Recursion Pharmaceuticals (RXRX) Gains Analyst Confidence: Target Raised to $7.14 per Share

DeFi_Dad_Jokes · 2025-12-31T15:44:36+00:00

Analyst projections for Recursion Pharmaceuticals have improved, with a target of $7.14 per share reflecting substantial potential upside. Institutional investment remains strong despite a slight decrease in fund holders, and options sentiment indicates bullishness. Major investors show mixed strategies, suggesting cautious optimism. Overall, confidence in RXRX is growing, though varied analyst views highlight uncertainty.

DeFi_Dad_Jokes

2025-12-31 15:44:36

Abstract generation in progress

Analyst estimates for Recursion Pharmaceuticals have gotten more bullish. The consensus price target for the biotech company now stands at $7.14 per share, reflecting a 10.53% bump from the previous $6.46 estimate released in early December. With current trading near $4.26, this represents substantial upside of 67.61%. Notably, analyst targets span a wide range, from as low as $3.03 to as high as $11.55—suggesting divided views on the stock’s trajectory.

Institutional Money is Flowing In—But With Nuance

The picture from the institutional side is encouraging overall. A total of 505 funds and institutions now hold positions in RXRX, though this marks a slight pullback of 22 holders, or 4.17%, from the previous quarter. Despite fewer participants, institutions have actually increased their total holdings by 4.20% to 378.294 million shares, signaling that the remaining players are doubling down.

The average portfolio weight across all funds holding RXRX climbed to 0.18%—up notably from prior levels. Put/call ratio data further supports a bullish camp, with the ratio sitting at 0.24, a metric that typically indicates more bullish than bearish sentiment in the options market.

What the Biggest Holders Are Doing

ARK Investment Management commands the largest position with 33.545 million shares, representing 6.52% ownership. The firm expanded this stake by 1.66% (adding roughly 556,000 shares), though it trimmed its overall portfolio allocation in RXRX by 20.38% over the quarter—a common rebalancing move as positions grow.

Baillie Gifford holds the second-largest stake at 23.979 million shares (4.66% of the company). This firm actually reduced its position slightly by 0.81%, cutting portfolio weight by 5.12%. The modest pullback may reflect profit-taking or portfolio optimization.

ARKK—ARK Innovation ETF rounds out the top holders with 19.950 million shares (3.88% ownership), up 6.50% from its prior level. Like its parent company, ARKK pared back its RXRX allocation by 27.92% as the position appreciated.

Long-term holders Softbank Group (14.667 million shares, 2.85%) and Kinnevik AB (13.434 million shares, 2.61%) maintained their stakes unchanged during the quarter, suggesting conviction in their existing holdings.

The Bottom Line

Recursion Pharmaceuticals appears to be gaining traction both in analyst circles and among sophisticated institutional investors. The rising price targets, expanding fund holdings, and bullish options sentiment paint a picture of increasing confidence in the biotech name. That said, the pullback in portfolio allocations by some of the largest holders—even as share counts grew—suggests they’re managing risk amid the appreciation. For investors watching RXRX, these signals point to a stock that’s caught genuine institutional interest, though the wide range of analyst targets remains a reminder that conviction is far from universal.

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