Recursion Pharmaceuticals (RXRX) Aperçu de l'action
Recursion Pharmaceuticals, Inc, une société de biotechnologie au stade clinique, s'engage dans le décodage de la biologie et de la chimie en intégrant des innovations technologiques dans les domaines de la biologie, de la chimie, de l'automatisation, de la science des données et de l'ingénierie afin d'industrialiser la découverte de médicaments aux États-Unis et au Royaume-Uni. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 3/6 |
| Croissance future | 2/6 |
| Performances passées | 0/6 |
| Santé financière | 5/6 |
| Dividendes | 0/6 |
Récompenses
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Analyst Price Targets
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Recursion Pharmaceuticals, Inc. Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$3.26 |
| Plus haut sur 52 semaines | US$7.18 |
| Plus bas sur 52 semaines | US$2.80 |
| Bêta | 1.05 |
| Variation sur 1 mois | -0.61% |
| Variation sur 3 mois | -15.32% |
| Variation sur 1 an | -29.74% |
| Variation sur 3 ans | -41.79% |
| Variation sur 5 ans | -85.07% |
| Évolution depuis l'introduction en bourse | -89.58% |
Nouvelles et mises à jour récentes
Article d'analyse • May 04
News Flash: 9 Analysts Think Recursion Pharmaceuticals, Inc. (NASDAQ:RXRX) Earnings Are Under Threat
Today is shaping up negative for Recursion Pharmaceuticals, Inc. ( NASDAQ:RXRX ) shareholders, with the analysts...
Mise à jour de l'analyse • May 03
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!Recent updates
Article d'analyse • May 04
News Flash: 9 Analysts Think Recursion Pharmaceuticals, Inc. (NASDAQ:RXRX) Earnings Are Under Threat
Today is shaping up negative for Recursion Pharmaceuticals, Inc. ( NASDAQ:RXRX ) shareholders, with the analysts...Mise à jour de l'analyse • May 03
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!Seeking Alpha • Apr 28
Recursion Pharmaceuticals May Be Losing Ground To Its Peers
Summary Recursion Pharmaceuticals, Inc. remains a Hold as competitive risks persist and the company is years away from meaningful pipeline revenue. RXRX's AI-driven Recursion OS platform shows strong potential but has yet to demonstrate a clear competitive edge or superior scalability versus well-funded peers. Share dilution and accelerating cash burn threaten RXRX shareholder value, with at least 18-24 months before potential pipeline revenue and likely further capital raises. Key near-term focus is on partnership revenue, milestone payments, and clinical progress, especially for REC-4881, as RXRX reports earnings May 5. Read the full article on Seeking Alpha
Mise à jour de l'analyse • Apr 19
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.Mise à jour de l'analyse • Apr 11
Recursion Pharmaceuticals! WTH is going on?
I was very pessimistic about RXRX! I am now extremely optimistic and here’s why!Mise à jour de l'analyse • Apr 03
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.Mise à jour de l'analyse • Mar 20
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.Mise à jour de l'analyse • Mar 06
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.Mise à jour de l'analyse • Mar 02
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!
Mise à jour de l'analyse • Feb 20
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).Mise à jour de l'analyse • Feb 05
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.Mise à jour de l'analyse • Jan 21
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.Mise à jour de l'analyse • Jan 07
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).Mise à jour de l'analyse • Dec 18
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).Mise à jour de l'analyse • Nov 28
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.Mise à jour de l'analyse • Nov 07
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).Article d'analyse • Nov 07
Recursion Pharmaceuticals, Inc. (NASDAQ:RXRX) Just Reported Third-Quarter Earnings And Analysts Are Lifting Their Estimates
It's been a mediocre week for Recursion Pharmaceuticals, Inc. ( NASDAQ:RXRX ) shareholders, with the stock dropping 18...Seeking Alpha • Apr 11
Recursion: FDA To Replace Animal Testing With AI? - A Small But Necessary Win
Summary Recursion Pharmaceuticals' stock has been volatile, and is soaring today on news the FDA is planning on phasing out some animal testing, replacing it with AI. The company's Q4 FY24 earnings showed significant losses and high R&D expenses, with no near-term commercial revenues expected from its current pipeline. Despite partnerships with major pharma companies, Recursion's market cap seems inflated relative to its actual drug development progress and financial health. Upgrading Recursion to “Hold” due to potential AI-driven opportunities and goodwill, but caution remains due to high cash burn and uncertain long-term viability. Read the full article on Seeking AlphaSeeking Alpha • Mar 27
