RXRX
RECURSION PHARMACEUTICALS, INC.Price
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- R Feb 25 Recursion reported strong financial results for Q4 and full year 202…
- S May 5 to May 7 2 days of insider sells: $240.4K by 2 insiders, avg $3.43
- S Jun 2 to Jun 5 3 days of insider sells: $270.7K by 3 insiders, avg $3.64
- S Jul 7 1 insider sell $158.5K at $3.96
- S Aug 4 1 insider sell $97.5K at $3.25
- S Sep 1 to Sep 8 2 days of insider sells: $179.0K by 2 insiders, avg $3.42
- S Oct 6 2 insiders sell $367.0K at $4.89
- E Oct 15 FDA: Recursion Announces $200 Million Oversubscribed Follow-On…
Signal stack
Where each data set points today.
- InsidersBEARISH
5 insiders sold $1.8M.
- InstitutionsMIXED
Q2 2026: 36 added (0 new), 25 trimmed or exited.
- AnalystsBULLISH
8 of 13 rate it Buy or better. Every target is above the price.
- EstimatesFLAT
Current-quarter EPS estimate −$0.230 → −$0.229 over 90 days. 0 up, 1 down in 30 days.
- TrendUPTREND
3% above its 50-day average.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC | ADD | $114.3M |
| UBS Group AG | ADD | $32.8M |
| MARSHALL WACE, LLP | ADD | $17.3M |
| GOLDMAN SACHS GROUP INC | TRIM | $14.4M |
| MORGAN STANLEY | ADD | $10.1M |
| MILLENNIUM MANAGEMENT LLC | TRIM | $6.7M |
| Nuveen, LLC | ADD | $6.3M |
| CITIGROUP INC | DOUBLED | $3.2M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
13 analystsPrice is below the lowest target. Median implies +84%.Targets as of Oct 27, 2026.
| Date | Firm | Rating |
|---|---|---|
| Oct 19, 2026 | Needham REITERATE | Buy |
| May 14, 2026 | Morgan Stanley MAINTAIN | Equal-Weight |
| May 7, 2026 | Needham REITERATE | Buy |
| Apr 30, 2026 | JP Morgan MAINTAIN | Overweight |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Oct 6, 2026 | HERSHBERG ROBERT Director | SELL | $125.0K |
| Oct 6, 2026 | HERSHBERG ROBERT Director | EXERCISE | $55.5K |
| Oct 6, 2026 | Borgeson Blake Director | SELL | $242.0K |
| Oct 1, 2026 | Dar Zavain Director | AWARD | 4,607 sh |
| Oct 1, 2026 | Li Dean Y Director | AWARD | 3,378 sh |
| Sep 15, 2026 | Taylor Ben R Chief Financial Officer | TAX W/H | $18.4K |
| Sep 8, 2026 | Khan Najat CEO and President | SELL | $78.8K |
| Sep 1, 2026 | Borgeson Blake Director | SELL | $100.2K |
Earnings setup
Estimates| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | -$0.23 | -$0.25–-$0.20 | +0.0% | $14.8M |
| Next Q | -$0.22 | -$0.27–-$0.18 | -2.3% | $14.8M |
| Current FY | 🔒 Fresh data, subscribers only | |||
| Next FY | -$0.87 | -$1.04–-$0.68 | +2.7% | $53.0M |
Short side
FINRA· Oct 15, 2026SecBot reports
16 filings · 5 press releases · 1 bullish · 2 bearish · 5 mixed · 8 neutral- BEARISH 424B5Oct 15, 2026
Recursion Pharmaceuticals is offering 61,540,000 shares of Class A common stock at $3.25 per…
The substantial discount and dilution signal near-term selling pressure. Monitor the stock for price stabilization after the 45-day lock-up expiration and watch for updates on the REC-4881…
- MIXED 8-KOct 15, 2026
Recursion Pharmaceuticals filed an 8-K announcing a $200M oversubscribed follow-on offering of…
The offering is large (~12% dilution) but was oversubscribed by leading healthcare investors and extends runway into 2029, removing near-term financing overhang. The Sanofi milestone and positive…
- MIXED PRESS RELEASEOct 15, 2026
Recursion Pharmaceuticals announced that Sanofi has optioned the first development candidate from…
The milestone validates Recursion's AI platform and provides near-term revenue, but the concurrent $200M equity offering dilutes shareholders. Watch for additional development candidate selections…
- BEARISH PRESS RELEASEOct 15, 2026
Recursion Pharmaceuticals priced a $200 million underwritten public offering of 61.54 million…
The offering closes the next day, so the dilution is immediate. Monitor for any subsequent insider selling or additional capital needs; the cash runway extension into 2029 reduces near-term…
All RXRX filing & press-release reports (21)
- 424B5 reportOct 15, 2026
- 8-K reportOct 15, 2026
- PRESS-RELEASE reportOct 15, 2026
- PRESS-RELEASE reportOct 15, 2026
- PRESS-RELEASE reportOct 15, 2026
- 424B5 reportOct 15, 2026
- 144 reportOct 6, 2026
- 144 reportOct 6, 2026
- 8-K reportSep 21, 2026
- CLUSTER reportSep 10, 2026
- PRESS-RELEASE reportAug 5, 2026
- 8-K reportAug 5, 2026
- INST-CLUSTER reportJun 11, 2026
- CLUSTER reportJun 5, 2026
- PRESS-RELEASE reportMay 29, 2026
- CLUSTER reportMay 5, 2026
- PRESS-RELEASE reportMay 6, 2026
- CLUSTER reportApr 7, 2026
- CLUSTER reportMar 17, 2026
- PRESS-RELEASE reportMar 25, 2026
- 8-K reportFeb 25, 2026