Research Analysts Issue Forecasts for Geron Q4 Earnings

Key Points

• HC Wainwright expects Geron to report a Q4 2026 loss of $0.01 per share, with forecasts turning positive at $0.02 in FY2027 and reaching $0.55 by FY2030.
• Geron’s latest quarter showed revenue of $57.48 million, ahead of the $55.30 million consensus, but the company reported a $0.02-per-share loss versus the expected $0.01 loss.
• Despite stronger RYTELO sales and substantial liquidity, analysts lowered several long-term EPS forecasts, while the stock held a consensus “Hold” rating and traded up 21.6% to $1.63.

Geron Corporation (NASDAQ:GERN - Free Report) - Equities research analysts at HC Wainwright issued their Q4 2026 EPS estimates for shares of Geron in a report released on Wednesday, August 5th. HC Wainwright analyst E. Bodnar expects that the biopharmaceutical company will post earnings per share of ($0.01) 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 - Get Free Report) last released its quarterly earnings data on Wednesday, August 5th. The biopharmaceutical company reported ($0.02) earnings per share for the quarter, missing the consensus estimate of ($0.01) by ($0.01). The firm had revenue of $57.48 million for the quarter, compared to the consensus estimate of $55.30 million. Geron had a negative return on equity of 23.31% and a negative net margin of 35.48%.

Separately, Weiss Ratings lowered shares of 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 issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the company has a consensus rating of "Hold" and a consensus target price of $4.00.

Geron Trading Up 21.6%

GERN opened at $1.63 on Thursday. The firm's fifty day moving average is $1.33 and its two-hundred day moving average is $1.46. The company has a debt-to-equity ratio of 0.52, a quick ratio of 4.96 and a current ratio of 6.78. The firm has a market cap of $1.05 billion, a PE ratio of -14.82 and a beta of 0.61. Geron has a twelve month low of $1.04 and a twelve month high of $2.01.

Institutional Inflows and Outflows

A number of hedge funds have recently bought and sold shares of the stock. 55 North Private Wealth LLC bought a new stake in shares of Geron during the 4th quarter worth approximately $29,000. Hsbc Holdings PLC bought a new position in shares of Geron in the first quarter valued at $33,000. LCM Capital Management Inc increased its holdings in Geron by 80.6% during the fourth quarter. LCM Capital Management Inc now owns 22,400 shares of the biopharmaceutical company's stock worth $30,000 after buying an additional 10,000 shares during the last quarter. Vistica Wealth Advisors LLC acquired a new position in Geron during the fourth quarter worth $33,000. Finally, Caitong International Asset Management Co. Ltd raised its position in Geron by 3,307.6% during the fourth quarter. Caitong International Asset Management Co. Ltd now owns 25,148 shares of the biopharmaceutical company's stock worth $33,000 after acquiring an additional 24,410 shares in the last quarter. 73.71% of the stock is currently owned by institutional investors.

Key Geron News

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

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