RXRX stock sentiment todayRecursion Pharmaceuticals, Inc.
Sentiment verdict
Gossip first, financials second — NEUTRAL at 65% confidence.
Last updated · cached analysis, refreshes periodically
RXRX
Recursion Pharmaceuticals, Inc.A high-upside AI-drug discovery bet currently weighed down by heavy cash burn and the long lead times of clinical stage biotechnology.
Pick a name and you can add your own 1-, 3- and 6-month price calls — no account needed. The needle above shows where the crowd sits. Calls lock 48 hours after you make them, so every scorecard stays honest.
You'll show up on boards and The Floor under this name. Add an email later to keep your history.
No account needed. You can add an email later to keep your calls.
Already have an account? Sign in
See exactly how analyst targets, gossip sentiment and momentum are weighted into this 6-month forecast.
Sign in to go Pro →Full model breakdown (analyst / gossip / momentum weights) is a Pro feature. Modelled for RXRX. Not financial advice.
Price · last 12 months
Gossip
Market sentiment is polarized between 'AI-enthusiasts' who see RXRX as the 'NVIDIA of Bio' and 'Biotech-purists' who are skeptical of the actual clinical success of AI-generated leads. The recent $112M investment from NVIDIA remains the primary anchor for the bullish narrative, though excitement has cooled as the stock trades near 52-week lows.
- ·NVIDIA partnership and infrastructure (BioNeMo)
- ·Recursion OS data moat
- ·Recent acquisition of Exscientia to consolidate AI-drug discovery market
- ·Skepticism over lack of late-stage clinical wins
Financial
RXRX maintains a robust cash runway (approx. $650M+) but is characterized by high operational burn and negligible revenue typical of R&D-heavy biotech. Valuation is speculative, driven by platform potential rather than earnings.
- ·Cash Runway: Through 2026
- ·Revenue Growth: +30% YoY (primarily collaboration-based)
- ·Net Loss: Approx. $90M-$100M per quarter
- ·Institutional Ownership: Significant (~60%)
Conviction
Whose money is actually in the stock — insider open-market trades and the patience of the institutional holder base.
Strong conviction — insiders and patient capital are backing this.
- ·No open-market insider trades in the last 120 days.
Pro shows every named insider trade in the window (buyer, title, size, price, and whether it was a pre-scheduled 10b5-1 sale) plus the full holder register split into patient capital and fast money.
Unlock with Pro →Source: SEC EDGAR Form 4 + 13F holder register. Option exercises, grants, gifts and tax withholding are excluded — only open-market purchases and sales count. Not financial advice.
Risks
- ·Binary clinical trial outcomes for lead candidates (REC-994)
- ·Extremely high R&D-to-revenue ratio
- ·Potential dilution from future capital raises or M&A integration issues
Peer temperature
How direct competitors stack up against RXRX right now.
- HOTSDGRSchrödinger, Inc.
HOTTER — more diversified revenue streams through established software licensing and a lower cash burn rate.
See full analysis → - NEUTRALABSIAbsci Corporation
COLDER — smaller market cap and less mature data moat, though trading at a more attractive entry price for high-risk speculative plays.
See full analysis → - HOTRPRXRoyalty Pharma plc
HOTTER — offers exposure to biotech innovation with positive cash flow and dividends, mitigating the binary risk inherent in RXRX.
See full analysis →
- RXRX-2.4%
- SDGR-12.6%
- ABSI+3.3%
- RPRX+15.1%
Analyst price target
Consensus average of 3 analysts · median 6.00
Source: StockAnalysis.com · updated 2026-10-19
AI-generated analysis for informational purposes only. Not financial advice.