Recursion To Be Featured in HighRes’ Lightning Talk at NVIDIA GTC

Rhea-AI Summary

Recursion (Nasdaq: RXRX) will be featured in HighRes’ Lightning Talk at NVIDIA GTC March 16–19, 2026 in San Jose. The session highlights AI agents, robotics, and digital twins supporting self-driving, high-throughput labs and biomanufacturing.

Presenters include HighRes CEO Ira Hoffman, NVIDIA moderator Stacie Calad-Thomson, and representatives from Multiply Labs and Thermo Fisher. Recursion says it operates integrated wet and dry labs, generates millions of multi-omic data points weekly, and leverages its NVIDIA-backed supercomputer BioHive-2 to train ML models for drug discovery.

Key Figures

Conference dates: March 16-19, 2026

1 metrics

Conference dates March 16-19, 2026 NVIDIA GTC AI Conference & Expo schedule in San Jose

Market Reality Check

Price: $3.41 Vol: Volume 18,765,239 is belo...

normal vol

$3.41 Last Close

Volume Volume 18,765,239 is below the 20-day average of 21,370,582, suggesting no unusual trading activity ahead of this announcement. normal

Technical Shares trade below the 200-day MA, with price at $3.42 versus the $4.88 moving average and 68.54% below the 52-week high.

Peers on Argus

RXRX was down 8.06% while close peers were mixed: ARQT down 8.38%, IDYA down 2.8...

1 Up

RXRX was down 8.06% while close peers were mixed: ARQT down 8.38%, IDYA down 2.8%, but TVTX up 3.09% and GLPG roughly flat. Momentum data show only TVTX in the scanner, reinforcing a stock-specific move rather than a broad sector rotation.

Common Catalyst Peer news flow was limited, with only IDYA reporting a management change, indicating no shared catalyst around AI or automation across the group.

Historical Context

5 past events · Latest: Feb 18 (Neutral)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Feb 18	Earnings date notice	Neutral	+2.0%	Scheduled Q4 and full-year 2025 results and (L)earnings call date.
Feb 12	Equity inducement awards	Neutral	-3.5%	Inducement RSU grants to 17 new employees under 2024 plan.
Jan 06	Conference presentations	Positive	+4.1%	Planned presentations at J.P. Morgan and Needham healthcare conferences.
Dec 08	Clinical data update	Positive	+2.3%	Positive Phase 1b/2 TUPELO results for REC-4881 in FAP.
Dec 01	Clinical webinar notice	Positive	-5.8%	Announcement of webinar for upcoming TUPELO trial data readout.

Pattern Detected

RXRX has generally reacted positively to clinically oriented and visibility-boosting news, with occasional negative moves around event/webinar notices.

Recent Company History

Over the past few months, RXRX has issued a mix of clinical, corporate, and event-focused updates. An earnings date announcement on Feb 25, 2026 coincided with a 2.02% gain, while inducement equity awards on Feb 6, 2026 saw shares fall 3.5%. Investor conferences in early January drove a 4.12% rise, and positive Phase 1b/2 TUPELO data on Dec 8, 2025 aligned with a 2.34% gain. A prior TUPELO webinar notice on Dec 1, 2025 preceded a 5.83% decline, showing mixed reactions to non-data events.

Market Pulse Summary

This announcement spotlights RXRX’s role in advanced AI-driven drug discovery, highlighting collabor...

Analysis

This announcement spotlights RXRX’s role in advanced AI-driven drug discovery, highlighting collaboration with HighRes on self-driving, high-throughput labs and use of its BioHive-2 supercomputer. Historically, the stock has reacted more strongly to concrete clinical data and major conference presentations than to general visibility events. Investors may watch how this AI positioning complements prior TUPELO trial progress and upcoming Feb 25, 2026 business and financial updates.

Key Terms

ai agents, digital twins, self-driving labs, biomanufacturing, +2 more

6 terms

ai agents technical

"The talk, “AI Agents, Robotics, and Digital Twins: The Full Stack"

AI agents are computer programs designed to perform tasks or make decisions automatically, often by learning from data and adapting to new information. They act like virtual assistants or robots that can handle complex activities without human intervention, which can help businesses and individuals save time and improve efficiency. For investors, AI agents matter because they can enhance decision-making and automate processes that influence markets and financial outcomes.

digital twins technical

"AI Agents, Robotics, and Digital Twins: The Full Stack of Self-Driving"

Digital twins are virtual replicas of physical objects, systems, or processes that simulate their real-world counterparts in real time. They allow users to monitor, analyze, and predict how the actual entity will behave under different conditions. For investors, digital twins can provide valuable insights into performance and potential risks, helping to make better-informed decisions.

self-driving labs technical

"The Full Stack of Self-Driving Labs and Biomanufacturing,” will showcase"

Self-driving labs are research facilities where robots, sensors and artificial intelligence plan, run and analyze experiments with minimal human oversight, automating tasks that scientists would normally do by hand. Investors care because these systems can shorten development times, cut research costs and increase the pace of discoveries—like converting a slow artisan workshop into an automated assembly line—potentially accelerating product launches and improving return on R&D investment.

biomanufacturing medical

"Full Stack of Self-Driving Labs and Biomanufacturing,” will showcase how AI"

Making medicines, vaccines and other products using living cells or biological systems instead of purely chemical processes; it is the industrial-scale “cooking” of biological ingredients into finished medical products. Investors care because biomanufacturing determines how quickly and cheaply a company can deliver therapies, meet demand, pass regulatory checks and protect earnings—like a bakery’s ovens and recipes deciding how much bread it can sell and at what cost.

multi-omic medical

"The company generates millions of multi-omic data points each week"

Multi-omic describes the combined analysis of different biological data types—such as genes, proteins and small molecules—to get a fuller picture of how living systems work. Think of it like studying a recipe (genes), the ingredients list (proteins) and the final dish (metabolites) together rather than separately. For investors, multi-omic approaches can improve drug discovery, diagnostics and patient targeting, potentially raising the odds of successful, marketable products.

supercomputer technical

"powered by Recursion’s NVIDIA-backed supercomputer, BioHive-2."

