Buying a stock that has significantly lagged broader equities is only a good idea when there are solid reasons to expect it will bounce back and perform better over the long run. But sometimes that simply isn’t the case, and it’s best to avoid beaten-down companies with dim prospects rather than hoping for a hypothetical turnaround. That brings us to Teladoc Health (TDOC -0.32%) and Recursion Pharmaceuticals (RXRX -5.23%). These two healthcare companies have lost significant market value in recent years, but they still aren't worth buying on the dip.
Image source: The Motley Fool.
1. Teladoc HealthTeladoc, a telemedicine specialist, has been struggling since its pandemic highs. The company has faced significant competition in recent years, resulting in subpar financial results, particularly in its BetterHelp virtual therapy service, which was once its biggest growth driver. There were signs that Teladoc may have been bouncing back earlier this year as the company was making progress in expanding health insurance coverage for BetterHelp, which it thought would boost demand and revenue.
However, Teladoc's second-quarter financial results dealt another blow to the bulls' hopes. Teladoc's revenue declined by 4% year over year to $606.9 million. Its loss per share of $0.21 was slightly worse than the $0.19 loss per share reported in the year-ago period. BetterHelp's revenue dropped 12% year over year, and the service's paying users dropped by 11% compared to the year-ago period. Several other platforms have copied BetterHelp's format and offer slightly differentiated services, including hybrid virtual and in-person care (BetterHelp is only virtual).
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It's going to be challenging for Teladoc to build a sustainable competitive advantage that will support consistent revenue growth over the long run, even as it continues to ramp up its insurance coverage, which some of its competitors also offer. True, Teladoc's international revenue continues to grow at a decent clip.
It jumped 7% year over year in the second quarter. But there are significant risks associated with Teladoc's international strategy, beyond competition alone. Teladoc could run into regulatory issues because different countries have varying rules and guidelines governing consultations, prescriptions, and other services it offers through its platform. The bottom line is that the company's outlook remains dim at best. The stock has lost 95% of its value in the past five years. It doesn't look likely to bounce back soon.
2. Recursion Pharmaceuticals Recursion Pharmaceuticals is a biotech company that uses artificial intelligence (AI) to accelerate drug development. This is an increasingly popular approach in the industry, and it's not hard to understand why. Despite technological progress, the process of developing drugs has become longer and more expensive over the past few decades. Drugmakers are betting that AI can help change that.
For some companies, this is a project they hope will help improve their businesses and lead to productivity and margin gains, as they already have large lineups of approved products that generate consistent revenue and earnings. That's the case with Eli Lilly (LLY -2.21%), Novo Nordisk (NVO -3.09%), and Bristol Myers Squibb (BMY -3.19%), all three of which have taken important steps to incorporate AI into their drug development activities.
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However, AI is the core of Recursion Pharmaceuticals' approach. The company uses an AI-powered operating system (OS) that tests investigational compounds and sends the most promising to clinical trials. The problem is that Recursion Pharmaceuticals' success has been limited. Although it has several attractive candidates, so do plenty of other similarly sized biotechs that don't rely on AI nearly as much.
But Recursion has no approved products and none even in phase 3 studies. Most clinical-stage biotechs are fairly risky, and Recursion's AI-powered approach hardly changes that, given it has yet to demonstrate that its strategy can deliver the results it expects. Recursion Pharmaceuticals may well prove the skeptics wrong and show that its AI-powered OS is as powerful as it claims.
But the stock has dropped 21% over the past year for a good reason, and it doesn't look attractive right now. Perhaps that will change as Recursion makes solid clinical and regulatory progress, but until then, it's probably best for most investors to stay on the sidelines.
It has been about a month since the last earnings report for Recursion Pharmaceuticals (RXRX - Free Report) . Shares have added about 8.2% in that time frame, outperforming the S&P 500.
Will the recent positive trend continue leading up to its next earnings release, or is Recursion Pharmaceuticals due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important drivers.
RXRX Q2 Earnings Miss Estimates, Revenues Fall Y/YRecursion reported a loss of 25 cents per share in the second quarter of 2026, wider than the Zacks Consensus Estimate of a loss of 23 cents. The company had incurred a loss of 41 cents per share in the year-ago quarter.
In the absence of an approved product, Recursion primarily recognizes collaboration and grant revenues. Total revenues were $7.67 million, which declined 60% year over year and missed the Zacks Consensus Estimate of $14 million. Lower Roche collaboration revenues hurt the top line. The reduction followed the successful completion of certain project phases during the prior-year period.
RXRX’s Q2 Results in DetailOperating revenues totaled $7.3 million in the second quarter, down 62% from $19.1 million in the year-ago quarter. Grant revenues rose significantly to $0.37 million from $0.12 million a year earlier.
Research and development expenses decreased 30% year over year to $89.6 million. The decline primarily reflected lower platform costs due to the timing of Tempus record purchases and improved operating efficiency. The reported quarter included $3.1 million in non-cash expenses related to the use of Tempus’ patient-centric multimodal oncology data compared with $22.7 million a year earlier.
General and administrative expenses declined 11% year over year to $41.5 million, primarily due to lower salary expenses following headcount reductions. Cost of revenues fell 43% to $11.5 million from $20.2 million in the prior-year quarter.
Recursion Pharmaceuticals had cash, cash equivalents and restricted cash of $556.8 million as of June 30, 2026, compared with $665.2 million as of March 31, 2026. Based on its current operating plan and without additional financing, RXRX expects its cash reserves to support operations into early 2028.
How Have Estimates Been Moving Since Then?In the past month, investors have witnessed a flat trend in estimates review.
The consensus estimate has shifted 6.51% due to these changes.
VGM ScoresAt this time, Recursion Pharmaceuticals has a average Growth Score of C, a grade with the same score on the momentum front. However, the stock was allocated a grade of F on the value side, putting it in the fifth quintile for value investors.
Overall, the stock has an aggregate VGM Score of F. If you aren't focused on one strategy, this score is the one you should be interested in.
Outlook Recursion Pharmaceuticals has a Zacks Rank #3 (Hold). We expect an in-line return from the stock in the next few months.
Performance of an Industry PlayerRecursion Pharmaceuticals belongs to the Zacks Medical - Biomedical and Genetics industry. Another stock from the same industry, Moderna (MRNA - Free Report) , has gained 176.4% over the past month. More than a month has passed since the company reported results for the quarter ended June 2026.
Moderna reported revenues of $145 million in the last reported quarter, representing a year-over-year change of +2.1%. EPS of -$1.97 for the same period compares with -$2.13 a year ago.
For the current quarter, Moderna is expected to post a loss of $1.36 per share, indicating a change of -166.7% from the year-ago quarter. The Zacks Consensus Estimate has changed +26.1% over the last 30 days.
Moderna has a Zacks Rank #3 (Hold) based on the overall direction and magnitude of estimate revisions. Additionally, the stock has a VGM Score of B.
Key Takeaways Recursion is advancing REC-4881 in FAP while pursuing a potential registrational pathway with the FDA.RXRX is expanding its oncology pipeline with REC-1245, REC-617, REC-3565, REC-4539 and REC-7735.Genentech has advanced a neuroscience target from its RXRX collaboration, further validating its platform. Recursion Pharmaceuticals (RXRX - Free Report) uses an AI-driven drug discovery platform, Recursion Operating System (OS), to identify and develop novel therapies across its pipeline. It is advancing several clinical-stage programs, with REC-4881 emerging as its most advanced internal candidate and multiple oncology assets providing additional pipeline diversification.
REC-4881, an allosteric MEK1/2 inhibitor, is being evaluated in a phase Ib/II TUPELO study for familial adenomatous polyposis (FAP), a rare inherited disorder characterized by the development of numerous colorectal polyps. Earlier clinical data showed rapid and durable reductions in polyp burden, which Recursion described as the first clinical validation of the Recursion OS. RXRX has initiated discussions with the FDA on a potential registrational pathway, while additional phase II safety and efficacy data from the TUPELO study are expected in November 2026.
Beyond REC-4881, Recursion is advancing several oncology candidates, including REC-1245 for biomarker-enriched solid tumors and lymphoma, REC-617 for advanced solid tumors and REC-3565 for B-cell malignancies, all of which are currently undergoing early-stage development. REC-4539, an LSD1 inhibitor, also entered clinical-stage development for solid tumors, with potential applicability in hematologic malignancies. Meanwhile, REC-7735, an AI-designed PI3Kα H1047R inhibitor, has received clinical-study clearance and is expected to enter a phase I/II study in the second half of 2026 for selected PIK3CA H1047R-mutant solid tumors, adding another potential catalyst to the pipeline.
Recursion is also advancing REC-102, an ENPP1 inhibitor for hypophosphatasia, following its acquisition of full rights to the program from Rallybio. The oral candidate is designed as a potential disease-modifying treatment for hypophosphatasia and expands Recursion's presence in rare diseases. In addition, Genentech (a wholly owned subsidiary of Roche) recently advanced the first neuroscience target from its collaboration with Recursion into an early discovery program, providing another potential validation of RXRX’s proprietary platform. With multiple clinical programs advancing and several potential catalysts ahead, Recursion’s expanding pipeline could strengthen its long-term growth prospects.
RXRX Faces Competitive Pressure in the TechBio IndustryIn the TechBio space, Relay Therapeutics (RLAY - Free Report) and Schrödinger (SDGR - Free Report) are emerging as strong competitors to Recursion Pharmaceuticals, using computationally driven platforms to discover and develop novel therapies.
RLAY is currently evaluating its lead candidate, zovegalisib (RLY-2608), a mutant-selective PI3Kα inhibitor, in the phase III ReDiscover-2 study in combination with fulvestrant in previously CDK4/6-treated, PIK3CA-mutated HR+/HER2- advanced breast cancer. It is also planning to initiate a separate late-stage frontline breast cancer study of the candidate, subject to regulatory feedback, while the phase I/II ReInspire study is evaluating zovegalisib in PIK3CA-driven vascular anomalies. Relay Therapeutics is also developing RLY-8161, an NRAS-selective inhibitor, in a phase I/II study for NRAS-mutant melanoma and other solid tumors. In addition, the company is advancing a preclinical, non-inhibitory chaperone program for Fabry disease, as well as early-stage discovery programs across both precision oncology and genetic diseases.
Schrödinger’s lead proprietary pipeline consists of SGR-1505, a MALT1 inhibitor in phase I for relapsed/refractory B-cell malignancies, and SGR-3515, a Wee1/Myt1 inhibitor undergoing phase I development for advanced solid tumors. Both programs were discovered using Schrödinger's computational capabilities, with SGR-3515 showing preliminary clinical activity and SGR-1505 demonstrating encouraging activity in B-cell malignancies in earlier updates. SDGR plans to complete its ongoing early-stage studies while seeking strategic partners to advance SGR-1505 and SGR-3515 beyond phase I.
RXRX’s Stock Price, Valuation & Estimate MovementsYear to date, RXRX shares have lost 17.4% against the industry’s 9.7% growth. During the same time frame, Recursion has also underperformed the S&P 500 and the overall medical sector, as seen in the chart below.
RXRX Mixed Stock PerformanceImage Source: Zacks Investment Research
Recursion is trading at a discount to the industry, as seen in the chart below. Going by the price/book value ratio, the company’s shares currently trade at 1.97, which is less than 3.97 for the industry. The stock is trading significantly below its five-year mean of 3.22.
RXRX Stock ValuationImage Source: Zacks Investment Research
Loss estimates for 2026 have narrowed from 99 cents per share to 92 cents over the past 30 days. During the same time frame, RXRX’s 2027 loss per share estimates have narrowed from 96 cents to 92 cents.
RXRX Estimate MovementImage Source: Zacks Investment Research
Recursion currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Key Takeaways RXRX uses AI, biological data and automation, while SDGR combines physics-based modeling with AI.RLAY uses protein-motion technology to advance zovegalisib and other precision oncology programs.ABSI combines generative AI and lab validation to advance AI-designed antibody programs. Artificial intelligence (AI) is poised to reshape pharmaceutical research by addressing some of the industry's most persistent challenges: lengthy timelines, high development costs and substantial clinical failure rates. Traditional drug discovery is largely hypothesis-driven and requires years of sequential experimentation before a viable candidate emerges. It is a common industry understanding that most drug candidates fail during clinical development. Drug development remains a lengthy and costly process, with McKinsey citing Tufts researchers’ estimate of about 10 years and $1.4 billion in out-of-pocket costs to bring a single drug to market.
AI aims to change this paradigm by allowing researchers to analyze vast biological and chemical datasets before investing heavily in laboratory testing. AI models can help identify promising targets, design drug candidates and predict biological responses, potentially making drug discovery faster and more efficient. Data from laboratory experiments can then be fed back into the models to improve future predictions, while platform licensing, partnerships and milestone payments offer additional revenue opportunities.
Against this backdrop, Recursion Pharmaceuticals (RXRX - Free Report) ,Schrödinger (SDGR - Free Report) , Relay Therapeutics (RLAY - Free Report) and Absci (ABSI - Free Report) stand out for applying computational and AI-based technologies to drug discovery while advancing proprietary or partnered clinical pipelines. Although their approaches differ — from Recursion's AI-native biology platform and Schrödinger's physics-based molecular modeling to Relay's protein-motion technology and Absci's generative antibody design — they share a common objective to use computation and data to improve the efficiency and precision of therapeutic discovery.
Together, these companies offer investors exposure to the potential transformation of drug discovery, with their proprietary AI platforms, advancing clinical pipelines and partnership opportunities providing multiple avenues for long-term value creation. All four companies currently carry a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Recursion PharmaceuticalsRecursion's Recursion Operating System combines large-scale biological and chemical datasets, machine learning, automated experimentation and computational tools to map and navigate trillions of biological and chemical relationships. Its latest AI agents extend the platform across target discovery, drug design and clinical strategy, with the company reporting faster analysis and improved enrollment rates in supported workflows.
RXRX shares have plunged 22.8% year to date against the industry’s 4.8% growth.
Image Source: Zacks Investment Research
The platform's most advanced internal asset is REC-4881, an allosteric MEK1/2 inhibitor currently undergoing mid-stage development for familial adenomatous polyposis. In the phase II study, data have shown meaningful reductions in polyp burden, prompting discussions with the FDA on a potential registrational pathway. Additional phase II safety and efficacy data are expected to be presented at a medical conference in November.
Beyond REC-4881, Recursion's clinical pipeline includes several early-stage candidates, including REC-1245 for biomarker-enriched solid tumors and lymphoma, REC-617 for advanced solid tumors, REC-3565 for B-cell malignancies and REC-4539 for solid tumors and hematologic cancers. Pipeline momentum is also broadening. REC-7735, an AI-designed PI3Kα H1047R inhibitor, has received investigational new drug (IND) application clearance and is expected to enter a phase I/II study in the second half of 2026 for selected PIK3CA H1047R-mutant solid tumors.
