Repligen Corp. (RGEN) Rose as Industrial Destocking Decreased and Order Patterns Stabilized

2 days ago 8

Soumya Eswaran

Thu, February 19, 2026 astatine 6:48 AM CST 2 min read

Conestoga Capital Advisors, an plus absorption company, released its fourth-quarter 2025 capitalist letter. As galore believe, US equities experienced coagulated returns successful 2025, with double-digit gains crossed each large indices, yet underlying conditions revealed utmost volatility and marketplace leadership. A transcript of the missive tin beryllium downloaded here. In Q4 2025, Conestoga Capital Advisors Small Cap Strategy returned -1.89% net-of-fees, trailing the Russell 2000 Growth Index’s 1.22% return. The returns were volatile successful the quarter. The “low quality” stocks rally persisted successful the quarter, but astatine a slower gait compared to earlier quarters. Please reappraisal the Strategy’s apical 5 holdings to summation insights into their cardinal selections for 2025.

In its fourth-quarter 2025 capitalist letter, Conestoga Capital Advisors highlighted stocks similar Repligen Corporation (NASDAQ:RGEN). Repligen Corporation (NASDAQ:RGEN) is simply a beingness subject institution that develops and distributes bioprocessing technologies and systems. The one-month instrumentality of Repligen Corporation (NASDAQ:RGEN) was -17.76%, and its shares mislaid 15.10% of their worth implicit the past 52 weeks. On February 18, 2026, Repligen Corporation (NASDAQ:RGEN) banal closed astatine $138.11 per share, with a marketplace capitalization of $7.774 billion.

Conestoga Capital Advisors stated the pursuing regarding Repligen Corporation (NASDAQ:RGEN) successful its 4th fourth 2025 capitalist letter:

"Repligen Corporation (NASDAQ:RGEN) supplies bioprocessing instrumentality and consumables utilized successful biologic cause manufacturing. Shares rebounded powerfully arsenic grounds mounted that manufacture destocking had bottomed and bid trends were stabilizing. Improved visibility into 2026 growth, combined with disciplined outgo controls, drove operating leverage expectations higher. The marketplace re-rated the banal arsenic investors looked past adjacent word volatility and focused connected RGEN’s high-quality consumables mix, beardown marketplace positions, and semipermanent biologics maturation tailwinds."

Is Repligen Corporation (RGEN) the Top Stock to Buy According to 12 West Capital Management?

Repligen Corporation (NASDAQ:RGEN) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. As per our database, 53 hedge money portfolios held Repligen Corporation (NASDAQ:RGEN) astatine the extremity of the 3rd quarter, which was 49 successful the erstwhile quarter. While we admit the imaginable of Repligen Corporation (NASDAQ:RGEN) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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