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RXRX.NASDAQ
Recursion Pharmaceuticals
Health Care · Biotechnology

Biotechnology company using AI and cellular imaging to discover novel drugs through proprietary technology platform.

HQ: United StatesListed: United States

Historical AI Opinions

Audit every published iPulse AI forecast batch and immutable historical research document for Recursion Pharmaceuticals.

Historical AI Opinions

Recursion Pharmaceuticals Inc (RXRX.NASDAQ) AI OPINIONS & ADVISOR ANALYSIS

Read and compare the 12 individual AI Advisor deep-dive reports, including their forecast paths, ratings, price targets, and reasoning.

Updated on 28 November 2025Deep analysis 28 November 2025

PublisherRusslan Ramdowar
25 min readAudit All Past Forecasts

1. Investment Thesis — Base Case

The most reasonable scenario projects a volatile but upward trajectory. While not every clinical program will succeed, the diversified pipeline and industrial-scale dataset generation offer enough 'shots on goal' to achieve at least one commercial approval by 2027-2028. The company likely transitions from a purely speculative clinical-stage entity to a commercial biotech with a validated discovery engine. Partnerships provide a financial floor, preventing catastrophic , though periodic capital raises will dampen stock price appreciation compared to the pure bull case. The convergence of AI hype and tangible biological data creates a compelling entry point at current depressed levels, offering asymmetric upside with manageable risk over a 5-year horizon.

Historical prices and published forecast

Historical prices and published forecastObserved prices and the selected advisor's published projection share a split-adjusted price basis. Prices after the forecast start are later observations, not information known at publication. Forecasts are uncertain. Values in USD.-0.9710.5622.133.6445.18Apr 2021Sep 2023Feb 2026Jul 2028Nov 2030Forecast starts
  • Observed price
  • Published advisor forecast
Observed prices and the selected advisor's published projection share a split-adjusted price basis. Prices after the forecast start are later observations, not information known at publication. Forecasts are uncertain. Values in USD.
View chart values
Historical prices and published forecast — published chart values
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Observed price2021-04-1631.3
Observed price2021-05-0233.1
Observed price2021-05-1023.0
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Observed price2021-08-0628.4
Observed price2021-08-1819.03
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Observed price2021-09-1523.9
Observed price2021-10-0121.9
Observed price2021-10-2518.26
Observed price2021-11-0220.7
Observed price2021-11-1016.14
Observed price2021-12-0819.81
Observed price2021-12-1617.70
Observed price2022-01-0117.43
Observed price2022-01-1712.65
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Observed price2022-12-277.16
Observed price2023-01-169.06
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Observed price2024-12-206.03
Observed price2025-01-057.90
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Observed price2025-02-107.65
Observed price2025-02-1810.64
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Observed price2025-10-206.68
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Observed price2025-11-174.12
Observed price2025-11-214.17
Observed price2025-12-074.78
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Observed price2026-01-124.81
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Observed price2026-02-213.42
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Observed price2026-03-173.42
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Observed price2026-09-233.70
Observed price2026-09-253.74
Published advisor forecast2025-11-264.41
Published advisor forecast2026-05-275.85
Published advisor forecast2026-11-277.20
Published advisor forecast2027-05-279.50
Published advisor forecast2027-11-2712.00
Published advisor forecast2028-05-2714.50
Published advisor forecast2028-11-2716.99
Published advisor forecast2029-05-2719.98
Published advisor forecast2029-11-2723.5
Published advisor forecast2030-05-2727.0
Published advisor forecast2030-11-2730.5

2. Scenarios & Signals

Bull case

The bull case predicates on the successful validation of the Recursion OS as a repeatable drug discovery engine. By late 2026, positive readouts from lead assets like REC-994 (cerebral cavernous malformation) and REC-2282 (NF2) provide clinical proof-of-concept, driving a massive re-rating of the platform valuation. The strategic partnership with Nvidia accelerates the 'TechBio' narrative, positioning RXRX as the premier AI-biology infrastructure play. Commercial milestones from the Roche and Bayer collaborations begin to contribute significant non-dilutive revenue by 2027, reducing . As interest rates stabilize or decline, the market aggressively prices in the optionality of the vast early-stage pipeline, sending the stock toward multi-bagger returns reminiscent of early platform technology companies.

Bear case

The bear case envisions a scenario where the proprietary AI platform generates interesting biological insights that fail to translate into clinical efficacy. Early readouts for REC-994 or REC-4881 disappoint or show mixed results, causing the market to discount the entire platform's value to near zero. High necessitates toxic financing rounds at depressed valuations, significantly diluting existing shareholders. The departure of key partners or a lack of milestone payments from Roche/Bayer signals a loss of confidence in the technology. Recursion becomes a 'zombie biotech' trading near cash value, struggling to fund operations amidst a high- environment for speculative growth stocks.

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