AI Platform Momentum: Social media discussions spotlight Recursion Pharmaceuticals' advanced AI systems for mapping cellular biology and speeding up drug candidate identification. Participants highlight recent integrations with high-performance computing and foundation models that process vast imaging datasets.
Clinical and Financial Updates: Conversations turn to positive clinical readouts from trials such as REC-4881 and REC-1245, alongside a strengthened balance sheet with substantial cash reserves extending operations into 2028. Observers note disciplined expense reductions and ongoing partnerships with major pharmaceutical firms.
Sector Positioning: Broader commentary positions the company within the growing AI-biotech space, with emphasis on its hybrid approach combining platform technology and proprietary pipelines. Sentiment remains optimistic as users discuss potential for further validation through upcoming regulatory 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 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 5 sales selling 670,000 shares for an estimated $2,670,000.
- CHRISTOPHER GIBSON has made 0 purchases and 10 sales selling 400,000 shares for an estimated $1,538,800.
- NAJAT KHAN (CEO and President) has made 0 purchases and 2 sales selling 152,701 shares for an estimated $643,251.
- BEN R TAYLOR (Chief Financial Officer) has made 0 purchases and 3 sales selling 42,765 shares for an estimated $157,703.
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 159 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 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:
- JP Morgan issued a "Overweight" rating on 12/17/2025
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 5 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
- 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.
