Recursion Pharmaceuticals, Inc. Class A (RXRX)

Recursion Pharmaceuticals' stock experienced a decline of 25.51% over the past six months. Key events include a Q1 2026 earnings report with decreased revenue but a narrower net loss, positive Phase 1b/2 results for REC-4881, positive early Phase 1 data for REC-1245, and the first patient dosed in the Phase 1 study for REC-4539. JPMorgan trimmed its price target on RXRX. Recursion announced a board transition. The company reported Q4 2025 revenue with a significant year-over-year increase. There have been insider sales but no insider purchases of RXRX stock. The company announced the suspension of four trials and the pausing of one, reducing its pipeline to six programs.

Recursion Pharmaceuticals' revenue is largely derived from collaborations and milestone payments from pharmaceutical partnerships, which are dependent on research and development milestones rather than seasonal consumer demand cycles. Its focus on rare diseases may offer some insulation from wider consumer demand fluctuations.

Recursion Pharmaceuticals is a clinical-stage TechBio company utilizing AI, machine learning, automation, data science, and engineering to accelerate drug discovery and development. Its core business revolves around the "Recursion OS" platform, an AI-native system integrating biology, chemistry, and clinical development to identify and advance potential new medicines. The company is advancing investigational medicines across its wholly-owned and partnered pipelines, targeting areas such as oncology, rare diseases, neuroscience, and immunology. Key investigational products include REC-102, REC-7735, REC-4881, REC-1245 and REC-4539.

Recursion Pharmaceuticals is headquartered in Salt Lake City, Utah, and maintains offices in Montréal, New York, London, the Oxford area, Toronto, and the San Francisco Bay Area. The company operates in the United States, the United Kingdom, and other regions.

Recursion Pharmaceuticals' brand reputation has been shaped by its AI-driven drug discovery and clinical progress, but also by scrutiny regarding revenue generation and pipeline adjustments. The decision to suspend and pause clinical trials led to a stock price drop. The Q1 2026 revenue miss impacted investor sentiment. Positive early clinical data for REC-4881, REC-1245, and REC-4539 positively influenced its reputation. Negative analyst sentiment and price target revisions can reflect and influence public perception. Online discussions show mixed sentiment.

Recursion Pharmaceuticals' ownership is primarily institutional, with 61.48% held by institutional shareholders, 13.61% by insiders, and 24.90% by retail investors. Major institutional owners include Vanguard Group Inc, BlackRock, Inc., ARK Investment Management LLC, State Street Corp, Baillie Gifford & Co, and Softbank Group Corp. The largest individual shareholder is Lux Ventures IV LP, and CEO Christopher Gibson owns 1.6% of the company's shares.