ARVN ยท NASDAQ
Latest EPS
-1.28
FY 2025
Avg Estimate
$-3.00
FY 2026
Estimate Range
$-5.08 - $-1.71
Analyst Spread

Forward Growth Analysis

Projected Growth-134.7%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage12 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread112%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookCautious

Analyst skepticism evidentโ€”carefully evaluate risks before investment decisions.

Key Insight

Declining estimates with wide disagreement: Analysts projecting contraction without consensus signals significant business uncertaintyโ€”exercise caution.

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Arvinas, Inc. Forward Estimates of EBIT

ARVN ยท NASDAQ
Latest EBIT
-80.50M
FY 2025
Avg Estimate
-97.25M
FY 2026
Estimate Range
-147.43M - -58.37M
Analyst Spread

Forward Growth Analysis

Projected Growth-20.8%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage12 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread92%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookCautious

Analyst skepticism evidentโ€”carefully evaluate risks before investment decisions.

Key Insight

Declining estimates with wide disagreement: Analysts projecting contraction without consensus signals significant business uncertaintyโ€”exercise caution.

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Arvinas, Inc. Forward Estimates of EBITDA

ARVN ยท NASDAQ
Latest EBITDA
-75.30M
FY 2025
Avg Estimate
-96.75M
FY 2026
Estimate Range
-146.68M - -58.07M
Analyst Spread

Forward Growth Analysis

Projected Growth-28.5%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage12 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread92%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookCautious

Analyst skepticism evidentโ€”carefully evaluate risks before investment decisions.

Key Insight

Declining estimates with wide disagreement: Analysts projecting contraction without consensus signals significant business uncertaintyโ€”exercise caution.

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Arvinas, Inc. Forward Estimates of SG&A Expense

ARVN ยท NASDAQ
Latest SG&A Expense
89.40M
FY 2025
Avg Estimate
100.97M
FY 2026
Estimate Range
60.60M - 153.07M
Analyst Spread

Forward Growth Analysis

Projected Growth+12.9%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage12 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread92%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

High forecast uncertainty: Wide estimate range indicates analysts struggling to predict outcomesโ€”suggests elevated risk and potential volatility.

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Arvinas, Inc. Insider Positioning

ARVN ยท NASDAQ

During the last 12 months, insiders have purchased $495K and sold $862K worth of ARVN shares, resulting in $366K of net selling activity.

3 Months

Bought

20.0K

268.07K

Sold

52.1K

523.47K

Net Activity

-255K

-$255K

3-6 Months

Bought

0

0.00

Sold

27.7K

335.83K

Net Activity

-336K

-$336K

6-9 Months

Bought

30.0K

227.01K

Sold

230

2.27K

Net Activity

+225K

+$225K

9-12 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

Top Buyers

1
MB

Morrison Briggs

Director

50.0K sharesโ€ข2 transactions

$495K

Top Sellers

1
BN

Berkowitz Noah

Officer: Chief Medical Officer

23.2K sharesโ€ข3 transactions

$249K

2
SA

Saik Andrew

Officer: Chief Financial Officer

16.3K sharesโ€ข2 transactions

$172K

3
TR

Teel Randy

Director, Officer: President And Ceo

16.3K sharesโ€ข3 transactions

$168K

4
CAM

Cacace Angela M

Officer: Chief Scientific Officer

15.3K sharesโ€ข3 transactions

$163K

5
HJG

Houston John G

Director

4.7K sharesโ€ข1 transactions

$62K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Slightly bearish with $366K net selling. Selling modestly exceeds buying, which could be routine diversification rather than concern.

Buy/Sell Ratio

0.57:1

Moderately negative ratio. Selling is roughly double the buying, which may be routine or signal caution.

Recent Trend (3 Months)

$255K

Negative recent trend with net selling. Insiders have reduced positions in recent months, which could signal caution.

Insider Participation

High Selling

5 insider sellers vs. 1 buyers. Widespread selling across multiple insiders may signal concerns.