Barclays Lowers Repligen (NASDAQ:RGEN) Price Target to $175.00

Repligen (NASDAQ:RGEN) had its price objective lowered by stock analysts at Barclays from $200.00 to $175.00 in a note issued to investors on Wednesday,Benzinga reports. The brokerage presently has an “overweight” rating on the biotechnology company’s stock. Barclays‘s target price would suggest a potential upside of 30.94% from the company’s current price.

Several other analysts have also recently issued reports on the company. UBS Group upped their price objective on Repligen from $190.00 to $200.00 and gave the stock a “buy” rating in a report on Friday, January 16th. Jefferies Financial Group set a $160.00 target price on Repligen and gave the company a “hold” rating in a research report on Tuesday, October 28th. Canaccord Genuity Group boosted their target price on shares of Repligen from $150.00 to $165.00 and gave the company a “hold” rating in a research note on Wednesday, October 29th. KeyCorp reaffirmed an “overweight” rating on shares of Repligen in a research note on Wednesday. Finally, Wall Street Zen raised shares of 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 assigned a Buy rating and three have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $174.58.

Repligen Price Performance

NASDAQ:RGEN opened at $133.65 on Wednesday. The business’s 50-day simple moving average is $154.86 and its two-hundred day simple moving average is $146.68. The stock has a market cap of $7.52 billion, a PE 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 company has a quick ratio of 7.14, a current ratio of 8.37 and a debt-to-equity ratio of 0.26.

Repligen (NASDAQ:RGEN) last posted its quarterly 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 return on equity of 4.71% and a net margin of 6.62%.The company had revenue of $197.91 million for the quarter, compared to analysts’ expectations of $192.23 million. During the same period in the previous year, the firm earned $0.44 EPS. The firm’s revenue was up 18.1% compared to the same quarter last year. Repligen has set its FY 2026 guidance at 1.930-2.010 EPS. As a group, analysts forecast that Repligen will post 1.72 EPS for the current fiscal year.

Insider Buying and Selling at Repligen

In other Repligen news, Director Karen A. Dawes sold 275 shares of the business’s stock in a transaction dated Wednesday, December 17th. The shares were sold at an average price of $161.00, for a total value of $44,275.00. Following the completion of the transaction, the director directly owned 91,821 shares in the company, valued at approximately $14,783,181. The trade was a 0.30% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. 1.20% of the stock is owned by company insiders.

Institutional Trading of Repligen

Institutional investors have recently modified their holdings of the company. United Capital Financial Advisors LLC purchased a new position in shares of Repligen in the third quarter worth $368,387,000. Opti Capital Management LP acquired a new position in shares of Repligen in the 4th quarter valued at $2,399,209,000. Massachusetts Financial Services Co. MA acquired a new position in shares of Repligen in the 4th quarter valued at $199,176,000. Price T Rowe Associates Inc. MD raised its stake in Repligen by 31.1% in the 4th quarter. Price T Rowe Associates Inc. MD now owns 4,599,061 shares of the biotechnology company’s stock worth $753,603,000 after acquiring an additional 1,091,683 shares during the last quarter. Finally, RTW Investments LP acquired a new stake in Repligen during the 4th quarter worth about $174,347,000. 97.64% of the stock is currently owned by institutional investors.

Repligen News Roundup

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.