<p>Recursion Pharmaceuticals（RXRX）刚刚宣布领导层变动，Najat Khan 将于 2026 年 1 月起担任首席执行官。该公司还报告了季度收益疲软，收入低于去年，亏损加深。这些发展引起了投资者的密切关注。</p>
<p>请查看我们对 Recursion Pharmaceuticals 的最新分析。</p>
<p>对于 Recursion Pharmaceuticals 来说，这段时间非常艰难，最近的首席执行官过渡和令人失望的季度业绩导致了动能减弱。该股的年初至今回报率目前下降了 35.5%，过去一年的总股东回报率为-36.5%，反映出投资者对短期增长前景的日益谨慎。</p>
<p>如果最近生物科技的波动让你在寻找新的机会，现在可能是探索更广泛医疗领域的完美时机，查看我们的完整免费列表。</p>
<p>考虑到近期的巨大亏损和与分析师目标价格之间的显著折扣，投资者不得不思考 Recursion 是否被低估，或者市场是否已经将未来的挑战考虑在内。这种动荡是否提供了买入机会，还是公司的缓慢增长前景已经反映在其股价中？</p>
<h2>最受欢迎的叙述：26.2% 被低估</h2>
<p>Recursion Pharmaceuticals 的公允价值估计为 6.30 美元，而最后的收盘价为 4.65 美元，市场情绪远远落后于分析师认为该股的价值，显示出一个显著的价值差距，值得关注。</p>
<blockquote>
<p><em>Recursion OS 2.0 平台的快速整合和迭代改进，结合先进的人工智能和机器学习工具（如 Boltz-2 和因果 AI 用于临床试验设计），预计将推动更快、更具成本效益的药物发现和开发，提高研发效率并支持长期利润扩张。</em></p>
</blockquote>
<p>阅读完整叙述。</p>
<p>想知道是什么驱动分析师如此乐观的展望吗？完整的叙述揭示了隐藏的假设，例如激进的新技术整合、乐观的收入预测和对利润率的大胆目标。但这些雄心勃勃的预测中，哪些真正影响了估值？</p>
<p><strong>结果：公允价值为 6.30 美元（被低估）</strong></p>
<p>完整阅读叙述，了解预测背后的原因。</p>
<p>然而，持续依赖制药合作伙伴以及 Recursion 管道的早期阶段特性，如果出现挑战，可能会迅速改变乐观的展望。</p>
<p>了解 Recursion Pharmaceuticals 叙述的关键风险。</p>
<h2>另一种观点：SWS DCF 模型的看法是什么？</h2>
<p>从不同的角度来看，我们的 SWS DCF 模型指向公允价值为 4.41 美元，实际上低于当前股价。这表明 Recursion 可能并不像分析师共识所暗示的那样被低估。投资者应该多大程度上信任共识乐观情绪与现金流模型相比？</p>
<p>深入了解 SWS DCF 模型如何得出其公允价值。</p>
<p><img src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/34123d23-8c26-4477-813f-766698a0ea92/chart/dcf?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/34123d23-8c26-4477-813f-766698a0ea92/chart/dcf"/></p>
<p>截至 2025 年 11 月的 RXRX 折现现金流</p>
<p>Simply Wall St 每天对全球每只股票进行折现现金流（DCF）分析（例如查看 Recursion Pharmaceuticals）。我们展示了完整的计算过程。您可以在您的观察列表或投资组合中跟踪结果，并在变化时收到提醒，或者使用我们的股票筛选器发现 865 只基于现金流的被低估股票。如果您保存筛选器，我们甚至会在新公司匹配时提醒您——这样您就不会错过潜在机会。</p>
<h2>构建您自己的 Recursion Pharmaceuticals 叙述</h2>
<p>如果您有不同的看法或想深入研究，您可以快速拼凑出自己的解读，并查看其如何与其他观点比较。按照您的方式进行。</p>
<p>您对 Recursion Pharmaceuticals 研究的一个很好的起点是我们的分析，突出了 1 个关键奖励和 3 个可能影响您投资决策的重要警示信号。</p>
<h2>寻找更多投资想法？</h2>
<p>聪明的投资者知道机会很少会再次敲门。不要让下一个突破趋势溜走。查看 Simply Wall Street 目前提供的其他专业想法：</p>
<ul>
<li>通过查看这些 865 只基于现金流的被低估股票，抓住市场变化，突出交易价格低于其现金流所暗示的价值的公司。</li>
<li>通过瞄准这 25 只通过人工智能突破推动增长的 AI 小型股，提升您投资组合的创新优势。</li>
<li>通过关注这 14 只收益率超过 3% 的股息股票，确保更稳定的回报，这些股票具有强劲的收益和稳固的基础业务。</li>
</ul>
<p><em>这篇文章由 Simply Wall St 撰写，性质一般。<strong>我们提供基于历史数据和分析师预测的评论，仅使用无偏见的方法，我们的文章并不旨在提供财务建议。</strong> 它不构成购买或出售任何股票的推荐，也不考虑您的目标或财务状况。我们的目标是为您提供以基本数据驱动的长期分析。请注意，我们的分析可能未考虑最新的价格敏感公司公告或定性材料。Simply Wall St 在提到的任何股票中没有持仓。</em></p>

RXRX

<p>Recursion Pharmaceuticals (RXRX) 已任命 Najat Khan 为首席执行官，任职将于 2026 年 1 月开始，此时公司季度财报令人失望，显示收入下降和亏损增加。该股年初至今下跌了 35.5%，引发了对增长前景的担忧。分析师估计公允价值为 6.30 美元，而 DCF 模型则建议较低的价值为 4.41 美元，表明可能存在高估风险。投资者被敦促考虑生物科技领域的风险和机会，因为公司正在整合先进的人工智能工具用于药物开发</p>

