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Repligen CorporationNasdaqGS:RGEN Stock Report

Market Cap US$7.0b
Share Price
US$123.95
US$183.88
32.6% undervalued intrinsic discount
1Y5.0%
7D7.7%
1D
Portfolio Value
View

Repligen Corporation

NasdaqGS:RGEN Stock Report

Market Cap: US$7.0b

Repligen (RGEN) Stock Overview

A life sciences company, develops and commercializes bioprocessing technologies and systems in North America, Europe, the Asia Pacific, and internationally. More details

RGEN fundamental analysis
Snowflake Score
Valuation3/6
Future Growth4/6
Past Performance2/6
Financial Health5/6
Dividends0/6

RGEN Community Fair Values

Create Narrative

See what 18 others think this stock is worth. Follow their fair value or set your own to get alerts.

Repligen Corporation Competitors

Price History & Performance

Summary of share price highs, lows and changes for Repligen
Historical stock prices
Current Share PriceUS$123.95
52 Week HighUS$175.77
52 Week LowUS$100.99
Beta1.09
1 Month Change5.76%
3 Month Change-0.82%
1 Year Change4.98%
3 Year Change-25.89%
5 Year Change-30.28%
Change since IPO1,109.27%

Recent News & Updates

Seeking Alpha 9h

Repligen Has A Cleaner Recovery Angle, But With High Valuation

Summary Repligen is recovering after a difficult 2024, with Q1 2026 revenue up 15% and 11% organic. Polymem, China, PAT, and the Transformation Office make the story cleaner, but execution still matters. I like Repligen's balance sheet, as it has plenty of liquidity with good cash flows to continue funding M&A deals or potential growth in Asia. Unfortunately, my main issue with RGEN is its expensive valuation, which leaves little margin of safety for investors at these levels. Read the full article on Seeking Alpha
Narrative Update May 30

RGEN: Firmer Bioprocess Backdrop And Hubs Expansion Will Shape Long Term Outlook

Repligen's updated analyst price target of $142 reflects a largely unchanged fair value. Analysts point to a mix of reduced P/E assumptions and slightly stronger expectations for revenue growth and profitability, supported by recent research that highlights a firmer bioprocess backdrop and diversified growth drivers.
Narrative Update May 11

RGEN: Recalibrated Street Expectations And Hubs Expansion Will Shape Long Term Outlook

Analysts now place Repligen's fair value at $142, a $2 adjustment that reflects a mix of recent price target cuts and increases as they weigh updated growth expectations, margins, and P/E assumptions from the latest round of Street research. Analyst Commentary The latest Street research on Repligen shows a split tape, with some firms lifting targets and others cutting them, which nets out to the modest US$2 bump in the aggregated fair value estimate to US$142.

Recent updates

Seeking Alpha 9h

Repligen Has A Cleaner Recovery Angle, But With High Valuation

Summary Repligen is recovering after a difficult 2024, with Q1 2026 revenue up 15% and 11% organic. Polymem, China, PAT, and the Transformation Office make the story cleaner, but execution still matters. I like Repligen's balance sheet, as it has plenty of liquidity with good cash flows to continue funding M&A deals or potential growth in Asia. Unfortunately, my main issue with RGEN is its expensive valuation, which leaves little margin of safety for investors at these levels. Read the full article on Seeking Alpha
Narrative Update May 30

RGEN: Firmer Bioprocess Backdrop And Hubs Expansion Will Shape Long Term Outlook

Repligen's updated analyst price target of $142 reflects a largely unchanged fair value. Analysts point to a mix of reduced P/E assumptions and slightly stronger expectations for revenue growth and profitability, supported by recent research that highlights a firmer bioprocess backdrop and diversified growth drivers.
Narrative Update May 11

RGEN: Recalibrated Street Expectations And Hubs Expansion Will Shape Long Term Outlook

Analysts now place Repligen's fair value at $142, a $2 adjustment that reflects a mix of recent price target cuts and increases as they weigh updated growth expectations, margins, and P/E assumptions from the latest round of Street research. Analyst Commentary The latest Street research on Repligen shows a split tape, with some firms lifting targets and others cutting them, which nets out to the modest US$2 bump in the aggregated fair value estimate to US$142.
Narrative Update Apr 25

