Geron Croissance future
Future contrôle des critères 5/6
Geron devrait augmenter ses bénéfices et ses revenus de 62.4% et de 31.4% par an respectivement, tandis que le BPA devrait croître de croître de 62.5% par an.
Informations clés
62.4%
Taux de croissance des bénéfices
62.50%
Taux de croissance du BPA
| Biotechs croissance des bénéfices | 25.4% |
| Taux de croissance des recettes | 31.4% |
| Rendement futur des capitaux propres | n/a |
| Couverture par les analystes | Good |
| Dernière mise à jour | 06 May 2026 |
Mises à jour récentes de la croissance future
Recent updates
Mise à jour de l'analyse • May 08
GERN: At The Market Offering Will Support Refined Earnings Outlook
Analysts have lifted their price target on Geron to $5.00 from $5.00, reflecting updated assumptions around the discount rate, revenue growth, profit margin, and a higher future P/E, which together refine their view of the stock’s risk and earnings potential. What's in the News Geron filed a follow on equity offering of up to US$150 million in common stock through an at the market program, which can increase the company’s cash resources without a single large issuance event (Key Developments).Mise à jour de l'analyse • Apr 23
GERN: Refined Risk And Earnings Assumptions Will Support Upside Through 2026
Analysts have trimmed their Geron price target by $1, citing updated assumptions for the discount rate, revenue growth, profit margin, and future P/E. These changes keep fair value at $5.00 while slightly adjusting the risk and earnings profile behind that target.Mise à jour de l'analyse • Apr 08
GERN: Future Myeloid Franchise And 2026 Outlook Will Drive Upside
Analysts have trimmed their 12 month price target for Geron by $1, citing updated assumptions on discount rate, revenue growth, profit margin, and future P/E that modestly adjust their valuation framework. Analyst Commentary Even with the trimmed 12 month target, bullish analysts still frame the recent move as a tweak to their model rather than a shift in their overall view on Geron.Mise à jour de l'analyse • Mar 24
GERN: Future Myeloid Franchise And 2026 Revenue Guidance Will Support Upside
Analysts have reduced their price target on Geron by $1 to $5, citing updated assumptions around discount rate, revenue growth, profit margin and future P/E that remain consistent with their broader valuation framework. Analyst Commentary Bullish analysts are treating the revised US$5 price target as a confirmation of their existing constructive view rather than a reversal.Seeking Alpha • Mar 19
Geron: Minimal Sales Growth But A Potential Run-Up Ahead
Summary Geron Corporation's Q4 '25 net product revenues of $48M are similar to those seen in Q4 '24 ($47.5M). Despite fairly flat quarterly revenues, GERN maintains 2026 net product revenue guidance of $220M-$240M, implying 25% growth. Key catalysts include a potential IMpactMF interim readout in H2 '26 and readouts from investigator-sponsored trials and potential real-world data that could encourage use of Rytelo. Read the full article on Seeking Alpha
Mise à jour de l'analyse • Mar 10
GERN: Future Profit Upside Will Be Supported By Conservative Forecast Reset
Analysts have trimmed their price target on Geron by $1, reflecting slightly more conservative assumptions for revenue growth, profit margins, and future P/E, while maintaining the same fair value estimate and making only a modest adjustment to the discount rate. Analyst Commentary Recent Street research reflects a slightly more cautious stance on Geron, with a trimmed price target tied to updated assumptions on growth, margins, and the P/E used in models.Mise à jour de l'analyse • Feb 24
GERN: Future Profit Expansion Will Be Driven By Margin Improvement Potential
Geron's updated narrative reflects a modestly higher analyst fair value estimate of about $3.40, with analysts pointing to a slightly lower discount rate, lower projected revenue growth, a higher profit margin, and a reduced future P/E assumption following recent Street research that included a $1 trim to the TD Cowen price target. Analyst Commentary Analysts are updating their views following the recent Street research that trimmed a key price target by US$1, which fed into the modest reset of the fair value estimate to about US$3.40.Mise à jour de l'analyse • Feb 10
GERN: Future Myeloid Franchise And 2026 Guidance Will Drive Upside
Analysts have trimmed their price target on Geron by US$1. This reflects updated assumptions around discount rate, revenue growth, profit margin and future P/E that slightly reshape their risk and return expectations for the stock.Article d'analyse • Feb 03
Geron Corporation's (NASDAQ:GERN) Prospects Need A Boost To Lift Shares
With a price-to-sales (or "P/S") ratio of 5.4x Geron Corporation ( NASDAQ:GERN ) may be sending very bullish signals at...Mise à jour de l'analyse • Jan 27
