Recursion Pharmaceuticals (RXRX) Stock Overview
A clinical-stage biotechnology company, engages in the decoding biology and chemistry by integrating technological innovations across biology, chemistry, automation, data science, and engineering to industrialize drug discovery in the United States and the United Kingdom. More details
| Snowflake Score | |
|---|---|
| Valuation | 2/6 |
| Future Growth | 2/6 |
| Past Performance | 0/6 |
| Financial Health | 5/6 |
| Dividends | 0/6 |
RXRX Community Fair Values
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Analyst Price Targets
Top Community Narratives
Recursion Pharmaceuticals, Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$3.29 |
| 52 Week High | US$7.18 |
| 52 Week Low | US$2.77 |
| Beta | 1.05 |
| 1 Month Change | -7.58% |
| 3 Month Change | 4.44% |
| 1 Year Change | -37.81% |
| 3 Year Change | -64.70% |
| 5 Year Change | -83.95% |
| Change since IPO | -89.49% |
Recent News & Updates
Seeking Alpha • 4h
Recursion Pharmaceuticals: I'm Still Bearish Despite Recent Genentech News
Summary Recursion Pharmaceuticals, Inc. remains a Hold as competitive advances and slow revenue growth challenge its AI-driven drug discovery ambitions. RXRX's partnerships, notably with Genentech/Roche and Sanofi, have delivered $500M+ in milestone payments, but further commercial validation is pending. The internal pipeline, led by REC-4881 for FAP, potentially lags competitors (more data is required) and is unlikely to generate significant revenue before 2030. Persistent cash burn, dilution risk, and rising OpEx overshadow incremental pipeline and partnership progress, keeping RXRX stock rangebound. Read the full article on Seeking AlphaAnalysis Article • 17h
Recursion Pharmaceuticals, Inc. (NASDAQ:RXRX) Analysts Just Trimmed Their Revenue Forecasts By 19%
Today is shaping up negative for Recursion Pharmaceuticals, Inc. ( NASDAQ:RXRX ) shareholders, with the analysts...
Narrative Update • Jul 10
RXRX: Fair Value View Balances Index Inclusion Catalyst And Execution Risks
Recursion Pharmaceuticals' analyst price target has shifted modestly higher to $5.50 from $5.00, as analysts highlight updated fair value assumptions, a higher discount rate, sharply lower projected revenue growth, a slightly stronger profit margin outlook, and a much higher future P/E multiple in their models. Analyst Commentary Recent Street research on Recursion Pharmaceuticals points to a mixed setup, with some price target increases offset by more cautious moves that highlight execution and valuation risks.Recent updates
Seeking Alpha • 4h
Recursion Pharmaceuticals: I'm Still Bearish Despite Recent Genentech News
Summary Recursion Pharmaceuticals, Inc. remains a Hold as competitive advances and slow revenue growth challenge its AI-driven drug discovery ambitions. RXRX's partnerships, notably with Genentech/Roche and Sanofi, have delivered $500M+ in milestone payments, but further commercial validation is pending. The internal pipeline, led by REC-4881 for FAP, potentially lags competitors (more data is required) and is unlikely to generate significant revenue before 2030. Persistent cash burn, dilution risk, and rising OpEx overshadow incremental pipeline and partnership progress, keeping RXRX stock rangebound. Read the full article on Seeking AlphaAnalysis Article • 17h
Recursion Pharmaceuticals, Inc. (NASDAQ:RXRX) Analysts Just Trimmed Their Revenue Forecasts By 19%
Today is shaping up negative for Recursion Pharmaceuticals, Inc. ( NASDAQ:RXRX ) shareholders, with the analysts...Narrative Update • Jul 10
RXRX: Fair Value View Balances Index Inclusion Catalyst And Execution Risks
Recursion Pharmaceuticals' analyst price target has shifted modestly higher to $5.50 from $5.00, as analysts highlight updated fair value assumptions, a higher discount rate, sharply lower projected revenue growth, a slightly stronger profit margin outlook, and a much higher future P/E multiple in their models. Analyst Commentary Recent Street research on Recursion Pharmaceuticals points to a mixed setup, with some price target increases offset by more cautious moves that highlight execution and valuation risks.
