US · Healthcare · Biotechnology
EPS came in at -0.22 against a street estimate of -0.24 — a beat of 8.3%.
Analysts rate Recursion Pharmaceuticals Inc a buy (3 buy, 4 hold, 0 sell out of 7) with an average price target of $7.32.
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 | 8.41% |
| ARK Investment Management LLC | 6.91% |
| State Street Corp | 5.81% |
| Vanguard Portfolio Management, LLC | 5.21% |
| Baillie Gifford & Co Limited. | 3.93% |
| Vanguard Capital Management, LLC | 3.81% |
| Geode Capital Management, LLC | 2.31% |
| SoftBank Group Corp | 2.28% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 revenue was $18.552 million, up from $5.175 million in the third quarter of 2025. • Nine-month 2026 revenue w | 2026-11-02 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Q3 2026 revenue was $18.6 million, versus $5.2 million in Q3 2025, mainly due to a $10.0 million Sanofi milestone. • Q3 2026 net | 2026-11-02 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Recursion announced a $200 million oversubscribed underwritten common-stock offering, backed by healthcare and institutional inves | 2026-10-15 |
| Material agreement · Q3 2026 RECURSION PHARMACEUTICALS, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Company entered into two material agreements with Tempus AI on September 15, 2 | 2026-09-21 |
| 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 |
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 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.