RGEN: recalibrated Street Expectations Will Shape Bullish Long Term Outlook

The analyst price target for Repligen has been reduced from about $160.90 to $140.00, as analysts factor in updated assumptions for revenue growth, profit margins, discount rates and future P/E following a mix of recent target cuts and one upward revision across the Street. Analyst Commentary Street research on Repligen over recent months points to a mixed but generally more cautious stance, with several firms trimming price targets while one research house lifted its target.
Narrative Update Apr 09

RGEN: Multi Year Guidance And M&A Dry Powder Will Support Future Upside

Narrative Update on Repligen The analyst price target for Repligen has been adjusted slightly lower, with the updated fair value moving from about $186.82 to $183.88 as analysts factor in recent target cuts, alongside generally positive views on guidance and execution. Analyst Commentary Recent Street research on Repligen clusters around a group of target cuts following the latest Q4 report and FY26 outlook, alongside a smaller number of target increases.
Narrative Update Mar 25

RGEN: Multi Year Guidance And M&A Focus Will Support Future Upside

Repligen's analyst price target has been adjusted modestly higher to $186.82, with analysts pointing to refreshed assumptions around revenue growth, profit margins, and future P/E expectations following recent target changes across firms such as H.C. Wainwright, UBS, Evercore ISI, Wells Fargo, and Barclays. Analyst Commentary Recent target changes reflect a mix of optimism and caution around Repligen, with analysts adjusting their models after the latest Q4 results and FY26 guidance.
Narrative Update Mar 10

RGEN: M&A And New Bioprocessing Resins Will Support Future Upside

Narrative Update: Repligen Repligen's updated analyst price target reflects a modest reset, with fair value moving from about $190.89 to $186.28 as analysts factor in slightly lower revenue growth and profit margin assumptions along with a marginally higher discount rate, while still generally highlighting solid recent execution and cautious company guidance. Analyst Commentary Recent Street research on Repligen shows a mixed but generally constructive stance, with several firms trimming price targets while maintaining positive ratings.
Narrative Update Feb 24

RGEN: M&A Focus And New Bioprocessing Resins Will Drive Future Upside

Analysts have raised their Repligen price target by $10 to $190.89, citing updated assumptions for discount rates, revenue growth, profit margins, and future P/E as reflected in recent Street research. Analyst Commentary Bullish Takeaways Bullish analysts see the higher US$190.89 price target as better aligned with updated assumptions for discount rates and future P/E, suggesting the shares may not fully reflect their revised valuation framework.
Narrative Update Feb 09

RGEN: M&A Ambitions And New Resins Portfolio Will Shape Bullish Outlook

Analysts have lifted their price target on Repligen by US$10, citing updated assumptions that reflect revised fair value estimates, a tweaked discount rate, adjusted revenue growth and profit margin expectations, and an updated future P/E multiple. Analyst Commentary Even with the higher price target, some research commentary points to risks that readers should keep in mind when weighing Repligen at current levels.
Narrative Update Jan 26

RGEN: Process Analytics Strength And Biopharma Recovery Will Support Further Upside

Analysts have nudged their price targets on Repligen higher, with our updated fair value estimate moving modestly to about US$190.89 per share. This is supported by recent Street research citing raised targets following a 3Q25 revenue beat and a relatively improving biopharma outlook, with growth across all franchises led by Process Analytics.
Narrative Update Jan 12

RGEN: Process Analytics Strength And Biopharma Recovery Will Support Upside In 2025

Analysts have lifted their price target on Repligen to about US$190 from US$187, pointing to recent target raises, including Canaccord's move to US$165 on 3Q25 revenue outperformance, a relatively improving biopharma outlook, and solid contributions from Process Analytics and other franchises. Analyst Commentary Bullish Takeaways Bullish analysts see the move to a higher price target as a reflection of stronger than expected 3Q25 revenue, which they view as supportive of the current valuation range.
Narrative Update Dec 27

RGEN: Process Analytics Momentum And Biopharma Recovery Will Shape Risk Balanced Outlook

