Recursion Pharmaceuticals, Inc.

Informe acción NasdaqGS:RXRX

Capitalización de mercado: US$1.8b

Recursion Pharmaceuticals Dirección

Dirección controles de criterios 1/4

El CEO de Recursion Pharmaceuticals es Najat Khan , nombrado en Jan 2026, tiene una permanencia de menos de un año. compensación anual total es $9.19M, compuesta por 3.1% salario y 96.9% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.008% de las acciones de la empresa, por valor de $137.24K. La antigüedad media del equipo directivo y de la junta directiva es de 1.5 años y 10.6 años, respectivamente.

Información clave

Najat Khan

Chief Executive Officer (CEO)

US$9.2m

Compensación total

Porcentaje del salario del CEO3.10%
Permanencia del CEOless than a year
Participación del CEO0.008%
Permanencia media de la dirección1.5yrs
Promedio de permanencia en la Junta Directiva10.6yrs

Actualizaciones recientes de la dirección

Recent updates

News Flash: 9 Analysts Think Recursion Pharmaceuticals, Inc. (NASDAQ:RXRX) Earnings Are Under Threat

May 04
News Flash: 9 Analysts Think Recursion Pharmaceuticals, Inc. (NASDAQ:RXRX) Earnings Are Under Threat

Recursion Pharmaceuticals! WTH is going on?

Recursion Pharmaceuticals (RXRX) one day will be the Palantir of biotechnology! With the CMO transitioning out as well as the former CEO RXRX now has a chance to take off!

Recursion Pharmaceuticals May Be Losing Ground To Its Peers

Apr 28

RXRX: Later Launch And Higher Costs Will Set Up Cleaner Upside

Analysts have trimmed their price target on Recursion Pharmaceuticals to $6 from $7, citing updated operating expense and share count assumptions, as well as a later expected launch timeline for REC-617. Analyst Commentary Bullish analysts point out that the recent cut to a US$6 price target still reflects confidence in Recursion Pharmaceuticals reaching key development milestones over time, even with updated expense forecasts and a later expected REC-617 launch.

Recursion Pharmaceuticals! WTH is going on?

I was very pessimistic about RXRX! I am now extremely optimistic and here’s why!

RXRX: Later Launch Assumptions Will Set Up Cleaner Long Term Upside

Analysts recently trimmed their 12 month price target for Recursion Pharmaceuticals to $6 from $7, citing revised operating expense assumptions, a higher share count, and a later expected launch timing for REC-617. Analyst Commentary Recent commentary around Recursion Pharmaceuticals has focused on updated assumptions for operating expenses, a higher share count, and a later expected launch for REC-617.

RXRX: Later Launch And Cleaner Model Assumptions Will Support Long Term Upside

Analysts have lowered their price target on Recursion Pharmaceuticals to $6 from $7, citing updated operating expense assumptions, a revised share count, and a later expected launch timing for REC-617. Analyst Commentary While the latest research includes a lower price target, recent commentary still highlights areas where bullish analysts see room for Recursion Pharmaceuticals to execute and create value over time.

RXRX: FAP Data And Cautious Outlook Will Support Long Term Thesis

Analysts have trimmed their price target for Recursion Pharmaceuticals to $6 from $7, citing revised estimates, updated operating expense and share count assumptions, and a later expected launch for REC-617. Analyst Commentary Recent commentary points to a more cautious tone on Recursion Pharmaceuticals, with the latest price target reset to reflect updated expense planning, share count expectations, and a later potential launch for REC-617.

Recursion Pharmaceuticals! WTH is going on?

As I see what RXRX did in the 4th quarter I now believe they will be the Palantir of biotechnology one day! Najat Khan the new CEO will lead this company out of the hole created by the former CEO into greatness!

RXRX: FAP Trial Success Will Support Future Margin Expansion Potential

Analysts have maintained their $7.00 price target on Recursion Pharmaceuticals, citing broadly consistent long term assumptions and only minor adjustments to the discount rate, profit margin outlook, and future P/E multiple. What's in the News Recursion reported positive Phase 1b/2 data from the ongoing TUPELO trial of REC-4881, an allosteric MEK1/2 inhibitor being studied for familial adenomatous polyposis, with REC-4881 4 mg QD linked to rapid clinical activity in the trial population (Key Developments).

