Cerus (CERS) Q4 Product Revenue Expected at $57.8M, 14% YoY Growth
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 12 2026
0mins
Source: seekingalpha
- Revenue Growth: Cerus anticipates Q4 product revenue to reach $57.8 million, reflecting a 14% year-over-year increase, indicating strong momentum in its blood safety products, particularly the IFC segment.
- IFC Performance: The INTERCEPT Fibrinogen Complex (IFC) is expected to contribute $4.2 million in Q4, showcasing a year-over-year growth of approximately 40%, which underscores the increasing market demand for this product and strengthens Cerus's competitive position.
- Full-Year Outlook: For FY 2025, Cerus raises its product revenue guidance to a range of $202 million to $204 million, representing a 14% increase year-over-year, with IFC expected to account for $16.7 million, reflecting an impressive 80% growth, demonstrating the company's confidence in future performance.
- 2026 Revenue Guidance: The company projects FY 2026 product revenue between $224 million and $228 million, indicating a year-over-year growth of 9%-11%, with expected IFC revenue of $20 million to $22 million, translating to a 20%-30% increase, laying a solid foundation for sustained growth ahead.
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Analyst Views on CERS
Wall Street analysts forecast CERS stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for CERS is 4.50 USD with a low forecast of 4.00 USD and a high forecast of 5.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
4 Analyst Rating
3 Buy
1 Hold
0 Sell
Strong Buy
Current: 2.320
Low
4.00
Averages
4.50
High
5.00
Current: 2.320
Low
4.00
Averages
4.50
High
5.00
About CERS
Cerus Corporation is a biomedical products company. The Company is focused on developing and commercializing the INTERCEPT Blood System to enhance blood safety. The INTERCEPT Blood System, which is based on its proprietary technology for controlling biological replication, is designed to reduce blood-borne pathogens in donated blood components intended for transfusion. Its INTERCEPT Blood System is intended for use with blood components and certain of their derivatives: platelets, plasma, red blood cells and to produce INTERCEPT Fibrinogen Complex (IFC), and pathogen reduced plasma, cryoprecipitate reduced. The INTERCEPT Blood System for Cryoprecipitation uses its plasma system to produce IFC for the treatment and control of bleeding, including massive hemorrhage, associated with fibrinogen deficiency. In addition, the INTERCEPT Blood System for Cryoprecipitation is used to produce pathogen reduced plasma, cryoprecipitate reduced.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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