Price Target Optimism: Social media chatter has featured Recursion Pharmaceuticals in multiple lists of biotech names eyed for substantial gains through the end of the year. Posts assign targets as high as $20, citing its AI-powered drug discovery platform and existing pharma partnerships. Enthusiasm centers on potential acceleration in its pipeline development.
Earnings Caution Noted: Recent updates have drawn attention to the company's sharp revenue drop in the first quarter alongside rising cash burn rates. Commentators suggest trimming exposure ahead of the next earnings release and watching for revenue stabilization. Recommendations emphasize limiting portfolio allocation until clearer trends appear.
Sector Comparisons Drawn: Discussions frequently place the stock alongside other AI and biotech innovators, highlighting its distinct automation approach to discovery. This framing keeps focus on long-term technological differentiation amid broader industry interest. Sentiment across posts reflects a mix of bullish targets and prudent risk awareness.
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 20 times in the past 6 months. Of those trades, 0 have been purchases and 20 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 520,000 shares for an estimated $1,979,700.
- CHRISTOPHER GIBSON has made 0 purchases and 8 sales selling 320,000 shares for an estimated $1,148,400.
- 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 2 sales selling 21,382 shares for an estimated $68,322.
- 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 159 institutional investors add shares of Recursion Pharmaceuticals stock to their portfolio, and 105 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 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
- CITADEL ADVISORS LLC removed 3,605,340 shares (-85.2%) from their portfolio in Q1 2026, for an estimated $11,068,393
- MORGAN STANLEY removed 3,472,249 shares (-61.4%) from their portfolio in Q1 2026, for an estimated $10,659,804
- STATE STREET CORP added 3,156,750 shares (+12.5%) to their portfolio in Q1 2026, for an estimated $9,691,222
- MARSHALL WACE, LLP added 2,650,319 shares (+1169.6%) to their portfolio in Q1 2026, for an estimated $8,136,479
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.
