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 2.030-2.090 for the period, compared to the consensus earnings per share estimate of 2.000. The company issued revenue guidance of $813.0 million-$835.0 million, compared to the consensus revenue estimate of $819.5 million.

Wall Street Analyst Weigh In

RGEN has been the subject of a number of recent research reports. Barclays boosted their target price on Repligen from $145.00 to $160.00 and gave the company an “overweight” rating in a research note on Wednesday, May 6th. Weiss Ratings upgraded shares of Repligen from a “sell (d)” rating to a “sell (d+)” rating in a research report on Tuesday, July 14th. Royal Bank Of Canada began coverage on shares of Repligen in a report on Thursday, May 14th. They issued an “outperform” rating and a $160.00 target price for the company. Jefferies Financial Group reissued a “hold” rating and issued a $142.00 price objective on shares of Repligen in a research report on Tuesday, May 5th. Finally, Citigroup upgraded shares of Repligen to a “buy” rating in a report on Tuesday, July 7th. Two research analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, two have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $165.36.

Repligen Trading Up 0.0%

NASDAQ:RGEN traded up $0.07 on Wednesday, reaching $145.41. The company’s stock had a trading volume of 197,195 shares, compared to its average volume of 1,012,834. The stock has a 50 day moving average price of $132.95 and a 200 day moving average price of $131.88. Repligen has a 12-month low of $100.99 and a 12-month high of $175.77. The company has a quick ratio of 7.78, a current ratio of 9.20 and a debt-to-equity ratio of 0.26. The firm has a market cap of $8.20 billion, a price-to-earnings ratio of 161.10, a price-to-earnings-growth ratio of 2.53 and a beta of 1.06.

Repligen (NASDAQ:RGEN) last released its quarterly earnings data on Tuesday, July 28th. The biotechnology company reported $0.54 EPS for the quarter, beating analysts’ consensus estimates of $0.45 by $0.09. The business had revenue of $204.13 million for the quarter, compared to the consensus estimate of $201.59 million. Repligen had a return on equity of 4.88% and a net margin of 6.73%.The business’s revenue for the quarter was up 11.9% on a year-over-year basis. During the same quarter in the prior year, the business posted $0.26 EPS. Repligen has set its FY 2026 guidance at 2.030-2.090 EPS. On average, equities analysts anticipate that Repligen will post 1.99 EPS for the current fiscal year.

Insiders Place Their Bets

In other Repligen news, CFO Jason K. Garland sold 733 shares of the stock in a transaction that occurred on Thursday, June 25th. The shares were sold at an average price of $145.00, for a total transaction of $106,285.00. Following the transaction, the chief financial officer owned 19,359 shares of the company’s stock, valued at $2,807,055. This trade represents a 3.65% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Company insiders own 0.60% of the company’s stock.

Repligen News Summary

Here are the key news stories impacting Repligen this week:

• Positive Sentiment: Quarterly results exceeded expectations: Q2 revenue rose 12% year over year to $204.1 million, slightly above the $201.6 million consensus estimate. Adjusted EPS was $0.54, versus expectations of approximately $0.45 and $0.37 a year earlier. Repligen Beats Q2 Earnings and Revenue Estimates
• Positive Sentiment: Guidance was raised: Repligen now expects 2026 organic revenue growth of 10.5% to 13.5% and adjusted diluted EPS of $2.03 to $2.09. Full-year reported revenue guidance is $813 million to $835 million, supporting investor confidence in second-half growth. Repligen Q2 Results and Updated Guidance
• Positive Sentiment: Profitability improved on an adjusted basis: Adjusted operating income increased 55% to $34 million, while adjusted operating margin expanded to 16.7% from 12.0%. Management cited strong orders, sequential acceleration and better visibility into the second half. Repligen Reports Q2 Growth and Raises Guidance
• Positive Sentiment: BioLife Solutions acquisition adds a strategic catalyst: Repligen said its planned acquisition should strengthen its cell-therapy position and be accretive to revenue growth, margins and adjusted EPS over time. The company also ended Q2 with $810 million in cash, cash equivalents and marketable securities. Repligen Reports Q2 Growth and Raises Guidance
• Neutral Sentiment: William Blair analyst Matt Larew maintained a Buy rating, while recent analyst targets included a median of $160 and a high of $185. These targets may support sentiment but also indicate that some of the favorable outlook could already be reflected in the stock. Repligen Earns Buy Rating
• Negative Sentiment: GAAP earnings weakened: Net income fell to $5.0 million from $14.9 million, and diluted GAAP EPS declined to $0.09 from $0.26. The GAAP net margin dropped to 2.5% from 8.2%, partly reflecting higher taxes and acquisition-related costs. Repligen Q2 Revenue Rises 12%

Institutional Inflows and Outflows

Institutional investors have recently made changes to their positions in the company. Empowered Funds LLC acquired a new position in shares of Repligen in the fourth quarter worth about $209,000. Diversify Advisory Services LLC purchased a new position in shares of Repligen during the 2nd quarter valued at approximately $208,000. Compound Planning Inc. bought a new stake in shares of Repligen in the fourth quarter worth $204,000. Mercer Global Advisors Inc. ADV acquired a new stake in Repligen in the fourth quarter valued at $204,000. Finally, Polar Capital Holdings Plc acquired a new position in Repligen during the 4th quarter worth $202,000. 97.64% of the stock is owned by institutional investors and hedge funds.

Repligen Company Profile

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.