HC Wainwright Issues Positive Estimate for Geron Earnings

Geron Corporation (NASDAQ:GERN) – Analysts at HC Wainwright lifted their Q1 2026 earnings per share (EPS) estimates for shares of Geron in a research report issued to clients and investors on Wednesday, February 25th. HC Wainwright analyst E. Bodnar now anticipates that the biopharmaceutical company will post earnings of ($0.02) per share for the quarter, up from their prior forecast of ($0.03). 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 FY2026 earnings at ($0.02) EPS.

A number of other research firms have also weighed in on GERN. TD Cowen restated a “buy” rating on shares of Geron in a research note on Thursday, January 29th. UBS Group reiterated a “neutral” rating on shares of Geron in a report on Tuesday, December 9th. Needham & Company LLC decreased their price objective on shares of Geron from $5.00 to $4.00 and set a “buy” rating for the company in a report on Wednesday, November 5th. Finally, Weiss Ratings reaffirmed a “sell (e+)” rating on shares of Geron in a research report on Wednesday, January 28th. Two research analysts have rated the stock with a Buy rating, three have given a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus price target of $2.17.

Geron Price Performance

GERN opened at $1.68 on Friday. The firm has a market cap of $1.07 billion, a PE ratio of -12.92 and a beta of 0.62. The stock has a 50-day moving average price of $1.48 and a 200-day moving average price of $1.36. Geron has a 1 year low of $1.04 and a 1 year high of $2.01. The company has a debt-to-equity ratio of 0.48, a current ratio of 5.96 and a quick ratio of 4.87.

Hedge Funds Weigh In On Geron

A number of institutional investors and hedge funds have recently modified their holdings of the company. Soleus Capital Management L.P. increased its position in Geron by 572.5% during the second quarter. Soleus Capital Management L.P. now owns 16,140,000 shares of the biopharmaceutical company’s stock valued at $22,757,000 after acquiring an additional 13,740,000 shares during the last quarter. Nantahala Capital Management LLC bought a new stake in shares of Geron during the 3rd quarter valued at about $12,364,000. Millennium Management LLC increased its position in shares of Geron by 97.8% during the 3rd quarter. Millennium Management LLC now owns 11,367,989 shares of the biopharmaceutical company’s stock valued at $15,574,000 after purchasing an additional 5,620,635 shares during the last quarter. Eversept Partners LP increased its position in shares of Geron by 40.2% during the 4th quarter. Eversept Partners LP now owns 17,659,983 shares of the biopharmaceutical company’s stock valued at $23,311,000 after purchasing an additional 5,060,981 shares during the last quarter. Finally, Aberdeen Group plc lifted its stake in shares of Geron by 59.6% in the 4th quarter. Aberdeen Group plc now owns 9,527,083 shares of the biopharmaceutical company’s stock worth $12,576,000 after purchasing an additional 3,556,160 shares during the period. 73.71% of the stock is currently owned by hedge funds and other institutional investors.

Geron News Summary

Here are the key news stories impacting Geron this week:

• Positive Sentiment: FY2025 revenue jumped to $183.6M, led by $48M in Q4 net product revenue as RYTELO commercial sales ramp — a clear fundamental driver supporting the stock’s upside. Geron (GERN) 2025 Revenue Surges to $183.6M Driven by RYTELO Commercial Success
• Positive Sentiment: HC Wainwright raised Q1 2026 and FY2026 EPS estimates (to ($0.02) from ($0.03)), reflecting improved near-term profitability expectations tied to the RYTELO launch (analyst maintains a Neutral rating).
• Positive Sentiment: HC Wainwright also lifted its FY2027 EPS view to $0.04 from $0.03, signaling expected continued progress toward profitability in the medium term.
• Neutral Sentiment: HC Wainwright published granular quarterly estimates (Q2 2026: ($0.01) EPS, other multi‑year estimates) — useful modeling inputs but not a clear catalyst on their own.
• Neutral Sentiment: Q4 2025 earnings call transcript is available for investors to parse growth cadence, margin trends and commercial rollout details that will affect forward guidance and execution risk. Q4 2025 Earnings Call Transcript
• Negative Sentiment: HC Wainwright trimmed some later-period estimates — Q4 2026 EPS lowered to $0.00 (from $0.01) and FY2028 EPS cut slightly to $0.15 — suggesting uncertainty around sustained margin improvement.
• Negative Sentiment: A Seeking Alpha analyst reiterated and doubled down on a Sell rating after Q4 results, highlighting concerns that could weigh on sentiment if execution or margins disappoint. Seeking Alpha: Why I’m Doubling Down On My ‘Sell’ Rating After Q4 Earnings

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.