RXRX

RECURSION PHARMACEUTICALS, INC.

Nasdaq · Biological Products, (No Diagnostic Substances) · Inc. DE · CIK 0001601830
$3.32 -12.76% $1.8B
Insider Selling Cluster (3 insiders)High Impact Filing (8/10)3 New Institutional Positions
Vol
Market Cap$1.8B
Cap SizeSmall Cap
Analyst ConsensusBuy (57%)
Inst. Holders8 funds
Inst. Value$295.2M
Inst. Activity3 buys / 0 sells
Insider Activity0B / 15S
Insider Net $-$2.9M
Reddit Sentiment37° Cool
SEC Reports6
Press Releases2
Exchange Nasdaq·Sector Biological Products, (No Diagnostic Substances)·Inc. DE·CIK 0001601830·Prev Close $3.80

Recent Activity

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 sold 40,000 shares
Director @ $0.00 ($0.00)
Jun 5, 2026 Insider
Gibson Christopher sold 40,000 shares
Director @ $0.00 ($0.00)
Jun 5, 2026 Insider
Gibson Christopher sold 40,000 shares
Director @ $3.62 ($144.8K)
May 29, 2026 Press
Recursion Pharmaceuticals granted inducement RSU awards covering ~2.99 million shares to 33 new employees under its 2024
Impact 2/10
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
May 6, 2026 SEC
Recursion Pharmaceuticals reported Q1 2026 EPS of -$0.21, beating consensus of -$0.26 by 18.3%, while revenue of $6.5M m
PRESS-RELEASE — Impact 6/10

Price Targets

$6.64 +100.4% upside Strong Buy
Current $3.32 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

Latest Reports

NEUTRAL CLUSTER 2/10
Three directors at Recursion Pharmaceuticals sold a total of $271K in open-market transactions over a 7-day window. The
Jun 5, 2026
NEUTRAL Press 2/10
Recursion Pharmaceuticals granted inducement RSU awards covering ~2.99 million shares to 33 new employees under its 2024
May 29, 2026
NEUTRAL CLUSTER 2/10
Two directors sold a total of $240K in open-market stock following the Q1 earnings release, but this represents only 0.0
May 8, 2026

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$193.0M—
NORGES BANK$23.5MNEW
MORGAN STANLEY$23.1MADD
CHARLES SCHWAB INVESTMENT MANAGEMENT$16.3MADD
FMR LLC$13.3MTRIM

