Repligen (NASDAQ:RGEN) Updates FY 2026 Earnings Guidance

Repligen (NASDAQ:RGEN) issued an update on its FY 2026 earnings guidance on Tuesday morning. The company provided 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

A number of analysts have weighed in on the stock. Roth Capital assumed coverage on shares of Repligen in a research note on Friday, April 17th. They set a “buy” rating and a $160.00 target price on the stock. Barclays upped their price objective on shares of Repligen from $145.00 to $160.00 and gave the company an “overweight” rating in a research note on Wednesday, May 6th. Citigroup upgraded Repligen to a “buy” rating in a research report on Tuesday, July 7th. Evercore reaffirmed an “outperform” rating and set a $160.00 price objective on shares of Repligen in a research report on Monday, July 6th. Finally, HSBC cut their target price on shares of Repligen from $170.00 to $150.00 and set a “buy” rating on the stock in a research note on Wednesday, June 3rd. Two investment 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 issued a Sell rating to the company. According to data from MarketBeat, Repligen has an average rating of “Moderate Buy” and a consensus target price of $166.07.

Repligen Stock Up 0.5%

Shares of NASDAQ:RGEN traded up $0.66 during mid-day trading on Thursday, hitting $141.88. 107,910 shares of the company traded hands, compared to its average volume of 1,016,458. The stock has a 50-day moving average price of $133.54 and a two-hundred day moving average price of $131.70. Repligen has a 12-month low of $100.99 and a 12-month high of $175.77. The stock has a market cap of $8.00 billion, a P/E ratio of 194.22, a P/E/G ratio of 2.80 and a beta of 1.06. The company has a current ratio of 9.05, a quick ratio of 7.78 and a debt-to-equity ratio of 0.26.

Repligen (NASDAQ:RGEN) last posted its earnings results on Tuesday, July 28th. The biotechnology company reported $0.54 EPS for the quarter, topping the consensus estimate of $0.45 by $0.09. Repligen had a net margin of 5.29% and a return on equity of 5.30%. The firm had revenue of $204.13 million for the quarter, compared to analysts’ expectations of $201.59 million. During the same quarter last year, the firm earned $0.26 EPS. The company’s quarterly revenue was up 11.9% compared to the same quarter last year. Repligen has set its FY 2026 guidance at 2.030-2.090 EPS. On average, equities research analysts forecast that Repligen will post 1.99 earnings per share for the current year.

Insiders Place Their Bets

In related news, CFO Jason K. Garland sold 733 shares of the firm’s stock in a transaction that occurred on Thursday, June 25th. The shares were sold at an average price of $145.00, for a total value of $106,285.00. Following the completion of the transaction, the chief financial officer directly owned 19,359 shares of the company’s stock, valued at approximately $2,807,055. This trade represents a 3.65% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. 0.60% of the stock is owned by corporate insiders.

Repligen News Roundup

Here are the key news stories impacting Repligen this week:

• Positive Sentiment: Q2 earnings beat expectations: Repligen reported revenue of approximately $204.1 million, up 11.9% year over year and ahead of the $201.6 million consensus estimate. Adjusted earnings per share reached $0.54, surpassing expectations of $0.45 and more than doubling the prior-year figure. Repligen Beats Q2 Earnings Estimates, Raises 2026 View
• Positive Sentiment: Raised 2026 guidance: Management increased its organic revenue-growth outlook to 10.5%-13.5% and raised adjusted EPS guidance to $2.03-$2.09. The company also cited stronger orders, improving second-half visibility and broad-based demand across key product lines. Repligen jumps after Q2 beat and higher 2026 outlook
• Positive Sentiment: JPMorgan raised its price target: JPMorgan increased its target from $165 to $175 while maintaining an Overweight rating, signaling confidence that earnings momentum can support further upside. JPMorgan price target report
• Positive Sentiment: BioLife Solutions acquisition viewed as a potential growth driver: Management characterized the pending transaction as supportive of long-term revenue growth, margin expansion and earnings accretion. Repligen held an M&A call with BioLife Solutions
• Neutral Sentiment: Valuation remains demanding: Canaccord Genuity maintained a Hold rating and $145 price target, noting that strong operating momentum is substantially reflected in the stock’s valuation. Repligen valuation and analyst rating
• Negative Sentiment: Recent insider activity has been limited to sales: Chief Executive Officer Olivier Loeillot and CFO Jason Garland sold shares during the past six months, which may provide a modest cautionary signal but does not directly change the company’s operating outlook.

Institutional Trading of Repligen

A number of institutional investors have recently added to or reduced their stakes in RGEN. Measured Wealth Private Client Group LLC bought a new stake in shares of Repligen during the third quarter valued at about $29,000. Los Angeles Capital Management LLC purchased a new stake in Repligen in the 4th quarter worth approximately $36,000. Itau Unibanco Holding S.A. boosted its holdings 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 purchasing an additional 104 shares during the period. Johnson Financial Group Inc. purchased a new position in shares of Repligen during the 3rd quarter valued at $65,000. Finally, Wilmington Savings Fund Society FSB increased its holdings in shares of Repligen by 2,750.0% in the third quarter. Wilmington Savings Fund Society FSB now owns 513 shares of the biotechnology company’s stock worth $69,000 after purchasing an additional 495 shares during the period. Hedge funds and other institutional investors own 97.64% of the company’s stock.

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.