Leerink Partnrs Has Bullish Estimate for RXRX Q3 Earnings

Key Points

• Investment analysts at Leerink Partners have raised their Q3 2025 earnings estimates for Recursion Pharmaceuticals (NASDAQ: RXRX) from ($0.32) to ($0.24) per share.
• The company's most recent quarterly earnings report revealed a loss of ($0.41) EPS, which missed the consensus estimate of ($0.35) by $0.06, despite revenue exceeding estimates.
• Recursion Pharmaceuticals has a consensus rating of "Hold" among analysts, with an average target price of $7.00, while 89.06% of its stock is owned by institutional investors.

Recursion Pharmaceuticals, Inc. (NASDAQ:RXRX - Free Report) - Equities researchers at Leerink Partnrs increased their Q3 2025 earnings per share (EPS) estimates for Recursion Pharmaceuticals in a research report issued on Tuesday, August 5th. Leerink Partnrs analyst M. Foroohar now expects that the company will post earnings per share of ($0.24) for the quarter, up from their prior forecast of ($0.32). The consensus estimate for Recursion Pharmaceuticals' current full-year earnings is ($1.57) per share. Leerink Partnrs also issued estimates for Recursion Pharmaceuticals' Q4 2025 earnings at ($0.14) EPS, FY2025 earnings at ($1.29) EPS, FY2026 earnings at ($0.81) EPS and FY2027 earnings at ($0.36) EPS.

Recursion Pharmaceuticals (NASDAQ:RXRX - Get Free Report) last posted its quarterly earnings results on Tuesday, August 5th. The company reported ($0.41) earnings per share for the quarter, missing analysts' consensus estimates of ($0.35) by ($0.06). The company had revenue of $19.10 million during the quarter, compared to the consensus estimate of $15.38 million. Recursion Pharmaceuticals had a negative net margin of 1,004.91% and a negative return on equity of 76.09%. The firm's revenue for the quarter was up 33.3% compared to the same quarter last year. During the same quarter in the prior year, the business earned ($0.40) earnings per share.

Several other research analysts also recently commented on the company. Morgan Stanley assumed coverage on Recursion Pharmaceuticals in a research note on Thursday, July 3rd. They set an "equal weight" rating and a $5.00 target price for the company. Needham & Company LLC reiterated a "buy" rating and set a $8.00 target price on shares of Recursion Pharmaceuticals in a research note on Tuesday, July 8th. Four equities research analysts have rated the stock with a hold rating and two have given a buy rating to the stock. According to data from MarketBeat, the stock presently has an average rating of "Hold" and a consensus price target of $7.00.

Recursion Pharmaceuticals Stock Up 3.4%

RXRX stock traded up $0.18 during mid-day trading on Friday, reaching $5.47. The company had a trading volume of 11,504,265 shares, compared to its average volume of 25,069,855. The company has a debt-to-equity ratio of 0.02, a current ratio of 3.58 and a quick ratio of 3.58. The stock has a 50 day simple moving average of $5.42 and a two-hundred day simple moving average of $5.87. The company has a market capitalization of $2.22 billion, a price-to-earnings ratio of -3.07 and a beta of 0.93. Recursion Pharmaceuticals has a 52 week low of $3.79 and a 52 week high of $12.36.

Institutional Trading of Recursion Pharmaceuticals

Several hedge funds have recently added to or reduced their stakes in RXRX. Softbank Group CORP. acquired a new stake in Recursion Pharmaceuticals during the 4th quarter worth approximately $99,152,000. Novo Holdings A S acquired a new stake in Recursion Pharmaceuticals during the 4th quarter worth approximately $68,375,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its holdings in Recursion Pharmaceuticals by 183.7% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 6,408,524 shares of the company's stock worth $33,901,000 after purchasing an additional 4,149,346 shares during the last quarter. ARK Investment Management LLC lifted its holdings in Recursion Pharmaceuticals by 7.6% during the 1st quarter. ARK Investment Management LLC now owns 34,815,502 shares of the company's stock worth $184,174,000 after purchasing an additional 2,469,104 shares during the last quarter. Finally, Laurion Capital Management LP acquired a new stake in Recursion Pharmaceuticals during the 4th quarter worth approximately $16,611,000. 89.06% of the stock is owned by institutional investors and hedge funds.

Recursion Pharmaceuticals Company Profile

Recursion Pharmaceuticals, Inc operates as a clinical-stage biotechnology company, engages in the decoding biology by integrating technological innovations across biology, chemistry, automation, data science, and engineering to industrialize drug discovery. The company develops REC-994, which is in Phase 2 clinical trial to treat cerebral cavernous malformation; REC-2282, which is in Phase 2/3 clinical trial for the treatment of neurofibromatosis type 2; REC-4881, which is in Phase 1b/2 clinical trial to treat familial adenomatous polyposis; REC-3964, which is in Phase 1 clinical trial to treat Clostridioides difficile infection; and REC-4881, which is in Phase 2 clinical trial to treat AXIN1 or APC mutant cancers.