Repligen (RGEN) Stock Forecast & Price Target

Repligen has demonstrated robust growth in its biopharmaceutical and CDMO revenues, with increases exceeding 20% year over year, reflecting strong demand for its products. The company has raised its full-year 2025 revenue guidance to a range of $715-735 million, up from an earlier estimate of $695-720 million, indicating confidence in its growth trajectory. Additionally, all product franchises, including Process Analytics, which saw a revenue increase greater than 50% year over year, contribute to a positive long-term outlook as Repligen continues to capitalize on advancements in bioprocessing technology.

Repligen has revised its 2025 financial forecasts downward, adjusting the expected operating margin to approximately 13.5% and EBITDA margin to about 19%, indicating potential challenges in maintaining profitability. Concerns regarding the reliability of Repligen's technology and product defects may lead to revenue loss, delayed market acceptance, and increased operational costs, which could adversely affect its financial condition and reputation in a competitive market. Additionally, a significant reduction in orders from major customers poses a risk to Repligen's revenue streams, further compounding the company's financial vulnerabilities.