Repligen (NASDAQ:RGEN) Updates FY 2026 Earnings Guidance

Key Points

• FY2026 guidance: Repligen set EPS guidance of 1.970–2.050 (in line with the consensus 1.97) and revenue guidance of $803–833 million, whose midpoint (~$818M) is slightly below the consensus $827.9M.
• Quarterly results beat: Repligen reported Q earnings of $0.48 EPS vs. $0.38 consensus and revenue of $194.26M vs. $192.05M, with revenue up 14.8% year‑over‑year.
• Analyst/stock snapshot: The stock carries an average rating of Moderate Buy with a $170.25 average price target, and trades around $118.21 with a $6.67B market cap.

Repligen (NASDAQ:RGEN - Get Free Report) updated its FY 2026 earnings guidance on Tuesday. The company provided earnings per share guidance of 1.970-2.050 for the period, compared to the consensus earnings per share estimate of 1.970. The company issued revenue guidance of $803.0 million-$833.0 million, compared to the consensus revenue estimate of $827.9 million.

Analyst Ratings Changes

Several research firms have recently weighed in on RGEN. Wall Street Zen lowered Repligen from a "buy" rating to a "hold" rating in a research note on Saturday, February 28th. Canaccord Genuity Group dropped their target price on Repligen from $165.00 to $145.00 and set a "hold" rating on the stock in a report on Monday, April 20th. HC Wainwright raised their target price on Repligen from $180.00 to $208.00 and gave the company a "buy" rating in a report on Monday, March 23rd. KeyCorp reiterated an "overweight" rating on shares of Repligen in a report on Wednesday, February 25th. Finally, Roth Mkm began coverage on Repligen in a report on Friday, April 17th. They set a "buy" rating and a $160.00 target price on the stock. Two analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating, two have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and an average price target of $170.25.

Repligen Stock Performance

Shares of NASDAQ:RGEN opened at $118.21 on Tuesday. The company has a market cap of $6.67 billion, a P/E ratio of 139.07, a PEG ratio of 2.28 and a beta of 1.09. The company has a debt-to-equity ratio of 0.26, a quick ratio of 7.12 and a current ratio of 8.37. Repligen has a one year low of $109.50 and a one year high of $175.77. The business's 50-day simple moving average is $121.56 and its 200 day simple moving average is $144.68.

Repligen (NASDAQ:RGEN - Get Free Report) last announced its earnings results on Tuesday, May 5th. The biotechnology company reported $0.48 EPS for the quarter, beating the consensus estimate of $0.38 by $0.10. The business had revenue of $194.26 million for the quarter, compared to the consensus estimate of $192.05 million. Repligen had a return on equity of 4.71% and a net margin of 6.62%.The company's revenue was up 14.8% on a year-over-year basis. During the same period last year, the business posted $0.39 EPS. Repligen has set its FY 2026 guidance at 1.970-2.050 EPS. On average, sell-side analysts forecast that Repligen will post 1.97 earnings per share for the current fiscal year.

Institutional Inflows and Outflows

Several hedge funds have recently made changes to their positions in the company. Pacer Advisors Inc. grew its position in shares of Repligen by 2.5% in the 4th quarter. Pacer Advisors Inc. now owns 10,469 shares of the biotechnology company's stock worth $1,715,000 after acquiring an additional 256 shares in the last quarter. T. Rowe Price Investment Management Inc. grew its position in shares of Repligen by 12.9% in the 4th quarter. T. Rowe Price Investment Management Inc. now owns 646,122 shares of the biotechnology company's stock worth $105,874,000 after acquiring an additional 74,044 shares in the last quarter. Compound Planning Inc. acquired a new position in shares of Repligen in the 4th quarter worth approximately $204,000. Invesco Ltd. grew its position in shares of Repligen by 43.9% in the 4th quarter. Invesco Ltd. now owns 1,256,439 shares of the biotechnology company's stock worth $205,880,000 after acquiring an additional 383,399 shares in the last quarter. Finally, Alpine Woods Capital Investors LLC acquired a new position in shares of Repligen in the 4th quarter worth approximately $1,005,000. Institutional investors and hedge funds 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.

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