SchrödingerSchrödinger operates a physics-based computational platform that integrates molecular simulation with machine learning to discover and optimize novel molecules. Its newly launched Bunsen agentic AI co-scientist combines AI with physics-based simulation to help researchers execute molecular discovery workflows, while its predictive toxicology initiative seeks to reduce development-failure risk.
SDGR shares have lost 1.6% year to date against the industry’s 2.9% growth.
Image Source: Zacks Investment Research
Schrödinger’s lead proprietary pipeline consists of SGR-1505, a MALT1 inhibitor in phase I for relapsed/refractory B-cell malignancies, and SGR-3515, a Wee1/Myt1 inhibitor undergoing phase I development for advanced solid tumors. Both programs were discovered using Schrödinger's computational capabilities, with SGR-3515 showing preliminary clinical activity and SGR-1505 demonstrating encouraging activity in B-cell malignancies in earlier updates.
Importantly, Schrödinger is taking a more capital-efficient approach to clinical development. The company plans to complete its ongoing early-stage studies while seeking strategic partners to advance SGR-1505 and SGR-3515 beyond phase I rather than independently funding additional studies. This model allows Schrödinger to monetize its computational platform through software and collaborations while retaining potential upside from proprietary therapeutics.
Relay TherapeuticsRelay Therapeutics’ Dynamo platform combines computational and experimental approaches centered on protein motion to identify small-molecule therapies against previously difficult targets. The platform is focused on precision oncology and genetic diseases, with the company's strategy built around linking target biology with patient selection.
RLAY shares have soared 134.8% year to date against the industry’s 2.1% decline.
Image Source: Zacks Investment Research
The centerpiece is zovegalisib (RLY-2608), a mutant-selective PI3Kα inhibitor, currently being evaluated in the phase III ReDiscover-2 study, in combination with fulvestrant in previously CDK4/6-treated, PIK3CA-mutated HR+/HER2- advanced breast cancer. RLAY also plans to initiate a separate late-stage frontline breast cancer study of the candidate, subject to regulatory feedback, while the phase I/II ReInspire study is evaluating zovegalisib in PIK3CA-driven vascular anomalies.
Relay Therapeutics is also expanding beyond PI3Kα with RLY-8161, an NRAS-selective inhibitor being studied in a phase I/II study for NRAS-mutant melanoma and other NRAS-mutant solid tumors. In addition, the company is advancing a non-inhibitory chaperone program for Fabry disease and earlier discovery programs, giving investors exposure to multiple applications of its computational platform.
AbsciAbsci uses its Integrated Drug Creation platform, which combines generative AI models, synthetic biology and rapid laboratory validation. Its Origin-1 generative design model and lab-in-the-loop system are intended to accelerate antibody discovery by continuously feeding experimental results back into the computational models. The company previously said it advanced its first two programs from AI design to IND in about two years for roughly $15 million per program compared to an industry average of four to six years at a cost exceeding $50 million.
ABSI shares have skyrocketed 163% year to date compared with the industry’s 4.8% growth.
Image Source: Zacks Investment Research
The key asset is ABS-201, an AI-designed anti-prolactin receptor antibody being evaluated in the phase I/IIa HEADLINE study for androgenetic alopecia or pattern hair loss. In June, Absci reported favorable interim early-stage safety data and an estimated half-life of at least 65 days, supporting the candidate’s targeted dosing interval of two or three injections over six months. The company expects interim proof-of-concept data in the second half of 2026 and full proof-of-concept data in early 2027.
Absci is also preparing to broaden ABS-201 into endometriosis, with a phase II study initiation targeted for the fourth quarter of 2026 and potential proof-of-concept data in the second half of 2027. Meanwhile, ABS-202, another AI-designed anti-PRLR antibody, remains in preclinical development for an undisclosed immunology and inflammation indication. The company's strengthened balance sheet, including a $40 million strategic investment from Eli Lilly, is expected to fund operations into the second half of 2028, providing additional runway for these milestones.
Recursion Pharmaceuticals (NASDAQ: RXRX) is using artificial intelligence to generate and analyze biological data in an effort to improve drug discovery, advance internal therapeutic programs and support collaborations with larger pharmaceutical companies, CFO and President of Recursion U.K. Ben Taylor said during a BofA Global Research virtual conference. Taylor described AI not as a "magic wand,"
Recursion Pharmaceuticals NASDAQ: RXRX is using artificial intelligence to generate and analyze biological data in an effort to improve drug discovery, advance internal therapeutic programs and support collaborations with larger pharmaceutical companies, CFO and President of Recursion U.K. Ben Taylor said during a BofA Global Research virtual conference.
California State Teachers Retirement System lifted its holdings in Recursion Pharmaceuticals, Inc. (NASDAQ:RXRX – Free Report) by 64.0% in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 574,637 shares of the company’s stock after buying an additional 224,332 shares during the period. California State Teachers Retirement System owned about 0.11% of Recursion Pharmaceuticals worth $1,764,000 as of its most recent SEC filing.
Other institutional investors and hedge funds have also modified their holdings of the company. NewEdge Advisors LLC raised its position in Recursion Pharmaceuticals by 28.1% during the second quarter. NewEdge Advisors LLC now owns 11,061 shares of the company’s stock valued at $56,000 after buying an additional 2,428 shares during the period. Equitable Holdings Inc. boosted its position in Recursion Pharmaceuticals by 7.1% during the 3rd quarter. Equitable Holdings Inc. now owns 39,400 shares of the company’s stock worth $192,000 after acquiring an additional 2,600 shares during the period. Universal Beteiligungs und Servicegesellschaft mbH boosted its position in Recursion Pharmaceuticals by 1.2% during the 4th quarter. Universal Beteiligungs und Servicegesellschaft mbH now owns 232,370 shares of the company’s stock worth $954,000 after acquiring an additional 2,753 shares during the period. Daiwa Securities Group Inc. grew its stake in Recursion Pharmaceuticals by 29.3% during the 2nd quarter. Daiwa Securities Group Inc. now owns 12,706 shares of the company’s stock valued at $64,000 after acquiring an additional 2,883 shares in the last quarter. Finally, Ascent Wealth Partners LLC grew its stake in Recursion Pharmaceuticals by 11.8% during the 1st quarter. Ascent Wealth Partners LLC now owns 28,081 shares of the company’s stock valued at $86,000 after acquiring an additional 2,974 shares in the last quarter. Hedge funds and other institutional investors own 89.06% of the company’s stock.
Recursion Pharmaceuticals Stock Down 1.8% RXRX opened at $3.29 on Thursday. Recursion Pharmaceuticals, Inc. has a fifty-two week low of $2.77 and a fifty-two week high of $7.18. The business has a 50-day moving average of $3.30 and a 200-day moving average of $3.42. The company has a debt-to-equity ratio of 0.01, a current ratio of 5.03 and a quick ratio of 5.03. The company has a market capitalization of $1.74 billion, a PE ratio of -3.16 and a beta of 1.03.
Recursion Pharmaceuticals (NASDAQ:RXRX – Get Free Report) last announced its quarterly earnings results on Wednesday, August 5th. The company reported ($0.25) earnings per share (EPS) for the quarter, missing the consensus estimate of ($0.24) by ($0.01). Recursion Pharmaceuticals had a negative net margin of 945.94% and a negative return on equity of 50.41%. The firm had revenue of $7.67 million for the quarter, compared to analyst estimates of $10.97 million. During the same quarter in the prior year, the firm earned ($0.41) earnings per share. Equities research analysts forecast that Recursion Pharmaceuticals, Inc. will post -0.9 EPS for the current fiscal year.
Wall Street Analyst Weigh In A number of research firms have recently issued reports on RXRX. JPMorgan Chase & Co. reduced their price target on shares of Recursion Pharmaceuticals from $11.00 to $10.00 and set an “overweight” rating for the company in a research report on Thursday, April 30th. Morgan Stanley boosted their price objective on shares of Recursion Pharmaceuticals from $5.00 to $5.50 and gave the company an “equal weight” rating in a research report on Thursday, May 14th. Needham & Company LLC reaffirmed a “buy” rating and set a $8.00 price objective on shares of Recursion Pharmaceuticals in a research report on Thursday, May 7th. Weiss Ratings reiterated a “sell (d-)” rating on shares of Recursion Pharmaceuticals in a research note on Friday, July 17th. Finally, Wall Street Zen downgraded shares of Recursion Pharmaceuticals from a “sell” rating to a “strong sell” rating in a research report on Saturday, August 8th. Two research analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of “Hold” and a consensus target price of $8.10.
View Our Latest Research Report on RXRX
Insider Buying and Selling In other Recursion Pharmaceuticals news, CEO Najat Khan sold 23,588 shares of Recursion Pharmaceuticals stock in a transaction that occurred on Friday, June 5th. The shares were sold at an average price of $3.58, for a total value of $84,445.04. Following the completion of the sale, the chief executive officer directly owned 2,175,796 shares in the company, valued at $7,789,349.68. The trade was a 1.07% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Blake Borgeson sold 30,000 shares of the business’s stock in a transaction that occurred on Tuesday, August 4th. The stock was sold at an average price of $3.25, for a total transaction of $97,500.00. Following the completion of the sale, the director directly owned 6,188,287 shares of the company’s stock, valued at $20,111,932.75. This represents a 0.48% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 131,937 shares of company stock valued at $478,874 over the last quarter. Corporate insiders own 6.65% of the company’s stock.
Recursion Pharmaceuticals Company Profile (Free Report)
Recursion Pharmaceuticals, Inc (NASDAQ: RXRX) is a biopharmaceutical company that combines advanced automation, artificial intelligence and high-throughput biology to discover and develop novel therapeutics. The company’s proprietary platform integrates deep-learning algorithms with large-scale cellular imaging and chemical biology, enabling the rapid identification of potential drug candidates across a range of indications. By automating complex laboratory workflows and leveraging computational models, Recursion aims to accelerate the drug discovery process and expand the scope of targets that can be addressed.
At the core of Recursion’s offering is its digital biology platform, which captures billions of cell images under varying chemical and genetic perturbations.
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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.
Key Takeaways RXRX posted a wider-than-expected Q2 loss as revenue fell 60% year over year and missed estimates.Recursion said lower Roche and Genentech collaboration revenues drove the quarterly revenue decline.RXRX highlighted Genentech progress, pipeline advances and cash expected to fund operations into early 2028. Recursion Pharmaceuticals (RXRX - Free Report) reported a loss of 25 cents per share in the second quarter of 2026, wider than the Zacks Consensus Estimate of a loss of 23 cents. The company had incurred a loss of 41 cents per share in the year-ago quarter.
In the absence of an approved product, Recursion primarily recognizes collaboration and grant revenues. Total revenues were $7.67 million, which declined 60% year over year and missed the Zacks Consensus Estimate of $14 million. Lower Roche (RHHBY - Free Report) and Genentech, a fully owned subsidiary of RHHBY, collaboration revenues hurt the top line. The reduction followed the successful completion of certain project phases during the prior-year period.
The stock fell 4.2% on Wednesday as investors reacted negatively to the disappointing second-quarter results.
RXRX’s Q2 Results in DetailOperating revenues totaled $7.3 million in the second quarter, down 62% from $19.1 million in the year-ago quarter. Grant revenues rose significantly to $0.37 million from $0.12 million a year earlier.
Research and development expenses decreased 30% year over year to $89.6 million. The decline primarily reflected lower platform costs due to the timing of Tempus record purchases and improved operating efficiency. The reported quarter included $3.1 million in non-cash expenses related to the use of Tempus’ patient-centric multimodal oncology data compared with $22.7 million a year earlier.
General and administrative expenses declined 11% year over year to $41.5 million, primarily due to lower salary expenses following headcount reductions. Cost of revenues fell 43% to $11.5 million from $20.2 million in the prior-year quarter.
Recursion Pharmaceuticals had cash, cash equivalents and restricted cash of $556.8 million as of June 30, 2026, compared with $665.2 million as of March 31, 2026. Based on its current operating plan and without additional financing, RXRX expects its cash reserves to support operations into early 2028.
RXRX shares have plunged 22.5% year to date against the industry’s 2.5% growth.
Image Source: Zacks Investment Research
Recursion’s Genentech Collaboration UpdateRoche’s Genentech exercised the first Validated Target Option under its neuroscience collaboration with Recursion. The decision advanced a previously unexplored neuroscience target into a joint small-molecule early discovery program.
Recursion and Genentech developed a whole-genome CRISPR knockout map using a subset of more than 1 trillion internally manufactured induced pluripotent stem cell-derived neuronal cells. Predicted targets underwent pathway, functional and disease validation before progressing. The companies will now focus on small-molecule design, hit generation and validation using Recursion’s AI-native chemistry platform.
RXRX has achieved $216 million in upfront and milestone payments from the Roche and Genentech collaboration to date. The agreement covers up to 40 potential small-molecule discovery programs, each carrying more than $300 million in potential development, commercialization and net sales milestones, along with tiered royalties of up to high-single digits.
RXRX’s Key Pipeline UpdatesREC-4881 is being evaluated for familial adenomatous polyposis (FAP) in the phase Ib/II TUPELO study. The oral MEK1/2 inhibitor is designed to address the drivers of FAP polyp growth.
The candidate has received Orphan Drug and Fast Track designations from the FDA for the FAP indication. Recursion initiated discussions with the agency in the first half of 2026 and expects to provide an update on the potential registrational path later in the year.
The TUPELO study is now enrolling patients aged 18 and older and includes a cohort evaluating an alternative dosing schedule. Additional phase II safety and efficacy data, contextualized with real-world registry findings, are scheduled for presentation at a medical conference in November 2026.
RXRX Advances REC-7735 Toward the Clinical PhaseThe FDA cleared the investigational new drug application for REC-7735, an AI-designed PI3K-alpha H1047R inhibitor. Recursion expects to initiate the phase I/II ZINNIA study in select patients with PIK3CA H1047R-mutant solid tumors in the second half of 2026.
Recursion delivered the development candidate within 10 months after synthesizing 242 compounds. Initial data from the dose-escalation portion of the study are expected in the first half of 2028.
RXRX’s Other Clinical Programs ProgressRecursion continues dose escalation in the phase I/II DAHLIA study of REC-1245, an oral RBM39 degrader being developed for solid tumors and lymphoma. Additional phase I dose-escalation data are expected in the second half of 2026.
The company is also advancing REC-617 in advanced solid tumors, REC-3565 in B-cell malignancies and REC-4539 in solid tumors and hematologic cancers. Early phase I safety and pharmacokinetic combination data for REC-617 and monotherapy data for REC-3565 are expected in the first half of 2027.
Early phase I safety and pharmacokinetic monotherapy data for REC-4539 are anticipated in the second half of 2027. Recursion is also progressing REC-102, an oral ENPP1 inhibitor for hypophosphatasia, toward the completion of investigational new drug-enabling studies in the second half of 2026.
