Repligen Corporation

Repligen Corporation

RGENยทNASDAQ

$121.73

-0.30%
HealthcareMedical - Instruments & Supplies

Repligen Corporation develops and commercializes bioprocessing technologies and systems for use in biological drug manufacturing process in North America, Europe, the Asia Pacific, and internationally. It offers Protein A ligands that are the binding components of Protein A affinity chromatography resins; and cell culture growth factor products. The company's chromatography products include OPUS pre-packed chromatography columns, which are used in the purification of biologics; and OPUS smaller-scale columns that are used in the high throughput process development screening, viral clearance validation studies, and scale down validation of chromatography processes. It also offers ELISA test kits; and chromatography resins under the CaptivA brand. In addition, the company provides filtration products, such as XCell Alternating Tangential Flow systems that are filtration devices used in upstream perfusion and cell culture processing; TangenX flat sheet cassettes, which are used in downstream biologic drug concentration and formulation processes; KrosFlo tangential flow filtration and tangential flow depth filtration systems; Spectra/Por laboratory and process dialysis products, and SpectraFlo dynamic dialysis systems; and ProConnex single-use hollow fiber. Further, it provides process analytics products, such as slope spectroscopy systems under the SoloVPE, FlowVPE, and FlowVPX brands. The company sells its products to life sciences, biopharmaceutical, and diagnostics companies; laboratory researchers; and contract manufacturing organizations. Repligen Corporation has collaboration agreements with Navigo Proteins GmbH to develop multiple affinity ligands. Repligen Corporation was incorporated in 1981 and is headquartered in Waltham, Massachusetts.

At a Glance

Live Snapshot
Market Cap$6.87B
EPS0.8700
P/E Ratio139.92
Earnings Date08/04/2026
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Repligen Corporation Street Expectations Map

RGEN ยท NASDAQ

Wall Street analysts project that RGEN stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 163.14, with estimates ranging from a low of 142.00 to a high of 200.00.

Lowest Target
142.00
16.65%
Consensus Target
163.14
34.02%
Highest Target
200.00
64.30%

The consensus 1-year price target stands at 163.14, with estimates ranging from a low of 142.00 to a high of 200.00.

Analyst Consensus Analysis

Upside Potential

+34.0%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

35.6% spread

Good consensus alignment. Moderate target spread reflects general agreement on value drivers with some variance in assumptions.

Analyst Conviction

High

Positive outlook with reasonable agreement. Analysts generally optimistic about prospects with manageable uncertainty.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

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Repligen Corporation Forward Estimates of Revenue

RGEN ยท NASDAQ
Latest Revenue
738.26M
FY 2025
Avg Estimate
822.84M
FY 2026
Estimate Range
797.69M - 836.02M
Analyst Spread

Forward Growth Analysis

Projected Growth+11.5%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage14 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread5%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Repligen Corporation Forward Estimates of Net Income

RGEN ยท NASDAQ
Latest Net Income
48.89M
FY 2025
Avg Estimate
115.36M
FY 2026
Estimate Range
110.83M - 119.88M
Analyst Spread

Forward Growth Analysis

Projected Growth+135.9%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage14 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread8%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Repligen Corporation Forward Estimates of EPS

RGEN ยท NASDAQ
Latest EPS
0.87
FY 2025
Avg Estimate
$2.08
FY 2026
Estimate Range
$1.98 - $2.14
Analyst Spread

Forward Growth Analysis

Projected Growth+139.4%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage11 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread8%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Repligen Corporation Forward Estimates of EBIT

RGEN ยท NASDAQ
Latest EBIT
85.56M
FY 2025
Avg Estimate
131.52M
FY 2026
Estimate Range
127.50M - 133.62M
Analyst Spread

Forward Growth Analysis

Projected Growth+53.7%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage14 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread5%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Repligen Corporation Forward Estimates of EBITDA

RGEN ยท NASDAQ
Latest EBITDA
164.30M
FY 2025
Avg Estimate
209.68M
FY 2026
Estimate Range
203.27M - 213.04M
Analyst Spread

Forward Growth Analysis

Projected Growth+27.6%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage14 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread5%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Repligen Corporation Forward Estimates of SG&A Expense

RGEN ยท NASDAQ
Latest SG&A Expense
290.51M
FY 2025
Avg Estimate
256.61M
FY 2026
Estimate Range
248.77M - 260.72M
Analyst Spread

Forward Growth Analysis

Projected Growth-11.7%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage14 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread5%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Repligen Corporation Insider Positioning

RGEN ยท NASDAQ

During the last 12 months, insiders have purchased $202K and sold $2.76M worth of RGEN shares, resulting in $2.55M of net selling activity.

3 Months

Bought

0

0.00

Sold

3.8K

536.48K

Net Activity

-536K

-$536K

3-6 Months

Bought

0

0.00

Sold

275

44.27K

Net Activity

-44K

-$44K

6-9 Months

Bought

0

0.00

Sold

13.8K

2.18M

Net Activity

-2.2M

-$2.18M

9-12 Months

Bought

1.8K

201.83K

Sold

0

0.00

Net Activity

+202K

+$202K

Top Buyers

1
MMD

Madaus Martin D

Director

1.8K sharesโ€ข1 transactions

$202K

Top Sellers

1
LO

Loeillot Olivier

Director, Officer: Chief Executive Officer

10.9K sharesโ€ข2 transactions

$1.73M

2
HA

Hunt Anthony

Director

4.6K sharesโ€ข3 transactions

$647K

3
BJ

Bylund James

Officer: Chief Operating Officer

2.2K sharesโ€ข1 transactions

$331K

4
DKA

Dawes Karen A

Director

275 sharesโ€ข1 transactions

$44K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $2.55M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.07:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$536K

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

4 insider sellers vs. 1 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.