<p>Recursion Pharmaceuticals (RXRX) just announced a leadership shift, with Najat Khan set to become CEO starting January 2026. The company also reported weaker quarterly earnings with lower revenue and deeper losses than last year. These developments are getting close investor attention.</p>
<div class="lb-trans"><p>Recursion Pharmaceuticals（RXRX）刚刚宣布领导层变动，Najat Khan 将于 2026 年 1 月起担任首席执行官。该公司还报告了季度收益疲软，收入低于去年，亏损加深。这些发展引起了投资者的密切关注。</p>
</div><p>See our latest analysis for Recursion Pharmaceuticals.</p>
<div class="lb-trans"><p>请查看我们对 Recursion Pharmaceuticals 的最新分析。</p>
</div><p>It has been a tough stretch for Recursion Pharmaceuticals, as the recent CEO transition and disappointing quarterly results have contributed to fading momentum. The stock’s share price return is now down 35.5% year to date, and total shareholder return sits at -36.5% over the past year, reflecting growing caution among investors about near-term growth prospects.</p>
<div class="lb-trans"><p>对于 Recursion Pharmaceuticals 来说，这段时间非常艰难，最近的首席执行官过渡和令人失望的季度业绩导致了动能减弱。该股的年初至今回报率目前下降了 35.5%，过去一年的总股东回报率为-36.5%，反映出投资者对短期增长前景的日益谨慎。</p>
</div><p>If recent biotech volatility has you searching for fresh opportunities, it could be the perfect moment to explore the wider healthcare space with our See the full list for free.</p>
<div class="lb-trans"><p>如果最近生物科技的波动让你在寻找新的机会，现在可能是探索更广泛医疗领域的完美时机，查看我们的完整免费列表。</p>
</div><p>Given the combination of steep recent losses and a sizeable discount to analyst price targets, investors are left to consider whether Recursion is now undervalued or if the market has already priced in future challenges. Could this turbulence present a buying chance, or is the company’s slow growth outlook already reflected in its share price?</p>
<div class="lb-trans"><p>考虑到近期的巨大亏损和与分析师目标价格之间的显著折扣，投资者不得不思考 Recursion 是否被低估，或者市场是否已经将未来的挑战考虑在内。这种动荡是否提供了买入机会，还是公司的缓慢增长前景已经反映在其股价中？</p>
</div><h2>Most Popular Narrative: 26.2% Undervalued</h2>
<div class="lb-trans"><h2>最受欢迎的叙述：26.2% 被低估</h2>
</div><p>With Recursion Pharmaceuticals’ fair value estimate sitting at $6.30 and the last closing price at $4.65, market sentiment is trailing well behind what analysts believe the stock is worth, signaling a notable value gap worth attention.</p>
<div class="lb-trans"><p>Recursion Pharmaceuticals 的公允价值估计为 6.30 美元，而最后的收盘价为 4.65 美元，市场情绪远远落后于分析师认为该股的价值，显示出一个显著的价值差距，值得关注。</p>
</div><blockquote>
<p><em>Rapid integration and iterative improvement of the Recursion OS 2.0 platform, incorporating advanced AI and ML tools (such as Boltz-2 and causal AI for clinical trial design), are expected to drive faster, more cost-effective drug discovery and development, improving R&amp;D efficiency and supporting long-term margin expansion.</em></p>
</blockquote>
