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
Should l Buy CERS?
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
4 Analyst Rating
3 Buy
1 Hold
0 Sell
Strong Buy
Current: 2.470
Low
4.00
Averages
4.50
High
5.00
Current: 2.470
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.
Cerus Corporation to Present at TD Cowen Health Care Conference
- Conference Presentation: Cerus Corporation's management is scheduled to present at the TD Cowen 46th Annual Health Care Conference on March 3, 2026, at 10:30 a.m. EST, highlighting advancements in blood safety.
- Live Webcast: The event will be accessible via a live webcast on Cerus's Investor Relations page, allowing global investors to stay informed about the company's strategic direction and business developments, with a replay available for 90 days post-event.
- Product Overview: Cerus is dedicated to developing and supplying pathogen-protected blood components, with its INTERCEPT Blood System globally recognized for ensuring blood safety, meeting the needs of hospitals and patients alike.
- Regulatory Progress: The INTERCEPT red blood cell system is currently under regulatory review in Europe and in late-stage clinical development in the U.S., indicating the company's potential for global market expansion and ongoing commitment to innovation.
See More
Cerus Corporation to Present at TD Cowen Health Care Conference
- Conference Schedule: Cerus Corporation's management is set to present at the TD Cowen 46th Annual Health Care Conference on March 3, 2026, at 10:30 a.m. EST, highlighting its leadership in the global blood products sector.
- Live Webcast: The event will be accessible via a live webcast on Cerus's Investor Relations page, allowing global investors to stay updated on the company's latest developments, with a 90-day replay available to ensure widespread information dissemination.
- Product Overview: Cerus is dedicated to safeguarding the world's blood supply, with its INTERCEPT Blood System being the only pathogen reduction system globally to receive both CE mark and FDA approval, showcasing its technological edge in blood safety.
- R&D Progress: The INTERCEPT red blood cell system is currently under regulatory review in Europe and in late-stage clinical development in the U.S., indicating the company's ongoing commitment to innovation in blood products and its market potential.
See More
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Cerus (CERS) Q4 Product Revenue Expected at $57.8M, 14% YoY Growth
- 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.
See More
Cerus Reports 14% Increase in 2025 Product Revenue to $206.1 Million
- Significant Revenue Growth: Cerus reported a product revenue of $206.1 million for 2025, reflecting a 14% increase from 2024, indicating sustained demand in the global blood safety market and enhancing its market position.
- Expanded Patient Access: By facilitating approximately 3 million INTERCEPT treated blood component doses across 40 countries, Cerus demonstrates the widespread application of its products globally, further solidifying its leadership in the industry.
- Positive Future Outlook: Cerus anticipates multiple milestones in 2026, including continued expansion of its commercial reach and advancement of its product development pipeline, which will help improve the company's financial performance and competitive edge.
- Enhanced Financial Transparency: Cerus plans to release complete financial results for 2025 in early March 2026, boosting investor confidence in the company's financial health and increasing market interest in its stock.
See More
Cerus Corporation to Present at TD Cowen Health Care Conference
- Conference Presentation: Cerus Corporation's management is scheduled to present at the TD Cowen 46th Annual Health Care Conference on March 3, 2026, at 10:30 a.m. EST, highlighting advancements in blood safety.
- Live Webcast: The event will be accessible via a live webcast on Cerus's Investor Relations page, allowing global investors to stay informed about the company's strategic direction and business developments, with a replay available for 90 days post-event.
- Product Overview: Cerus is dedicated to developing and supplying pathogen-protected blood components, with its INTERCEPT Blood System globally recognized for ensuring blood safety, meeting the needs of hospitals and patients alike.
- Regulatory Progress: The INTERCEPT red blood cell system is currently under regulatory review in Europe and in late-stage clinical development in the U.S., indicating the company's potential for global market expansion and ongoing commitment to innovation.
