REPLIGEN CORP. R (RGN.MU) Q1 FY2026 earnings call transcript
This is a transcript of the Repligen Corporation's Q1 FY2026 earnings conference call, held on May 5, 2026, at 2:00 PM GMT+2. The call included opening remarks from Jacob Johnson, Vice President of Investor Relations, and featured a Q&A session. Access to the full archive of historical earnings transcripts requires a premium subscription.
A Look at Repligen Corp (RGEN) After 7.8% Decline -- GF Value $179.80 vs Price $177.23
Repligen Corp (RGEN) experienced a 7.8% stock decline, bringing its price to $177.23, which is 1.4% below its GF Value™ of $179.80, indicating it is slightly undervalued. The company holds a strong GF Score™ of 86/100, but faces concerns due to a high P/E ratio of 241.5x compared to its historical median and significant insider selling totaling $14.2 million over the past year. While institutional investors show positive sentiment, the insider activity suggests caution for potential investors.
Repligen Corporation (RGEN) Options Chain
This article provides a real-time options chain for Repligen Corporation (RGEN) on NasdaqGS, showing its stock price and market performance. As of the time of the article, there were no calls or puts listed as in the money, and options data was delayed by 15 minutes. The page also includes current market indices and commodity prices.
Repligen stock price target reaffirmed at $225 by UBS on growth outlook
UBS has reaffirmed its Buy rating and $225 price target for Repligen (NASDAQ: RGEN), citing incremental optimism across several growth areas including MFN and equipment tailwinds, China growth, the BioLife deal, new modalities like mRNA, and potential financial upside. The bioprocessing company's stock has surged 76% in the past six months and its recent Q2 2026 earnings surpassed expectations, leading to a raised full-year outlook. Despite the positive outlook from UBS, InvestingPro data suggests the stock may be overvalued at current levels.
Form 4 Repligen Corporation For: 28 September By Investing.com
This article announces that Repligen Corporation has filed a Form 4 for September 28. A Form 4 is a document that must be filed with the U.S. Securities and Exchange Commission (SEC) whenever there is a change in the beneficial ownership of a company's securities by insiders. The article itself is very brief and primarily serves as an announcement rather than an in-depth report.
Form 4 Repligen Corporation For: 28 September By Investing.com
This article is a brief financial notification from Investing.com reporting a Form 4 filing for Repligen Corporation (RGEN) on September 28. It indicates that the company's stock symbol RGEN was up 2.32% and invites comments. The content primarily serves as a placeholder or an automated announcement for the financial filing.
After a stock-unit release, Repligen (RGEN) withheld 421 shares from its CFO to cover taxes.
Repligen (RGEN) CFO Jason K. Garland had 421 shares withheld by the company on September 25, 2026, to satisfy tax obligations related to the release of restricted stock units. Following this transaction, Garland directly held 18,408 shares of Repligen. The reported price per share for the withholding transaction was $189.68.
Form 4 Repligen Corporation For: 27 September By Investing.com
This article from Investing.com announces the filing of a Form 4 for Repligen Corporation on September 27th. It provides a brief mention of the financial regulatory filing without further details in the main text. The piece also includes various market data, trending stocks, and news headlines from Investing.com.
Repligen CEO Olivier Loeillot sells $976,680 in company stock By Investing.com
Repligen Corp. CEO Olivier Loeillot sold 5,426 shares of company stock for $976,680 on September 21, 2026, as part of a pre-arranged trading plan. Concurrently, he acquired an equal number of shares by exercising stock options for $769,352. The stock sale occurred while RGEN shares were near their 52-week high, and an InvestingPro analysis suggests the stock is currently overvalued.
Repligen CEO Olivier Loeillot sells $976,680 in company stock By Investing.com
Repligen Corp CEO Olivier Loeillot sold 5,426 shares of company stock for $976,680 on September 21, 2026, as part of a pre-arranged trading plan. Concurrently, he acquired the same number of shares by exercising stock options at a lower price. These transactions occurred while the RGEN stock was near its 52-week high, with the company recently reporting strong Q2 2026 results and raising its full-year outlook.
Repligen CEO Loeillot sells $2.46m in shares
Repligen CEO Olivier Loeillot sold 12,946 shares of the company's common stock for approximately $2.46 million under a Rule 10b5-1 trading plan. Concurrently, he acquired an equal number of shares through stock option exercises valued at about $2.01 million. These transactions occurred as the stock neared its 52-week high, and following a strong Q2 2026 earnings report where Repligen surpassed analyst expectations and raised its full-year outlook.
