Repligen

RGEN · NASDAQ

$178.88+$2.45 (+1.39%)TodayMarket closed · Oct 20, 7:30 PM ET

Prev close $176.43

RGEN analyst rating

BuyConsensus of 12 analysts over the last 12 months. 92% rate it a buy.

Strong buy0
Buy11
Hold1
Underperform0
Sell0

12-month price target · 21 analysts

Average $194.88 (+8.9% upside)

Low: $146.45
Now: $178.88
High: $236.25

Upgrades and downgrades

The latest rating actions, newest first

RGEN analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
Canaccord Genuity	Oct 19, 2026	Maintains	Hold	$145.00 → $180.00	55%
Barclays	Oct 7, 2026	Maintains	Overweight	$175.00 → $225.00	54%
UBS	Sep 9, 2026	Maintains	Buy	$195.00 → $225.00	59%
Wells Fargo	Jul 30, 2026	Maintains	Overweight	$180.00 → $185.00	100%
JP Morgan	Jul 29, 2026	Maintains	Overweight	$165.00 → $175.00	71%
Benchmark	Jul 7, 2026	Upgrade	Hold → Buy	$185.00	53%
Evercore ISI Group	Jul 6, 2026	Maintains	Outperform	$150.00 → $160.00	61%
HSBC	Jun 3, 2026	Maintains	Buy	$170.00 → $150.00	70%
Wolfe Research	Jun 2, 2026	Initiates	Outperform	$145.00	45%
RBC Capital	May 15, 2026	Initiates	Outperform	$160.00	59%

The case for and against

Updated Feb 9, 2026

Bull case

Repligen has demonstrated strong financial growth, with a greater than 20% year-over-year increase in revenues from both contract development and manufacturing organizations (CDMOs) and biopharmaceutical customers. The company has raised its full-year 2025 revenue guidance to a range of $715-735 million, improving from the prior estimate of $695-720 million, indicating positive momentum in its business outlook. Additionally, revenues and order volumes have seen double-digit growth across all product franchises, with Process Analytics revenue specifically surging by more than 50% year-over-year, reflecting robust demand for Repligen's offerings in the bioprocessing sector.

Bear case

Repligen has lowered its forecast for key financial metrics, adjusting the 2025 adjusted operating margin to approximately 13.5% and the adjusted EBITDA margin to about 19%, which indicates a less favorable outlook for profit generation. The company's expected adjusted EPS of $1.65-$1.68 highlights potential challenges in sustaining growth, especially if lingering concerns about product technology and defects arise, which could lead to lost revenue and increased costs. Additionally, a significant reduction in orders from large customers could adversely affect Repligen's financial condition and operational results, compounding the negative sentiment surrounding the company's future performance.

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.