Fool - Investing News·2 days ago
Cathie Wood Goes Bargain Hunting: 3 Stocks She Just BoughtTwo stocks that have fallen out of favor and one hot stock that was one of Thursday's biggest losers were on the Ark Invest founder's shopping list.
Recursion Pharmaceuticals, Inc.(RXRX)Earnings, Financials & Key Ratios
RXRX•NASDAQ
$3.84
Price updated Jul 7, 2026
AboutRecursion 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.Show more
- Revenue$75M+26.9%
- EBITDA-$564M-27.6%
- Net Income-$645M-39.1%
- EPS (Diluted)-1.44+14.8%
- Gross Margin-61.96%-368.0%
- EBITDA Margin-755.79%-0.5%
- Operating Margin-867.87%-6.6%
- Net Margin-863.35%-9.6%
- ROE-59.54%+3.8%
RXRX Price & Volume
Recursion Pharmaceuticals, Inc. (RXRX) stock price & volume — 10-year historical chart
Loading chart...
Milestone Dependency Masks Persistent Operational Cash Burn
Investment Thesis • Updated 2026Q1
VerdictNegative
Growth:Mixed
Profitability:Negative
Financial:Vulnerable
Cash Flow:Burning
Primary Risk:Clinical trial milestone dependency
Key Thesis Takeaways
- Recursion Pharmaceuticals operates a high-risk, capital-intensive model that relies heavily on unpredictable milestone payments, as evidenced by revenue volatility ranging from $6.5M to $35.5M in recent quarters.
- While the company maintains a $654.5M cash position to fund its R&D-heavy infrastructure, the persistent net losses and reliance on equity-funded growth suggest significant long-term dilution risks.
- Investors should monitor the company's ability to transition from milestone-dependent revenue to sustainable therapeutic commercialization, as current R&D expenditures frequently exceed $120M per quarter.
Verdict Logic
the company's reliance on non-recurring milestone payments and a persistent quarterly cash burn of $81.4M in 2026Q1 suggest that the current valuation of 21.08x P/S is not supported by predictable operational cash generation.
RXRX Growth Metrics
Recursion Pharmaceuticals, Inc. (RXRX) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years-
5 Years85.36%
3 Years23.46%
TTM10.96%
Profit CAGR
10 Years-
5 Years-
3 Years-
TTM2.58%
EPS CAGR
10 Years-
5 Years-
3 Years-
TTM32.2%
Return on Capital
10 Years-51.48%
5 Years-49.74%
3 Years-54.32%
Last Year-50.1%
RXRX Recent Earnings
Recursion Pharmaceuticals, Inc. (RXRX) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 5/12 qtrs (42%)●Beat Revenue 5/12 qtrs (42%)
Q2 2026Latest
May 6, 2026Metric
Actual
Est
EPS
$0.22+26.7%
$0.30
Rev
$6M-60.1%
$16M
Q1 2026
Feb 25, 2026Metric
Actual
Est
EPS
$0.21+25.0%
$0.28
Rev
$35M+44.0%
$25M
Q4 2025
Nov 5, 2025Metric
Actual
Est
EPS
$0.36+5.3%
$0.38
Rev
$5M-78.9%
$25M
Q3 2025
Aug 5, 2025Metric
Actual
Est
EPS
$0.41-17.1%
$0.35
Rev
$19M-4.1%
$20M
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 6, 2026 | $0.22vs $0.30+26.7% | $6Mvs $16M-60.1% |
| Q1 2026 | Feb 25, 2026 | $0.21vs $0.28+25.0% | $35Mvs $25M+44.0% |
| Q4 2025 | Nov 5, 2025 | $0.36vs $0.38+5.3% | $5Mvs $25M-78.9% |
| Q3 2025 | Aug 5, 2025 | $0.41vs $0.35-17.1% | $19Mvs $20M-4.1% |
Based on last 12 quarters of dataView full earnings history →
Latest RXRX News
Recent stock market news and headlines for Recursion Pharmaceuticals, Inc. (RXRX)
The Motley Fool·3 days ago
Dyne Therapeutics vs. Recursion Pharmaceuticals: Which Development Stage Pharma Stock Is a Better Buy in 2026?Dyne Therapeutics is advancing a clinical-stage platform specifically targeting genetically driven neuromuscular diseases. Recursion Pharmaceuticals utilizes an artificial intelligence OS to accelerate drug discovery across several therapeutic areas.