Narrative Update We are raising our Repligen fair value estimate from $131.29 to $160.36 per share as analysts lift price targets toward $160 to $165 on better than expected Q3 results, broad-based revenue growth led by Process Analytics, and an improving outlook for biopharma end markets. Analyst Commentary Recent Street research reflects a cautiously constructive stance on Repligen, with higher price targets acknowledging near term execution outperformance while still embedding meaningful risk around sustainability of growth.
Narrative Update Dec 13

RGEN: Bioprocessing Recovery And Guidance Raise Will Support Upside Potential

Analysts have nudged our Repligen price target higher to $165, reflecting a modest trim to fair value estimates to about $216.62 per share, alongside slightly lower long term revenue growth and discount rate assumptions, but reinforced by recent target increases from the Street on better than expected quarterly results, improving biopharma demand, and confidence in the company s bioprocessing driven double digit growth potential. Analyst Commentary Bullish analysts have become incrementally more constructive on Repligen following its recent quarterly performance, citing a healthier biopharma demand backdrop and stronger than expected execution across key franchises.
Narrative Update Nov 27

RGEN: Volume Recovery and End-Market Stability Will Support Measured Upside in 2025

Narrative Update on Repligen Analysts have raised their price targets on Repligen by up to $15. They cite stronger-than-expected quarterly results and improved industry outlooks as driving positive momentum for the company.
Analysis Article Nov 12

Repligen's (NASDAQ:RGEN) Earnings May Just Be The Starting Point

Even though Repligen Corporation ( NASDAQ:RGEN ) posted strong earnings, investors appeared to be underwhelmed. We did...
Narrative Update Nov 11

RGEN: End-Market Improvements Will Drive Stronger Momentum Through 2025

Analysts have increased their price target for Repligen slightly, from $184.76 to $187.00. They cite a recent revenue beat, an improving sector outlook, and expectations for continued growth across key business areas.
Analysis Article Oct 31

Repligen Corporation Just Beat EPS By 18%: Here's What Analysts Think Will Happen Next

Repligen Corporation ( NASDAQ:RGEN ) investors will be delighted, with the company turning in some strong numbers with...
Narrative Update Oct 28

Recovery In Industry Demand And Market Stability Will Drive Renewed Momentum

Repligen's analyst price target has been increased from $179.78 to $184.76, as analysts see improving market stability and anticipate a return to stronger revenue growth despite recent headwinds. Analyst Commentary Recent updates from street research highlight a renewed sense of optimism among analysts, along with acknowledgment of ongoing industry challenges.
Analysis Article Oct 04

Why Investors Shouldn't Be Surprised By Repligen Corporation's (NASDAQ:RGEN) 28% Share Price Surge

Repligen Corporation ( NASDAQ:RGEN ) shares have had a really impressive month, gaining 28% after a shaky period...
Analysis Article Sep 01

Is Repligen (NASDAQ:RGEN) A Risky Investment?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Analysis Article Jul 29

Why Investors Shouldn't Be Surprised By Repligen Corporation's (NASDAQ:RGEN) P/S

When you see that almost half of the companies in the Life Sciences industry in the United States have price-to-sales...
User avatar
New Narrative May 26

Biomanufacturing Expansion Will Create New Global Opportunities

Strong demand in biomanufacturing and effective market expansion are driving sustained revenue growth and improved margins for Repligen.
Seeking Alpha Mar 20

Repligen: Ongoing Bioprocessing Market Recovery

Summary I reiterate a 'buy' rating for Repligen with a one-year price target of $175 per share, driven by strong bioprocessing market recovery. Repligen reported 3% organic revenue growth and 13% growth in non-COVID business, with record-high order intakes since Q2 FY22. The acquisition of 908 Devices' bioprocessing analytics portfolio enhances Repligen's process analytical technology, adding significant value to its offerings. Despite challenges in the protein business, I expect 12% organic revenue growth in FY25, supported by new product launches and market normalization. Read the full article on Seeking Alpha
Seeking Alpha Nov 12

