Repligen（RGEN）株式概要
リプリジェン・コーポレーションはライフサイエンス企業であり、北米、欧州、アジア太平洋地域、および国際的にバイオプロセス技術とシステムを開発、商業化している。 詳細
報酬
リスク分析
リスクチェックの結果、RGEN 、リスクは検出されなかった。
RGEN Community Fair Values
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Analyst Price Targets
Pharmaceuticals & Biotech opportunity
Repligen Corporation 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$123.46 |
| 52週高値 | US$175.77 |
| 52週安値 | US$109.50 |
| ベータ | 1.09 |
| 1ヶ月の変化 | 2.80% |
| 3ヶ月変化 | -13.70% |
| 1年変化 | -7.67% |
| 3年間の変化 | -19.85% |
| 5年間の変化 | -25.57% |
| IPOからの変化 | 1,104.49% |
最新ニュース
Recent updates
ナラティブ更新 • 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.
ナラティブ更新 • 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ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.
ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...新しいナラティブ • 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 Alpha株主還元
| RGEN | US Life Sciences | US 市場 | |
|---|---|---|---|
| 7D | 4.4% | 1.9% | 2.2% |
| 1Y | -7.7% | 7.9% | 31.1% |
業界別リターン: RGEN過去 1 年間で7.9 % の収益を上げたUS Life Sciences業界を下回りました。
リターン対市場: RGENは、過去 1 年間で31.1 % のリターンを上げたUS市場を下回りました。
価格変動
| 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% |
安定した株価: RGEN 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: RGENの 週次ボラティリティ ( 7% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1981 | 2,000 | Olivier Loeillot | www.repligen.com |
リプリジェン・コーポレーションはライフサイエンス企業であり、北米、欧州、アジア太平洋地域、および国際的にバイオプロセス技術とシステムの開発・商業化を進めている。同社の製品には、中空糸消耗品、KRMクロマトグラフィーシステム、新しいモダリティ用樹脂、重要なバイオプロセスパラメーターをリアルタイムでモニタリング・コントロールするPATsmart MAVERICKおよびPATsmart MAVEN、アットライン細胞培養培地分析装置PATsmart REBEL、高分解能サンプル分離装置PATsmart ZipChip、PATsmart SoloVPE勾配分光システム、SoloVPE PLUS Systemなどがある。同社は、プロテインAアフィニティークロマトグラフィーレジンの結合成分であるプロテインAリガンド、細胞培養成長因子製品を提供している。また、生物学的製剤の精製や品質管理に使用されるOPUSプレパックドクロマトグラフィーカラムなどのクロマトグラフィー製品やELISA検査キットも提供している。さらに、上流の灌流や細胞培養工程で使用されるろ過装置であるXCell ATF Cell Retention Systems、下流の生物学的製剤の濃縮、緩衝液交換、製剤化工程で使用されるTangenX flat sheet cassettes、KrosFlo tangential flow filtration and tangential flow depth filtration systems、ProConnex TFDF flow pathsなどのろ過製品も提供している。さらに、勾配分光システムなどのプロセス分析製品も提供している。同社はOPUS、XCell、XCell ATF、TFDF、KrosFlo、SIUS、ProConnex、Spectra/Por、NGL-Impact、SoloVPE、FlowVPE、RPM、XO、Metenova MixOne、AVIPureおよびFlowVPXのブランドで製品を提供している。同社はライフサイエンス、バイオ医薬品、診断薬会社、研究室研究者、製造受託機関向けに製品を販売している。Repligen CorporationはNavigo Proteins GmbHと複数のアフィニティーリガンドの開発に関する共同研究契約を結んでいる。1981年に設立され、マサチューセッツ州ウォルサムに本社を置く。
Repligen Corporation 基礎のまとめ
| RGEN 基礎統計学 | |
|---|---|
| 時価総額 | US$6.96b |
| 収益（TTM） | US$51.40m |
| 売上高(TTM) | US$763.34m |
135.5x
PER（株価収益率9.1x
P/SレシオRGEN は割高か？
公正価値と評価分析を参照収益と収入
| RGEN 損益計算書（TTM） | |
|---|---|
| 収益 | US$763.34m |
| 売上原価 | US$357.71m |
| 売上総利益 | US$405.63m |
| その他の費用 | US$354.23m |
| 収益 | US$51.40m |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 0.91 |
| グロス・マージン | 53.14% |
| 純利益率 | 6.73% |
| 有利子負債／自己資本比率 | 26.0% |
RGEN の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/11 10:38 |
| 終値 | 2026/05/08 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Repligen Corporation 20 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。29
| アナリスト | 機関 |
|---|---|
| Luke Sergott | Barclays |
| Robert Wasserman | Benchmark Company |
| Hugo Solvet | BNP Paribas |