Recursion Pharmaceuticals, Inc.

Recursion Pharmaceuticals, Inc.

RXRXยทNASDAQ

$3.90

+12%
HealthcareBiotechnology

Recursion Pharmaceuticals, Inc. operates as a clinical-stage biotechnology company, engages in the decoding biology by integrating technological innovations across biology, chemistry, automation, data science, and engineering to industrialize drug discovery. The company develops REC-994, which is in Phase IIa clinical trial to treat cerebral cavernous malformation; REC-2282 for the treatment of neurofibromatosis type 2; REC-4881 to treat familial adenomatous polyposis; and REC-3599, which is in Phase I clinical trial to treat GM2 gangliosidosis. Its preclinical stage product includes REC-3964 to treat Clostridium difficile colitis; REC-64917 for the treat of neural or systemic inflammation; REC-65029 to treat HRD-negative ovarian cancer; REC-648918 to enhance anti-tumor immune; REC-2029 for the treatment of wnt-mutant hepatocellular carcinoma; REC-14221 to treat solid and hematological malignancies; and REC-64151 for the treatment of immune checkpoint resistance in KRAS/STK11 mutant non-small cell lung cancer. The company has collaboration and agreement with Bayer AG; the University of Utah Research Foundation; Ohio State Innovation Foundation; Chromaderm, Inc.; and Takeda Pharmaceutical Company Limited. Recursion Pharmaceuticals, Inc. was incorporated in 2013 and is headquartered in Salt Lake City, Utah.

At a Glance

Live Snapshot
Market Cap$1.74B
EPS-1.4400
P/E Ratio-2.71
Earnings Date08/04/2026
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Recursion Pharmaceuticals, Inc. Street Expectations Map

RXRX ยท NASDAQ

Wall Street analysts project that RXRX stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 8.25, with estimates ranging from a low of 5.50 to a high of 11.00.

Lowest Target
5.50
41.03%
Consensus Target
8.25
111.54%
Highest Target
11.00
182.05%

The consensus 1-year price target stands at 8.25, with estimates ranging from a low of 5.50 to a high of 11.00.

Analyst Consensus Analysis

Upside Potential

+111.5%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

66.7% spread

High uncertainty. Very wide target spread indicates significant disagreement among analystsโ€”major valuation uncertainty or transformation underway.

Analyst Conviction

Low

High uncertainty: Wide dispersion indicates analysts struggle to agree on valuationโ€”proceed with caution and independent analysis.

Market Sentiment Insight

High risk, high reward: Substantial upside potential exists, but wide analyst disagreement signals execution risk or unclear catalysts. Thorough due diligence essential before committing capital.

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Recursion Pharmaceuticals, Inc. Forward Estimates of Revenue

RXRX ยท NASDAQ
Latest Revenue
74.68M
FY 2025
Avg Estimate
82.70M
FY 2026
Estimate Range
63.46M - 103.86M
Analyst Spread

Forward Growth Analysis

Projected Growth+10.7%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread49%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

High forecast uncertainty: Wide estimate range indicates analysts struggling to predict outcomesโ€”suggests elevated risk and potential volatility.

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Recursion Pharmaceuticals, Inc. Forward Estimates of Net Income

RXRX ยท NASDAQ
Latest Net Income
-644.76M
FY 2025
Avg Estimate
-325.17M
FY 2026
Estimate Range
-365.33M - -285.01M
Analyst Spread

Forward Growth Analysis

Projected Growth+49.6%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread25%

Moderate uncertainty in forecastsโ€”typical for companies with evolving business models.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Recursion Pharmaceuticals, Inc. Forward Estimates of EPS

RXRX ยท NASDAQ
Latest EPS
-1.44
FY 2025
Avg Estimate
$-1.16
FY 2026
Estimate Range
$-1.33 - $-1.04
Analyst Spread

Forward Growth Analysis

Projected Growth+19.3%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread25%

Moderate uncertainty in forecastsโ€”typical for companies with evolving business models.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Recursion Pharmaceuticals, Inc. Forward Estimates of EBIT

RXRX ยท NASDAQ
Latest EBIT
-643.09M
FY 2025
Avg Estimate
-82.70M
FY 2026
Estimate Range
-103.86M - -63.46M
Analyst Spread

Forward Growth Analysis

Projected Growth+87.1%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread49%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

High forecast uncertainty: Wide estimate range indicates analysts struggling to predict outcomesโ€”suggests elevated risk and potential volatility.

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Recursion Pharmaceuticals, Inc. Forward Estimates of EBITDA

RXRX ยท NASDAQ
Latest EBITDA
-559.38M
FY 2025
Avg Estimate
-82.70M
FY 2026
Estimate Range
-103.86M - -63.46M
Analyst Spread

Forward Growth Analysis

Projected Growth+85.2%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread49%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

High forecast uncertainty: Wide estimate range indicates analysts struggling to predict outcomesโ€”suggests elevated risk and potential volatility.

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Recursion Pharmaceuticals, Inc. Forward Estimates of SG&A Expense

RXRX ยท NASDAQ
Latest SG&A Expense
176.59M
FY 2025
Avg Estimate
343.69M
FY 2026
Estimate Range
263.71M - 431.61M
Analyst Spread

Forward Growth Analysis

Projected Growth+94.6%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread49%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

High forecast uncertainty: Wide estimate range indicates analysts struggling to predict outcomesโ€”suggests elevated risk and potential volatility.

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Recursion Pharmaceuticals, Inc. Insider Positioning

RXRX ยท NASDAQ

During the last 12 months, insiders have sold $11.93M worth of RXRX shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

296.3K

976.63K

Net Activity

-977K

-$977K

3-6 Months

Bought

0

0.00

Sold

969.2K

3.98M

Net Activity

-4.0M

-$3.98M

6-9 Months

Bought

0

0.00

Sold

740.0K

3.64M

Net Activity

-3.6M

-$3.64M

9-12 Months

Bought

0

0.00

Sold

636.9K

3.33M

Net Activity

-3.3M

-$3.33M

Top Buyers

No buying activity

Top Sellers

1
GC

Gibson Christopher

Director

1.5M sharesโ€ข19 transactions

$7.29M

2
BB

Borgeson Blake

Director

890.0K sharesโ€ข6 transactions

$3.63M

3
KN

Khan Najat

Director, Officer: Ceo And President

189.3K sharesโ€ข3 transactions

$845K

4
TBR

Taylor Ben R

Officer: Chief Financial Officer

42.8K sharesโ€ข3 transactions

$158K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $11.93M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$977K

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

4 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.