A supercomputer is an extremely powerful computer built to perform massive calculations and process huge amounts of data far faster than ordinary machines; think of it as an industrial-scale calculator compared with a household one. Investors care because supercomputers enable advanced research, simulations and artificial intelligence tasks that can speed product development, cut costs, and create competitive advantages—factors that may boost revenue, margins and company valuation.

AI-generated analysis. Not financial advice.

Salt Lake City, Feb. 23, 2026 (GLOBE NEWSWIRE) -- Recursion (Nasdaq: RXRX), a leading clinical stage TechBio company decoding biology to radically improve lives, announced today it will be featured in HighRes’ Lightning Talk at the NVIDIA GTC AI Conference & Expo happening March 16-19 in San Jose. Moderated by Stacie Calad-Thomson, Business Development Lead for Healthcare and Life Sciences at NVIDIA, the talk, “AI Agents, Robotics, and Digital Twins: The Full Stack of Self-Driving Labs and Biomanufacturing,” will showcase how AI, automation, and robotics are driving the new era of drug discovery and development.

Presenter Ira Hoffman, CEO of HighRes Biosolutions, will share how they are collaborating with clinical stage AI drug discovery company Recursion on the potential for self-driving, high-throughput labs using advanced automation and orchestration. This collaboration is enabled by HighRes technologies including robotic perception, digital twins of laboratory environments, and natural language-driven lab orchestration that together support the foundation for self-driving laboratories. Other presenters include Fred Parietti, Co-Founder and CEO of Multiply Labs and Olga Ovchinnikova, Director of Product Management, Digital Labs, at Thermo Fisher Scientific.

Recursion has been developing its lab operations for more than a decade, and now operates one of the most sophisticated integrated wet and dry labs for AI drug discovery. The company generates millions of multi-omic data points each week that train its machine learning foundation models to enable end-to-end improvements in the drug discovery process – from novel biological discoveries, to precision drug design, to optimized clinical trials – all powered by Recursion’s NVIDIA-backed supercomputer, BioHive-2.

“Recursion continues to push the frontier of drug discovery through the power of accelerated computing and AI,” said Rory Kelleher, Senior Director, Global Head of Business Development, Healthcare and Life Sciences at NVIDIA. “This year at GTC, we’re collaborating across the ecosystem to move Physical AI from concept to reality, unlocking a new era of biological insight and therapeutic speed.”

Learn more here: https://www.nvidia.com/gtc/session-catalog/sessions/gtc26-s81674/. 

About Recursion
Recursion (NASDAQ: RXRX) is a clinical stage TechBio company leading the space by decoding biology to radically improve lives. Enabling its mission is the Recursion OS, a platform built across diverse technologies that continuously generate one of the world’s largest proprietary biological and chemical datasets. Recursion leverages sophisticated machine-learning algorithms to distill from its dataset a collection of trillions of searchable relationships across biology and chemistry unconstrained by human bias. By commanding massive experimental scale — up to millions of wet lab experiments weekly — and massive computational scale — owning and operating one of the most powerful supercomputers in the world, Recursion is uniting technology, biology and chemistry to advance the future of medicine.
Recursion is headquartered in Salt Lake City, where it is a founding member of BioHive, the Utah life sciences industry collective. Recursion also has offices in Montréal, New York, London, and the Oxford area. Learn more at www.recursion.com, or connect on X and LinkedIn.

Investor Contact
investor@recursion.com

Media Contact
media@recursion.com

FAQ

When is Recursion (RXRX) featured at NVIDIA GTC 2026?

Recursion (RXRX) will be featured during NVIDIA GTC, March 16–19, 2026 in San Jose. According to the company, the HighRes Lightning Talk will present on AI agents, robotics, and digital twins that support self-driving lab workflows and biomanufacturing.

What topic will Recursion (RXRX) be part of at the HighRes Lightning Talk?

The talk covers AI agents, robotics, and digital twins for self-driving labs and biomanufacturing. According to the company, speakers will demonstrate how automation, robotic perception, and digital twins enable high-throughput drug discovery workflows.

Who represents Recursion (RXRX) or its collaborators at the NVIDIA GTC session?

Presenters include Ira Hoffman of HighRes and moderators from NVIDIA; Recursion is showcased as a collaborator. According to the company, speakers also include executives from Multiply Labs and Thermo Fisher Scientific.

How does Recursion (RXRX) support its AI drug discovery platform?

Recursion runs integrated wet and dry labs and generates millions of multi-omic data points weekly. According to the company, those data train machine learning foundation models run on the NVIDIA-backed supercomputer BioHive-2 to accelerate discovery.

What technologies are highlighted in the HighRes Lightning Talk featuring Recursion (RXRX)?

The session highlights robotic perception, digital twins, and natural language-driven lab orchestration. According to the company, these technologies together form the foundation for self-driving, high-throughput laboratory operations and automated biomanufacturing.

Where can investors find more information about Recursion (RXRX) participation at NVIDIA GTC?

Details are available on the NVIDIA GTC session catalog and the event schedule for March 16–19, 2026. According to the company, the session page lists presenters, topics, and how the talk showcases collaborations with Recursion.