RXRX: Positive FAP Trial Data Will Support Stronger Long Term Thesis

Analysts have raised their price target on Recursion Pharmaceuticals to US$11.00, citing updated assumptions around discount rate, revenue growth, profit margin and future P/E as the key drivers of the change. What's in the News Recursion reported positive Phase 1b/2 data from the ongoing TUPELO trial of REC-4881, an investigational allosteric MEK1/2 inhibitor for familial adenomatous polyposis.

RXRX: Positive FAP Trial Results Will Support Future Margin Expansion

Analysts have modestly adjusted their price target on Recursion Pharmaceuticals, citing updated assumptions around the discount rate, long-term revenue growth, profit margin, and future P/E. Together, these revisions lead to a refined fair value estimate of US$7.00 per share.

RXRX: Positive FAP Trial Data Will Support Stronger Long Term Thesis

Analysts have lifted their fair value estimate for Recursion Pharmaceuticals from US$10.00 to US$11.00, citing updated assumptions around revenue growth, profit margin, and future P/E levels as key drivers of the new target. What's in the News Recursion reported positive Phase 1b/2 TUPELO trial data for REC-4881 in familial adenomatous polyposis, with 75% of evaluable patients showing reductions in total polyp burden and a 43% median reduction after 12 weeks of treatment (Key Developments).

RXRX: Positive TUPELO Data Will Drive Future AI-Enabled Margin Expansion

Analysts have raised their price target on Recursion Pharmaceuticals by approximately 10 percent to around 7.00 dollars per share, citing a modestly higher fair value estimate despite tempered revenue growth assumptions. What's in the News Announced positive Phase 1b/2 TUPELO trial data for REC-4881 in familial adenomatous polyposis, with 75 percent of evaluable patients showing reduced total polyp burden and a 43 percent median reduction after 12 weeks of treatment (Key Developments).

RXRX: New CEO Appointment Will Spark Stronger Margins And AI-Driven Momentum

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.

RXRX: Leadership Change Will Drive Future Opportunity Amid Accelerating Revenue Outlook

Analysts have lowered their price target for Recursion Pharmaceuticals from $6.47 to $6.30, citing adjustments in projected discount rates and profit margins despite stronger expected revenue growth. What's in the News Dr. Najat Khan has been appointed as Chief Executive Officer of Recursion Pharmaceuticals, effective January 1, 2026 (Key Developments).

Recursion Pharmaceuticals, Inc. (NASDAQ:RXRX) Just Reported Third-Quarter Earnings And Analysts Are Lifting Their Estimates

Nov 07
Recursion Pharmaceuticals, Inc. (NASDAQ:RXRX) Just Reported Third-Quarter Earnings And Analysts Are Lifting Their Estimates

Recursion: FDA To Replace Animal Testing With AI? - A Small But Necessary Win

Apr 11

Recursion: A Look At Near-Term Phase 1b And Phase 2 Catalysts

Mar 27
User avatar

REC-617 And REC-994 Trials Will Drive Future AI-Driven Drug Discovery Success

Successful clinical trials and expanded pipeline indicate promising future revenue growth and earnings from potential drug market entries.

Recursion Pharmaceuticals: Stretched Thin And Chasing Unicorns

Mar 12

This Just In: Analysts Are Boosting Their Recursion Pharmaceuticals, Inc. (NASDAQ:RXRX) Outlook for This Year

Mar 02
This Just In: Analysts Are Boosting Their Recursion Pharmaceuticals, Inc. (NASDAQ:RXRX) Outlook for This Year

Recursion Pharmaceuticals Needs A Clinical Breakthrough To Pique Interest

Feb 14

Recursion: Investors Will Need To Be Patient

Jan 10

Recursion Pharmaceuticals, Inc. (NASDAQ:RXRX) Stock Rockets 27% As Investors Are Less Pessimistic Than Expected

Dec 25
Recursion Pharmaceuticals, Inc. (NASDAQ:RXRX) Stock Rockets 27% As Investors Are Less Pessimistic Than Expected

Recursion: Undruggable CDK12 Protein Target Might Be Possible With REC-1245

Dec 09

Recursion: No News Isn't Good News When It Comes To Vanilla Pipeline

Nov 20

Analysts Are Betting On Recursion Pharmaceuticals, Inc. (NASDAQ:RXRX) With A Big Upgrade This Week

