RXRX

RECURSION PHARMACEUTICALS, INC.

Nasdaq · Biological Products, (No Diagnostic Substances) · Inc. DE · CIK 0001601830
$3.15 0.00% $1.7B
Insider Selling Cluster (3 insiders)High Impact Filing (8/10)21 New Institutional Positions8 Institutional Exits
Vol
Market Cap$1.7B
Cap SizeSmall Cap
Analyst ConsensusBuy (57%)
Inst. Holders50 funds
Inst. Value$787.5M
Inst. Activity21 buys / 8 sells
Insider Activity0B / 15S
Insider Net $-$2.9M
Reddit Sentiment37° Cool
SEC Reports7
Press Releases2
Exchange Nasdaq·Sector Biological Products, (No Diagnostic Substances)·Inc. DE·CIK 0001601830·Prev Close $3.15

Recent Activity

Jun 11, 2026 SEC
A cluster of five mega-passive institutions (State Street, Wells Fargo, Schwab, Invesco, Morgan Stanley) added $46.3M in
INST-CLUSTER — Impact 3/10
Jun 5, 2026 SEC
Three directors at Recursion Pharmaceuticals sold a total of $271K in open-market transactions over a 7-day window. The
CLUSTER — Impact 2/10
Jun 5, 2026 Insider
Gibson Christopher disposed of 40,000 shares
Director
Jun 5, 2026 Insider
Gibson Christopher acquired 40,000 shares
Director
Jun 5, 2026 Insider
Gibson Christopher sold 40,000 shares
Director @ $3.62 ($144.8K)
May 29, 2026 announcement
Recursion Reports Grant of Inducement Awards as Permitted by the Nasdaq Listing Rules
<p align="justify">Salt Lake City, UT, May 29, 2026 (GLOBE NEWSWIRE) -- Recursion (NASDAQ: RXRX),
May 8, 2026 SEC
Two directors sold a total of $240K in open-market stock following the Q1 earnings release, but this represents only 0.0
CLUSTER — Impact 2/10
Inst.
MARSHALL WACE, LLP — DOUBLED
2,876,928 shares ($8.8M)

Price Targets

$6.64 +110.9% upside Strong Buy
Current $3.15 Low $3.00 Median $6.00 High $10.00 7 analysts
$3.00 $10.00

Analyst Ratings

Hold57% buy · 14 analysts
2Strong Buy
6Buy
6Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 14, 2026 Morgan Stanley MAINTAIN Equal-Weight → Equal-Weight
May 7, 2026 Needham REITERATE Buy → Buy
Apr 30, 2026 JP Morgan MAINTAIN Overweight → Overweight
Feb 26, 2026 B of A Securities MAINTAIN Neutral → Neutral
Feb 26, 2026 Needham REITERATE Buy → Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $-0.23 ▲ +5.4% $-0.26 — $-0.20 44% YoY 6
Next Q $-0.23 ▲ +2.1% $-0.25 — $-0.20 36% YoY 6
Current FY $-0.92 ▲ +7.0% $-1.00 — $-0.84 36% YoY 7
Next FY $-0.88 ▼ -3.3% $-1.22 — $-0.44 4% YoY 8

Top Institutional Holders

FundValueMove
BlackRock, Inc.$132.6M
ARK Investment Management LLC$123.5M
STATE STREET CORP$87.5MADD
BAILLIE GIFFORD & CO$72.7M
VANGUARD PORTFOLIO MANAGEMENT LLC$69.9M

Recent Insider Trades

DateInsiderTypeValue
Jun 5, 2026Gibson ChristopherC$0.00
Jun 5, 2026Gibson ChristopherC$0.00
Jun 5, 2026Gibson ChristopherSELL$144.8K
Jun 3, 2026Bumpus NamandjeSELL$15.5K
Jun 2, 2026Borgeson BlakeSELL$110.4K