Repligen Corporation's Earnings Preview: Expensive With Mixed Growth Prospects

Summary Repligen Corporation is a bioprocessing technology company focusing on process intensification, purification, and fluid management, with strategic acquisitions to enhance its capabilities. Though integration risks remain, RGEN's recent acquisition of Tantti Laboratory aims to bolster its chromatography and biomolecule purification capacities. The potential acquisition of Maravai LifeSciences could impact RGEN's future growth, but past failed attempts and divestment plans add uncertainty. Also, I believe international revenue exposure and foreign exchange volatility present additional risks for RGEN’s near-term financial performance. Despite a healthy underlying business, RGEN faces valuation concerns, tax loss harvesting, and uncertain growth, leading to a "Hold" rating ahead of its earnings report. Read the full article on Seeking Alpha
Seeking Alpha Jul 13

Repligen: Strong Filtration Growth, Offset By Other Challenges

Summary Repligen's Q1 revenue declined by 20% organically, driven by Covid-related business decline and reduced demand in China and protein business. Strong growth and pipelines in the core filtration business, with non-Covid filtration revenue surging by more than 15% in Q1. FY24 outlook includes -1% to +4% base revenue growth, with expectations of industry recovery in the second half of 2024 and a one-year price target of $150 per share. Read the full article on Seeking Alpha
Seeking Alpha May 30

Repligen Stock: Still Quite Overvalued

Summary Repligen Corporation stock has dropped 15% since our initial analysis of the stock just over six months ago. The company has posted a couple of quarterly earnings reports since then, and the company's balance sheet is in solid shape. That said, Repligen has hit a growth hiccup, and company insiders have picked up selling shares recently. An updated analysis around Repligen follows in the paragraphs below. Read the full article on Seeking Alpha

Shareholder Returns

RGENUS Life SciencesUS Market
7D7.7%9.4%1.6%
1Y5.0%16.1%28.5%

Return vs Industry: RGEN underperformed the US Life Sciences industry which returned 16.1% over the past year.

Return vs Market: RGEN underperformed the US Market which returned 28.5% over the past year.

Price Volatility

Is RGEN's price volatile compared to industry and market?
RGEN volatility
RGEN Average Weekly Movement7.5%
Life Sciences Industry Average Movement8.5%
Market Average Movement7.2%
10% most volatile stocks in US Market16.8%
10% least volatile stocks in US Market3.0%

Stable Share Price: RGEN has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: RGEN's weekly volatility (7%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
19812,000Olivier Loeillotwww.repligen.com

Repligen Corporation, a life sciences company, develops and commercializes bioprocessing technologies and systems in North America, Europe, the Asia Pacific, and internationally. The company’s products include hollow fiber consumables, KRM chromatography system, resins for new modalities, PATsmart MAVERICK and PATsmart MAVEN for real-time monitoring and control of critical bioprocess parameters, PATsmart REBEL, an at-line cell culture media analyzer; and PATsmart ZipChip, a high-resolution sample separations device, PATsmart SoloVPE slope spectroscopy system, and SoloVPE PLUS System. It offers Protien A ligands that are the binding components of Protein A affinity chromatography resins; and cell culture growth factor products.

Repligen Corporation Fundamentals Summary

How do Repligen's earnings and revenue compare to its market cap?
RGEN fundamental statistics
Market capUS$6.99b
Earnings (TTM)US$51.40m
Revenue (TTM)US$763.34m
136.0x
P/E Ratio
9.2x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
RGEN income statement (TTM)
RevenueUS$763.34m
Cost of RevenueUS$357.71m
Gross ProfitUS$405.63m
Other ExpensesUS$354.23m
EarningsUS$51.40m

Last Reported Earnings

Mar 31, 2026

Next Earnings Date

n/a

Earnings per share (EPS)0.91
Gross Margin53.14%
Net Profit Margin6.73%
Debt/Equity Ratio26.0%

How did RGEN perform over the long term?

See historical performance and comparison

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/31 22:40
End of Day Share Price 2026/05/29 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Repligen Corporation is covered by 29 analysts. 21 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Luke SergottBarclays
Robert WassermanBenchmark Company
Hugo SolvetBNP Paribas