Market Cap
$796.7M
GERN
GERON CORP
$1.21 ▲ +0.31%
Prev close $1.21Market cap$796.7M
12-mo target$4.25 (+250.2%)
High Impact Filing (7/10)21 New Institutional Positions14 Institutional Exits Biotech & Drug Discovery
Snapshot
The big-picture read on GERN right now — valuation, ownership and activity at a glance.
Cap Size
Small Cap
Inst. Holders
50 funds
Inst. Value
$446.8M
Inst. Activity
21 buys / 14 sells
Social Sentiment
50° Neutral
SEC Reports
4
Price chart 30d -23.7%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 short_volume
Short Volume: GERN — 62.3% short (3.8M / 6.1M)
Short: 3,790,703 | Exempt: 0 | TRF Vol: 6,082,579 | Short Ratio: 62.3% | Off-exchange volume (dark p
Sep 30, 2026 Insider
Spiegel Robert J. was granted 6,351 shares
Director @ $1.23 ($7.8K)
Jun 30, 2026 Insider
Spiegel Robert J. was granted 6,103 shares
Director @ $1.28 ($7.8K)
Jun 30, 2026 Inst.
RA CAPITAL MANAGEMENT, L.P. — TRIM
42,809,751 shares ($54.8M)
Jun 30, 2026 Inst.
CITADEL ADVISORS LLC — ADD
29,038,928 shares ($37.2M)
May 20, 2026 Insider
Apr 22, 2026 SEC O'Farrell Elizabeth G. was granted 220,000 shares
Director
Geron Corporation announced it will release its Q1 2026 financial results on May 6, 2026, followed by a conference call.
PRESS-RELEASE — Impact 3/10
Geron Corporation has filed its definitive proxy statement (DEFA14A) ahead of its 2026 Annual Meeting, following the rec
DEFA14A — Impact 3/10
Analyst ratings buy % +18.8%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Nov 5, 2025 | Needham | MAINTAIN | Buy | 50% |
| May 8, 2025 | Scotiabank | DOWNGRADE | Sector Perform | 56% |
| Mar 12, 2025 | Needham | REITERATE | Buy | 50% |
| Mar 12, 2025 | HC Wainwright & Co. | REITERATE | Neutral | 43% |
| Feb 27, 2025 | Scotiabank | MAINTAIN | Sector Outperform | 56% |
| Feb 27, 2025 | Stifel | MAINTAIN | Buy | 54% |
| Feb 27, 2025 | Barclays | MAINTAIN | Overweight | 54% |
| Feb 27, 2025 | Needham | MAINTAIN | Buy | 50% |
| Feb 26, 2025 | HC Wainwright & Co. | DOWNGRADE | Neutral | 43% |
| Feb 18, 2025 | B. Riley Securities | MAINTAIN | Buy | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 4 | 5 | 2 | 0 | 0 | 82% | |
| Aug 1, 2026 | 4 | 5 | 2 | 0 | 0 | 82% | |
| Jul 1, 2026 | 4 | 5 | 2 | 1 | 0 | 75% | |
| Jun 1, 2026 | 4 | 5 | 2 | 1 | 0 | 75% | |
| May 1, 2026 | 4 | 5 | 3 | 1 | 0 | 69% | |
| Apr 1, 2026 | 4 | 5 | 3 | 1 | 0 | 69% | |
| Mar 1, 2026 | 4 | 5 | 3 | 1 | 0 | 69% | |
| Feb 1, 2026 | 4 | 5 | 3 | 1 | 0 | 69% |
Price targets
Where 4 covering analysts think GERN trades over the next 12 months.
$4.25 +250.2% upside Strong Buy
Current$1.21 Low$3.00 Median$4.00 High$6.00 4 analysts
$3.00$6.00
Analyst rating None as of Oct 2, 2026
Social media sentiment mood +0.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
