Repligen Corporation

NasdaqGS:RGEN 주식 리포트

시가총액: US$7.1b

Repligen 향후 성장

Future 기준 점검 4/6

Repligen (는) 각각 연간 30.3% 및 13.4% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 28.9% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 7.8% 로 예상됩니다.

핵심 정보

30.3%

이익 성장률

28.89%

EPS 성장률

Life Sciences 이익 성장16.9%
매출 성장률13.4%
향후 자기자본이익률7.84%
애널리스트 커버리지

Good

마지막 업데이트06 May 2026

최근 향후 성장 업데이트

분석 기사 • 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...

Recent updates

내러티브 업데이트 • 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.
내러티브 업데이트 • 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
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
내러티브 업데이트 • 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.
분석 기사 • 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...
내러티브 업데이트 • 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.
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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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새 내러티브 • 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

이익 및 매출 성장 예측

NasdaqGS:RGEN - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/20281,09014220125111
12/31/202794510014719318
12/31/20268246711916220
3/31/202676351104131N/A
12/31/20257384992117N/A
9/30/20257082103131N/A
6/30/2025674-14103132N/A
3/31/2025650-23117146N/A
12/31/2024634-26142175N/A
9/30/2024634-8131165N/A
6/30/20246209119155N/A
3/31/202462024110147N/A
12/31/20236323675114N/A
9/30/202365310197147N/A
6/30/202371212451149N/A
3/31/202376115446160N/A
12/31/202280218639172N/A
9/30/202280116615160N/A
6/30/202277915941141N/A
3/31/202273414642133N/A
12/31/202167112848119N/A
9/30/20215931193584N/A
6/30/20215091004083N/A
3/31/2021433803262N/A
12/31/2020366603663N/A
9/30/2020327444465N/A
6/30/2020302314266N/A
3/31/2020286234367N/A
12/31/201927021N/A67N/A
9/30/201925323N/A55N/A
6/30/201923327N/A53N/A
3/31/201921021N/A41N/A
12/31/201819417N/A33N/A
9/30/201818423N/A42N/A
6/30/201817123N/A21N/A
3/31/201815529N/A18N/A
12/31/201714128N/A17N/A
9/30/201712521N/A4N/A
6/30/201711318N/A5N/A
3/31/201711013N/A12N/A
12/31/201610512N/A8N/A
9/30/20161007N/A9N/A
6/30/2016968N/A17N/A
3/31/2016888N/A14N/A
12/31/2015849N/A15N/A
9/30/2015789N/A13N/A
6/30/2015748N/A13N/A

애널리스트 향후 성장 전망

수입 대 저축률: RGEN 의 연간 예상 수익 증가율(30.3%)이 saving rate(3.5%)보다 높습니다.

수익 vs 시장: RGEN 의 연간 수익(30.3%)이 US 시장(16.4%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 수익: RGEN 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.

수익 대 시장: RGEN 의 수익(연간 13.4%)이 US 시장(연간 11.4%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 매출: RGEN 의 수익(연간 13.4%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: RGEN의 자본 수익률은 3년 후 7.8%로 낮을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/06 12:59
종가2026/05/06 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
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  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
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시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
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주요 개발10년
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산업 및 섹터 지표

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분석가 소스

Repligen Corporation는 29명의 분석가가 다루고 있습니다. 이 중 20명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Luke SergottBarclays
Robert WassermanBenchmark Company
Hugo SolvetBNP Paribas