Recursion Pharmaceuticals, Inc.

RXRX · NASDAQ

Market closed$2.95$-0.075000 (-2.48%)After hours $2.94 · -0.17%

Key statistics

Previous close$3.02
Open$2.99
Day high$3.02
Day low$2.93
52-week high$7.18
52-week low$2.77
Market cap1.32B
Volume19.25M
Average volume19.70M
P/E ratio-2.45
Forward P/E
EPS-1.20
Dividend yield0.00%

Market context

Why it moved

RXRX shares declined amid continued selling pressure following a Form 144 filing indicating insider stock sales by a Recursion Pharmaceuticals director, signaling reduced confidence among insiders and weighing on investor sentiment in a broader environment of caution toward speculative biotech names.

What is happening

Recent company-specific developments and publisher coverage.

July 18, 2026Recursion Pharmaceuticals declined as a Form 144 filing revealed that former Director Christopher Gibson plans to sell 100,000 Class A shares, signaling potential supply overhang at a time when the stock is already trading near 52-week lows. The insider-driven pressure compounds an existing downtrend from the mid-$4s earlier this month, with the company also carrying a quarterly net loss of ~$117.5M and significant cash burn, leaving investors cautious as broader biotech sentiment remains mixed despite UBS upgrading the healthcare sector.

-2.4834

July 17, 2026Recursion Pharmaceuticals tumbled nearly 9% on heavy volume — nearly double its average — as the stock extended its longer-term downtrend amid a broader tech-growth selloff on Wall Street. With Q2 earnings not yet reported and analysts having recently trimmed price targets to $6 from $7 citing a later expected launch for lead oncology candidate REC-617 and higher share count assumptions, investor confidence remained fragile. The broader Nasdaq declined and the healthcare sector ETF (XLV) also pulled back, compounding pressure on the already-battered AI-driven drug discovery name, which has shed over 34% in the past year.

-8.7613

July 16, 2026Recursion Pharmaceuticals closed modestly lower as the broader healthcare sector saw mixed performance, with the XLV health care ETF trading in a narrow range on the day. Investor attention remains focused on the company's upcoming earnings and pipeline catalysts, including advancing clinical programs such as the DHALIA trial for REC-1245 and the CDK7 inhibitor REC-617. Analyst sentiment has been cautious, with several firms trimming price targets to $6 from $7 citing a later expected launch for REC-617 and updated cost assumptions, though the stock trades well below consensus targets near $3.31.

-0.8982

July 15, 2026Recursion Pharmaceuticals shares closed modestly higher, outperforming a broadly mixed healthcare sector (XLV) amid continued investor interest in its AI-driven drug pipeline. A key driver of sentiment is Cathie Wood's ARK Genomic Revolution ETF holding approximately $50 million in Recursion stock, signaling institutional conviction in the company's AI platform. Recent pipeline updates — including encouraging safety data for REC-1245 and strong Phase 2 results for REC-4881 in familial adenomatous polyposis — have kept the stock in focus, though analysts remain cautious, with price targets recently trimmed to around $6 citing a later expected launch for lead oncology candidate REC-617 and elevated cash burn.

1.2121

July 14, 2026Recursion Pharmaceuticals tumbled amid a broadly risk-off session driven by renewed U.S.-Iran military hostilities that sent oil prices surging and weighed on growth-oriented names. Company-specific headwinds compounded the pressure: Q1 2026 revenue fell 56% year-over-year to just $6.5M, all 20 insider transactions over the past six months were sales, and Novo Holdings fully exited its ~$24M position in Q1. Analyst price targets range from $5.50 to $10.00 — well above current levels — but valuation debates persist, with one fair-value model pegging shares at $1.97 versus current prices.

-7.3034

July 11, 2026Recursion Pharmaceuticals tumbled over 5% as investors weighed ongoing insider selling — Director Blake Borgeson sold 40,000 shares on July 7 following a pattern of monthly disposals — against broader sentiment headwinds for AI-driven biotech names. While social media has featured RXRX among biotech names with upside potential, and analysts maintain a bullish consensus with over 76% implied upside, near-term concerns center on the company's cash burn, its $300M at-the-market equity filing, and key clinical data awaited for FAP candidate REC-4881 later in 2026.

-5.3191

July 10, 2026Recursion Pharmaceuticals edged higher, closing up modestly amid a broader biotech sector rally that has emerged as a market bright spot. Healthcare has been the standout sector in recent weeks, with XLV posting strong gains even as tech stumbled, and CNBC's Jim Cramer recently called biotech 'the hottest group in the market,' predicting a wave of M&A deals under a more favorable FDA regulatory environment. For Recursion specifically, the backdrop includes ongoing clinical progress across five programs, a cash runway extending into early 2028, and analyst consensus price targets around $6 — well above current levels — though the stock remains far off its prior highs as investors await data catalysts.

1.0753

July 9, 2026Recursion Pharmaceuticals closed down over 3% amid a broad risk-off session triggered by President Trump declaring the U.S.-Iran ceasefire 'over,' which sent oil prices surging 5%+ and dragged major indices lower. Despite the macro headwinds, the biotech sector has been a relative bright spot recently, with Jim Cramer calling it 'the hottest group in the market' and analysts pointing to an M&A-favorable regulatory environment under new FDA leadership — though RXRX continues to trade well below analyst median price targets of $7, weighed down by a sharp 56% year-over-year revenue decline in Q1 2026 and nine analysts flagging earnings risks.

-3.125

StocksToTrade · July 16, 2026RXRX Stock Under Pressure As Insider Signals Share SaleInvesting.com · June 5, 2026Recursion Pharmaceuticals CEO Najat Khan sells $84,459 in RXRX stockStocktwits · February 25, 2026RXRX Stock Soars Pre-Market On Q4 Beat, Recursion CEO Says Company Has ‘Reached An Inflection Point’timothysykes.com · December 17, 2025Recursion Pharmaceuticals Triumphs in FAP Trial, Boosting Investor Confidence
Benzinga · July 1, 2026Anthropic Is Going All In on Drug Discovery Just as Pharma Stops Talking About AI
Benzinga · May 14, 2026Morgan Stanley Maintains Equal-Weight on Recursion Pharmaceuticals, Raises Price Target to $5.5
Mt Newswire · May 14, 2026Morgan Stanley Raises Price Target on Recursion Pharmaceuticals to $5.50 From $5, Keeps Equalweight Rating
Benzinga · May 7, 2026Recursion Eyes Breakthrough With REC-4881 Drug For Rare Genetic Condition, But Shares Pull Back
Benzinga · May 7, 2026Needham Reiterates Buy on Recursion Pharmaceuticals, Maintains $8 Price Target
Mt Newswire · May 6, 2026Recursion Pharmaceuticals Q1 Net Loss Narrows, Revenue Falls
Mt Newswire · May 6, 2026Earnings Flash (RXRX) Recursion Pharmaceuticals Inc Reports Q1 Revenue $6.5M, vs. FactSet Est of $15.8M
Benzinga · May 6, 2026Recursion Pharmaceuticals Q1 EPS $(0.22) Beats $(0.27) Estimate, Sales $6.472M Miss $15.777M Estimate

Peers