Repligen (RGEN)
NASDAQ:RGEN
Want to see RGEN full AI Analyst Report?
RGEN Stock Chart & Stats
$131.21
$0.11(0.07%)
At close: 4:00 PM EST
$131.21
$0.11(0.07%)
Day’s Range― - ―
52-Week Range$100.99 - $175.77
Previous CloseN/A
Volume111.19K
Average Volume (3M)1.30M
Market Cap
$6.83B
Enterprise Value$7.10B
Total Cash (Recent Filing)$784.53M
Total Debt (Recent Filing)$687.62M
Price to Earnings (P/E)132.8
Beta1.02
Next Earnings
Aug 04, 2026EPS Estimate
0.45Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)0.91
Shares Outstanding56,407,740
10 Day Avg. Volume1,187,553
30 Day Avg. Volume1,295,669
Financial Highlights & Ratios
PEG Ratio-0.65
Price to Book (P/B)4.38
Price to Sales (P/S)12.48
P/FCF Ratio98.13
Enterprise Value/Market Cap1.04
Enterprise Value/Revenue9.30
Enterprise Value/Gross Profit18.50
Enterprise Value/Ebitda38.83
Forecast
1Y Price Target
$165.17Price Target Upside25.88% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering15
EPS Forecast (FY)2
Revenue Forecast (FY)$822.90M
Bulls Say, Bears Say
Bulls Say
Recurring Consumables-driven Business ModelRepligen’s core revenue comes from consumables and single-use components that are consumed each manufacturing run. That creates high repeat purchase potential and an annuity-like revenue base tied to customers’ production scale, supporting durable revenue visibility as biologics volumes grow.
Strong Cash Generation And LiquidityThe company reports solid operating and free cash flow with cash and securities near $785M and FCF historically ~80% of net income. This cash generation and liquidity provides strategic optionality for R&D, commercial investment, and execution of the transformation program without stressing the balance sheet.
Diversified, Growing Product FranchisesMultiple high-growth franchises (Analytics, Chromatography, Proteins) and diverse end-market exposure reduce single-product concentration risk. Sustained mid-to-high-teens organic growth in key segments supports structural revenue expansion and lowers reliance on any one modality or customer type over the coming years.
Bears Say
Uneven Multi-year Revenue And Margin TrajectoryRepligen’s multi-year performance shows volatility: a steep 2023 drop, a flat 2024, and only a partial recovery thereafter. Margins and ROE remain below earlier peaks, indicating the company has not yet demonstrated consistent performance through cycles and leaving execution risk for sustaining higher profitability.
Capital-equipment Timing And Lumpy Revenue RecognitionA portion of Repligen’s revenue depends on customer capital expenditures and site readiness, which can be lumpy and unpredictable. This structural exposure makes top-line and margin realization sensitive to customer project timing, complicating forecasting and prolonging volatility in reported results.
Intensifying Competition In China And Localization NeedsChina is a strategically important growth region, but management highlights rising local competition and the need for deeper localization. While an OEM partnership begins 2027, the delayed ramp and stronger local rivals could pressure pricing, share gains, and margin expansion in a key high-growth market.
Repligen News
RGEN FAQ
What was Repligen’s price range in the past 12 months?
Repligen lowest stock price was $100.99 and its highest was $175.77 in the past 12 months.
What is Repligen’s market cap?
Repligen’s market cap is $6.83B.
When is Repligen’s upcoming earnings report date?
Repligen’s upcoming earnings report date is Aug 04, 2026 which is in 61 days.
How were Repligen’s earnings last quarter?
Repligen released its earnings results on May 05, 2026. The company reported $0.48 earnings per share for the quarter, beating the consensus estimate of $0.384 by $0.096.
Is Repligen overvalued?
According to Wall Street analysts Repligen’s price is currently Undervalued.
Does Repligen pay dividends?
Repligen does not currently pay dividends.
What is Repligen’s EPS estimate?
Repligen’s EPS estimate is 0.45.
How many shares outstanding does Repligen have?
Repligen has 56,407,740 shares outstanding.
What happened to Repligen’s price movement after its last earnings report?
Repligen reported an EPS of $0.48 in its last earnings report, beating expectations of $0.384. Following the earnings report the stock price went up 6.26%.
Which hedge fund is a major shareholder of Repligen?
Currently, no hedge funds are holding shares in RGEN
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
Repligen Stock Smart Score
Outperform
1
2
3
4
5
6
7
8
9
10
Analyst Consensus
Strong Buy
Average Price Target:
$165.17 (25.88% Upside)
$165.17 (25.88% Upside)
Blogger Sentiment
Bullish
RGEN Sentiment 70%
Sector Average ―
Sector Average ―
Hedge Fund Trend
Increased
By 1.3M Shares
Last Quarter.
Last Quarter.
Crowd Wisdom
Very Positive
Last 7 Days ▲ 6.3%
Last 30 Days ▲ 9.8%
Last 30 Days ▲ 9.8%
News Sentiment
Bullish
Bullish news 67%
Bearish news 33%
Bearish news 33%
Technicals
SMA
Negative
20 days / 200 days
Momentum
2.15%
12-Months-Change
Fundamentals
Return on Equity
2.46%
Trailing 12-Months
Asset Growth
2.76%
Trailing 12-Months
Company Description
Repligen
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.
RGEN Company Deck
RGEN Earnings Call
Q1 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call was predominantly positive: the company reported healthy top-line growth ($194M, +15% reported, +11% organic), notable margin expansion (gross margin +180 bps, operating margin +160 bps), strong franchise performances (Analytics +50%+, Chromatography >25%, Proteins mid-teens), solid cash position ($785M), and raised adjusted EPS guidance. Management launched a transformation office targeting at least 1 point of annualized margin benefit by end of 2027 and announced a strategic OEM partnership in China. Key headwinds are mostly timing and structural: divestiture of a loss-making Polymem reduced revenue (~$7M), ATF/gene therapy customer timing moderated near-term growth (expected to rebound in 2027), some Q1 margin benefits may normalize, and there is execution risk around customer readiness for capital equipment and competition in China. Overall, positives (growth, margins, guidance, strategic initiatives, cash) materially outweigh the manageable lowlights tied to timing, one-off costs, and a small divestiture impact.View all RGEN earnings summariesRGEN Revenue Breakdown
44.00% North America
37.00% Europe
19.00% APAC/Other
RGEN Stock 12 Month Forecast
Average Price Target
$165.17
▲(25.88% Upside)
Technical Analysis
AptarGroup
―
Merit Medical Systems
―
Teleflex
―
Stevanato Group
―
Bausch + Lomb Corporation
―
Ownership Overview
0.68% Insiders
42.79% Mutual Funds
33.93% Other Institutional Investors
0.50% Public Companies and
Individual Investors