Repligen (NASDAQ:RGEN) Price Target Lowered to $195.00 at UBS Group

Repligen (NASDAQ:RGEN) had its price target cut by UBS Group from $200.00 to $195.00 in a report published on Wednesday,Benzinga reports. They currently have a buy rating on the biotechnology company’s stock.

Other equities analysts also recently issued research reports about the stock. Barclays dropped their price objective on shares of Repligen from $200.00 to $175.00 and set an “overweight” rating for the company in a research note on Wednesday. KeyCorp reiterated an “overweight” rating on shares of Repligen in a research note on Wednesday. Weiss Ratings raised Repligen from a “sell (d+)” rating to a “hold (c-)” rating in a report on Tuesday, February 17th. Jefferies Financial Group set a $160.00 target price on Repligen and gave the stock a “hold” rating in a report on Tuesday, October 28th. Finally, Wall Street Zen upgraded Repligen from a “hold” rating to a “buy” rating in a research report on Saturday, February 7th. One analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating and three have given a Hold rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $174.58.

Repligen Stock Performance

NASDAQ:RGEN opened at $132.14 on Wednesday. Repligen has a twelve month low of $102.96 and a twelve month high of $175.77. The company has a quick ratio of 7.14, a current ratio of 8.37 and a debt-to-equity ratio of 0.26. The stock’s 50-day simple moving average is $155.34 and its 200 day simple moving average is $146.77. The firm has a market capitalization of $7.44 billion, a PE ratio of 155.46, a price-to-earnings-growth ratio of 2.54 and a beta of 1.13.

Repligen (NASDAQ:RGEN) last posted its earnings results on Tuesday, February 24th. The biotechnology company reported $0.49 EPS for the quarter, topping analysts’ consensus estimates of $0.44 by $0.05. Repligen had a net margin of 6.62% and a return on equity of 4.71%. The firm had revenue of $197.91 million during the quarter, compared to analysts’ expectations of $192.23 million. During the same quarter in the prior year, the business earned $0.44 earnings per share. The business’s revenue for the quarter was up 18.1% compared to the same quarter last year. Repligen has set its FY 2026 guidance at 1.930-2.010 EPS. On average, analysts anticipate that Repligen will post 1.72 EPS for the current fiscal year.

Insiders Place Their Bets

In related news, Director Karen A. Dawes sold 275 shares of the firm’s stock in a transaction on Wednesday, December 17th. The stock was sold at an average price of $161.00, for a total transaction of $44,275.00. Following the completion of the transaction, the director directly owned 91,821 shares of the company’s stock, valued at $14,783,181. This trade represents a 0.30% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. 1.20% of the stock is owned by insiders.

Institutional Investors Weigh In On Repligen

Several institutional investors and hedge funds have recently made changes to their positions in the stock. Measured Wealth Private Client Group LLC acquired a new position in shares of Repligen in the third quarter worth approximately $29,000. Bayforest Capital Ltd acquired a new stake in Repligen during the 4th quarter valued at approximately $32,000. Rachor Investment Advisory Services LLC bought a new position in Repligen during the 4th quarter worth approximately $33,000. Los Angeles Capital Management LLC acquired a new position in shares of Repligen in the 4th quarter worth approximately $36,000. Finally, Hantz Financial Services Inc. boosted its stake in shares of Repligen by 2,663.6% in the 2nd quarter. Hantz Financial Services Inc. now owns 304 shares of the biotechnology company’s stock valued at $38,000 after purchasing an additional 293 shares during the last quarter. Institutional investors and hedge funds own 97.64% of the company’s stock.

Key Stories Impacting Repligen

Here are the key news stories impacting Repligen this week:

• Positive Sentiment: Q4 upside — Repligen beat estimates: EPS $0.49 vs. $0.44 and revenue $197.9M, up ~18% year-over-year, with management pointing to solid organic growth and margin improvement heading into 2026. Q4 Earnings Beat
• Positive Sentiment: Management tone still constructive — company commentary and call highlights describe a “confident growth path” for 2026 even as management set more conservative guidance, supporting the view that execution remains intact. Earnings Call Summary
• Neutral Sentiment: Street notes and transcripts available — multiple call transcripts and analyst notes are published (transcripts on Yahoo/Seeking Alpha/Insidermonkey), giving investors detailed visibility into demand trends and margin drivers but no new catalyst. Earnings Call Transcript
• Negative Sentiment: FY2026 guidance below consensus — Repligen set FY26 EPS guidance of $1.93–$2.01 and revenue $810–$840M versus consensus ~2.06 EPS and ~$823M revenue, which appears to be the primary driver of investor disappointment. Press Release
• Negative Sentiment: Analysts trim price targets — Several firms cut targets after the guide: UBS lowered its PT to $195 (still Buy), Barclays to $175 (Overweight), and Wells Fargo to $180 (Overweight); the cuts reflect a more cautious near-term outlook despite continued positive ratings. Analyst PT Cuts
• Negative Sentiment: Mixed analyst stance — some houses keep Buy/Overweight but other analysts highlight limited upside at current valuation (Canaccord maintained a Hold with $165 PT), reinforcing pressure on the stock while investors reprice growth vs. valuation. Analyst Note

About Repligen

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.