Repligen Eyes 15.1% Q4 Revenue Growth After 21.9% Sales Surge
Repligen’s last quarter revenues reached $188.8 million, up 21.9% year-on-year, and analysts expect tomorrow’s fourth-quarter revenue to rise 15.1% year-on-year. The stock has underperformed peers—down 16.9% over the past month versus a 3.4% average decline for drug development inputs & services—while average analyst price targets stand at $190.89.
1. Earnings Preview
Repligen will report fourth-quarter results tomorrow before market open, with analysts forecasting 15.1% year-on-year revenue growth compared to flat revenue in the same quarter last year.
2. Last Quarter Results
In the prior quarter, Repligen generated $188.8 million in revenue, marking a 21.9% increase year-on-year and surpassing both organic revenue and overall analysts’ revenue projections.
3. Peer Performance
Within the drug development inputs & services segment, Medpace delivered 32% year-on-year revenue growth and beat estimates by 3.3%, while West Pharmaceutical Services reported 7.5% growth, topping estimates by 1.5%, though their stock reactions diverged sharply.
4. Stock Performance and Outlook
Repligen shares have fallen 16.9% over the past month versus a 3.4% average drop for peers, and carry an average analyst price target of $190.89, with potential volatility from trade policy and corporate tax discussions.