RXRX’s Zacks Rank & Stocks to ConsiderRecursion currently carries a Zacks Rank #3 (Hold).
Some better-ranked stocks in the biotech sector are Harmony Biosciences (HRMY - Free Report) and Repligen (RGEN - Free Report) , each currently sporting a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
Over the past 60 days, estimates for Harmony Biosciences’ 2026 earnings per share have risen from $3.20 to $3.33, while estimates for 2027 have increased from $3.64 to $3.87 during the same time. HRMY shares have gained 2.2% year to date.
Harmony Biosciences’ earnings missed estimates in three of the trailing four quarters and beat on the remaining occasion, delivering an average negative surprise of 13.97%.
Over the past 60 days, estimates for Repligen’s 2026 earnings per share have risen from $1.99 to $2.06, while estimates for 2027 have increased from $2.57 to $2.62 during the same time. RGEN shares have declined 3.2% year to date.
Repligen’s earnings beat estimates in each of the trailing four quarters, with the average surprise being 16.80%.
2 Reasons Absci Could Be the Future of AI Biotech, and 1 RiskRecursion Pharmaceuticals NASDAQ: RXRX outlined progress across its clinical pipeline, drug-discovery partnerships and AI-enabled research platform, while lowering its 2026 cash operating expense guidance to $375 million and reaffirming expectations for an operating runway through early 2028.
The company said it now has five clinical-stage programs and has generated more than $500 million in realized cash inflows through partnerships. Management emphasized that its drug-discovery approach combines proprietary biological data, AI models and experimental validation in a continuous “lab-in-the-loop” system.
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Genentech Neuroscience Program Advances These Are the Only 6 Stock Stocks in NVIDIA's 13F PortfolioA central update was the advancement of the first neuroscience target from Recursion’s collaboration with Roche and Genentech into a joint early drug-discovery program. The company described the target as previously unexplored biology that was identified using disease-relevant cellular data, foundation models and experimental validation.
According to Recursion, the neuroscience effort used induced pluripotent stem cell-derived neuronal and microglial cells at scale, including more than 1 trillion neurons and hundreds of billions of microglia. The company said its models evaluated biological signatures across more than 17,000 genes and tens of millions of data points, generating potential targets that were subsequently assessed through multiple experimental assays.
Sudden Ascent: Is Recursion Pharmaceuticals NVIDIA’s AI Favorite?Management said the collaboration with Roche Genentech has produced more than $216 million in upfront and milestone payments to date. Recursion also cited the potential for more than $300 million in additional development, commercialization and sales milestones for each future small-molecule program under the collaboration.
The company said the milestone provides early evidence that its platform can identify and validate new biological targets rather than solely optimize work on known biology. It added that the underlying datasets could potentially be reused to identify additional neuroscience opportunities.
FAP Program to Present Additional Data Chief Medical Officer Vicki Goodman highlighted REC-4881, an oral MEK1/2 inhibitor being evaluated in familial adenomatous polyposis, or FAP. The disease causes patients to develop hundreds or thousands of polyps in the gastrointestinal tract and often requires colectomy and continued surveillance or additional procedures.
Goodman said there are no approved systemic therapies to alter the course of FAP in post-colectomy patients. Recursion estimates there are more than 50,000 such patients in the U.S. and EU5 and cited a potential addressable market exceeding $10 billion.
In the ongoing Phase II TUPELO study, patients receiving REC-4881 after colectomy showed a median 43% reduction in polyp burden after three months of treatment, Goodman said. She added that reductions were sustained after three months off treatment and were observed in both the upper and lower gastrointestinal tract. The company characterized the safety profile as manageable, with predominantly mild-to-moderate adverse events consistent with other MEK inhibitors.
Recursion is continuing enrollment in TUPELO, including a dose-optimization cohort. Additional data are scheduled for presentation at the CGA-IGC Conference in November, and the company expects to provide an update on FDA discussions later this year. Goodman said regulatory discussions have focused on reducing uncertainty around study design, including the appropriate primary endpoint, in a disease with limited regulatory precedent.
REC-7735 Set for Phase I Initiation Recursion also said the FDA cleared its investigational new drug application for REC-7735, a precision-designed PI3K inhibitor for cancers with the PIK3CA H1047R mutation. The company intends to initiate the Phase I ZINNIA trial later this year.
Goodman said REC-7735 was designed to be more than 100-fold selective for the H1047R mutation relative to wild-type PI3K. Existing PI3K inhibitors can inhibit wild-type PI3K and cause hyperglycemia, which can limit dosing and potentially lead to hyperinsulinemia that reactivates the PI3K signaling pathway, she said.
The initial dose-escalation portion of ZINNIA will enroll patients with PIK3CA H1047R-mutant solid tumors. Recursion plans to evaluate a cohort of patients vulnerable to hyperglycemia after establishing tolerability at an active dose, followed by dose optimization in ER-positive, HER2-negative breast cancer. The company said it may expand to additional tumor types based on emerging data and expects first dose-escalation data in the first half of 2028.
Management said REC-7735 was delivered as a development candidate in 10 months, following the synthesis of 242 compounds across 13 design cycles. The company said its platform identified a previously unpublished binding pocket and found no identified off-target liabilities in its preclinical work.
AI Platform and Spending Plans Recursion said it has generated and aggregated more than 50 petabytes of multimodal biological data. Management said its chemistry platform has advanced candidates using roughly 330 compounds over about a year and a half, compared with an industry benchmark cited by the company of roughly 2,500 compounds over four years for small-molecule discovery.
The company also described AI agents being deployed in biology, chemistry and clinical development. It said a target-discovery tool can help scientists interrogate biological maps in hours rather than weeks, while a chemistry design agent has reduced structural-analysis work from roughly four hours to about 30 minutes. In clinical development, management said agentic workflows have contributed to enrollment improvements of approximately 1.3 to 1.6 times historical benchmarks.
Recursion named Dr. Hoifung Poon as chief AI officer and Dr. Donovan Chin to lead drug design. Management said Poon will oversee the company’s end-to-end AI strategy, while Chin brings experience across small molecules, RNA-targeted therapeutics, proximity-based medicines and peptide modalities.
CFO Ben Taylor said the company lowered its 2026 full-year cash operating expense guidance to $375 million, representing a nearly 40% reduction from comparable 2024 pro forma expenses. He said Recursion ended the quarter with approximately $557 million in cash and equivalents and believes that balance provides operating runway through early 2028.
About Recursion Pharmaceuticals (NASDAQ:RXRX)Recursion Pharmaceuticals, Inc NASDAQ: RXRX is a biopharmaceutical company that combines advanced automation, artificial intelligence and high-throughput biology to discover and develop novel therapeutics. The company's proprietary platform integrates deep-learning algorithms with large-scale cellular imaging and chemical biology, enabling the rapid identification of potential drug candidates across a range of indications. By automating complex laboratory workflows and leveraging computational models, Recursion aims to accelerate the drug discovery process and expand the scope of targets that can be addressed.
At the core of Recursion's offering is its digital biology platform, which captures billions of cell images under varying chemical and genetic perturbations.
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Good morning, everyone, and thank you for joining us. Before we begin, I'd like to remind everyone that today's discussion will include forward-looking statements. Next slide. Please refer to today's press release and our SEC filings for additional details. At Recursion, our mission is to decode biology to radically improve patient lives. And we do this by building transformational medicines with an AI-native product engine.
Over the past year, we have reached an important inflection point. We are no longer just discussing the potential of our platform. We are demonstrating the ability of our AI-native product engine to generate differentiated programs and medicines. Just as a reminder, the engine you see on the left-hand side is built as a continuous learning system. Proprietary multimodal data created in our data factory powers Frontier AI models.
And these models can generate new hypotheses where every single prediction is tested experimentally. Each cycle strengthens both the engine and the products it creates. Ultimately, though, the measure of any engine is its output. So let's talk about that. First, our internal pipeline continues to mature. We now have 5 clinical stage programs, including REC-4881 in FAP, where we have generated some of the most promising clinical data in the company's history.
Remember, in a disease with no approved therapy and a TAM of almost $10 billion. Second, we continue to make significant progress in our partnerships while learning from the best in the industry and also while validating our engine externally. Together with leading biopharma partners, we have generated more than $500 million in realized inflows while advancing
Recursion Pharmaceuticals (RXRX - Free Report) came out with a quarterly loss of $0.25 per share versus the Zacks Consensus Estimate of a loss of $0.23. This compares to a loss of $0.41 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of -8.70%. A quarter ago, it was expected that this biotechnology company would post a loss of $0.3 per share when it actually produced a loss of $0.22, delivering a surprise of +26.67%.
Over the last four quarters, the company has surpassed consensus EPS estimates three times.
Recursion Pharmaceuticals, which belongs to the Zacks Medical - Biomedical and Genetics industry, posted revenues of $7.67 million for the quarter ended June 2026, missing the Zacks Consensus Estimate by 46.77%. This compares to year-ago revenues of $19.22 million. The company has topped consensus revenue estimates just once over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Recursion Pharmaceuticals shares have lost about 19.1% since the beginning of the year versus the S&P 500's gain of 13%.
What's Next for Recursion Pharmaceuticals?While Recursion Pharmaceuticals has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Recursion Pharmaceuticals was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is -$0.24 on $13.1 million in revenues for the coming quarter and -$0.90 on $54.08 million in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Medical - Biomedical and Genetics is currently in the top 44% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Lexicon Pharmaceuticals (LXRX - Free Report) , another stock in the same industry, has yet to report results for the quarter ended June 2026. The results are expected to be released on August 6.
This drugmaker is expected to post quarterly loss of $0.06 per share in its upcoming report, which represents a year-over-year change of -700%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Lexicon Pharmaceuticals' revenues are expected to be $6.14 million, down 78.7% from the year-ago quarter.
Salt Lake City, UT, Aug. 04, 2026 (GLOBE NEWSWIRE) -- Recursion (Nasdaq: RXRX), a leading clinical-stage TechBio company decoding biology to radically improve lives, today announced its participation in the following upcoming investor conferences:
Bank of America 2026 SMID Cap Executive Insights Event — Tuesday, August 11, 2026 Morgan Stanley 24th Annual Global Healthcare Conference — Tuesday, September 15, 2026 Webcasts may be found in the events section of the Recursion Investor Relations website at ir.recursion.com.
About Recursion
Recursion (NASDAQ: RXRX) is a clinical stage TechBio company decoding biology to radically improve lives. Recursion is advancing a portfolio of differentiated investigational medicines across its wholly owned and partnered pipeline in oncology, rare disease, neuroscience, immunology, and other therapeutic areas with significant unmet need. Enabling its mission is the Recursion OS, an AI-native, end-to-end drug discovery and development platform integrating biology, chemistry, and clinical development into a unified intelligence system. Powered by proprietary multimodal data, purpose-built AI models, and bilingual teams fluent in both science and AI, the Recursion OS is designed to translate complex science into medicines that matter — faster, better, and at scale — for patients who are waiting.
Recursion’s platform infrastructure is anchored in Salt Lake City, Utah and Milton Park, Oxfordshire, where its automated biology and chemistry laboratories generate proprietary data at industrial scale. Recursion also maintains offices in New York, Montréal, and London, three global hubs for talent and leadership at the intersection of AI and scientific innovation. Learn more at www.recursion.com, or connect on X and LinkedIn.
Media Contact [email protected]
Investor Contact [email protected]
Salt Lake City, UT, July 31, 2026 (GLOBE NEWSWIRE) -- Recursion (Nasdaq: RXRX), a leading clinical stage TechBio company decoding biology to radically improve lives, announced that on July 27, 2026, the Compensation Committee of Recursion's Board of Directors approved the grant of inducement restricted stock unit (RSU) awards covering 3,234,866 shares of its class A common stock in the aggregate to 24 new employees under Recursion's 2024 Inducement Equity Incentive Plan (the “2024 Plan”). Each award was granted as an inducement material to the employee's commencement of employment with Recursion, or a subsidiary of Recursion, pursuant to Nasdaq Listing Rule 5635(c)(4).
Each inducement RSU award will vest as to 1/4th of the shares subject to the award on the first quarterly vesting date on or following the one-year anniversary of the vesting commencement date, and as to 1/16th of the shares on each quarterly vesting date thereafter until the inducement RSU award is fully vested, subject to the inducement RSU award recipient’s continued employment through the company vesting dates. Each inducement RSU award is subject to the terms and conditions of the 2024 Plan and the grant agreements covering the awards.
About Recursion
Recursion (Nasdaq: RXRX) is a clinical stage TechBio company decoding biology to radically improve lives. Recursion is advancing a portfolio of differentiated investigational medicines across its wholly owned and partnered pipeline in oncology, rare disease, neuroscience, immunology, and other therapeutic areas with significant unmet need. Enabling its mission is the Recursion OS, an AI-native, end-to-end drug discovery and development platform integrating biology, chemistry, and clinical development into a unified intelligence system. Powered by proprietary multimodal data, purpose-built AI models, and bilingual teams fluent in both science and AI, the Recursion OS is designed to translate complex science into medicines that matter — faster, better, and at scale — for patients who are waiting.
Recursion’s platform infrastructure is anchored in Salt Lake City, Utah and Milton Park, Oxfordshire, where its automated biology and chemistry laboratories generate proprietary data at industrial scale. Recursion also maintains offices in New York, Montréal and London, three global hubs for talent and leadership at the intersection of AI and scientific innovation. Learn more at www.recursion.com, or connect on X and LinkedIn.
In the latest trading session, Recursion Pharmaceuticals (RXRX - Free Report) closed at $2.97, marking a -2.62% move from the previous day. This move lagged the S&P 500's daily loss of 1.52%. On the other hand, the Dow registered a loss of 2.19%, and the technology-centric Nasdaq decreased by 1.74%.
Heading into today, shares of the biotechnology company had lost 16.89% over the past month, lagging the Medical sector's gain of 1.55% and the S&P 500's gain of 1.92%.
The investment community will be paying close attention to the earnings performance of Recursion Pharmaceuticals in its upcoming release. The company's earnings per share (EPS) are projected to be -$0.25, reflecting a 39.02% increase from the same quarter last year. Our most recent consensus estimate is calling for quarterly revenue of $11.99 million, down 37.64% from the year-ago period.
In terms of the entire fiscal year, the Zacks Consensus Estimates predict earnings of -$0.99 per share and a revenue of $54.08 million, indicating changes of +31.25% and -27.59%, respectively, from the former year.
Any recent changes to analyst estimates for Recursion Pharmaceuticals should also be noted by investors. These latest adjustments often mirror the shifting dynamics of short-term business patterns. Consequently, upward revisions in estimates express analysts' positivity towards the business operations and its ability to generate profits.
