Recursion Pharmaceuticals’ (RXRX) Buy Rating Reaffirmed at Needham & Company LLC

Recursion Pharmaceuticals (NASDAQ:RXRX)‘s stock had its “buy” rating reissued by research analysts at Needham & Company LLC in a note issued to investors on Thursday,Benzinga reports. They currently have a $8.00 price objective on the stock. Needham & Company LLC’s price objective points to a potential upside of 112.20% from the company’s current price.

RXRX has been the subject of a number of other reports. UBS Group set a $11.00 price target on Recursion Pharmaceuticals in a report on Wednesday, December 17th. Bank of America decreased their target price on shares of Recursion Pharmaceuticals from $7.00 to $6.00 and set a “neutral” rating for the company in a research note on Wednesday. Weiss Ratings restated a “sell (d-)” rating on shares of Recursion Pharmaceuticals in a research report on Thursday, January 22nd. Morgan Stanley set a $11.00 price objective on shares of Recursion Pharmaceuticals in a report on Wednesday, December 17th. Finally, JPMorgan Chase & Co. raised shares of Recursion Pharmaceuticals from a “neutral” rating to an “overweight” rating and increased their target price for the stock from $10.00 to $11.00 in a research note on Wednesday, December 17th. Two analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Hold” and a consensus target price of $8.83.

Recursion Pharmaceuticals Trading Up 6.8%

NASDAQ RXRX opened at $3.77 on Thursday. Recursion Pharmaceuticals has a 1 year low of $2.98 and a 1 year high of $8.69. The company has a debt-to-equity ratio of 0.01, a current ratio of 4.60 and a quick ratio of 4.60. The company has a market capitalization of $1.96 billion, a PE ratio of -2.09 and a beta of 0.95. The company has a fifty day moving average of $4.20 and a 200 day moving average of $4.72.

Recursion Pharmaceuticals (NASDAQ:RXRX) last released its quarterly earnings data on Wednesday, February 25th. The company reported ($0.21) earnings per share for the quarter, beating analysts’ consensus estimates of ($0.28) by $0.07. Recursion Pharmaceuticals had a negative return on equity of 72.74% and a negative net margin of 1,637.81%.The business had revenue of $35.54 million during the quarter, compared to analyst estimates of $24.56 million. During the same quarter last year, the business posted ($0.53) EPS. The company’s revenue was up 671.7% on a year-over-year basis. Research analysts forecast that Recursion Pharmaceuticals will post -1.57 earnings per share for the current year.

Insider Activity

In other Recursion Pharmaceuticals news, CFO Ben R. Taylor sold 13,426 shares of the business’s stock in a transaction that occurred on Wednesday, February 18th. The stock was sold at an average price of $3.08, for a total transaction of $41,352.08. Following the completion of the sale, the chief financial officer directly owned 1,195,349 shares in the company, valued at approximately $3,681,674.92. The trade was a 1.11% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Najat Khan sold 124,403 shares of the firm’s stock in a transaction that occurred on Monday, December 22nd. The shares were sold at an average price of $4.41, for a total value of $548,617.23. Following the completion of the transaction, the insider owned 611,135 shares in the company, valued at approximately $2,695,105.35. This trade represents a 16.91% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 819,212 shares of company stock worth $3,523,950 over the last 90 days. 8.43% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

Several hedge funds have recently added to or reduced their stakes in RXRX. Norges Bank purchased a new position in Recursion Pharmaceuticals in the 2nd quarter worth approximately $16,040,000. Bank Pictet & Cie Europe AG acquired a new position in Recursion Pharmaceuticals during the third quarter worth $7,954,000. IQ EQ FUND MANAGEMENT IRELAND Ltd grew its holdings in Recursion Pharmaceuticals by 94.8% in the 3rd quarter. IQ EQ FUND MANAGEMENT IRELAND Ltd now owns 1,774,995 shares of the company’s stock valued at $8,662,000 after buying an additional 863,910 shares in the last quarter. Ethic Inc. acquired a new stake in shares of Recursion Pharmaceuticals in the 2nd quarter worth $107,000. Finally, Quadrature Capital Ltd purchased a new position in shares of Recursion Pharmaceuticals during the 2nd quarter worth $892,000. 89.06% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about Recursion Pharmaceuticals

Here are the key news stories impacting Recursion Pharmaceuticals this week:

• Positive Sentiment: Q4 results beat consensus: GAAP loss of $0.21/share vs. consensus -$0.28 and revenue of $35.54M vs. ~$24.6M expected (revenue up ~672% y/y), driven largely by partner milestones — a near‑term catalyst for sentiment and valuation. Recursion Pharmaceuticals (RXRX) Reports Q4 Loss, Beats Revenue Estimates
• Positive Sentiment: Business update: company reported first clinical validation of its full‑stack AI Operating System in FAP (showing AI→biological insight→patient outcome translation) and said multiple clinical/preclinical programs have defined milestones — this supports long‑term upside if follow‑on readouts succeed. Recursion Reports Fourth Quarter and Full Year 2025 Financial Results and Provides Business Update
• Positive Sentiment: Partner payments and cash runway: Recursion confirmed a fifth program milestone with Sanofi (cumulative ~$134M paid to date) and noted Roche milestone-related revenue that management said extends cash runway (article coverage cites runway into 2028) — reduces near‑term dilution risk. RXRX Q4 Loss Narrower Than Expected, Revenues Increase Y/Y, Stock Up
• Neutral Sentiment: Earnings call transcript and slide deck posted — useful for investors who want detail on program timelines, cash balance and how milestone revenue components break down. Recursion Pharmaceuticals, Inc. (RXRX) Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Official press release with full financials and business update is available (useful for modeling revenue cadence from partnerships vs. product/clinical revenue). Recursion Reports Fourth Quarter and Full Year 2025 Financial Results and Provides Business Update
• Negative Sentiment: Company remains unprofitable with very negative margins and ROE; analysts still expect negative EPS for the year (consensus ~-1.57), so valuation depends heavily on milestone timing and successful clinical readouts — ongoing execution risk and potential for future dilution. Recursion Pharmaceuticals Earnings / Press Materials (MarketBeat)

About Recursion Pharmaceuticals

Recursion Pharmaceuticals, Inc (NASDAQ: RXRX) is a biopharmaceutical company that combines advanced automation, artificial intelligence and high-throughput biology to discover and develop novel therapeutics. The company’s proprietary platform integrates deep-learning algorithms with large-scale cellular imaging and chemical biology, enabling the rapid identification of potential drug candidates across a range of indications. By automating complex laboratory workflows and leveraging computational models, Recursion aims to accelerate the drug discovery process and expand the scope of targets that can be addressed.

At the core of Recursion’s offering is its digital biology platform, which captures billions of cell images under varying chemical and genetic perturbations.