Reddit Sentiment

37°
Cool
Bearish Neutral Bullish
23 mentions 5 bullish 12 bearish
50 institutional holders with $787.5M total value (256,353,879 shares) as of 2026-Q1. Top holders: BlackRock,, ARK, STATE. Net buying activity: 21 institutions added/increased vs 8 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.43,192,306$132.6M16.8%
2ARK Investment Management LLC40,212,769$123.5M15.7%
3STATE STREET CORP28,490,638$87.5M11.1%ADD +38.7%
4BAILLIE GIFFORD & CO23,675,407$72.7M9.2%
5VANGUARD PORTFOLIO MANAGEMENT LLC22,759,100$69.9M8.9%
6VANGUARD CAPITAL MANAGEMENT LLC22,244,387$68.3M8.7%
7SOFTBANK GROUP CORP.13,636,515$41.9M5.3%
8GOLDMAN SACHS GROUP INC6,065,661$18.6M2.4%
9Sumitomo Mitsui Trust Group, Inc.5,419,221$16.6M2.1%
10SUSQUEHANNA INTERNATIONAL GROUP, LLP4,225,277$13.0M1.6%
11TWO SIGMA INVESTMENTS, LP4,066,315$12.5M1.6%ADD +25.5%
12CHARLES SCHWAB INVESTMENT MANAGEMENT INC3,808,798$11.7M1.5%
13VANGUARD FIDUCIARY TRUST CO3,514,983$10.8M1.4%
14MARSHALL WACE, LLP2,876,928$8.8M1.1%DOUBLED +1169.6%
15SUSQUEHANNA INTERNATIONAL GROUP, LLP2,632,200$8.1M1.0%
16FIRST TRUST ADVISORS LP2,610,726$8.0M1.0%ADD +26.1%
17BANK OF AMERICA CORP /DE/2,496,831$7.7M1.0%ADD +72.6%
18RENAISSANCE TECHNOLOGIES LLC2,400,605$7.4M0.9%
19MORGAN STANLEY2,185,329$6.7M0.9%TRIM -61.4%
20CAPITAL FUND MANAGEMENT S.A.1,909,480$5.9M0.7%DOUBLED +145.0%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
MARSHALL WACE, LLPDOUBLED226,6092,876,928+1169.6%$8.8M2026-Q1
MORGAN STANLEYTRIM5,657,5782,185,329-61.4%$6.7M2026-Q1
STIFEL FINANCIAL CORPADD590,148776,928+31.6%$2.4M2026-Q1
FMR LLCNEAR_EXIT3,241,892736,654-77.3%$2.3M2026-Q1
Invesco Ltd.ADD526,144691,153+31.4%$2.1M2026-Q1
Hudson Bay Capital Management LPADD425,000535,730+26.1%$1.6M2026-Q1
DEUTSCHE BANK AG\ADD297,504376,867+26.7%$1.2M2026-Q1
LOS ANGELES CAPITAL MANAGEMENT LLCDOUBLED43,511335,624+671.4%$1.0M2026-Q1
COMMONWEALTH EQUITY SERVICES, LLCDOUBLED85,343320,991+276.1%$985.4K2026-Q1
Rockefeller Capital Management L.P.DOUBLED34,289261,513+662.7%$802.8K2026-Q1
STATE OF WISCONSIN INVESTMENT BOARDADD167,874248,011+47.7%$761.4K2026-Q1
HSBC HOLDINGS PLCTRIM818,316246,757-69.8%$752.6K2026-Q1
ENVESTNET ASSET MANAGEMENT INCADD121,443230,112+89.5%$706.4K2026-Q1
JANUS HENDERSON GROUP PLCADD138,209220,309+59.4%$675.2K2026-Q1
BALYASNY ASSET MANAGEMENT L.P.TRIM668,174167,048-75.0%$512.8K2026-Q1
PRUDENTIAL FINANCIAL INCDOUBLED23,08070,660+206.2%$216.9K2026-Q1
Pictet Asset Management Holding SAADD42,48370,303+65.5%$215.8K2026-Q1
XPONANCE LLCADD31,34641,246+31.6%$126.6K2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCADD20,21034,278+69.6%$106.6K2026-Q1
Vanguard Personalized Indexing Management, LLCDOUBLED10,57833,864+220.1%$104.0K2026-Q1
BLAIR WILLIAM & CO/ILTRIM74,00030,061-59.4%$92.3K2026-Q1
Swiss Life Asset Management LtdADD17,05023,159+35.8%$71.1K2026-Q1
DIMENSIONAL FUND ADVISORS LPTRIM30,06021,678-27.9%$66.6K2026-Q1
PNC FINANCIAL SERVICES GROUP, INC.ADD12,63316,832+33.2%$51.7K2026-Q1
Daiwa Securities Group Inc.DOUBLED1,71215,500+805.4%$47.6K2026-Q1
8 unique insiders with 49 transactions. Net insider value: -$2.9M ($0.00 bought, $2.9M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 5, 2026Gibson ChristopherDirectorCONVERT40,000
Jun 5, 2026Gibson ChristopherDirectorCONVERT40,000
Jun 5, 2026Gibson ChristopherDirectorSELL40,000$3.62$144.8K
