Geron Corporation Overview: Geron Corporation (NASDAQ: GERN) is highlighted as a notable investment opportunity, particularly due to significant hedge fund interest and its share price being under $10.
Stock Options for Leadership: The company granted stock options to newly appointed President and CEO Harout Semerjian, allowing him to purchase 11 million shares at an exercise price of $1.30, with a structured vesting period over four years.
Mixed Analyst Sentiment: Wall Street analysts have varying opinions on Geron's short-term outlook, with Scotiabank maintaining a 'Hold' rating and a $1.50 price target, while Barclays has a 'Buy' rating with a higher target of $4.00.
Focus on Oncology Therapeutics: Geron specializes in developing oncology therapeutics for transfusion-dependent anemia and is included in lists of best single-digit stocks, although some analysts suggest AI stocks may offer better investment potential.
GERN
$1.34+Infinity%1D
Analyst Views on GERN
Wall Street analysts forecast GERN stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for GERN is 4.00 USD with a low forecast of 4.00 USD and a high forecast of 4.00 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
Wall Street analysts forecast GERN stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for GERN is 4.00 USD with a low forecast of 4.00 USD and a high forecast of 4.00 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.
3 Buy
1 Hold
0 Sell
Strong Buy
Current: 1.330
Low
4.00
Averages
4.00
High
4.00
Current: 1.330
Low
4.00
Averages
4.00
High
4.00
Goldman Sachs
initiated
$1
2025-07-10
Reason
Goldman Sachs
Price Target
$1
2025-07-10
initiated
Reason
Goldman Sachs resumed coverage of Geron with a Sell rating and $1 price target, which suggests 31% downside. The initial launch of the company's lead product and first commercial drug, Rytelo, has disappointed, and the near-term trajectory for the launch will be modest, the analyst tells investors in a research note.
Scotiabank
Greg Harrison
Outperform -> Sector Perform
downgrade
$1.50
2025-05-08
Reason
Scotiabank
Greg Harrison
Price Target
$1.50
2025-05-08
downgrade
Outperform -> Sector Perform
Reason
Scotiabank analyst Greg Harrison downgraded Geron to Sector Perform from Outperform with a $1.50 price target.
Scotiabank
Greg Harrison
Outperform -> Sector Perform
downgrade
$4
2025-05-08
Reason
Scotiabank
Greg Harrison
Price Target
$4
2025-05-08
downgrade
Outperform -> Sector Perform
Reason
Wedbush
Outperform -> NULL
downgrade
$7 -> $6
2025-05-08
Reason
Wedbush
Price Target
$7 -> $6
2025-05-08
downgrade
Outperform -> NULL
Reason
Wedbush lowered the firm's price target on Geron to $6 from $7 and keeps an Outperform rating on the shares following quarterly results. Based on the firm's discussion with management, Wedbush believes both a lack of awareness of Rytelo overall, and an apparent wariness of cytopenias associated with Rytelo treatment are key issues for uptake - the firm sees these issues as fixable with recent HCP education efforts.
About GERN
Geron Corporation is a commercial-stage biopharmaceutical company. The Company develops first-in-class telomerase inhibitor, RYTELO (imetelstat) for the treatment of adult patients with low- to intermediate-1 risk myelodysplastic syndromes (lower-risk MDS), with transfusion-dependent (TD) anemia requiring four or more red blood cell units over eight weeks who have not responded to or have lost response to or are ineligible for erythropoiesis-stimulating agents (ESAs). RYTELO is supported by the high unmet need in lower-risk MDS, including the observed benefit of RYTELO in difficult-to-treat subpopulations, such as patients with high transfusion burden and ring sideroblast negative (RS-) patients. It is also engaged in conducting a pivotal Phase III clinical trial of imetelstat in JAK-inhibitor relapsed/refractory myelofibrosis (R/R MF), as well as studies in other myeloid hematologic malignancies.
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.
