Recursion Pharmaceuticals (NASDAQ:RXRX) reported fourth-quarter and full-year 2025 financial results alongside a business update, as the clinical-stage TechBio company emphasized progress in advancing its artificial intelligence–driven drug discovery platform.
For the fourth quarter, Recursion posted earnings per share of $-0.21, outperforming analyst expectations of $-0.30 by $0.09. Revenue totaled $35.54 million, well above the consensus forecast of $24.51 million.
Management pointed to growing validation of the company’s AI-native research approach, which integrates biological data, chemistry, and clinical development into a unified discovery system.
“Recursion has reached an inflection point: moving from proving that AI can participate in drug discovery to demonstrating that an AI-native operating system can generate clinical proof and durable value,” said Najat Khan, Ph.D., CEO & President of Recursion. “Our first AI-enabled clinical proof of concept in FAP and our fifth program milestone achieved with Sanofi reflect the increasing maturity of a deeply integrated model — one that connects biology, chemistry, and clinical development into a continuous learning system. We enter 2026 with five differentiated clinical programs advancing with defined next-stage milestones, a growing discovery portfolio informed by proprietary platform insights, and more than $500 million in upfront and progress-based milestone payments earned to date. Pairing bold ambition with disciplined execution, we are building Recursion to compound over time — translating insight into molecules, molecules into medicines, and innovation into measurable impact for patients and shareholders alike.”
Shares of Recursion Pharmaceuticals closed at $3.53. The stock has declined 23.76% over the past three months and is down 57.67% over the past year.
Over the last 90 days, analyst sentiment has been mixed, with three upward revisions to earnings estimates and one downward revision.