HC Wainwright Weighs in on Geron’s Q2 Earnings (NASDAQ:GERN)

Geron Corporation (NASDAQ:GERN) – Analysts at HC Wainwright issued their Q2 2026 EPS estimates for Geron in a research note issued to investors on Wednesday, February 25th. HC Wainwright analyst E. Bodnar anticipates that the biopharmaceutical company will post earnings per share of ($0.01) for the quarter. HC Wainwright currently has a “Neutral” rating on the stock. The consensus estimate for Geron’s current full-year earnings is ($0.25) per share. HC Wainwright also issued estimates for Geron’s Q4 2026 earnings at $0.00 EPS, FY2027 earnings at $0.04 EPS and FY2028 earnings at $0.15 EPS.

A number of other equities research analysts also recently commented on GERN. Weiss Ratings reaffirmed a “sell (e+)” rating on shares of Geron in a research report on Wednesday, January 28th. Needham & Company LLC dropped their price target on Geron from $5.00 to $4.00 and set a “buy” rating on the stock in a research note on Wednesday, November 5th. UBS Group reaffirmed a “neutral” rating on shares of Geron in a report on Tuesday, December 9th. Finally, TD Cowen reiterated a “buy” rating on shares of Geron in a research report on Thursday, January 29th. Four research analysts have rated the stock with a Buy rating, four have issued a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Hold” and an average price target of $2.75.

Geron Stock Down 11.8%

GERN opened at $1.72 on Thursday. The stock has a market capitalization of $1.10 billion, a price-to-earnings ratio of -14.33 and a beta of 0.62. The firm has a 50 day moving average price of $1.47 and a 200-day moving average price of $1.35. Geron has a twelve month low of $1.04 and a twelve month high of $2.01. The company has a quick ratio of 4.87, a current ratio of 5.96 and a debt-to-equity ratio of 0.48.

Hedge Funds Weigh In On Geron

Several large investors have recently added to or reduced their stakes in the company. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its stake 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 worth $627,000 after purchasing an additional 8,123 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its holdings in shares of Geron by 8.3% during the 1st 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 acquiring an additional 104,840 shares in the last quarter. Savant Capital LLC boosted its position in shares of Geron by 73.8% during the 2nd quarter. Savant Capital LLC now owns 26,074 shares of the biopharmaceutical company’s stock valued at $37,000 after acquiring an additional 11,074 shares during the last quarter. Nan Fung Trinity HK Ltd. purchased a new position in shares of Geron in the second quarter valued at $1,937,000. Finally, Geode Capital Management LLC increased its position in 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 purchasing an additional 584,444 shares during the last quarter. Hedge funds and other institutional investors own 73.71% of the company’s stock.

Geron News Roundup

Here are the key news stories impacting Geron this week:

• Positive Sentiment: RYTELO commercial progress — Geron reported RYTELO net product revenue of $48M in Q4 and $183.6–184M for FY2025 and reiterated 2026 RYTELO revenue guidance of $220M–$240M, which supports growth expectations. Geron Corporation Reports Fourth Quarter and Full Year 2025 Financial Results and Recent Business Highlights
• Positive Sentiment: Commercial momentum and clinical catalysts — Q4 demand grew ~9%, ordering accounts increased by ~150 to ~1,300, and Geron highlighted upcoming real‑world data and an IMpactMF interim analysis in H2 2026 that could meaningfully re-rate the stock if positive. Geron Corporation Reports Fourth Quarter and Full Year 2025 Financial Results and Recent Business Highlights
• Positive Sentiment: Analyst support — TD Cowen maintained a Buy rating and a $3 price target, providing third‑party validation of longer-term upside. Geron: Early-Stage Rytelo Demand and Disciplined Investment Support Multi‑Year Growth and 2026 Reacceleration
• Neutral Sentiment: EPS in line — Reported EPS of ($0.03) matched consensus, removing one immediate earnings worry. Geron (GERN) Reports Q4 Loss, Misses Revenue Estimates
• Neutral Sentiment: Cash and guidance — Geron ended 2025 with ~ $401M in cash and reiterated it believes existing resources plus U.S. RYTELO revenue will fund operations under current plans. That reduces near-term financings risk but doesn’t eliminate it. Geron Corporation Reports $184 Million in RYTELO® Revenue for 2025 and Provides 2026 Financial Guidance
• Negative Sentiment: Revenue miss and market reaction — Q4 revenue of ~$48.0M missed consensus (~$50.4M), which many traders cited as the proximate cause of the stock slide. Geron (GERN) Reports Q4 Loss, Misses Revenue Estimates
• Negative Sentiment: Profitability and cash erosion — Geron posted a Q4 net loss of $31.1M (FY net loss widened to ~$85.8M) and cash fell from ~$503M at end-2024 to ~$401M; total operating expenses remained high (~$255M) and included a $17M restructuring charge tied to a ~1/3 workforce reduction. Geron Corporation Reports Fourth Quarter and Full Year 2025 Financial Results and Recent Business Highlights
• Negative Sentiment: Coverage and sentiment pieces highlight selling pressure — media and newsletter headlines called out the Q4 miss and put the stock under selling pressure (example: AAII piece on a ~10% drop). Why Geron Corporation’s (GERN) Stock Is Down 10.00%

Geron Company Profile

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.