<div class="lb-trans"><blockquote>
<p><em>Recursion OS 2.0 平台的快速整合和迭代改进，结合先进的人工智能和机器学习工具（如 Boltz-2 和因果 AI 用于临床试验设计），预计将推动更快、更具成本效益的药物发现和开发，提高研发效率并支持长期利润扩张。</em></p>
</blockquote>
</div><p>Read the complete narrative.</p>
<div class="lb-trans"><p>阅读完整叙述。</p>
</div><p>Wondering what drives analysts to such a bullish outlook? The full narrative reveals the hidden assumptions, such as aggressive new tech integration, optimistic revenue maps, and bold targets on margins. But which of these ambitious forecasts really move the valuation needle?</p>
<div class="lb-trans"><p>想知道是什么驱动分析师如此乐观的展望吗？完整的叙述揭示了隐藏的假设，例如激进的新技术整合、乐观的收入预测和对利润率的大胆目标。但这些雄心勃勃的预测中，哪些真正影响了估值？</p>
</div><p><strong>Result: Fair Value of $6.30 (UNDERVALUED)</strong></p>
<div class="lb-trans"><p><strong>结果：公允价值为 6.30 美元（被低估）</strong></p>
</div><p>Have a read of the narrative in full and understand what's behind the forecasts.</p>
<div class="lb-trans"><p>完整阅读叙述，了解预测背后的原因。</p>
</div><p>However, ongoing reliance on pharma partners and the early-stage nature of Recursion’s pipeline could quickly alter the bullish outlook if challenges emerge.</p>
<div class="lb-trans"><p>然而，持续依赖制药合作伙伴以及 Recursion 管道的早期阶段特性，如果出现挑战，可能会迅速改变乐观的展望。</p>
</div><p>Find out about the key risks to this Recursion Pharmaceuticals narrative.</p>
<div class="lb-trans"><p>了解 Recursion Pharmaceuticals 叙述的关键风险。</p>
</div><h2>Another View: What Does the SWS DCF Model Say?</h2>
<div class="lb-trans"><h2>另一种观点：SWS DCF 模型的看法是什么？</h2>
</div><p>Looking from a different perspective, our SWS DCF model points to a fair value of $4.41, which is actually below the current share price. This suggests Recursion may not be as undervalued as the analyst consensus implies. How much should investors trust consensus optimism compared to cash flow models?</p>
<div class="lb-trans"><p>从不同的角度来看，我们的 SWS DCF 模型指向公允价值为 4.41 美元，实际上低于当前股价。这表明 Recursion 可能并不像分析师共识所暗示的那样被低估。投资者应该多大程度上信任共识乐观情绪与现金流模型相比？</p>
</div><p>Look into how the SWS DCF model arrives at its fair value.</p>
<div class="lb-trans"><p>深入了解 SWS DCF 模型如何得出其公允价值。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/34123d23-8c26-4477-813f-766698a0ea92/chart/dcf" alt="" original-src="https://images.simplywall.st/company/34123d23-8c26-4477-813f-766698a0ea92/chart/dcf"/></p>
<p>RXRX Discounted Cash Flow as at Nov 2025</p>
<div class="lb-trans"><p>截至 2025 年 11 月的 RXRX 折现现金流</p>
</div><p>Simply Wall St performs a discounted cash flow (DCF) on every stock in the world every day (check out Recursion Pharmaceuticals for example). We show the entire calculation in full. You can track the result in your watchlist or portfolio and be alerted when this changes, or use our stock screener to discover 865 undervalued stocks based on their cash flows. If you save a screener we even alert you when new companies match - so you never miss a potential opportunity.</p>