Form 4 Repligen Corporation For: 26 September
This article reports on a Form 4 filing for Repligen Corporation, related to the financial activities on September 26. Form 4 filings are legally required documents submitted to the SEC by company insiders to report changes in their ownership of the company's stock. The article, published by Investing.com, indicates the routine disclosure of insider transactions for Repligen Corporation.
Repligen Corp (RGEN) CEO Olivier Loeillot Sells 12,946 Shares
Repligen Corp (RGEN) CEO Olivier Loeillot sold 12,946 shares of the company, bringing his total sales over the past year to 37,706 shares with no purchases. Despite this insider selling trend, the company is considered "Fairly Valued" by the GuruFocus GF Value, and a significant number of institutional investors (gurus) have been increasing their holdings in RGEN. Investors are advised to consider the insider selling in contrast to the confidence shown by institutional investors and the company's high price-earnings ratio.
Repligen (RGEN) CEO sells shares at $190 each after exercising options under a trading plan.
Repligen Corp CEO Olivier Loeillot exercised options for 12,946 shares and subsequently sold them at $190 per share on September 24, 2026. These transactions, totaling approximately $2.46 million in gross sale proceeds, were executed under a Rule 10b5-1 trading plan adopted on August 19, 2025. Following the transactions, Loeillot holds 48,369 shares of common stock and 21,692 stock option contracts.
Shares valued at $2.46 million are listed for sale by a Repligen (NASDAQ: RGEN) officer and director.
Repligen Corp. officer and director Olivier Loeillot proposes to sell 12,946 common shares with an aggregate market value of $2,459,740.00 through Fidelity Brokerage Services LLC on NASDAQ. This proposed sale is dated September 24, 2026, and follows Loeillot's acquisition of the same number of shares via a stock option exercise on the same day. The notice also details three prior sales by Loeillot in August and September 2026.
Repligen Corporation stock hits 52-week high at 188.95 USD
Repligen Corporation's stock has reached a new 52-week high of $188.95, driven by strong financial performance and investor confidence, with a 6-month return of 60.51% and a year-to-date gain of nearly 14%. Despite an InvestingPro analysis suggesting the stock is overvalued, the company recently exceeded Q2 2026 earnings and revenue expectations, leading to an increased full-year outlook. Analysts, such as Canaccord Genuity, maintain a "Hold" rating while noting the company's steady performance in the bioprocessing sector.
Repligen (RGEN) CEO sells 5,426 shares under plan
Repligen's CEO, Loeillot Olivier, exercised options for 5,426 shares and subsequently sold them at $180.00 per share, originating from an exercise price of $141.79 per share. This transaction was conducted on September 21, 2026, under a pre-arranged Rule 10b5-1 trading plan established in August 2025. The total gross sale proceeds were approximately $977K, with an approximate pre-tax spread of $207K.
Repligen (NASDAQ: RGEN) insider plans new stock sale after two recent trades
Repligen insider Olivier Loeillot has filed a Rule 144 notice for a planned sale of 5,426 common shares on September 21, 2026, stemming from a stock option exercise. This proposed sale follows two previous sales by Loeillot within the prior three months: 5,426 shares sold on August 20, 2026, for $976,680.00, and 3,035 shares sold on September 4, 2026, for $503,506.50. The filing provides detailed information on these transactions and the associated regulatory requirements.
Karen A. Dawes to Retire from Repligen Board Effective Sept 30, 2026
Karen A. Dawes will retire from Repligen's Board of Directors on September 30, 2026, after more than 20 years of service. Her retirement is not due to any disagreement with the company, and information regarding her replacement has not yet been disclosed. Dawes played a significant role in the company's transformation and supported its CEO transition.
Repligen (NASDAQ: RGEN) Director Karen Dawes to Step Down on September 30, 2026
Karen A. Dawes, a director at Repligen (NASDAQ: RGEN), will retire from the board effective September 30, 2026, after more than two decades of service. Her decision follows a successful CEO transition, and the company confirmed her departure is not due to any disagreements regarding operations or policies. Dawes expressed confidence in Repligen's leadership and its future growth prospects.
REPLIGEN CEO Loeillot Olivier Forfeits 2,842 Shares at $169.61 and Sells 3,035 Shares at $165.90 (NASDAQ: RGEN)
REPLIGEN CEO Loeillot Olivier recently forfeited 2,842 shares at $169.61 each on September 3, 2026, and subsequently sold 3,035 shares at $165.90 per share on September 4, 2026. These transactions reduced his total ownership in REPLIGEN (NASDAQ: RGEN) from 51,404 shares to 48,369 shares. The forfeiture was recorded under SEC code F, and the sale under code S.
