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TickerTalks›$RGEN
RGRGEN

Repligen Corporation

$RGEN·$11B·Medical - Instruments & Supplies·Healthcare
$175.42-4.8%YTD+7.3%1Y+13.5%
Price updated 8h ago·X counts updated 5d ago
RGRGEN
$RGENRepligen Corporation
$175.42-4.75%55 posts0.9×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $RGEN on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

55X posts · last 7 days
Sep 29Oct 11
Chatter Meter
0.9×
QuietNormal · 1×Loud

How loud $RGEN's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data9 posts analyzed · as of 2026-07-29

Repligen delivered Q2 earnings raising both FY26 organic revenue growth guidance to 10.5%-13.5% and adjusted EPS. RGEN is acquiring BioLife Solutions for $1.5B — expanding cell therapy capabilities. Bulls describe RGEN as taking bioprocessing share while DHR remains challenged. Bearish voices are essentially absent.

Read what X is saying about $RGEN

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $RGEN — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-10-02

The move is getting stronger, with heavier trading behind it.

Bioprocessing-tech leader with Q1 revenue +15% YoY, 50% gross margin, FY26 guide raised to 10.5-13.5% organic growth and HSR clear on the $1.5B BioLife deal.

Repligen sells upstream and downstream bioprocessing products (filtration, chromatography, analytics) to biopharma manufacturers, so revenue scales with biologic-drug production volumes and the shift to continuous-processing adoption.

  • Q1 FY26 revenue $194.3M, +14.8% YoY with 9.3% operating margin; four consecutive quarters of 15-22% revenue growth, operating margin 7.6-9.4%
  • TTM: 134x earnings, 9.0x sales, 2.5% ROE, 50% gross margin, 8.8% operating margin, FCF yield 1.5%, debt-to-equity 0.33 — bioprocessing economics with premium multiple
  • 2026 estimates: $827M revenue, $2.06 EPS; 2027 $969M, $2.64 EPS — modeling 17% revenue growth and 28% EPS growth
  • YTD +8.4%, trailing-12m +22% at $177.23 against a $10.7B market cap
  • Sep 3: HSR antitrust waiting period expired on the $1.5B BioLife Solutions acquisition — clears a key hurdle
  • FY26 organic revenue guide raised to 10.5-13.5% at Q2; director Karen Dawes retired after 20+ years

The operating line is doing what best-in-class bioprocessing suppliers should (persistent LDD-MDD growth, margin expanding, FY-guide raise). The multiple at 134x is doing the work; the FY27 estimate implies continued compounding, which the BioLife addition reinforces.

Agrees with X sentimentX cites Q2 earnings raising FY26 organic revenue growth guide to 10.5-13.5%, the $1.5B BioLife Solutions acquisition expanding cell-therapy capability, and RGEN taking share while DHR remains challenged. The attention aligns with the Q1 operating step-up and the FY26 guide raise.

What to watch: Nov 3 Q3 earnings and BioLife close-timeline update — whether organic revenue growth extends past the 15% Q1 level or decelerates toward the FY26 guide floor.

On the calendar: 2026-11-03 Q3 earnings

Read the AI verdict on $RGEN

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Makes bioprocessing filtration, chromatography, and fluid management components used in biologic drug manufacturing.

Industry overviewAI analysisGenerated by AI from underlying data

Where Medical - Instruments & Supplies sits in its cycle right now — and what that implies for $RGEN.

Medical - Instruments & Supplies · Healthcare

No material change from last week — Procedure-volume normalization lifting surgical robotics and sterile supply demand.

What this means for $RGEN

Neutral — Makes bioprocessing filtration, chromatography, and fluid management components used in biologic drug manufacturing.

