William Blair Forecasts Reduced Earnings for Repligen

Repligen Corporation (NASDAQ:RGEN) – Equities research analysts at William Blair decreased their FY2025 earnings per share estimates for shares of Repligen in a note issued to investors on Tuesday, October 28th. William Blair analyst M. Larew now expects that the biotechnology company will earn $1.65 per share for the year, down from their prior estimate of $1.69. The consensus estimate for Repligen’s current full-year earnings is $1.72 per share. William Blair also issued estimates for Repligen’s Q4 2025 earnings at $0.43 EPS, Q1 2026 earnings at $0.48 EPS, Q2 2026 earnings at $0.49 EPS, Q4 2026 earnings at $0.56 EPS and FY2026 earnings at $2.07 EPS.

Repligen (NASDAQ:RGEN) last issued its earnings results on Tuesday, October 28th. The biotechnology company reported $0.46 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.42 by $0.04. The business had revenue of $188.80 million during the quarter, compared to the consensus estimate of $181.23 million. Repligen had a return on equity of 4.70% and a net margin of 0.25%.The company’s revenue for the quarter was up 21.9% on a year-over-year basis. During the same period in the prior year, the business posted $0.43 EPS. Repligen has set its FY 2025 guidance at 1.650-1.680 EPS.

Other equities analysts also recently issued reports about the company. Wall Street Zen raised Repligen from a “hold” rating to a “buy” rating in a research note on Monday, October 27th. HSBC began coverage on Repligen in a research note on Wednesday, October 1st. They issued a “buy” rating and a $150.00 price objective for the company. Wells Fargo & Company dropped their price objective on Repligen from $180.00 to $175.00 and set an “overweight” rating for the company in a research note on Wednesday, July 30th. Canaccord Genuity Group raised their price objective on Repligen from $150.00 to $165.00 and gave the company a “hold” rating in a research note on Wednesday. Finally, Evercore ISI raised their price objective on Repligen from $155.00 to $175.00 and gave the company an “outperform” rating in a research note on Tuesday, October 7th. One analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $173.85.

Repligen Stock Performance

Shares of RGEN stock opened at $149.06 on Friday. The company has a market cap of $8.39 billion, a price-to-earnings ratio of 7,456.73, a price-to-earnings-growth ratio of 3.32 and a beta of 1.08. The stock has a 50 day simple moving average of $135.41 and a 200-day simple moving average of $128.90. Repligen has a 12-month low of $102.96 and a 12-month high of $182.52. The company has a current ratio of 8.59, a quick ratio of 7.32 and a debt-to-equity ratio of 0.26.

Insider Activity

In other Repligen news, Director Martin D. Madaus acquired 1,800 shares of the firm’s stock in a transaction dated Friday, August 8th. The shares were acquired at an average price of $112.13 per share, for a total transaction of $201,834.00. Following the completion of the acquisition, the director directly owned 1,800 shares of the company’s stock, valued at $201,834. This trade represents a ∞ increase in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at the SEC website. 1.20% of the stock is owned by company insiders.

Institutional Investors Weigh In On Repligen

Several hedge funds have recently made changes to their positions in RGEN. Price T Rowe Associates Inc. MD boosted its holdings in Repligen by 6.0% in the first quarter. Price T Rowe Associates Inc. MD now owns 7,566,093 shares of the biotechnology company’s stock valued at $962,711,000 after acquiring an additional 430,039 shares during the last quarter. Alliancebernstein L.P. boosted its holdings in Repligen by 1.3% in the first quarter. Alliancebernstein L.P. now owns 1,024,180 shares of the biotechnology company’s stock valued at $130,317,000 after acquiring an additional 13,284 shares during the last quarter. Brown Capital Management LLC boosted its holdings in Repligen by 16.3% in the second quarter. Brown Capital Management LLC now owns 1,005,276 shares of the biotechnology company’s stock valued at $125,036,000 after acquiring an additional 141,241 shares during the last quarter. New York State Common Retirement Fund boosted its holdings in Repligen by 7.6% in the first quarter. New York State Common Retirement Fund now owns 625,388 shares of the biotechnology company’s stock valued at $79,574,000 after acquiring an additional 43,946 shares during the last quarter. Finally, Stephens Investment Management Group LLC boosted its holdings in Repligen by 14.4% in the third quarter. Stephens Investment Management Group LLC now owns 598,356 shares of the biotechnology company’s stock valued at $79,982,000 after acquiring an additional 75,509 shares during the last quarter. Institutional investors and hedge funds own 97.64% of the company’s stock.

Repligen Company Profile

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.