REGENXBIO Inc. (RGNX) AI Stock Analysis

NASDAQ: RGNXAI research summary: business, growth, valuation, analysts, bull and bear case.

RGNX AI stock analysis summary

AI Research

REGENXBIO Inc. (RGNX) is a clinical-stage biotechnology company advancing gene therapy candidates through its proprietary NAV Technology Platform. In FY2025, the company grew revenue by 104.5% to $170.4M while reporting net income of -$193.9M. In the latest quarter ending June 30, 2026, revenue increased 405.7% year-over-year.

Market cap
$457.1M
Revenue (TTM)
$174.5M
P/E
—
1Y return
-43.9%
S&P 500 16.8%
Avg. target
$23.58
240.6% vs last close

Bull case

  • REGENXBIO demonstrated strong top-line recovery in FY2025 as revenue rose 104.5% to $170.4M.
  • Quarterly revenue grew 405.7% year-over-year for the period ending June 30, 2026.
  • The analyst mean price target of $23.58 sits 240.6% above the recent closing price of $6.92.

Bear case

  • The company reported net income of -$193.9M in FY2025 alongside negative free cash flow of -$126.4M.
  • REGENXBIO stock fell 43.9% over the past year while the S&P 500 gained 16.8%.
  • Shareholder dilution has occurred, marked by a 20.3% increase in share count over the past five years.

What REGENXBIO does

REGENXBIO Inc. is a clinical-stage biotechnology company focused on the development of gene therapy product candidates. Founded in 2008 and based in Rockville, Maryland, the company leverages its proprietary NAV Technology Platform, which utilizes adeno-associated virus vectors to deliver therapeutic genes to cells. Its lead candidate, RGX-314, is in Phase III clinical trials for wet age-related macular degeneration. Its pipeline also includes RGX-121, RGX-111, RGX-202 for Duchenne muscular dystrophy in Phase I/II, and preclinical candidates RGX-181 and RGX-381. REGENXBIO also out-licenses its NAV platform and maintains a strategic collaboration with Neurimmune AG.

Growth and profitability

REGENXBIO's top-line performance has seen sharp shifts over recent fiscal years, moving from $470.3M in FY2021 to $112.7M in FY2022, $90.2M in FY2023, and $83.3M in FY2024, before increasing 104.5% to $170.4M in FY2025. Gross margin rebounded to 88.1% in FY2025, compared to 59.7% in FY2024. Profitability remains constrained by substantial research activity, with R&D expenses of $228.3M contributing to net income of -$193.9M and an EPS of -$3.76 in FY2025. In the latest quarter ending June 30, 2026, quarterly revenue grew 405.7% year-over-year, while trailing twelve month operating margin reached 27.1%.

RGNX income statement →

Balance sheet and cash flow

As of June 30, 2026, REGENXBIO held $105.5M in cash and short-term investments alongside total debt of $69.0M, yielding net cash of $36.6M. Total assets stood at $386.6M against shareholders' equity of $71.8M, supported by a current ratio of 2.86 and a debt-to-equity ratio of 0.96. For FY2025, operating cash flow was -$124.0M and free cash flow was -$126.4M, with capital expenditures of $2.4M. Over the past five years, the company's share count expanded by 20.3%.

RGNX balance sheet →

Valuation and performance

With a market capitalization of $457.1M and an enterprise value of $458.2M, REGENXBIO trades at a price-to-sales ratio of 2.6x and an EV-to-revenue ratio of 2.6x. Its price-to-sales ratio stands below the 4.1x median of its US-listed Healthcare peers, while its price-to-book multiple is 6.9x. The stock closed at $6.92 on October 16, 2026, sitting 27.4% below its 200-day average. Over the past year, the stock fell 43.9%, compared to a 16.8% return for the S&P 500.

RGNX key metrics →

What analysts expect

Wall Street coverage includes 7 Strong Buy, 3 Buy, and 2 Hold recommendations, with zero Sell ratings. The mean analyst price target is $23.58, which is 240.6% above the October 16, 2026 closing price of $6.92. For FY2026, consensus estimates anticipate revenue of $163.7M and an EPS of -$3.49. For FY2027, 9 analysts project revenue to expand 22.4% to $200.4M, with EPS estimated at -$2.98. The company beat EPS expectations in 2 of the last 4 quarters, and its next earnings date is November 5, 2026.

RGNX forecast and price target →

Key risks and what to watch

  • The company's cash and short-term investments of $105.5M as of June 30, 2026, face continued depletion from annual operating cash flow of -$124.0M.
  • High ongoing R&D expenses of $228.3M continue to suppress net margins, leading to a trailing twelve month EPS of -$3.78.
  • Short interest is notable, with short percent of float standing at 15.4%.

AI-generated research summary. Written with AI from Quotelinks data as of October 16, 2026 and checked so every figure matches that data. For information only, not investment advice. Disclaimer

About this RGNX AI stock analysis

This page is an AI-written research summary of REGENXBIO Inc. (RGNX). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: RGNX income statement, RGNX balance sheet, RGNX key metrics, RGNX analyst forecast, RGNX chart. See the RGNX stock overview for the latest quote and news.

RGNX AI stock analysis FAQ

What does REGENXBIO Inc. do?

REGENXBIO is a clinical-stage biotechnology company that uses its proprietary NAV Technology Platform to deliver adeno-associated virus gene therapies. Its lead clinical candidate is RGX-314, currently in Phase III trials for wet age-related macular degeneration.

Does REGENXBIO pay a dividend?

No, REGENXBIO does not pay a dividend. The company directs its capital toward research and clinical development.

What is the consensus analyst price target for RGNX?

The mean analyst price target is $23.58, which is 240.6% above the stock's closing price of $6.92 on October 16, 2026.

When is REGENXBIO's next earnings release?

REGENXBIO is scheduled to report its next quarterly financial results on November 5, 2026.

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