Moderna vs. Recursion: Which Cutting-Edge Pharma Stock Is a Better Buy in 2026?

The Motley Fool··Read original
2▲1 ▼1Impact / 5
Summary · why it matters

Moderna is favored over Recursion Pharmaceuticals as the better buy in 2026, according to an analysis by The Motley Fool. Moderna reported fiscal 2025 revenue of more than $1.9 billion, a 40% decline, with a net loss of roughly $2.8 billion, while Recursion generated approximately $74.7 million in revenue, up 27%, but posted a net loss of nearly $645 million. Moderna trades at a price-to-sales ratio of 12.9 times versus Recursion's 26.8 times, and the analysis highlights Moderna's proven mRNA platform with 25 development candidates across 35 programs, expecting modest sales growth to near $2.1 billion in fiscal 2026. Recursion, still in the development phase, anticipates an 11% revenue decline in fiscal 2026 due to lower milestone payments, though it achieved a first clinical proof of concept with its REC-4881 treatment. The conclusion points to Moderna's established track record despite a current sales lull, while Recursion's AI-driven model remains unproven.

Impact on assets 8

Biotech & Genomic Medicine± Mixed · 6 stocks
Moderna Inc
MRNA
▲ PositiveCapitalrelevance

Analysis favors Moderna as better buy, citing proven mRNA platform and expected sales growth to $2.1B in FY2026.

Recursion Pharmaceuticals Inc
RXRX
▼ NegativeCapitalrelevance

Analysis favors Moderna over Recursion, noting Recursion's unproven AI model and anticipated 11% revenue decline in FY2026.

Artificial Intelligence▲ · 1 stocks
Health Care▲ · 1 stocks
© 2026 MarketIVNews