GERN: Future Myeloid Franchise Progress Will Drive Upside Potential
Analysts have nudged their price target on Geron to US$5.00, reflecting updated assumptions around revenue growth, profit margins and future P/E. These revisions are broadly consistent with prior estimates but modestly refined in their models.Mise à jour de l'analyse • Jan 10
GERN: Future Myeloid Indications Will Drive Upside Despite Safety Trade Offs
Analysts have reaffirmed their price target on Geron at US$5.00, reflecting updated views on discount rates, revenue growth, profit margins and future P/E assumptions. What's in the News New data from the 67th American Society of Hematology 2025 Annual Meeting in Orlando highlighted interim results from an investigator-sponsored Phase 2 study of imetelstat in patients with advanced myelodysplastic neoplasms or acute myeloid leukemia who had limited options after hypomethylating agent therapy (Key Developments).Mise à jour de l'analyse • Dec 26
GERN: Future Myeloid Malignancy Indications Will Drive Upside Despite Safety Risks
Analysts have modestly raised their price target on Geron to align with a slightly lower discount rate and incremental improvements in projected revenue growth, profit margins, and future valuation multiples, lifting their fair value estimate to about 5.00 dollars per share. What's in the News New data from the 67th American Society of Hematology 2025 Annual Meeting highlighted interim Phase 2 results for imetelstat in advanced myelodysplastic neoplasms and acute myeloid leukemia patients who failed or could not tolerate hypomethylating agents, reinforcing Geron’s focus on high unmet-need myeloid malignancies (Key Developments).Article d'analyse • Dec 15
Geron (NASDAQ:GERN) Is Using Debt Safely
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Mise à jour de l'analyse • Dec 12
GERN: Expanded Blood Cancer Indications Will Drive Upside Despite Safety Concerns
Analysts have trimmed their price target on Geron from approximately 6.00 dollars to 5.00 dollars, citing a higher perceived risk profile and more conservative expectations for revenue growth and profitability. What's in the News New data from the 67th American Society of Hematology 2025 Annual Meeting highlighted Geron’s completion of the Part 1 dose escalation phase, establishing 8.9 mg/kg IV every 4 weeks as the recommended imetelstat dose with ruxolitinib in combination studies (Key Developments) Interim results from an investigator sponsored Phase 2 trial showed imetelstat activity in patients with advanced myelodysplastic neoplasms or acute myeloid leukemia who had failed or could not tolerate hypomethylating agent therapy (Key Developments) RYTELO, Geron’s telomerase inhibitor, is now the first and only drug of its class approved by both the U.S. Food and Drug Administration and the European Commission for certain lower risk MDS patients with transfusion dependent anemia (Key Developments) Clinical trial safety data reported high rates of serious hematologic adverse events, including new or worsening Grade 3 or 4 thrombocytopenia in 65 percent of RYTELO treated MDS patients and Grade 3 or 4 neutrophil abnormalities in 72 percent, which underscores a complex benefit risk profile (Key Developments) Geron continues a pivotal Phase 3 IMpactMF trial in JAK inhibitor relapsed or refractory myelofibrosis and other studies in myeloid malignancies, while cautioning about regulatory, manufacturing, commercial execution, and post marketing commitment risks that could affect timelines and approvals (Key Developments) Valuation Changes Fair Value Estimate, reduced from approximately 6.0 dollars to 5.0 dollars, representing a moderate downward revision in long term valuation.Mise à jour de l'analyse • Nov 27
GERN: Future Profit Expansion Will Drive Bullish Share Price Outlook
Analysts have lowered their price target for Geron from $3.43 to $3.33. They cite more conservative assumptions for revenue growth and profit margins as the reason for this adjustment.Mise à jour de l'analyse • Nov 12
GERN: Stronger Profit Margins Will Drive Share Price Momentum Ahead
Narrative Update: Geron Analyst Price Target Adjustment Analysts have revised Geron's fair value estimate downward from $3.63 to $3.43. This change reflects updated assessments of revenue growth, profit margin, and forecasted price-to-earnings ratios.Article d'analyse • Nov 04
Geron Corporation's (NASDAQ:GERN) Business And Shares Still Trailing The Industry
With a price-to-sales (or "P/S") ratio of 4.7x Geron Corporation ( NASDAQ:GERN ) may be sending very bullish signals at...Mise à jour de l'analyse • Aug 15
Aging Population Trends Will Expand Hematology Market Opportunity
