Repligen Corporation (RGEN) Stock Price & Analysis

Repligen Corporation (RGEN) closed at USD 178.71 on Thursday, October 22, 2026, down 0.72% on the day. The US market is currently closed (pre-market); this is not a live price.

The prior close was USD 180.01; the Oct 22, 2026 session ranged USD 176–185.03 on volume of 1,272,473 shares. Market capitalization is $11.35B, with a 52-week range of USD 100.99–198.87 (NMS). Source: Nexqual, retrieved October 23, 2026 at 10:01 UTC.

Also available as compact Markdown for AI agents: nexqual.com/RGEN.md

Key facts (RGEN)

• Last four reported quarters (through Jun 30, 2026): revenue $785M, net income $41.5M (5.3% margin), free cash flow $112M (SEC filings).
• Valuation: P/E 273.1x (avg 237.2x at the last 2 fiscal year-ends), EV/EBITDA 77.3x, net cash $259M.
• 2 of 80 tracked superinvestors hold RGEN (13F, Q2 2026): 0 new, 2 added, 0 reduced, 0 unchanged.
• Insider open-market sales, last ~7 months: 8 Form 4 filings, $6.7M; 0 not under a Rule 10b5-1 plan ($0K); 0 by opportunistic insiders, 0 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
• Analysts: Buy (mean 2.05 on a 1–5 scale) (22 analysts), mean target USD 199.7 (range 160–235).
• Total return with dividends: 1Y +8.2% vs S&P 500 +14.9%; 5Y -35.0% vs S&P 500 +80.3%.
• Next earnings: 2026-10-27, EPS estimate USD 0.46, revenue estimate $207M.

Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (RGEN)

Fiscal years end Dec. EPS is split-adjusted.

Valuation (price ÷ last four quarters, through Jun 30, 2026) (RGEN)

P/E 273.1x · P/S 14.4x · EV/EBITDA 77.3x · EV/Sales 14.1x · P/FCF 101.3x · P/B 5.4x · FCF yield 0.99% · Earnings yield 0.37% · Net cash $259M · EV $11.1B

P/E at fiscal year-ends: Dec 2025 189.6x, Dec 2023 284.8x.

Superinvestors (SEC 13F-HR, Q2 2026) (RGEN)

2 of 80 tracked investors hold RGEN. Each row is the investor's latest 13F; change is vs their prior-quarter share count.

Insider sales (SEC Form 4, open-market, last ~7 months) (RGEN)

8 of 8 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.

% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).

Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.

Analysts (RGEN)

Consensus Buy (mean 2.05 on a 1–5 scale), 22 analysts; mean target USD 199.7 (low 160, high 235).

Rating changes, last 120 days:

Total return (dividends reinvested) (RGEN)

RGEN revenue by product line (quarter ended Jun 30, 2026)

As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).

RGEN suppliers, customers and competitors (named in its 10-K)

Quoted from the company's 10-K filed Feb 26, 2026.

Companies that name RGEN in their SEC reports

RGEN company outlook (results filed Jul 28, 2026)

• “The Company is also providing updated financial guidance for the full year 2026.”

Quoted word-for-word from the SEC 8-K results press release.

RGEN analyst estimates and revisions

Key Statistics (as of October 23, 2026 at 10:01 UTC)

Technical Analysis (RGEN)

Nexqual's technical model rates RGEN "BUY" based on 4 bullish and 1 bearish signals across 127 daily candles, as of October 23, 2026 at 10:01 UTC.

Analyst Ratings (RGEN)

Wall Street analysts rate RGEN "Buy" based on 22 analysts, with a mean price target of USD 199.7 (range USD 160–235), per Nexqual as of October 23, 2026 at 10:01 UTC.

Earnings (RGEN)

Recent Earnings History

Source: Nexqual, October 23, 2026 at 10:01 UTC.

Financials & Fundamentals (RGEN)

Source: Nexqual, October 23, 2026 at 10:01 UTC.

Ownership (RGEN)

Source: Nexqual, October 23, 2026 at 10:01 UTC.

Leadership (RGEN)

Repligen Corporation is led by Olivier Loeillot, President, CEO & Director, per Nexqual as of October 23, 2026 at 10:01 UTC.

Major Backers & Investors (RGEN)

Notable institutional backers of Repligen Corporation include FMR, LLC, United Capital Financial Advisors, LLC, Maverick Capital Ltd., according to Nexqual as of October 23, 2026 at 10:01 UTC.

Active Investors

Index Funds (Passive)

Source: Nexqual, October 23, 2026 at 10:01 UTC.

From Repligen Corporation's Latest SEC 10-K Filing (filed 2026-02-26)

Key Strengths & Strategy (as disclosed to the SEC)

• Antibody-based biologics alone accounted for approximately $300 billion of global biopharma revenue in 2025.
• As further described below, we own or have exclusive rights to more than 250 active patent grants and 150 pending patent applications in the United States and other foreign jurisdictions including Australia, Canada, China, France, Germany, India, Japan, South Korea, Sweden, Taiwan and the United Kingdom.
• Building on over 40 years of industry expertise, we have developed a broad and diversified product portfolio that reflects our passion for innovation and the customer-first culture that drives our entire organization.
• We plan to strengthen our existing product lines with complementary products and technologies, including fluid management products, that are designed to allow us to provide customers with an integrated, more automated and more efficient manufacturing process on one or more measures including flexibility, convenience, time savings, cost reduction and product yield.

Partnerships

• For example, we entered into a 15-year exclusive License Agreement with Daylight (the "Daylight Agreement"), giving us exclusive license and commercialization rights to use certain technology and intellectual property in bioprocessing.
• We have a long-term supply agreement with Purolite for NGL-Impact and potential additional affinity ligands that may advance from our Navigo collaboration.

Legal & Regulatory Risks (Item 1A, quoted)

• We are subject to export and import control laws and regulations that could impair our ability to compete in international markets or subject us to liability if we violate such laws and regulations.
• Climate change, climate change-related regulation and sustainability concerns could adversely affect our businesses and the operations of our subsidiaries, and any actions we take or fail to take in response to such matters could damage our reputation.
• We may be exposed to liabilities under the Foreign Corrupt Practices Act, and any determination that we violated the Foreign Corrupt Practices Act could have a material adverse effect on our business.
• Changes in accounting standards and subjective assumptions, estimates, and judgments by management related to complex accounting matters could significantly affect our financial results or financial condition.

Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.

Peers & Related Stocks

Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 10:01 UTC. This page is informational and not investment advice.

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