RXRX Earnings

RXRX reported its FY2025Q3 earnings on 2025-11-05, showcasing a revenue of 5.00M against an estimate of 19.00M, resulting in a -73.27% surprise. The EPS was -0.36, surpassing the expected -0.38 by 5.26% . The stock experienced a -0.8% price change on the earnings day and a -9.8% change over the next five days, reflecting market reactions to the results.

Following RXRX's FY2025Q3 earnings announcement on 2025-11-05, the stock price moved by -0.80% on the day of the release. Over the subsequent five days, it saw a -9.80% change. Historically, RXRX's stock price tends to shift by an average of +6.75% in the 10 days leading up to earnings and -3.70% in the 10 days following, providing insight into potential market.

For 2025/Q4, analysts estimate RXRX’s annual revenue to reach 25.00M, while the EPS is projected at 0.00. These estimates reflect recent revisions, with revenue estimates revised Revenue Revise Downward by -11.57% and EPS estimates Revise Upward by 18.36% over the past three months, indicating analyst expectation in the company’s performance.

The correlation between RXRX's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock’s fundamentals. Over the past three months, revenue estimates for FY2025 were Revise Downward by -11.57%, while EPS estimates moved Revise Upward by 18.36% . This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, RXRX's stock price typically moves by +6.75% in the 10 days before its earnings and -3.70% in the 10 days after. For the upcoming 2025/Q4 earnings, analysts expect an EPS of 0.00 and revenue of 25.00M.

The earnings call highlights strong financial management, with a robust cash position and significant partnership inflows, particularly from Roche and Genentech. The company has reduced expenses by 35% and has a clear runway through 2027 without additional financing. The Q&A session revealed positive analyst sentiment, with management providing detailed and clear responses. The focus on AI-driven platform development and the strategic partnerships with major players like Sanofi and Roche further bolster confidence. Given these factors, the stock is likely to see a positive movement over the next two weeks.