Recursion Pharmaceuticals, Inc. Class A (RXRX)

Several events impacted Recursion Pharmaceuticals' stock price in the past six months. Disappointing Q3 2025 financial results were reported, with revenue significantly below analyst expectations, contributing to a stock movement of -15.6%. A leadership change was announced, with Najat Khan taking over as CEO and President. Intensifying competition in AI drug discovery was highlighted by Eli Lilly's announcement to develop an AI supercomputer. Positive Phase 1b/2 results for REC-4881 were announced. A rival's advancement in FAP treatment caused Recursion's stock to decline. As of January 12, 2026, the share price was $4.81, representing a decline of 28.64% over the past year.

Recursion Pharmaceuticals, Inc. does not exhibit traditional demand seasonality for its products or services. Demand for its drug candidates and AI-driven discovery platform is driven by ongoing research and development needs, clinical trial progress, and partnership opportunities rather than seasonal consumer patterns.

Recursion Pharmaceuticals, Inc. is a clinical-stage biotechnology company that uses technological innovations to industrialize drug discovery, aiming to decode biology and chemistry to discover novel medicines. Its core is the Recursion operating system (Recursion OS), an AI-driven platform that utilizes advanced machine learning approaches and a large biological and chemical dataset to identify drug candidates, understand mechanisms of action, discover novel chemistry, and assess potential toxicity. The company has a pipeline of drug candidates at various stages of development, including REC-994, REC-2282, REC-4881, REC-3964, and RBM39. Recursion generates revenue primarily through strategic research collaborations and technology licensing partnerships with major pharmaceutical companies.

Recursion Pharmaceuticals, Inc. is headquartered in Salt Lake City, Utah, United States. While its direct operational footprint appears to be centered in the U.S., its strategic partnerships with global pharmaceutical companies suggest a broader, indirect global reach for its drug discovery platform and potential future products.

Recursion Pharmaceuticals has maintained a "Hold" consensus rating from brokerages. JPMorgan Chase & Co. upgraded Recursion Pharmaceuticals and raised its price target. Positive Phase 1b/2 results for REC-4881 in FAP were a positive development, but a director's insider sale of shares was seen by some as signaling a lack of confidence. Disappointing Q3 2025 financial results and the announcement of a CEO transition could have negatively impacted investor confidence. The intensifying competition in AI drug discovery could challenge Recursion's perceived unique technological advantage.

Recursion Pharmaceuticals, Inc. is owned by a mix of institutional shareholders, company insiders, and retail investors. Institutional shareholders hold 62.25% of the stock, insiders hold 13.28%, and retail investors hold 24.47%. Major institutional owners include Vanguard Group Inc., ARK Investment Management LLC, and BlackRock, Inc. Lux Ventures IV LP is noted as the largest individual Recursion Pharmaceuticals shareholder.