ARK boosts holdings: Social media chatter highlights ARK Invest's recent addition of over 260,000 shares in Recursion Pharmaceuticals. Observers note the move underscores confidence in the company's AI-driven drug discovery platform despite ongoing cash burn. Discussions emphasize partnerships with NVIDIA and major pharma firms as key long-term advantages.
Pipeline draws scrutiny: Investors on social media point to Recursion's focus on candidates for familial adenomatous polyposis and various cancers following its 2024 merger with Exscientia. Analysts debate the platform's ability to translate AI insights into approved therapies amid typical early-stage biotech risks. Governance approvals at the recent shareholder meeting received little pushback in conversations.
Sentiment remains divided: Overall social media views portray a split between bulls betting on data moats and AI acceleration and bears concerned about near-term profitability. No major catalysts appear imminent, keeping attention on execution milestones.
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 22 times in the past 6 months. Of those trades, 0 have been purchases and 22 have been sales.
Here’s a breakdown of recent trading of $RXRX stock by insiders over the last 6 months:
- BLAKE BORGESON has made 0 purchases and 6 sales selling 700,000 shares for an estimated $2,780,400.
- CHRISTOPHER GIBSON has made 0 purchases and 9 sales selling 360,000 shares for an estimated $1,318,400.
- NAJAT KHAN (CEO and President) has made 0 purchases and 2 sales selling 51,886 shares for an estimated $179,118.
- BEN R TAYLOR (Chief Financial Officer) has made 0 purchases and 3 sales selling 42,765 shares for an estimated $157,703.
- NAMANDJE BUMPUS has made 0 purchases and 2 sales selling 8,349 shares for an estimated $28,128.
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 $6.5M in Q1 2026. This is a decrease of -56.11% 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 193 institutional investors add shares of Recursion Pharmaceuticals stock to their portfolio, and 158 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- MUBADALA INVESTMENT CO PJSC removed 12,985,927 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $53,112,441
- NOVO HOLDINGS A/S removed 7,929,835 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $24,344,593
- NVIDIA CORP removed 7,706,363 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $31,519,024
- VANGUARD GROUP INC added 7,407,606 shares (+18.6%) to their portfolio in Q4 2025, for an estimated $30,297,108
- BLACKROCK, INC. added 4,325,527 shares (+11.1%) to their portfolio in Q1 2026, for an estimated $13,279,367
- GOLDMAN SACHS GROUP INC added 3,864,219 shares (+175.5%) to their portfolio in Q1 2026, for an estimated $11,863,152
- ARK INVESTMENT MANAGEMENT LLC added 3,771,357 shares (+11.2%) to their portfolio in Q4 2025, for an estimated $15,424,850
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 4 analysts offer price targets for $RXRX in the last 6 months, with a median target of $7.0.
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
- Michael Ryskin from B of A Securities set a target price of $6.0 on 02/26/2026
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.
