Roche's AI infrastructure bet: Social media users are spotlighting Roche's commitment of over 3,500 Nvidia GPUs to drug development as a pivotal shift in pharma. This move underscores the transition of AI from experiment to core operations, with Recursion frequently cited alongside peers. Discussions portray it as strong validation for AI-driven biotech platforms.
Pipeline milestones highlighted: Chatter centers on Recursion's CFO outlining AI-powered drug discovery advances and partnerships with Sanofi and Roche. Milestones like the fifth Sanofi deal and a cash runway into 2028 fuel optimism about clinical progress. Users note upcoming FDA engagements for REC-4881 as potential catalysts.
Institutional interest surges: Posts emphasize Recursion topping lists for all-time high institutional ownership. Combined with AACR conference previews on AI cancer breakthroughs, sentiment builds around platform advantages. Traders eye re-rating potential from regulatory wins.
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 4 sales selling 830,000 shares for an estimated $3,432,800.
- CHRISTOPHER GIBSON has made 0 purchases and 11 sales selling 620,000 shares for an estimated $3,042,000.
- 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.
Recursion Pharmaceuticals Revenue
Recursion Pharmaceuticals had revenues of $35.5M in Q4 2025. This is an increase of 681.72% from the same period in the prior year.
You can track RXRX financials on Quiver Quantitative's RXRX stock page.
Recursion Pharmaceuticals Hedge Fund Activity
We have seen 185 institutional investors add shares of Recursion Pharmaceuticals stock to their portfolio, and 177 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
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 12,712,693 shares (-75.7%) from their portfolio in Q4 2025, for an estimated $51,994,914
- 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 7,127,014 shares (+22.5%) to their portfolio in Q4 2025, for an estimated $29,149,487
- STATE STREET CORP added 7,064,963 shares (+38.7%) to their portfolio in Q4 2025, for an estimated $28,895,698
- 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.
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 3 analysts offer price targets for $RXRX in the last 6 months, with a median target of $8.0.
Here are some recent targets:
- Michael Ryskin from B of A Securities set a target price of $6.0 on 02/26/2026
- Gil Blum from Needham set a target price of $8.0 on 02/26/2026
- Eric Joseph from JP Morgan set a target price of $11.0 on 12/17/2025
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.
