Reading the tape
NASDAQ: RGEN
Repligen Corporation
Healthcare · Medical - Instruments & Supplies
Market Cap
$6.67B
52w High
$175.77
52w Low
$109.50
P/E
136.65
Volume
1.28M
Outstanding Shares
56.40M
Price vs Fundamentals
Why The Stock Is Moving
Likely multiple compressionModerate confidence
Note: The most recent financial data is over 3 months old. Metrics shown may not reflect the latest reporting period.
1Y Price: -16.12%Revenue (TTM): 16.36%FCF (TTM): -37.22%P/FCF: 35th pct
What changed
The stock fell 16.12% over the last year. Revenue grew 16.36% over the trailing twelve months. Operating margin moved from -5.22% to 7.57%. Free cash flow declined 37.22% over the trailing twelve months.
What the market seems to be pricing
Visible fundamentals weakened far less than the stock price, and the shares now sit around the 35th percentile of their historical P/FCF range. That looks more like a rerating of the multiple than a collapse in the business.
What would invalidate this read
This read changes if operating margin (currently 7.57%) continues to decline, or if revenue growth turns negative. The bull case requires the business to hold its current trajectory.
Company profile
Repligen Corporation develops and commercializes bioprocessing technologies and systems for use in biological drug manufacturing process in North America, Europe, the Asia Pacific, and internationally.
CEOOlivier Loeillot
SectorHealthcare
IndustryMedical - Instruments & Supplies
Employees1,778
IPO dateApr 29, 1986
Valuation
Forward P/E—
EV/EBITDA56.84
Enterprise value$9.34B
Stock splits
No stock splits recorded for this ticker.
Profitability & growth
Revenue growth18.12%
Gross margin50.91%▲8.77%vs FY2024
Operating margin7.57%▲245.81%vs FY2024
ROE2.32%▲279.50%vs FY2024
Analyst consensus
RatingBuy
Target price$168.00▲42.12%
20
Buy
3
Hold
0
Sell
Analyst ratings tend to be lagging indicators. Use as one signal among many.
Earnings
Full quarter-by-quarter history of actuals vs estimates. Switch into compare mode to inspect one metric year-over-year.
Next report
May 5, 2026
Q2 FY26 · EPS est $0.38 · Revenue est $192.05M
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