Jun 3, 2026Bumpus NamandjeDirectorSELL4,386$3.54$15.5K
Jun 2, 2026Borgeson BlakeDirectorSELL30,000$3.68$110.4K
May 22, 2026Gibson ChristopherDirectorCONVERT40,000
May 22, 2026Gibson ChristopherDirectorSELL40,000$3.08$123.2K
May 22, 2026Gibson ChristopherDirectorCONVERT40,000
May 15, 2026Khan NajatCEO and PresidentTAX W/H62,701$3.04$190.6K
May 15, 2026Taylor Ben RChief Financial OfficerTAX W/H25,018$3.04$76.1K
May 15, 2026Hallett DavidChief Scientific OfficerTAX W/H26,657$3.04$81.0K
May 15, 2026Gibson ChristopherDirectorTAX W/H22,821$3.04$69.4K
May 7, 2026Gibson ChristopherDirectorCONVERT60,000
May 7, 2026Gibson ChristopherDirectorSELL40,000$3.37$134.8K
May 7, 2026Gibson ChristopherDirectorGIFT20,000
May 7, 2026Gibson ChristopherDirectorCONVERT60,000
May 5, 2026Borgeson BlakeDirectorSELL30,000$3.52$105.6K
Apr 22, 2026Gibson ChristopherDirectorCONVERT40,000
Apr 22, 2026Gibson ChristopherDirectorCONVERT40,000
Apr 22, 2026Gibson ChristopherDirectorSELL40,000$3.61$144.4K
Apr 7, 2026Borgeson BlakeDirectorSELL30,000$3.10$93.0K
Apr 7, 2026Gibson ChristopherDirectorCONVERT40,000
Apr 7, 2026Gibson ChristopherDirectorSELL40,000$3.10$124.0K
Apr 7, 2026Gibson ChristopherDirectorCONVERT40,000
Apr 6, 2026Taylor Ben RChief Financial OfficerTAX W/H48,028$3.11$149.4K
Apr 1, 2026Dar ZavainDirectorAWARD4,902
Apr 1, 2026Li Dean YDirectorAWARD3,268
Mar 23, 2026Gibson ChristopherDirectorCONVERT40,000
Mar 23, 2026Gibson ChristopherDirectorSELL40,000$3.25$130.0K
Mar 23, 2026Gibson ChristopherDirectorCONVERT40,000
Mar 17, 2026Taylor Ben RChief Financial OfficerSELL7,956$3.39$27.0K
Mar 16, 2026Taylor Ben RChief Financial OfficerTAX W/H7,075$3.42$24.2K
Mar 9, 2026Gibson ChristopherDirectorCONVERT20,000
Mar 9, 2026Gibson ChristopherDirectorGIFT20,000
Mar 9, 2026Gibson ChristopherDirectorCONVERT20,000
Mar 9, 2026Khan NajatCEO and PresidentSELL28,298$3.35$94.7K
Mar 3, 2026Borgeson BlakeDirectorSELL170,000$3.46$588.2K
Feb 6, 2026Gibson ChristopherDirectorTAX W/H10,364$3.56$36.9K
Feb 6, 2026Gibson ChristopherDirectorAWARD30,346
Feb 6, 2026Khan NajatCEO and PresidentTAX W/H10,364$3.98$41.2K
Feb 6, 2026Khan NajatCEO and PresidentAWARD1,673,546
Feb 6, 2026Hallett DavidChief Scientific OfficerTAX W/H11,400$3.98$45.4K
Feb 6, 2026Hallett DavidChief Scientific OfficerAWARD502,064
Feb 6, 2026Taylor Ben RChief Financial OfficerTAX W/H11,400$3.98$45.4K
Feb 6, 2026Taylor Ben RChief Financial OfficerAWARD446,279
Feb 4, 2026Gibson ChristopherDirectorCONVERT40,000
Feb 4, 2026Gibson ChristopherDirectorSELL40,000$4.12$164.8K
Feb 4, 2026Gibson ChristopherDirectorCONVERT40,000
Feb 3, 2026Borgeson BlakeDirectorSELL220,000$4.20$924.0K
Current analyst consensus: Hold (57% buy). Based on 14 analysts: 2 strong buy, 6 buy, 6 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$6.64 mean target +110.9% upside Strong Buy (3.00)
$3.00 Low $10.00 High
MetricValue
Current Price$3.15
Target Low$3.00
Target Mean$6.64
Target Median$6.00
Target High$10.00
# Analysts7
RecommendationStrong Buy (3.00)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$-0.23 $-0.26 $-0.20 43.5% +5.4% 2↑ 0↓ $0.0B -31.5% 6
Next Q
2026-09-30
$-0.23 $-0.25 $-0.20 36.1% +2.1% 2↑ 0↓ $0.0B 260.4% 6
Current FY
2026-12-31
$-0.92 $-1.00 $-0.84 36.3% +7.0% 6↑ 0↓ $0.1B -10.9% 7
Next FY
2027-12-31
$-0.88 $-1.22 $-0.44 4.2% -3.3% 5↑ 2↓ $0.1B 67.8% 8

