## Recursion Pharmaceuticals Sees Notable Shift in Analyst Conviction and Institutional Backing

Recursion Pharmaceuticals (RXRX) is gaining traction among market participants as fresh analyst assessments point to stronger growth prospects. The consensus one-year price target has climbed to $7.14 per share, marking a 10.53% upward revision from the previous consensus of $6.46 recorded on December 3, 2025. This adjustment reflects growing confidence, with individual analyst forecasts spanning a broad range from $3.03 to $11.55 per share—suggesting the stock could appreciate 67.61% from its current trading level of $4.26.

**Institutional Players Reshuffling Positions**

The institutional landscape for RXRX reveals nuanced positioning changes. A total of 505 funds and institutions maintain RXRX holdings, though this represents a slight contraction of 22 positions (4.17%) compared to the previous quarter. Despite the pullback in investor count, aggregate institutional ownership expanded by 4.20% to 378.29 million shares, with the average fund allocation standing at 0.18%—up 0.59% sequentially. Options market data adds another layer of bullish sentiment, with a put/call ratio of 0.24 indicating traders are leaning toward upside scenarios.

**Major Stakeholder Activity**

ARK Investment Management commands the largest stake at 33.55 million shares (6.52% ownership), having increased its position by 1.66% in recent filings despite trimming its portfolio weight allocation by 20.38%. Baillie Gifford holds 23.98 million shares representing 4.66% ownership, though the firm slightly reduced its position by 0.81% while cutting its portfolio concentration by 5.12%. The ARK Innovation ETF (ARKK) holds 19.95 million shares (3.88%), reflecting a 6.50% uptick in share count offset by a 27.92% reduction in relative portfolio weighting.

Long-term holders Softbank Group (14.67 million shares, 2.85% stake) and Kinnevik AB (13.43 million shares, 2.61% stake) maintained their positions unchanged during the quarter, suggesting conviction in Recursion's medium-term trajectory.