Repligen (RGEN) Resumen de Acciones
Repligen Corporation, empresa de ciencias de la vida, desarrolla y comercializa tecnologías y sistemas de bioprocesamiento en Norteamérica, Europa, Asia-Pacífico e internacionalmente. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 3/6 |
| Crecimiento futuro | 4/6 |
| Rendimiento pasado | 2/6 |
| Salud financiera | 5/6 |
| Dividendos | 0/6 |
Recompensas
Análisis de riesgos
No se han detectado riesgos en RGEN a partir de nuestros controles de riesgos.
RGEN Community Fair Values
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Analyst Price Targets
Pharmaceuticals & Biotech opportunity
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US$7.676.1% infravalorado descuento intrínseco
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Read full narrativeCompetidores de Repligen Corporation
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | US$123.46 |
| Máximo en las últimas 52 semanas | US$175.77 |
| Mínimo de 52 semanas | US$109.50 |
| Beta | 1.09 |
| Cambio en 1 mes | 2.80% |
| Variación en 3 meses | -13.70% |
| Cambio de 1 año | -7.67% |
| Variación en 3 años | -19.85% |
| Variación en 5 años | -25.57% |
| Variación desde la OPV | 1,104.49% |
Noticias y actualizaciones recientes
Recent updates
Actualización del análisis • Apr 25
RGEN: recalibrated Street Expectations Will Shape Bullish Long Term Outlook
The analyst price target for Repligen has been reduced from about $160.90 to $140.00, as analysts factor in updated assumptions for revenue growth, profit margins, discount rates and future P/E following a mix of recent target cuts and one upward revision across the Street. Analyst Commentary Street research on Repligen over recent months points to a mixed but generally more cautious stance, with several firms trimming price targets while one research house lifted its target.
Actualización del análisis • Apr 09
RGEN: Multi Year Guidance And M&A Dry Powder Will Support Future Upside
Narrative Update on Repligen The analyst price target for Repligen has been adjusted slightly lower, with the updated fair value moving from about $186.82 to $183.88 as analysts factor in recent target cuts, alongside generally positive views on guidance and execution. Analyst Commentary Recent Street research on Repligen clusters around a group of target cuts following the latest Q4 report and FY26 outlook, alongside a smaller number of target increases.Seeking Alpha • Apr 08
Repligen: Advancing, Yet Much More Work Ahead
Summary Repligen has returned to double-digit organic growth, with 2026 guidance for a 10%-14% revenue increase and margin improvement. Despite strong positioning in bioprocessing and a robust net cash balance, Repligen trades at demanding valuations—about 8.5x sales and ~30x 2030 earnings. Management targets 30% EBITDA and 25% EBIT margins by 2030, but current margins remain in the high single-digits to low teens. I remain upbeat on Repligen's growth prospects but cautious on the shares due to high valuation and the need for further margin expansion. Read the full article on Seeking AlphaActualización del análisis • Mar 25
RGEN: Multi Year Guidance And M&A Focus Will Support Future Upside
Repligen's analyst price target has been adjusted modestly higher to $186.82, with analysts pointing to refreshed assumptions around revenue growth, profit margins, and future P/E expectations following recent target changes across firms such as H.C. Wainwright, UBS, Evercore ISI, Wells Fargo, and Barclays. Analyst Commentary Recent target changes reflect a mix of optimism and caution around Repligen, with analysts adjusting their models after the latest Q4 results and FY26 guidance.Actualización del análisis • Mar 10
RGEN: M&A And New Bioprocessing Resins Will Support Future Upside
Narrative Update: Repligen Repligen's updated analyst price target reflects a modest reset, with fair value moving from about $190.89 to $186.28 as analysts factor in slightly lower revenue growth and profit margin assumptions along with a marginally higher discount rate, while still generally highlighting solid recent execution and cautious company guidance. Analyst Commentary Recent Street research on Repligen shows a mixed but generally constructive stance, with several firms trimming price targets while maintaining positive ratings.Actualización del análisis • Feb 24
RGEN: M&A Focus And New Bioprocessing Resins Will Drive Future Upside
Analysts have raised their Repligen price target by $10 to $190.89, citing updated assumptions for discount rates, revenue growth, profit margins, and future P/E as reflected in recent Street research. Analyst Commentary Bullish Takeaways Bullish analysts see the higher US$190.89 price target as better aligned with updated assumptions for discount rates and future P/E, suggesting the shares may not fully reflect their revised valuation framework.Actualización del análisis • Feb 09
RGEN: M&A Ambitions And New Resins Portfolio Will Shape Bullish Outlook
Analysts have lifted their price target on Repligen by US$10, citing updated assumptions that reflect revised fair value estimates, a tweaked discount rate, adjusted revenue growth and profit margin expectations, and an updated future P/E multiple. Analyst Commentary Even with the higher price target, some research commentary points to risks that readers should keep in mind when weighing Repligen at current levels.Actualización del análisis • Jan 26
RGEN: Process Analytics Strength And Biopharma Recovery Will Support Further Upside
Analysts have nudged their price targets on Repligen higher, with our updated fair value estimate moving modestly to about US$190.89 per share. This is supported by recent Street research citing raised targets following a 3Q25 revenue beat and a relatively improving biopharma outlook, with growth across all franchises led by Process Analytics.Actualización del análisis • Jan 12
RGEN: Process Analytics Strength And Biopharma Recovery Will Support Upside In 2025
Analysts have lifted their price target on Repligen to about US$190 from US$187, pointing to recent target raises, including Canaccord's move to US$165 on 3Q25 revenue outperformance, a relatively improving biopharma outlook, and solid contributions from Process Analytics and other franchises. Analyst Commentary Bullish Takeaways Bullish analysts see the move to a higher price target as a reflection of stronger than expected 3Q25 revenue, which they view as supportive of the current valuation range.Actualización del análisis • Dec 27
RGEN: Process Analytics Momentum And Biopharma Recovery Will Shape Risk Balanced Outlook
Narrative Update We are raising our Repligen fair value estimate from $131.29 to $160.36 per share as analysts lift price targets toward $160 to $165 on better than expected Q3 results, broad-based revenue growth led by Process Analytics, and an improving outlook for biopharma end markets. Analyst Commentary Recent Street research reflects a cautiously constructive stance on Repligen, with higher price targets acknowledging near term execution outperformance while still embedding meaningful risk around sustainability of growth.
