Geron (NASDAQ:GERN) Stock Price Up 8.8% – Here’s What Happened

Geron Corporation (NASDAQ:GERN)’s share price was up 8.8% during mid-day trading on Tuesday . The company traded as high as $1.91 and last traded at $1.9250. Approximately 1,746,966 shares changed hands during mid-day trading, a decline of 87% from the average daily volume of 13,780,162 shares. The stock had previously closed at $1.77.

Key Headlines Impacting Geron

Here are the key news stories impacting Geron this week:

• Positive Sentiment: RYTELO commercial momentum — Geron reported $48.0M in Q4 product revenue and $183.6M for full-year 2025, grew ordering accounts and demand (~9% Q4 vs Q3), and reiterated 2026 RYTELO net product revenue guidance of $220–$240M which supports multi-year revenue growth assumptions. Geron Reports Fourth Quarter and Full Year 2025 Financial Results
• Positive Sentiment: Solid cash runway relative to near-term plans — Geron ended 2025 with roughly $401M in cash and marketable securities and says expected U.S. RYTELO revenues should fund foreseeable operations, reducing short-term financing risk versus pre-commercial stage peers. Q4 2025 Earnings Call Summary
• Neutral Sentiment: Conference call and transcripts available — Management hosted a detailed call (transcripts published) that investors can review for commercial cadence, trial timelines (IMpactMF interim readout expected H2 2026) and execution detail; these specifics will drive near-term volatility but don’t change the fundamental mix of risk/reward immediately. Q4 2025 Earnings Call Transcript
• Negative Sentiment: Q4 revenue missed Street estimates — Reported Q4 revenue (~$48.02M) came in below consensus (~$50.4M), and the company still posted a sizable net loss for the year, which triggered selling and raised execution concerns. Geron Reports Q4 Loss, Misses Revenue Estimates
• Negative Sentiment: High operating costs, restructuring and cash decline — 2025 operating expenses (~$255M) included $17M restructuring charges (one-third workforce reduction) and cash fell from ~$503M to ~$401M year-over-year, raising questions about sustained margin improvement and potential future financing. QuiverQuant Summary of Results
• Negative Sentiment: Bearish analyst commentary and estimate cuts — A sell-side commentator doubled down on a sell rating after the print, and HC Wainwright trimmed near-term EPS forecasts (maintaining a Neutral rating), adding to short-term downside pressure from investors who expected cleaner beats. Why I’m Doubling Down On My ‘Sell’ Rating MarketBeat – Analyst Note

Wall Street Analyst Weigh In

Several equities research analysts have weighed in on GERN shares. TD Cowen restated a “buy” rating on shares of Geron in a research report on Thursday, January 29th. HC Wainwright reissued a “neutral” rating on shares of Geron in a research note on Tuesday, December 9th. Needham & Company LLC lowered their price target on shares of Geron from $5.00 to $4.00 and set a “buy” rating for the company in a report on Wednesday, November 5th. UBS Group restated a “neutral” rating on shares of Geron in a research report on Tuesday, December 9th. Finally, Weiss Ratings reiterated a “sell (e+)” rating on shares of Geron in a research report on Wednesday, January 28th. Four research analysts have rated the stock with a Buy rating, four have given a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat.com, Geron presently has an average rating of “Hold” and an average target price of $2.75.

Geron Stock Down 3.0%

The business’s fifty day simple moving average is $1.47 and its 200 day simple moving average is $1.35. The stock has a market cap of $1.07 billion, a price-to-earnings ratio of -13.91 and a beta of 0.62. The company has a current ratio of 5.96, a quick ratio of 4.87 and a debt-to-equity ratio of 0.48.

Hedge Funds Weigh In On Geron

Several hedge funds have recently added to or reduced their stakes in the stock. Soleus Capital Management L.P. increased its stake in shares of Geron by 572.5% in the 2nd quarter. Soleus Capital Management L.P. now owns 16,140,000 shares of the biopharmaceutical company’s stock valued at $22,757,000 after acquiring an additional 13,740,000 shares during the last quarter. Nantahala Capital Management LLC bought a new stake in Geron in the third quarter valued at approximately $12,364,000. Millennium Management LLC raised its holdings in Geron by 97.8% in the third quarter. Millennium Management LLC now owns 11,367,989 shares of the biopharmaceutical company’s stock worth $15,574,000 after purchasing an additional 5,620,635 shares during the period. Eversept Partners LP boosted its position in shares of Geron by 40.2% during the fourth quarter. Eversept Partners LP now owns 17,659,983 shares of the biopharmaceutical company’s stock worth $23,311,000 after purchasing an additional 5,060,981 shares in the last quarter. Finally, Aberdeen Group plc grew its holdings in shares of Geron by 59.6% in the 4th quarter. Aberdeen Group plc now owns 9,527,083 shares of the biopharmaceutical company’s stock valued at $12,576,000 after buying an additional 3,556,160 shares during the period. Institutional investors and hedge funds own 73.71% of the company’s stock.

Geron Company Profile

Geron Corporation (NASDAQ: GERN) is a clinical-stage biotechnology company dedicated to developing and commercializing novel treatments that target telomerase, an enzyme critical to cancer cell immortality. The company’s research is focused on hematologic malignancies and solid tumors, with a pipeline designed to address diseases that have historically had limited therapeutic options.

The lead product candidate, imetelstat, is a first-in-class telomerase inhibitor currently in Phase II and Phase III clinical trials for myelofibrosis and myelodysplastic syndromes.