AI Platform Focus: Social media chatter highlights investor enthusiasm for Recursion's approach to drug discovery through artificial intelligence and biology integration. Discussions emphasize its potential in oncology and other areas where repeated success could transform the company beyond traditional biotech. Analysts note the platform's ability to accelerate candidate identification as a key differentiator.
Technical Breakout Signals: Recent posts point to positive divergence and dual squeeze patterns suggesting a possible reversal from recent lows. Traders reference levels around $3.64 as critical for upward momentum toward higher targets. Caution remains around resistance zones amid broader market volatility.
Clinical and Financial Updates: Conversations reference ongoing FDA discussions for REC-4881 in familial adenomatous polyposis alongside a substantial cash position extending into 2028. These elements have contributed to short-term price rebounds following earnings. Overall market sentiment appears cautiously optimistic.
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 16 times in the past 6 months. Of those trades, 0 have been purchases and 16 have been sales.
Here’s a breakdown of recent trading of $RXRX stock by insiders over the last 6 months:
- CHRISTOPHER GIBSON has made 0 purchases and 5 sales selling 200,000 shares for an estimated $666,400.
- BLAKE BORGESON has made 0 purchases and 6 sales selling 190,000 shares for an estimated $665,200.
- NAJAT KHAN (CEO and President) has made 0 purchases and 2 sales selling 45,996 shares for an estimated $163,281.
- NAMANDJE BUMPUS has made 0 purchases and 2 sales selling 8,349 shares for an estimated $28,128.
- BEN R TAYLOR (Chief Financial Officer) sold 7,956 shares for an estimated $26,970
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
Recursion Pharmaceuticals Revenue
Recursion Pharmaceuticals had revenues of $7.7M in Q2 2026. This is a decrease of -60.1% from the same period in the prior year.
You can track RXRX financials on Quiver Quantitative's RXRX stock page.
You can access data on RXRX stock through the Quiver Quantitative API.
Recursion Pharmaceuticals Hedge Fund Activity
We have seen 176 institutional investors add shares of Recursion Pharmaceuticals stock to their portfolio, and 177 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- NOVO HOLDINGS A/S removed 7,929,835 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $24,344,593
- BLACKROCK, INC. added 7,112,385 shares (+16.5%) to their portfolio in Q2 2026, for an estimated $26,102,452
- STATE STREET CORP added 6,215,492 shares (+21.8%) to their portfolio in Q2 2026, for an estimated $22,810,855
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 4,138,286 shares (+inf%) to their portfolio in Q2 2026, for an estimated $15,187,509
- UBS GROUP AG added 3,845,865 shares (+75.4%) to their portfolio in Q2 2026, for an estimated $14,114,324
- LINGOTTO INVESTMENT MANAGEMENT LLP removed 3,675,077 shares (-62.5%) from their portfolio in Q2 2026, for an estimated $13,487,532
- CITADEL ADVISORS LLC removed 3,605,340 shares (-85.2%) from their portfolio in Q1 2026, for an estimated $11,068,393
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
Recursion Pharmaceuticals Price Targets
Multiple analysts have issued price targets for $RXRX recently. We have seen 3 analysts offer price targets for $RXRX in the last 6 months, with a median target of $8.0.
Here are some recent targets:
- Vikram Purohit from Morgan Stanley set a target price of $5.5 on 05/14/2026
- Gil Blum from Needham set a target price of $8.0 on 05/07/2026
- Priyanka Grover from JP Morgan set a target price of $10.0 on 04/30/2026
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.
