Recursion Pharmaceuticals (RXRX) Hisse Özeti
Klinik aşamada bir biyoteknoloji şirketi olan Recursion Pharmaceuticals, Inc. Amerika Birleşik Devletleri ve Birleşik Krallık'ta ilaç keşfini endüstrileştirmek için biyoloji, kimya, otomasyon, veri bilimi ve mühendislik alanlarındaki teknolojik yenilikleri entegre ederek biyoloji ve kimyanın kodunu çözmektedir. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 2/6 |
| Gelecekteki Büyüme | 2/6 |
| Geçmiş Performans | 0/6 |
| Finansal Sağlık | 5/6 |
| Temettüler | 0/6 |
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Recursion Pharmaceuticals, Inc. Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | US$3.34 |
| 52 Haftanın En Yüksek Seviyesi | US$7.18 |
| 52 Haftanın En Düşük Seviyesi | US$2.77 |
| Beta | 1 |
| 1 Aylık Değişim | 12.46% |
| 3 Aylık Değişim | 13.61% |
| 1 Yıllık Değişim | -38.15% |
| 3 Yıllık Değişim | -54.74% |
| 5 Yıllık Değişim | -90.72% |
| Halka arzdan bu yana değişim | -89.33% |
Son Haberler & Güncellemeler
Analiz Makalesi • 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...Seeking Alpha • Jun 12
Recursion Pharmaceuticals: Short-Trade Crowded But Near-Term Squeeze Not Guaranteed
Summary Recursion Pharmaceuticals, Inc. is advancing REC-1245, an RBM39 degrader, in the DHALIA trial in solid tumors, with Q1'26 earnings noting no dose-limiting toxicities so far. Initial DHALIA trial data are based on a small cohort of 16 patients, with the drug only now reaching relevant dose levels for anti-tumor activity, limiting conclusions. A H2 '26 update from DHALIA could confirm anti-tumor activity of REC-1245, but might not have enough additional data to go beyond that. RXRX is also set to get an update on the regulatory pathway from the U.S. FDA for REC-4881, its MEK1/2 inhibitor, under development for familial adenomatous polyposis. Read the full article on Seeking AlphaAnaliz Makalesi • 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...Recent updates
Analiz Makalesi • 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...Seeking Alpha • Jun 12
Recursion Pharmaceuticals: Short-Trade Crowded But Near-Term Squeeze Not Guaranteed
Summary Recursion Pharmaceuticals, Inc. is advancing REC-1245, an RBM39 degrader, in the DHALIA trial in solid tumors, with Q1'26 earnings noting no dose-limiting toxicities so far. Initial DHALIA trial data are based on a small cohort of 16 patients, with the drug only now reaching relevant dose levels for anti-tumor activity, limiting conclusions. A H2 '26 update from DHALIA could confirm anti-tumor activity of REC-1245, but might not have enough additional data to go beyond that. RXRX is also set to get an update on the regulatory pathway from the U.S. FDA for REC-4881, its MEK1/2 inhibitor, under development for familial adenomatous polyposis. Read the full article on Seeking AlphaAnaliz Makalesi • 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...
Anlatı Güncellemesi • 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!
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • Apr 11
Recursion Pharmaceuticals! WTH is going on?
I was very pessimistic about RXRX! I am now extremely optimistic and here’s why!Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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!
Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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).Analiz Makalesi • 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
Yeni Anlatı • 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 AlphaAnaliz Makalesi • 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 AlphaAnaliz Makalesi • 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 AlphaAnaliz Makalesi • 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...Analiz Makalesi • 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...Hissedar Getirileri
| RXRX | US Biotechs | US Pazar | |
|---|---|---|---|
| 7D | 3.4% | 5.1% | -2.7% |
| 1Y | -38.1% | 36.7% | 18.6% |
Getiri vs. Endüstri: RXRX geçen yıl % 36.7 oranında getiri sağlayan US Biotechs sektörünün gerisinde kaldı.
Getiri vs Piyasa: RXRX geçen yıl % 18.6 oranında getiri sağlayan US Piyasasının altında performans gösterdi.
Fiyat Oynaklığı
| RXRX volatility | |
|---|---|
| RXRX Average Weekly Movement | 9.6% |
| Biotechs Industry Average Movement | 10.6% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.9% |
| 10% least volatile stocks in US Market | 3.1% |
İstikrarlı Hisse Senedi Fiyatı: RXRX son 3 ayda US piyasasına kıyasla önemli bir fiyat oynaklığı yaşamadı.
Zaman İçindeki Volatilite: RXRX 'nin haftalık oynaklığı ( 10% ) son bir yıldır istikrarlı seyretti.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 2013 | 600 | Najat Khan | www.recursion.com |
Klinik aşamada bir biyoteknoloji şirketi olan Recursion Pharmaceuticals, Inc. Amerika Birleşik Devletleri ve Birleşik Krallık'ta ilaç keşfini endüstrileştirmek için biyoloji, kimya, otomasyon, veri bilimi ve mühendislik alanlarındaki teknolojik yenilikleri entegre ederek biyoloji ve kimyanın kodunu çözmektedir. Şirket, ailesel adenomatöz polipozisi tedavi etmek için Faz 1b/2 klinik çalışmasında olan REC-4881'i; ilerlemiş solid tümörleri tedavi etmek için Faz 1/2 klinik çalışmasında olan REC-617'yi; biyobelirteçle zenginleştirilmiş solid tümörleri ve lenfomayı tedavi etmek için Faz 1/2 klinik çalışmasında olan REC-1245'i geliştirmektedir; Nükseden veya refrakter B-hücreli malignitelerin tedavisi için Faz 1/2'de olan REC-3565; ve katı tümörlerin ve hematoloji onkolojisinin tedavisi için LSD1'in geri dönüşümlü, MSS'ye nüfuz eden, oral olarak biyolojik olarak kullanılabilir ve potansiyel sınıfının en iyisi inhibitörü olan REC-4539. Preklinik aşamadaki ürünleri arasında HR+ meme kanseri tedavisi için REC-7735 ve hipofosfatazi tedavisi için REC-102 bulunmaktadır.
Recursion Pharmaceuticals, Inc. Temel Bilgiler Özeti
| RXRX temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | US$1.71b |
| Kazançlar(TTM) | -US$559.78m |
| Gelir(TTM) | US$66.41m |
26.7x
P/S Oranı-3.2x
F/K OranıRXRX aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| RXRX gelir tablosu (TTM) | |
|---|---|
| Gelir | US$66.41m |
| Gelir Maliyeti | US$495.15m |
| Brüt Kâr | -US$428.74m |
| Diğer Giderler | US$131.04m |
| Kazançlar | -US$559.78m |
Son Raporlanan Kazançlar
Mar 31, 2026
Sonraki Kazanç Tarihi
n/a
| Hisse başına kazanç (EPS) | -1.05 |
| Brüt Marj | -645.61% |
| Net Kâr Marjı | -842.93% |
| Borç/Özkaynak Oranı | 1.6% |
RXRX uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/06/25 15:32 |
| Gün Sonu Hisse Fiyatı | 2026/06/25 00:00 |
| Kazançlar | 2026/03/31 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntıları GitHub sayfamızda mevcuttur; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Recursion Pharmaceuticals, Inc. 13 Bu analistlerden 9, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Gal Munda | Berenberg |
| Gaurav Goparaju | Berenberg |
| Alec Stranahan | BofA Global Research |