Pipeline catalysts loom: Discussions on social media highlight Recursion Pharmaceuticals' advancing AI-driven drug discovery efforts, with attention on upcoming H2 2026 readouts for programs like REC-4881 and REC-1245. Observers note the company's partnerships with major players and its proprietary models as key differentiators in the biotech space. Recent financial updates, including a revenue shortfall, have prompted questions about execution timelines.
Cash position scrutinized: Market participants point to the firm's substantial cash reserves extending into 2028 alongside cost reductions as a buffer against ongoing losses. Some express interest in the long-term potential of its AI platform for real-world drug impacts, while others reference insider selling patterns and mixed institutional moves. Technical analysis threads often focus on current trading levels near support zones amid broader volatility.
Analyst views echoed: Sentiment reflects a balance of optimism around high price targets from analysts and caution over dilution risks and revenue timing. Conversations emphasize the need for clinical milestones to validate the AI-biotech model, keeping engagement centered on upcoming developments.
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 19 times in the past 6 months. Of those trades, 0 have been purchases and 19 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 6 sales selling 520,000 shares for an estimated $1,979,700.
- CHRISTOPHER GIBSON has made 0 purchases and 7 sales selling 280,000 shares for an estimated $969,600.
- NAJAT KHAN (CEO and President) has made 0 purchases and 2 sales selling 51,886 shares for an estimated $179,118.
- BEN R TAYLOR (Chief Financial Officer) has made 0 purchases and 2 sales selling 21,382 shares for an estimated $68,322.
- NAMANDJE BUMPUS has made 0 purchases and 2 sales selling 8,349 shares for an estimated $28,128.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
EARLY ACCESS
Receive RXRX Data Alerts
Real-time alerts on filings, insider trades, and market signals — before everyone else.
Get Alerts →
Recursion Pharmaceuticals Revenue
Recursion Pharmaceuticals had revenues of $6.5M in Q1 2026. This is a decrease of -56.11% from the same period in the prior year.
You can track RXRX financials on Quiver Quantitative's RXRX stock page.
You can access data on RXRX stock through the Quiver Quantitative API.
Recursion Pharmaceuticals Hedge Fund Activity
We have seen 156 institutional investors add shares of Recursion Pharmaceuticals stock to their portfolio, and 125 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- NOVO HOLDINGS A/S removed 7,929,835 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $24,344,593
- BLACKROCK, INC. added 4,325,527 shares (+11.1%) to their portfolio in Q1 2026, for an estimated $13,279,367
- GOLDMAN SACHS GROUP INC added 3,864,219 shares (+175.5%) to their portfolio in Q1 2026, for an estimated $11,863,152
- LINGOTTO INVESTMENT MANAGEMENT LLP removed 3,675,077 shares (-62.5%) from their portfolio in Q2 2026, for an estimated $13,487,532
- CITADEL ADVISORS LLC removed 3,605,340 shares (-85.2%) from their portfolio in Q1 2026, for an estimated $11,068,393
- MORGAN STANLEY removed 3,472,249 shares (-61.4%) from their portfolio in Q1 2026, for an estimated $10,659,804
- STATE STREET CORP added 3,156,750 shares (+12.5%) to their portfolio in Q1 2026, for an estimated $9,691,222
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
Recursion Pharmaceuticals Price Targets
Multiple analysts have issued price targets for $RXRX recently. We have seen 4 analysts offer price targets for $RXRX in the last 6 months, with a median target of $7.0.
Here are some recent targets:
- Vikram Purohit from Morgan Stanley set a target price of $5.5 on 05/14/2026
- Gil Blum from Needham set a target price of $8.0 on 05/07/2026
- Priyanka Grover from JP Morgan set a target price of $10.0 on 04/30/2026
- Michael Ryskin from B of A Securities set a target price of $6.0 on 02/26/2026
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.
Read full article here »
View the Zacks #1 Rank List
Recursion Pharmaceuticals Stock (RXRX) Opinions on AI Drug Discovery Pipeline and Recent Financial Results
Pipeline catalysts loom: Discussions on social media highlight Recursion Pharmaceuticals' advancing AI-driven drug discovery efforts, with attention on upcoming H2 2026 readouts for programs like REC-4881 and REC-1245. Observers note the company's partnerships with major players and its proprietary models as key differentiators in the biotech space. Recent financial updates, including a revenue shortfall, have prompted questions about execution timelines.
Cash position scrutinized: Market participants point to the firm's substantial cash reserves extending into 2028 alongside cost reductions as a buffer against ongoing losses. Some express interest in the long-term potential of its AI platform for real-world drug impacts, while others reference insider selling patterns and mixed institutional moves. Technical analysis threads often focus on current trading levels near support zones amid broader volatility.
Analyst views echoed: Sentiment reflects a balance of optimism around high price targets from analysts and caution over dilution risks and revenue timing. Conversations emphasize the need for clinical milestones to validate the AI-biotech model, keeping engagement centered on upcoming developments.
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 19 times in the past 6 months. Of those trades, 0 have been purchases and 19 have been sales.
Here’s a breakdown of recent trading of $RXRX stock by insiders over the last 6 months:
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
Recursion Pharmaceuticals Revenue
Recursion Pharmaceuticals had revenues of $6.5M in Q1 2026. This is a decrease of -56.11% from the same period in the prior year.
You can track RXRX financials on Quiver Quantitative's RXRX stock page.
You can access data on RXRX stock through the Quiver Quantitative API.
Recursion Pharmaceuticals Hedge Fund Activity
We have seen 156 institutional investors add shares of Recursion Pharmaceuticals stock to their portfolio, and 125 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
Recursion Pharmaceuticals Price Targets
Multiple analysts have issued price targets for $RXRX recently. We have seen 4 analysts offer price targets for $RXRX in the last 6 months, with a median target of $7.0.
Here are some recent targets:
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.
Read full article here »