Research Analysts Issue Forecasts for Geron Q4 Earnings

Geron Corporation (NASDAQ:GERN) – Equities research analysts at HC Wainwright issued their Q4 2026 earnings per share (EPS) estimates for Geron in a report released on Wednesday, August 5th. HC Wainwright analyst E. Bodnar forecasts that the biopharmaceutical company will post earnings of ($0.01) per share for the quarter. The consensus estimate for Geron’s current full-year earnings is ($0.02) per share. HC Wainwright also issued estimates for Geron’s FY2027 earnings at $0.02 EPS, FY2028 earnings at $0.12 EPS, FY2029 earnings at $0.32 EPS and FY2030 earnings at $0.55 EPS.

Geron (NASDAQ:GERN) last released its quarterly earnings data on Wednesday, August 5th. The biopharmaceutical company reported ($0.02) earnings per share (EPS) for the quarter, missing the consensus estimate of ($0.01) by ($0.01). Geron had a negative net margin of 35.48% and a negative return on equity of 23.31%. The business had revenue of $57.48 million during the quarter, compared to the consensus estimate of $55.30 million.

Separately, Weiss Ratings downgraded Geron from a “sell (d-)” rating to a “sell (e+)” rating in a report on Friday, July 24th. Two research analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, Geron presently has an average rating of “Hold” and a consensus price target of $4.00.

Geron Stock Performance

Shares of NASDAQ GERN opened at $1.63 on Thursday. The company has a current ratio of 6.78, a quick ratio of 4.96 and a debt-to-equity ratio of 0.52. The company has a market capitalization of $1.05 billion, a P/E ratio of -14.82 and a beta of 0.61. Geron has a 12 month low of $1.04 and a 12 month high of $2.01. The stock has a 50 day moving average of $1.33 and a 200-day moving average of $1.46.

Institutional Trading of Geron

Institutional investors have recently added to or reduced their stakes in the company. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. grew its holdings in Geron by 2.1% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 392,534 shares of the biopharmaceutical company’s stock valued at $627,000 after buying an additional 8,123 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its holdings in shares of Geron by 8.3% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 1,372,016 shares of the biopharmaceutical company’s stock worth $2,182,000 after buying an additional 104,840 shares in the last quarter. Legal & General Group Plc boosted its position in shares of Geron by 8.3% in the second quarter. Legal & General Group Plc now owns 550,871 shares of the biopharmaceutical company’s stock valued at $775,000 after acquiring an additional 42,345 shares during the period. Rhumbline Advisers boosted its position in shares of Geron by 4.1% in the second quarter. Rhumbline Advisers now owns 873,893 shares of the biopharmaceutical company’s stock valued at $1,232,000 after acquiring an additional 34,437 shares during the period. Finally, Prudential Financial Inc. grew its stake in shares of Geron by 72.3% in the second quarter. Prudential Financial Inc. now owns 79,494 shares of the biopharmaceutical company’s stock valued at $112,000 after acquiring an additional 33,352 shares in the last quarter. 73.71% of the stock is currently owned by institutional investors.

Geron News Summary

Here are the key news stories impacting Geron this week:

• Positive Sentiment: RYTELO revenue exceeded expectations. Geron reported $57.48 million in Q2 revenue, above the $55.30 million analyst consensus. RYTELO (imetelstat) net product revenue reached approximately $57.5 million, up 11% from the first quarter, highlighting continued demand for the company’s commercial product. Geron adds a record 16% as Rytelo drives Q2 revenue beat
• Positive Sentiment: Management maintained its 2026 outlook and liquidity remains substantial. Geron reiterated expected 2026 RYTELO revenue of $220 million to $240 million and operating expenses of $230 million to $240 million. The company ended the quarter with $327 million in cash, restricted cash and marketable securities, providing funding for commercialization and development activities. Geron Corporation Reports Second Quarter 2026 Financial Results and Recent Business Highlights
• Neutral Sentiment: Options activity was unusually bullish but speculative. Investors purchased 10,326 call options, 1,439% above the average volume of 671 contracts. This may reflect expectations for further upside, but options activity does not change Geron’s underlying financial outlook.
• Negative Sentiment: Geron missed on adjusted earnings. The company posted a quarterly loss of $0.02 per share versus the $0.01 loss expected by analysts. Geron continues to report negative profitability metrics, including a negative net margin and return on equity. Geron second-quarter earnings results
• Negative Sentiment: HC Wainwright reduced its long-term EPS forecasts. Estimates were lowered for FY2027 from $0.04 to $0.02, FY2028 from $0.16 to $0.12, FY2029 from $0.35 to $0.32, and FY2030 from $0.59 to $0.55. The revisions suggest analysts see a slower path to profitability despite improving RYTELO sales.

About Geron

Geron Corporation (NASDAQ: GERN) is a clinical-stage biotechnology company dedicated to developing and commercializing novel treatments that target telomerase, an enzyme critical to cancer cell immortality. The company’s research is focused on hematologic malignancies and solid tumors, with a pipeline designed to address diseases that have historically had limited therapeutic options.

The lead product candidate, imetelstat, is a first-in-class telomerase inhibitor currently in Phase II and Phase III clinical trials for myelofibrosis and myelodysplastic syndromes.