Geron Corporation

NasdaqGS:GERN 株式レポート

時価総額：US$891.7m

Geron 将来の成長

Future 基準チェック /56

Geronは、62.4%と31.4%でそれぞれ年率62.4%で利益と収益が成長すると予測される一方、EPSはgrowで62.5%年率。

主要情報

62.4%

収益成長率

62.50%

EPS成長率

Biotechs 収益成長25.4%
収益成長率31.4%
将来の株主資本利益率n/a
アナリストカバレッジ

Good

最終更新日06 May 2026

今後の成長に関する最新情報

Recent updates

ナラティブ更新 • 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).
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
分析記事 • 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...
ナラティブ更新 • 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.
ナラティブ更新 • 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).
ナラティブ更新 • 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).
分析記事 • 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...
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
分析記事 • 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...
ナラティブ更新 • 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.
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...
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新しいナラティブ • 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.
分析記事 • 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 Alpha
Seeking 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 Alpha
分析記事 • 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...
分析記事 • 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
分析記事 • 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 Alpha
Seeking 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 Alpha
分析記事 • 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 Alpha

業績と収益の成長予測

NasdaqGS:GERN - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/2028486147135N/A5
12/31/20273334783N/A6
12/31/2026234-1419N/A6
3/31/2026196-67-126-126N/A
12/31/2025184-83-111-111N/A
9/30/2025183-80-133-133N/A
6/30/2025164-88-178-178N/A
3/31/2025116-139-204-204N/A
12/31/202477-175-219-219N/A
9/30/202429-201-216-216N/A
6/30/20241-220-209-208N/A
3/31/20241-201-185-184N/A
12/31/20230-184-169-168N/A
9/30/20230-175-163-162N/A
6/30/20230-171-142-141N/A
3/31/20230-150-141-140N/A
12/31/20221-142-128-127N/A
9/30/20222-131-115-114N/A
6/30/20221-117-108-108N/A
3/31/20221-118-97-97N/A
12/31/20211-116-96-96N/A
9/30/20210-108-86-86N/A
6/30/20210-101-79-79N/A
3/31/20210-87-73-73N/A
12/31/20200-76-67-67N/A
9/30/20200-81-65-64N/A
6/30/20200-76-62-61N/A
3/31/20200-75-58-57N/A
12/31/20190-69N/A-44N/A
9/30/20191-47N/A-36N/A
6/30/20191-37N/A-31N/A
3/31/20191-30N/A-26N/A
12/31/20181-27N/A-21N/A
9/30/20181-27N/A-22N/A
6/30/20181-28N/A-21N/A
3/31/20181-28N/A-21N/A
12/31/20171-28N/A-21N/A
9/30/20171-29N/A-17N/A
6/30/20176-26N/A-19N/A
3/31/20176-28N/A-20N/A
12/31/20166-30N/A-18N/A
9/30/20166-30N/A-23N/A
6/30/2016371N/A-21N/A
3/31/2016371N/A-22N/A
12/31/2015360N/A-24N/A
9/30/2015360N/A10N/A
6/30/20151-37N/A10N/A

アナリストによる今後の成長予測

収入対貯蓄率: GERNは今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 3.5% ) よりも高い成長率であると考えられます。

収益対市場: GERN今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。

高成長収益: GERN今後 3 年以内に収益を上げることが予想されます。

収益対市場: GERNの収益 ( 31.4% ) US市場 ( 11.6% ) よりも速いペースで成長すると予測されています。

高い収益成長: GERNの収益 ( 31.4% ) 20%よりも速いペースで成長すると予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: GERNの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/11 14:15
終値2026/05/11 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Geron Corporation 6 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。18

アナリスト機関
Douglas BuchananBrean Capital Historical (Janney Montgomery)
Thomas ShraderBTIG
Charles DuncanCitizens JMP Securities, LLC