Repligen (NASDAQ:RGEN) Price Target Lowered to $180.00 at Wells Fargo & Company

Repligen (NASDAQ:RGEN) had its price objective lowered by Wells Fargo & Company from $190.00 to $180.00 in a report published on Wednesday,Benzinga reports. The brokerage currently has an overweight rating on the biotechnology company’s stock.

A number of other research analysts also recently commented on RGEN. Wall Street Zen upgraded Repligen from a “hold” rating to a “buy” rating in a research note on Saturday, February 7th. Barclays increased their price objective on Repligen from $175.00 to $200.00 and gave the stock an “overweight” rating in a report on Monday, December 15th. KeyCorp reaffirmed an “overweight” rating on shares of Repligen in a research report on Wednesday. UBS Group boosted their target price on shares of Repligen from $190.00 to $200.00 and gave the stock a “buy” rating in a research report on Friday, January 16th. Finally, Jefferies Financial Group set a $160.00 price target on shares of Repligen and gave the company a “hold” rating in a report on Tuesday, October 28th. One analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating and three have given a Hold rating to the company’s stock. According to data from MarketBeat.com, Repligen has an average rating of “Moderate Buy” and a consensus price target of $174.58.

Repligen Stock Performance

Shares of RGEN opened at $132.14 on Wednesday. The company has a market capitalization of $7.44 billion, a PE ratio of 155.46, a PEG ratio of 2.54 and a beta of 1.13. The company has a debt-to-equity ratio of 0.26, a quick ratio of 7.14 and a current ratio of 8.37. The company’s 50 day moving average price is $155.34 and its 200 day moving average price is $146.77. Repligen has a 52 week low of $102.96 and a 52 week high of $175.77.

Repligen (NASDAQ:RGEN) last issued its earnings results on Tuesday, February 24th. The biotechnology company reported $0.49 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.44 by $0.05. Repligen had a net margin of 6.62% and a return on equity of 4.71%. The company had revenue of $197.91 million during the quarter, compared to analyst estimates of $192.23 million. During the same quarter last year, the business posted $0.44 EPS. The company’s revenue for the quarter was up 18.1% on a year-over-year basis. Repligen has set its FY 2026 guidance at 1.930-2.010 EPS. Research analysts expect that Repligen will post 1.72 EPS for the current fiscal year.

Insider Buying and Selling at Repligen

In related news, Director Karen A. Dawes sold 275 shares of the company’s stock in a transaction on Wednesday, December 17th. The shares were sold at an average price of $161.00, for a total transaction of $44,275.00. Following the completion of the sale, the director directly owned 91,821 shares of the company’s stock, valued at approximately $14,783,181. This represents a 0.30% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Insiders own 1.20% of the company’s stock.

Institutional Investors Weigh In On Repligen

A number of hedge funds have recently bought and sold shares of the company. Wealth Enhancement Advisory Services LLC increased its stake in shares of Repligen by 1.9% in the third quarter. Wealth Enhancement Advisory Services LLC now owns 4,001 shares of the biotechnology company’s stock worth $584,000 after purchasing an additional 75 shares during the period. NewEdge Wealth LLC grew its holdings in Repligen by 5.3% in the 4th quarter. NewEdge Wealth LLC now owns 1,492 shares of the biotechnology company’s stock valued at $244,000 after buying an additional 75 shares during the last quarter. UMB Bank n.a. increased its position in Repligen by 13.8% in the 4th quarter. UMB Bank n.a. now owns 758 shares of the biotechnology company’s stock worth $124,000 after buying an additional 92 shares during the period. Hilltop National Bank lifted its holdings in shares of Repligen by 8.0% during the third quarter. Hilltop National Bank now owns 1,276 shares of the biotechnology company’s stock worth $171,000 after buying an additional 95 shares during the last quarter. Finally, ProShare Advisors LLC boosted its position in shares of Repligen by 4.3% in the second quarter. ProShare Advisors LLC now owns 2,316 shares of the biotechnology company’s stock valued at $288,000 after acquiring an additional 96 shares during the period. 97.64% of the stock is currently owned by institutional investors.

Repligen News Summary

Here are the key news stories impacting Repligen this week:

• Positive Sentiment: Q4 upside — Repligen beat estimates: EPS $0.49 vs. $0.44 and revenue $197.9M, up ~18% year-over-year, with management pointing to solid organic growth and margin improvement heading into 2026. Q4 Earnings Beat
• Positive Sentiment: Management tone still constructive — company commentary and call highlights describe a “confident growth path” for 2026 even as management set more conservative guidance, supporting the view that execution remains intact. Earnings Call Summary
• Neutral Sentiment: Street notes and transcripts available — multiple call transcripts and analyst notes are published (transcripts on Yahoo/Seeking Alpha/Insidermonkey), giving investors detailed visibility into demand trends and margin drivers but no new catalyst. Earnings Call Transcript
• Negative Sentiment: FY2026 guidance below consensus — Repligen set FY26 EPS guidance of $1.93–$2.01 and revenue $810–$840M versus consensus ~2.06 EPS and ~$823M revenue, which appears to be the primary driver of investor disappointment. Press Release
• Negative Sentiment: Analysts trim price targets — Several firms cut targets after the guide: UBS lowered its PT to $195 (still Buy), Barclays to $175 (Overweight), and Wells Fargo to $180 (Overweight); the cuts reflect a more cautious near-term outlook despite continued positive ratings. Analyst PT Cuts
• Negative Sentiment: Mixed analyst stance — some houses keep Buy/Overweight but other analysts highlight limited upside at current valuation (Canaccord maintained a Hold with $165 PT), reinforcing pressure on the stock while investors reprice growth vs. valuation. Analyst Note

About Repligen

Repligen Corporation (NASDAQ:RGEN) is a life sciences company that develops and manufactures high-value consumable products for bioprocessing applications. Founded in 1981 and headquartered in Waltham, Massachusetts, the company specializes in technologies that support the development and production of biopharmaceuticals. Repligen’s offerings include chromatography resins, filtration membranes, single-use technologies and systems for downstream purification and upstream processing.

The company’s core product lines encompass Protein A affinity resins, designed for monoclonal antibody purification, and a portfolio of ion exchange, multimodal and hydrophobic interaction resins.