Equities Analysts Offer Predictions for Geron Q3 Earnings

Key Points

• Leerink Partners has increased their Q3 2025 earnings estimate for Geron Corporation from ($0.05) to ($0.04) per share, indicating improved expectations for the biopharmaceutical company.
• Geron recently reported earnings of ($0.02) per share for the quarter, surpassing analysts' consensus estimates and generating $49.04 million in revenue, which is a significant year-over-year increase of 5455.6%.
• Institutional investors own about 73.71% of Geron’s stock, with notable increases in holdings from RA Capital Management and Vanguard Group in recent quarters.

Geron Corporation (NASDAQ:GERN - Free Report) - Equities researchers at Leerink Partnrs raised their Q3 2025 earnings estimates for shares of Geron in a research report issued on Wednesday, August 6th. Leerink Partnrs analyst F. Khurshid now expects that the biopharmaceutical company will post earnings per share of ($0.04) for the quarter, up from their previous estimate of ($0.05). The consensus estimate for Geron's current full-year earnings is ($0.25) per share. Leerink Partnrs also issued estimates for Geron's Q4 2025 earnings at ($0.04) EPS and FY2025 earnings at ($0.13) EPS.

GERN has been the subject of a number of other reports. The Goldman Sachs Group initiated coverage on shares of Geron in a research report on Thursday, July 10th. They set a "sell" rating and a $1.00 price target for the company. Scotiabank cut shares of Geron from a "sector outperform" rating to a "sector perform" rating and lowered their price target for the company from $4.00 to $1.50 in a research report on Thursday, May 8th. One research analyst has rated the stock with a sell rating, three have issued a hold rating, four have assigned a buy rating and one has given a strong buy rating to the company. According to MarketBeat.com, the company currently has an average rating of "Moderate Buy" and an average price target of $4.19.

Geron Trading Down 0.7%

Shares of NASDAQ:GERN traded down $0.01 on Monday, hitting $1.35. The company had a trading volume of 8,761,173 shares, compared to its average volume of 12,771,207. The firm's 50-day simple moving average is $1.39 and its two-hundred day simple moving average is $1.64. Geron has a 1 year low of $1.09 and a 1 year high of $4.83. The company has a quick ratio of 6.79, a current ratio of 7.87 and a debt-to-equity ratio of 0.46. The firm has a market capitalization of $861.33 million, a price-to-earnings ratio of -10.38 and a beta of 0.73.

Geron (NASDAQ:GERN - Get Free Report) last posted its earnings results on Wednesday, August 6th. The biopharmaceutical company reported ($0.02) EPS for the quarter, topping the consensus estimate of ($0.03) by $0.01. Geron had a negative net margin of 53.52% and a negative return on equity of 31.37%. The firm had revenue of $49.04 million during the quarter, compared to analysts' expectations of $47.30 million. During the same period last year, the company posted ($0.10) EPS. The company's quarterly revenue was up 5455.6% compared to the same quarter last year.

Institutional Trading of Geron

Several large investors have recently added to or reduced their stakes in the business. RA Capital Management L.P. lifted its holdings in Geron by 101.2% during the first quarter. RA Capital Management L.P. now owns 60,379,366 shares of the biopharmaceutical company's stock valued at $96,003,000 after purchasing an additional 30,369,830 shares in the last quarter. Vanguard Group Inc. lifted its holdings in Geron by 1.8% during the first quarter. Vanguard Group Inc. now owns 34,146,851 shares of the biopharmaceutical company's stock valued at $54,293,000 after purchasing an additional 608,029 shares in the last quarter. Janus Henderson Group PLC lifted its holdings in Geron by 20.0% during the fourth quarter. Janus Henderson Group PLC now owns 27,082,461 shares of the biopharmaceutical company's stock valued at $95,769,000 after purchasing an additional 4,516,615 shares in the last quarter. Vestal Point Capital LP lifted its holdings in Geron by 100.0% during the first quarter. Vestal Point Capital LP now owns 22,005,340 shares of the biopharmaceutical company's stock valued at $34,988,000 after purchasing an additional 11,005,340 shares in the last quarter. Finally, Geode Capital Management LLC lifted its holdings in shares of Geron by 4.3% in the second quarter. Geode Capital Management LLC now owns 14,152,038 shares of the biopharmaceutical company's stock worth $19,956,000 after buying an additional 584,444 shares in the last quarter. 73.71% of the stock is currently owned by institutional investors.

About Geron

Geron Corporation, a late-stage clinical biopharmaceutical company, focuses on the development and commercialization of therapeutics for myeloid hematologic malignancies. It develops imetelstat, a telomerase inhibitor that is in Phase 3 clinical trials, which inhibits the uncontrolled proliferation of malignant stem and progenitor cells in myeloid hematologic malignancies for the treatment of low or intermediate-1 risk myelodysplastic syndromes and intermediate-2 or high-risk myelofibrosis.