Cerus Zukünftiges Wachstum
Future Kriterienprüfungen 3/6
Für Cerus wird ein Gewinn- und Umsatzwachstum von 94.6% bzw. 9.8% pro Jahr prognostiziert, während der Gewinn je Aktie voraussichtlich um 93.4% pro Jahr steigen soll.
Wichtige Informationen
94.6%
Wachstumsrate der Gewinne
93.39%
EPS-Wachstumsrate
| Medical Equipment Gewinnwachstum | 16.2% |
| Wachstumsrate der Einnahmen | 9.8% |
| Zukünftige Eigenkapitalrendite | n/a |
| Analystenabdeckung | Low |
| Zuletzt aktualisiert | 01 May 2026 |
Jüngste Aktualisierungen zum künftigen Wachstum
Recent updates
Analyseartikel • Jan 23
Cerus Corporation (NASDAQ:CERS) Held Back By Insufficient Growth Even After Shares Climb 27%
Cerus Corporation ( NASDAQ:CERS ) shares have continued their recent momentum with a 27% gain in the last month alone...Analyseartikel • Dec 04
Cerus Corporation (NASDAQ:CERS) Stock Catapults 31% Though Its Price And Business Still Lag The Industry
Despite an already strong run, Cerus Corporation ( NASDAQ:CERS ) shares have been powering on, with a gain of 31% in...Seeking Alpha • Nov 24
Cerus: IFC Growth And RBC Optionality
Summary CERS develops the Intercept Blood System for platelets, plasma, and IFC. These are valuable offerings for blood transfusions. CERS Intercept provides a pathogen-reduced transfusion product suite that directly address blood safety worldwide. IFC allows for room-temperature fibrinogen support that sharply reduces wasted product and turnaround times. CERS also has a late-stage Intercept RBC program for an even larger transfusion segment, which I believe offers even further optionality upside if approved. CERS valuation multiples also appear reasonable, and I anticipate they’ll turn cash flow positive in the near term. Thus, I rate them a good “Buy” at these levels. Read the full article on Seeking AlphaAnalyseartikel • Sep 20
Cerus Corporation (NASDAQ:CERS) Stock Rockets 26% But Many Are Still Ignoring The Company
Cerus Corporation ( NASDAQ:CERS ) shareholders would be excited to see that the share price has had a great month...Analyseartikel • Aug 08
Cerus Corporation (NASDAQ:CERS) Just Reported And Analysts Have Been Cutting Their Estimates
NasdaqGM:CERS 1 Year Share Price vs Fair Value Explore Cerus's Fair Values from the Community and select yours Last...
Neue Analyse • Mar 30
Platelet Business And IFC Demand Will Open Global Markets
Expansion in platelet business and demand for IFC are expected to drive significant revenue growth.Analyseartikel • Feb 22
Cerus Corporation (NASDAQ:CERS) Just Reported Earnings, And Analysts Cut Their Target Price
It's been a mediocre week for Cerus Corporation ( NASDAQ:CERS ) shareholders, with the stock dropping 11% to US$1.65 in...Analyseartikel • Feb 03
Would Cerus (NASDAQ:CERS) Be Better Off With Less Debt?
