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RXRX

Recursion Pharmaceuticals Inc

NASDAQ: RXRX · HEALTHCARE · BIOTECHNOLOGY

$3.26
-12.76% today

Updated 2026-06-05

Market cap
$1.68B
P/E ratio
—
P/S ratio
25.26x
EPS (TTM)
$-1.16
Dividend yield
—
52W range
$3 – $7
Volume
18.8M
OverviewPrice TargetsFinancialsValuationInsidersEarnings

Recursion Pharmaceuticals Inc (RXRX) Financial Forecast & Price Target 2030

Research-backed projections from analyst consensus, management guidance, and sector analysis.

RXRX · Recursion Pharmaceuticals Inc · Price target summary

Current
$3.26
Consensus
$8.00
+145.40%
2030 Target
$6.52
+100.00%
DCF
—
—
5 analysts:
2 Buy2 Hold1 Sell

Management guidance

No specific CEO revenue targets disclosed for 2026-2030. Company provided cash runway guidance into early 2028 without additional financing. Management focused on clinical milestones (REC-4881 FDA engagement, REC-1245 and REC-4539 Phase progression) rather than revenue targets. Investors must rely on analyst consensus and pipeline-driven projections.

Sources: Management guidance, analyst consensus, sector analysishigh confidence

RXRX · Recursion Pharmaceuticals Inc · Revenue & price projection · 2023–2030E

Actual revenue Projected revenue Base case Bull to bear range
Bear case (2030)
$3.91
$0.7B Rev × 3x P/S
Base case (2030)
$6.52
$0.7B Rev × 5x P/S
Bull case (2030)
$10.43
$0.7B Rev × 8x P/S
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Financial forecast — research-backed

Metric20252026 (E)2027 (E)2028 (E)2029 (E)2030 (E)
Revenue$0.1B$0.1B$0.2B$0.3B$0.5B$0.7B
Revenue growth26.9%12.4%88.1%88.6%62.8%46.8%
EPS$-1.48$-1.06$-0.68$-0.32$0.18$0.52
P/S ratio—5.0x5.0x5.0x5.0x5.0x
Implied price—$0.65$1.30$2.61$4.56$6.52

RXRX · Recursion Pharmaceuticals Inc · Catalysts & risks

Growth catalysts
+ REC-4881 Phase 2 efficacy signals with FDA engagement and potential pivotal trial initiation
+ REC-1245 favorable early clinical data progression through Phase 2
+ REC-4539 Phase 1 enrollment and advancement in oncology indications
+ AI-driven target discovery acceleration (25 new drug targets announced) reducing development timelines
+ Citeline partnership integration enhancing ClinTech platform for real-world data in clinical trials
+ Potential revenue inflection from partnership royalties and out-licensing deals
Key risks
- Severe cash burn ($559.8M TTM net loss on $66.4M revenue) with cash runway only to early 2028 requiring dilutive financing
- Clinical execution risk: AI drug discovery platform unproven at late-stage human trials; pipeline still in Phase 1-2
- Revenue collapse in Q1 2026 (-56.1% QoQ) signals significant variability; no approved products generating meaningful commercial revenue
- High short interest (36.52% float shorted) and insider selling by founder Christopher Gibson indicating confidence concerns
- Valuation disconnect: 25.18x Price/Sales despite negative margins and no clear path to profitability
- Market skepticism post-Nvidia divestment and analyst estimate cuts in May 2026
- Biotech sector funding environment deterioration affecting partnering and financing options

Methodology

Recursion Pharmaceuticals Inc's forward estimates are derived from AI-powered research synthesis combining analyst consensus from 5 Wall Street analysts, management guidance from the latest earnings call, and sector growth forecasts from industry research. Revenue and EPS projections use analyst consensus where available and conservative extrapolation with growth deceleration for outer years. Price targets are calculated using a tiered Price-to-Sales (P/S) methodology, where the P/S multiple is determined by the projected revenue growth rate.

WallStSmart proprietary research model · Not financial advice · Past performance is not indicative of future results · Last researched: May 13, 2026.