Earnings Miss Concerns: Recent chatter on X about Recursion Pharmaceuticals (RXRX) has been dominated by the company’s Q3 2025 earnings report, which showed revenue of $5.2 million against an expected $17 million. Many users are expressing disappointment over this significant shortfall, fueling debates about the company’s near-term financial health. The stock price has seen downward pressure, reflecting market unease.
AI Innovation Optimism: Despite the earnings miss, discussions on X also highlight excitement around Recursion’s AI-driven drug discovery platform. Some voices remain hopeful, pointing to partnerships with major pharmaceutical firms and the potential for long-term growth. The merger with Exscientia continues to spark interest as a possible game-changer for the biotech space.
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 11 times in the past 6 months. Of those trades, 0 have been purchases and 11 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 10 sales selling 1,198,175 shares for an estimated $6,243,764.
- NAJAT KHAN (Chief R&D Commercial Officer) sold 36,599 shares for an estimated $202,172
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Recursion Pharmaceuticals Hedge Fund Activity
We have seen 178 institutional investors add shares of Recursion Pharmaceuticals stock to their portfolio, and 175 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- STATE STREET CORP added 7,089,386 shares (+63.4%) to their portfolio in Q3 2025, for an estimated $34,596,203
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 3,778,440 shares (+81.9%) to their portfolio in Q3 2025, for an estimated $18,438,787
- VANGUARD GROUP INC added 3,708,975 shares (+10.3%) to their portfolio in Q3 2025, for an estimated $18,099,798
- BLACKROCK, INC. added 3,368,702 shares (+11.9%) to their portfolio in Q3 2025, for an estimated $16,439,265
- FMR LLC removed 2,356,001 shares (-42.2%) from their portfolio in Q3 2025, for an estimated $11,497,284
- SUSQUEHANNA INTERNATIONAL GROUP, LLP added 2,183,837 shares (+68.1%) to their portfolio in Q3 2025, for an estimated $10,657,124
- GEODE CAPITAL MANAGEMENT, LLC added 1,847,149 shares (+23.8%) to their portfolio in Q3 2025, for an estimated $9,014,087
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 09/11/2025
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 2 analysts offer price targets for $RXRX in the last 6 months, with a median target of $6.5.
Here are some recent targets:
- Gil Blum from Needham set a target price of $8.0 on 09/11/2025
- Vikram Purohit from Morgan Stanley set a target price of $5.0 on 07/03/2025
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.