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
8 institutional holders with $295.2M total value (72,169,402 shares) as of 2025-Q4. Top holders: VANGUARD, NORGES, MORGAN. Net buying activity: 3 institutions added/increased vs 0 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC47,187,759$193.0M65.4%—
2NORGES BANK5,739,064$23.5M8.0%NEW
3MORGAN STANLEY5,657,578$23.1M7.8%ADD +28.1%
4CHARLES SCHWAB INVESTMENT MANAGEMENT INC3,994,651$16.3M5.5%ADD +33.1%
5FMR LLC3,241,892$13.3M4.5%TRIM -42.2%
6TWO SIGMA INVESTMENTS, LP3,075,123$12.6M4.3%ADD +25.5%
7BANK OF AMERICA CORP /DE/2,112,345$8.6M2.9%ADD +54.0%
8WELLS FARGO & COMPANY/MN1,160,990$4.7M1.6%ADD +44.9%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
NORGES BANKNEW—5,739,064—$23.5M2025-Q4
TWO SIGMA INVESTMENTS, LPADD2,450,8053,075,123+25.5%$12.6M2025-Q4
WELLS FARGO & COMPANY/MNADD801,3651,160,990+44.9%$4.7M2025-Q4
MORGAN STANLEYADD5,689,6127,290,353+28.1%$35.6M2025-Q3
CHARLES SCHWAB INVESTMENT MANAGEMENT INCADD2,589,2023,445,020+33.1%$16.8M2025-Q3
FMR LLCTRIM5,584,8583,228,857-42.2%$15.8M2025-Q3
TWO SIGMA INVESTMENTS, LPDOUBLED1,167,8132,450,805+109.9%$12.0M2025-Q3
WELLS FARGO & COMPANY/MNDOUBLED217,033801,365+269.2%$3.9M2025-Q3
NORGES BANKEXIT3,169,9380-100.0%$0.002025-Q3
NORGES BANKNEW—3,169,938—$16.0M2025-Q2
BANK OF AMERICA CORP /DE/ADD1,491,9622,297,815+54.0%$11.6M2025-Q2
WELLS FARGO & COMPANY/MNTRIM603,728217,033-64.1%$1.1M2025-Q2
UBS Group AGADD3,004,6455,569,782+85.4%$29.5M2025-Q1
MORGAN STANLEYADD2,860,5275,010,433+75.2%$26.5M2025-Q1
TWO SIGMA INVESTMENTS, LPTRIM1,660,5091,152,626-30.6%$6.1M2025-Q1
WELLS FARGO & COMPANY/MNADD458,321603,728+31.7%$3.2M2025-Q1
NORGES BANKEXIT3,465,8750-100.0%$0.002025-Q1
CITADEL ADVISORS LLCDOUBLED1,090,2234,562,724+318.5%$30.8M2024-Q4
UBS Group AGDOUBLED799,8603,004,645+275.6%$20.3M2024-Q4
MORGAN STANLEYADD1,877,2012,860,527+52.4%$19.3M2024-Q4
WELLS FARGO & COMPANY/MNDOUBLED115,017458,321+298.5%$3.1M2024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW—1,940,680—$12.8M2024-Q3
8 unique insiders with 15 transactions. Net insider value: -$2.9M ($0.00 bought, $2.9M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 5, 2026Gibson ChristopherDirectorC40,000$0.00$0.00
Jun 5, 2026Gibson ChristopherDirectorC40,000$0.00$0.00
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 ChristopherDirectorC40,000$0.00$0.00
May 22, 2026Gibson ChristopherDirectorSELL40,000$3.08$123.2K
May 22, 2026Gibson ChristopherDirectorC40,000$0.00$0.00
May 15, 2026Khan NajatCEO and PresidentF62,701$3.04$190.6K
May 15, 2026Taylor Ben RChief Financial OfficerF25,018$3.04$76.1K
May 15, 2026Hallett DavidChief Scientific OfficerF26,657$3.04$81.0K
May 15, 2026Gibson ChristopherDirectorF22,821$3.04$69.4K
May 7, 2026Gibson ChristopherDirectorC60,000$0.00$0.00
May 7, 2026Gibson ChristopherDirectorSELL40,000$3.37$134.8K
May 7, 2026Gibson ChristopherDirectorG20,000$0.00$0.00
May 7, 2026Gibson ChristopherDirectorC60,000$0.00$0.00
May 5, 2026Borgeson BlakeDirectorSELL30,000$3.52$105.6K
Apr 22, 2026Gibson ChristopherDirectorC40,000$0.00$0.00
Apr 22, 2026Gibson ChristopherDirectorC40,000$0.00$0.00
Apr 22, 2026Gibson ChristopherDirectorSELL40,000$3.61$144.4K
Apr 7, 2026Borgeson BlakeDirectorSELL30,000$3.10$93.0K
Apr 7, 2026Gibson ChristopherDirectorC40,000$0.00$0.00
Apr 7, 2026Gibson ChristopherDirectorSELL40,000$3.10$124.0K
Apr 7, 2026Gibson ChristopherDirectorC40,000$0.00$0.00
Apr 6, 2026Taylor Ben RChief Financial OfficerF48,028$3.11$149.4K
Apr 1, 2026Dar ZavainDirectorA4,902$0.00$0.00
Apr 1, 2026Li Dean YDirectorA3,268$0.00$0.00
Mar 23, 2026Gibson ChristopherDirectorC40,000$0.00$0.00
Mar 23, 2026Gibson ChristopherDirectorSELL40,000$3.25$130.0K
Mar 23, 2026Gibson ChristopherDirectorC40,000$0.00$0.00
Mar 17, 2026Taylor Ben RChief Financial OfficerSELL7,956$3.39$27.0K
Mar 16, 2026Taylor Ben RChief Financial OfficerF7,075$3.42$24.2K