Consensus analyst price targets for Geron remain unchanged at $3.62, as underwhelming initial sales and modest near-term expectations for Rytelo, coupled with concerns about commercial execution, weigh on sentiment and lead to sharply divergent outlooks such as Goldman Sachs' $1 target. Analyst Commentary Initial commercial launch of Rytelo has underperformed expectations.Article d'analyse • Aug 07
Here's Why Geron (NASDAQ:GERN) Can Manage Its Debt Despite Losing Money
NasdaqGS:GERN 1 Year Share Price vs Fair Value Explore Geron's Fair Values from the Community and select yours The...Article d'analyse • Jun 13
Geron Corporation's (NASDAQ:GERN) Shares Climb 30% But Its Business Is Yet to Catch Up
Geron Corporation ( NASDAQ:GERN ) shareholders are no doubt pleased to see that the share price has bounced 30% in the...Article d'analyse • May 10
Analysts Have Lowered Expectations For Geron Corporation (NASDAQ:GERN) After Its Latest Results
There's been a notable change in appetite for Geron Corporation ( NASDAQ:GERN ) shares in the week since its quarterly...
Nouvelle analyse • Apr 23
EU Approval And US Initiatives Will Expand Future Markets
European expansion with RYTELO's approval and launch could significantly boost revenue through international growth and increased market reach.Article d'analyse • Apr 17
Is Geron (NASDAQ:GERN) A Risky Investment?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Seeking Alpha • Mar 31
Geron Corp.: A Compelling Potential Buying Opportunity Thanks To Bearish Comments
Summary GERN's Rytelo showed promising sales growth, with Q4'24 net product revenue increasing by 68% to $47.5M from Q3'24's $28.2M. Despite initial optimism, the market is concerned about a potential plateau in Rytelo's sales growth after only two full quarters, based on company comments. The departure of CEO John Scarlett adds uncertainty, potentially impacting investor confidence and the company's strategic direction. Read the full article on Seeking AlphaSeeking Alpha • Mar 17
Geron Corp: How Concerned Should We Be About Rytelo Sales?
Summary Geron Corp's imetelstat, branded as Rytelo, launched in 2024 for lower-risk MDS, with promising expansion into myelofibrosis and other indications. Despite initial market enthusiasm, GERN's stock has declined, but upcoming catalysts and a strong development pipeline offer potential upside. Financially, GERN has a solid cash runway, with significant funding from a Royalty Pharma deal, supporting continued operations and growth. With favorable approval in a large market and potential myelofibrosis approval, GERN presents a compelling mid- to long-term investment opportunity. Read the full article on Seeking AlphaArticle d'analyse • Mar 12
Risks Still Elevated At These Prices As Geron Corporation (NASDAQ:GERN) Shares Dive 45%
To the annoyance of some shareholders, Geron Corporation ( NASDAQ:GERN ) shares are down a considerable 45% in the last...Article d'analyse • Feb 27
We're Hopeful That Geron (NASDAQ:GERN) Will Use Its Cash Wisely
Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...Seeking Alpha • Feb 26
Geron: Rytelo's Market Share Concerns Justified As 3L Dominates Early Sales
Summary Geron Corporation's stock dropped 50% before its Q4 2024 earnings report, with Rytelo's revenue close to projections but new patients starts flat. Rytelo's market share in second-line LR-MDS is lower than expected due to competition from Bristol Myers Squibb's luspatercept, impacting peak sales estimates. Financial health remains solid with a strong current ratio and cash runway extending into mid-2027, supported by recent funding deals. Despite early adoption challenges, I maintain a "hold" rating for GERN stock, suitable for a barbell portfolio with cautious optimism for management's future strategies. Read the full article on Seeking AlphaSeeking Alpha • Feb 03
Geron Corporation: Lackluster Share Price Performance Despite Reasonable Drug Launch
Summary GERN's Rytelo, approved in mid-2024, shows promising initial sales, with Q3'24 net revenues at $28.2M, and preliminary Q4'24 net revenues of $45M-$46M. Despite some market exclusivity concerns, GERN still has many years of sales ahead, unencumbered by generic competition. EU approval of Rytelo for lower-risk myelodysplastic syndromes seems likely in H1'25, providing a near-term catalyst beyond updates on sales. Read the full article on Seeking AlphaSeeking Alpha • Nov 07
Geron: A Post Earnings And Funding Announcement Assessment
Summary Geron Corporation's imetelstat, now branded as Rytelo, was finally approved by the FDA in June for treating lower risk myelodysplastic syndromes and has shown solid initial sales traction. The company just reported third quarter results and announced a new financing arrangement. Analyst firms are positive on the company's prospects. An updated analysis of Geron Corporation follows in the paragraphs below. Read the full article on Seeking AlphaArticle d'analyse • Oct 28
Is Geron (NASDAQ:GERN) Using Too Much Debt?
