Recursion Pharmaceuticals (NASDAQ:RXRX) Given “Buy” Rating at Needham & Company LLC

Needham & Company LLC reiterated their buy rating on shares of Recursion Pharmaceuticals (NASDAQ:RXRX) in a research note released on Thursday,Benzinga reports. Needham & Company LLC currently has a $8.00 price target on the stock.

A number of other research firms have also recently commented on RXRX. Weiss Ratings reiterated a “sell (d-)” rating on shares of Recursion Pharmaceuticals in a report on Thursday, January 22nd. Morgan Stanley set a $11.00 price target on shares of Recursion Pharmaceuticals in a research report on Wednesday, December 17th. JPMorgan Chase & Co. upgraded shares of Recursion Pharmaceuticals from a “neutral” rating to an “overweight” rating and upped their target price for the stock from $10.00 to $11.00 in a research note on Wednesday, December 17th. UBS Group set a $11.00 price target on Recursion Pharmaceuticals in a research note on Wednesday, December 17th. Finally, Bank of America lowered their target price on shares of Recursion Pharmaceuticals from $7.00 to $6.00 and set a “neutral” rating for the company in a report on Wednesday. Two research analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the company currently has an average rating of “Hold” and a consensus price target of $8.83.

Recursion Pharmaceuticals Price Performance

Shares of RXRX opened at $3.77 on Thursday. The company has a market capitalization of $1.96 billion, a price-to-earnings ratio of -2.55 and a beta of 0.95. The company has a quick ratio of 4.60, a current ratio of 4.60 and a debt-to-equity ratio of 0.01. The stock’s 50-day moving average price is $4.19 and its 200-day moving average price is $4.71. Recursion Pharmaceuticals has a 52 week low of $2.98 and a 52 week high of $8.59.

Recursion Pharmaceuticals (NASDAQ:RXRX) last announced its earnings results on Wednesday, February 25th. The company reported ($0.21) earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of ($0.28) by $0.07. Recursion Pharmaceuticals had a negative return on equity of 66.70% and a negative net margin of 863.37%.The firm had revenue of $35.54 million for the quarter, compared to analyst estimates of $24.56 million. During the same quarter last year, the firm posted ($0.53) EPS. The business’s revenue was up 671.7% on a year-over-year basis. On average, sell-side analysts predict that Recursion Pharmaceuticals will post -1.57 EPS for the current year.

Insider Activity

In other news, insider Najat Khan sold 124,403 shares of the stock in a transaction dated Monday, December 22nd. The shares were sold at an average price of $4.41, for a total transaction of $548,617.23. Following the completion of the sale, the insider owned 611,135 shares in the company, valued at approximately $2,695,105.35. This represents a 16.91% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, CFO Ben R. Taylor sold 13,426 shares of the firm’s stock in a transaction dated Wednesday, February 18th. The stock was sold at an average price of $3.08, for a total value of $41,352.08. Following the transaction, the chief financial officer directly owned 1,195,349 shares in the company, valued at approximately $3,681,674.92. This represents a 1.11% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 819,212 shares of company stock valued at $3,523,950. Insiders own 8.43% of the company’s stock.

Institutional Investors Weigh In On Recursion Pharmaceuticals

Several hedge funds have recently modified their holdings of the stock. TD Waterhouse Canada Inc. grew its position in Recursion Pharmaceuticals by 64.1% in the 2nd quarter. TD Waterhouse Canada Inc. now owns 5,631 shares of the company’s stock valued at $29,000 after buying an additional 2,200 shares during the last quarter. International Assets Investment Management LLC acquired a new stake in shares of Recursion Pharmaceuticals in the 4th quarter worth $31,000. Sequoia Financial Advisors LLC purchased a new stake in shares of Recursion Pharmaceuticals in the fourth quarter valued at about $41,000. Allworth Financial LP increased its stake in shares of Recursion Pharmaceuticals by 85.6% during the third quarter. Allworth Financial LP now owns 9,548 shares of the company’s stock worth $47,000 after acquiring an additional 4,403 shares during the period. Finally, IFP Advisors Inc increased its stake in shares of Recursion Pharmaceuticals by 81.5% during the third quarter. IFP Advisors Inc now owns 10,355 shares of the company’s stock worth $51,000 after acquiring an additional 4,650 shares during the period. 89.06% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting Recursion Pharmaceuticals

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

• Positive Sentiment: Q4 revenue and milestone payments materially beat estimates, boosting near-term cash runway into 2028 — management cited a Roche milestone and other partner payments as drivers of the revenue jump. RXRX Q4 Loss Narrower Than Expected, Revenues Increase Y/Y, Stock Up
• Positive Sentiment: Company achieved clinical validation with the REC‑4881 program (familial amyloid polyneuropathy), supporting the thesis that Recursion’s AI/biology platform can translate into real clinical outcomes. This is a strategic inflection for a TechBio name. Recursion Pharmaceuticals (RXRX) Hits Clinical Milestones as 2025 Revenue Grows to $74.7M
• Positive Sentiment: EPS loss narrowed to $(0.21) vs. consensus $(0.28) and compared with $(0.53) a year ago; Q4 revenue was $35.54M and full‑year 2025 revenue grew to ~$74.7M — numbers that beat street expectations and reduced downside near term. Recursion Reports Q4 Loss, Beats Revenue Estimates (Zacks)
• Neutral Sentiment: Analyst package, slide deck and full earnings release are available for diligence — useful for modeling cadence of partnership milestones and cash runway assumptions. Recursion Q4 Slide Deck / Press Release
• Neutral Sentiment: Needham reaffirmed a Buy with an $8 price target (large upside vs. current levels), which can support positive sentiment among growth investors but depends on execution of partnership milestones. Needham Reaffirms Buy, $8 PT (TickerReport summary)
• Negative Sentiment: Recursion remains unprofitable with very large negative net margins and a negative ROE; EPS is still negative for the year and future valuation depends on continued milestone payments and clinical success. MarketBeat: Q4 Results and Financial Metrics
• Negative Sentiment: Independent skepticism persists — some analysts/investors warn earlier buy calls were too optimistic given execution risk and milestone timing; this can amplify downside if future partner payments or trials miss expectations. Seeking Alpha: Why My December Buy Call Was Too Optimistic

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.