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$-0.232
7d ago$-0.232+0.000
30d ago$-0.245+0.013
60d ago$-0.245+0.013
90d ago$-0.302+0.070
4 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 14, 2026 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight
May 7, 2026 Needham REITERATE Buy Buy
Apr 30, 2026 JP Morgan MAINTAIN Overweight Overweight
Feb 26, 2026 B of A Securities MAINTAIN Neutral Neutral
Feb 26, 2026 Needham REITERATE Buy Buy
Dec 17, 2025 JP Morgan UPGRADE Neutral Overweight

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20262660057%
May 1, 20262660057%
Apr 1, 20262660057%
Mar 1, 20262660057%
Feb 1, 20262660057%
Jan 1, 20262660057%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

37°
Cool
Bearish Neutral Bullish
23 mentions 5 bullish 12 bearish 21 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Jun 1, 2026140° Cool011
Jun 1, 2026140° Cool011
May 31, 2026140° Cool011
May 31, 2026140° Cool011
May 29, 2026267° Warm202
May 29, 2026160° Warm101
May 29, 2026150° Neutral001
May 29, 2026150° Neutral001
May 29, 2026140° Cool011
May 29, 2026140° Cool011
May 28, 2026242° Neutral012
May 28, 2026140° Cool011
May 27, 2026140° Cool011
May 27, 2026140° Cool011
May 26, 2026140° Cool011
May 26, 2026140° Cool011
May 21, 2026150° Neutral001
May 21, 2026150° Neutral001
May 4, 2026160° Warm101
May 4, 2026160° Warm101
Mar 2, 2026150° Neutral001