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...Analyseartikel • Dec 03
Cerus Corporation's (NASDAQ:CERS) Shares Leap 26% Yet They're Still Not Telling The Full Story
Cerus Corporation ( NASDAQ:CERS ) shareholders are no doubt pleased to see that the share price has bounced 26% in the...Analyseartikel • Sep 26
Cerus Corporation (NASDAQ:CERS) Stock's 26% Dive Might Signal An Opportunity But It Requires Some Scrutiny
Cerus Corporation ( NASDAQ:CERS ) shares have retraced a considerable 26% in the last month, reversing a fair amount of...Analyseartikel • Aug 04
Analysts Are Upgrading Cerus Corporation (NASDAQ:CERS) After Its Latest Results
As you might know, Cerus Corporation ( NASDAQ:CERS ) just kicked off its latest quarterly results with some very strong...Analyseartikel • Jul 18
Cerus Corporation's (NASDAQ:CERS) 30% Jump Shows Its Popularity With Investors
Cerus Corporation ( NASDAQ:CERS ) shares have continued their recent momentum with a 30% gain in the last month alone...Analyseartikel • Jul 12
Does Cerus (NASDAQ:CERS) Have A Healthy Balance Sheet?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Analyseartikel • May 05
The Cerus Corporation (NASDAQ:CERS) First-Quarter Results Are Out And Analysts Have Published New Forecasts
Last week, you might have seen that Cerus Corporation ( NASDAQ:CERS ) released its first-quarter result to the market...Analyseartikel • Apr 12
Here's Why Cerus (NASDAQ:CERS) Can Afford Some Debt
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Analyseartikel • Mar 07
Cerus Corporation (NASDAQ:CERS) Stock Rockets 29% But Many Are Still Ignoring The Company
Despite an already strong run, Cerus Corporation ( NASDAQ:CERS ) shares have been powering on, with a gain of 29% in...Analyseartikel • Jan 18
Slammed 29% Cerus Corporation (NASDAQ:CERS) Screens Well Here But There Might Be A Catch
The Cerus Corporation ( NASDAQ:CERS ) share price has softened a substantial 29% over the previous 30 days, handing...Analyseartikel • Oct 06
Health Check: How Prudently Does Cerus (NASDAQ:CERS) Use Debt?
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...Analyseartikel • Jul 07
Is Cerus (NASDAQ:CERS) A Risky Investment?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Analyseartikel • May 12
Slammed 32% Cerus Corporation (NASDAQ:CERS) Screens Well Here But There Might Be A Catch
Cerus Corporation ( NASDAQ:CERS ) shareholders that were waiting for something to happen have been dealt a blow with a...Seeking Alpha • Sep 29
Cerus: Technical Support Fades, Investment Case Weakens (Technical Analysis)
Summary Cerus Corporation continues to incur heavy downside in FY22 despite showing technical support earlier in the year. Shares have now broken key support levels and without any change to the fundamental picture, the investment case weakens further. Long-duration equities such as CERS remain hyper-sensitive to the rates cycle. Net-net I reiterate the old rating for CERS and re-rate the stock to $4.30. Investment Summary There remains no change to the hold thesis on Cerus Corporation (CERS) following the last two months of price evolution. In my previous analysis on CERS, I argued there was near-term technical support behind the stock, and that price action looked to tilt back to the upside from the July lows. This hasn't happened, however – in fact, the opposite has – and now the investment case has weakened substantially in my estimation. Here, I've summarized the key fundamental and technical hurdles CERS must overcome in order to justify its inclusion into equity portfolios looking ahead. Net-net, I continue to rate CERS a hold. Numbers, not narrative: [1]. Rates The market has pivoted hard from the "possibilities" offered to investors by companies promising cash flows way out into the future. Instead, the probabilities of weaker growth is more than likely. Most notably, the value of these future cash flows is significantly diminished with the rally in long-duration UST yields. Yields at the long-end of the curve have caught a strong bid in FY22 amid the worst YTD selloff in bonds on record. As seen in Exhibit 1, yield distribution has been a key headwind to the growth factor this year [UST 10-yr