Research indicates that these estimate revisions are directly correlated with near-term share price momentum. To exploit this, we've formed the Zacks Rank, a quantitative model that includes these estimate changes and presents a viable rating system.
The Zacks Rank system, running from #1 (Strong Buy) to #5 (Strong Sell), holds an admirable track record of superior performance, independently audited, with #1 stocks contributing an average annual return of +25% since 1988. Over the last 30 days, the Zacks Consensus EPS estimate has witnessed an unchanged state. Right now, Recursion Pharmaceuticals possesses a Zacks Rank of #3 (Hold).
The Medical - Biomedical and Genetics industry is part of the Medical sector. This industry currently has a Zacks Industry Rank of 92, which puts it in the top 38% of all 250+ industries.
The Zacks Industry Rank gauges the strength of our individual industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Remember to apply Zacks.com to follow these and more stock-moving metrics during the upcoming trading sessions.
Salt Lake City, UT, July 29, 2026 (GLOBE NEWSWIRE) -- Salt Lake City, UT, July 29, 2026 (GLOBE NEWSWIRE) – Recursion (Nasdaq: RXRX), a leading clinical stage TechBio company decoding biology to radically improve lives, announced today it will provide business updates and report its second quarter 2026 financial results on Wednesday, August 5, 2026, before the open of the financial markets. Recursion will host an earnings call on Aug 5, 2026 at 8:00 AM ET / 6:00 AM MT / 1:00 PM BST.
Recursion Pharmaceuticals (RXRX - Free Report) closed at $3.01 in the latest trading session, marking a +1.69% move from the prior day. The stock outpaced the S&P 500's daily gain of 0.02%. Elsewhere, the Dow saw an upswing of 0.51%, while the tech-heavy Nasdaq depreciated by 0.18%.
Shares of the biotechnology company have depreciated by 15.91% over the course of the past month, underperforming the Medical sector's gain of 3.09%, and the S&P 500's gain of 0.77%.
Market participants will be closely following the financial results of Recursion Pharmaceuticals in its upcoming release. The company's upcoming EPS is projected at -$0.25, signifying a 39.02% increase compared to the same quarter of the previous year. In the meantime, our current consensus estimate forecasts the revenue to be $11.99 million, indicating a 37.64% decline compared to the corresponding quarter of the prior year.
RXRX's full-year Zacks Consensus Estimates are calling for earnings of -$0.99 per share and revenue of $54.08 million. These results would represent year-over-year changes of +31.25% and -27.59%, respectively.
Investors might also notice recent changes to analyst estimates for Recursion Pharmaceuticals. These latest adjustments often mirror the shifting dynamics of short-term business patterns. With this in mind, we can consider positive estimate revisions a sign of optimism about the business outlook.
Our research suggests that these changes in estimates have a direct relationship with upcoming stock price performance. We developed the Zacks Rank to capitalize on this phenomenon. Our system takes these estimate changes into account and delivers a clear, actionable rating model.
The Zacks Rank system, running from #1 (Strong Buy) to #5 (Strong Sell), holds an admirable track record of superior performance, independently audited, with #1 stocks contributing an average annual return of +25% since 1988. Over the last 30 days, the Zacks Consensus EPS estimate has remained unchanged. Recursion Pharmaceuticals presently features a Zacks Rank of #3 (Hold).
The Medical - Biomedical and Genetics industry is part of the Medical sector. This industry, currently bearing a Zacks Industry Rank of 90, finds itself in the top 37% echelons of all 250+ industries.
The strength of our individual industry groups is measured by the Zacks Industry Rank, which is calculated based on the average Zacks Rank of the individual stocks within these groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Be sure to use Zacks.com to monitor all these stock-influencing metrics, and more, throughout the forthcoming trading sessions.
Amova Asset Management Americas Inc. decreased its position in shares of Recursion Pharmaceuticals, Inc. (NASDAQ:RXRX – Free Report) by 12.9% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 5,419,221 shares of the company’s stock after selling 801,804 shares during the period. Amova Asset Management Americas Inc. owned about 1.03% of Recursion Pharmaceuticals worth $16,583,000 as of its most recent filing with the Securities and Exchange Commission.
A number of other hedge funds have also added to or reduced their stakes in RXRX. Swiss National Bank increased its stake in Recursion Pharmaceuticals by 21.8% in the first quarter. Swiss National Bank now owns 877,000 shares of the company’s stock valued at $2,692,000 after acquiring an additional 156,700 shares during the last quarter. Ascent Wealth Partners LLC lifted its stake in Recursion Pharmaceuticals by 11.8% during the first quarter. Ascent Wealth Partners LLC now owns 28,081 shares of the company’s stock worth $86,000 after purchasing an additional 2,974 shares during the last quarter. Bank of New York Mellon Corp boosted its holdings in shares of Recursion Pharmaceuticals by 29.3% in the 1st quarter. Bank of New York Mellon Corp now owns 1,462,631 shares of the company’s stock valued at $4,490,000 after purchasing an additional 331,048 shares in the last quarter. Ethos Financial Group LLC boosted its holdings in shares of Recursion Pharmaceuticals by 80.4% in the 1st quarter. Ethos Financial Group LLC now owns 23,486 shares of the company’s stock valued at $72,000 after purchasing an additional 10,466 shares in the last quarter. Finally, Principal Financial Group Inc. increased its stake in shares of Recursion Pharmaceuticals by 49.4% in the 1st quarter. Principal Financial Group Inc. now owns 33,161 shares of the company’s stock valued at $102,000 after purchasing an additional 10,959 shares during the last quarter. 89.06% of the stock is owned by institutional investors.
Wall Street Analysts Forecast Growth A number of research analysts have recently commented on RXRX shares. JPMorgan Chase & Co. dropped their target price on shares of Recursion Pharmaceuticals from $11.00 to $10.00 and set an “overweight” rating for the company in a report on Thursday, April 30th. Morgan Stanley boosted their target price on shares of Recursion Pharmaceuticals from $5.00 to $5.50 and gave the stock an “equal weight” rating in a research note on Thursday, May 14th. Weiss Ratings reissued a “sell (d-)” rating on shares of Recursion Pharmaceuticals in a report on Tuesday, April 21st. Needham & Company LLC reiterated a “buy” rating and issued a $8.00 target price on shares of Recursion Pharmaceuticals in a research report on Thursday, May 7th. Finally, Wall Street Zen lowered Recursion Pharmaceuticals from a “hold” rating to a “sell” rating in a research note on Saturday, March 28th. Two investment analysts have rated the stock with a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, Recursion Pharmaceuticals presently has a consensus rating of “Hold” and a consensus price target of $8.10.
View Our Latest Stock Report on RXRX
Insider Buying and Selling at Recursion Pharmaceuticals In related news, CEO Najat Khan sold 23,588 shares of the stock in a transaction on Friday, June 5th. The stock was sold at an average price of $3.58, for a total value of $84,445.04. Following the transaction, the chief executive officer directly owned 2,175,796 shares in the company, valued at $7,789,349.68. This trade represents a 1.07% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Blake Borgeson sold 40,000 shares of Recursion Pharmaceuticals stock in a transaction on Tuesday, July 7th. The shares were sold at an average price of $3.96, for a total transaction of $158,400.00. Following the completion of the sale, the director directly owned 6,218,287 shares of the company’s stock, valued at approximately $24,624,416.52. The trade was a 0.64% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 131,937 shares of company stock worth $486,974. 6.65% of the stock is owned by insiders.
Recursion Pharmaceuticals Trading Down 1.7% NASDAQ:RXRX opened at $2.89 on Tuesday. The firm’s fifty day moving average is $3.32 and its 200-day moving average is $3.59. The company has a debt-to-equity ratio of 0.01, a quick ratio of 5.47 and a current ratio of 5.47. Recursion Pharmaceuticals, Inc. has a 52 week low of $2.77 and a 52 week high of $7.18. The firm has a market cap of $1.53 billion, a P/E ratio of -2.41 and a beta of 1.00.
Recursion Pharmaceuticals (NASDAQ:RXRX – Get Free Report) last announced its earnings results on Wednesday, May 6th. The company reported ($0.22) earnings per share for the quarter, topping analysts’ consensus estimates of ($0.30) by $0.08. The business had revenue of $6.47 million during the quarter, compared to the consensus estimate of $15.78 million. Recursion Pharmaceuticals had a negative net margin of 842.95% and a negative return on equity of 54.33%. Recursion Pharmaceuticals’s quarterly revenue was down 56.8% on a year-over-year basis. During the same quarter last year, the firm earned ($0.50) earnings per share. Equities analysts expect that Recursion Pharmaceuticals, Inc. will post -0.99 earnings per share for the current year.
Recursion Pharmaceuticals Profile (Free Report)
Recursion Pharmaceuticals, Inc (NASDAQ: RXRX) is a biopharmaceutical company that combines advanced automation, artificial intelligence and high-throughput biology to discover and develop novel therapeutics. The company’s proprietary platform integrates deep-learning algorithms with large-scale cellular imaging and chemical biology, enabling the rapid identification of potential drug candidates across a range of indications. By automating complex laboratory workflows and leveraging computational models, Recursion aims to accelerate the drug discovery process and expand the scope of targets that can be addressed.
At the core of Recursion’s offering is its digital biology platform, which captures billions of cell images under varying chemical and genetic perturbations.
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In the latest close session, Recursion Pharmaceuticals (RXRX - Free Report) was down 1.87% at $2.89. This change lagged the S&P 500's daily loss of 0.19%. At the same time, the Dow lost 0.59%, and the tech-heavy Nasdaq lost 0.05%.
Shares of the biotechnology company have depreciated by 8.82% over the course of the past month, underperforming the Medical sector's gain of 6.06%, and the S&P 500's gain of 0.55%.
Analysts and investors alike will be keeping a close eye on the performance of Recursion Pharmaceuticals in its upcoming earnings disclosure. It is anticipated that the company will report an EPS of -$0.25, marking a 39.02% rise compared to the same quarter of the previous year. At the same time, our most recent consensus estimate is projecting a revenue of $11.99 million, reflecting a 37.64% fall from the equivalent quarter last year.
For the entire fiscal year, the Zacks Consensus Estimates are projecting earnings of -$0.99 per share and a revenue of $54.08 million, representing changes of +31.25% and -27.59%, respectively, from the prior year.
Any recent changes to analyst estimates for Recursion Pharmaceuticals should also be noted by investors. These revisions help to show the ever-changing nature of near-term business trends. Consequently, upward revisions in estimates express analysts' positivity towards the business operations and its ability to generate profits.
Our research demonstrates that these adjustments in estimates directly associate with imminent stock price performance. To benefit from this, we have developed the Zacks Rank, a proprietary model which takes these estimate changes into account and provides an actionable rating system.
Ranging from #1 (Strong Buy) to #5 (Strong Sell), the Zacks Rank system has a proven, outside-audited track record of outperformance, with #1 stocks returning an average of +25% annually since 1988. Over the last 30 days, the Zacks Consensus EPS estimate has witnessed an unchanged state. At present, Recursion Pharmaceuticals boasts a Zacks Rank of #3 (Hold).
The Medical - Biomedical and Genetics industry is part of the Medical sector. Currently, this industry holds a Zacks Industry Rank of 98, positioning it in the top 40% of all 250+ industries.
The Zacks Industry Rank evaluates the power of our distinct industry groups by determining the average Zacks Rank of the individual stocks forming the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Remember to apply Zacks.com to follow these and more stock-moving metrics during the upcoming trading sessions.
Recursion Pharmaceuticals (RXRX - Free Report) ended the recent trading session at $3.34, demonstrating a +1.21% change from the preceding day's closing price. The stock outpaced the S&P 500's daily gain of 0.38%. Meanwhile, the Dow gained 0.02%, and the Nasdaq, a tech-heavy index, added 0.9%.
The stock of biotechnology company has risen by 0.3% in the past month, lagging the Medical sector's gain of 4.34% and the S&P 500's gain of 1.27%.
The investment community will be closely monitoring the performance of Recursion Pharmaceuticals in its forthcoming earnings report. The company is forecasted to report an EPS of -$0.25, showcasing a 39.02% upward movement from the corresponding quarter of the prior year. Meanwhile, our latest consensus estimate is calling for revenue of $11.99 million, down 37.64% from the prior-year quarter.
For the entire fiscal year, the Zacks Consensus Estimates are projecting earnings of -$0.99 per share and a revenue of $54.08 million, representing changes of +31.25% and -27.59%, respectively, from the prior year.
It is also important to note the recent changes to analyst estimates for Recursion Pharmaceuticals. These recent revisions tend to reflect the evolving nature of short-term business trends. As such, positive estimate revisions reflect analyst optimism about the business and profitability.
Research indicates that these estimate revisions are directly correlated with near-term share price momentum. To exploit this, we've formed the Zacks Rank, a quantitative model that includes these estimate changes and presents a viable rating system.
The Zacks Rank system ranges from #1 (Strong Buy) to #5 (Strong Sell). It has a remarkable, outside-audited track record of success, with #1 stocks delivering an average annual return of +25% since 1988. Over the past month, the Zacks Consensus EPS estimate remained stagnant. As of now, Recursion Pharmaceuticals holds a Zacks Rank of #3 (Hold).
The Medical - Biomedical and Genetics industry is part of the Medical sector. With its current Zacks Industry Rank of 163, this industry ranks in the bottom 34% of all industries, numbering over 250.
The strength of our individual industry groups is measured by the Zacks Industry Rank, which is calculated based on the average Zacks Rank of the individual stocks within these groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Ensure to harness Zacks.com to stay updated with all these stock-shifting metrics, among others, in the next trading sessions.
Recursion Pharmaceuticals (RXRX - Free Report) closed the most recent trading day at $3.72, moving -3.13% from the previous trading session. The stock's change was less than the S&P 500's daily loss of 0.28%. On the other hand, the Dow registered a loss of 1.09%, and the technology-centric Nasdaq increased by 0.2%.
Coming into today, shares of the biotechnology company had gained 19.25% in the past month. In that same time, the Medical sector gained 7.8%, while the S&P 500 gained 1.64%.
The upcoming earnings release of Recursion Pharmaceuticals will be of great interest to investors. The company is forecasted to report an EPS of -$0.25, showcasing a 39.02% upward movement from the corresponding quarter of the prior year. Meanwhile, the Zacks Consensus Estimate for revenue is projecting net sales of $11.99 million, down 37.64% from the year-ago period.
Looking at the full year, the Zacks Consensus Estimates suggest analysts are expecting earnings of -$0.99 per share and revenue of $54.08 million. These totals would mark changes of +31.25% and -27.59%, respectively, from last year.
Any recent changes to analyst estimates for Recursion Pharmaceuticals should also be noted by investors. These revisions typically reflect the latest short-term business trends, which can change frequently. With this in mind, we can consider positive estimate revisions a sign of optimism about the business outlook.
