Conestoga Micro Cap Composite: Q3 2026 Leaders, Laggards, Buys And Sells

We remain encouraged by the operational performance of the Micro cap companies held in portfolios. TWST shares surged as a strong fiscal 3Q highlighted accelerating demand across several of the company's end markets. TKNO management responded to the stronger first half by substantially raising its full-year revenue outlook.

Seeking Alpha • 6 minutes ago

What Repligen (RGEN) Said on Its Q3 Earnings Call

Repligen NASDAQ: RGEN reported record third-quarter 2026 revenue of $209 million, surpassing its prior quarterly peak set in the second quarter of 2022, as growth in its Proteins, Chromatography and Analytics franchises offset weakness in Filtration.

MarketBeat • Oct 27, 2026

Repligen Corporation (RGEN) Q3 2026 Earnings Call Transcript

Repligen Corporation (RGEN) Q3 2026 Earnings Call Transcript

Seeking Alpha • Oct 27, 2026

Repligen Reports Third Quarter 2026 Financial Results and Updates Full Year 2026 Financial Guidance

Third quarter revenue of $209 million, a year-over-year increase of 11% as reported and 12.5% organic Closed BioLife acquisition, which fast-tracks Repligen's leadership and offering in high-growth cell therapy market Raising FY26 revenue guidance to $844-$852 million which represents reported revenue growth of 14.5% - 15.5% WALTHAM, Mass., Oct. 27, 2026 (GLOBE NEWSWIRE) -- Repligen Corporation (NASDAQ:RGEN), today reported financial results for its third quarter of 2026, covering the three-month period ended September 30, 2026.

GlobeNewsWire • Oct 27, 2026

Repligen (RGEN) Q3 Earnings and Revenues Surpass Estimates

Repligen (RGEN) came out with quarterly earnings of $0.53 per share, beating the Zacks Consensus Estimate of $0.46 per share. This compares to earnings of $0.46 per share a year ago.

Zacks Investment Research • Oct 27, 2026

Conestoga Small Cap Composite Q3 2026 Portfolio Activity

The Conestoga Small Cap Composite returned -11.22% net of fees in 3Q26, trailing the -9.39% return for the Russell 2000 Growth Index. Small Cap Composite top 5 leaders include Repligen, Merit Medical, Stevanato Group, Descartes Systems and Digi International. Small Cap Composite bottom 5 laggards include Mercury Systems, AAON, RBC Bearings, SPX Technologies and UL Solutions.

Seeking Alpha • Oct 27, 2026

Baron Health Care Fund Q3 2026 Top Contributors And Detractors

TMO's organic growth of 5% exceeded consensus by 200 basis points, and management raised full-year organic growth guidance/. MTD's local-currency sales grew 6%, exceeding prior guidance of 3%. TEVA management raised guidance for all three brands.

Seeking Alpha • Oct 26, 2026

Repligen: A Buy As Its Growth Engine Gears Up

Repligen demonstrates 13% organic growth despite Filtration headwinds, with strong momentum in the Proteins and Process Analytics segments. Filtration's drag is temporary, with mid-single-digit growth expected in 2026 and order activity fueling a robust 2027 backlog. The BioLife acquisition adds high-margin, sticky cell therapy consumables, with anticipated synergies and accretive EPS contributions post-closing.

Seeking Alpha • Oct 15, 2026

Repligen to Report Third Quarter 2026 Financial Results

WALTHAM, Mass., Oct. 13, 2026 (GLOBE NEWSWIRE) -- Repligen Corporation (NASDAQ:RGEN), today announced that the Company will report its third quarter 2026 financial results on Tuesday, October 27, 2026.

GlobeNewsWire • Oct 13, 2026

Repligen Completes Acquisition of BioLife Solutions

WALTHAM, Mass., Oct. 06, 2026 (GLOBE NEWSWIRE) -- Repligen Corporation (NASDAQ: RGEN, “Repligen”, or the “Company”), a life sciences company focused on bioprocessing technology leadership, today announced it has completed the previously announced acquisition of BioLife Solutions, Inc. (NASDAQ: BLFS, “BioLife”), a leading developer and supplier of cell processing tools and services for the cell and gene therapy market.  “We are excited to welcome BioLife team members to Repligen,” said Olivier Loeillot, President and Chief Executive Officer of Repligen. “BioLife's highly-differentiated portfolio of products expands our presence in the rapidly growing cell therapy market, adding a deeply embedded, high-margin consumables business with attractive recurring revenue. Together, we are better positioned to support customers across critical stages of the cell therapy workflow and help advance the development and commercialization of next-generation therapies. Over the past several months, our teams have worked closely together to develop a thoughtful integration plan, and we are even more excited about the strategic rationale of bringing our organizations together and the value we will create for patients, customers, and shareholders.” BioLife's products are deeply embedded in the cell therapy workflow and highly complementary to Repligen's existing offering in this market. BioLife's differentiated biopreservation media portfolio, led by CryoStor®, supports 18 commercially approved therapies and the majority of U.S. commercially sponsored cell-based therapy trials. As a combined commercial team, BioLife will benefit from Repligen's broader global reach, including Asia Pacific, while Repligen will benefit from BioLife's trusted customer relationships.  In connection with the transaction, BioLife stockholders received $11.25 per share in cash and 0.1442 shares of Repligen common stock, with cash in lieu of any fractional shares of Repligen common stock.  Repligen intends to provide additional detail regarding the transaction's expected impact on Repligen's 2026 financial outlook in the upcoming third quarter 2026 earnings call.   Advisors Perella Weinberg Partners LP and Goldman Sachs & Co. LLC served as financial advisors and Goodwin Procter LLP served as legal counsel to Repligen. Centerview Partners, LLC served as financial advisor and K&L Gates LLP served as legal counsel to BioLife.  About Repligen Corporation Repligen Corporation is a global life sciences company that develops and commercializes highly innovative bioprocessing technologies and systems that enable efficiencies in the process of manufacturing biological drugs. We are “inspiring advances in bioprocessing” for the customers we serve, primarily biopharmaceutical drug developers and contract development and manufacturing organizations (CDMOs) worldwide. Our focus areas are Filtration and Fluid Management, Chromatography, Process Analytics and Proteins. Our corporate headquarters are located in Waltham, Massachusetts, and the majority of our manufacturing sites are in the U.S., with additional key sites in Estonia, Germany, Ireland, the Netherlands and Sweden. For more information about the company see our website at www.repligen.com, and follow us on LinkedIn .   Forward-Looking Statements This press release may contain forward-looking statements within the meaning of the federal securities laws. Investors are cautioned that statements in this press release which are not strictly historical statements including, without limitation, statements regarding the expected benefits of the transaction and Repligen's ability to recognize such benefits; the anticipated financial impact of the transaction on Repligen; expectations for Repligen's performance following the transaction; and beliefs and expectations about the cell therapy industry, including its growth, and BioLife's position as a highly-differentiated cell processing tool leader. Words like “believe,” “expect,” “may,” “will,” “should,” “seek,” or “could” and variations of such words and similar expressions are intended to identify such forward-looking statements. Such forward-looking statements are subject to a number of risks and uncertainties that could cause actual results to differ materially from those anticipated, including risks discussed from time to time in our filings with the Securities and Exchange Commission. We expressly disclaim any responsibility to update any forward-looking statements, except as required by law.   Repligen Contact:  Jacob JohnsonVP, Investor Relations781-419-0204investors@repligen.com

GlobeNewsWire • Oct 6, 2026