Regenxbio

RGNX · NASDAQ

$7.40+$0.25 (+3.50%)TodayMarket closed · Oct 20, 7:34 PM ET

Prev close $7.15

RGNX analyst rating

BuyConsensus of 12 analysts over the last 12 months. 83% rate it a buy.

Strong buy0
Buy10
Hold2
Underperform0
Sell0

12-month price target · 14 analysts

Average $24.91 (+236.6% upside)

Low: $10.10
Now: $7.40
High: $52.50

Upgrades and downgrades

The latest rating actions, newest first

RGNX analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
Mizuho	Oct 5, 2026	Initiates	Outperform	$22.00	54%
HC Wainwright & Co.	Aug 25, 2026	Maintains	Buy	$23.00 → $21.00	40%
Baird	Aug 25, 2026	Maintains	Outperform	$32.00 → $29.00	45%
HC Wainwright & Co.	Aug 10, 2026	Maintains	Buy	$26.00 → $23.00	40%
Barclays	Aug 7, 2026	Downgrade	Overweight → Equal-Weight	$12.00	45%
HC Wainwright & Co.	Jun 24, 2026	Maintains	Buy	$26.00	40%
Baird	Jun 22, 2026	Maintains	Outperform	$27.00 → $32.00	45%
Leerink Partners	Jun 22, 2026	Maintains	Outperform	$17.00 → $18.00	47%
HC Wainwright & Co.	Jun 5, 2026	Maintains	Buy	$30.00 → $26.00	40%
B of A Securities	May 15, 2026	Maintains	Buy	$25.00 → $14.00	60%

The case for and against

Updated Oct 14, 2026

Bull case

Regenxbio is supported by a diversified gene-therapy pipeline spanning DMD, wet AMD, NPDR, and MPS II, with multiple late-stage catalysts and several regulatory readouts expected in 3Q26 and 4Q26 that could broaden commercialization prospects. Its 2Q26 revenue of $108.0M, including a $100M AbbVie milestone, and net income of $22.7M versus an expected loss of $63.5M underscore improving financial resilience while funding development. Although RGX-121 faces a clinical hold, FDA alignment on resubmission without additional studies, plus strong RGX-202 efficacy, safety, and surrogate-endpoint data, supports a favorable long-term fundamental outlook.

Bear case

Regenxbio is a clinical-stage gene therapy company whose value remains highly speculative because it depends on a small set of programs, with DCF-based asset values of $1.39B to $1.55B resting on a 20% discount rate, 1% terminal growth, and only $313M of cash. The investment case is weakened by modest approval probabilities across key indications—55% in wet AMD, 40% in DR, 65% in MPS II, and 55% in DMD—highlighting meaningful clinical and regulatory uncertainty. It also faces commercialization and financing risk from potential market underpenetration, competition, and dilution, while a $182M liability tied to future royalties further limits balance-sheet flexibility.

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