Geron

GERN · NASDAQ

$1.24+$0.04 (+3.33%)TodayMarket closed · Oct 20, 7:31 PM ET

Prev close $1.20

GERN analyst rating

BuyConsensus of 1 analyst over the last 12 months. 100% rate it a buy.

Strong buy0
Buy1
Hold0
Underperform0
Sell0

12-month price target · 6 analysts

Average $4.34 (+249.6% upside)

Low: $3.03
Now: $1.24
High: $6.30

Upgrades and downgrades

The latest rating actions, newest first

GERN analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
Needham	Nov 5, 2025	Maintains	Buy	$5.00 → $4.00	38%

The case for and against

Updated Aug 28, 2025

Bull case

Geron Corp's recent approval of Rytelo (imetelstat) in the European Union for treating low-risk myelodysplastic syndrome (LR-MDS) is expected to enhance potential revenue streams starting in 2026, aligning with previous expectations. The company maintains a strategic focus on educating healthcare providers to drive the therapy's sales, which could significantly diversify revenue beyond previous sales dominated by third-line therapies. Additionally, the confidence expressed by the board and leadership in the therapeutic potential of imetelstat, particularly its demonstrated effectiveness in disease modification for LR-MDS, reinforces a positive outlook for Geron's long-term financial performance.

Bear case

The financial outlook for Geron Corp is notably negative due to a trend of flat revenues that may persist for an extended period, delaying any potential recovery or growth. Additionally, the postponement of pivotal IMpactMF trial results to the second half of 2026 signifies a lack of near-term value-creating events, further contributing to investor concerns. Key risks, including safety signals from clinical programs, lower-than-expected efficacy, increased competition, regulatory hurdles, and potential failures in intellectual property protection, compound the uncertainties surrounding the company's future performance.

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