Thesis status
INTACT → STRENGTHENED
Conviction●●●●○4 of 5
Research target$181.78Snapshot target
Thesis statusSTRENGTHENEDLast reviewed 7/10/26
Market cap$8.14BSnapshot value
Research history
See all RGEN changes ↗What changed
Last reviewed
7/8/26 → 7/10/26
Conviction
1 → 4
Target
— → $181.78
Thesis status
NEEDS_MORE_DATA → INTACT
Last reviewed
Not reviewed → 7/8/26
Bioprocessing bottleneck supplier to biopharma/CDMOs; sells process-critical upstream/downstream tools and analytics for biologics manufacturing where qualification, installed-base stickiness, and switching friction matter more than commodity pricing.
FY2025 revenue $738.3M (+16.4% YoY); Q1 2026 revenue $194M (+15% reported, +11% organic); FY26 organic revenue guide +9%-13%; 160bp adjusted operating margin expansion; China OEM partnership
Sustained biopharma capex slowdown, consumables demand deterioration, or China OEM/local-manufacturing execution failure that prevents margin-accretive growth.
needs X/Reddit sentiment sweep
Snapshot · 7/10/26🟢 Lean-Bull · ins-$0.6M · 13F 21+/4- · short↑0.3
Snapshot · 7/10/26