Brokerages Set Geron Corporation (NASDAQ:GERN) Target Price at $2.75

Shares of Geron Corporation (NASDAQ:GERN) have been given an average recommendation of “Hold” by the seven analysts that are presently covering the company, Marketbeat Ratings reports. Two research analysts have rated the stock with a sell rating, three have issued a hold rating and two have given a buy rating to the company. The average 12 month target price among brokers that have covered the stock in the last year is $2.1667.

A number of research analysts have weighed in on GERN shares. UBS Group reissued a “neutral” rating on shares of Geron in a research report on Tuesday, December 9th. HC Wainwright reiterated a “neutral” rating on shares of Geron in a research note on Tuesday, December 9th. TD Cowen reaffirmed a “buy” rating on shares of Geron in a report on Thursday, January 29th. Weiss Ratings reissued a “sell (e+)” rating on shares of Geron in a research note on Wednesday, January 28th. Finally, Needham & Company LLC cut their price target on shares of Geron from $5.00 to $4.00 and set a “buy” rating for the company in a research note on Wednesday, November 5th.

Geron News Roundup

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

Institutional Trading of Geron

Several institutional investors have recently bought and sold shares of GERN. Seven Fleet Capital Management LP acquired a new position in Geron during the 4th quarter worth about $1,027,000. Virtu Financial LLC acquired a new stake in Geron in the 4th quarter valued at about $171,000. Invesco Ltd. raised its stake in shares of Geron by 27.6% in the fourth quarter. Invesco Ltd. now owns 1,225,658 shares of the biopharmaceutical company’s stock worth $1,618,000 after acquiring an additional 265,197 shares during the last quarter. Mercer Global Advisors Inc. ADV grew its stake in shares of Geron by 104.4% during the fourth quarter. Mercer Global Advisors Inc. ADV now owns 91,619 shares of the biopharmaceutical company’s stock valued at $121,000 after purchasing an additional 46,801 shares during the last quarter. Finally, XTX Topco Ltd grew its stake in shares of Geron by 56.1% during the fourth quarter. XTX Topco Ltd now owns 258,397 shares of the biopharmaceutical company’s stock valued at $341,000 after purchasing an additional 92,881 shares during the last quarter. Institutional investors and hedge funds own 73.71% of the company’s stock.

Geron Price Performance

GERN opened at $1.68 on Wednesday. Geron has a 12-month low of $1.04 and a 12-month high of $2.01. The firm has a market capitalization of $1.07 billion, a P/E ratio of -12.92 and a beta of 0.62. 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 fifty day moving average of $1.48 and a 200-day moving average of $1.36.

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.