Industry benchmark

9-name peer basket
-1.3%YTD
+2.5%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
134.1How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
2.2%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
8.8%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
1.5%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
9.0Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
2.5%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
50.3%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.3Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 28, 2026$0.54$0.45+20.8%
Q1 2026May 5, 2026$0.48$0.38+26.3%
Q4 2025Feb 24, 2026$0.49$0.44+11.4%
Q3 2025Oct 28, 2025$0.46$0.42+9.5%
Next earningsTue, Oct 27·consensus EPS $0.46

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$194.3M+14.8%50.7%9.3%$0.15$23.3M
Q4 FY25$197.9M+18.1%47.2%9.4%$0.23$17.0M
Q3 FY25$188.8M+21.9%53.2%8.9%$0.27$42.7M
Q2 FY25$182.4M+14.8%50.0%7.6%$0.26$21.0M

Forward consensus

5-year forecast · up to 15 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$827.3M$825.7M – $829.0M$2.06$2.05 – $2.0815
FY27$969.4M$962.2M – $982.7M$2.64$2.49 – $2.7414
FY28$1.1B$1.0B – $1.2B$3.45$3.18 – $4.0513
FY29$1.3B$1.2B – $1.3B$4.35$4.18 – $4.7211
FY30$1.4B$1.4B – $1.5B$5.38$5.17 – $5.836

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.0×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.76%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-0.2%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+21.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 53.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.3% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.085-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellOct 5Olivier LoeillotCEO5.5K sh$1.0MSellSep 24Olivier LoeillotCEO4.5K sh$863KSellSep 21Olivier LoeillotCEO5.4K sh$977KSellSep 4Olivier LoeillotCEO3.0K sh$504KSellAug 20Olivier LoeillotCEO5.4K sh$977KSellJul 16Jason K GarlandCFO530 sh$80KSellJun 25Jason K GarlandCFO733 sh$106KSellApr 21Olivier LoeillotCEO3.8K sh$536K
+ 19 other (9 awards · 5 exempts · 5 inkinds) in window

See when $RGEN insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KAcquisition completedOct 68-K — Item 2.01: Acquisition completed · Item 7.01: Press release / Reg FD
8-KOfficer or director changeSep 158-K — Item 5.02: Officer or director change
AI summary

Repligen Corporation (RGEN) disclosed that board member Karen A. Dawes notified the company of her retirement from the Board effective September 30, 2026, after over twenty years of service. Her departure is voluntary and not related to any disagreement with the company on operations, policies, or procedures. This is a routine director retirement that follows a recently completed CEO transition; no strategic or financial implications are disclosed.

8-KMaterial agreementJul 228-K — Item 1.01: Material agreement · Item 2.02: Earnings release · Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

Repligen Corporation signed an Agreement and Plan of Merger to acquire BioLife Solutions on July 21, 2026, offering $11.25 cash plus 0.1442 Repligen shares per BioLife share in a two-step merger; both boards approved the deal. Repligen also reported Q2 2026 financial results and disclosed 2026 guidance under Reg FD on the same day. The acquisition would add BioLife's cell culture media and cold-chain bioprocessing products to Repligen's existing bioprocessing equipment portfolio, extending its reach in the cell and gene therapy manufacturing supply chain.

8-KShareholder voteMay 158-K — Item 5.07: Shareholder vote
AI summary

RGEN held its Annual Meeting of stockholders around 2026-05-15 (8-K Item 5.07). The meeting was adjourned, likely due to insufficient quorum. Routine governance event — monitor for unusually high withhold votes as an activist signal.

+ 18 other (6 425s · 3 13Gs · 2 10-Qs · 2 earnings 8-Ks) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Repligen Corporation $RGEN Stock Sold by Krilogy Financial LLCdefenseworld.net·2d agoRepligen: A Buy As Its Growth Engine Gears Upseekingalpha.com·2d agoRepligen to Report Third Quarter 2026 Financial Resultsglobenewswire.com·4d agoRepligen Corp (RGEN) Shares Fall 7.7% -- What GF Score of 85 Tells Investorsgurufocus.com·10d agoRepligen Completes Acquisition of BioLife Solutionsglobenewswire.com·11d ago

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Voices on X · last 7 days

No standout posts about $RGEN on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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