Our research shows that these estimate changes are directly correlated with near-term stock prices. To utilize this, we have created the Zacks Rank, a proprietary model that integrates these estimate changes and provides a functional rating system.
The Zacks Rank system, which varies between #1 (Strong Buy) and #5 (Strong Sell), carries an impressive track record of exceeding expectations, confirmed by external audits, with stocks at #1 delivering an average annual return of +25% since 1988. Over the last 30 days, the Zacks Consensus EPS estimate has witnessed an unchanged state. As of now, Recursion Pharmaceuticals holds a Zacks Rank of #2 (Buy).
The Medical - Biomedical and Genetics industry is part of the Medical sector. At present, this industry carries a Zacks Industry Rank of 110, placing it within the top 45% of over 250 industries.
The Zacks Industry Rank gauges the strength of our industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
To follow RXRX in the coming trading sessions, be sure to utilize Zacks.com.
The global oncology market is evolving rapidly, fueled by rising cancer incidence, an aging population and continued scientific innovation. According to the American Cancer Society, the United States is projected to record nearly 2.1 million new cancer cases and more than 626,000 cancer-related deaths in 2026. Worldwide, increasing exposure to lifestyle risk factors such as smoking, obesity and physical inactivity, combined with aging demographics, is driving cancer prevalence and supporting sustained growth in oncology-related healthcare spending.
Meanwhile, breakthroughs in cancer treatment are transforming patient care. Advances in immunotherapy, targeted medicines and personalized cancer vaccines have expanded treatment options well beyond conventional chemotherapy and radiation. Immune-based therapies — including checkpoint inhibitors, CAR-T cell therapies, therapeutic vaccines and oncolytic viruses — harness the immune system to combat cancer more effectively. At the same time, targeted therapies improve treatment precision by addressing specific genetic and molecular alterations, while personalized vaccines are paving the way for individualized care.
Emerging technologies such as genomic sequencing, artificial intelligence and machine learning are speeding biomarker discovery, refining patient selection and enabling earlier, more accurate diagnosis. While a universal cure remains out of reach, continued improvements in survival rates and clinical outcomes across multiple cancer types highlight the progress achieved, particularly through earlier detection and timely intervention.
Pharmaceutical companies continue to prioritize oncology through increased investment and pipeline expansion. Industry leaders such as Novartis (NVS - Free Report) , AstraZeneca (AZN - Free Report) , J&J (JNJ - Free Report) , Pfizer (PFE - Free Report) , AbbVie, Merck, Bristol Myers Squibb and Eli Lilly are expanding oncology pipelines with advanced modalities such as antibody-drug conjugates (ADCs), bispecific antibodies and next-generation immuno-oncology therapies. Smaller biotech firms also remain critical innovation drivers, often developing novel platforms and drug targets that support partnerships, licensing deals and M&A activity.
Supported by ongoing innovation, favorable reimbursement trends and expanding treatment options, oncology remains one of the most durable and compelling segments of the global healthcare industry for long-term investors.
With our thematic screens, you can easily spot stocks tied to trends shaping the future of investing. For those looking to gain exposure to the oncology space, companies such as Autolus Therapeutics (AUTL - Free Report) , NextCure (NXTC - Free Report) and Recursion Pharmaceuticals (RXRX - Free Report) may be worth evaluating as part of a forward-looking portfolio strategy.
Explore 36 cutting-edge investment themes with Zacks Thematic Investing Screens and uncover your next big opportunity.
3 Cancer Stocks in FocusA commercial-stage company, Autolus is primarily focused on developing, manufacturing and marketing next-generation T cell therapies targeting cancer and autoimmune diseases. Autolus has a marketed therapy, Aucatzyl (obecabtagene autoleucel or obe-cel), a CD19-directed CAR-T therapy approved in the United States and United Kingdom for adults with relapsed or refractory B-cell precursor acute lymphoblastic leukemia (B-ALL). Aucatzyl has seen a strong launch in the United States backed by market share gains. The launch in the United Kingdom, which began in January, is off to a strong start. The company has guided 2026 Aucatzyl net product revenues of $120-$135 million, up from approximately $74 million in 2025.
Beyond its marketed therapy, Autolus is pursuing a "pipeline-in-a-product" strategy by expanding obe-cel into several additional indications. Phase II pivotal studies are ongoing in pediatric relapsed or refractory B-cell precursor ALL and severe lupus nephritis patients, while a phase I study is being conducted for progressive multiple sclerosis.
Autolus has a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
NextCure is a clinical-stage biotech focused on developing targeted therapies to treat cancer. Management has concentrated resources on two lead ADC programs while seeking strategic partners for several earlier-stage assets.
The company's lead asset is SIM0505, a CDH6-targeted antibody-drug conjugate (ADC) licensed from Simcere Zaiming. NextCure owns worldwide commercialization rights outside China, Hong Kong, Macau and Taiwan, which are retained by Simcere. SIM0505 is being evaluated in a phase I study across multiple advanced solid tumors, with a particular emphasis on platinum-resistant ovarian cancer (PROC). The FDA has granted Fast Track designation to SIM0505 for women with PROC.
Early dose-escalation data presented at ASCO 2026 demonstrated encouraging antitumor activity in heavily pretreated gynecologic cancer patients. The data showed an objective response rate (ORR) of 55% for gynecologic cancers (ovarian cancer and uterine serous carcinoma) and 52.9% for ovarian cancer.
NextCure's second major program is LNCB74, a B7-H4-targeted ADC being co-developed with LigaChem Biosciences. B7-H4 is an attractive oncology target because it is highly expressed in several difficult-to-treat cancers. LNCB74 is being evaluated in a phase I study for the potential treatment of advanced solid tumors.
NXTC has a Zacks Rank #2.
Recursion Pharmaceuticals is a clinical-stage TechBio company that decodes biology and chemistry to industrialize drug discovery. Recursion is using its proprietary technology to build a novel pipeline of candidates, with an initial focus on Precision Oncology and Rare Diseases. RXRX currently has no approved commercial cancer products.
Recursion's most advanced wholly owned oncology asset is REC-1245, a potential first-in-class RBM39 degrader, being evaluated in the phase I/II DAHLIA study for the treatment of biomarker-enriched solid tumors and lymphoma. Early clinical data have been encouraging, showing a favorable safety profile, predictable dose-dependent pharmacokinetics and no dose-limiting toxicities during dose escalation. Other candidates being developed include REC-617 (CDK7 inhibitor for advanced solid tumors), REC-4539 (an LSD1 inhibitor for solid tumors) and REC-3565 (a MALT1 inhibitor for B-cell malignancies), in separate early-stage studies.
Choosing between Dyne Therapeutics (DYN +5.87%) and Recursion Pharmaceuticals (RXRX +3.54%) requires balancing the potential of targeted muscle-tissue therapies against the broad, data-driven power of artificial intelligence in drug discovery.
Dyne Therapeutics focuses on solving delivery challenges for neuromuscular diseases, while Recursion Pharmaceuticals aims to industrialize drug discovery through its proprietary digital platform. Both companies represent high-risk, high-reward opportunities within the healthcare sector for investors seeking clinical-stage innovation.
The case for Dyne TherapeuticsDyne Therapeutics operates in the field of biotech stocks by developing therapeutics that target muscle and the central nervous system. Its proprietary Forces platform aims to deliver medicine directly to affected tissues to treat conditions like Duchenne muscular dystrophy (DMD). The company relies on a loan agreement with Hercules Capital (HTGC +0.25%) as its only committed source of external capital. Customer concentration like this adds a layer of risk to the business.
The company had no revenue in FY 2025 because it is still in the development stage. Dyne reported a net loss of $446.2 million for the period, compared to a net loss of $317.4 million the prior year. This increasing loss reflects the rising costs associated with moving multiple candidates through clinical trials. High research spending is common for companies at this stage of development.
Its debt-to-equity ratio is close to 0.0x, indicating a minimal reliance on borrowed funds relative to shareholder equity. Free cash flow for FY 2025 was nearly negative $405.1 million. Free cash flow is cash from operations minus capital expenditures, which represents the money left after paying for business maintenance.
Recursion Pharmaceuticals is building an AI-native discovery platform to identify new investigational medicines across oncology and rare diseases. The company generates revenue through strategic collaborations with large partners like Roche, Genentech, and Takeda Pharmaceutical Co (TAK +5.14%). It also maintains technical relationships with Bayer, Merck & Co (MRK +3.34%), Sanofi SA (SNY +3.67%), and Nvidia (NVDA 1.39%). These partnerships provide necessary capital and validation for its proprietary digital operating system.
In FY 2025, revenue reached approximately $74.7 million, representing nearly 27% growth over the previous fiscal year. Despite this growth, the company reported a net loss of nearly $645 million for the same period.
As of its December 2025 balance sheet, the company maintained a debt-to-equity ratio of near 0.1x, indicating a strong position to meet short-term liabilities. Free cash flow for the period was approximately negative $378 million, reflecting the high costs of maintaining its data-generation capabilities and proprietary hardware.
Risk profile comparisonDyne Therapeutics faces significant liquidity risks and anticipates needing substantial additional funding to support its research pipeline. The company is highly dependent on meeting specific clinical and regulatory milestones to access remaining loan tranches from its lenders. Furthermore, it relies entirely on third-party suppliers for critical components, creating operational vulnerability. Any failure in clinical trials or the termination of intellectual property licenses with partners such as the University of Mons could significantly impact the business.
Recursion Pharmaceuticals relies entirely on the success of its AI platform to identify viable drug candidates. There is no guarantee that AI-driven discoveries will translate into successful clinical outcomes or regulatory approvals. The company also faces integration risks following its acquisition of Exscientia, which could impact its financial results if synergies are not realized. Continued operating losses may lead to shareholder dilution if the company must issue more stock to raise capital.
Valuation comparisonRecursion Pharmaceuticals carries a significant premium relative to its current revenue. Dyne Therapeutics, meanwhile, has neither of these ratios because it is not expected to generate revenue in 2026 and didn’t in 2025.
MetricDyne TherapeuticsRecursion PharmaceuticalsSector BenchmarkForward P/En/an/a389.1xP/S ration/a26.8xSector benchmark uses the SPDR XLV sector ETF.
Valuation metrics sourced from Financial Modeling Prep (FMP) and may differ from other data providers.
Which stock would I buy in 2026?Dyne Therapeutics may not have revenue, but its $3.7 billion market cap is a sign of investors’ faith in the business. Dyne is preparing its first product for Duchenne Muscular Dystrophy to enter the market in the first quarter of fiscal 2027, with its second product, DM1, expected to come to market in 2028
Long-term revenue projections are inherently more speculative, but analysts see Dyne making $53 million in sales in 2027 and $277 million in 2028, and reaching well over $1 billion in 2030. That’s a great outlook.
Recursion is also a development-stage firm with a $2 billion market cap, but its product revenue appears further off. Right now, the business generates annual revenue through milestone payments from development partners like Sanofi. That revenue is expected to be lower in 2026. The business is making progress with its AI-based discovery platform. In the first quarter, management touted its first clinical proof of concept with its polyp-related treatment, REC-4881 allosteric MEK1/2 inhibitor focused on FAP. It showed a significant reduction in precancerous polyps, a major driver of the disease’s progressive nature. Still, significant revenue for the business is seen as years away.
Both companies are more speculative buys, given that they require regulatory approvals and have greater capital needs. But given Dyne appears closer to getting its first treatment to market, it gets the nod
As the biotechnology landscape shifts toward personalized medicine and advanced computing, investors are weighing established leaders against emerging tech-driven disruptors. Moderna (MRNA +9.99%) and Recursion Pharmaceuticals (RXRX +3.54%) offer two distinct paths forward.
Moderna pioneered the use of messenger RNA to deliver genetic instructions to cells, while Recursion uses machine learning to identify new drug candidates. Both companies are currently operating at a net loss while investing heavily in research, making them high-stakes options for those tracking the future of the healthcare sector.
The case for ModernaModerna focuses on developing mRNA medicines that instruct the human body to produce proteins to prevent or treat various diseases. The company is diversifying its pipeline into immuno-oncology and rare diseases through strategic collaborations with partners such as Merck & Co. (MRK +3.13%) and Recordati. These partnerships are vital for its research and commercialization efforts as it moves beyond its initial focus on respiratory viruses.
In FY 2025, the company reported revenue of more than $1.9 billion, a decrease of approximately 40% from the previous fiscal year. This decline contributed to a net loss of roughly $2.8 billion for the period, though it was narrower than in fiscal 2024.
On its December 2025 balance sheet, the debt-to-equity ratio was approximately 0.2x. This ratio measures total debt relative to shareholders’ equity, with lower ratios typically indicating less reliance on borrowed money. Free cash flow, calculated as cash from operations minus capital expenditures, was nearly $2.1 billion negative.
The case for Recursion PharmaceuticalsRecursion Pharmaceuticals operates as a clinical-stage "TechBio" company that uses its AI-native operating system to discover new medicines. It maintains critical partnerships with major biotech stocks and pharmaceutical firms like Roche, Genentech, and Sanofi (SNY +3.67%). These collaborations provide funding and validation for its automated biological research platform as it targets high-unmet-need areas like neuroscience.
In FY 2025, the company generated revenue of approximately $74.7 million, marking an increase of about 27% year over year. Despite this growth, it recorded a net loss of nearly $645 million for the fiscal period, as the firm continued to invest heavily in its digital and laboratory infrastructure.
As of its December 2025 balance sheet, the company maintained a debt-to-equity ratio of near 0.1x, indicating a strong position to meet short-term liabilities. Free cash flow for the period was approximately negative $378 million, reflecting the high costs of maintaining its data-generation capabilities and proprietary hardware.
Risk profile comparisonModerna faces intense competitive pressure from large manufacturers like Pfizer (PFE +1.78%), Sanofi, and GSK (GSK +4.66%). Changes in regulatory policies or vaccine recommendations can significantly shift demand and disrupt financial forecasts. While a major $2.25 billion lawsuit with Genevant and Arbutus Biopharma Corp (ABUS +2.96%) was settled in March 2026, the company still navigates industry-wide uncertainty regarding mRNA intellectual property. Success depends on high-risk clinical execution across its oncology and rare disease programs.
Recursion Pharmaceuticals relies heavily on its unproven AI-enabled discovery platform, where any inaccuracies in predictive modeling could lead to failed drug candidates. The business is also dependent on strategic partners such as Roche to fund research, so any termination of these deals would harm operations. Additionally, the company faces risks from potential cyber-attacks on its proprietary biological data sets and its reliance on third-party cloud infrastructure provided by Amazon.com Inc (AMZN +0.55%).
Valuation comparisonModerna offers a more established revenue base and a lower sales multiple, whereas Recursion Pharmaceuticals is a higher-growth, earlier-stage bet with a steeper price-to-sales valuation.