yield shown by the yellow line below, inverted to display the correlation effect]. As such, it has been a primal driver for losses in the CERS share price as well. Given the tight dispersion between the S&P 500 growth index [purple line] and the company's share price, the pair have high autocorrelation, such that CERS' returns from the FY20–FY21 period are largely beta related. With no real certainty on the path of rates beyond FY22, and the clamping impact to growth, this remains a key systemic risk for holding CERS that cannot be diversified away. Hence, it remains a rates driven story for the CERS share price as it does for the entire spectrum of unprofitable medtech. Investors have stopped rewarding top-line growth and have shifted to rewarding bottom-line fundamentals instead as a consequence. Moreover, catalysts that I mentioned in the previous CERS analysis have yet to show any inflection on the charts, giving me the impression that investors might have already factored in the bulk of the fundamental upside in CERS case. Exhibit 1. The covariance structure between UST 10-yr yields [yellow, inverted for visual effect], growth as a factor and the CERS share price is driving equity returns lower There remains lack of certainty on the path of rates looking ahead. The drifting yields compress the value of CERS' cash flows that are priced out into the future, thus contracting valuations. Data: HB Insights, Refinitiv Eikon [2]. CERS Earnings Momentum With the impeding systemic risks covered the debate then turns to CERS' earnings quality and the return it generates on its investments. These are two critical sets of numbers to ascertain in order to understand a company's true corporate value, and just what we are buying into if the numbers stack up. In that vein, analysis of the company's most recent numbers illustrate why the market's disposed of the company's market value this year, in my estimate. Q2 FY22 product revenue came in with a 30% growth schedule YoY posting $41 million ("mm") at the top-line. Revenue upside was driven by strength in the platelet segment, where North American sales recognized a 75% YoY gain. Its largest 5 customers increased 70% YoY to help propel this result. The US and Canada is a key market for CERS and recent clarification around the ability of Mexican nationals to cross the US border to donate plasma is a factor to pay close attention to in this segment. Segmentally, Intercept kits made up 96% of turnover in Q2 FY22. The growth in U.S. sales is good news for the company, as a significant portion of its product revenue is still expected to be derived from European based customers. The EUR/USD weakness is therefore a key risk for the company's bottom line looking ahead. Intercept disposable kits continue to be the main revenue driver for CERS to date, and the company has recognized reasonable return on cost for this segment in the 12 months to date, as seen in Exhibit 2. It sold 2 million units over the TTM, generating $147.84mm in doing so. It therefore shows that CERS generated a 97.4% return on its cost on revenue expenditure required to generate this turnover. Exhibit 2. Intercept turnover generating 97% return on cost for 12 months to Q2 FY22 Note: All figures in $mm or $000' except where [%]. Return calculated as NeuroStar revenue per system divided by Q2 COR per kit. (Data: HB Insights, CERS 10-Q Q2 FY2022) Moving down the P&L, CERS came in with gross margin of 51.9% and decompressed by ~60bps YoY. It printed gross profit of $21.3mm and this was carried down to operating expenditure ("OpEx") of $34.78mm, a decrease of c$2.1mm, attributed to lower stock based compensation. The change in OpEx also stemmed from a c.$2mm YoY reduction in R&D expenditure. Technical studies illustrate weakness CERS' price evolution since my last analysis exemplifies the kind of challenges it faces looking ahead. As seen in Exhibit 2, I had originally traced the fibs down from the November FY21' highs to the lows of June/July. At that point the stock had already retraced ~38% of the downside move and was had tested resistance at the ~$5.70 mark on 2–3 occasions. From there I hoped there would be a breakout to the upside with shares punching through this mark to retrace at least 50% of the down-leg and reach $6.21. This didn't eventuate, however. The breakdown at the long-end and corresponding fracture to growth in July/August proved too much for buyers and momentum and on-balance volume both fell right off to signify this. Exhibit 2. Prices had tested the $5.50–$5.70 mark on numerous occasions from January–August.Gewinn- und Umsatzwachstumsprognosen
