Regeneron Pharmaceuticals, Inc., headquartered in Tarrytown, New York, is scheduled to disclose its earnings for the fourth quarter on the morning of Friday, January 30. Market consensus anticipates the company will report earnings per share (EPS) of $10.74. This figure represents a decrease from the EPS of $12.07 reported during the same quarter last year.
In contrast to the projected earnings drop, analysts expect Regeneron’s quarterly revenue to remain relatively flat. The consensus revenue estimate stands at approximately $3.79 billion, consistent with the revenue reported in the prior year’s comparable quarter. These projections derive from financial data compiled by Benzinga Pro.
Regarding corporate initiatives, on December 1, Regeneron entered a global collaboration agreement with Tessera Therapeutics, Inc. This partnership is aimed at the development and commercialization of a new therapeutic candidate, TSRA-196. The collaboration reflects Regeneron’s continued efforts to expand its pipeline and leverage novel technologies for treatment advancement.
On the trading front, Regeneron’s shares experienced a marginal decline of 0.2%, closing at $749.44 on Thursday prior to the earnings announcement. This price movement reflects market caution ahead of the company’s financial disclosures.
Leading financial analysts have recently updated their outlooks on Regeneron, influenced in part by recent developments and the upcoming earnings report. Cory Kasimov of Evercore ISI Group reaffirmed an Outperform rating on the stock on January 22, 2026. Notably, Kasimov increased the price target from $750 to $875, reflecting a positive stance supported by an accuracy rate of 68% in his recent predictions.
Similarly, Gregory Renza from Truist Securities maintained a Buy rating and revised the price target upwards from $798 to $820 as of January 8, 2026. Renza’s historical forecast accuracy stands at 58%, indicating respectable reliability in expectations.
On the same day, January 7, 2026, B of A Securities' analyst Tazeen Ahmad lifted the rating from Underperform to Buy. Ahmad also significantly raised the price target from $627 to $860. This upgrade is notable, reflecting a reassessment of Regeneron’s prospects supported by an accuracy rate of 59%.
Further, Matthew Harrison from Morgan Stanley sustained an Equal-Weight rating on the stock and modestly increased the price target from $767 to $768 on December 12, 2025. Harrison’s rating accuracy is recorded at 61%, suggesting consistent evaluation practices.
Mohit Bansal at Wells Fargo also maintained an Equal-Weight stance, boosting the price target from $700 to $745 on December 10, 2025. Bansal’s accuracy rate is among the higher ones at 69%, reflecting a solid predictive track record.
The varying analyst price targets and ratings underscore a spectrum of expectations among professional investors and highlight different interpretations of Regeneron’s financial health and growth potential amidst the evolving biotech sector dynamics.
Market observers considering Regeneron’s stock should also take into account the broader context of analyst insights provided by Benzinga’s comprehensive stock rating platform. The platform enables sorting and evaluation of analyst ratings, facilitating a nuanced understanding of investment prospects based on multiple variables including firm reputation and recent rating changes.
Moreover, Benzinga’s proprietary ranking system identifies several stocks positioned for significant movement in 2026, evaluating metrics such as growth, value, quality, and momentum. Within this selection, Regeneron stands out as a stock with substantial analyst interest and variable price outlooks, reflecting opportunities and risks inherent in biotech investments.
As of the latest market close, Regeneron’s share price was noted at $765.40, representing a 2.13% increase in the short term. The stock’s momentum score is recorded at 76.21, with quality and value scores of 37.68 and 64.59, respectively. Growth metrics, however, are not currently available, indicating either a lack of consensus or insufficient data for this parameter.
Key Points:
- Regeneron projected to report Q4 EPS of $10.74, signaling a decline from $12.07 a year prior.
- Quarterly revenue is expected to remain steady at approximately $3.79 billion.
- Recent collaboration announced with Tessera Therapeutics to develop therapeutic candidate TSRA-196.
- Analysts have adjusted price targets between $745 and $875, reflecting mixed views on stock potential.
Risks and Uncertainties:
- Anticipated decrease in earnings per share which may impact investor sentiment.
- Uncertainty in revenue growth with forecasts indicating flat performance year-over-year.
- Dependence on success of new collaboration with Tessera Therapeutics, which carries developmental and commercialization risks.
- Variability in analyst price targets and ratings indicates differing perspectives on stock valuation and future performance.
Disclosure: This article is intended for informational purposes and does not constitute investment advice. Investors should conduct their own due diligence and consult with financial advisors before making investment decisions.