Repligen (NASDAQ:RGEN) Updates FY 2026 Earnings Guidance

Repligen (NASDAQ:RGEN) updated its FY 2026 earnings guidance on Tuesday. The company provided earnings per share (EPS) guidance of 1.930-2.010 for the period, compared to the consensus estimate of 2.060. The company issued revenue guidance of $810.0 million-$840.0 million, compared to the consensus revenue estimate of $822.8 million.

Wall Street Analysts Forecast Growth

Several research analysts recently commented on the company. Wells Fargo & Company reduced their target price on Repligen from $190.00 to $180.00 and set an “overweight” rating for the company in a research report on Wednesday. Wall Street Zen raised shares of Repligen from a “hold” rating to a “buy” rating in a research note on Saturday, February 7th. Barclays cut their price target on shares of Repligen from $200.00 to $175.00 and set an “overweight” rating for the company in a research note on Wednesday. UBS Group dropped their target price on Repligen from $200.00 to $195.00 and set a “buy” rating for the company in a report on Wednesday. Finally, Weiss Ratings raised Repligen from a “sell (d+)” rating to a “hold (c-)” rating in a report on Tuesday, February 17th. One research analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $174.58.

Repligen Trading Up 0.9%

RGEN opened at $133.35 on Thursday. Repligen has a 1-year low of $102.96 and a 1-year high of $175.77. The firm has a 50-day moving average price of $155.34 and a two-hundred day moving average price of $146.77. The stock has a market capitalization of $7.51 billion, a PE ratio of 156.64, a PEG ratio of 2.54 and a beta of 1.13. The company has a current ratio of 8.37, a quick ratio of 7.14 and a debt-to-equity ratio of 0.26.

Repligen (NASDAQ:RGEN) last posted its quarterly earnings data on Tuesday, February 24th. The biotechnology company reported $0.49 earnings per share for the quarter, topping the consensus estimate of $0.44 by $0.05. The firm had revenue of $197.91 million during the quarter, compared to analysts’ expectations of $192.23 million. Repligen had a net margin of 6.62% and a return on equity of 4.71%. Repligen’s revenue was up 18.1% on a year-over-year basis. During the same quarter in the previous year, the company posted $0.44 EPS. Repligen has set its FY 2026 guidance at 1.930-2.010 EPS. As a group, equities analysts anticipate that Repligen will post 1.72 earnings per share for the current fiscal year.

Insider Activity at Repligen

In related news, Director Karen A. Dawes sold 275 shares of the business’s stock in a transaction that occurred on Wednesday, December 17th. The shares were sold at an average price of $161.00, for a total transaction of $44,275.00. Following the completion of the sale, the director directly owned 91,821 shares of the company’s stock, valued at $14,783,181. The trade was a 0.30% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link. 1.20% of the stock is currently owned by corporate insiders.

Key Repligen News

Here are the key news stories impacting Repligen this week:

• Positive Sentiment: Q4 beat — Repligen reported EPS of $0.49 (vs. $0.44 consensus) and ~18% y/y revenue growth, showing solid organic demand and margin improvement, which underpins near-term fundamentals. Read More.
• Positive Sentiment: Management commentary/guidance — Company commentary and its 2026 outlook were described as confident, signaling a clear growth path that supports revenue and EPS trajectory. Read More.
• Positive Sentiment: Strategic narrative shift — Coverage highlights new commercial targets, product initiatives and potential M&A as part of management’s growth story, which investors may view as additional upside if execution continues. Read More.
• Neutral Sentiment: Analyst posture mixed — Some firms maintain Buy/Overweight but flag limited upside at current valuation (e.g., Canaccord maintained a Hold at $165), leaving conviction split across desks. Read More.
• Neutral Sentiment: Earnings materials available — Full Q4 2025 earnings call transcripts and commentary are online for investors who want granular revenue/margin and product-discussion context. Read More.
• Negative Sentiment: Price-target trims — UBS trimmed its target to $195, Barclays cut to $175, and Wells Fargo moved to $180; although ratings remain Buy/Overweight in several cases, the downward adjustments signal moderated analyst upside expectations and weigh on sentiment. Read More. Read More.
• Negative Sentiment: Near-term sell-off context — Commentary pieces explain the recent intraday pullback (valuation rotation + target cuts), which helps explain volatility despite the beat. Read More.

Hedge Funds Weigh In On Repligen

Several institutional investors and hedge funds have recently made changes to their positions in the company. UMB Bank n.a. increased its stake in Repligen by 13.8% in the 4th quarter. UMB Bank n.a. now owns 758 shares of the biotechnology company’s stock valued at $124,000 after buying an additional 92 shares during the last quarter. CANADA LIFE ASSURANCE Co boosted its position in Repligen by 0.3% during the third quarter. CANADA LIFE ASSURANCE Co now owns 36,599 shares of the biotechnology company’s stock worth $4,542,000 after purchasing an additional 100 shares during the period. Itau Unibanco Holding S.A. grew its stake in Repligen by 38.0% in the 4th quarter. Itau Unibanco Holding S.A. now owns 378 shares of the biotechnology company’s stock valued at $62,000 after buying an additional 104 shares during the last quarter. Cerity Partners LLC grew its position in shares of Repligen by 6.1% in the fourth quarter. Cerity Partners LLC now owns 2,718 shares of the biotechnology company’s stock valued at $445,000 after purchasing an additional 157 shares during the last quarter. Finally, Smartleaf Asset Management LLC grew its holdings in Repligen by 15.2% in the 4th quarter. Smartleaf Asset Management LLC now owns 1,327 shares of the biotechnology company’s stock valued at $221,000 after buying an additional 175 shares in the last quarter. Institutional investors and hedge funds own 97.64% of the company’s stock.

About Repligen

Repligen Corporation (NASDAQ:RGEN) is a life sciences company that develops and manufactures high-value consumable products for bioprocessing applications. Founded in 1981 and headquartered in Waltham, Massachusetts, the company specializes in technologies that support the development and production of biopharmaceuticals. Repligen’s offerings include chromatography resins, filtration membranes, single-use technologies and systems for downstream purification and upstream processing.

The company’s core product lines encompass Protein A affinity resins, designed for monoclonal antibody purification, and a portfolio of ion exchange, multimodal and hydrophobic interaction resins.