Narrative Update • Jun 26
RXRX: AI Drug Discovery And FDA Engagement Will Set Up Cleaner Upside
Analysts have adjusted the fair value estimate for Recursion Pharmaceuticals to $10.00 from $11.00, reflecting updated assumptions on growth, profitability, and valuation that accompany recent Street price target moves to $5.50 and by $1.00 in opposing directions. Analyst Commentary Recent Street research on Recursion Pharmaceuticals highlights a split but constructive tone, with some bullish analysts pointing to upside potential even as others reset expectations.Analysis Article • Jun 16
Recursion Pharmaceuticals (RXRX) Stock Could Be 67% Overvalued After Pipeline Updates
Recursion Pharmaceuticals (RXRX) is back in focus after recent clinical updates on its AI-driven pipeline and in advance of its presentation at the Goldman Sachs Global Healthcare Conference in Miami on June 9, 2026. See our latest analysis for Recursion Pharmaceuticals. Despite the recent 4.44% 1 day share price gain to US$3.29 and a 12.29% 1 month share price return that reflects fresh interest around Recursion Pharmaceuticals' AI platform and trial updates, longer term total shareholder...Analysis Article • 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...
Narrative Update • 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!Narrative Update • 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.Narrative Update • Apr 11
Recursion Pharmaceuticals! WTH is going on?
I was very pessimistic about RXRX! I am now extremely optimistic and here’s why!Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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!
Narrative Update • 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).Narrative Update • 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.Narrative Update • 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.Narrative Update • 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).Narrative Update • 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).Narrative Update • 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.Narrative Update • 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).Analysis Article • 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
New Narrative • 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 AlphaAnalysis Article • 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 AlphaAnalysis Article • 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 AlphaShareholder Returns
| RXRX | US Biotechs | US Market | |
|---|---|---|---|
| 7D | 3.5% | 5.4% | 2.2% |
| 1Y | -37.8% | 41.1% | 20.9% |
Return vs Industry: RXRX underperformed the US Biotechs industry which returned 41.1% over the past year.
Return vs Market: RXRX underperformed the US Market which returned 20.9% over the past year.
Price Volatility
| RXRX volatility | |
|---|---|
| RXRX Average Weekly Movement | 9.4% |
| Biotechs Industry Average Movement | 10.1% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.1% |
Stable Share Price: RXRX has not had significant price volatility in the past 3 months compared to the US market.
Volatility Over Time: RXRX's weekly volatility (9%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 2013 | 600 | Najat Khan | www.recursion.com |
Recursion Pharmaceuticals, Inc., a clinical-stage biotechnology company, engages in the decoding biology and chemistry by integrating technological innovations across biology, chemistry, automation, data science, and engineering to industrialize drug discovery in the United States and the United Kingdom. The company develops REC-4881, which is in Phase 1b/2 clinical trial to treat familial adenomatous polyposis; REC-617, which is in Phase 1/2 clinical trial to treat advanced solid tumors; REC-1245, which is in Phase 1/2 clinical trial to treat biomarker-enriched solid tumors and lymphoma; REC-3565 that is in Phase 1/2 for the treatment of relapsed or refractory B-cell malignancies; and REC-4539, a reversible, CNS penetrant, orally bioavailable, and potential best-in-class inhibitor of LSD1 for the treatment of solid tumors and hematology oncology. Its preclinical stage product includes REC-7735 for the treatment of HR+ breast cancer; and REC-102 for the treatment of hypophosphatasia.
Recursion Pharmaceuticals, Inc. Fundamentals Summary
| RXRX fundamental statistics | |
|---|---|
| Market cap | US$1.73b |
| Earnings (TTM) | -US$518.88m |
| Revenue (TTM) | US$54.86m |
32.2x
P/S Ratio-3.4x
P/E RatioIs RXRX overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| RXRX income statement (TTM) | |
|---|---|
| Revenue | US$54.86m |
| Cost of Revenue | US$447.46m |
| Gross Profit | -US$392.60m |
| Other Expenses | US$126.28m |
| Earnings | -US$518.88m |
Last Reported Earnings
Jun 30, 2026
Next Earnings Date
n/a
| Earnings per share (EPS) | -0.97 |
| Gross Margin | -715.69% |
| Net Profit Margin | -945.90% |
| Debt/Equity Ratio | 1.6% |
How did RXRX perform over the long term?
See historical performance and comparisonCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/08/10 04:02 |
| End of Day Share Price | 2026/08/10 00:00 |
| Earnings | 2026/06/30 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Recursion Pharmaceuticals, Inc. is covered by 13 analysts. 8 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Gal Munda | Berenberg |
| Gaurav Goparaju | Berenberg |
| Alec Stranahan | BofA Global Research |