| Datum | Umsatz | Gewinne | Freier Cashflow | Bargeld aus operativen Tätigkeiten | Durchschn. Anz. Analysten |
|---|---|---|---|---|---|
| 12/31/2028 | 285 | 19 | N/A | N/A | 1 |
| 12/31/2027 | 260 | 0 | N/A | 17 | 3 |
| 12/31/2026 | 238 | -6 | N/A | 14 | 3 |
| 3/31/2026 | 217 | -10 | -1 | 3 | N/A |
| 12/31/2025 | 206 | -16 | 1 | 5 | N/A |
| 9/30/2025 | 199 | -16 | 0 | 4 | N/A |
| 6/30/2025 | 193 | -19 | 3 | 6 | N/A |
| 3/31/2025 | 185 | -19 | 7 | 9 | N/A |
| 12/31/2024 | 180 | -21 | 9 | 11 | N/A |
| 9/30/2024 | 176 | -20 | -11 | -9 | N/A |
| 6/30/2024 | 170 | -24 | -27 | -23 | N/A |
| 3/31/2024 | 164 | -32 | -37 | -33 | N/A |
| 12/31/2023 | 156 | -37 | -48 | -43 | N/A |
| 9/30/2023 | 154 | -50 | -36 | -30 | N/A |
| 6/30/2023 | 153 | -51 | -25 | -21 | N/A |
| 3/31/2023 | 156 | -46 | -16 | -13 | N/A |
| 12/31/2022 | 162 | -43 | -28 | -26 | N/A |
| 9/30/2022 | 158 | -38 | -26 | -25 | N/A |
| 6/30/2022 | 154 | -42 | -30 | -30 | N/A |
| 3/31/2022 | 145 | -49 | -39 | -38 | N/A |
| 12/31/2021 | 131 | -54 | -35 | -34 | N/A |
| 9/30/2021 | 119 | -60 | -43 | -42 | N/A |
| 6/30/2021 | 107 | -61 | -41 | -40 | N/A |
| 3/31/2021 | 97 | -61 | -41 | -39 | N/A |
| 12/31/2020 | 92 | -60 | -43 | -42 | N/A |
| 9/30/2020 | 85 | -62 | -43 | -41 | N/A |
| 6/30/2020 | 79 | -66 | -62 | -58 | N/A |
| 3/31/2020 | 76 | -69 | -70 | -63 | N/A |
| 12/31/2019 | 75 | -71 | N/A | -65 | N/A |
| 9/30/2019 | 70 | -71 | N/A | -64 | N/A |
| 6/30/2019 | 68 | -67 | N/A | -47 | N/A |
| 3/31/2019 | 65 | -62 | N/A | -43 | N/A |
| 12/31/2018 | 61 | -58 | N/A | -31 | N/A |
| 9/30/2018 | 61 | -53 | N/A | -34 | N/A |
| 6/30/2018 | 56 | -52 | N/A | -42 | N/A |
| 3/31/2018 | 50 | -56 | N/A | -46 | N/A |
| 12/31/2017 | 44 | -61 | N/A | -52 | N/A |
| 9/30/2017 | 37 | -63 | N/A | -52 | N/A |
| 6/30/2017 | 37 | -64 | N/A | -55 | N/A |
| 3/31/2017 | 37 | -65 | N/A | -57 | N/A |
| 12/31/2016 | 37 | -63 | N/A | -54 | N/A |
| 9/30/2016 | 37 | -64 | N/A | -53 | N/A |
| 6/30/2016 | 35 | -65 | N/A | -48 | N/A |
| 3/31/2016 | 34 | -63 | N/A | -48 | N/A |
| 12/31/2015 | 34 | -56 | N/A | -51 | N/A |
| 9/30/2015 | 34 | -61 | N/A | -51 | N/A |
| 6/30/2015 | 36 | -56 | N/A | -51 | N/A |
Analystenprognosen zum zukünftigen Wachstum
Einkommen vs. Sparrate: CERS wird in den nächsten 3 Jahren voraussichtlich rentabel werden, was als schnelleres Wachstum als die Sparquote angesehen wird (3.5%).
Ertrag vs. Markt: CERS wird in den nächsten 3 Jahren voraussichtlich rentabel werden, was als überdurchschnittliches Marktwachstum angesehen wird.
Hohe Wachstumserträge: CERS wird voraussichtlich in den nächsten 3 Jahren rentabel werden.
Einnahmen vs. Markt: CERSDie Einnahmen des Unternehmens (9.8% pro Jahr) werden voraussichtlich langsamer wachsen als der Markt US (11.5% pro Jahr).
Hohe Wachstumseinnahmen: CERSDie Einnahmen des Unternehmens (9.8% pro Jahr) werden voraussichtlich langsamer wachsen als 20% pro Jahr.
Wachstumsprognosen für den Gewinn je Aktie
Künftige Eigenkapitalrendite
Künftige Eigenkapitalrendite: Unzureichende Daten, um festzustellen, ob die Eigenkapitalrendite von CERS in 3 Jahren voraussichtlich hoch sein wird
Wachstumsunternehmen entdecken
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/05/07 08:16 |
| Aktienkurs zum Tagesende | 2026/05/07 00:00 |
| Gewinne | 2026/03/31 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
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| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
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* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
Cerus Corporation wird von 9 Analysten beobachtet. 3 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Catherine Ramsey Schulte | Baird |
| Mark Massaro | BTIG |
| Brandon Folkes | Cantor Fitzgerald & Co. |