RGEN Repligen Corporation

Repligen Corporation (NASDAQ:RGEN) has received an average recommendation of "Moderate Buy" from fourteen brokerages, with an average 12-month price target of $177.92. This consensus is based on ten buy ratings, one strong buy, two holds, and one sell rating. The company reported strong quarterly earnings, beating expectations with an EPS of $0.46 and revenue of $188.8 million, and has provided FY2025 EPS guidance.

Repligen Corporation launched new high-performance chromatography resins, AVIPure® HiPer™ AAV9, AVIPure® HiPer™ AAV8, and HiPer™ QA, in December 2025, which are built on Tantti™ DuloCore™ technology for advanced bioprocessing and gene therapy. This expansion strengthens Repligen's position as a key tools provider for gene therapy workflows. However, the company's significant exposure to gene therapy and AAV concentration still makes its results sensitive to segment fluctuations, despite projected growth to $1.0 billion revenue and $140.0 million earnings by 2028, with a fair value estimate of $187.00.

Riverbridge Partners LLC has reduced its stake in Repligen Corporation (NASDAQ:RGEN) by selling 24,644 shares, leaving them with 343,435 shares valued at approximately $45.9 million. Despite this insider selling and some other insider transactions, institutional ownership remains very high at 97.64%. Repligen recently exceeded Q3 earnings and revenue estimates, and analysts maintain a "Moderate Buy" rating for the stock.

Assenagon Asset Management S.A. has initiated a new position in Repligen Corporation (NASDAQ: RGEN), purchasing over 40,000 shares valued at approximately $5.42 million. This move comes amidst significant insider selling, with company insiders having sold over $7.7 million worth of shares in the past 90 days. Despite insider sales, Repligen recently beat Q3 earnings estimates and maintains a "Moderate Buy" consensus rating from analysts with an average price target of $177.92.

Texas Permanent School Fund Corp significantly increased its stake in Repligen Corporation (NASDAQ:RGEN) by 36.2% in Q2, acquiring an additional 6,688 shares, raising their total holdings to 25,141 shares valued at approximately $3.13 million. Repligen's stock opened at $162.38 with a market cap of $9.14 billion, and analysts maintain a "Moderate Buy" rating with a consensus target price of $177.92. Despite institutional ownership of 97.64%, insiders have been net sellers, offloading shares worth about $7.72 million in the last 90 days.

Repligen (RGEN) recently launched three new chromatography resins for gene therapy, marking a significant expansion to its bioprocessing toolkit. Despite a 28.96% share price increase over the last 90 days, the stock's one-year return is 7.63%, indicating ongoing recovery. The company is currently considered 15.7% undervalued with a fair value of $187, driven by new product launches and acquisitions that are expected to support long-term revenue and margin growth.