Recent chatter on X about Recursion Pharmaceuticals (RXRX) has been buzzing with a mix of curiosity and concern, largely driven by the stock's volatile price movements in recent weeks. Investors and observers are dissecting the company’s progress in AI-driven drug discovery, with some expressing optimism about upcoming clinical milestones and platform advancements. However, a notable insider sale by a top executive has sparked questions about confidence in the near-term outlook.
Additionally, discussions on X highlight a divide over the broader challenges in the biotech sector, with some pointing to reduced funding as a potential headwind for companies like RXRX. Despite the hurdles, there’s a sense of anticipation around key pipeline updates expected in the coming years, which could be pivotal for the stock’s trajectory. The conversation remains dynamic as participants weigh the promise of innovation against market realities.
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 6 times in the past 6 months. Of those trades, 0 have been purchases and 6 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 6 sales selling 796,749 shares for an estimated $4,359,950.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Recursion Pharmaceuticals Hedge Fund Activity
We have seen 173 institutional investors add shares of Recursion Pharmaceuticals stock to their portfolio, and 166 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
- BLACKROCK, INC. added 4,864,474 shares (+20.7%) to their portfolio in Q2 2025, for an estimated $24,614,238
- 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
- VANGUARD GROUP INC added 3,783,201 shares (+11.7%) to their portfolio in Q2 2025, for an estimated $19,142,997
- 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
- STATE STREET CORP removed 1,905,719 shares (-14.6%) from their portfolio in Q2 2025, for an estimated $9,642,938
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.
