Analysts Issue Forecasts for Replimune Group FY2026 Earnings

Replimune Group, Inc. (NASDAQ:REPL) – Stock analysts at HC Wainwright lifted their FY2026 earnings estimates for Replimune Group in a note issued to investors on Monday, April 13th. HC Wainwright analyst R. Burns now expects that the company will post earnings of ($3.35) per share for the year, up from their prior forecast of ($3.46). HC Wainwright has a “Sell” rating on the stock. The consensus estimate for Replimune Group’s current full-year earnings is ($2.97) per share. HC Wainwright also issued estimates for Replimune Group’s Q4 2026 earnings at ($0.73) EPS, Q1 2027 earnings at ($0.70) EPS, Q2 2027 earnings at ($0.68) EPS, Q3 2027 earnings at ($0.67) EPS, Q4 2027 earnings at ($0.66) EPS and FY2027 earnings at ($2.71) EPS.

Replimune Group (NASDAQ:REPL) last released its earnings results on Tuesday, February 3rd. The company reported ($0.77) earnings per share for the quarter, beating analysts’ consensus estimates of ($0.85) by $0.08.

A number of other brokerages have also recently commented on REPL. Jefferies Financial Group restated a “hold” rating and set a $2.00 price target (down from $13.00) on shares of Replimune Group in a research note on Monday. Piper Sandler cut shares of Replimune Group from an “overweight” rating to a “neutral” rating and set a $4.00 price target on the stock. in a research note on Friday, April 10th. BMO Capital Markets cut shares of Replimune Group from a “market perform” rating to an “underperform” rating in a research note on Monday. Leerink Partners reissued a “market perform” rating and set a $2.00 price objective (down from $11.00) on shares of Replimune Group in a report on Monday. Finally, Cantor Fitzgerald cut Replimune Group from an “overweight” rating to a “hold” rating in a report on Monday. Six research analysts have rated the stock with a Hold rating and four have given a Sell rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Reduce” and an average price target of $4.75.

Replimune Group Stock Up 14.7%

Shares of NASDAQ REPL opened at $1.95 on Wednesday. Replimune Group has a one year low of $1.50 and a one year high of $13.24. The company has a debt-to-equity ratio of 0.33, a current ratio of 5.60 and a quick ratio of 5.60. The business’s fifty day moving average price is $7.30 and its 200-day moving average price is $7.92. The stock has a market capitalization of $161.01 million, a PE ratio of -0.57 and a beta of 0.74.

Institutional Trading of Replimune Group

Several institutional investors and hedge funds have recently modified their holdings of the business. ProShare Advisors LLC raised its holdings in shares of Replimune Group by 10.3% in the 4th quarter. ProShare Advisors LLC now owns 16,116 shares of the company’s stock valued at $157,000 after acquiring an additional 1,505 shares in the last quarter. JPMorgan Chase & Co. raised its position in shares of Replimune Group by 4.7% during the 3rd quarter. JPMorgan Chase & Co. now owns 38,016 shares of the company’s stock valued at $159,000 after buying an additional 1,712 shares in the last quarter. Ballentine Partners LLC raised its position in shares of Replimune Group by 7.8% during the 4th quarter. Ballentine Partners LLC now owns 23,665 shares of the company’s stock valued at $230,000 after buying an additional 1,721 shares in the last quarter. BNP Paribas Financial Markets raised its position in shares of Replimune Group by 37.5% during the 2nd quarter. BNP Paribas Financial Markets now owns 6,889 shares of the company’s stock valued at $64,000 after buying an additional 1,879 shares in the last quarter. Finally, NEOS Investment Management LLC raised its position in shares of Replimune Group by 5.0% during the 3rd quarter. NEOS Investment Management LLC now owns 42,966 shares of the company’s stock valued at $180,000 after buying an additional 2,060 shares in the last quarter. Hedge funds and other institutional investors own 92.53% of the company’s stock.

Insider Transactions at Replimune Group

In other Replimune Group news, insider Christopher Sarchi sold 6,500 shares of the stock in a transaction that occurred on Thursday, April 2nd. The shares were sold at an average price of $8.01, for a total value of $52,065.00. Following the sale, the insider directly owned 151,588 shares in the company, valued at $1,214,219.88. This represents a 4.11% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 5.20% of the stock is owned by corporate insiders.

Trending Headlines about Replimune Group

Here are the key news stories impacting Replimune Group this week:

• Neutral Sentiment: Several firms reaffirmed non?buy ratings but kept low $2 price targets (limited upside vs. current levels), signaling some analysts view further downside as likely but are not aggressively increasing exposure. Leerink Partners Reaffirms “Market Perform”
• Neutral Sentiment: Jefferies reiterated a Hold rating with a $2 target, and Wedbush reaffirmed Neutral with a $2 target — both imply little near?term upside given the regulatory setback. Jefferies Reiterates Hold
• Negative Sentiment: FDA issued a CRL for RP1 (the BLA for advanced melanoma), representing a material regulatory rejection that undermines the company’s lead commercial opportunity and growth outlook. This is the primary driver of the share decline. FDA Issues CRL to Replimune
• Negative Sentiment: HC Wainwright cut multiple near?term EPS estimates and reiterated a “Sell” rating, materially lowering FY2027 profitability forecasts and signaling a more bearish professional view on the company’s recovery timeline. HC Wainwright Reaffirms “Sell”
• Negative Sentiment: Other brokers moved more bearish: BMO cut to Underperform and Cantor Fitzgerald downgraded REPL to Hold; JPMorgan assigned an Underweight/Underperform stance — adding to selling pressure from institutional desks. BMO Downgrades to Underperform
• Negative Sentiment: News reports indicate Replimune plans workforce reductions after the FDA decision, increasing near?term execution risk and signaling management is preparing for a down?sized plan. Replimune Plans Layoffs

Replimune Group Company Profile

Replimune Group, Inc is a clinical?stage biotechnology company focused on developing next?generation oncolytic immunotherapies for the treatment of solid tumors. The company’s proprietary “RP” platform leverages genetically engineered herpes simplex virus type 1 (HSV-1) vectors armed with immunomodulatory payloads to selectively infect, replicate within and destroy cancer cells, while also stimulating systemic antitumor immune responses.

Replimune’s lead candidate, RP1, incorporates GM-CSF and a fusogenic protein to enhance both direct oncolysis and immune activation.