UBS Group Has Lowered Expectations for Repligen (NASDAQ:RGEN) Stock Price

Repligen (NASDAQ:RGEN) had its price target lowered by analysts at UBS Group from $200.00 to $195.00 in a research report issued to clients and investors on Wednesday,Benzinga reports. The firm presently has a “buy” rating on the biotechnology company’s stock. UBS Group’s price target suggests a potential upside of 45.90% from the stock’s current price.

Several other analysts have also recently issued reports on RGEN. Wall Street Zen upgraded shares of Repligen from a “hold” rating to a “buy” rating in a research note on Saturday, February 7th. Canaccord Genuity Group upped their price target on shares of Repligen from $150.00 to $165.00 and gave the stock a “hold” rating in a report on Wednesday, October 29th. Jefferies Financial Group set a $160.00 price objective on Repligen and gave the stock a “hold” rating in a research report on Tuesday, October 28th. Wells Fargo & Company dropped their price objective on Repligen from $190.00 to $180.00 and set an “overweight” rating for the company in a research note on Wednesday. Finally, Barclays decreased their target price on Repligen from $200.00 to $175.00 and set an “overweight” rating on the stock in a research note on Wednesday. One investment analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $174.58.

Repligen Stock Up 1.1%

Shares of NASDAQ RGEN opened at $133.65 on Wednesday. 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 company has a market cap of $7.52 billion, a P/E ratio of 157.24, a P/E/G ratio of 2.50 and a beta of 1.13. Repligen has a 52 week low of $102.96 and a 52 week high of $175.77. The business has a 50-day simple moving average of $154.86 and a two-hundred day simple moving average of $146.68.

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

Insider Buying and Selling at Repligen

In related news, Director Karen A. Dawes sold 275 shares of Repligen stock in a transaction on Wednesday, December 17th. The shares were sold at an average price of $161.00, for a total value of $44,275.00. Following the transaction, the director owned 91,821 shares in the company, 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 through the SEC website. Insiders own 1.20% of the company’s stock.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently modified their holdings of the stock. Measured Wealth Private Client Group LLC bought a new stake in shares of Repligen in the 3rd quarter valued at about $29,000. Bayforest Capital Ltd bought a new position in Repligen during the 4th quarter worth approximately $32,000. Rachor Investment Advisory Services LLC purchased a new position in Repligen in the 4th quarter worth approximately $33,000. Los Angeles Capital Management LLC purchased a new position in Repligen in the 4th quarter worth approximately $36,000. Finally, Hantz Financial Services Inc. lifted its position in Repligen by 2,663.6% in the second 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. 97.64% of the stock is owned by institutional investors.

Key Stories Impacting Repligen

Here are the key news stories impacting Repligen this week:

• Positive Sentiment: Q4 beat: Repligen topped Q4 EPS estimates and reported revenue up ~18% Y/Y with solid organic growth and improving margins — the core reason for the bullish reaction. Repligen’s Q4 Earnings Beat Estimates, Revenues Surge Y/Y
• Positive Sentiment: Earnings call details/transcript: Management reiterated execution, discussed margin leverage and set FY2026 EPS guidance (1.93–2.01), supporting the beat and forward visibility. Repligen (RGEN) Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Analyst nuance: Canaccord maintained a Hold and flagged limited upside at current valuation despite solid execution — suggests investors should watch valuation vs. growth. Repligen: Solid Execution and Credible Growth Outlook, But Upside Limited at Current Valuation
• Neutral Sentiment: Narrative shift discussion: Coverage highlights management’s aims on new targets, potential M&A activity and product positioning — strategic developments that could drive longer-term upside but are not immediate earnings catalysts. How The Repligen (RGEN) Narrative Is Shifting With New Targets M&A Plans And Products
• Negative Sentiment: Price-target trims: UBS cut its target to $195 (still a buy), Barclays trimmed to $175 (still overweight) and Wells Fargo cut to $180 (still overweight) — modest downgrades to upside expectations that could weigh on near-term momentum. Benzinga TickerReport

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.