Pipeline Catalysts: Social media chatter centers on Recursion's Phase 2 data for REC-4881 in familial adenomatous polyposis and early REC-1245 results in solid tumors as pivotal 2026 milestones. Observers emphasize how the company's AI-driven platform and partnerships with Genentech and Sanofi could unlock milestone payments. Cash burn remains a focal point, with runway now stretching into early 2028 following cost controls.
AI Platform Scrutiny: Investors debate whether the automated labs and data infrastructure will deliver consistent clinical wins beyond the initial neuroscience asset. Comparisons to peers like PayPal underscore RXRX's pre-profit status and the high bar for translating AI into revenue. Recent Q2 revenue miss has tempered short-term enthusiasm while long-term optionality draws continued attention.
Market Positioning: The stock's proximity to 52-week lows prompts analysis of institutional moves, including shifts by major holders. Discussions stress that success hinges on regulatory clarity and drug approvals rather than AI hype alone. Overall tone reflects measured interest in the platform's execution potential.
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 18 times in the past 6 months. Of those trades, 0 have been purchases and 18 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 330,000 shares for an estimated $1,153,200.
- CHRISTOPHER GIBSON has made 0 purchases and 6 sales selling 240,000 shares for an estimated $804,800.
- 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 $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 178 institutional investors add shares of Recursion Pharmaceuticals stock to their portfolio, and 172 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
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 3,263,269 shares (-81.1%) from their portfolio in Q2 2026, for an estimated $11,976,197
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.