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Seeking Alpha • Aug 12
Geron's Rytelo Gains Traction Despite Competitive Pressures (Rating Upgrade)
Summary Geron’s Rytelo received FDA approval in June 2024 for treating anemia in lower-risk MDS patients. The NCCN guidelines now recommend Rytelo as a Category 1 and 2A treatment for both RS+ and RS- patients. Geron’s Q2 2024 net loss was $67.383 million, with promising early uptake of Rytelo. Rytelo faces strong competition, potentially limiting its market share in the MDS treatment landscape. Geron is upgraded from "sell" to "hold," but caution is advised due to market competition risks. Read the full article on Seeking AlphaSeeking Alpha • Jul 31
Geron: Probabilistic And Modest Estimate Of Pricing For A Likely Acquisition
Summary Geron is a small biotech company that recently received FDA approval for the first-in-class drug Imetelstat for the treatment of myelodysplastic syndrome. MDS is a blood disorder with a high mortality rate and significant unmet need. Most patients with MDS suffer from anemia, which is associated with mortality. Imetelstat is aimed at treating anemia in patients who do not respond to other drugs. The drug will likely face limited competition and has the potential to generate $1 billion in sales. Geron has a multi-billion-dollar fundamental value primarily dependent on Imetelstat sales for LR-MDS and may be acquired at a premium to the current share price ($4.7). Read the full article on Seeking AlphaArticle d'analyse • Jul 12
Does Geron (NASDAQ:GERN) Have A Healthy Balance Sheet?
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Seeking Alpha • Jun 08
Geron: Innovative Rytelo Enters A Challenging MDS Market
Summary The FDA approved Geron's Rytelo for specific low-risk MDS patients, a significant milestone for the company. Rytelo faces stiff competition in the MDS market, particularly from drugs like Reblozyl, which limits its market share. Geron's financial position is stable, with sufficient funds to last two years, but they may need to raise more capital. Recommends selling Geron's stock; considerable risks outweigh potential benefits in a heavily competitive market. Read the full article on Seeking AlphaPrévisions de croissance des bénéfices et des revenus
| Date | Recettes | Les revenus | Flux de trésorerie disponible | Cash from Op | Moy. Nombre d'analystes |
|---|---|---|---|---|---|
| 12/31/2028 | 486 | 147 | 135 | N/A | 5 |
| 12/31/2027 | 333 | 47 | 83 | N/A | 6 |
| 12/31/2026 | 234 | -14 | 19 | N/A | 6 |
| 3/31/2026 | 196 | -67 | -126 | -126 | N/A |
| 12/31/2025 | 184 | -83 | -111 | -111 | N/A |
| 9/30/2025 | 183 | -80 | -133 | -133 | N/A |
| 6/30/2025 | 164 | -88 | -178 | -178 | N/A |
| 3/31/2025 | 116 | -139 | -204 | -204 | N/A |
| 12/31/2024 | 77 | -175 | -219 | -219 | N/A |
| 9/30/2024 | 29 | -201 | -216 | -216 | N/A |
| 6/30/2024 | 1 | -220 | -209 | -208 | N/A |
| 3/31/2024 | 1 | -201 | -185 | -184 | N/A |