Recursion: A Look At Near-Term Phase 1b And Phase 2 Catalysts
Summary RXRX's CDK7 inhibitor REC-617 has demonstrated activity but additional data from the ELUCIDATE trial in various solid tumors isn't expected until H2'25. Near-term catalysts include phase 2 TUPELO trial data for REC-4881 in Familial Adenomatous Polyposis and a futility analysis for REC-2282 in neurofibromatosis type 2, both in H1'25. The impact of TUPELO on the share price might be limited due to competition in that indication and uncertainty over whether a reduction in polyps will convert to cancer prevention. Read the full article on Seeking Alpha
Nouvelle analyse • Mar 22
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.Seeking Alpha • Mar 12
Recursion Pharmaceuticals: Stretched Thin And Chasing Unicorns
Summary Recursion Pharmaceuticals is a pioneer in AI-powered drug discovery but faces challenges in monetizing its innovations and aligning management's vision with sustainable revenue paths. The company's partnerships with big pharma and its proprietary AI platform show promise, but current revenue streams are not material. Governance uncertainty and accounting weaknesses raise concerns about internal controls, impacting investment confidence. Given the high volatility and cash burn, Recursion's current state presents significant risks, making it an unattractive investment opportunity. Read the full article on Seeking AlphaArticle d'analyse • Mar 02
This Just In: Analysts Are Boosting Their Recursion Pharmaceuticals, Inc. (NASDAQ:RXRX) Outlook for This Year
Celebrations may be in order for Recursion Pharmaceuticals, Inc. ( NASDAQ:RXRX ) shareholders, with the analysts...Seeking Alpha • Feb 14
Recursion Pharmaceuticals Needs A Clinical Breakthrough To Pique Interest
Summary Despite near-significant Phase 2 data, Recursion's lead drug REC-994 for CCM remains unconvincing as a validation of their AI platform, being a repurposed compound. Pipeline expansion in oncology shows promise with early REC-617 data, but enters crowded markets with multiple competitors in CDK7 inhibition. Post Exscientia merger provides a strong $850M cash position through 2027, but monthly burn rate of $20M demands clear clinical success. Their C. difficile candidate enters a competitive market against established players like Merck and Nestlé, limiting commercial potential. Maintain hold rating: while pipeline diversity offers speculative appeal, high cash burn and lack of definitive clinical wins warrant caution. Read the full article on Seeking AlphaSeeking Alpha • Jan 10
Recursion: Investors Will Need To Be Patient
Summary Recursion's share price continues to be volatile, despite its pipeline maturing and the injection of significant cash through its merger with Exscientia. While early clinical data has been marginal, these assets do not reflect the current capabilities of Recursion's platform. Recursion continues to acquire more data and evolve its lab infrastructure. The impact of these changes on drug development remain to be seen though. Recursion likely needs to advance 5-10 new chemical entities through trials to validate its approach, requiring investor patience and a leap of faith. Read the full article on Seeking AlphaArticle d'analyse • Dec 25
Recursion Pharmaceuticals, Inc. (NASDAQ:RXRX) Stock Rockets 27% As Investors Are Less Pessimistic Than Expected
Recursion Pharmaceuticals, Inc. ( NASDAQ:RXRX ) shares have had a really impressive month, gaining 27% after a shaky...Seeking Alpha • Dec 09
Recursion: Undruggable CDK12 Protein Target Might Be Possible With REC-1245
Summary Recursion Pharmaceuticals, Inc. expects to meet with the FDA to discuss the potential of advancing REC-994 for the treatment of patients with cerebral cavernous malformation. REC-1245 is a CDK12-adjacent target being developed in a phase 1/2 study for the treatment of patients with biomarker-enriched solid tumors and lymphomas. Data from the phase 1/2 study, exploring the use of REC-1245 for the treatment of patients with biomarker-enriched solid tumors/lymphomas, is expected by the end of 2025 or 1st half of 2026. The global solid tumor treatment market size is projected to reach $532.42 billion by 2032. Read the full article on Seeking AlphaSeeking Alpha • Nov 20
Recursion: No News Isn't Good News When It Comes To Vanilla Pipeline
