$RXRX

RECURSION PHARMACEUTICALS, INC.

1
1
0
$98K
Borgeson Blake
100%
See all $RXRX insider activity →
Med

RXRX Tightens Cash, Advances AI Pipeline As Analysts Recalibrate

Recursion Pharmaceuticals (RXRX) stock rose 7.23% after reporting AI-driven drug discovery progress and cost-cutting measures. The company reported Q2 2026 revenue of $7.7M and a net loss of $131M, with $545M in cash. Analysts have mixed views, with a mean price target of $7.22. RXRX is focusing on AI-driven drug development and has partnerships with companies like Genentech.

RXRX Stock Steadies As AI Drug Platform Gains Traction And Cash Burn Tightens

Recursion Pharmaceuticals (RXRX) stock rose 7.61% after positive AI-driven drug discovery results. The company reported Q2 2026 revenue of $7.7M, a net loss of $131M, and $545M in cash. It reduced its FY26 expense guidance to $375M, extending its cash runway into early 2028. Analysts have mixed views, with a consensus target of $7.22.

Recursion Pharmaceuticals Stock (RXRX) Opinions on Clinical Pipeline and AI Platform Developments

Recursion Pharmaceuticals (RXRX) is under scrutiny for its clinical pipeline and AI platform. Key milestones include Phase 2 data for REC-4881 and early results for REC-1245, with partnerships potentially unlocking milestone payments. The company's cash burn extends runway into early 2028. Investors debate the AI platform's ability to deliver consistent clinical wins. Q2 revenue missed expectations, and insiders have sold shares. Institutional investors have mixed positions, with some adding and

RXRX sentiment & insider activity

Over the past 7 days, alphai's AI scored 2 news stories mentioning RXRX (RECURSION PHARMACEUTICALS, INC.). Coverage has skewed bullish: 1 bullish, 1 neutral, and 0 bearish.

Recent RXRX coverage spans earnings, market movers and financial news.

In the last 30 days, RXRX insiders filed 1 SEC Form 4 transaction — no purchases and 1 sale ($98K). The most active reporter was Borgeson Blake with 1 filing. 100% of those filings were made under pre-arranged Rule 10b5-1 plans.

What's driving RXRX

  • Positive cash runway and partnership news may support short‑term upside, but heavy losses and execution risk keep downside potential.

    timothysykes.com · Aug 25, 2026

  • Strong cash runway and partner validation may support short‑term upside, but continued large losses keep downside risk high.

    stockstotrade.com · Aug 19, 2026

  • Negative pressure on stock due to insider sell‑offs and declining revenue.

    quiverquant.com · Aug 19, 2026

  • Near-term sentiment appears pressured by the earnings read-through (lower sales/revenue), while valuation narratives diverge (fair value $1.97 vs price $3.16).

    simplywall.st · Aug 15, 2026

  • Negative earnings surprise is directly tied to a down move, increasing near-term downside risk until the next update.

    benzinga.com · Aug 13, 2026

alphai scores every news story that mentions RXRX with an AI model for sentiment and relevance, and aggregates insider trades from RECURSION PHARMACEUTICALS, INC.'s SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $RXRX

Score

RXRX Tightens Cash, Advances AI Pipeline As Analysts Recalibrate

Recursion Pharmaceuticals (RXRX) stock rose 7.23% after reporting AI-driven drug discovery progress and cost-cutting measures. The company reported Q2 2026 revenue of $7.7M and a net loss of $131M, with $545M in cash. Analysts have mixed views, with a mean price target of $7.22. RXRX is focusing on AI-driven drug development and has partnerships with companies like Genentech.

Recursion Pharmaceuticals Stock (RXRX) Opinions on Clinical Pipeline and AI Platform Developments

Recursion Pharmaceuticals (RXRX) is under scrutiny for its clinical pipeline and AI platform. Key milestones include Phase 2 data for REC-4881 and early results for REC-1245, with partnerships potentially unlocking milestone payments. The company's cash burn extends runway into early 2028. Investors debate the AI platform's ability to deliver consistent clinical wins. Q2 revenue missed expectations, and insiders have sold shares. Institutional investors have mixed positions, with some adding and

$NETLow

Jim Cramer: Utilities Stocks 'Oversold,' Fastly 'Back From Abyss' - Cloudflare (NYSE:NET), Akamai Technol

Benzinga reports Jim Cramer’s comments alongside recent earnings updates. Vistra missed Q2 revenue and EPS estimates but grew adjusted EBITDA and reaffirmed full-year outlook. Recursion Pharmaceuticals reported worse-than-expected Q2 results. NextEra Energy had mixed Q2 results and reaffirmed guidance. Huntington Ingalls beat Q2 results and raised FY26 sales guidance. Fastly’s Q2 EPS beat estimates. Shares moved modestly.

$RXRXMed

Recursion (RXRX) Q2 2026 Earnings Call Transcript

Recursion (RXRX) discussed Q2 2026 progress on its internal pipeline and partnerships. It cited FDA engagement and upcoming Phase II updates for REC-4881, IND clearance for REC-7735, and continued Phase I dose escalation for REC-1245. With Roche-Genentech, it announced a first neuroscience target entering a joint early discovery program, and said it has achieved over $260M in upfront and milestones with potential for $300M+ more per program.

$ABSILow

The Biggest IPO of the Year Is Targeted in the Next 60 Days. Why One Unexpected Industry Could Rally Before Then (Hint: It’s Not Tech)

Anthropic is reportedly targeting an IPO in September or early October 2026, according to the Wall Street Journal. In investor meetings, it said it plans to expand healthcare and biology AI use cases. The article highlights potential AI-biotech beneficiaries, citing results and guidance for Absci, Recursion, Schrodinger, Twist Bioscience, and Tempus AI, including Tempus Q2 revenue of $382.49M and raised FY guidance to $1.595 to $1.605B.

$RXRXMedAI 8/10

Recursion Pharmaceuticals: Recursion Reports Second Quarter Financial Results; Genentech Options First Neuroscience Target into Early Discovery Program

Recursion Pharmaceuticals (Nasdaq: RXRX) reported second-quarter results for the period ended June 30, 2026 and provided pipeline updates. Genentech exercised an option to advance the collaboration’s first neuroscience target into an early discovery program. Recursion cut 2026 cash operating expense guidance to under $375 million. It also updated REC-4881 Phase 2 plans and said REC-7735 Phase 1/2 starts in 2H26.

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