Geron Corporation (GERN) Stock Price & Analysis
Geron Corporation (GERN) closed at USD 1.12 on Friday, October 23, 2026, down 0.88% on the day. The US market is currently closed; this is not a live price.
The prior close was USD 1.13; the Oct 23, 2026 session ranged USD 1.08–1.15 on volume of 11,232,178 shares. Market capitalization is $719.57M, with a 52-week range of USD 1.04–2.01 (NMS). Source: Nexqual, retrieved October 24, 2026 at 02:21 UTC.
Also available as compact Markdown for AI agents: nexqual.com/GERN.md
Key facts (GERN)
- Analysts: Buy (mean 2.00 on a 1–5 scale) (5 analysts), mean target USD 4.25 (range 3–6).
- Total return with dividends: 1Y -9.7% vs S&P 500 +13.4%; 5Y -27.3% vs S&P 500 +76.9%.
- Next earnings: 2026-11-04, EPS estimate USD -0.01, revenue estimate $60.4M.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (GERN)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $1.4M | $596K | $237K | — | — | — |
| Operating income | -$114M | -$139M | -$194M | -$174M | -$68.6M | -$51.8M |
| Net income | -$116M | -$142M | -$184M | -$175M | -$83.5M | -$67.6M |
| EPS (diluted) | -$0.35 | -$0.37 | -$0.32 | -$0.27 | -$0.13 | — |
| Free cash flow | -$95.8M | -$128M | -$169M | -$219M | — | — |
| Operating margin | -8183.7% | -23246.6% | -81832.9% | — | — | — |
| Net margin | -8335.4% | -23808.9% | -77690.7% | — | — | — |
| Revenue growth | +450.6% | -57.2% | -60.2% | — | — | — |
| Cash + short-term investments | $184M | $173M | $334M | $407M | $358M | — |
| Total debt | $49.8M | $51.2M | $81.9M | $118M | $120M | — |
Fiscal years end Dec. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 30, 2026) (GERN)
P/B 3.3x · Earnings yield -9.40% · Net cash $181M · EV $539M
Analysts (GERN)
Consensus Buy (mean 2.00 on a 1–5 scale), 5 analysts; mean target USD 4.25 (low 3, high 6).
Total return (dividends reinvested) (GERN)
| 1Y (from 2025-10-24) | 5Y (from 2021-10-25) | |
|---|---|---|
| Total return | -9.7% | -27.3% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | -9.7% | -6.2% |
| Volatility (annualized) | 63.0% | 62.6% |
| Max drawdown | -43.6% (Feb 2026→Jun 2026) | -78.0% (Jun 2024→Nov 2025) |
GERN revenue by product line (quarter ended Jun 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Gross product revenue | $72.4M | 126.0% | +25.2% |
| Product revenue, net | $57.5M | 100.0% | +17.3% |
| Royalties | $7,000 | 0.0% | -75.9% |
| Total revenue | $57.5M | 100% | — |
As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).
GERN suppliers, customers and competitors (named in its 10-K)
| Relationship | Company | Sentence in the filing |
|---|---|---|
| Partner | Janssen Biotech | “Collaboration Agreement, with Janssen Biotech, Inc., or Janssen, on September 28, 2018, we regained global rights to” |
| Partner | INCYTE CORP (INCY) | “collaboration with Incyte; nuvisertib (TP-3654), an oral PIM kinase inhibitor by Sumitomo Pharma Co., Ltd.; and a” |
Quoted from the company's 10-K filed Mar 2, 2026.
Companies that name GERN in their SEC reports
| Relationship to GERN | Company | Filing | Sentence |
|---|---|---|---|
| partner | Lineage Cell Therapeutics, Inc. (LCTX) | 10-K Mar 5, 2026 | “Our royalties, license and other revenues for the years ended December 31, 2025 and 2024 represent cash flows generated under patent families that Asterias acquired from Geron and the Services Agreement with Genentech.” |
GERN company outlook (results filed Aug 6, 2026)
- “For fiscal year 2026, the Company expects RYTELO net product revenue to be in the range of $220 million to $240 million.”
- “Geron also expects total operating expenses to be between $230 million and $240 million.”
Quoted word-for-word from the SEC 8-K results press release.
GERN analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $-0.01 | $-0.01 | +100.0% | $60.4M | 1 |
| Next quarter (ends Dec 2026) | $0.00 | $0.00 | — | $65.7M | 1 |
| Current fiscal year (ends Dec 2026) | $-0.02 | $-0.02 | +0.0% | $235.4M | 1 |
| Next fiscal year (ends Dec 2027) | $0.04 | $0.07 | -38.5% | $341.0M | 1 |
Key Statistics (as of October 24, 2026 at 02:21 UTC)
| Price | USD 1.12 |
|---|---|
| Change | ▼ 0.88% (down) |
| Previous Close | USD 1.13 |
| Open | USD 1.15 |
| Day Range | USD 1.08 – 1.15 |
| 52-Week Range | USD 1.04 – 2.01 |
| Volume | 11,232,178 shares |
| Market Cap | $719.57M |
| Exchange | NMS |
Technical Analysis (GERN)
Nexqual's technical model rates GERN "SELL" based on 2 bullish and 5 bearish signals across 127 daily candles, as of October 24, 2026 at 02:21 UTC.
| Overall Signal | SELL |
|---|---|
| RSI (14) | 29.98 (oversold) |
| vs SMA50 | Below (USD 1.34) |
| MACD | -0.05 (negative) |
Analyst Ratings (GERN)
Wall Street analysts rate GERN "Buy" based on 5 analysts, with a mean price target of USD 4.25 (range USD 3–6), per Nexqual as of October 24, 2026 at 02:21 UTC.