Recent Reddit Threads

r/pennystocks Bearish 13d 1h ago
RXRX Bearish Outlook: I Think a New 52-Week Low Is Coming if $3 Breaks
▲ 1 💬 1 ⚡ 0.5
r/pennystocks Bullish 14d 21h ago
RXRX - Squeeze imminent, huge SI and massive call buying
▲ 1 💬 1 ⚡ 0.2
r/pennystocks Bullish 14d 21h ago
RXRX Volume Update: Heavy Tape Again, But Bears Still Need the Break
▲ 1 💬 1 ⚡ 0.5
r/pennystocks Neutral 15d ago
RXRX: The $300M ATM Overhang Is the Part Bulls Should Not Ignore
▲ 1 💬 1 ⚡ 0.5
r/wallstreetbets Neutral 15d 22h ago
RXRX
▲ 1 💬 0 ⚡ 0.5
r/pennystocks Bearish 15d 22h ago
RXRX Follow-Up: Still Watching for Breakdown, But Bulls Need to Defend This Level
▲ 1 💬 1 ⚡ 0.5
r/pennystocks Bearish 17d 1h ago
RXRX Update: Yesterday’s Thesis Got Pushback — Here’s Where I Stand Today
▲ 1 💬 1 ⚡ 0.5
r/pennystocks Bearish 18d 1h ago
RXRX Short Thesis Update: Why I Still Think $2.70 or Lower Is in Play
▲ 1 💬 1 ⚡ 0.5
r/wallstreetbets Neutral 22d 15h ago
$RXRX DD - Why AI biotech might be the most mispriced trade on the market
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Bullish 1mo ago
Pharma AI - might still be too early
▲ 1 💬 1 ⚡ 0.5
r/stockmarket Neutral 2mo ago
RXRX- The 25 Billion Dollar catalyst the market is blind to.
▲ 1 💬 1 ⚡ 0.5
r/pennystocks Neutral 3mo ago
First penny stock portfolio looking for feedback. (M) 31
▲ 1 💬 1 ⚡ 0.5
May 29, 2026
announcement
Recursion Reports Grant of Inducement Awards as Permitted by the Nasdaq Listing Rules
<p align="justify">Salt Lake City, UT, May 29, 2026 (GLOBE NEWSWIRE) -- Recursion (NASDAQ: RXRX), a leading clinical stage TechBio company decoding
May 20, 2026
short_volume
Short Volume: RXRX — 60.3% short (3.8M / 6.3M)
Short: 3,774,560 | Exempt: 11,313 | TRF Vol: 6,261,169 | Short Ratio: 60.3% | Off-exchange volume (dark pool + OTC)
May 19, 2026
short_volume
Short Volume: RXRX — 57.2% short (4.5M / 7.8M)
Short: 4,460,979 | Exempt: 15,248 | TRF Vol: 7,805,312 | Short Ratio: 57.2% | Off-exchange volume (dark pool + OTC)
May 15, 2026
short_volume
Short Volume: RXRX — 64.8% short (5.2M / 8.0M)
Short: 5,180,925 | Exempt: 20,047 | TRF Vol: 7,991,818 | Short Ratio: 64.8% | Off-exchange volume (dark pool + OTC)
May 14, 2026
short_volume
Short Volume: RXRX — 60.5% short (4.6M / 7.6M)
Short: 4,591,720 | Exempt: 7,958 | TRF Vol: 7,586,850 | Short Ratio: 60.5% | Off-exchange volume (dark pool + OTC)
May 13, 2026
short_interest
FTD: RXRX — 233,607 shares ($0.7M) failed to deliver
Settlement: 20260513, Price: $3.15, FTD Value: $735,862.05, RECURSION PHARMACEUTICALS INC
May 6, 2026
earnings
Recursion Reports First Quarter Financial Results and Provides Business Update
<p align="start">SALT LAKE CITY, May 06, 2026 (GLOBE NEWSWIRE) -- Recursion (Nasdaq: RXRX) a leading clinical stage TechBio company decoding biology
May 6, 2026
earnings_calendar
RXRX Q1 2026 Earnings Scheduled — 2026-05-06
May 5, 2026
short_volume
Short Volume: RXRX — 55.3% short (3.7M / 6.8M)
Short: 3,740,186 | Exempt: 3,103 | TRF Vol: 6,760,760 | Short Ratio: 55.3% | Off-exchange volume (dark pool + OTC)
May 4, 2026
earnings_calendar
RXRX Q1 2026 Earnings Scheduled — 2026-05-04
May 1, 2026
short_volume
Short Volume: RXRX — 62.7% short (3.9M / 6.2M)
Short: 3,870,833 | Exempt: 50,052 | TRF Vol: 6,173,326 | Short Ratio: 62.7% | Off-exchange volume (dark pool + OTC)
Apr 30, 2026
announcement
Recursion Announces Board Transition
<p>Salt Lake City, UT, April 30, 2026 (GLOBE NEWSWIRE) -- Recursion (NASDAQ: RXRX), a leading clinical-stage TechBio company decoding biology to rad
Apr 29, 2026
earnings
Recursion to Report First Quarter 2026 Business Updates and Financial Results on May 6
Company to host public Earnings Call on May 6 at 8:00 am ET / 6:00 am MT / 1:00 pm BST <pre>Company to host public Earnings Call on May 6 at 8:00 am E
Apr 29, 2026
short_volume
Short Volume: RXRX — 62.0% short (4.0M / 6.5M)
Short: 4,000,887 | Exempt: 1,959 | TRF Vol: 6,453,011 | Short Ratio: 62.0% | Off-exchange volume (dark pool + OTC)
Apr 28, 2026
short_volume
Short Volume: RXRX — 61.8% short (3.0M / 4.8M)
Short: 2,963,649 | Exempt: 5,971 | TRF Vol: 4,792,587 | Short Ratio: 61.8% | Off-exchange volume (dark pool + OTC)