MetricModernaRecursion PharmaceuticalsSector BenchmarkForward P/En/an/a389.1xP/S ratio12.9x26.8xn/aSector benchmark uses the SPDR XLV sector ETF.
Valuation metrics sourced from Financial Modeling Prep (FMP) and may differ from other data providers.
The COVID-19 vaccine developed by Moderna was a proof of concept of the power of mRNA research to quickly produce new treatments. Unfortunately for Moderna, the decline in people getting the COVID vaccine, along with plenty of competitors with their own vaccines, has hammered the business’s revenue in recent years. A more recent RSV vaccine reached the market after competing vaccines, resulting in less-than-robust adoption.
Still, Moderna has some 25 mRNA Development candidates across 35 development programs in its portfolio. Seeing those come to market and make a meaningful impact on the business will take some time, however. Next year is likely when one or more of the products will get to market, and it is probably not until 2028 that significant revenue will hit the top line. In fiscal 2026, Moderna is seen posting modest sales growth of about 8% to get close to $2.1 billion revenue with a much narrower net loss of around $1.8 billion.
Recursion, meanwhile, is still in development phase, with lumpy revenue stemming from milestone payments from partners like Sanofi. For fiscal 2026, revenue is expected to decline about 11% due to lower milestone payments. The business is making progress with its AI-based discovery platform. In the first quarter, management touted its first clinical proof of concept with its polyp-related treatment, REC-4881 allosteric MEK1/2 inhibitor focused on FAP. It showed a significant reduction in precancerous polyps, a major driver of the disease’s progressive nature. Still, significant revenue for the business is seen as years away.
So which cutting-edge biotech is the stock to buy? Moderna has come to market with proven treatments derived from its mRNA platform, and Recursion is still hoping to prove its model. Moderna may be in a sales and development lull for 2026, but odds are a proven formula will provide itself again. Moderna gets the nod here.
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Artificial 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 treating drug discovery as a massive optimization problem, AI can analyze millions of molecular combinations in weeks instead of years, dramatically shortening the path from concept to clinical testing. Few areas stand to benefit more than peptide-based medicines.
These short chains of amino acids occupy a sweet spot between traditional small-molecule drugs and complex biologics. Better yet, their modular design makes them exceptionally well suited for AI-driven discovery. For investors, that combination could create one of biotech’s most compelling long-term growth opportunities.
Why Peptides Are a Natural Fit for AI Developing conventional small-molecule drugs is often a balancing act. Improving one characteristic — such as potency, stability, or solubility — can easily compromise another.
Peptides are far more flexible. Because they’re built from amino acid building blocks, researchers can modify them with remarkable precision, almost like editing lines of computer code. That makes them an ideal playground for machine learning algorithms.
AI models can rapidly search enormous chemical libraries, predict how peptides will fold, estimate their stability, identify promising drug targets, and forecast how they’ll behave inside the human body. Work that once demanded years of laboratory trial and error can now be completed computationally in a fraction of the time.
Manufacturing and delivery have historically limited broader adoption of peptide drugs, but AI is helping overcome many of those challenges by designing molecules that are easier to produce and more effective.
The commercial results are already becoming apparent. Eli Lilly (NYSE:LLY | LLY Price Prediction) has increasingly integrated AI into candidate selection across its metabolic disease pipeline, where peptide therapies play a central role. The company’s tirzepatide franchise — Mounjaro and Zepbound — generated $36.5 billion in revenue during 2025, a 215% increase from the prior year. By comparison, Novo Nordisk‘s (NYSE:NVO) comparable GLP-1 peptide portfolio — Ozempic and Wegovy — grew 39% to $34.6 billion over the same period.
Researchers are designing entirely new classes of peptides containing non-natural amino acids that resist degradation, remain active for weeks instead of hours, and target diseased tissue with far greater precision.
For investors, established pharmaceutical leaders like Lilly remain the safest way to capitalize on this trend. It trades at a forward P/E of roughly 33, while Novo Nordisk traded around 16. Both companies generate billions in annual cash flow that can fund continued research, commercialization, and pipeline expansion. Lilly alone produced $16.8 billion in operating cash flow during 2025, a 91% increase from the previous year.
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Beyond the pharmaceutical giants, investors can also gain exposure through companies building the AI infrastructure behind drug discovery.
Schrodinger (NASDAQ:SDGR) develops physics-based molecular simulation software used by 18 of the world’s 20 largest pharmaceutical companies. The company reported 12% revenue growth during the first quarter of 2026.
Meanwhile, Recursion Pharmaceuticals (NASDAQ:RXRX) generated $66.4 million in trailing-12-month revenue, supported by multiple AI-powered research partnerships spanning peptides and other therapeutic platforms.
While AI is also improving cell-based therapies such as CAR-T, peptide medicines may reach patients more quickly thanks to simpler manufacturing processes and easier administration.
Key Takeaway Artificial intelligence won’t eliminate the risks of drug development, but it is steadily improving the odds.
For peptide medicines, AI is enabling faster discovery, more accurate molecular design, and therapies that were previously impossible to create. That combination could significantly accelerate innovation across some of medicine’s largest markets.
For most investors, the best starting point remains established leaders like Eli Lilly and Novo Nordisk, whose proven peptide franchises and robust cash generation provide a measure of stability while AI expands future opportunities. Investors seeking greater upside can complement those holdings with AI-focused platforms such as Schrodinger or Recursion Pharmaceuticals.
Clinical setbacks and premium valuations remain important risks, so diversification is essential. But as AI continues to compress years of research into months of computation, peptide drugs may become one of the clearest examples of how artificial intelligence creates value far beyond the technology sector itself.
For patient investors, this convergence could represent one of biotech’s most exciting growth stories over the coming decade.
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Choosing between Recursion Pharmaceuticals (RXRX +4.83%) and Summit Therapeutics (SMMT +2.21%) requires weighing the broad potential of artificial intelligence against the specific clinical prospects of a high-potential oncology drug candidate.
Both companies operate in the high-stakes world of biotechnology, but they take very different paths toward drug development. While Recursion focuses on an industrial-scale platform to find many targets, Summit is betting heavily on the success of a single, promising antibody therapy.
Recursion Pharmaceuticals operates as a TechBio company, using its proprietary Recursion OS to automate biological experiments and analyze them with artificial intelligence. The company generates vast amounts of proprietary data to identify potential treatments for oncology, rare diseases, and neuroscience. It works with several major biotech stocks through strategic collaborations, including Roche (RHHBY +1.62%), Genentech, Takeda (TAK +0.44%), Bayer (BAYRY 1.73%), Merck (MRK +0.56%), and Sanofi (SNY +1.12%). Customer concentration in these large-scale partnerships adds a layer of risk to the business, as revenue depends on the continued health of these specific alliances.
In fiscal 2025, revenue reached nearly $74.7 million, good for growth of about 26.9% year over year. Despite this growth, the company reported a net loss of close to $644.8 million. This reflects the high cost of maintaining its massive computing infrastructure and advancing a broad pipeline of investigational medicines through various stages of development.
As of Recursion’s December 2025 balance sheet, the debt-to-equity ratio stands at roughly 0.1x, which measures total debt against shareholder equity and indicates a very low level of borrowing. The current ratio is approximately 5.5x, meaning the company has five and a half times more short-term assets than short-term liabilities to cover its immediate obligations. Free cash flow was negative at nearly $378.3 million for the year, which is pretty common for clinical-stage companies investing heavily in future research.
The case for Summit TherapeuticsSummit Therapeutics is a biopharmaceutical company primarily focused on developing ivonescimab, a bispecific antibody designed to treat various types of solid tumors. The company’s core strategy revolves around a licensing agreement with Akeso (AKESF 4.54%), which grants Summit the rights to develop and commercialize this lead candidate in major global territories including North America and Europe. Because the company’s future depends almost entirely on this one drug, its commercial success is highly concentrated on clinical trial outcomes and the relationship with its supply partner.
In fiscal 2025, the company reported no revenue, as it doesn’t yet have products for sale. The net loss for the year was approximately $1.1 billion, a significant increase from previous periods. This high level of spending is largely due to the expensive late-stage clinical trials required to prove the efficacy and safety of ivonescimab to regulatory agencies.
As of Summit’s December 2025 balance sheet, the debt-to-equity ratio is zero, meaning the company carries no debt relative to its shareholder equity. Its current ratio is nearly 9.9x, which shows a very strong ability to meet short-term financial commitments with existing cash and assets. Free cash flow for the period was negative at close to $240.2 million, reflecting the ongoing costs of drug development without any incoming product revenue.
Risk profile comparisonRecursion Pharmaceuticals faces risks related to its significant history of operating losses, including an accumulated deficit of roughly $2.1 billion. There is no guarantee that its AI-driven platform will successfully produce approved drugs, and the company requires substantial new capital to continue its operations. Furthermore, the business relies on third-party manufacturers and strategic partners, and any issue with these relationships or disruptions in the supply chain could hinder development.
Summit Therapeutics is heavily exposed to concentration risk, as its business value is almost entirely tied to ivonescimab. If this single candidate fails in clinical trials or does not receive regulatory approval, the company would be would be up a creek without a paddle. Additionally, Summit has massive future financial obligations to its partner Akeso, including potential payments of up to $4.56 billion, and faces stiff competition from established oncology giants like Merck and Bristol-Myers Squibb (BMY +1.81%).
Valuation comparisonRecursion Pharmaceuticals currently trades at a high multiple of its revenue, while Summit Therapeutics has no price-to-sales ratio due to its lack of product sales.
MetricRecursion PharmaceuticalsSummit TherapeuticsP/S ratio19.3N/ASector benchmark uses the SPDR XLV sector ETF.
Valuation metrics sourced from Financial Modeling Prep (FMP) and may differ from other data providers.
Which stock would I buy in 2026?I think Recursion Pharmaceuticals looks more attractive here. It posted a significantly smaller loss in its most recent fiscal year, and the company has multiple big-name partnerships currently employing its proprietary system. There is no guarantee Recursion's platform is going to produce anything that moves the needle, but I like that it has diversification among clients (and therefore, presumably among drugs). Plus, I don't think pharma giants like Merck or Sanofi are at risk of going out of business.
On the other hand, Summit is basically betting the house on ivonescimab. That concentration risk is not a thing I would go in for. It has plenty of dry powder, sure, but it's all being directed toward one place. If this single drug candidate fails, I'm not sure if Summit could pivot to something else, and even if it could, how long that might take. Furthermore, Summit relies on a single partnership, unlike Recursion, which has multiple companies it's teaming up with.
Recursion Pharmaceuticals (RXRX - Free Report) ended the recent trading session at $3.23, demonstrating a +2.22% change from the preceding day's closing price. The stock's change was more than the S&P 500's daily loss of 0.1%. On the other hand, the Dow registered a gain of 0.35%, and the technology-centric Nasdaq decreased by 0.43%.
Heading into today, shares of the biotechnology company had gained 6.4% over the past month, outpacing the Medical sector's gain of 1.97% and the S&P 500's loss of 1.34%.
The investment community will be paying close attention to the earnings performance of Recursion Pharmaceuticals in its upcoming release. The company is forecasted to report an EPS of -$0.25, showcasing a 39.02% upward movement from the corresponding quarter of the prior year. Simultaneously, our latest consensus estimate expects the revenue to be $11.99 million, showing a 37.64% drop compared to the year-ago quarter.
Regarding the entire year, the Zacks Consensus Estimates forecast earnings of -$0.99 per share and revenue of $54.08 million, indicating changes of +31.25% and -27.59%, respectively, compared to the previous year.
Investors should also take note of any recent adjustments to analyst estimates for Recursion Pharmaceuticals. These recent revisions tend to reflect the evolving nature of short-term business trends. As a result, upbeat changes in estimates indicate analysts' favorable outlook on the business health and profitability.
Our research suggests that these changes in estimates have a direct relationship with upcoming stock price performance. To utilize this, we have created the Zacks Rank, a proprietary model that integrates these estimate changes and provides a functional rating system.
The Zacks Rank system, running from #1 (Strong Buy) to #5 (Strong Sell), holds an admirable track record of superior performance, independently audited, with #1 stocks contributing an average annual return of +25% since 1988. Over the last 30 days, the Zacks Consensus EPS estimate has witnessed an unchanged state. Recursion Pharmaceuticals is currently sporting a Zacks Rank of #3 (Hold).
The Medical - Biomedical and Genetics industry is part of the Medical sector. This industry, currently bearing a Zacks Industry Rank of 158, finds itself in the bottom 36% echelons of all 250+ industries.
The strength of our individual industry groups is measured by the Zacks Industry Rank, which is calculated based on the average Zacks Rank of the individual stocks within these groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
You can find more information on all of these metrics, and much more, on Zacks.com.
Recursion Pharmaceuticals (RXRX - Free Report) closed the most recent trading day at $3.18, moving -3.34% from the previous trading session. The stock's performance was behind the S&P 500's daily loss of 0.57%. Elsewhere, the Dow gained 0.64%, while the tech-heavy Nasdaq lost 1.15%.
Coming into today, shares of the biotechnology company had gained 13.84% in the past month. In that same time, the Medical sector gained 4.28%, while the S&P 500 gained 2.14%.
The upcoming earnings release of Recursion Pharmaceuticals will be of great interest to investors. The company is expected to report EPS of -$0.25, up 39.02% from the prior-year quarter. Meanwhile, the Zacks Consensus Estimate for revenue is projecting net sales of $11.99 million, down 37.64% from the year-ago period.
For the entire fiscal year, the Zacks Consensus Estimates are projecting earnings of -$0.99 per share and a revenue of $54.08 million, representing changes of +31.25% and -27.59%, respectively, from the prior year.
Investors might also notice recent changes to analyst estimates for Recursion Pharmaceuticals. These latest adjustments often mirror the shifting dynamics of short-term business patterns. As such, positive estimate revisions reflect analyst optimism about the business and profitability.
Empirical research indicates that these revisions in estimates have a direct correlation with impending stock price performance. We developed the Zacks Rank to capitalize on this phenomenon. Our system takes these estimate changes into account and delivers a clear, actionable rating model.
The Zacks Rank system, which ranges from #1 (Strong Buy) to #5 (Strong Sell), has an impressive outside-audited track record of outperformance, with #1 stocks generating an average annual return of +25% since 1988. Over the past month, there's been no change in the Zacks Consensus EPS estimate. Recursion Pharmaceuticals is currently sporting a Zacks Rank of #3 (Hold).
The Medical - Biomedical and Genetics industry is part of the Medical sector. This industry currently has a Zacks Industry Rank of 151, which puts it in the bottom 39% of all 250+ industries.
The Zacks Industry Rank gauges the strength of our individual industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Be sure to use Zacks.com to monitor all these stock-influencing metrics, and more, throughout the forthcoming trading sessions.
