Recent chatter on X about Recursion Pharmaceuticals (RXRX) has been buzzing with reactions to the company’s latest Q2 earnings report, which revealed a mixed bag of results. Posts highlight that while revenue of $19.2 million surpassed expectations, the earnings per share of -$0.41 missed consensus estimates, sparking varied opinions. The company’s use of AI in drug discovery continues to be a focal point, with some expressing optimism about long-term potential despite short-term financial hiccups.
Discussions also touch on the stock’s recent price volatility, with some users noting a period of consolidation following an earlier rally, while others debate the implications of the earnings miss on investor confidence. There’s a sense of intrigue around whether the revenue beat could signal underlying strength in the biotech’s innovative approach. This blend of concern and curiosity keeps the conversation dynamic and closely watched by market observers.
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 5 times in the past 6 months. Of those trades, 0 have been purchases and 5 have been sales.
Here’s a breakdown of recent trading of $RXRX stock by insiders over the last 6 months:
- CHRISTOPHER GIBSON (Chief Executive Officer) has made 0 purchases and 5 sales selling 218,574 shares for an estimated $1,411,986.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Recursion Pharmaceuticals Hedge Fund Activity
We have seen 181 institutional investors add shares of Recursion Pharmaceuticals stock to their portfolio, and 136 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- RA CAPITAL MANAGEMENT, L.P. removed 7,725,096 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $40,865,757
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 4,149,346 shares (+183.7%) to their portfolio in Q1 2025, for an estimated $21,950,040
- UBS GROUP AG added 2,565,137 shares (+85.4%) to their portfolio in Q1 2025, for an estimated $13,569,574
- DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C) removed 2,315,000 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $12,246,350
- MORGAN STANLEY added 2,149,906 shares (+75.2%) to their portfolio in Q1 2025, for an estimated $11,373,002
- ARK INVESTMENT MANAGEMENT LLC removed 1,826,871 shares (-5.2%) from their portfolio in Q2 2025, for an estimated $9,243,967
- VANGUARD GROUP INC removed 1,722,017 shares (-5.1%) from their portfolio in Q1 2025, for an estimated $9,109,469
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
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:
- Needham issued a "Buy" rating on 05/06/2025
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 3 analysts offer price targets for $RXRX in the last 6 months, with a median target of $6.0.
Here are some recent targets:
- Gil Blum from Needham set a target price of $8.0 on 07/08/2025
- Vikram Purohit from Morgan Stanley set a target price of $5.0 on 07/03/2025
- Mani Foroohar from Leerink Partners set a target price of $6.0 on 02/28/2025
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.
