Recursion Pharmaceuticals (RXRX) Stock Surges After Beating Q4 EPS and Revenue Estimates

TLDR

• Recursion Pharmaceuticals (RXRX) beat Q4 EPS estimates by $0.09, reporting -$0.21 vs. the expected -$0.30.
• Revenue came in at $35.54M, nearly $11M above the $24.51M consensus estimate.
• The revenue beat was driven largely by a $30M milestone payment from Roche received in October 2025.
• Full-year revenue rose ~27% YoY to $74.7M, boosted by the 2024 Exscientia acquisition.
• Cash on hand stands at $743.3M, with runway projected into 2028.

Recursion Pharmaceuticals (RXRX) surged on Wednesday after reporting Q4 2025 results that topped Wall Street expectations on both the top and bottom lines.

The AI-driven drug developer posted a loss per share of $0.21 for the quarter. That beat the analyst consensus of $0.30 by $0.09.

Revenue for Q4 came in at $35.54M, well above the $24.51M estimate. That’s a big jump from the $4.5M the company reported in the same period a year earlier.

Recursion Pharmaceuticals, Inc., RXRX

The main driver? A $30M milestone payment from Swiss pharma giant Roche, received in October 2025. A portion of that payment flowed into Q4 collaboration revenue.

It’s worth noting that the revenue beat was largely a one-time event tied to that milestone. But the numbers are the numbers, and the market responded accordingly.

Full-Year Revenue Climbs 27%

For the full year 2025, Recursion reported total revenue of $74.7M, up roughly 27% year-over-year.

That growth was helped by the addition of financials from Exscientia, the Oxford-based AI drug discovery company that Recursion acquired in 2024.

R&D expenses for Q4 came in at $95.9M, down about 2% year-over-year. SG&A expenses dropped more steeply, falling around 56% YoY to $33.7M. That cost discipline helped narrow the net loss.

The company ended 2025 with $743.3M in cash and equivalents. That compares to $594.4M at the end of 2024.

Cash Runway Extended Into 2028

Recursion said it expects its current cash position to carry it into 2028 without needing additional financing. That’s a meaningful update for investors watching the burn rate closely.

InvestingPro rates Recursion’s financial health as “weak performance,” a reminder that the Q4 beat doesn’t erase the broader challenges facing the company.

RXRX has had a rough stretch in the market. The stock is down 23.76% over the past three months and down 57.67% over the past 12 months.

Wednesday’s jump came against that backdrop — investors were relieved by results that cleared a low bar.

On the EPS revision front, Recursion saw three positive revisions and one negative revision in the 90 days leading up to this report.

RXRX closed the prior session at $3.53 before Wednesday’s move higher.

The post Recursion Pharmaceuticals (RXRX) Stock Surges After Beating Q4 EPS and Revenue Estimates appeared first on CoinCentral.