Update shared on 28 Nov 2025
Fair value Increased 0.53%Analysts have modestly raised their price target for Recursion Pharmaceuticals from $6.30 to $6.33 per share. They cite improved forecasted revenue growth and higher profit margins as key drivers behind the update.
What's in the News
- Recursion Pharmaceuticals has appointed Najat Khan, Ph.D., as Chief Executive Officer, effective January 1, 2026. She will succeed Dr. Gibson (Key Developments).
- Dr. Khan previously served as Chief Research and Development Officer and Chief Commercial Officer since July 2024 and has been a board member since April 2024 (Key Developments).
- Before joining Recursion, Dr. Khan held senior data science and strategy roles at Johnson & Johnson, where she contributed to scaling AI across its R&D portfolio (Key Developments).
- Dr. Khan's background includes expertise in data science, AI/ML, and strategy for biopharma and life sciences organizations (Key Developments).
Valuation Changes
- Consensus Analyst Price Target has risen slightly, increasing from $6.30 to $6.33 per share.
- Discount Rate has increased marginally from 7.02% to 7.09%.
- Revenue Growth forecast has climbed significantly, up from 58.99% to 78.75%.
- Net Profit Margin estimate has improved from 14.37% to 16.03%.
- Future P/E ratio has fallen substantially, decreasing from 195.0x to 124.1x.
Disclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.