Leerink Partnrs Issues Negative Estimate for Geron Earnings

Geron Co. (NASDAQ:GERN) – Equities research analysts at Leerink Partnrs cut their Q3 2025 EPS estimates for Geron in a note issued to investors on Wednesday, May 7th. Leerink Partnrs analyst F. Khurshid now expects that the biopharmaceutical company will post earnings of ($0.05) per share for the quarter, down from their prior estimate of ($0.04). The consensus estimate for Geron’s current full-year earnings is ($0.25) per share. Leerink Partnrs also issued estimates for Geron’s Q4 2025 earnings at ($0.05) EPS, FY2025 earnings at ($0.18) EPS and FY2026 earnings at ($0.03) EPS.

A number of other research firms also recently issued reports on GERN. Stifel Nicolaus lowered their target price on shares of Geron from $8.00 to $4.00 and set a “buy” rating for the company in a report on Thursday, February 27th. Barclays reaffirmed an “overweight” rating and set a $4.00 price target (down from $9.00) on shares of Geron in a research report on Thursday, February 27th. Scotiabank cut shares of Geron from a “sector outperform” rating to a “sector perform” rating and reduced their price target for the company from $4.00 to $1.50 in a research report on Thursday, May 8th. HC Wainwright reaffirmed a “neutral” rating on shares of Geron in a research report on Wednesday, March 12th. Finally, Needham & Company LLC reaffirmed a “buy” rating and set a $5.00 price target on shares of Geron in a research report on Wednesday, March 12th. One analyst has rated the stock with a sell rating, three have assigned a hold rating, five have given a buy rating and one has assigned a strong buy rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $5.06.

Geron Price Performance

Geron stock opened at $1.20 on Monday. Geron has a 1 year low of $1.17 and a 1 year high of $5.34. The firm has a 50 day moving average price of $1.47 and a 200 day moving average price of $2.69. The company has a market cap of $764.30 million, a price-to-earnings ratio of -3.75 and a beta of 0.76. The company has a debt-to-equity ratio of 0.04, a quick ratio of 2.74 and a current ratio of 2.89.

Geron (NASDAQ:GERN) last released its earnings results on Wednesday, May 7th. The biopharmaceutical company reported ($0.03) earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of ($0.04) by $0.01. Geron had a negative net margin of 682.48% and a negative return on equity of 67.53%. The firm had revenue of $39.60 million during the quarter, compared to the consensus estimate of $49.88 million. During the same period in the previous year, the firm earned ($0.07) earnings per share. Geron’s revenue was up 12927.3% compared to the same quarter last year.

Institutional Inflows and Outflows

A number of institutional investors have recently made changes to their positions in GERN. Vestal Point Capital LP lifted its position in shares of Geron by 947.6% during the fourth quarter. Vestal Point Capital LP now owns 11,000,000 shares of the biopharmaceutical company’s stock worth $38,940,000 after purchasing an additional 9,950,000 shares in the last quarter. Braidwell LP acquired a new position in shares of Geron during the fourth quarter worth $24,802,000. Boxer Capital Management LLC acquired a new position in shares of Geron during the fourth quarter worth $21,240,000. Woodline Partners LP lifted its position in shares of Geron by 64.6% during the fourth quarter. Woodline Partners LP now owns 11,587,344 shares of the biopharmaceutical company’s stock worth $41,019,000 after purchasing an additional 4,549,031 shares in the last quarter. Finally, Janus Henderson Group PLC raised its holdings in Geron by 20.0% in the fourth quarter. Janus Henderson Group PLC now owns 27,082,461 shares of the biopharmaceutical company’s stock valued at $95,769,000 after acquiring an additional 4,516,615 shares in the last quarter. 73.71% of the stock is owned by institutional investors and hedge funds.

Geron Company Profile

Geron Corporation, a late-stage clinical biopharmaceutical company, focuses on the development and commercialization of therapeutics for myeloid hematologic malignancies. It develops imetelstat, a telomerase inhibitor that is in Phase 3 clinical trials, which inhibits the uncontrolled proliferation of malignant stem and progenitor cells in myeloid hematologic malignancies for the treatment of low or intermediate-1 risk myelodysplastic syndromes and intermediate-2 or high-risk myelofibrosis.