Recursion Pharmaceuticals, Inc.
RXRX · Price history
Price at last available close
$4.35
+$0.32 (+7.94%) 1M
2026-10-28
Tap or drag sideways to inspect a price. Use two fingers to compare automatically. Release to scroll. Use Shift + arrow keys to compare with a keyboard.
Company & revenue
About Recursion Pharmaceuticals, Inc.
Primary reporting period: 2025-12-31 · Research updated Oct 12, 2026. A research update is not a new financial filing.
Who they are
Recursion Pharmaceuticals, Inc. operates as a biotechnology firm currently in its clinical development phase. The company's mission is to revolutionize drug discovery by decoding biological processes, utilizing an integrated approach that combines technological innovations across biology, chemistry, automation, data science, and engineering. Their developmental pipeline features several clinical-stage compounds: REC-994, which is advancing through Phase IIa trials for cerebral cavernous malformation; REC-3599, currently in Phase I trials for GM2 gangliosidosis; REC-2282, aimed at treating neurofibromatosis type 2; and REC-4881, intended for familial adenomatous polyposis.
How they make money
Recursion is a clinical-stage TechBio company that generates revenue primarily through strategic collaborations and partnerships with biopharmaceutical companies. These arrangements typically involve upfront payments, research funding, and potential milestone payments based on the successful development and commercialization of drug candidates discovered using its proprietary Recursion Operating System (OS).
Products & services
The company operates a proprietary drug discovery platform, the Recursion Operating System (OS), which integrates wet-lab experimentation with machine learning to identify and develop novel therapeutic candidates across various disease areas.
Brands & revenue mix
No separate brand or brand-level revenue disclosure was confirmed in the reviewed sources. This does not mean the company has no brands.
Product / operating segments
Geographic revenue
No reconciled geographic revenue breakdown was confirmed for the current research period.
Customer types
- Biopharmaceutical companiesSource
Disclosed major customers
- SanofiSource
Customer concentration
The company's revenue is highly concentrated, with a significant portion derived from a limited number of strategic collaboration partners, as disclosed in the 2025 annual report.
Suppliers, materials & equipment
- Cloud computing and data storage providers — The company relies on third-party cloud infrastructure providers to support its large-scale data processing and machine learning operations; specific supplier names are not disclosed.Source
Business relationships & partnerships
- Sanofi — A strategic collaboration focused on drug discovery where Recursion utilizes its platform to identify targets and candidates, resulting in milestone-based payments.Source
Competitors
- Exscientia — A company engaged in AI-driven drug discovery that recently completed a business combination with Recursion.Source
Strengths
- Proprietary Recursion Operating System (OS) platformSource
Financial risk observations and what to check
These are saved observations about business performance, not predictions. Review the company filings alongside the interpretation below. Latest stored financial period end: 2026-06-30.
Quarterly revenue fell 59.8% versus the same quarter last year.
Check comparable business scope and currency, then separate volume, pricing and divestitures. One weaker quarter does not establish that the same decline will continue.
Diluted weighted-average shares increased 27.6% year over year.
Compare per-share results with total earnings and inspect the equity footnote. A change in weighted-average shares does not by itself establish the cause, the number of shares issued today, or the economic effect of a split.
Wall Street Score
Overall investment score · Quality, value, risk and opportunity
22
Poor
View category scores →
Company Quality
How good is the actual business—regardless of today’s stock price?
26
Poor
Financial Strength
35
Business Quality / Moat
17
Management
40
Growth Quality
9
Risk / Durability
24
Uses financial strength, moat, management, growth quality and durability. It excludes share price, P/E, market cap, intrinsic value and margin of safety.
Opportunity
Opportunity Score · How does the current price compare with estimated value?
22
Avoid
Based on current valuation, company quality, recent trends, and available market signals.
View score details →
Model Outlook
12-month model · What does the model think happens next?
36/100
Building Historical Record
Model Score 36/100 — estimates relative performance potential, distinct from the overall Wall Street Score and the separate Company Quality score.
Probability unavailable — the model has not produced a calibrated probability yet.
Click for full breakdown →
WSS View
The quick read
The overall Wall Street Score is low across its combined quality, valuation and risk inputs. This can reflect an expensive share price, business weaknesses, or both; check Company Quality and the category breakdown before drawing a conclusion.
At today’s price, the WSS valuation framework currently reads as less attractive based on the available valuation and market data.
The model outlook is currently cautious.
No strong positive signal is being highlighted from the currently available summary data.
