REPLIGEN CORP
In the published model solve dated 2026-Q2, anchored at $158.72, REPLIGEN CORP (RGEN) is priced for today's economics sustained for ~22.5 years. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed June 28, 2026 from SEC EDGAR filings.
At $131.96, Repligen is priced for a bioprocessing recovery the current 8.5 percent operating margin does not yet reflect. The price implies a very long runway of margin expansion, so the static valuation methods, which capitalize today's depressed earnings, all say richly valued. The inflection is underway. First-quarter 2026 revenue rose 15 percent to $194 million, with 11 percent organic growth, adjusted EPS of $0.48 beat by more than a quarter, and China revenue nearly doubled as the post-p
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425 institutional managers reported holding RGEN in 13F filings for the quarter ended 2026-03-31. 58 opened new positions that quarter. Held by BlackRock, Vanguard Group, T. Rowe Price, among others. On the short side, 5.7M shares were sold short as of the 2026-06-15 count, about 10% of shares outstanding (6.4 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
RGEN's share count is about flat over the past five years. It pays no dividend.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at RGEN over the trailing three years: 2024: 4 buys totaling $600k; 2025: 2 buys totaling $240k. 15 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
RGEN's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-03 | +1.1% | -10.5% |
| 2023-11-01 | +15.1% | +30.5% |
| 2024-02-23 | -3.2% | -15.2% |
| 2024-05-02 | +1.3% | -27.4% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
RGEN's latest 8-K filings: 2026-07-28 (items 2.02, 9.01); 2026-07-22 (items 1.01, 2.02, 7.01, 8.01, 9.01); 2026-05-15 (items 5.07); 2026-05-05 (items 2.02, 9.01); 2026-02-24 (items 2.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: June 28, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.