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Ticker UpdateTuesday, August 25, 2026

$RGNX ACCE Score Drops 14 Points to 38 — What Drove It

REGENXBIO's ACCE composite score fell from 52 to 38. We break down what likely drove the move across growth, value, quality, and momentum.

Adrien Chantreuil
Adrien Chantreuil
Founder, ACCE Investments

What changed

$RGNX just saw its ACCE composite score fall 14 points, from 52 to 38 out of 100. That is a meaningful single-move drop, and the current score breakdown tells a clear story about where the pressure is coming from.

The four subscore readings right now: Growth 64, Value 11, Quality 44, Momentum 34. Two of those four are in genuinely weak territory, and one is near the floor.

What the subscores say

Value (11/100) is the most striking number in the breakdown. A score that low typically reflects a combination of a negative forward P/E (currently -2.7, meaning the company is not yet profitable on a forward basis) and metrics like FCF yield sitting at -17.9%. When a stock is burning cash and has no near-term earnings to anchor a valuation, value-oriented scoring models will penalise it heavily. This subscore alone drags the composite down significantly.

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Momentum (34/100) is the other weak point. $RGNX is down 8.5% over the past year, and momentum subscores tend to track price trends across multiple lookback windows. A stock that has underperformed over a 12-month horizon, with no strong near-term reversal, will score poorly here. A deteriorating momentum reading is one of the most common drivers of a sharp composite score drop, because it compounds whatever fundamental weakness already exists.

Quality (44/100) sits in the middle of the range but carries some red flags. ROE is -137.6%, net margin is -112.6%, and the earnings quality flag is listed as concerning. These figures reflect a pre-profitability biotech that is spending heavily relative to its revenue base. Quality subscores reward consistency, margin strength, and capital efficiency — none of which $RGNX can demonstrate right now.

Growth (64/100) is the one bright spot. Year-over-year revenue is up 405.7%, which is a substantial top-line expansion and likely the reason the growth subscore is holding up. The company also beat Q3 FY2026 earnings estimates by 2.6%. But year-over-year earnings growth is listed at 0.0%, so the revenue surge has not yet translated into bottom-line improvement.

What it means

A 14-point composite drop of this kind usually reflects a combination of momentum deterioration and a reassessment of quality or value metrics rather than a single event. With Value at 11 and Momentum at 34, $RGNX is carrying two structurally weak subscores that are hard to offset even with strong revenue growth.

The analyst consensus target sits at $24.55 against a current price of $8.24, which implies significant upside on paper. But the ACCE score of 38 reflects the risk profile embedded in reaching that target — negative margins, negative cash flow, and a stock that has lost ground over the past year.

For current pricing and score updates, see the live $RGNX page at acceinvestments.com/stocks/RGNX.

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Stocks mentioned
RGNX· REGENXBIO Inc. Common Stock
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