US · Healthcare · Biotechnology
EPS came in at -0.25 against a street estimate of -0.23 — a miss of 8.7%.
Analysts rate Recursion Pharmaceuticals Inc a hold (2 buy, 6 hold, 0 sell out of 8) with an average price target of $7.22.
CONFIDENT Recursion advanced 5 clinical programs including REC-4881 (FAP, no approved therapies, $10B TAM) with 43% median polyp reduction. Partnered with Roche-Genentech on first AI-discovered neuroscience target. Lowered 2026 OpEx guidance 40% to $375M while maintaining pipeline velocity. Q2 2026 Analysts pressed on partnership template replicability, FDA pathway derisking, and durable competitive moat versus commoditizing Frontier AI. Management emphasized proprietary data factory, Lab-in-the-Loop culture, and stand-alone differentiated assets as hard-to-replicate sources of advantage; acknowledged limited FAP regulatory precedent but characterized FDA engagement as productive and science-driven. 2026-08-05…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 8.05% |
| ARK Investment Management LLC | 7.50% |
| State Street Corp | 5.31% |
| Baillie Gifford & Co Limited. | 4.38% |
| Vanguard Portfolio Management, LLC | 4.24% |
| Vanguard Capital Management, LLC | 4.15% |
| SoftBank Group Corp | 2.54% |
| Geode Capital Management, LLC | 2.29% |
| Document | Date |
|---|---|
| Quarterly report · Q2 2026 RECURSION PHARMACEUTICALS, INC. — Q2 2026 SUMMARY HEADLINE NUMBERS • Cash Position: $545.7 million in cash and cash equivalents as of June 30, 2026, | 2026-08-05 |
| Results announced · Q3 2026 RECURSION PHARMACEUTICALS Q2 2026 FINANCIAL SUMMARY HEADLINE NUMBERS • Cash Position: $556.8 million as of June 30, 2026 (down from $753.9 million o | 2026-08-05 |
| Shareholder vote results · Q2 2026 RECURSION PHARMACEUTICALS, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Annual stockholder meeting held June 17, 2026 • Total shares voted: approximat | 2026-06-18 |
| Quarterly report · Q1 2026 RECURSION PHARMACEUTICALS, INC. – Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Cash position: $654.5 million as of March 31, 2026 (down from $743.3 milli | 2026-05-06 |
| Results announced · Q2 2026 RECURSION PHARMACEUTICALS Q1 2026 SUMMARY HEADLINE NUMBERS • Cash Position: $665.2 million as of March 31, 2026 (down from $753.9 million at Decembe | 2026-05-06 |
| Board / officer change · Q2 2026 RECURSION PHARMACEUTICALS, INC. - FORM 8-K SUMMARY Filed: April 30, 2026 --- OTHER NOTABLE POINTS • Board Chair Departure Announced: Christopher Gi | 2026-04-30 |
| Proxy statement · Q2 2026 RECURSION PHARMACEUTICALS, INC. — 2026 PROXY STATEMENT SUMMARY EXECUTIVE COMPENSATION OVERVIEW • CEO Total Compensation: Not specified in provided d | 2026-04-30 |
| Annual report FY2025 RECURSION PHARMACEUTICALS, INC. – 2025 10-K SUMMARY HEADLINE NUMBERS • Market capitalization: $2.03 billion as of June 30, 2025 (non-affiliate share | 2026-02-25 |
Readable in the app.
| Announcement | Date |
|---|---|
| Sanofi accepts fifth milestone in drug discovery partnership agreement Recursion Pharmaceuticals reported significant progress in its AI-driven drug discovery platform. Key highlights: The company achieved its first AI-enabled clinical proof-of-concept with REC | 2026-02-25 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Recursion Pharmaceuticals Inc — free to start.
Google PlayApp StoreData updated 2026-09-18.