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GERN Overview

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$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
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Intellectia

Loading chart...

High
1.716
Open
1.610
VWAP
1.65
Vol
20.75M
Mkt Cap
1.06B
Low
1.580
Amount
34.28M
EV/EBITDA(TTM)
--
Total Shares
640.54M
EV
935.30M
EV/OCF(TTM)
--
P/S(TTM)
5.91
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.
Show More

Events Timeline

(ET)
2026-03-02
08:00:00
Geron Files Automatic Mixed Securities Shelf
select
2026-02-25 (ET)
2026-02-25
07:10:00
Geron Reports Q4 Revenue of $48M
select
2026-02-25
07:10:00
Geron Expects Rytelo Net Revenue of $220M to $240M for FY 2026
select
2026-01-12 (ET)
2026-01-12
08:20:00
Geron Expects FY26 Total Operating Expenses Between $230 Million and $240 Million
select
2025-12-11 (ET)
2025-12-11
16:20:00
Dow Rises 646.26 Points, Nasdaq Falls 60.30 Points
select
2025-12-11
12:10:00
Dow Rises While Nasdaq Slides Due to Tech Stock Concerns
select
2025-12-11
08:10:00
Geron Corporation Announces Strategic Restructuring Plan, Expected One-Third Workforce Reduction
select
2025-12-08 (ET)
2025-12-08
08:30:00
Geron Presents New RYTELO Data at ASH 2025 Annual Meeting
select

News

Yahoo Finance
9.5
02-25Yahoo Finance
GERN Reports 2025 Financial Highlights and Future Guidance
  • 2025 Revenue Performance: GERN reported a net revenue of $48 million in Q4 2025, contributing to a total of $184 million for the year, marking a successful first full commercial year for RYTELO, although operating expenses reached $255 million, highlighting profitability challenges.
  • Future Revenue Guidance: The company projects RYTELO net revenue for 2026 to be between $220 million and $240 million, reflecting optimistic expectations for market demand, while operating expenses are expected to decrease by $20 million, indicating efforts in cost control.
  • Cash Flow and Financial Flexibility: As of December 31, 2025, GERN holds approximately $400 million in cash and equivalents, enhancing the company's financial flexibility to make strategic investments in a competitive market.
  • Market Expansion Strategy: GERN is focusing on approximately 8,000 second-line lower-risk MDS patients and plans to enhance market share by refining messaging and targeting high-volume accounts, despite uncertainties surrounding the European market strategy.
seekingalpha
9.5
02-25seekingalpha
Geron Corporation Misses Q4 Earnings Forecasts, Shares Drop 15%
  • Earnings Miss: Geron Corporation reported a Q4 2025 net loss of $0.05 per share on $48 million in revenue, falling short of analysts' expectations by over $2.4 million, indicating stagnation in revenue growth that could undermine investor confidence.
  • Widening Losses: The company's total costs and operating expenses rose approximately 2% year-over-year to $254.7 million, while the net loss for Q4 widened by about 23% to $31.1 million, primarily due to a $17 million restructuring expense, reflecting challenges in cost management.
  • Significant Revenue Growth: Despite the losses, Geron's full-year revenue more than doubled to $183.9 million, driven by FDA approval of Rytelo for a rare blood cancer, showcasing the market potential of new products and laying a foundation for future growth.
  • Cautious Outlook: The company projects full-year net product revenue for Rytelo to be between $220 million and $240 million, with operating expenses expected to range from $230 million to $240 million, indicating a need to manage costs and competitive pressures despite growth expectations.
NASDAQ.COM
2.0
02-25NASDAQ.COM
Geron (GERN) Q4 2025 Earnings Call Transcript
stocktwits
9.5
02-25stocktwits
Geron Corp. Reports Q4 2025 Results with Focus on RYTELO Sales Growth
  • Sales Growth: Geron Corp. reported total revenue of $48 million for Q4 2025, falling short of analysts' expectations of $50.88 million, indicating ongoing challenges in promoting its blood cancer therapy RYTELO.
  • Product Sales Performance: RYTELO achieved net product sales of $48 million in Q4 and $183.6 million for the full year, with a 9% increase in quarterly sales compared to the previous quarter, yet overall performance did not meet market expectations.
  • Customer Base Expansion: The number of ordering accounts for RYTELO increased by 150 to approximately 1,300, suggesting that the company is gradually enhancing its market penetration in the lower-risk myelodysplastic syndromes (LR-MDS) segment.
  • Market Reaction: Following the earnings report, Geron's stock traded over 10% lower in Wednesday's premarket, reflecting investor disappointment over the company's performance not meeting expectations.
seekingalpha
9.5
02-25seekingalpha
Geron Issues 2026 Financial Guidance Amid Mixed Earnings Results
  • Earnings Miss: Geron's FY GAAP EPS of -$0.13 fell short by $0.01, indicating ongoing profitability challenges, while revenue of $183.9 million, despite a 138.8% year-over-year increase, missed expectations by $2.39 million, reflecting unmet market demand for its products.
  • 2026 Financial Outlook: The company anticipates RYTELO net product revenue between $220 million and $240 million, which, while indicating growth potential, may lead to profitability pressure given total operating expenses projected at $230 million to $240 million, potentially impacting investor confidence.
  • Strategic Shift Indication: Geron's mention of an “underpromise and overdeliver” strategy suggests efforts to counter market skepticism regarding future performance, indicating a focus on restructuring to revive stock prices, although the company remains in a cautious stance.
  • Market Reaction Cautious: Despite expectations for revenue growth and reduced operating expenses in 2026, analysts express caution regarding Geron's ability to meet these targets, reflecting concerns about the company's effectiveness in executing its transformation strategy.
seekingalpha
9.5
02-24seekingalpha
Geron Corporation to Announce Q4 Earnings on February 25
  • Earnings Announcement Schedule: Geron Corporation is set to release its Q4 earnings report on February 25 before market open, with consensus EPS estimates at -$0.04 and revenue expectations at $50.43 million, reflecting a 6.1% year-over-year growth.
  • Earnings Estimate Changes: Over the last three months, Geron's EPS estimates have seen no upward revisions and one downward revision, while revenue estimates also experienced no upward revisions and one downward revision, indicating market caution regarding its profitability.
  • Strategic Restructuring Plan: Geron is implementing a strategic restructuring plan focused on Rytelo growth, aiming to optimize resource allocation to enhance overall operational efficiency and lay the groundwork for revenue growth in 2026.
  • Market Analyst Perspectives: Analysts maintain a cautious outlook on Geron's future, suggesting that the company must effectively manage operating expenses during the restructuring process to achieve better financial performance in 2026.
Wall Street analysts forecast GERN stock price to rise
4 Analyst Rating
Wall Street analysts forecast GERN stock price to rise
3 Buy
1 Hold
0 Sell
Strong Buy
Current: 0.000
sliders
Low
4.00
Averages
4.00
High
4.00
Current: 0.000
sliders
Low
4.00
Averages
4.00
High
4.00
TD Cowen
Tara Bancroft
Buy
downgrade
$4 -> $3
AI Analysis
2026-01-29
Reason
TD Cowen
Tara Bancroft
Price Target
$4 -> $3
AI Analysis
2026-01-29
downgrade
Buy
Reason
TD Cowen analyst Tara Bancroft lowered the firm's price target on Geron to $3 from $4 and keeps a Buy rating on the shares. The firm updated its model ahead of Q4 results.
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.
Unlock Full Analyst Thesis, Get the complete breakdown of rating reason for GERN
Unlock Now