Is There Now An Opportunity In Repligen Corporation (NASDAQ:RGEN)?
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Repligen Corporation to Present at Wells Fargo 21st Annual Healthcare Conference
Repligen Corporation announced its participation in the Wells Fargo 21st Annual Healthcare Conference in Boston, MA. Olivier Loeillot, President and CEO, and Jason Garland, CFO, will engage in an analyst-led discussion on September 9th at 1:30 p.m. ET, with a live webcast available on the company's Investor Relations website. Repligen is a life sciences company specializing in bioprocessing technologies for manufacturing biological drugs.
Repligen Corporation to Present at Wells Fargo 21st Annual Healthcare Conference
Repligen Corporation announced its participation in the Wells Fargo 21st Annual Healthcare Conference in Boston, MA. Olivier Loeillot, President and CEO, and Jason Garland, CFO, will engage in an analyst-led discussion on September 9th at 1:30 p.m. ET. A live webcast of the presentation will be available on Repligen's Investor Relations website.
Repligen (NASDAQ: RGEN) CEO trades shares at $180 under 10b5-1 plan
Repligen (NASDAQ: RGEN) CEO Olivier Loeillot exercised stock options for 5,426 shares at $141.79 per share and simultaneously sold these shares at $180.00 per share on August 20, 2026. This transaction was conducted under a Rule 10b5-1 trading plan adopted on August 19, 2025. After the sale, Loeillot holds 10,852 stock options, with additional shares set to vest on September 3, 2026, and September 3, 2027.
Repligen Jumps 5.4% Amid Sector-Wide Rally
Repligen Corporation (RGEN) saw its stock surge by 5.4% on Thursday, closing at $185.84, as part of a broad sector-wide rally in bioprocessing and life sciences stocks. This gain was not company-specific but rather indicative of shifting investor sentiment and correlated movement across its peers like Thermo Fisher Scientific, Bio-Rad Laboratories, Revvity, and Bruker Corporation. The rally suggests a sector-wide catalyst, with investors re-evaluating shared fundamentals within the medical instruments and supplies industry.
Repligen (NASDAQ: RGEN) plan covers 5,426-share sale after option exercise
Repligen Corp (RGEN) has announced through a Rule 144 notice that Olivier Loeillot intends to sell up to 5,426 shares of common stock. This sale, facilitated by Fidelity Brokerage Services LLC, is scheduled for on or after August 20, 2026, on NASDAQ, and is associated with a stock option exercise. The filing details the number of shares, the intended sale date, and relevant SEC file information, with no stated positive or negative impacts on the company from the filing.
Repligen Corporation stock hits 52-week high at 176.52 USD By Investing.com
Repligen Corporation's stock has reached a new 52-week high of $176.52, reflecting a significant 36.68% increase over the past year and a market capitalization of $9.38 billion. While the company demonstrates strong returns and recent revenue growth of 16.49%, InvestingPro analysis suggests the stock might be overvalued relative to its Fair Value. The firm recently surpassed Q2 2026 earnings expectations, but analysts like Canaccord Genuity maintain a "Hold" rating.
Repligen Corporation stock hits 52-week high at 176.52 USD By Investing.com
Repligen Corporation (RGEN) stock has hit a new 52-week high of $176.52, reflecting a significant 1-year change of 36.68% and a market capitalization of $9.38 billion. This surge follows strong Q2 2026 earnings, where the company surpassed Wall Street expectations for both adjusted earnings per share and revenue, prompting an increased full-year outlook. Despite this, Canaccord Genuity has reiterated a "Hold" rating with a price target of $145.
Repligen Corporation stock hits 52-week high at 176.52 USD By Investing.com
Repligen Corporation (RGEN) stock has reached a 52-week high of $176.52, reflecting a significant 36.68% increase over the past year. The company's market capitalization is $9.38 billion, and it has reported strong financial performance, including a 16.49% revenue growth and exceeding Wall Street's Q2 2026 earnings expectations. Despite some analyst opinions suggesting the stock is overvalued, the upward trend and revised earnings forecasts indicate positive investor sentiment and robust operational health for the biotechnology firm.
Repligen Corporation stock hits 52-week high at 176.52 USD
Repligen Corporation (RGEN) stock has reached a new 52-week high of $176.52, reflecting a significant 1-year change of 36.68%. The company recently surpassed Q2 2026 earnings expectations with strong revenue growth across all franchises, leading to an increased full-year outlook. Despite positive momentum, InvestingPro analysis suggests the stock might be overvalued relative to its Fair Value.
