Leerink Partnrs Has Bearish Estimate for RXRX Q3 Earnings

Key Points

• Leerink Partners has reduced its Q3 2025 earnings estimate for Recursion Pharmaceuticals from ($0.24) to ($0.31) per share, while the full-year earnings estimate is forecasted at ($1.57) per share.
• The company's stock currently has an average rating of "Hold" from analysts, with a consensus price target of $7.25.
• Recursion Pharmaceuticals reported a net margin of -1,004.91% in its recent earnings, indicating significant financial challenges; however, its revenue increased by 33.3% year-over-year.

Recursion Pharmaceuticals, Inc. (NASDAQ:RXRX - Free Report) - Stock analysts at Leerink Partnrs reduced their Q3 2025 earnings per share estimates for shares of Recursion Pharmaceuticals in a research report issued on Wednesday, October 15th. Leerink Partnrs analyst M. Foroohar now forecasts that the company will earn ($0.31) per share for the quarter, down from their prior estimate of ($0.24). 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 ($0.15) EPS and FY2025 earnings at ($1.37) EPS.

A number of other equities research analysts also recently commented on RXRX. Weiss Ratings reiterated a "sell (d-)" rating on shares of Recursion Pharmaceuticals in a research report on Wednesday, October 8th. Needham & Company LLC reissued a "buy" rating and set a $8.00 target price on shares of Recursion Pharmaceuticals in a research note on Thursday, September 11th. Finally, Morgan Stanley initiated coverage on shares of Recursion Pharmaceuticals in a research note on Thursday, July 3rd. They set an "equal weight" rating and a $5.00 target price on the stock. Two research analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has given a Sell rating to the company's stock. According to data from MarketBeat, Recursion Pharmaceuticals currently has an average rating of "Hold" and a consensus price target of $7.25.

Recursion Pharmaceuticals Price Performance

Shares of NASDAQ:RXRX opened at $6.36 on Friday. Recursion Pharmaceuticals has a one year low of $3.79 and a one year high of $12.36. The stock has a fifty day moving average of $5.12 and a 200-day moving average of $5.12. The company has a market capitalization of $2.76 billion, a PE ratio of -3.57 and a beta of 0.91. The company has a debt-to-equity ratio of 0.02, a quick ratio of 3.58 and a current ratio of 3.58.

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

Insider Buying and Selling at Recursion Pharmaceuticals

In other news, insider Najat Khan sold 36,599 shares of the company's stock in a transaction on Monday, August 18th. The shares were sold at an average price of $5.52, for a total value of $202,026.48. Following the transaction, the insider directly owned 668,197 shares of the company's stock, valued at approximately $3,688,447.44. This represents a 5.19% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Company insiders own 8.43% of the company's stock.

Hedge Funds Weigh In On Recursion Pharmaceuticals

Hedge funds have recently modified their holdings of the stock. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its stake in shares of Recursion Pharmaceuticals by 183.7% in the first 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 acquiring an additional 4,149,346 shares during the last quarter. Bank of New York Mellon Corp increased its stake in shares of Recursion Pharmaceuticals by 1.5% in the first quarter. Bank of New York Mellon Corp now owns 863,224 shares of the company's stock worth $4,566,000 after acquiring an additional 12,588 shares during the last quarter. Sequoia Financial Advisors LLC acquired a new position in shares of Recursion Pharmaceuticals in the first quarter worth $67,000. SG Americas Securities LLC increased its stake in shares of Recursion Pharmaceuticals by 228.5% in the first quarter. SG Americas Securities LLC now owns 162,068 shares of the company's stock worth $857,000 after acquiring an additional 112,725 shares during the last quarter. Finally, Advisors Asset Management Inc. increased its stake in shares of Recursion Pharmaceuticals by 753.8% in the first quarter. Advisors Asset Management Inc. now owns 133,485 shares of the company's stock worth $706,000 after acquiring an additional 117,851 shares during the last quarter. 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.

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