- •Elevated debt risk
- •Valuation is a weaker part of the current profile
- •Revenue fundamentals are weak
Company-specific research
Questions worth answering for RXRX
These questions are generated from this company's current financial and score data so the page adds context instead of treating the headline score as a stand-alone conclusion.
- •What is driving RXRX's revenue decline, and does the latest company filing suggest the weakness is temporary or structural?
- •How long can RXRX fund negative free cash flow using its current cash position before it may need more debt or new shares?
- •How is RXRX likely to use its cash advantage: reinvestment, acquisitions, debt reduction, dividends or buybacks?
- •What specifically needs to improve for RXRX to reach sustainable profitability?
- •What future growth or profitability would be needed to justify RXRX's current valuation?
Essential Investment Snapshot
Wall Street Score
22
Opportunity Score
22
Market Cap
$2.60B
P/E Ratio
-3.5
EPS
$-1.04
52-Week High
$7.18
52-Week Low
$2.77
Beta
1.03
Analyst Target
$5.90
Shares Outstanding
447.4M
Total Revenue
$54.9M
Total Debt
$61.9M
Dividend
No current dividend
Liquidation Value / Share
$2.04
Momentum & Volatility Signals
Two different market-behavior signals. Momentum measures direction and trend strength. Volatility measures how large and unstable the price moves are, regardless of direction.
Strong upward momentum
Extreme movement
A high momentum score means price has been trending upward with confirming short- and medium-term strength. A low score means downward or weakening momentum.
A high volatility score means larger, less stable price swings. It can happen while a stock is rising or falling, so high volatility is not automatically bullish or bearish.
Important: the volatility score above is based on realized price volatility. Implied volatility (IV) comes from options prices and represents the market's expected future movement. Wall Street Score will keep IV separate and will only display it when a verified options-chain feed is available.
Notices for RXRX
Detected from reported data — verify before acting.Elevated debt risk
Total debt is at least one year of revenue • Interest coverage is below 2x • Free cash flow is negative
Community Sentiment
0 active · 0 total callsNo personal call yet on RXRX.
Potential upside factors
- +Growth opportunities may come from revenue expansion, margin improvement, new products, market-share gains, and stronger cash flow.
- +Proprietary Recursion Operating System (OS) platform.
Potential downside factors
- −Debt risk (elevated): Total debt is at least one year of revenue.
- −Interest coverage is below 2x.
- −Free cash flow is negative.
- −Uncertainty in drug discovery and development success.
These research factors come from saved company research and financial data, not community votes. They are starting points to verify against filings, not buy or sell recommendations.
Create a free account to make a call.
Scores
Click any score for full breakdownWas this stock page easy to understand?
One click helps us improve the research experience. This is not tied to an investment decision.
Score Changes
3 historical score records availablePrevious Score
21
Oct 1, 2026
Change
+0.1
points
Current Score
22
Oct 19, 2026
Category Changes
RXRX increased 0.1 points because overall fundamentals improved.
Projected Score
Projected Score
16
Projected Change
-5.8 points
Preliminary comparable-period financial changes suggest decline of approximately 5.8 points. This is a projected estimate, not the official WallStreetScore.
Price vs. Value
Valuation unavailableCurrent Price
$4.35
Model Intrinsic Value
—
Difference
—
Margin of Safety
—
Intrinsic value is not currently available for this stock, so valuation can't be calculated.
Financial Charts
Revenue
Additional Metrics
Operating Cash Flow
Total Debt
Total Assets
Net Margin %
Free includes 3 annual periods plus available TTM; Premium includes up to 10 annual periods. History depends on available company filings. Swipe the table horizontally to see older periods. A dash means unavailable, not zero.