Oppenheimer Asset Management Inc. Purchases New Position in Repligen Corporation $RGEN
Oppenheimer Asset Management Inc. has acquired a new stake of 46,326 shares, valued at approximately $6.3 million, in Repligen Corporation ($RGEN) during the second quarter. Repligen has received a consensus "Buy" rating from analysts with an average price target of $166.43, and the company recently surpassed quarterly earnings and revenue expectations. Institutional investors hold a significant 97.64% of Repligen's stock.
Repligen Corp (RGEN) stake at 3.1% in new T. Rowe Price 13G/A
T. Rowe Price Associates, Inc. has filed an amended Schedule 13G/A, reporting a 3.1% beneficial ownership stake in Repligen Corp (RGEN), totaling 1,751,887 shares of common stock as of June 30, 2026. The filing indicates sole voting power over 1,744,549 shares and sole dispositive power over all 1,751,887 shares. T. Rowe Price explicitly states this ownership is 5% or less of the class and denies broader beneficial ownership beyond what is reported.
Repligen Corporation (RGEN) Stock Forecasts
Argus has raised its target price for Repligen Corporation (RGEN) to $173.00. Repligen, a global life sciences company, specializes in developing bioprocessing equipment and supplies for manufacturing biologic drugs. The current stock price for RGEN is $167.49.
Wasatch Advisors LP Buys 346,720 Shares of Repligen Corporation $RGEN
Wasatch Advisors LP has significantly increased its stake in Repligen Corporation (NASDAQ:RGEN) by 27.9%, purchasing an additional 346,720 shares, bringing its total holdings to 1.59 million shares valued at approximately $217 million. This makes Repligen the 19th largest holding for Wasatch Advisors, representing 1.4% of its investment portfolio. Other institutional investors have also adjusted their positions in Repligen, while analysts maintain a "Moderate Buy" rating with a consensus price target of $166.43, noting the company's recent earnings beat and reaffirmed guidance.
Assenagon Asset Management S.A. Buys New Shares in Repligen Corporation $RGEN
Assenagon Asset Management S.A. has acquired 70,995 new shares of Repligen Corporation (NASDAQ:RGEN) valued at approximately $9.7 million, making them a 0.13% owner of the biotechnology company. Repligen recently surpassed its quarterly earnings and revenue expectations, reporting $0.54 EPS against a $0.45 consensus, with revenue up 11.9% year-over-year. The company maintains a "Moderate Buy" consensus rating from analysts, with shares trading near their 52-week high and a target price of $166.43.
Repligen Corporation (NASDAQ:RGEN) Given Average Rating of "Moderate Buy" by Brokerages
Repligen Corporation (NASDAQ:RGEN) has received a "Moderate Buy" consensus rating from eighteen brokerages, with an average 12-month price target of $166.43. The company recently surpassed quarterly earnings and revenue expectations, reporting $0.54 EPS and $204.13 million in revenue, an 11.9% year-over-year increase. Despite a CFO selling shares, institutional investors hold a significant 97.64% stake in the biopharmaceutical company.
Repligen Corporation (RGEN) Stock Analysis: A Healthcare Standout with 13.3% Potential Upside
Repligen Corporation (RGEN) is analyzed as a strong player in the healthcare sector, specifically medical instruments and supplies, with a current market cap of $9.25 billion and a potential upside of 13.3% according to analysts. The company shows promising revenue growth, positive analyst sentiment with strong buy ratings, and bullish technical indicators. Repligen's innovative bioprocessing technologies and strategic partnerships position it for sustainable growth in the life sciences and biopharmaceutical sectors.
Repligen (RGEN) Could Be 10% Below Fair Value On Mixed Q2 Earnings
Repligen (RGEN) recently reported mixed Q2 2026 earnings, showing higher revenue but lower net income and EPS year-over-year. Despite this, the stock has seen strong recent momentum, with a 90-day return of 41.4% and a 1-year return of 47.09%, positioning it about 10% below its fair value of $182 per share according to a detailed valuation narrative. However, while discounted based on DCF, the company trades at a premium P/S ratio compared to its industry and peers, indicating potential risks if growth falters.
Is Repligen’s (RGEN) Rising Revenue But Softer Earnings Rewriting Its Profitability Story?
Repligen Corporation (RGEN) reported rising revenue in Q2 2026, reaching US$204.13 million, but net income and earnings per share fell compared to the previous year. This performance highlights a conflict between increased demand and pressure on profitability due to the company's cost structure and product mix. Investors are advised to consider the impact of margin pressure and product mix shifts on Repligen's ability to convert revenue growth into sustainable earnings.