| 12/31/2023 | 0 | -184 | -169 | -168 | N/A |
| 9/30/2023 | 0 | -175 | -163 | -162 | N/A |
| 6/30/2023 | 0 | -171 | -142 | -141 | N/A |
| 3/31/2023 | 0 | -150 | -141 | -140 | N/A |
| 12/31/2022 | 1 | -142 | -128 | -127 | N/A |
| 9/30/2022 | 2 | -131 | -115 | -114 | N/A |
| 6/30/2022 | 1 | -117 | -108 | -108 | N/A |
| 3/31/2022 | 1 | -118 | -97 | -97 | N/A |
| 12/31/2021 | 1 | -116 | -96 | -96 | N/A |
| 9/30/2021 | 0 | -108 | -86 | -86 | N/A |
| 6/30/2021 | 0 | -101 | -79 | -79 | N/A |
| 3/31/2021 | 0 | -87 | -73 | -73 | N/A |
| 12/31/2020 | 0 | -76 | -67 | -67 | N/A |
| 9/30/2020 | 0 | -81 | -65 | -64 | N/A |
| 6/30/2020 | 0 | -76 | -62 | -61 | N/A |
| 3/31/2020 | 0 | -75 | -58 | -57 | N/A |
| 12/31/2019 | 0 | -69 | N/A | -44 | N/A |
| 9/30/2019 | 1 | -47 | N/A | -36 | N/A |
| 6/30/2019 | 1 | -37 | N/A | -31 | N/A |
| 3/31/2019 | 1 | -30 | N/A | -26 | N/A |
| 12/31/2018 | 1 | -27 | N/A | -21 | N/A |
| 9/30/2018 | 1 | -27 | N/A | -22 | N/A |
| 6/30/2018 | 1 | -28 | N/A | -21 | N/A |
| 3/31/2018 | 1 | -28 | N/A | -21 | N/A |
| 12/31/2017 | 1 | -28 | N/A | -21 | N/A |
| 9/30/2017 | 1 | -29 | N/A | -17 | N/A |
| 6/30/2017 | 6 | -26 | N/A | -19 | N/A |
| 3/31/2017 | 6 | -28 | N/A | -20 | N/A |
| 12/31/2016 | 6 | -30 | N/A | -18 | N/A |
| 9/30/2016 | 6 | -30 | N/A | -23 | N/A |
| 6/30/2016 | 37 | 1 | N/A | -21 | N/A |
| 3/31/2016 | 37 | 1 | N/A | -22 | N/A |
| 12/31/2015 | 36 | 0 | N/A | -24 | N/A |
| 9/30/2015 | 36 | 0 | N/A | 10 | N/A |
| 6/30/2015 | 1 | -37 | N/A | 10 | N/A |
Prévisions de croissance des analystes
Taux de revenus par rapport au taux d'épargne: GERN devrait devenir rentable au cours des 3 prochaines années, ce qui est considéré comme une croissance plus rapide que le taux d'épargne ( 3.5% ).
Bénéfices vs marché: GERN devrait devenir rentable au cours des 3 prochaines années, ce qui est considéré comme une croissance supérieure à la moyenne du marché.
Croissance élevée des bénéfices: GERN devrait devenir rentable dans les 3 prochaines années.
Chiffre d'affaires vs marché: Le chiffre d'affaires de GERN ( 31.4% par an) devrait croître plus rapidement que le marché US ( 11.6% par an).
Croissance élevée des revenus: Le chiffre d'affaires de GERN ( 31.4% par an) devrait croître plus rapidement que 20% par an.
Prévisions de croissance du bénéfice par action
Rendement futur des capitaux propres
ROE futur: Données insuffisantes pour déterminer si le retour sur capitaux propres de GERN devrait être élevé dans 3 ans
Découvrir les entreprises en croissance
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/12 21:31 |
| Cours de l'action en fin de journée | 2026/05/12 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Geron Corporation est couverte par 18 analystes. 6 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Douglas Buchanan | Brean Capital Historical (Janney Montgomery) |
| Thomas Shrader | BTIG |
| Charles Duncan | Citizens JMP Securities, LLC |