<div class="lb-trans"><p>Simply Wall St 每天对全球每只股票进行折现现金流（DCF）分析（例如查看 Recursion Pharmaceuticals）。我们展示了完整的计算过程。您可以在您的观察列表或投资组合中跟踪结果，并在变化时收到提醒，或者使用我们的股票筛选器发现 865 只基于现金流的被低估股票。如果您保存筛选器，我们甚至会在新公司匹配时提醒您——这样您就不会错过潜在机会。</p>
</div><h2>Build Your Own Recursion Pharmaceuticals Narrative</h2>
<div class="lb-trans"><h2>构建您自己的 Recursion Pharmaceuticals 叙述</h2>
</div><p>If you see things differently or want to dive deeper, you can quickly piece together your own interpretation and see how it stacks up. Do it your way</p>
<div class="lb-trans"><p>如果您有不同的看法或想深入研究，您可以快速拼凑出自己的解读，并查看其如何与其他观点比较。按照您的方式进行。</p>
</div><p>A great starting point for your Recursion Pharmaceuticals research is our analysis highlighting 1 key reward and 3 important warning signs that could impact your investment decision.</p>
<div class="lb-trans"><p>您对 Recursion Pharmaceuticals 研究的一个很好的起点是我们的分析，突出了 1 个关键奖励和 3 个可能影响您投资决策的重要警示信号。</p>
</div><h2>Looking for More Investment Ideas?</h2>
<div class="lb-trans"><h2>寻找更多投资想法？</h2>
</div><p>Smart investors know that opportunity rarely knocks twice. Don’t let the next breakout trend slip by. See what else the market is offering right now with these specialized ideas from Simply Wall Street:</p>
<div class="lb-trans"><p>聪明的投资者知道机会很少会再次敲门。不要让下一个突破趋势溜走。查看 Simply Wall Street 目前提供的其他专业想法：</p>
</div><ul>
<li>Tap into market shifts by checking out these 865 undervalued stocks based on cash flows, which highlights companies trading below what their cash flows suggest they’re worth.</li>
<li>Level up your portfolio’s innovative edge by targeting these 25 AI penny stocks, which are driving growth through artificial intelligence breakthroughs.</li>
<li>Secure more consistent returns by focusing on these 14 dividend stocks with yields &gt; 3%, featuring strong yields and solid foundational businesses.</li>
</ul>
<div class="lb-trans"><ul>
<li>通过查看这些 865 只基于现金流的被低估股票，抓住市场变化，突出交易价格低于其现金流所暗示的价值的公司。</li>
<li>通过瞄准这 25 只通过人工智能突破推动增长的 AI 小型股，提升您投资组合的创新优势。</li>
<li>通过关注这 14 只收益率超过 3% 的股息股票，确保更稳定的回报，这些股票具有强劲的收益和稳固的基础业务。</li>
</ul>
</div><p><em>This article by Simply Wall St is general in nature. <strong>We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice.</strong> It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.</em></p>
<div class="lb-trans"><p><em>这篇文章由 Simply Wall St 撰写，性质一般。<strong>我们提供基于历史数据和分析师预测的评论，仅使用无偏见的方法，我们的文章并不旨在提供财务建议。</strong> 它不构成购买或出售任何股票的推荐，也不考虑您的目标或财务状况。我们的目标是为您提供以基本数据驱动的长期分析。请注意，我们的分析可能未考虑最新的价格敏感公司公告或定性材料。Simply Wall St 在提到的任何股票中没有持仓。</em></p>
</div>

Recursion Pharmaceuticals (RXRX)：在 CEO 任命和令人失望的财报结果后评估其估值