Mar 9, 2026Gibson ChristopherDirectorC20,000$0.00$0.00
Mar 9, 2026Gibson ChristopherDirectorG20,000$0.00$0.00
Mar 9, 2026Gibson ChristopherDirectorC20,000$0.00$0.00
Mar 9, 2026Khan NajatCEO and PresidentSELL28,298$3.35$94.7K
Mar 3, 2026Borgeson BlakeDirectorSELL170,000$3.46$588.2K
Feb 6, 2026Gibson ChristopherDirectorF10,364$3.56$36.9K
Feb 6, 2026Gibson ChristopherDirectorA30,346$0.00$0.00
Feb 6, 2026Khan NajatCEO and PresidentF10,364$3.98$41.2K
Feb 6, 2026Khan NajatCEO and PresidentA1,673,546$0.00$0.00
Feb 6, 2026Hallett DavidChief Scientific OfficerF11,400$3.98$45.4K
Feb 6, 2026Hallett DavidChief Scientific OfficerA502,064$0.00$0.00
Feb 6, 2026Taylor Ben RChief Financial OfficerF11,400$3.98$45.4K
Feb 6, 2026Taylor Ben RChief Financial OfficerA446,279$0.00$0.00
Feb 4, 2026Gibson ChristopherDirectorC40,000$0.00$0.00
Feb 4, 2026Gibson ChristopherDirectorSELL40,000$4.12$164.8K
Feb 4, 2026Gibson ChristopherDirectorC40,000$0.00$0.00
Feb 3, 2026Borgeson BlakeDirectorSELL220,000$4.20$924.0K
6 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 1 mixed, 4 neutral. Avg impact: 4.0/10.
NEUTRAL CLUSTER 2/10
Three directors at Recursion Pharmaceuticals sold a total of $271K in open-market transactions over
Jun 5, 2026
NEUTRAL CLUSTER 2/10
Two directors sold a total of $240K in open-market stock following the Q1 earnings release, but this
May 8, 2026
MIXED PRESS-RELEASE 6/10
Recursion Pharmaceuticals reported Q1 2026 EPS of -$0.21, beating consensus of -$0.26 by 18.3%, whil
May 6, 2026
NEUTRAL CLUSTER 3/10
Two directors at Recursion Pharmaceuticals sold a combined $217K in shares over a 7-day window, with
Apr 8, 2026
NEUTRAL CLUSTER 3/10
Director Christopher Gibson sold 40,000 shares in an open-market transaction for $130,000, while als
Mar 25, 2026
BULLISH 8-K 8/10
Recursion reported strong financial results for Q4 and full year 2025, highlighted by a 689% year-ov
Feb 25, 2026
NEUTRAL 2/10
Recursion Pharmaceuticals granted inducement RSU awards covering ~2.99 million shares to 33 new empl
May 29, 2026
NEUTRAL 3/10
Recursion Pharmaceuticals announced the appointment of Dr. Vicki Goodman as its new Chief Medical Of
Mar 25, 2026
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 +100.4% upside Strong Buy (3.00)
$3.00 Low $10.00 High
MetricValue
Current Price$3.32
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 8d 12h ago
RXRX Continuation: Yesterday Hit $3.50 — Now I’m Watching the Failed-Squeeze Retrace
▲ 1 💬 1 ⚡ 0.5
r/wallstreetbets Neutral 16d 1h ago
$RXRX DD - Why AI biotech might be the most mispriced trade on the market
▲ 1 💬 0 ⚡ 0.5
r/pennystocks Bearish 9d 9h ago
RXRX Follow-Up: Still Watching for Breakdown, But Bulls Need to Defend This Level
▲ 1 💬 1 ⚡ 0.5
r/pennystocks Bearish 6d 11h ago
RXRX Bearish Outlook: I Think a New 52-Week Low Is Coming if $3 Breaks
▲ 1 💬 1 ⚡ 0.5
r/wallstreetbets Bullish 1mo ago
Pharma AI - might still be too early
▲ 1 💬 1 ⚡ 0.5
r/pennystocks Bearish 5d 11h ago
RXRX Monday Bearish Outlook: Data From Friday + Premarket Points to a Slide Watch
▲ 1 💬 1 ⚡ 0.5
r/pennystocks Bearish 10d 12h ago
RXRX Update: Yesterday’s Thesis Got Pushback — Here’s Where I Stand Today
▲ 1 💬 1 ⚡ 0.5
r/wallstreetbets Neutral 9d 9h ago
RXRX
▲ 1 💬 0 ⚡ 0.5
r/pennystocks Bearish 11d 11h ago
RXRX Short Thesis Update: Why I Still Think $2.70 or Lower Is in Play
▲ 1 💬 1 ⚡ 0.5
r/pennystocks Neutral 8d 10h ago
RXRX: The $300M ATM Overhang Is the Part Bulls Should Not Ignore
▲ 1 💬 1 ⚡ 0.5
r/pennystocks Bullish 8d 8h ago
RXRX Volume Update: Heavy Tape Again, But Bears Still Need the Break
▲ 1 💬 1 ⚡ 0.5
r/pennystocks Neutral 3mo ago
First penny stock portfolio looking for feedback. (M) 31
▲ 1 💬 1 ⚡ 0.5
r/pennystocks Bullish 8d 8h ago
RXRX - Squeeze imminent, huge SI and massive call buying
▲ 1 💬 1 ⚡ 0.2
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)