| Line Item | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $54.9M | $74.7M | $58.8M | $43.9M | ···· | ···· | ···· | ···· |
| Cost of Revenue | $80.5M | $121.0M | $45.2M | $42.6M | ···· | ···· | ···· | ···· |
| Gross Profit | -$25.6M | -$46.3M | $13.6M | $1.3M | ···· | ···· | ···· | ···· |
| Research & Development | $381.9M | $425.3M | $314.4M | $241.2M | ···· | ···· | ···· | ···· |
| SG&A Expenses | $151.4M | $176.6M | $178.2M | $110.8M | ···· | ···· | ···· | ···· |
| Operating Expenses | $518.4M | $601.9M | $492.6M | $351.3M | ···· | ···· | ···· | ···· |
| EBITDA | -$444.4M | -$559.4M | -$426.7M | -$307.6M | ···· | ···· | ···· | ···· |
| Operating Income | -$544.0M | -$648.1M | -$479.0M | -$350.1M | ···· | ···· | ···· | ···· |
| Interest Expense | $1.5M | $1.8M | $1.6M | $97K | ···· | ···· | ···· | ···· |
| Income Before Tax | -$523.5M | -$644.9M | -$464.8M | -$332.1M | ···· | ···· | ···· | ···· |
| Income Tax Expense | -$4.6M | -$136K | -$1.1M | -$4.1M | ···· | ···· | ···· | ···· |
| Net Income | -$518.9M | -$644.8M | -$463.7M | -$328.1M | ···· | ···· | ···· | ···· |
| Basic EPS | $-1.04 | $-1.44 | $-1.69 | $-1.58 | ···· | ···· | ···· | ···· |
| Basic Shares | 532M | 447M | 274M | 208M | ···· | ···· | ···· | ···· |
| Diluted Shares | 532M | 447M | 274M | 208M | ···· | ···· | ···· | ···· |
Earnings Summary
Revenue
$7.7M
Estimate unavailable.
Revenue Beat/Miss
Not available (no estimate stored)
EPS
-$0.25
Estimate unavailable.
EPS Beat/Miss
Not available (no estimate stored)
Debt Change
-29.7%
Cash Change
+3.3%
Margin Change
-808.2 pp
Debt and cash show percentage changes versus the comparison period; margin shows the change in percentage points (pp). These are company-wide changes, not per-share amounts.
Financial Changes Since Prior Period
What Improved
- Cash position grew
- Debt reduced
What Weakened
- Margins contracted
Potential Score Impact
Positive indicators included cash levels, debt levels. Pressure indicators included revenue growth, EPS growth, net income margin. These factors may support or pressure the Revenue, Management, Financial, and Debt categories; this summary does not claim that the stored scores changed.
Stored Earnings Analysis
Revenue declined 59.8%. EPS declined 39.0%. Cash increased 3.3%. Total debt declined 29.7%. Net income margin declined by 808.2 percentage points.
Earnings-Call Transcript
Earnings-call transcript analysis is not currently available.
These results may influence future scores when the next evaluation is completed.
Insider Activity
Guru / Smart Money
Guru Score
Smart Money
Number of Gurus
Total Guru Value
Avg Portfolio Weight
Largest Holder
Largest Holder %
New Positions
Increased Positions
Reduced Positions
Exited Positions
Net Guru Sentiment
Short Interest
Dividend History
Dividend data is not available yet. Missing data does not mean this company pays no dividend.
Conservative Projected Values
3 Years
$———.——
5 Years
$———.——
10 Years
$———.——
Conservative Projection Rate
——%
Conservative Projected Values — price projections derived from actual 10-year adjusted historical returns, conservatively adjusted and capped at 8% annually. These are distinct from the Outperformance Model Score and WallStreetScore.
Conservative Projected Values
Premium unlocks the 3-year, 5-year, and 10-year conservative projected values with full calculation breakdowns based on actual historical returns.
Start 7-Day Free TrialHistorical Outperformance Record
Premium includes stored forecasts and any available evaluated results. Completed results, win rates and calibrated probabilities are shown only when supported records exist; access does not create historical outcomes.
Start 7-Day Free TrialHistorical Trends
3 historical recordsHistorical Score Chart
3 of 3 records shownWall Street Score
Debt Score
Revenue Score
Asset Score
Capital Score
Management Score
Moat Score
Valuation Score
Buffett Score
Intrinsic Value
Value Reference
Margin of Safety %
Related Companies
BiotechnologyNews
Recursion Pharmaceuticals (RXRX) Expected to Beat Earnings Estimates: What to Know Ahead of Q3 Release
Recursion Announces Sanofi Options Potential First-in-Class Immunology Development Candidate from Their Collaboration
Recursion Announces Pricing of $200 Million Underwritten Offering of Class A Common Stock
Recursion Announces $200 Million Oversubscribed Follow-On Offering, Clinical Data Updates, and Partnership Milestone
Rumor Mill · RXRX
Corporate developments & opportunities
No reviewed developments match this filter.
Evidence credibility is not a forecast of stock performance. Rumor Mill is separate from the WSS score.
Related Stock Research
Continue researching this company with related Wall Street Score rankings and investing guides.
Score Alerts
Premium unlocks alerts when a score rises, falls, or reaches your target price.
Start 7-Day Free TrialPortfolio Score
Premium unlocks portfolio scoring, strongest and weakest holdings, and overall margin of safety.
Start 7-Day Free Trial