FY2026 EPS Estimates for Replimune Group Boosted by Analyst

Replimune Group, Inc. (NASDAQ:REPL) – Analysts at HC Wainwright increased their FY2026 EPS estimates for Replimune Group in a note issued to investors on Monday, April 13th. HC Wainwright analyst R. Burns now anticipates that the company will post earnings per share of ($3.35) for the year, up from their prior estimate of ($3.46). HC Wainwright currently has a “Sell” rating on the stock. The consensus estimate for Replimune Group’s current full-year earnings is ($2.97) per share. HC Wainwright also issued estimates for Replimune Group’s Q4 2026 earnings at ($0.73) EPS, Q1 2027 earnings at ($0.70) EPS, Q2 2027 earnings at ($0.68) EPS, Q3 2027 earnings at ($0.67) EPS, Q4 2027 earnings at ($0.66) EPS and FY2027 earnings at ($2.71) EPS.

A number of other research firms also recently commented on REPL. Jefferies Financial Group reaffirmed a “hold” rating and set a $2.00 target price (down from $13.00) on shares of Replimune Group in a report on Monday. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Replimune Group in a report on Monday, December 29th. Cantor Fitzgerald downgraded Replimune Group from an “overweight” rating to a “hold” rating in a report on Monday. BMO Capital Markets downgraded Replimune Group from a “market perform” rating to an “underperform” rating in a report on Monday. Finally, Wedbush reaffirmed a “neutral” rating and set a $2.00 target price (down from $19.00) on shares of Replimune Group in a report on Monday. Six analysts have rated the stock with a Hold rating and four have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Reduce” and a consensus target price of $4.75.

Replimune Group Stock Up 16.9%

REPL stock opened at $2.28 on Wednesday. Replimune Group has a twelve month low of $1.50 and a twelve month high of $13.24. The company has a current ratio of 5.60, a quick ratio of 5.60 and a debt-to-equity ratio of 0.33. The company has a market capitalization of $188.26 million, a P/E ratio of -0.66 and a beta of 0.74. The firm has a 50 day simple moving average of $7.21 and a 200-day simple moving average of $7.88.

Replimune Group (NASDAQ:REPL) last released its quarterly earnings results on Tuesday, February 3rd. The company reported ($0.77) earnings per share for the quarter, topping analysts’ consensus estimates of ($0.85) by $0.08.

Institutional Trading of Replimune Group

Institutional investors and hedge funds have recently made changes to their positions in the stock. Fcpm Iii Services B.V. raised its position in shares of Replimune Group by 6.4% during the 3rd quarter. Fcpm Iii Services B.V. now owns 4,158,368 shares of the company’s stock worth $17,424,000 after purchasing an additional 248,672 shares during the period. Erste Asset Management GmbH raised its position in shares of Replimune Group by 13,597.5% during the 3rd quarter. Erste Asset Management GmbH now owns 1,630,000 shares of the company’s stock worth $7,074,000 after purchasing an additional 1,618,100 shares during the period. Braidwell LP raised its position in shares of Replimune Group by 550.3% during the 3rd quarter. Braidwell LP now owns 2,750,092 shares of the company’s stock worth $11,523,000 after purchasing an additional 2,327,205 shares during the period. Readystate Asset Management LP raised its position in shares of Replimune Group by 1,296.2% during the 3rd quarter. Readystate Asset Management LP now owns 2,621,012 shares of the company’s stock worth $10,982,000 after purchasing an additional 2,433,292 shares during the period. Finally, Quinn Opportunity Partners LLC acquired a new stake in shares of Replimune Group during the 3rd quarter worth approximately $2,727,000. 92.53% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In other Replimune Group news, insider Christopher Sarchi sold 6,500 shares of the stock in a transaction that occurred on Thursday, April 2nd. The stock was sold at an average price of $8.01, for a total transaction of $52,065.00. Following the transaction, the insider owned 151,588 shares of the company’s stock, valued at $1,214,219.88. This trade represents a 4.11% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 5.20% of the stock is currently owned by corporate insiders.

More Replimune Group News

Here are the key news stories impacting Replimune Group this week:

• Neutral Sentiment: Analyst note roundup — several firms issued new/updated ratings: Leerink reaffirmed Market Perform, Jefferies reiterated Hold, and Wedbush published a Neutral. These are mostly stance-maintaining actions rather than bullish moves. Leerink Partners Reaffirms “Market Perform” Jefferies Reiterates Hold Wedbush Neutral
• Negative Sentiment: FDA rejects RP1 melanoma BLA citing trial-design concerns — the regulatory setback is the primary negative catalyst and undermines the commercial pathway/timing for RP1, prompting sharp investor selling. Replimune Group (REPL) Is Down 75.0% After FDA Rejects RP1 Melanoma BLA Over Trial Design Concerns
• Negative Sentiment: Operational impact — the company plans layoffs (63 employees) after the FDA rejection, signaling cost cuts and potential disruption to programs and morale. This amplifies downside risk to near-term execution. Mass. biotech company to lay off 63 employees after FDA rejects cancer drug for 2nd time
• Negative Sentiment: Multiple analyst downgrades and negative ratings — BMO cut to Underperform, JPMorgan to Underweight, Cantor lowered to Hold and HC Wainwright maintains a Sell. These actions increase selling pressure and reduce prospective investor demand. BMO Downgrades to Underperform JPMorgan Underweight Cantor Fitzgerald Lowers Rating HC Wainwright Reaffirms “Sell”
• Negative Sentiment: Analyst estimate cuts — HC Wainwright sharply trimmed Q1–Q4 2027 and FY2027 EPS forecasts (and lowered guidance for several quarters), reflecting expectations of greater cash burn, delayed approvals, or program setbacks; this reduces near-term valuation support. (Source: HC Wainwright research notes via market summaries)

Replimune Group Company Profile

Replimune Group, Inc is a clinical‐stage biotechnology company focused on developing next‐generation oncolytic immunotherapies for the treatment of solid tumors. The company’s proprietary “RP” platform leverages genetically engineered herpes simplex virus type 1 (HSV-1) vectors armed with immunomodulatory payloads to selectively infect, replicate within and destroy cancer cells, while also stimulating systemic antitumor immune responses.

Replimune’s lead candidate, RP1, incorporates GM-CSF and a fusogenic protein to enhance both direct oncolysis and immune activation.