Recursion Pharmaceuticals

Moving from "Science Fiction" to "Science Fact" – A Bullish Valuation Case

Talos

Invested

Community Contributor

Published

02 Dec 25

Updated

25 Feb 26

Views

470

25 Feb

US$2.96

Talos's Fair Value

US$8.38

64.7% undervalued

-27.7%

-3.0%

-27.7%

-3.0%

You can edit this narrative until Feb 26 7:55 PM. Then, changes will post as Updates.

Author's Valuation

US$8.3864.7% undervalued

Talos's Fair Value

Shared on 25 Feb 26

Fair value Decreased 33%

Moving from "Science Fiction" to "Science Fact": Recursion’s Q4 Validates a Hyper-Growth Inflection Point

Recursion Pharmaceuticals ($RXRX) has spent years being categorized as a "science project"—a high-tech platform promising to revolutionize drug discovery with AI. However, following the Q4 and Full-Year 2025 earnings report and the inaugural strategic pivot led by new CEO Najat Khan, Ph.D., that narrative has fundamentally shifted.

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Valuator

Company Info

Notes

Talos'sFair Value

US$8.38

64.7% undervalued

Future estimation in

Revenue

Profit Margin

Future PE

Est. Revenue

Forecast revenue growth rate

31.30%

Historical revenue growth rate

31.89%

Biotech revenue growth rate

7.80%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

Decrease

Increase

Current discount rate

7.16%

Calculation

US$300.14m

Earnings '31

30.00x

PE Ratio '31

US$9.00b

Market Cap '31

US$9.00b

Market Cap '31

731.10m

No. shares '31

US$12.32

Share Price '31

US$12.32 Share Price '31

Discounted to 2026 @ 8.00% p.a.

US$8.38

Fair Value '26