Recursion Pharmaceuticals (RXRX - Free Report) closed the most recent trading day at $3.50, moving -6.17% from the previous trading session. The stock's performance was behind the S&P 500's daily loss of 0.41%. At the same time, the Dow lost 0.36%, and the tech-heavy Nasdaq lost 0.89%.
Shares of the biotechnology company have appreciated by 17.67% over the course of the past month, outperforming the Medical sector's gain of 0.47%, and the S&P 500's gain of 9.71%.
Investors will be eagerly watching for the performance of Recursion Pharmaceuticals in its upcoming earnings disclosure. It is anticipated that the company will report an EPS of -$0.27, marking a 46% rise compared to the same quarter of the previous year. Simultaneously, our latest consensus estimate expects the revenue to be $20.73 million, showing a 40.65% escalation compared to the year-ago quarter.
RXRX's full-year Zacks Consensus Estimates are calling for earnings of -$0.93 per share and revenue of $90.52 million. These results would represent year-over-year changes of +35.42% and +21.21%, respectively.
Investors should also pay attention to any latest changes in analyst estimates for Recursion Pharmaceuticals. Such recent modifications usually signify the changing landscape of near-term business trends. With this in mind, we can consider positive estimate revisions a sign of optimism about the business outlook.
Our research demonstrates that these adjustments in estimates directly associate with imminent stock price performance. To capitalize on this, we've crafted the Zacks Rank, a unique model that incorporates these estimate changes and offers a practical rating system.
Ranging from #1 (Strong Buy) to #5 (Strong Sell), the Zacks Rank system has a proven, outside-audited track record of outperformance, with #1 stocks returning an average of +25% annually since 1988. Over the last 30 days, the Zacks Consensus EPS estimate has witnessed an unchanged state. As of now, Recursion Pharmaceuticals holds a Zacks Rank of #3 (Hold).
The Medical - Biomedical and Genetics industry is part of the Medical sector. Currently, this industry holds a Zacks Industry Rank of 143, positioning it in the bottom 42% of all 250+ industries.
The Zacks Industry Rank gauges the strength of our industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
To follow RXRX in the coming trading sessions, be sure to utilize Zacks.com.
Recursion Pharmaceuticals, Inc. remains a Hold as competitive risks persist and the company is years away from meaningful pipeline revenue. RXRX's AI-driven Recursion OS platform shows strong potential, but has yet to demonstrate a clear competitive edge or superior scalability versus well-funded peers. Share dilution and accelerating cash burn threaten RXRX shareholder value, with at least 18-24 months before potential pipeline revenue and likely further capital raises.
Company to host public Earnings Call on May 6 at 8:00 am ET / 6:00 am MT / 1:00 pm BST Company to host public Earnings Call on May 6 at 8:00 am ET / 6:00 am MT / 1:00 pm BST
Salt Lake City, UT, April 30, 2026 (GLOBE NEWSWIRE) -- Recursion (NASDAQ: RXRX), a leading clinical-stage TechBio company decoding biology to radically improve lives, today announced that Chris Gibson, Ph.D., will complete his current term through June 2026 and does not intend to seek re-election to the Company’s Board of Directors.
“I greatly appreciated Chris’s partnership during my transition into the CEO role at Recursion and am pleased that he will remain an advisor to the company moving forward,” said Najat Khan, Ph.D., Chief Executive Officer and President of Recursion. “We remain focused on continuity and long-term value creation at Recursion. With a strong foundation and team in place, I’m excited about what we will deliver to shareholders and patients - advancing both our internal and partnered pipeline while translating our AI-powered platform into meaningful therapeutic impact.”
“I’d like to thank Chris for his vision in founding Recursion and for his meaningful contributions to the field,” said Rob Hershberg, M.D., Ph.D., Vice-Chair of the Board and Lead Independent Director. “Chris has played an important role in supporting our evolution over the last several months as an advisor, founder, and leader, and we are deeply grateful for his partnership and guidance.”
“Being a founder of Recursion and participating in building the company with an amazing team has been one of the most rewarding journeys that I could have imagined,” said Chris Gibson, Ph.D., Founder and Chair (advisor) of Recursion. “I look forward to watching Recursion flourish under Najat’s leadership and am excited to continue my connection to the company as a strategic advisor. I am excited about Recursion’s future and, as always, will be cheering for Recursion with a full heart.”
About Recursion
Recursion (NASDAQ: RXRX) is a clinical-stage TechBio company decoding biology to radically improve lives. Recursion is advancing a portfolio of differentiated investigational medicines across its wholly owned and partnered pipeline in oncology, rare disease, neuroscience, immunology, and other therapeutic areas with significant unmet need. Enabling its mission is the Recursion OS, an AI-native, end-to-end drug discovery and development platform integrating biology, chemistry, and clinical development into a unified intelligence system. Powered by proprietary multimodal data, purpose-built AI models, and bilingual teams fluent in both science and AI, the Recursion OS is designed to translate complex science into medicines that matter — faster, better, and at scale — for patients who are waiting.
Recursion’s platform infrastructure is anchored in Salt Lake City, Utah and Milton Park, Oxfordshire, where its automated biology and chemistry laboratories generate proprietary data at industrial scale. Recursion also maintains offices in New York, Montréal, and London, three global hubs for talent and leadership at the intersection of AI and scientific innovation. Learn more at www.recursion.com, or connect on X and LinkedIn.
Forward-Looking Statements
This press release contains forward-looking statements, including, without limitation, statements regarding Recursion’s future plans, strategy, growth opportunities, leadership, and ability to advance its mission, platform, pipeline, and partnerships. These forward-looking statements are based on current expectations and assumptions and are subject to risks and uncertainties that could cause actual results to differ materially from those expressed or implied by such statements. These and other risks are described in Recursion’s filings with the U.S. Securities and Exchange Commission. Recursion undertakes no obligation to update any forward-looking statements except as required by law.
In the latest close session, Recursion Pharmaceuticals (RXRX - Free Report) was down 1.45% at $3.41. This move lagged the S&P 500's daily gain of 0.29%. Elsewhere, the Dow saw a downswing of 0.31%, while the tech-heavy Nasdaq appreciated by 0.89%.
The stock of biotechnology company has risen by 11.25% in the past month, leading the Medical sector's gain of 0.32% and the S&P 500's gain of 10.54%.
Investors will be eagerly watching for the performance of Recursion Pharmaceuticals in its upcoming earnings disclosure. The company's earnings report is set to be unveiled on May 6, 2026. The company is predicted to post an EPS of -$0.27, indicating a 46% growth compared to the equivalent quarter last year. Our most recent consensus estimate is calling for quarterly revenue of $20.73 million, up 40.65% from the year-ago period.
RXRX's full-year Zacks Consensus Estimates are calling for earnings of -$0.93 per share and revenue of $90.52 million. These results would represent year-over-year changes of +35.42% and +21.21%, respectively.
Investors might also notice recent changes to analyst estimates for Recursion Pharmaceuticals. Recent revisions tend to reflect the latest near-term business trends. Therefore, positive revisions in estimates convey analysts' confidence in the business performance and profit potential.
Our research shows that these estimate changes are directly correlated with near-term stock prices. To benefit from this, we have developed the Zacks Rank, a proprietary model which takes these estimate changes into account and provides an actionable rating system.
The Zacks Rank system, which varies between #1 (Strong Buy) and #5 (Strong Sell), carries an impressive track record of exceeding expectations, confirmed by external audits, with stocks at #1 delivering an average annual return of +25% since 1988. Over the past month, the Zacks Consensus EPS estimate remained stagnant. Recursion Pharmaceuticals presently features a Zacks Rank of #3 (Hold).
The Medical - Biomedical and Genetics industry is part of the Medical sector. This group has a Zacks Industry Rank of 146, putting it in the bottom 41% of all 250+ industries.
The Zacks Industry Rank evaluates the power of our distinct industry groups by determining the average Zacks Rank of the individual stocks forming the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
You can find more information on all of these metrics, and much more, on Zacks.com.
SALT LAKE CITY, May 06, 2026 (GLOBE NEWSWIRE) -- Recursion (Nasdaq: RXRX) a leading clinical stage TechBio company decoding biology to radically improve lives, today reported business updates highlighting strong continued pipeline execution, clinical progress and platform advancement, as well as financial results for its first quarter ended March 31, 2026.
Recursion Pharmaceuticals (RXRX - Free Report) came out with a quarterly loss of $0.22 per share versus the Zacks Consensus Estimate of a loss of $0.3. This compares to a loss of $0.5 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +25.42%. A quarter ago, it was expected that this biotechnology company would post a loss of $0.28 per share when it actually produced a loss of $0.21, delivering a surprise of +25%.
Over the last four quarters, the company has surpassed consensus EPS estimates three times.
Recursion Pharmaceuticals, which belongs to the Zacks Medical - Biomedical and Genetics industry, posted revenues of $6.47 million for the quarter ended March 2026, missing the Zacks Consensus Estimate by 60.08%. This compares to year-ago revenues of $14.74 million. The company has topped consensus revenue estimates two times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Recursion Pharmaceuticals shares have lost about 17.6% since the beginning of the year versus the S&P 500's gain of 6%.
What's Next for Recursion Pharmaceuticals?While Recursion Pharmaceuticals has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Recursion Pharmaceuticals was unfavorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #4 (Sell) for the stock. So, the shares are expected to underperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is -$0.29 on $15.41 million in revenues for the coming quarter and -$1.08 on $67.97 million in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Medical - Biomedical and Genetics is currently in the bottom 40% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Another stock from the same industry, Stoke Therapeutics, Inc. (STOK - Free Report) , has yet to report results for the quarter ended March 2026. The results are expected to be released on May 7.
This company is expected to post quarterly loss of $0.80 per share in its upcoming report, which represents a year-over-year change of -142.1%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Stoke Therapeutics, Inc.'s revenues are expected to be $5.25 million, down 96.7% from the year-ago quarter.
Key Takeaways RXRX posted a Q1 loss of 22 cents per share, beating estimates despite lower revenues.Recursion cut R&D and G&A expenses sharply, driven by lower costs and improved efficiency.RXRX expects cash reserves to support operations into early 2028 under its current plan. Recursion Pharmaceuticals (RXRX - Free Report) reported a loss of 22 cents per share in the first quarter of 2026, narrower than the Zacks Consensus Estimate of a loss of 30 cents. The company had incurred a loss of 50 cents per share in the year-ago quarter.
In the absence of an approved product, Recursion Pharmaceuticals only recognizes collaboration and grant revenues from its partners. Total revenues for the quarter were $6 million, declining significantly year over year due to lower revenue recognized from Roche, reflecting the successful completion of certain project phases in the prior-year period. The reported figure missed the Zacks Consensus Estimate of $16 million.
RXRX also recognizes periodic revenues from its ongoing collaboration agreements with Sanofi, Bayer and Merck KGaA, Darmstadt, Germany.
RXRX’s Q1 Results in DetailIn the first quarter of 2026, Research and development (R&D) expenses decreased 32% to $87.9 million. The downtick in R&D expenses can be attributed to lower platform costs due to the timing of Tempus record purchases, along with reduced expenses from improved operating efficiency. The year-ago quarter figure also included a $27.1 million in non-cash expenses related to the use of patient-centric multimodal oncology data in the company’s R&D pipeline.
General and administrative (G&A) expenses were $34.6 million in the reported quarter, down 37% year over year, primarily due to a decrease in salaries and one-time transaction costs incurred in the prior-year quarter. Additionally, Recursion Pharmaceuticals’ cost of revenues in the reported quarter decreased 43% to $12.5 million.
The company had cash, cash equivalents and restricted cash worth $665.2 million as of March 31, 2026, compared to $753.9 million as of Dec. 31, 2025. Recursion Pharmaceuticals expects its existing cash, cash equivalents and restricted cash to fuel operations into early 2028, based on its current business plan.
RXRX shares have plunged 16.2% year to date compared with the industry’s 1.6% decline.
Image Source: Zacks Investment Research
RXRX’s Key Pipeline UpdatesFollowing a strategic reprioritization in 2025, Recursion Pharmaceuticals has shifted its focus and resources to the development of other candidates in its clinical pipeline. Such candidates include REC-4881, which is being developed for familial adenomatous polyposis (FAP) in the phase Ib/II TUPELO study. RXRX has initiated discussions with the FDA to align on the design of a potential registrational study for REC-4881 in FAP, with an update anticipated in the second half of 2026. The company is also continuing efforts to expand the scope of the TUPELO study by including patients aged 18 and older in support of a broader development strategy.
In 2024, Recursion Pharmaceuticals initiated its phase I/II DAHLIA study of REC-1245, a new chemical entity for the treatment of biomarker-enriched solid tumors and lymphoma. RXRX reported preliminary safety and pharmacokinetic data from the DAHLIA study, demonstrating encouraging early clinical progress in targeting cancer vulnerabilities associated with replication stress and DNA repair. Per the early findings, REC-1245 was well tolerated across select solid tumors, with no dose-limiting toxicities observed to date, while pharmacokinetic and pharmacodynamic analyses demonstrated predictable dose-dependent exposure and target engagement as dose escalation continues. Additional data from the phase I portion of the DAHLIA study is expected later in 2026.
Recursion Pharmaceuticals is also developing a few other candidates, like REC-617 (advanced solid tumors), REC-4539 (solid tumors) and REC-3565 (B-cell malignancies), in separate early-stage studies.
In 2025, Recursion Pharmaceuticals acquired Rallybio’s full stake in their joint venture for developing REV102 (now REC-102) and an associated backup molecule for the treatment of hypophosphatasia, a rare and debilitating genetic disorder. REC-102, a potent and selective ENPP1 inhibitor with strong preclinical safety data, is expected to enter phase I studies by late 2026. Its oral formulation offers a major advantage over current enzyme replacement therapies, potentially improving patient adherence and reducing treatment-associated risks.
RXRX’s Zacks Rank & Stocks to ConsiderRecursion Pharmaceuticals currently carries a Zacks Rank #4 (Sell).
Some better-ranked stocks in the biotech sector are Catalyst Pharmaceuticals (CPRX - Free Report) , Immatics (IMTX - Free Report) and Inovio Pharmaceuticals (INO - Free Report) , each carrying a Zacks Rank #2 (Buy) at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Over the past 60 days, estimates for Catalyst Pharmaceuticals’ 2026 EPS have declined from $2.82 to $2.79. CPRX shares have gained 30.8% year to date.
Catalyst Pharmaceuticals’ earnings beat estimates in each of the trailing four quarters, with the average surprise being 35.19%.
Over the past 60 days, estimates for Immatics’ 2026 loss per share have narrowed from $1.61 to $1.49. IMTX shares have gained 9.6% year to date.
Immatics’ earnings beat estimates in three of the trailing four quarters and missed on the remaining occasion, delivering an average negative surprise of 8.06%.
Over the past 60 days, estimates for Inovio Pharmaceuticals’ 2026 loss per share have narrowed from $1.26 to $1.06. INO shares have plunged 28.8% year to date.