Nov 10
Analysts Are Betting On Recursion Pharmaceuticals, Inc. (NASDAQ:RXRX) With A Big Upgrade This Week

Recursion Pharmaceuticals, Inc.'s (NASDAQ:RXRX) Share Price Could Signal Some Risk

Nov 08
Recursion Pharmaceuticals, Inc.'s (NASDAQ:RXRX) Share Price Could Signal Some Risk

Recursion: AI Is Only As Good As The Data

Sep 11

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Najat Khan en comparación con los beneficios de Recursion Pharmaceuticals?
FechaCompensación totalSalarioIngresos de la empresa
Mar 31 2026n/an/a

-US$560m

Dec 31 2025n/an/a

-US$645m

Sep 30 2025n/an/a

-US$716m

Jun 30 2025n/an/a

-US$649m

Mar 31 2025n/an/a

-US$575m

Dec 31 2024US$9mUS$285k

-US$464m

Compensación vs. Mercado: La compensación total de Najat($USD9.19M) está por encima de la media de empresas de tamaño similar en el mercado US ($USD5.48M).

Compensación vs. Ingresos: Datos insuficientes para comparar la compensación de Najat con los resultados de la empresa.


CEO

Najat Khan (41 yo)

less than a year
Permanencia
US$9,194,804
Compensación

Dr. Najat Khan, Ph D is Chief Executive Officer and President of Recursion Pharmaceuticals, Inc. January 1, 2026. She was Chief R&D Officer and Chief Commercial Officer of Recursion Pharmaceuticals, Inc. f...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Christopher Gibson
Co-Founder12.5yrsUS$8.50m1.04%
$ 18.4m
Najat Khan
CEO, President & Directorless than a yearUS$9.19m0.0077%
$ 137.2k
Ben Taylor
CFO & President of Recursion UK1.5yrsUS$8.59m0.049%
$ 867.4k
David Mauro
Advisor2.9yrsUS$1.93m0.014%
$ 251.2k
Kristen Rushton
Chief Operating Officer1.5yrssin datossin datos
Benjamin Mabey
Chief Technology Officer6.3yrssin datossin datos
David Hallett
Chief Scientific Officer1.5yrssin datos0.072%
$ 1.3m
Nathan Hatfield
Chief Legal Officer & Corporate Secretary2.6yrssin datossin datos
Ryan Kelly
Chief Communications Officerno datasin datossin datos
Erica Fox
Chief People and Impact Officer1.5yrssin datossin datos
Matthew Kinn
Chief Business Officer1.5yrssin datossin datos
Sid Jain
Senior Vice President of Clinical Development & Data Scienceless than a yearsin datossin datos
1.5yrs
Permanencia media
45yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de RXRX no se considera experimentado ( 1.5 años antigüedad media), lo que sugiere un nuevo equipo.


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Christopher Gibson
Co-Founder12.5yrsUS$8.50m1.04%
$ 18.4m
Najat Khan
CEO, President & Director2.1yrsUS$9.19m0.0077%
$ 137.2k
Robert Lollini
Member of Business Advisory Panel11.5yrssin datossin datos
H. Fell
Member of Business Advisory Panel11.9yrssin datossin datos
Joseph Miletich
Chairman of Therapeutics Advisory Board4.8yrssin datossin datos
Robert Hershberg
Vice-Chairman & Lead Independent Director6.2yrsUS$316.48k0.0098%
$ 174.3k
Dean Li
Directorless than a yearUS$296.73k0.61%
$ 10.8m
Blake Borgeson
Independent Director13.3yrsUS$294.98k1.18%
$ 20.9m
Anne Carpenter
Member of Scientific and Technical Advisory Board12.1yrssin datossin datos
Kirk Thomas
Member of Scientific & Technical Advisory Board12.1yrssin datossin datos
Zavain Dar
Independent Director9.7yrsUS$304.23k0.024%
$ 422.0k
Elaine Sun
Independent Director1.2yrssin datossin datos
10.6yrs
Permanencia media
57.5yo
Promedio de edad

Junta con experiencia: Los miembros de la junta directiva de RXRX son experimentados ( 10.6 años antigüedad media).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/06 01:51
Precio de las acciones al final del día2026/05/06 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Recursion Pharmaceuticals, Inc. está cubierta por 13 analistas. 8 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Gal MundaBerenberg
Gaurav GoparajuBerenberg
Alec StranahanBofA Global Research