Actualización del análisis • Dec 13
RGEN: Bioprocessing Recovery And Guidance Raise Will Support Upside Potential
Analysts have nudged our Repligen price target higher to $165, reflecting a modest trim to fair value estimates to about $216.62 per share, alongside slightly lower long term revenue growth and discount rate assumptions, but reinforced by recent target increases from the Street on better than expected quarterly results, improving biopharma demand, and confidence in the company s bioprocessing driven double digit growth potential. Analyst Commentary Bullish analysts have become incrementally more constructive on Repligen following its recent quarterly performance, citing a healthier biopharma demand backdrop and stronger than expected execution across key franchises.Actualización del análisis • Nov 27
RGEN: Volume Recovery and End-Market Stability Will Support Measured Upside in 2025
Narrative Update on Repligen Analysts have raised their price targets on Repligen by up to $15. They cite stronger-than-expected quarterly results and improved industry outlooks as driving positive momentum for the company.Artículo de análisis • Nov 12
Repligen's (NASDAQ:RGEN) Earnings May Just Be The Starting Point
Even though Repligen Corporation ( NASDAQ:RGEN ) posted strong earnings, investors appeared to be underwhelmed. We did...Actualización del análisis • Nov 11
RGEN: End-Market Improvements Will Drive Stronger Momentum Through 2025
Analysts have increased their price target for Repligen slightly, from $184.76 to $187.00. They cite a recent revenue beat, an improving sector outlook, and expectations for continued growth across key business areas.Artículo de análisis • Oct 31
Repligen Corporation Just Beat EPS By 18%: Here's What Analysts Think Will Happen Next
Repligen Corporation ( NASDAQ:RGEN ) investors will be delighted, with the company turning in some strong numbers with...Actualización del análisis • Oct 28
Recovery In Industry Demand And Market Stability Will Drive Renewed Momentum
Repligen's analyst price target has been increased from $179.78 to $184.76, as analysts see improving market stability and anticipate a return to stronger revenue growth despite recent headwinds. Analyst Commentary Recent updates from street research highlight a renewed sense of optimism among analysts, along with acknowledgment of ongoing industry challenges.Artículo de análisis • Oct 04
Why Investors Shouldn't Be Surprised By Repligen Corporation's (NASDAQ:RGEN) 28% Share Price Surge
Repligen Corporation ( NASDAQ:RGEN ) shares have had a really impressive month, gaining 28% after a shaky period...Artículo de análisis • Sep 01
Is Repligen (NASDAQ:RGEN) A Risky Investment?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Artículo de análisis • Jul 29
Why Investors Shouldn't Be Surprised By Repligen Corporation's (NASDAQ:RGEN) P/S
When you see that almost half of the companies in the Life Sciences industry in the United States have price-to-sales...Nuevo análisis • May 26
Biomanufacturing Expansion Will Create New Global Opportunities
Strong demand in biomanufacturing and effective market expansion are driving sustained revenue growth and improved margins for Repligen.Seeking Alpha • Mar 20
Repligen: Ongoing Bioprocessing Market Recovery
Summary I reiterate a 'buy' rating for Repligen with a one-year price target of $175 per share, driven by strong bioprocessing market recovery. Repligen reported 3% organic revenue growth and 13% growth in non-COVID business, with record-high order intakes since Q2 FY22. The acquisition of 908 Devices' bioprocessing analytics portfolio enhances Repligen's process analytical technology, adding significant value to its offerings. Despite challenges in the protein business, I expect 12% organic revenue growth in FY25, supported by new product launches and market normalization. Read the full article on Seeking AlphaSeeking Alpha • Nov 12
Repligen Corporation's Earnings Preview: Expensive With Mixed Growth Prospects
Summary Repligen Corporation is a bioprocessing technology company focusing on process intensification, purification, and fluid management, with strategic acquisitions to enhance its capabilities. Though integration risks remain, RGEN's recent acquisition of Tantti Laboratory aims to bolster its chromatography and biomolecule purification capacities. The potential acquisition of Maravai LifeSciences could impact RGEN's future growth, but past failed attempts and divestment plans add uncertainty. Also, I believe international revenue exposure and foreign exchange volatility present additional risks for RGEN’s near-term financial performance. Despite a healthy underlying business, RGEN faces valuation concerns, tax loss harvesting, and uncertain growth, leading to a "Hold" rating ahead of its earnings report. Read the full article on Seeking AlphaSeeking Alpha • Jul 13