Inovio Pharmaceuticals’ earnings beat estimates in each of the trailing four quarters, with the average surprise being 57.94%.
• Recursion Pharmaceuticals shares are retreating from recent levels. Why is RXRX stock falling?
The company is scheduled to provide an update about the FDA decision in the second half of the year. And, there is potential upside to the stock, according to Needham.
The Recursion Pharmaceuticals Analyst: Analyst Gil Blum maintained a Buy rating and price target of $8.
The Recursion Pharmaceuticals Thesis: The company reported non-GAAP operating expenditure of $85 million for the first quarter, representing a decline of around 30% year-on-year, with a fiscal year cash burn guidance of less than $390 million, Blum said in the note.
Check out other analyst stock ratings.
The update on the pivotal trial design for REC-4881 will be the "next value driver" for Recursion Pharmaceuticals, the analyst stated.
"Given the lack of regulatory precedent in FAP, Recursion intends to focus on natural history data, identification of appropriate patient populations, optimizing dose escalation, and defining clinically meaningful endpoints," Blum wrote.
The company intends to leverage its AI-enabled clinical platform to support registrational planning and accelerate enrolment, he added.
"Recursion also reported initial REC-1245 safety and PK data across four dose cohorts, showing mostly low-grade AEs (adverse events)," the analyst further noted.
RXRX Price Action: Shares of Recursion Pharmaceuticals had declined by 3.85% to $3.30 at the time of publication on Thursday.
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SALT LAKE CITY, May 19, 2026 (GLOBE NEWSWIRE) -- Altitude Lab, the platform-first biotech-startup accelerator founded by Recursion (NASDAQ: RXRX), announced today that its portfolio companies have collectively raised more than $205 million in early-stage funding since the program's launch in 2020. The milestone reflects a portfolio of companies advancing into clinical trials, signing deals with global pharma, and commercializing platform technologies reshaping the boundaries of early-stage biotech despite this difficult funding climate.
Dr. Joshua Schiffman, CEO/Co-founder of Peel Therapeutics, credits their success to initial support from Altitude Lab, "With Altitude Lab serving as our biotech basecamp, we now have become a clinical stage biotech with encouraging initial results and multiple phase trials both in Utah and throughout the country."
2025 proved pivotal for Altitude Lab's startups, with inaugural cohort alumni Peel Therapeutics and Rebel Medicine raising Series A rounds to accelerate clinical development. These companies continue to build the backbone of Salt Lake City's maturing biotech ecosystem and define the Mountain West region on a national stage.
Portfolio Momentum & Milestones:
Peel Therapeutics: Closed a fully subscribed $20 million Series A. Lead asset PEEL-224, an optimized TOP1 inhibitor, demonstrated a 68% disease control rate with limited GI toxicity in heavily pre-treated solid tumor patients (N=47) in its Phase 1A trial. Proceeds from the Series A will support the company's ongoing Phase 1B/2 clinical development in metastatic colorectal cancer and pediatric solid tumors, as well as advance Peel’s broader oncology pipeline.
Rebel Medicine: Closed a $7.5M Series A led by Crocker Ventures and received FDA IND clearance for Alevatrix, its long-acting bupivacaine reformulation designed to provide up to 72 hours of non-opioid pain relief. Rebel is running its first-in-human Phase 2 trial evaluating Alevatrix as an opioid-sparing therapy.
Leash Bio: Signed a multi-target agreement with Monte Rosa Therapeutics to accelerate discovery of degraders for difficult-to-drug targets. Leash's platform had identified tractable material for over 500 targets prior to the partnership, enabling compounds to reach Monte Rosa's team in a fraction of the typical timeline.
Intactis Bio: Raised $250K from Nucleus Fund, post-investment from RPV, and achieved a landmark milestone: lab-grown neurons derived from iPSCs successfully demonstrated encoding and decoding of language and math operations, with continuous learning during inference, a structural advantage over GPUs.
Sethera Therapeutics: Entered award negotiations for a significant and highly competitive CDMRP Breast Cancer Research Program Breakthrough Award. Sethera continued strengthening its Scientific Advisory Board with the addition of a Nobel Laureate in Physiology and/or Medicine, joining members Jeffery W. Kelly (Scripps Research), Alexander M. Klibanov (MIT), and Dr. Robert Langer (MIT).
3Helix: Announced a partnership with BASF, successfully launching NeoHelix™ Regenerate, the first precision peptide inspired by 3Helix's proprietary collagen-hybridizing peptide (CHP) technology. In clinical studies, the ingredient demonstrated a 41% reduction in damaged collagen and a 65% increase in hyaluronic acid levels after 56 days.
Calycia Biosciences: A University of Utah spin-out and part of Altitude Lab’s new cohort, won Altitude Lab's 2026 Demo Day and secured $400,000 in pre-seed funding from University of Utah Ventures (operated by EPIC Ventures) and Cumming Foundation.
Leadership Transition
Altitude Lab has appointed Kapil Sharma as Interim Executive Director. Sharma has spent four years expanding the organization's national visibility and network of investors and strategic partners to more than 200 firms.
"Our mission remains unchanged: to build a new breed of biotech companies and a nationally interconnected ecosystem, while strengthening Salt Lake City's position as an upcoming biotech hub," said Sharma.
Chandana Haque, co-founder and former Executive Director, will continue to support the organization as a board member.
About Altitude Lab
Altitude Lab is developing a new generation of biotech founders to seed the next cycle of health care innovation. Headquartered in Salt Lake City, Utah, Altitude Lab is a Recursion startup accelerator focused on launching early-stage life science companies, with an emphasis in TechBio and platform-based technology commercialization. The Recursion Charitable Foundation, DBA Altitude Lab, operates as a 501(c)(3) nonprofit and is a large contributor to Utah's BioHive.
Learn more at altitudelab.org or connect on X and LinkedIn.
Salt Lake City, UT, May 29, 2026 (GLOBE NEWSWIRE) -- Recursion (NASDAQ: RXRX), a leading clinical stage TechBio company decoding biology to radically improve lives, announced that on May 26, 2026, the Compensation Committee of Recursion's Board of Directors approved the grant of inducement restricted stock unit (RSU) awards covering 2,991,840 shares of its class A common stock in the aggregate to 33 new employees under Recursion's 2024 Inducement Equity Incentive Plan (the “2024 Plan”). Each award was granted as an inducement material to the employee's commencement of employment with Recursion, or a subsidiary of Recursion, pursuant to Nasdaq Listing Rule 5635(c)(4).
Each inducement RSU award will vest as to 1/4th of the shares subject to the award on the first quarterly vesting date on or following the one-year anniversary of the vesting commencement date, and as to 1/16th of the shares on each quarterly vesting date thereafter until the inducement RSU award is fully vested, subject to the inducement RSU award recipient’s continued employment through the company vesting dates. Each inducement RSU award is subject to the terms and conditions of the 2024 Plan and the grant agreements covering the awards.
About Recursion
Recursion (NASDAQ: RXRX) is a clinical stage TechBio company leading the space by decoding biology to radically improve lives. Enabling its mission is the Recursion OS, a platform built across diverse technologies that continuously generate one of the world’s largest proprietary biological and chemical datasets. Recursion leverages sophisticated machine-learning algorithms to distill from its dataset a collection of trillions of searchable relationships across biology and chemistry unconstrained by human bias. By commanding massive experimental scale — up to millions of wet lab experiments weekly — and massive computational scale — owning and operating one of the most powerful supercomputers in the world, Recursion is uniting technology, biology and chemistry to advance the future of medicine.
Recursion is headquartered in Salt Lake City, where it is a founding member of BioHive, the Utah life sciences industry collective. Recursion also has offices in Montréal, New York, London, and the Oxford area. Learn more at www.recursion.com, or connect on X and LinkedIn.
Salt Lake City, UT, June 02, 2026 (GLOBE NEWSWIRE) -- Recursion (Nasdaq: RXRX), a leading clinical-stage TechBio company decoding biology to radically improve lives, today announced its participation in an upcoming investor conference:
Goldman Sachs 47th Annual Global Healthcare Conference — Tuesday, June 9, 2026 Webcasts may be found in the events section of the Recursion Investor Relations website at ir.recursion.com.
About Recursion
Recursion (NASDAQ: RXRX) is a clinical-stage TechBio company decoding biology to radically improve lives. Recursion is advancing a portfolio of differentiated investigational medicines across its wholly owned and partnered pipeline in oncology, rare disease, neuroscience, immunology, and other therapeutic areas with significant unmet need. Enabling its mission is the Recursion OS, an AI-native, end-to-end drug discovery and development platform integrating biology, chemistry, and clinical development into a unified intelligence system. Powered by proprietary multimodal data, purpose-built AI models, and bilingual teams fluent in both science and AI, the Recursion OS is designed to translate complex science into medicines that matter — faster, better, and at scale — for patients who are waiting.
Recursion’s platform infrastructure is anchored in Salt Lake City, Utah and Milton Park, Oxfordshire, where its automated biology and chemistry laboratories generate proprietary data at industrial scale. Recursion also maintains offices in New York, Montréal, and London, three global hubs for talent and leadership at the intersection of AI and scientific innovation. Learn more at www.recursion.com, or connect on X and LinkedIn.
Media Contact [email protected]
Investor Contact [email protected]
It has been about a month since the last earnings report for Recursion Pharmaceuticals (RXRX - Free Report) . Shares have added about 16.2% in that time frame, outperforming the S&P 500.
But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is Recursion Pharmaceuticals due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important catalysts.
RXRX Q1 Loss Narrower Than Expected, Revenues Decline Y/YRecursionreported a loss of 22 cents per share in the first quarter of 2026, narrower than the Zacks Consensus Estimate of a loss of 30 cents. The company had incurred a loss of 50 cents per share in the year-ago quarter.
In the absence of an approved product, Recursion Pharmaceuticals only recognizes collaboration and grant revenues from its partners. Total revenues for the quarter were $6 million, declining significantly year over year due to lower revenue recognized from Roche, reflecting the successful completion of certain project phases in the prior-year period. The reported figure missed the Zacks Consensus Estimate of $16 million.
RXRX also recognizes periodic revenues from its ongoing collaboration agreements with Sanofi, Bayer and Merck KGaA, Darmstadt, Germany.
RXRX’s Q1 Results in DetailIn the first quarter of 2026, Research and development (R&D) expenses decreased 32% to $87.9 million. The downtick in R&D expenses can be attributed to lower platform costs due to the timing of Tempus record purchases, along with reduced expenses from improved operating efficiency. The year-ago quarter figure also included a $27.1 million in non-cash expenses related to the use of patient-centric multimodal oncology data in the company’s R&D pipeline.
General and administrative (G&A) expenses were $34.6 million in the reported quarter, down 37% year over year, primarily due to a decrease in salaries and one-time transaction costs incurred in the prior-year quarter. Additionally, Recursion Pharmaceuticals’ cost of revenues in the reported quarter decreased 43% to $12.5 million.
The company had cash, cash equivalents and restricted cash worth $665.2 million as of March 31, 2026, compared to $753.9 million as of Dec. 31, 2025. Recursion Pharmaceuticals expects its existing cash, cash equivalents and restricted cash to fuel operations into early 2028, based on its current business plan.
How Have Estimates Been Moving Since Then?Estimates review followed a downward path over the past two months.
The consensus estimate has shifted 12.93% due to these changes.
VGM ScoresCurrently, Recursion Pharmaceuticals has a nice Growth Score of B, however its Momentum Score is doing a bit better with an A. However, the stock has a score of F on the value side, putting it in the bottom 20% quintile for this investment strategy.
Overall, the stock has an aggregate VGM Score of C. If you aren't focused on one strategy, this score is the one you should be interested in.
Outlook Recursion Pharmaceuticals has a Zacks Rank #3 (Hold). We expect an in-line return from the stock in the next few months.
Performance of an Industry PlayerRecursion Pharmaceuticals is part of the Zacks Medical - Biomedical and Genetics industry. Over the past month, Illumina (ILMN - Free Report) , a stock from the same industry, has gained 21.2%. The company reported its results for the quarter ended March 2026 more than a month ago.
Illumina reported revenues of $1.09 billion in the last reported quarter, representing a year-over-year change of +4.8%. EPS of $1.15 for the same period compares with $0.97 a year ago.
Illumina is expected to post earnings of $1.24 per share for the current quarter, representing a year-over-year change of +4.2%. Over the last 30 days, the Zacks Consensus Estimate remained unchanged.
Illumina has a Zacks Rank #3 (Hold) based on the overall direction and magnitude of estimate revisions. Additionally, the stock has a VGM Score of C.
Recursion Pharmaceuticals (RXRX - Free Report) closed the most recent trading day at $3.06, moving -5.12% from the previous trading session. This change lagged the S&P 500's daily loss of 1.62%. Meanwhile, the Dow experienced a drop of 1.87%, and the technology-dominated Nasdaq saw a decrease of 1.98%.
Shares of the biotechnology company witnessed a gain of 2.22% over the previous month, trailing the performance of the Medical sector with its gain of 5.04%, and outperforming the S&P 500's loss of 0.03%.
The investment community will be closely monitoring the performance of Recursion Pharmaceuticals in its forthcoming earnings report. It is anticipated that the company will report an EPS of -$0.25, marking a 39.02% rise compared to the same quarter of the previous year. Our most recent consensus estimate is calling for quarterly revenue of $11.99 million, down 37.64% from the year-ago period.
Regarding the entire year, the Zacks Consensus Estimates forecast earnings of -$0.99 per share and revenue of $54.08 million, indicating changes of +31.25% and -27.59%, respectively, compared to the previous year.
Investors should also take note of any recent adjustments to analyst estimates for Recursion Pharmaceuticals. Such recent modifications usually signify the changing landscape of near-term business trends. Consequently, upward revisions in estimates express analysts' positivity towards the business operations and its ability to generate profits.
Based on our research, we believe these estimate revisions are directly related to near-term stock moves. To exploit this, we've formed the Zacks Rank, a quantitative model that includes these estimate changes and presents a viable rating system.
The Zacks Rank system, spanning from #1 (Strong Buy) to #5 (Strong Sell), boasts an impressive track record of outperformance, audited externally, with #1 ranked stocks yielding an average annual return of +25% since 1988. Over the past month, the Zacks Consensus EPS estimate has shifted 1.99% upward. Recursion Pharmaceuticals currently has a Zacks Rank of #3 (Hold).
The Medical - Biomedical and Genetics industry is part of the Medical sector. This industry currently has a Zacks Industry Rank of 155, which puts it in the bottom 37% of all 250+ industries.
The Zacks Industry Rank assesses the strength of our separate industry groups by calculating the average Zacks Rank of the individual stocks contained within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Ensure to harness Zacks.com to stay updated with all these stock-shifting metrics, among others, in the next trading sessions.
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
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