The Motley Fool·4 days ago
Moderna vs. Recursion: Which Cutting-Edge Pharma Stock Is a Better Buy in 2026?Moderna is evolving from a COVID-19 vaccine specialist into a multi-product firm with major oncology and rare disease partnerships. Recursion Pharmaceuticals is leveraging artificial intelligence and massive biological datasets to accelerate drug discovery via high-tech collaborations.
247 Wallst·Jun 30, 2026
AI Is Transforming Drug Discovery. Here Is the Next Trillion-Dollar Biotech OpportunityArtificial intelligence is reshaping nearly every industry, but some of its biggest opportunities are emerging far from Silicon Valley. Biotechnology has spent decades producing breakthrough medicines, yet drug development has remained painfully slow, often taking 10 to 15 years while roughly 90% of candidates never reach approval. AI is beginning to change that equation. By... AI Is Transforming Drug Discovery. Here Is the Next Trillion-Dollar Biotech Opportunity
Fool - Investing News·Jun 30, 2026
Recursion Pharmaceuticals vs. Summit Therapeutics: Which Healthcare Stock Is a Better Buy in 2026?Recursion harnesses AI for large-scale drug discovery, while Summit's betting on a single oncology candidate. How do their financials and risk profiles stack up?
Peers Comparison
Key metrics vs top competitors for Recursion Pharmaceuticals, Inc. (RXRX)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $3.84 | $1.72B | -2.67 | 26.92% | -863.35% | -59.54% | — | |
| $16.49 | $1.23B | -11.70 | 23.29% | -40.6% | -30.85% | — | |
| $7.69 | $2.35B | -15.69 | 160.56% | -181.75% | -14.22% | — | |
| $19.74 | $3.73B | -12.26 | 53.44% | -2554.14% | -43.94% | — | |
| $22.25 | $1.64B | 6.74 | 18.52% | 118.91% | 47.59% | — | |
| $37.92 | $3.9B | -46.81 | 120.01% | -49.17% | -5.89% | — |
Compare RXRX vs Peers
Recursion Pharmaceuticals, Inc. (RXRX) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
RXRX SEC Filings & Documents
Recursion Pharmaceuticals, Inc. (RXRX) SEC filings — annual & quarterly reports (10-K, 10-Q)
8-K Announcements
6Material company update
May 6, 2026·SEC
Material company update
Apr 30, 2026·SEC
Material company update
Mar 25, 2026·SEC
10-K Annual Reports
210-Q Quarterly Reports
5Get notified when RXRX posts new earnings or crosses analyst targets
Free. No account needed. Unsubscribe any time.
RXRX Frequently Asked Questions
Recursion Pharmaceuticals, Inc. (RXRX) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is Recursion Pharmaceuticals, Inc.'s revenue?
Recursion Pharmaceuticals, Inc. (RXRX) reported $66.3M in revenue for fiscal year 2025. This represents a 3774% increase from $1.7M in 2019.
How fast is Recursion Pharmaceuticals, Inc. growing?
Recursion Pharmaceuticals, Inc. (RXRX) grew revenue by 26.9% over the past year. This is strong growth.
Is RXRX profitable?
Recursion Pharmaceuticals, Inc. (RXRX) reported a net loss of $559.8M for fiscal year 2025.
Dividend & Returns
What is RXRX's return on equity?
Recursion Pharmaceuticals, Inc. (RXRX) has a return on equity (ROE) of -59.5%. Negative ROE indicates the company is unprofitable.
What is Recursion Pharmaceuticals, Inc.'s free cash flow?
Recursion Pharmaceuticals, Inc. (RXRX) had negative free cash flow of $325.8M in fiscal year 2025, likely due to heavy capital investments.