Valuation Metrics

The current forward P/E ratio for Geron Corp (GERN.O) is -14.39, compared to its 5-year average forward P/E of -9.32. For a more detailed relative valuation and DCF analysis to assess Geron Corp's fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average PE
-9.32
Current PE
-14.39
Overvalued PE
-2.39
Undervalued PE
-16.25

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average EV/EBITDA
-4.53
Current EV/EBITDA
-5.14
Overvalued EV/EBITDA
17.43
Undervalued EV/EBITDA
-26.49

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average PS
1105.55
Current PS
3.63
Overvalued PS
2595.87
Undervalued PS
-384.77

Financials

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Quarterly

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Whales Holding GERN

V
Vivo Capital, LLC
Holding
GERN
+6.93%
3M Return
V
Vestal Point Capital, LP
Holding
GERN
+6.42%
3M Return
K
Kynam Capital Management, LP
Holding
GERN
+4.93%
3M Return
R
RA Capital Management, L.P.
Holding
GERN
+1.17%
3M Return
E
Eversept Partners, L.P.
Holding
GERN
-0.96%
3M Return
S
Soleus Capital Management, L.P.
Holding
GERN
-5.11%
3M Return

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Frequently Asked Questions

What is Geron Corp (GERN) stock price today?

The current price of GERN is 1.66 USD — it has increased 1.84

What is Geron Corp (GERN)'s business?

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.

What is the price predicton of GERN Stock?

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 is4.00 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.

What is Geron Corp (GERN)'s revenue for the last quarter?

Geron Corp revenue for the last quarter amounts to 48.02M USD, increased 1.01

What is Geron Corp (GERN)'s earnings per share (EPS) for the last quarter?

Geron Corp. EPS for the last quarter amounts to -0.04 USD, decreased -0.00

How many employees does Geron Corp (GERN). have?

Geron Corp (GERN) has 258 emplpoyees as of March 12 2026.

What is Geron Corp (GERN) market cap?

Today GERN has the market capitalization of 1.06B USD.