Repligen Corporation

Informe acción NasdaqGS:RGEN

Capitalización de mercado: US$6.0b

Repligen Resultados de beneficios anteriores

Pasado controles de criterios 2/6

Los beneficios de Repligen han disminuido a una tasa media anual de -39.6%, mientras que en la industria Life Sciences los beneficios disminuyeron en un 3.8% anualmente. Los ingresos han ido creciendo a una tasa media de 2.7% al año. La rentabilidad financiera de Repligen es de 2.4%, y sus márgenes netos son de 6.7%.

Información clave

-39.60%

Tasa de crecimiento de los beneficios

-40.07%

Tasa de crecimiento del BPA

Crecimiento de la industria Life Sciences 21.51%
Tasa de crecimiento de los ingresos2.72%
Rentabilidad financiera2.44%
Margen neto6.73%
Última actualización de beneficios31 Mar 2026

Actualizaciones de resultados anteriores recientes

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...

Recent updates

Actualización de narrativa May 11

RGEN: Recalibrated Street Expectations And Hubs Expansion Will Shape Long Term Outlook

Analysts now place Repligen's fair value at $142, a $2 adjustment that reflects a mix of recent price target cuts and increases as they weigh updated growth expectations, margins, and P/E assumptions from the latest round of Street research. Analyst Commentary The latest Street research on Repligen shows a split tape, with some firms lifting targets and others cutting them, which nets out to the modest US$2 bump in the aggregated fair value estimate to US$142.
Actualización de narrativa 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 de narrativa 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 Alpha
Actualización de narrativa 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 de narrativa 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 de narrativa 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 de narrativa 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 de narrativa 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 de narrativa 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 de narrativa 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 de narrativa 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 de narrativa 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 de narrativa 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 de narrativa 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...
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Nueva narrativa 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha

Desglose de ingresos y gastos

Cómo gana y gasta dinero Repligen. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).


Historial de beneficios e ingresos

NasdaqGS:RGEN Ingresos, gastos y beneficios (USD Millions)
FechaIngresosBeneficiosGastos G+AGastos de I+D
31 Mar 267635129556
31 Dec 257384929053
30 Sep 25708227452
30 Jun 25674-1425747
31 Mar 25650-2324844
31 Dec 24634-2623843
30 Sep 24634-823541
30 Jun 24620923342
31 Mar 246202422242
31 Dec 236323621743
30 Sep 2365310121344
30 Jun 2371212421243
31 Mar 2376115421844
31 Dec 2280218621644
30 Sep 2280116621542
30 Jun 2277915920441
31 Mar 2273414619439
31 Dec 2167112818434
30 Sep 2159311916432
30 Jun 2150910014527
31 Mar 214338012723
31 Dec 203666011620
30 Sep 203274411219
30 Jun 203023110720
31 Mar 202862310021
31 Dec 19270219619
30 Sep 19253238117
30 Jun 19233277216
31 Mar 19210216916
31 Dec 18194176616
30 Sep 18184236416
30 Jun 18171236414
31 Mar 18155295810
31 Dec 1714128529
30 Sep 1712521438
30 Jun 1711318348
31 Mar 1711013318
31 Dec 1610512317
30 Sep 161007277
30 Jun 16968286
31 Mar 16888256
31 Dec 15849256
30 Sep 15789236
30 Jun 15748216

Ingresos de calidad: RGEN tiene ganancias de alta calidad.

Margen de beneficios creciente: RGEN pasó a ser rentable.


Análisis del flujo de caja libre vs. Beneficios


Análisis del crecimiento de los beneficios en el pasado

Tendencia de beneficios: Los beneficios de RGEN han disminuido en un 39.6% al año en los últimos 5 años.

Acelerando crecimiento: RGEN ha pasado a ser rentable en el último año, lo que dificulta la comparación de la tasa de crecimiento de los beneficios con su promedio de 5 años.

Beneficios vs. Industria: RGEN ha pasado a ser rentable en el último año, lo que es difícil comparar el crecimiento de sus beneficios en el último año con el de la industria Life Sciences (3.8%).


Rentabilidad financiera

Alta ROE: La rentabilidad financiera de RGEN (2.4%) se considera baja.


Rentabilidad económica


Rendimiento del capital invertido


Descubre empresas con buenos resultados en el pasado

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/14 21:13
Precio de las acciones al final del día2026/05/14 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

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.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* 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. 21 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.

AnalistaInstitución
Luke SergottBarclays
Robert WassermanBenchmark Company
Hugo SolvetBNP Paribas