Repligen stock rating reiterated by KeyBanc, citing filtration portfolio growth

Investing.com - KeyBanc reiterated its Overweight rating and $220.00 price target on Repligen (NASDAQ:RGEN) on Tuesday, highlighting the company’s differentiated filtration portfolio. Currently trading at $125.94, the stock has significant upside potential according to analyst consensus, with InvestingPro data showing targets ranging from $135 to $220.

In its analysis, KeyBanc emphasized that Repligen’s filtration business, which accounts for approximately 60% of the company’s revenue of $674 million, has potential to drive industry-leading growth and margin expansion now that markets have moved past destocking phases. The company maintains a strong financial position with an "GOOD" Financial Health score according to InvestingPro analysis, supported by a healthy current ratio of 8.59.

The firm identified several factors supporting growth visibility above industry averages by 500-1,000 basis points, including Alternating Tangential Flow (ATF) technology being specified into blockbuster drugs, Tangential Flow Filtration (TFF) gaining market share, and approximately 20% order growth.

KeyBanc views Repligen as one of the fastest-growing companies in the life science sector, prompting the firm to adjust its estimates with new quarterly breakouts.

The analysis specifically focused on providing a deeper examination of Repligen’s filtration portfolio, which KeyBanc believes positions the company for continued strong performance.

In other recent news, Repligen has seen a series of analyst activities and corporate developments. Evercore ISI upgraded Repligen to Outperform, citing an improved outlook and setting a new price target of $155, highlighting a potential 25% upside. TD Cowen and Stifel both reiterated their Buy ratings, maintaining price targets of $200 and $207, respectively, with TD Cowen expressing confidence in Repligen’s steady growth and Stifel focusing on the importance of the company’s ATF technology. H.C. Wainwright also reiterated a Buy rating with a $180 price target, noting Repligen’s strategic partnership with Novasign to enhance bioprocess development.

Additionally, Repligen has announced a key leadership change with the appointment of Violetta Hughes as chief accounting officer, effective September 1, 2025. Hughes brings over 25 years of experience in the life sciences and pharmaceutical industries. This appointment follows the transition of Jason K. Garland, who will continue as chief financial officer with an emphasis on corporate strategy and growth initiatives. These developments reflect a period of strategic focus and potential growth for Repligen.

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