Merger and Leadership Shift: Recent social media buzz around Recursion Pharmaceuticals has focused on its merger with Exscientia and the appointment of a new CEO. Many view the merger as a transformative step for AI-driven drug discovery, while the leadership change is seen as a potential catalyst for new strategies. The discussion reflects a sense of curiosity and cautious optimism.
Clinical Data Expectations: Another key topic on social media is the anticipation for the clinical data readout from the TUPELO Phase 1b/2 trial of REC-4881. A recent upgrade by a major financial institution to a higher rating with a raised price target has fueled excitement, with some calling the data a possible turning point for the stock. Users are keenly awaiting results that could shape future sentiment.
Partnerships and Volatility: Partnerships with industry giants like Roche and Bayer are also generating lively debates on social media. While some highlight the growth potential from these collaborations, others express concern over recent stock price fluctuations and share resale registrations. The conversation remains dynamic as opinions on the company’s path continue to diverge.
Note: This discussion summary was generated from an AI condensation of post data.
Recursion Pharmaceuticals Insider Trading Activity
Recursion Pharmaceuticals insiders have traded $RXRX stock on the open market 13 times in the past 6 months. Of those trades, 0 have been purchases and 13 have been sales.
Here’s a breakdown of recent trading of $RXRX stock by insiders over the last 6 months:
- CHRISTOPHER GIBSON (Chief Executive Officer) has made 0 purchases and 11 sales selling 1,238,175 shares for an estimated $6,428,964.
- BLAKE BORGESON sold 220,000 shares for an estimated $961,400
- NAJAT KHAN (Chief R&D Commercial Officer) sold 36,599 shares for an estimated $202,172
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Recursion Pharmaceuticals Revenue
Recursion Pharmaceuticals had revenues of $5.2M in Q3 2025. This is a decrease of -80.16% from the same period in the prior year.
You can track RXRX financials on Quiver Quantitative's RXRX stock page.
Recursion Pharmaceuticals Hedge Fund Activity
We have seen 178 institutional investors add shares of Recursion Pharmaceuticals stock to their portfolio, and 175 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- STATE STREET CORP added 7,089,386 shares (+63.4%) to their portfolio in Q3 2025, for an estimated $34,596,203
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 3,778,440 shares (+81.9%) to their portfolio in Q3 2025, for an estimated $18,438,787
- VANGUARD GROUP INC added 3,708,975 shares (+10.3%) to their portfolio in Q3 2025, for an estimated $18,099,798
- BLACKROCK, INC. added 3,368,702 shares (+11.9%) to their portfolio in Q3 2025, for an estimated $16,439,265
- FMR LLC removed 2,356,001 shares (-42.2%) from their portfolio in Q3 2025, for an estimated $11,497,284
- SUSQUEHANNA INTERNATIONAL GROUP, LLP added 2,183,837 shares (+68.1%) to their portfolio in Q3 2025, for an estimated $10,657,124
- GEODE CAPITAL MANAGEMENT, LLC added 1,847,149 shares (+23.8%) to their portfolio in Q3 2025, for an estimated $9,014,087
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Recursion Pharmaceuticals Analyst Ratings
Wall Street analysts have issued reports on $RXRX in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Needham issued a "Buy" rating on 09/11/2025
To track analyst ratings and price targets for Recursion Pharmaceuticals, check out Quiver Quantitative's $RXRX forecast page.
Recursion Pharmaceuticals Price Targets
Multiple analysts have issued price targets for $RXRX recently. We have seen 2 analysts offer price targets for $RXRX in the last 6 months, with a median target of $6.5.
Here are some recent targets:
- Gil Blum from Needham set a target price of $8.0 on 09/11/2025
- Vikram Purohit from Morgan Stanley set a target price of $5.0 on 07/03/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
