Should I Buy CERS? CERS 2026 Analysis

Should You Buy Cerus Corp (CERS) Today? Analysis, Price Targets, and 2026 Outlook.

Conclusion

Buy

Latest Price

2.330

1 Day change

0.43%

52 Week Range

2.960

Analysis Updated At

2026/01/28

Buy CERS now for a beginner, long-term investor. The stock is trading near support (~2.40) within a broader bullish moving-average structure, fundamentals show strong top-line growth (2025/Q3 revenue +18.9% YoY), and Wall Street’s latest published view is a Buy with a $5 target (material upside vs $2.415). Options positioning is aggressively call-skewed (very low put/call), reinforcing bullish sentiment despite near-term momentum being choppy.

Technical Analysis

Trend/levels: Price $2.415 is sitting right above S1 support at 2.403 (near-term floor), with resistance at Pivot 2.627 then R1 2.85. Moving averages are bullish (SMA_5 > SMA_20 > SMA_200), which supports a longer-term uptrend/basing thesis. Momentum: MACD histogram is negative (-0.0145) and expanding bearishly, indicating weak near-term momentum; RSI_6 ~43 is neutral-to-soft (not oversold). Net read: long-term structure looks constructive, but the immediate tape is fragile; buying near 2.40 is a reasonable long-term entry because support is close and upside levels (2.63/2.85) are clearly defined. **Intellectia Proprietary Trading Signals** - [AI Stock Picker](module://ai_stock_pick): No signal on given stock today. - [SwingMax](module://swingmax): No signal on given stock recently.

Options Data

Bullish

Open Interest Put-Call Ratio

Bullish

Option Volume Put-Call Ratio

Sentiment: Extremely call-heavy positioning (OI put/call 0.05; put volume effectively zero) suggests bullish/speculative sentiment. Activity: Today’s option volume is 75 (~68% of 30D average), with call volume dominating. Volatility: Very high implied volatility (30D IV ~152.9; IV percentile 80) vs historical vol ~81 implies options are pricing large moves; this usually aligns with heightened uncertainty but, paired with the call skew, leans bullish on direction.

Technical Summary

Sell

Buy

Positive Catalysts

Analyst-identified catalyst: TD Cowen highlights the Intercept Fibrinogen Complex franchise as an underappreciated long-term growth engine and expects the newly announced BCA partnership to accelerate adoption, scalability, and profitability across U.S. blood centers.
Strong recent growth: 2025/Q3 revenue +18.91% YoY supports the “double-digit growth trajectory” narrative.
Technical location: Price is near defined support (~2.40), improving risk/reward for immediate entry.

Neutral/Negative Catalysts

Near-term momentum is weak: MACD is negative and deteriorating, increasing the odds of chop or a support retest.
Profitability/margins: 2025/Q3 net income fell to -$19K (down ~99% YoY), EPS dropped to ~0, and gross margin declined to 59.23% (down ~2.71% YoY), signaling profitability is not yet consistently expanding.
No fresh news flow in the past week, so upside may rely on broader market appetite and follow-through after the partnership narrative.

Financial Performance

Latest quarter (2025/Q3): Revenue rose to $60.237M (+18.91% YoY), showing strong demand/adoption. Profitability was essentially breakeven but weaker YoY: net income -$19K (down ~99.35% YoY) and EPS ~0 (down 100% YoY). Gross margin softened to 59.23% (-2.71% YoY). Overall: strong growth, but margin/profit expansion is not yet steady—this remains a growth-first story.

Growth

Profitability

Efficiency

Analyst Ratings and Price Target Trends

Recent trend: The latest noted action is TD Cowen (2025-12-23) reiterating/maintaining a Buy and setting a $5 price target, explicitly increasing confidence in sustained double-digit growth and viewing valuation as discounted/attractive. Wall Street pros: accelerating adoption via the BCA partnership, scalable long-term growth engine, and meaningful upside to target. Cons: execution risk in converting growth to durable profitability, and the stock can be momentum-sensitive (as reflected by high implied volatility). Politicians/congress: No recent congress trading data available. Institutions/insiders: Hedge funds and insiders are neutral with no significant recent trading trends.

4 Analyst Rating

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 4.5 USD with a low forecast of 4 USD and a high forecast of 5 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: 2.320

Low

Averages

4.5

High

Current: 2.320

Low

Averages

4.5

High

TD Cowen

Buy

maintain

AI Analysis

2025-12-23

Reason

TD Cowen

Price Target

AI Analysis

2025-12-23

maintain

Buy

Reason

TD Cowen says that Cerus' Intercept Fibrinogen Complex franchise represents an underappreciated long-term growth engine. The firm expects the newly announced BCA partnership to materially accelerate its adoption, scalability, and profitability across the U.S. blood center ecosystem. TD Cowen has increased confidence in the sustainability of Cerus' double digit revenue growth trajectory and views the current discounted valuation as attractive. The firm has a Buy rating on the shares with a price target of $5.

Cantor Fitzgerald

Ross Osborn

Buy

Reiterates

2025-02-21

Reason

Cantor Fitzgerald

Ross Osborn

Price Target

2025-02-21

Reiterates

Buy

Reason

CERS Should I Buy

CERS Should I Buy

Should You Buy Cerus Corp (CERS) Today? Analysis, Price Targets, and 2026 Outlook.

Technical Analysis

Options Data

Technical Summary

Positive Catalysts

Neutral/Negative Catalysts

Financial Performance

Growth

Profitability

Efficiency

Analyst Ratings and Price Target Trends

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