Geron Corp

Geron Corp (GERN) Stock Analysis

$1.225

+0.036 (+2.94%)At close

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High
1.240
Open
1.205
VWAP
1.22
Volume
5.68M
Mkt Cap
2.63B
Low
1.205
Amount
6.95M
EV/EBITDA, TTM
-11.22

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.

www.geron.com

AI analysis of Geron Corp (GERN)

Buy

Geron Corp is a good buy right now due to its recent revenue growth and strong market potential. The current price is $1.225, and the company reported a revenue of $57.4 million in Q2 2026, exceeding expectations by $2.1 million. Despite a net loss of $16.7 million, the gross margin remains high at 94.94%, indicating strong operational efficiency. However, the main risk is the widening net loss, which increased by 2% year-over-year.

Analyst Ratings (3)

+226.53% upside
Hold
1 Buy
2 Hold
0 Sell
Current: 1.23
Low
4.00
Average
4.00
High
4.00

TD Cowen

2026-01-29

Price Target

$3

Buy

Scotiabank

2025-05-08

Price Target

$1.50

Sector Perform

HC Wainwright & Co.

2025-03-12

Price Target

—

Hold

Needham

2025-03-12

Price Target

$5

Strong Buy

Stifel

2025-02-27

Price Target

$4

Strong Buy

Valuation Metrics

The current forward P/E ratio for Geron Corp (GERN) is 65.36, compared to its 5-year average forward P/E of -7.92.

Forward P/E

Strongly Overvalued
5Y Average P/E
-7.92
Current P/E
65.36
Overvalued
6.66
Undervalued
-22.51

Forward EV/EBITDA

Fair
5Y Average EV/EBITDA
-172.05
Current EV/EBITDA
-11.22
Overvalued
545.15
Undervalued
-889.25

Forward P/S

Fair
5Y Average P/S
820.84
Current P/S
2.25
Overvalued
2275.95
Undervalued
-634.27

Alphio AI Price Scenarios for GERN

Scenario prices are the last monthly forecast band of the current year. Probabilities are fixed model weights (25 / 50 / 25), not guarantees.

B

Bull

Bull · 25%GERN

$4.60

Scenario price

B

Base

Base · 50%GERN

$2.89

Scenario price

B

Bear

Bear · 25%GERN

$2.09

Scenario price

Whales holding GERN

P

Pale Fire Capital SE

+ HoldingGERN

-1.78%

3M Return

R

RA Capital Management, L.P.

+ HoldingGERN

-26.50%

3M Return

Events Timeline

2026-08-05 (ET)

08:00:00

Geron Expects RYTELO Net Revenue of $220M to $240M for FY 2026

08:00:00

Geron Reports Q2 Revenue of $57.48M, Beating Consensus

2026-07-13 (ET)

08:31:00

Geron Appoints Chinmaya Rath as Chief Business Officer

2026-05-12 (ET)

09:50:00

Geron Corporation to Present RYTELO Study Data at EHA 2026 Congress

2026-05-06 (ET)

07:40:00

Geron Reports Q1 Revenue of $51.84M, Exceeds Expectations

News

GERN FAQ — answered by Alphio AI

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. It operates in the Healthcare sector (PHARMACEUTICAL PREPARATIONS industry).

Geron Corp is a good buy right now due to its recent revenue growth and strong market potential. The current price is $1.225, and the company reported a revenue of $57.4 million in Q2 2026, exceeding expectations by $2.1 million. Despite a net loss of $16.7 million, the gross margin remains high at 94.94%, indicating strong operational efficiency. However, the main risk is the widening net loss, which increased by 2% year-over-year.

3 analysts cover GERN: 1 rate it Buy, 2 Hold and 0 Sell. The average price target is 4.00.

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This page is for research only and is not investment advice. Models can be wrong. Past performance does not guarantee future results.

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