Recursion Pharmaceuticals, Inc. Class A (RXRX)

Recursion Pharmaceuticals reported a significant revenue increase in Q4 2025, driven by a Roche/Genentech phenomap milestone and higher collaboration revenue, but continued unprofitability remained a concern. REC-4881 showed clinical activity in the TUPELO study. The company reported a strong cash position with an expected runway into early 2028. Analysts issued various price targets for RXRX, with a median target of $10.00 as of April 2026. Recursion Pharmaceuticals insiders have engaged in 21 sales and no purchases of RXRX stock. Recursion strategically acquired full rights to REV102. The stock's performance was impacted by a broader downturn in the Pharmaceuticals, Biotechnology, and Life Sciences sector. The company is anticipated to release its Q1 earnings on April 13, 2026, and announced Vicki Goodman, M.D., as its incoming Chief Medical Officer.

Recursion Pharmaceuticals does not typically experience demand seasonality for its products and services. The demand for its investigational medicines and its AI-driven drug discovery platform is driven by ongoing research and development, clinical trial progress, and strategic partnerships, rather than seasonal consumer patterns.

Recursion Pharmaceuticals is a clinical-stage TechBio company focused on improving patients' lives by industrializing drug discovery through technological innovations. The company's core business revolves around its AI-native, end-to-end drug discovery and development platform, the Recursion OS, which integrates biology, chemistry, and clinical development. Recursion is advancing a portfolio of investigational medicines across various therapeutic areas, including oncology, rare disease, neuroscience, and immunology. Recursion's pipeline includes several preclinical and clinical-stage products such as REC-4881, REC-617, REC-1245, REC-3565, REC-4539, REC-3964, REC-64917, REC-64151, REC-7735, REC-102 and REV102.

Recursion Pharmaceuticals is headquartered in Salt Lake City, Utah, United States. The company's operations extend to the United States, the United Kingdom, and other regions, with additional research facilities and corporate offices across North America and Europe. The majority of its revenue is derived from the United States.

Recursion Pharmaceuticals' brand reputation has shifted from being viewed as a "science project" to renewed interest due to its AI-driven drug discovery approach and promising clinical data. Encouraging data from the TUPELO trial has sparked excitement. Investors discuss Recursion's AI-native drug discovery efforts, citing early data that could reduce development timelines and costs. Strategic partnerships and innovation cycles are establishing Recursion as a key player in biopharma pipelines. A notable upgrade from a major financial institution and raised price targets have contributed to positive sentiment. The acquisition of REV102 rights is expected to enhance collaboration opportunities with pharmaceutical companies.

Recursion Pharmaceuticals has substantial institutional ownership, with 68% of the company owned by institutions. As of April 9, 2026, there were 339 institutional owners and shareholders holding a total of 337,605,747 shares. Major institutional owners include Vanguard Group Inc, BlackRock, Inc., ARK Investment Management LLC, State Street Corp, Baillie Gifford & Co, Softbank Group Corp, Kinnevik AB (publ), Geode Capital Management, Llc, MIC Capital Management UK LLP and Nikko Asset Management Americas, Inc.. CEO Christopher Gibson owns 1.6% of the company's shares.