Brokers Offer Predictions for Replimune Group Q2 Earnings

Key Points

• HC Wainwright has lowered its Q2 2026 earnings per share estimate for Replimune Group to ($0.92), down from a previous estimate of ($0.78).
• Replimune's stock has seen several downgrades, with Barclays reducing its price target from $17.00 to $3.00 and Wedbush lowering theirs to $4.00.
• Insider selling activity includes Konstantinos Xynos selling 7,952 shares, indicating a 5.13% decrease in his position, while company insiders collectively own 8.80% of the company's stock.

Replimune Group, Inc. (NASDAQ:REPL - Free Report) - Equities researchers at HC Wainwright lowered their Q2 2026 earnings estimates for shares of Replimune Group in a report issued on Wednesday, July 23rd. HC Wainwright analyst R. Burns now forecasts that the company will post earnings per share of ($0.92) for the quarter, down from their previous forecast of ($0.78). HC Wainwright has a "Neutral" rating on the stock. The consensus estimate for Replimune Group's current full-year earnings is ($2.97) per share. HC Wainwright also issued estimates for Replimune Group's Q3 2026 earnings at ($0.95) EPS, Q4 2026 earnings at ($0.97) EPS and FY2026 earnings at ($3.75) EPS.

Replimune Group (NASDAQ:REPL - Get Free Report) last issued its quarterly earnings results on Thursday, May 22nd. The company reported ($0.82) EPS for the quarter, missing analysts' consensus estimates of ($0.75) by ($0.07). During the same quarter in the prior year, the business earned ($0.25) earnings per share.

Several other brokerages have also weighed in on REPL. Wedbush restated a "neutral" rating and issued a $4.00 price objective (down previously from $19.00) on shares of Replimune Group in a report on Tuesday. Barclays cut Replimune Group from an "overweight" rating to an "equal weight" rating and decreased their target price for the stock from $17.00 to $3.00 in a report on Wednesday. Cantor Fitzgerald cut Replimune Group from a "strong-buy" rating to a "hold" rating in a report on Tuesday. Piper Sandler lowered Replimune Group from an "overweight" rating to a "neutral" rating and set a $3.00 target price for the company. in a report on Tuesday. Finally, JPMorgan Chase & Co. restated a "neutral" rating and issued a $9.00 target price (down previously from $19.00) on shares of Replimune Group in a report on Tuesday. One investment analyst has rated the stock with a sell rating, eight have assigned a hold rating, two have issued a buy rating and one has assigned a strong buy rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of "Hold" and an average price target of $7.67.

Replimune Group Price Performance

Shares of REPL opened at $3.10 on Friday. The company has a debt-to-equity ratio of 0.17, a quick ratio of 7.95 and a current ratio of 7.95. The firm has a market capitalization of $238.98 million, a price-to-earnings ratio of -1.01 and a beta of 0.61. The stock's fifty day moving average is $9.37 and its 200-day moving average is $10.30. Replimune Group has a one year low of $2.68 and a one year high of $17.00.

Insider Buying and Selling at Replimune Group

In other news, insider Konstantinos Xynos sold 7,952 shares of the firm's stock in a transaction on Tuesday, May 20th. The shares were sold at an average price of $8.06, for a total transaction of $64,093.12. Following the transaction, the insider owned 146,933 shares in the company, valued at approximately $1,184,279.98. This trade represents a 5.13% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CAO Andrew Schwendenman sold 3,287 shares of the firm's stock in a transaction on Tuesday, May 20th. The shares were sold at an average price of $8.05, for a total transaction of $26,460.35. Following the transaction, the chief accounting officer owned 68,284 shares in the company, valued at $549,686.20. This represents a 4.59% decrease in their position. The disclosure for this sale can be found here. Insiders have sold 74,907 shares of company stock worth $603,655 in the last ninety days. Company insiders own 8.80% of the company's stock.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently modified their holdings of REPL. Sterling Capital Management LLC boosted its holdings in shares of Replimune Group by 364.5% during the 4th quarter. Sterling Capital Management LLC now owns 2,109 shares of the company's stock worth $26,000 after buying an additional 1,655 shares during the period. Graham Capital Management L.P. boosted its holdings in shares of Replimune Group by 6.1% during the 4th quarter. Graham Capital Management L.P. now owns 30,180 shares of the company's stock worth $365,000 after buying an additional 1,731 shares during the period. Deutsche Bank AG increased its position in Replimune Group by 0.4% during the first quarter. Deutsche Bank AG now owns 563,701 shares of the company's stock worth $5,496,000 after acquiring an additional 2,140 shares during the period. MetLife Investment Management LLC increased its position in Replimune Group by 7.2% during the fourth quarter. MetLife Investment Management LLC now owns 37,659 shares of the company's stock worth $456,000 after acquiring an additional 2,525 shares during the period. Finally, Arizona State Retirement System increased its position in Replimune Group by 19.7% during the first quarter. Arizona State Retirement System now owns 15,439 shares of the company's stock worth $151,000 after acquiring an additional 2,545 shares during the period. Institutional investors own 92.53% of the company's stock.

About Replimune Group

Replimune Group, Inc, a clinical-stage biotechnology company, focuses on the development of oncolytic immunotherapies to treat cancer. The company's proprietary tumor-directed oncolytic immunotherapy product candidates are designed and intended to activate the immune system against cancer. Its lead product candidate is RP1, a selectively replicating version of HSV-1 that expresses GALV-GP R(-) and human GM-CSF, which is in Phase I/II clinical trials for a range of solid tumors; and that has completed Phase II clinical trials for treating cutaneous squamous cell carcinoma.

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