Recursion Pharmaceuticals (RXRX) Expected to Announce Quarterly Earnings on Friday

Recursion Pharmaceuticals (NASDAQ:RXRX) is projected to issue its Q4 2025 results before the market opens on Friday, February 27th. Analysts expect the company to announce earnings of ($0.28) per share and revenue of $24.5570 million for the quarter. Parties are encouraged to explore the company’s upcoming Q4 2025 earning overview page for the latest details on the call scheduled for Wednesday, February 25, 2026 at 8:00 AM ET.

Recursion Pharmaceuticals Stock Performance

NASDAQ:RXRX opened at $3.72 on Friday. The company has a current ratio of 4.60, a quick ratio of 4.60 and a debt-to-equity ratio of 0.01. The company has a market capitalization of $1.93 billion, a P/E ratio of -2.07 and a beta of 0.95. The firm has a 50-day moving average price of $4.27 and a two-hundred day moving average price of $4.78. Recursion Pharmaceuticals has a twelve month low of $2.98 and a twelve month high of $10.87.

Wall Street Analyst Weigh In

A number of research firms recently commented on RXRX. JPMorgan Chase & Co. raised Recursion Pharmaceuticals from a “neutral” rating to an “overweight” rating and increased their price objective for the company from $10.00 to $11.00 in a research note on Wednesday, December 17th. UBS Group set a $11.00 price objective on shares of Recursion Pharmaceuticals in a research note on Wednesday, December 17th. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Recursion Pharmaceuticals in a research report on Thursday, January 22nd. Finally, Morgan Stanley set a $11.00 price target on shares of Recursion Pharmaceuticals in a report on Wednesday, December 17th. Two equities research analysts have rated the stock with a Buy rating, three have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the company has an average rating of “Hold” and a consensus price target of $9.40.

Recursion Pharmaceuticals News Roundup

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

• Positive Sentiment: ARK Invest (Cathie Wood) purchased shares of Recursion, a visible institutional buy that can support demand and sentiment for RXRX. Cathie Wood ARK ETF Buys Recursion Pharmaceuticals and CRISPR Therapeutics Shares
• Neutral Sentiment: Analysts/coverage pieces note recent modest outperformance in a session, highlighting short-term strength but not new fundamental changes. Recursion Pharmaceuticals (RXRX) Exceeds Market Returns: Some Facts to Consider
• Neutral Sentiment: Recursion announced its Q4 and full‑year 2025 results and will host its earnings/webcast on Feb. 25 — a near‑term event that could drive volatility depending on guidance and cash‑flow updates. Recursion to Report Fourth Quarter and Full Year 2025 Business Updates and Financial Results on February 25
• Negative Sentiment: NVIDIA disclosed it sold its entire stake in Recursion, a high‑profile investor exit that put downward pressure on the stock when announced. Recursion Pharmaceuticals stock falls after NVIDIA sells entire stake
• Negative Sentiment: Coverage reports that several large/backing investors are exiting as the company shifts deeper into its REC‑102 clinical program, which investors may view as strategic risk or near‑term dilution/cost risk. Major Backers Exit As Recursion Deepens Commitment To REC-102 Pipeline
• Negative Sentiment: Insider selling: CFO Ben R. Taylor sold ~13,426 shares on Feb. 18 (small percentage of his holdings). While not large relative to total shares outstanding, insider sales can be perceived negatively by some traders. SEC Form 4 — Ben R. Taylor

Insider Transactions at Recursion Pharmaceuticals

In other news, CFO Ben R. Taylor sold 13,426 shares of the company’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 value of $41,352.08. Following the completion of the transaction, the chief financial officer directly owned 1,195,349 shares of the company’s stock, valued at $3,681,674.92. This represents a 1.11% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, insider Najat Khan sold 124,403 shares of Recursion Pharmaceuticals stock in a transaction dated Monday, December 22nd. The stock was sold at an average price of $4.41, for a total transaction of $548,617.23. Following the completion of the sale, the insider directly owned 611,135 shares in the company, valued at approximately $2,695,105.35. This represents a 16.91% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 819,212 shares of company stock valued at $3,523,950 over the last ninety days. 8.43% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently modified their holdings of the business. State Street Corp raised its position in shares of Recursion Pharmaceuticals by 38.7% in the 4th quarter. State Street Corp now owns 25,333,888 shares of the company’s stock worth $103,616,000 after acquiring an additional 7,064,963 shares in the last quarter. ARK Investment Management LLC raised its holdings in Recursion Pharmaceuticals by 11.2% in the fourth quarter. ARK Investment Management LLC now owns 37,316,856 shares of the company’s stock worth $152,626,000 after purchasing an additional 3,771,357 shares in the last quarter. Millennium Management LLC purchased a new position in Recursion Pharmaceuticals during the fourth quarter valued at $6,118,000. Geode Capital Management LLC boosted its holdings in shares of Recursion Pharmaceuticals by 13.6% during the 4th quarter. Geode Capital Management LLC now owns 10,934,252 shares of the company’s stock valued at $44,731,000 after buying an additional 1,310,695 shares in the last quarter. Finally, Two Sigma Investments LP boosted its holdings in shares of Recursion Pharmaceuticals by 109.9% during the 3rd quarter. Two Sigma Investments LP now owns 2,450,805 shares of the company’s stock valued at $11,960,000 after buying an additional 1,282,992 shares in the last quarter. Hedge funds and other institutional investors own 89.06% of the company’s stock.

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.