Hold Rating for Repligen Amid Mixed Performance and Modest Growth Projections

Analyst Matthew Stanton, CFA of Jefferies maintained a Hold rating on Repligen (RGEN – Research Report), with a price target of $165.00.

Matthew Stanton, CFA has given his Hold rating due to a combination of factors influencing Repligen’s current market position and prospects. The company has shown a solid performance in its recent quarterly results, with revenue growth driven by various segments such as filtration and chromatography. However, certain areas like proteins have underperformed, creating a mixed overall performance.
Despite a slightly better-than-expected guidance for 2025, the growth projections are modest and reflect challenges such as pricing normalization and economic pressures in key regions like China. While there is potential for growth in other Asian markets, the overall outlook suggests a cautious stance, prompting the Hold rating as the company navigates through these mixed signals and seeks to capitalize on new product introductions and strategic acquisitions.

Based on the recent corporate insider activity of 62 insiders, corporate insider sentiment is negative on the stock. This means that over the past quarter there has been an increase of insiders selling their shares of RGEN in relation to earlier this year.