Recursion Pharmaceuticals, Inc. (RXRX) is a clinical-stage biotechnology company that applies artificial intelligence and automation to industrialize drug discovery. Four current, individually attributed analyst targets were reviewed: JPMorgan at $10.00 (Buy), Needham at $8.00 (Buy), Bank of America Securities at $6.00 (Hold), and Morgan Stanley at $5.90 (Equal-Weight). The arithmetic mean of these four figures is approximately $7.48, rounded to a central target of $7.50.
The range of $5.90 to $10.00 is unusually wide, illustrating genuine disagreement about the value of Recursion's early-stage pipeline. The bullish view, expressed by JPMorgan, centers on the blockbuster potential of REC-4881 in familial adenomatous polyposis (FAP), a hereditary condition, with estimated U.S. peak sales exceeding $1 billion and a roughly 60% probability of success. More cautious firms, such as Morgan Stanley and Bank of America, weigh the company's sustained operating losses, the early stage of most clinical programs, and recent share dilution against that optionality. In late 2026, JPMorgan lowered its target from $11 to $10, while Morgan Stanley raised its target from $5.30 to $5.90, reflecting modest, incremental revisions rather than a wholesale shift in sentiment.
Shares traded near $3.83 in early November 2026, with a market capitalization of roughly $2.3 billion and a 52-week range spanning from about $2.77 to $5.76. Reaching the $7.50 central target would require a gain of approximately 96% from current levels, which is best characterized as a very large move for a single holding period.
Any path toward that figure would likely depend on translating clinical momentum into de-risked, late-stage assets. Recursion reported third-quarter 2026 results with revenue of $18.55 million, comfortably above consensus estimates of about $14.81 million, and an adjusted loss per share of $0.22. The company has also extended its cash runway into 2028 and continues to generate milestone revenue from partners including Sanofi and Genentech. Those are supportive signals, but they do not by themselves justify a near-doubling; the central target implicitly assumes successful clinical execution that is not yet proven.
From a technical standpoint, the $3.25 follow-on offering price and the 52-week low near $2.77 form a lower support zone, while the recent trading high around $4.17 and the 52-week high near $5.76 represent overhead resistance. The psychological $5.00 level sits between the current price and the central target, and a decisive move above it would be a notable change in market structure. The $7.50 target implies a breakout well beyond the stock's established trading range.
Analyst price targets generally reflect a research horizon of approximately 12 months, though individual firms may differ in their assumptions. Investors should watch upcoming REC-4881 and REC-1245 data updates, any additional partnership or milestone announcements, quarterly cash-burn trends, and any further changes to analyst targets or ratings. Regulatory and financing developments, including the possibility of additional equity raises, are also material.
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The question of whether RXRX can reach $7.50 ultimately hinges on clinical and commercial execution rather than near-term trading dynamics. The central target, derived from four verified analyst price targets, implies roughly 96% upside from a price near $3.83. The strongest supports are encouraging REC-4881 data, lucrative partnerships, and a lengthened cash runway, while the principal obstacles are continued losses, dilution, and the binary nature of biotech development. With analyst targets spanning $5.90 to $10.00, the market itself has not reached a consensus on the company's value. No outcome is guaranteed, and the target should be viewed as a reference point for debate rather than a forecast.
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A.I.dvisor indicates that over the last year, RXRX has been loosely correlated with CRSP. These tickers have moved in lockstep 65% of the time. This A.I.-generated data suggests there is some statistical probability that if RXRX jumps, then CRSP could also see price increases.
| Ticker / NAME | Correlation To RXRX | 1D Price Change % | ||
|---|---|---|---|---|
| RXRX | 100% | +5.43% | ||
| CRSP - RXRX | 65% Loosely correlated | +3.57% | ||
| PRME - RXRX | 61% Loosely correlated | +9.23% | ||
| ABSI - RXRX | 59% Loosely correlated | +4.80% | ||
| BEAM - RXRX | 59% Loosely correlated | +5.55% | ||
| DNA - RXRX | 57% Loosely correlated | +8.27% | ||
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