HC Wainwright Predicts Geron’s Q2 Earnings (NASDAQ:GERN)

Geron Corporation (NASDAQ:GERN) – Equities research analysts at HC Wainwright issued their Q2 2026 EPS estimates for Geron in a 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 research analysts also recently commented on GERN. TD Cowen restated a “buy” rating on shares of Geron in a research note on Thursday, January 29th. Weiss Ratings reissued a “sell (e+)” rating on shares of Geron in a research note on Wednesday, January 28th. Needham & Company LLC dropped their price objective on Geron from $5.00 to $4.00 and set a “buy” rating on the stock in a report on Wednesday, November 5th. Finally, UBS Group reiterated a “neutral” rating on shares of Geron in a research note on Tuesday, December 9th. Two analysts have rated the stock with a Buy rating, three have issued a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat.com, Geron currently has an average rating of “Hold” and a consensus target price of $2.17.

Geron Trading Down 4.1%

Geron stock opened at $1.65 on Thursday. Geron has a 12 month low of $1.04 and a 12 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. The stock has a market cap of $1.05 billion, a P/E ratio of -12.69 and a beta of 0.62. The company’s fifty day simple moving average is $1.47 and its 200-day simple moving average is $1.35.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently made changes to their positions in GERN. 55 North Private Wealth LLC bought a new stake in Geron in the 4th quarter valued at $29,000. LCM Capital Management Inc increased its holdings in shares of Geron by 80.6% in the fourth quarter. LCM Capital Management Inc now owns 22,400 shares of the biopharmaceutical company’s stock valued at $30,000 after purchasing an additional 10,000 shares during the last quarter. Vistica Wealth Advisors LLC bought a new position in shares of Geron in the fourth quarter valued at about $33,000. Caitong International Asset Management Co. Ltd raised its position in shares of Geron by 3,307.6% in the fourth quarter. Caitong International Asset Management Co. Ltd now owns 25,148 shares of the biopharmaceutical company’s stock valued at $33,000 after purchasing an additional 24,410 shares during the period. Finally, Swiss Life Asset Management Ltd lifted its stake in shares of Geron by 73.6% during the 3rd quarter. Swiss Life Asset Management Ltd now owns 26,371 shares of the biopharmaceutical company’s stock worth $36,000 after buying an additional 11,182 shares during the last quarter. 73.71% of the stock is currently owned by institutional investors.

Key Headlines Impacting Geron

Here are the key news stories impacting Geron this week:

• Positive Sentiment: RYTELO commercial momentum — Geron reported $48.0M in Q4 RYTELO net product revenue and $183.6M for full‑year 2025, and reiterated 2026 RYTELO revenue guidance of $220–$240M; company says cash + marketable securities were roughly $401M at year‑end (supports near‑term runway). Geron Corporation Reports Fourth Quarter and Full Year 2025 Financial Results and Recent Business Highlights
• Positive Sentiment: Commercial traction & clinical catalysts — Q4 demand grew ~9% sequentially and ordering accounts rose by ~150 to ~1,300; company highlighted new peer‑reviewed publications and upcoming real‑world data and the IMpactMF interim analysis in H2 2026 that could expand uptake. Geron Corporation Q4 2025 Earnings Call Summary
• Neutral Sentiment: Earnings / transcript context — Q4 EPS matched the consensus at $(0.03) but revenue of ~$48.0M missed the ~$50.4M estimate; management reiterated operating expense guidance in a conference call. The transcript and call give more detail for investors tracking commercial cadence and cost assumptions. Geron (GERN) Reports Q4 Loss, Misses Revenue Estimates
• Neutral Sentiment: Analyst modeling tweaks — HC Wainwright adjusted near‑term EPS estimates and trimmed a long‑range FY2028 view while keeping a Neutral rating, signaling mixed analyst conviction despite commercial progress. MarketBeat: HC Wainwright Estimates on GERN
• Negative Sentiment: Market and sell‑side skepticism — Some outlets and commentators flagged the revenue miss, cash decline vs. 2024 and the magnitude of operating expenses; Seeking Alpha reiterated/strengthened a sell stance after the Q4 release, contributing to intraday selling pressure. Geron: Why I’m Doubling Down On My ‘Sell’ Rating After Q4 Earnings
• Negative Sentiment: Cost and cash concerns — Full‑year operating expenses were ~$255M (within guidance) but restructuring charges (~$17M) and a larger full‑year net loss drove cash down from ~$503M at end‑2024 to ~$401M at end‑2025; investors may worry about burn/financing beyond 2026 if uptake or margins disappoint. QuiverQuant: Geron Reports $184M in RYTELO Revenue for 2025

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.