See More
Cerus Corporation to Present at TD Cowen Health Care Conference
- Conference Schedule: Cerus Corporation's management is set to present at the TD Cowen 46th Annual Health Care Conference on March 3, 2026, at 10:30 a.m. EST, highlighting its leadership in the global blood products sector.
- Live Webcast: The event will be accessible via a live webcast on Cerus's Investor Relations page, allowing global investors to stay updated on the company's latest developments, with a 90-day replay available to ensure widespread information dissemination.
- Product Overview: Cerus is dedicated to safeguarding the world's blood supply, with its INTERCEPT Blood System being the only pathogen reduction system globally to receive both CE mark and FDA approval, showcasing its technological edge in blood safety.
- R&D Progress: The INTERCEPT red blood cell system is currently under regulatory review in Europe and in late-stage clinical development in the U.S., indicating the company's ongoing commitment to innovation in blood products and its market potential.
See More
TG Therapeutics Reports $616 Million Revenue for FY 2025, Shares Surge 11.6%
- Strong Financial Performance: TG Therapeutics reported preliminary total global revenue of approximately $616 million for FY 2025, with Q4 U.S. net product revenue for BRIUMVI at about $182 million, indicating robust market performance that is expected to boost shareholder confidence.
- Significant Stock Surge: Following the earnings report, TG Therapeutics shares jumped 11.6% to $31.10 on Wednesday, reflecting investor optimism about the company's growth potential, which may attract more capital inflow.
- Positive Market Reaction: Despite a broader market decline with the Nasdaq Composite falling over 200 points, TG Therapeutics' strong financial data allowed it to stand out among numerous stocks, showcasing its competitiveness in the biopharmaceutical sector.
- Optimistic Future Outlook: Although the financial figures are unaudited, the preliminary results suggest that the company is poised for continued growth, particularly in the marketing of its BRIUMVI product, which could further enhance its market share.
See More
China SXT Pharmaceuticals (SXTC) Closes $10 Million Offering, Stock Rises 17.4%
- Successful Financing: China SXT Pharmaceuticals, Inc. announced the closing of a registered direct offering valued at approximately $10 million, selling 66,666,666 Class A ordinary shares at $0.15 each to a single investor, thereby strengthening its balance sheet and boosting investor confidence.
- Financial Guidance: TG Therapeutics reported preliminary U.S. net product revenue for its multiple sclerosis therapy BRIUMVI for Q4 and full-year 2025, with shares rising 6.99% to $29.82, showcasing the company's growth potential.
- FDA Review Progress: Argenx SE's supplemental Biologics License Application for VYVGART, aimed at treating adults with acetylcholine receptor antibody seronegative generalized myasthenia gravis, has been accepted for priority review by the FDA, with a target action date of May 10, 2026, indicating potential for expanded indications.
- Market Trends: Cosmos Health Inc. saw its stock rise 6.09% to $0.4961 despite no specific news, reflecting speculative interest and momentum trading in the micro-cap healthcare sector.
See More
Cerus (CERS) Q4 Product Revenue Expected at $57.8M, 14% YoY Growth
- 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.
See More
Cerus Reports 14% Increase in 2025 Product Revenue to $206.1 Million
- Significant Revenue Growth: Cerus reported a product revenue of $206.1 million for 2025, reflecting a 14% increase from 2024, indicating sustained demand in the global blood safety market and enhancing its market position.
- Expanded Patient Access: By facilitating approximately 3 million INTERCEPT treated blood component doses across 40 countries, Cerus demonstrates the widespread application of its products globally, further solidifying its leadership in the industry.
- Positive Future Outlook: Cerus anticipates multiple milestones in 2026, including continued expansion of its commercial reach and advancement of its product development pipeline, which will help improve the company's financial performance and competitive edge.
- Enhanced Financial Transparency: Cerus plans to release complete financial results for 2025 in early March 2026, boosting investor confidence in the company's financial health and increasing market interest in its stock.
See More