| Consensus Rating | Buy |
|---|---|
| Analyst Count | 5 |
| Mean Target | USD 4.25 |
| High Target | USD 6 |
| Low Target | USD 3 |
| Buy / Hold / Sell | 4 / 1 / 0 |
Earnings (GERN)
| Next Earnings Date | 2026-11-04 |
|---|---|
| EPS Estimate | USD -0.01 |
| Revenue Estimate | $60.35M |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD -0.02 vs est -0.01 ▼ miss |
| 2026-03-31 | USD -0 vs est -0.02 ▲ beat |
| 2025-12-31 | USD -0.02 vs est -0.05 ▲ beat |
| 2025-09-30 | USD -0.03 vs est -0.04 ▲ beat |
Source: Nexqual, October 24, 2026 at 02:21 UTC.
Financials & Fundamentals (GERN)
| Total Revenue | $204.56M |
|---|---|
| Revenue Growth (latest quarter, YoY) | +17.20% |
| Gross Margin | +58.50% |
| Operating Margin | -22.01% |
| Profit Margin | -33.05% |
| ROE | -28.28% |
| Debt / Equity | 0.56 |
| Current Ratio | 6.92 |
| Total Cash | $300.85M |
| Total Debt | $122.14M |
Source: Nexqual, October 24, 2026 at 02:21 UTC.
Financial Health Score (GERN)
Nexqual rates Geron Corporation's overall financial health "Mixed" across five dimensions, as of October 24, 2026 at 02:21 UTC.
| Growth | Strong — Revenue +139% YoY (annual) |
|---|---|
| Profitability | Mixed — Gross margin 59%, operating -22% (last 12 months) |
| Balance Sheet | Strong — $301M cash and investments vs $120M debt (Jun 2026, SEC), net cash |
| Cash Flow | Weak — Operating cash flow -$111M (FY ended Dec 2025, 10-K) |
| Efficiency | Critical — ROE -28%, ROA -4.1% |
Ownership (GERN)
| Insider Ownership | +0.08% |
|---|---|
| Institutional Ownership | +77.03% |
| Shares Outstanding | 642.47M |
| Float | 556.31M |
| Short % of Float | +11.51% |
Source: Nexqual, October 24, 2026 at 02:21 UTC.
Leadership (GERN)
Geron Corporation is led by Harout Semerjian, CEO, President & Director, per Nexqual as of October 24, 2026 at 02:21 UTC.
| CEO, President & Director | Harout Semerjian |
|---|---|
| EVP, CFO, Treasurer and Principal Financial & Accounting Officer | Michelle J. Robertson |
| Senior Vice President of Investor Relations & Corporate Affairs | Dawn Schottlandt |
| Vice President of Investor Relations & Corporate Communications | Aron Feingold |
Major Backers & Investors (GERN)
Notable institutional backers of Geron Corporation include Soleus Capital Management, L.P., RA Capital Management, L.P., Citadel, according to Nexqual as of October 24, 2026 at 02:21 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Soleus Capital Management, L.P. | 6.66% |
| RA Capital Management, L.P. | 6.66% |
| Citadel | 4.52% |
| ClearBridge Investments, LLC | 3.06% |
| Eversept Partners, LP | 2.91% |
| Goldman Sachs | 2.59% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| BlackRock | 7.64% |
| State Street | 5.58% |
| Vanguard Group | 4.24% |
| Geode Capital | 2.27% |
Source: Nexqual, October 24, 2026 at 02:21 UTC.
From Geron Corporation's Latest SEC 10-K Filing (filed 2026-03-02)
Key Strengths & Strategy (as disclosed to the SEC)
- We believe that the results of our Phase 3 clinical trial, IMerge, in LR-MDS, favorable FDA label and National Comprehensive Cancer Network, or NCCN®, Clinical Practice Guidelines in Oncology, or NCCN Guidelines®, position RYTELO as a potential treatment that can compete for significant market segments in lower-risk MDS, including second-line ESA ineligible patients regardless of prior treatment or RS status and first-line ESA ineligible patients.
- Imetelstat, our proprietary telomerase inhibitor which was discovered and developed at Geron, was designed to inhibit telomerase in malignant cells with continuously upregulated telomerase.
Partnerships
- To enable paid access to patients outside the United States through approved Named Patient Programs (NPPs), we have partnered with Tanner Pharma, a distributor with broad global reach to support patient access.
- In accordance with the termination provisions of the Prior Collaboration Agreement, we have an exclusive worldwide license for intellectual property developed under the Prior Collaboration Agreement for the further development, commercialization and marketing of imetelstat, without any economic obligations to Janssen with respect to such license.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| LGND | Ligand Pharmaceuticals Incorpor | USD 303.53 | ▼ 1.39% |
| RYTM | Rhythm Pharmaceuticals, Inc. | USD 89.27 | ▼ 1.79% |
| IOVA | Iovance Biotherapeutics, Inc. | USD 14.09 | ▼ 0.35% |
| PRAX | Praxis Precision Medicines, Inc | USD 252.96 | ▼ 2.3% |
| IONS | Ionis Pharmaceuticals, Inc. | USD 42.93 | ▼ 2.23% |
| AXSM | Axsome Therapeutics, Inc. | USD 145.04 | ▼ 7.07% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 24, 2026 at 02:21 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt