RGEN Stock - Repligen Corporation
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Financial Statements
| Metric | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 |
|---|---|---|---|---|---|
| Revenue | $634.44M | $632.36M | $801.54M | $670.53M | $366.26M |
| Gross Profit | $274.64M | $278.44M | $455.71M | $391.25M | $194.35M |
| Gross Margin | 43.3% | 44.0% | 56.9% | 58.3% | 53.1% |
| Operating Income | $-35,114,000 | $47.70M | $224.67M | $167.25M | $81.29M |
| Net Income | $-25,514,000 | $35.60M | $185.96M | $128.29M | $59.93M |
| Net Margin | -4.0% | 5.6% | 23.2% | 19.1% | 16.4% |
| EPS | $-0.46 | $0.64 | $3.35 | $2.33 | $1.14 |
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.
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Price Targets
Recent Analyst Actions
| Date | Firm | Action | Rating | Price Target |
|---|---|---|---|---|
| October 1st 2025 | HSBC Securities | Initiation | Buy | $150 |
| September 22nd 2025 | Evercore ISI | Upgrade | Outperform | $155 |
| July 22nd 2025 | Stephens | Resumed | Overweight | $160 |
| June 24th 2025 | Barclays | Initiation | Overweight | $150 |
| April 29th 2025 | Wolfe Research | Upgrade | Outperform | $160 |
| March 18th 2025 | Evercore ISI | Initiation | In-line | $155 |
| February 10th 2025 | TD Cowen | Initiation | Buy | $200 |
| December 17th 2024 | Canaccord Genuity | Initiation | Hold | $165 |
| November 14th 2024 | Wolfe Research | Initiation | Peer Perform | - |
| August 28th 2024 | Wells Fargo | Initiation | Overweight | $180 |
| June 26th 2024 | Deutsche Bank | Upgrade | Buy | $155← $180 |
| June 18th 2024 | Guggenheim | Initiation | Neutral | - |
| December 4th 2023 | The Benchmark Company | Downgrade | Hold | - |
| July 20th 2023 | Wells Fargo | Initiation | Overweight | $185 |
| July 5th 2023 | JP Morgan | Resumed | Overweight | $220 |
Earnings History & Surprises
RGENEPS Surprise History
Quarterly EPS Details
| Period | Report Date | Estimated EPS | Actual EPS | Surprise | Result |
|---|---|---|---|---|---|
Q2 2026 | Apr 27, 2026 | — | — | — | — |
Q1 2026 | Feb 19, 2026 | $0.44 | — | — | — |
Q4 2025 | Oct 28, 2025 | $0.42 | $0.46 | +9.5% | ✓ BEAT |
Q3 2025 | Jul 29, 2025 | $0.40 | $0.37 | -7.5% | ✗ MISS |
Q2 2025 | Apr 29, 2025 | $0.35 | $0.39 | +11.4% | ✓ BEAT |
Q1 2025 | Feb 20, 2025 | $0.41 | $0.44 | +7.3% | ✓ BEAT |
Q4 2024 | Nov 12, 2024 | $0.34 | $0.43 | +28.2% | ✓ BEAT |
Q3 2024 | Jul 30, 2024 | $0.33 | $0.33 | 0.0% | = MET |
Q2 2024 | May 1, 2024 | $0.29 | $0.28 | -3.4% | ✗ MISS |
Q1 2024 | Feb 21, 2024 | $0.34 | $0.33 | -2.9% | ✗ MISS |
Q4 2023 | Oct 31, 2023 | $0.14 | $0.23 | +64.3% | ✓ BEAT |
Q3 2023 | Aug 2, 2023 | $0.49 | $0.53 | +8.2% | ✓ BEAT |
Q2 2023 | May 2, 2023 | $0.59 | $0.64 | +8.5% | ✓ BEAT |
Q1 2023 | Feb 22, 2023 | $0.58 | $0.68 | +17.2% | ✓ BEAT |
Q4 2022 | Nov 1, 2022 | $0.68 | $0.77 | +13.2% | ✓ BEAT |
Q3 2022 | Aug 2, 2022 | $0.72 | $0.91 | +26.4% | ✓ BEAT |
Q2 2022 | Apr 27, 2022 | $0.72 | $0.92 | +27.8% | ✓ BEAT |
Q1 2022 | Feb 17, 2022 | $0.65 | $0.81 | +24.6% | ✓ BEAT |
Q4 2021 | Oct 28, 2021 | $0.64 | $0.78 | +21.9% | ✓ BEAT |
Q3 2021 | Jul 27, 2021 | $0.52 | $0.79 | +51.9% | ✓ BEAT |
Latest News
Barclays Maintains Overweight on Repligen, Raises Price Target to $200
📈 PositiveWells Fargo Maintains Overweight on Repligen, Raises Price Target to $190
📈 PositiveCanaccord Genuity Maintains Hold on Repligen, Raises Price Target to $165
➖ NeutralBarclays Maintains Overweight on Repligen, Raises Price Target to $175
📈 PositiveRepligen Lowers FY2025 GAAP EPS Guidance from $0.85-$0.92 to $0.82-$0.85 vs $0.91 Est; Raises FY2025 Sales Guidance from $715.000M-$735.000M to $729.000M-$737.000M vs $726.458M Est
➖ NeutralRepligen Narrows FY2025 Adj EPS Guidance from $1.65-$1.72 to $1.65-$1.68 vs $1.68 Est; Raises FY2025 Sales Guidance from $715.000M-$735.000M to $729.000M-$737.000M vs $726.458M Est
📈 PositiveRepligen Q3 Adj. EPS $0.46 Beats $0.42 Estimate, Sales $188.805M Beat $181.338M Estimate
📈 PositiveEvercore ISI Group Maintains Outperform on Repligen, Raises Price Target to $175
📈 PositiveBarclays Maintains Overweight on Repligen, Raises Price Target to $160
📈 PositiveHSBC Initiates Coverage On Repligen with Buy Rating, Announces Price Target of $150
📈 PositiveEvercore ISI Group Upgrades Repligen to Outperform, Raises Price Target to $155
📈 PositiveJefferies Maintains Hold on Repligen, Lowers Price Target to $135
➖ NeutralHC Wainwright & Co. Reiterates Buy on Repligen, Maintains $180 Price Target
📈 PositiveFrequently Asked Questions about RGEN
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