Summary Recursion's stock has been consistently rated as "Hold" by this analyst due to skepticism about its AI-driven drug discovery approach and its financial instability. The company's IPO raised over $500 million, but the stock has struggled, currently trading at $6.3 with a market cap of $1.8 billion. Recursion's recent financials show significant losses and a high cash burn rate, putting pressure on the company to secure new funding or revenue streams. The merger with Exscientia brings additional cash but also increased R&D costs, making it likely that the combined company will need to raise more funds soon. The pipeline has few compelling catalysts in view, and revenues from that source in the next five years looks unlikely. The best hope for the future is survival, and attracting more investment from semiconductor giant Nvidia. Read the full article on Seeking AlphaArticle d'analyse • Nov 10
Analysts Are Betting On Recursion Pharmaceuticals, Inc. (NASDAQ:RXRX) With A Big Upgrade This Week
Celebrations may be in order for Recursion Pharmaceuticals, Inc. ( NASDAQ:RXRX ) shareholders, with the analysts...Article d'analyse • Nov 08
Recursion Pharmaceuticals, Inc.'s (NASDAQ:RXRX) Share Price Could Signal Some Risk
You may think that with a price-to-sales (or "P/S") ratio of 29.9x Recursion Pharmaceuticals, Inc. ( NASDAQ:RXRX ) is a...Seeking Alpha • Sep 11
Recursion: AI Is Only As Good As The Data
Summary Recursion's share price has dropped in recent weeks due to poor clinical trial data, but its most mature assets are not reflective of its current capabilities. Recursion probably needs to advance 5-10 new chemical entities through phase II/III trials before the merits of its approach are better understood. The acquisition of Exscientia should enhance Recursion's platform and pipeline, but near-term benefits may be limited. AI in drug discovery remains promising but unproven; success in any clinical program could justify Recursion's current valuation. Read the full article on Seeking AlphaRendement pour les actionnaires
| RXRX | US Biotechs | US Marché | |
|---|---|---|---|
| 7D | -7.4% | 0.1% | 2.6% |
| 1Y | -29.7% | 35.5% | 26.2% |
Rendement vs Industrie: RXRX a sous-performé le secteur US Biotechs qui a rapporté 35.5 % au cours de l'année écoulée.
Rendement vs marché: RXRX a sous-performé le marché US qui a rapporté 26.2 % au cours de l'année écoulée.
Volatilité des prix
| RXRX volatility | |
|---|---|
| RXRX Average Weekly Movement | 7.9% |
| Biotechs Industry Average Movement | 10.7% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
Cours de l'action stable: RXRX n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de RXRX ( 8% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 2013 | 600 | Najat Khan | www.recursion.com |
Recursion Pharmaceuticals, Inc, une société de biotechnologie au stade clinique, s'engage dans le décodage de la biologie et de la chimie en intégrant des innovations technologiques dans les domaines de la biologie, de la chimie, de l'automatisation, de la science des données et de l'ingénierie pour industrialiser la découverte de médicaments aux États-Unis et au Royaume-Uni. L'entreprise développe le REC-4881, qui est en essai clinique de phase 1b/2 pour traiter la polypose adénomateuse familiale ; le REC-617, qui est en essai clinique de phase 1/2 pour traiter les tumeurs solides avancées ; le REC-1245, qui est en essai clinique de phase 1/2 pour traiter les tumeurs solides enrichies de biomarqueurs et les lymphomes ; REC-3565 qui est en phase 1/2 pour le traitement des tumeurs malignes à cellules B récidivantes ou réfractaires ; et REC-4539, un inhibiteur de LSD1 réversible, pénétrant dans le SNC, biodisponible par voie orale et potentiellement le meilleur de sa catégorie pour le traitement des tumeurs solides et de l'hématologie oncologique. Ses produits au stade préclinique comprennent le REC-7735 pour le traitement du cancer du sein HR+ et le REC-102 pour le traitement de l'hypophosphatasie.
Recursion Pharmaceuticals, Inc. Résumé des fondamentaux
| RXRX statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$1.76b |
| Bénéfices(TTM) | -US$559.78m |
| Recettes(TTM) | US$66.41m |
26.1x
Ratio P/S-3.1x
Ratio P/ELe site RXRX est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| RXRX compte de résultat (TTM) | |
|---|---|
| Recettes | US$66.41m |
| Coût des recettes | US$495.15m |
| Marge brute | -US$428.74m |
| Autres dépenses | US$131.04m |
| Les revenus | -US$559.78m |
Derniers bénéfices déclarés
Mar 31, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | -1.05 |
| Marge brute | -645.61% |
| Marge bénéficiaire nette | -842.93% |
| Ratio dettes/capitaux propres | 1.6% |
Quelles ont été les performances à long terme de RXRX?
Voir les performances historiques et les comparaisonsAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/11 07:04 |
| Cours de l'action en fin de journée | 2026/05/11 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Recursion Pharmaceuticals, Inc. est couverte par 13 analystes. 9 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Gal Munda | Berenberg |
| Gaurav Goparaju | Berenberg |
| Alec Stranahan | BofA Global Research |