California State Teachers Retirement System Raises Holdings in Repligen Corporation $RGEN
The California State Teachers Retirement System increased its stake in Repligen Corporation (NASDAQ:RGEN) by 22.1% in the first quarter, now holding 61,860 shares valued at $7.3 million. Repligen exceeded analyst expectations with quarterly revenue of $204.13 million and earnings of $0.54 per share, and institutional investors own 97.64% of the company. Despite some analysts lowering price targets, the stock maintains a consensus "Moderate Buy" rating with an average target price of $166.43.
Moody National Bank Trust Division Makes New Investment in Repligen Corporation $RGEN
Moody National Bank Trust Division has acquired a new stake in Repligen Corporation (NASDAQ:RGEN), purchasing 17,728 shares valued at approximately $2.42 million. This investment comes as institutional investors collectively own 97.64% of the biotechnology company. Repligen recently reported strong quarterly earnings, exceeding analyst expectations with $0.54 EPS and $204.13 million in revenue.
Repligen Corporation (BLFS) sets cash and stock terms for BioLife Solutions buyout
Repligen Corporation has announced an agreement to acquire BioLife Solutions for a combination of cash and stock. BioLife shareholders will receive $11.25 in cash plus 0.1442 shares of Repligen common stock for each BioLife share. The transaction, described as a strategic combination in the cell therapy market, is anticipated to close in the fourth quarter of 2026, pending regulatory and BioLife stockholder approvals.
BioLife Solutions (NASDAQ: BLFS) shares Repligen merger video with staff
BioLife Solutions (NASDAQ: BLFS) has informed its employees about its pending merger with Repligen Corporation, distributing an internal email with a video from Repligen's CEO. The video introduces Repligen and discusses the anticipated benefits of the combination, particularly growth opportunities in the cell therapy market. The merger is subject to regulatory clearances and BioLife stockholder approval and is expected to close in the fourth quarter of the current year.
How Repligen Corporation (RGEN) Affects Rotational Strategy Timing
This article analyzes Repligen Corporation (RGEN) using AI models to offer trading strategies. It highlights a strong near-term sentiment with a neutral mid- and long-term outlook, identifying an exceptional risk-reward setup. The analysis provides specific entry, target, and stop-loss levels for position, momentum, and risk-hedging strategies.
Repligen Number of Employees 2026 | Employee Count & Headcount Data
Repligen Corp. (NASDAQ: RGEN) had approximately 1,994 employees worldwide as of March 2026, representing a 1.7% growth from 2023. The company is actively hiring, though job postings declined by 16.1% in 2026. The majority of its workforce is located in the United States, and the average employee salary is $97,591.
Why Repligen (RGEN) Is Up 6.9% After Mixed Q2 2026 Results With Higher Revenue And Lower EPS
Repligen (RGEN) stock increased by 6.9% despite mixed Q2 2026 results which showed higher revenue but lower EPS. The company reported revenue of US$204.13 million, up from US$182.37 million year-over-year, but net income and diluted EPS declined. Analysts have revised earnings estimates higher, maintaining a positive long-term view despite near-term margin pressure and recent index removals impacting sentiment.
Why Repligen (RGEN) Is Up 6.9% After Mixed Q2 2026 Results With Higher Revenue And Lower EPS
Repligen Corporation (RGEN) reported mixed Q2 2026 results, with revenue increasing to US$204.13 million from US$182.37 million year-over-year, but net income and diluted EPS falling to US$5.01 million and US$0.09 respectively. Despite the decline in profitability, analysts have raised earnings estimates and maintained a positive outlook on the company's long-term earnings potential, leading to a 6.9% stock price increase. The article discusses how these results and recent index removals affect the investment narrative, emphasizing the importance of monitoring profit margin recovery.
Repligen Corp (RGEN) Institutional Confidence
Repligen Corp (RGEN) has an institutional confidence score of 10.00, placing it first in its industry. Institutional shareholding increased by 3.23% quarter-over-quarter, with Lee Ainslie being the largest shareholder. The article lists the top institutional shareholders and their recent activity.
Vanguard Capital Management reports 5% Repligen (RGEN) stake in Schedule 13G
Vanguard Capital Management has disclosed a 5% beneficial ownership stake in Repligen Corp (RGEN) through a Schedule 13G filing. This represents 2,825,579 shares of common stock, with Vanguard holding sole voting power over 414,408 shares and sole dispositive power over all 2,825,579 shares. The filing indicates these holdings are across Vanguard Capital Management LLC and its affiliated entities, including various Vanguard funds and managed accounts, and no single other person has an interest exceeding 5%.
