Technical signals point upward: Traders on social media highlight Recursion Pharmaceuticals' stock compressing in a descending wedge pattern amid fading volume, signaling potential seller exhaustion. High short interest around 40% and climbing borrow costs have sparked talk of a short squeeze opportunity.
Catalysts loom large: Anticipation builds for the company's Q1 earnings release on April 13, with calendars buzzing about the event alongside biotech peers. An upcoming presentation at the AACR conference on AI-driven biomarker discovery adds to the optimism for pipeline progress.
AI platform draws praise: Investors discuss Recursion's AI-native drug discovery efforts, citing early data that could slash development timelines and costs. Recent expansions like the Citeline partnership for clinical data integration are viewed as bolstering the platform's real-world impact.
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 21 times in the past 6 months. Of those trades, 0 have been purchases and 21 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 860,000 shares for an estimated $3,525,800.
- CHRISTOPHER GIBSON has made 0 purchases and 11 sales selling 500,000 shares for an estimated $2,216,000.
- 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 179 institutional investors add shares of Recursion Pharmaceuticals stock to their portfolio, and 133 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.
