Recursion Pharmaceuticals, Inc.

NasdaqGS:RXRX 주식 리포트

시가총액: US$1.8b

Recursion Pharmaceuticals 과거 순이익 실적

과거 기준 점검 0/6

Recursion Pharmaceuticals 의 수입은 연평균 -32.1%의 비율로 감소해 온 반면, Biotechs 산업은 연평균 30.2%의 비율로 증가했습니다. 매출은 연평균 31.9%의 비율로 증가해 왔습니다.

핵심 정보

-32.15%

순이익 성장률

9.77%

주당순이익(EPS) 성장률

Biotechs 산업 성장률17.04%
매출 성장률31.89%
자기자본이익률-54.62%
순이익률-842.93%
최근 순이익 업데이트31 Mar 2026

최근 과거 실적 업데이트

Recent updates

분석 기사 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...
내러티브 업데이트 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
내러티브 업데이트 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.
내러티브 업데이트 Apr 11

Recursion Pharmaceuticals! WTH is going on?

I was very pessimistic about RXRX! I am now extremely optimistic and here’s why!
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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!
내러티브 업데이트 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).
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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).
내러티브 업데이트 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).
내러티브 업데이트 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.
내러티브 업데이트 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).
분석 기사 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 Alpha
Seeking 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
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새 내러티브 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 Alpha
분석 기사 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 Alpha
Seeking 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 Alpha
분석 기사 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 Alpha
Seeking 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 Alpha
분석 기사 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...
분석 기사 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 Alpha

매출 및 비용 세부 내역

Recursion Pharmaceuticals가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.


순이익 및 매출 추이

NasdaqGS:RXRX 매출, 비용 및 순이익 (USD Millions)
날짜매출순이익일반관리비연구개발비
31 Mar 2666-560157-42
31 Dec 2575-6451770
30 Sep 2544-7162120
30 Jun 2565-6492160
31 Mar 2560-5752010
31 Dec 2459-4641780
30 Sep 2465-3781330
30 Jun 2450-3751240
31 Mar 2446-3541210
31 Dec 2345-3281110
30 Sep 2347-2931020
30 Jun 2350-260920
31 Mar 2347-249820
31 Dec 2240-239820
30 Sep 2229-247780
30 Jun 2218-234740
31 Mar 2213-212700
31 Dec 2110-186580
30 Sep 2110-147460
30 Jun 219-124370
31 Mar 216-99290
31 Dec 204-87250
31 Dec 192-62190

양질의 수익: RXRX 은(는) 현재 수익성이 없습니다.

이익 마진 증가: RXRX는 현재 수익성이 없습니다.


잉여현금흐름 대비 순이익 분석


과거 순이익 성장 분석

수익추이: RXRX은 수익성이 없으며 지난 5년 동안 손실이 연평균 32.1% 증가했습니다.

성장 가속화: 현재 수익성이 없어 지난 1년간 RXRX의 수익 성장률을 5년 평균과 비교할 수 없습니다.

수익 대 산업: RXRX은 수익성이 없어 지난 해 수익 성장률을 Biotechs 업계(31.5%)와 비교하기 어렵습니다.


자기자본이익률

높은 ROE: RXRX는 현재 수익성이 없으므로 자본 수익률이 음수(-54.62%)입니다.


총자산이익률


투하자본수익률


우수한 과거 실적 기업을 찾아보세요

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/06 06:58
종가2026/05/06 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

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분석가 소스

Recursion Pharmaceuticals, Inc.는 13명의 분석가가 다루고 있습니다. 이 중 8명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Gal MundaBerenberg
Gaurav GoparajuBerenberg
Alec StranahanBofA Global Research