Repligen: Strong Filtration Growth, Offset By Other Challenges
Summary Repligen's Q1 revenue declined by 20% organically, driven by Covid-related business decline and reduced demand in China and protein business. Strong growth and pipelines in the core filtration business, with non-Covid filtration revenue surging by more than 15% in Q1. FY24 outlook includes -1% to +4% base revenue growth, with expectations of industry recovery in the second half of 2024 and a one-year price target of $150 per share. Read the full article on Seeking AlphaSeeking Alpha • May 30
Repligen Stock: Still Quite Overvalued
Summary Repligen Corporation stock has dropped 15% since our initial analysis of the stock just over six months ago. The company has posted a couple of quarterly earnings reports since then, and the company's balance sheet is in solid shape. That said, Repligen has hit a growth hiccup, and company insiders have picked up selling shares recently. An updated analysis around Repligen follows in the paragraphs below. Read the full article on Seeking AlphaRentabilidad de los accionistas
| RGEN | US Life Sciences | Mercado US | |
|---|---|---|---|
| 7D | 4.4% | 1.9% | 2.2% |
| 1Y | -7.7% | 7.9% | 31.1% |
Rentabilidad vs. Industria: Los resultados de RGEN fueron inferiores a los de la industria US Life Sciences, que obtuvo un rendimiento del 7.9% el año pasado.
Rentabilidad vs. Mercado: RGEN obtuvo unos resultados inferiores a los del mercado US, que fueron del 31.1% el año pasado.
Volatilidad de los precios
| RGEN volatility | |
|---|---|
| RGEN Average Weekly Movement | 6.9% |
| Life Sciences Industry Average Movement | 8.3% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
Precio estable de las acciones: RGEN no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.
Volatilidad a lo largo del tiempo: La volatilidad semanal de RGEN (7%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 1981 | 2,000 | Olivier Loeillot | www.repligen.com |
Repligen Corporation, una empresa de ciencias de la vida, desarrolla y comercializa tecnologías y sistemas de bioprocesamiento en Norteamérica, Europa, Asia-Pacífico e internacionalmente. Los productos de la empresa incluyen consumibles de fibra hueca, el sistema de cromatografía KRM, resinas para nuevas modalidades, PATsmart MAVERICK y PATsmart MAVEN para la supervisión y el control en tiempo real de parámetros críticos de bioprocesamiento, PATsmart REBEL, un analizador en línea de medios de cultivo celular; y PATsmart ZipChip, un dispositivo de separación de muestras de alta resolución, el sistema de espectroscopia de pendiente PATsmart SoloVPE y el sistema SoloVPE PLUS. Ofrece ligandos de Protien A que son los componentes de unión de las resinas de cromatografía de afinidad de Protein A; y productos de factores de crecimiento para cultivos celulares.
Resumen de fundamentos de Repligen Corporation
| Estadísticas fundamentales de RGEN | |
|---|---|
| Capitalización bursátil | US$6.96b |
| Beneficios(TTM) | US$51.40m |
| Ingresos (TTM) | US$763.34m |
135.5x
Ratio precio-beneficio (PE)9.1x
Ratio precio-ventas (PS)¿Está RGEN sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de RGEN | |
|---|---|
| Ingresos | US$763.34m |
| Coste de los ingresos | US$357.71m |
| Beneficio bruto | US$405.63m |
| Otros gastos | US$354.23m |
| Beneficios | US$51.40m |
Últimos beneficios comunicados
Mar 31, 2026
Próxima fecha de beneficios
n/a
| Beneficios por acción (BPA) | 0.91 |
| Margen bruto | 53.14% |
| Margen de beneficio neto | 6.73% |
| Ratio deuda/patrimonio | 26.0% |
¿Cómo se ha desempeñado RGEN a largo plazo?
Ver rendimiento histórico y comparativaAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/11 09:02 |
| Precio de las acciones al final del día | 2026/05/08 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Repligen Corporation está cubierta por 29 analistas. 20 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Luke Sergott | Barclays |
| Robert Wasserman | Benchmark Company |
| Hugo Solvet | BNP Paribas |