Street Calls of the Week
Investing.com - Stifel has reiterated its Buy rating on Repligen (NASDAQ:RGEN) stock, maintaining a price target of $207.00 following customer research on bioprocess trends. According to InvestingPro data, analyst targets range from $130 to $220, suggesting significant upside potential from the current price of $112.84.
The investment firm conducted calls with process engineers at CDMOs to better understand usage patterns of Repligen’s ATF (alternating tangential flow) technology, which Stifel considers one of the company’s most important products. The company maintains strong financial health with a current ratio of 8.59, indicating robust liquidity to support its technology investments.
Research findings suggest "good momentum & differentiation and modest competitive risk for ATF" that should continue to drive accretive growth for Repligen, according to Stifel’s analysis.
The firm’s research also examined trends in new modalities, noting some development challenges within mRNA and small company cell and gene therapy segments, but found that overall activity remains solid.
Stifel indicated that feedback from industry contacts generally aligns with Repligen management’s commentary regarding non-Sarepta trends in the bioprocessing space.
In other recent news, Repligen Corporation reported its second-quarter earnings for 2025, showing a notable revenue performance. The company achieved $182 million in revenue, surpassing the forecasted $175.35 million, representing a 3.79% positive surprise. Despite this, Repligen’s earnings per share (EPS) came in at $0.37, slightly below the anticipated $0.39. In addition to their financial results, Repligen has formed a strategic partnership with Novasign to enhance their bioprocessing systems through machine learning and modeling workflows. This collaboration involves Repligen investing in Novasign to help scale its operations. On the analyst front, H.C. Wainwright reiterated a Buy rating for Repligen, while KeyBanc maintained an Overweight rating, highlighting the company’s growth in the biological production market. Lastly, Repligen appointed Violetta Hughes as the new chief accounting officer, effective September 1, 2025, succeeding Jason K. Garland, who will continue as chief financial officer.
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