Lake Street would buy the weakness in Rapid Micro Biosystems after Q4 report

Lake Street notes that Rapid Micro Biosystems (RPID) reported Q4 revenue in line with its January pre-release and established 2026 revenue guidance of $37M-$41M, compared to the firm’s estimate of $39.8M and consensus of $39.9M. Shares are trading down 21% in reaction, which the firm thinks is “an unwarranted, but also an attractive situation for investors who take the time to look deeper.” Rapid’s ability to continue to extend its breadth and depth across the pharmaceutical manufacturing sector “should make it an attractive acquisition target in the coming years,” contends the analyst, who keeps a Buy rating and $8 price target on the shares.