50°
Neutral
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
4 SEC filing reports analyzed · 1 bullish, 0 bearish, 0 mixed, 3 neutral · avg impact 3.8/10.
NEUTRALPRESS-RELEASE3/10
Geron Corporation announced it will release its Q1 2026 financial results on May 6, 2026, followed b
Apr 22, 2026
NEUTRALDEFA14A3/10
Geron Corporation has filed its definitive proxy statement (DEFA14A) ahead of its 2026 Annual Meetin
Apr 7, 2026
NEUTRALCOURT-RULING2/10
Analysis based on filing metadata only — document content was unavailable
Mar 30, 2026
BULLISH8-K7/10
Geron Corporation reported strong full-year 2025 financial results with RYTELO net product revenue o
Feb 25, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
short_volume
Short Volume: GERN — 62.3% short (3.8M / 6.1M)
Short: 3,790,703 | Exempt: 0 | TRF Vol: 6,082,579 | Short Ratio: 62.3% | Off-exchange volume (dark pool + OTC)
Sep 30, 2026
short_volume
Short Volume: GERN — 57.0% short (2.7M / 4.7M)
Short: 2,673,699 | Exempt: 2,924 | TRF Vol: 4,691,273 | Short Ratio: 57.0% | Off-exchange volume (dark pool + OTC)
Sep 29, 2026
short_volume
Short Volume: GERN — 66.3% short (2.4M / 3.7M)
Short: 2,435,211 | Exempt: 31,300 | TRF Vol: 3,671,351 | Short Ratio: 66.3% | Off-exchange volume (dark pool + OTC)
Sep 28, 2026
short_volume
Short Volume: GERN — 73.9% short (2.3M / 3.2M)
Short: 2,331,132 | Exempt: 0 | TRF Vol: 3,153,201 | Short Ratio: 73.9% | Off-exchange volume (dark pool + OTC)
Sep 18, 2026
activist
Geron Corporation Reports Inducement Grants Under Nasdaq Listing Rule 5635(c)(4)
FOSTER CITY, Calif., Sept. 18, 2026 (GLOBE NEWSWIRE) -- Geron Corporation (Nasdaq: GERN), a hematology-focused biopharmaceutical company pursuing more
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $-0.01 | $-0.01–$-0.01 | 66.7% | -100.0% | — | $0.1B | 1 |
| Next Q | $0.00 | $0.00–$0.00 | 100.0% | — | — | $0.1B | 1 |
| Current FY | $-0.02 | $-0.02–$-0.02 | 80.6% | +0.0% | — | $0.2B | 1 |
| Next FY | $0.04 | $0.04–$0.04 | 300.0% | -38.5% | 0↑ 1↓ | $0.3B | 1 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $-0.010 | — |
| 7d ago | $-0.005 | -0.005 |
| 30d ago | $-0.005 | -0.005 |
| 60d ago | $-0.005 | -0.005 |
| 90d ago | $-0.005 | -0.005 |
Institutional ownership
Which big funds own GERN (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $446.8M total value (348,967,289 shares) as of 2026-Q2. Top holders: BlackRock,, RA, STATE. Net buying activity: 21 institutions added/increased vs 14 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 49,115,571 | $62.9M | 14.1% | — |
| RA CAPITAL MANAGEMENT, L.P. | 42,809,751 | $54.8M | 12.3% | TRIM -32.9% |
| STATE STREET CORP | 35,856,671 | $45.9M | 10.3% | — |
| CITADEL ADVISORS LLC | 29,038,928 | $37.2M | 8.3% | ADD +34.6% |
| VANGUARD CAPITAL MANAGEMENT LLC | 27,250,215 | $34.9M | 7.8% | — |
| Clearbridge Investments, LLC | 19,648,853 | $25.2M | 5.6% | ADD +37.8% |
| GOLDMAN SACHS GROUP INC | 16,633,368 | $21.3M | 4.8% | ADD +48.8% |
| GEODE CAPITAL MANAGEMENT, LLC | 14,555,954 | $18.6M | 4.2% | — |
| MORGAN STANLEY | 12,945,431 | $16.6M | 3.7% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 10,812,598 | $13.8M | 3.1% | DOUBLED +131.6% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| RA CAPITAL MANAGEMENT, L.P. | TRIM | 63,771,366 | 42,809,751 | -32.9% | $54.8M |
| CITADEL ADVISORS LLC | ADD | 21,576,569 | 29,038,928 | +34.6% | $37.2M |
| GOLDMAN SACHS GROUP INC | ADD | 11,176,591 | 16,633,368 | +48.8% | $21.3M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | DOUBLED | 4,668,783 | 10,812,598 | +131.6% | $13.8M |
| Candriam S.C.A. | ADD | 3,921,476 | 5,589,182 | +42.5% | $7.1M |
| UBS Group AG | ADD | 3,693,333 | 4,896,096 | +32.6% | $6.3M |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 1,799,521 | 4,579,000 | +154.5% | $5.9M |
| TORONTO DOMINION BANK | DOUBLED | 127,711 | 4,235,000 | +3216.1% | $5.4M |
| Point72 Asset Management, L.P. | NEAR_EXIT | 20,457,134 | 4,045,201 | -80.2% | $5.2M |
| DEUTSCHE BANK AG\ | TRIM | 5,203,516 | 3,439,976 | -33.9% | $4.4M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
8 insiders, 11 transactions. Net $0.00 — $0.00 bought, $0.00 sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 30, 2026 | Spiegel Robert J. | Director | AWARD | 6,351 | $1.23 | $7.8K |
| Jun 30, 2026 | Spiegel Robert J. | Director | AWARD | 6,103 | $1.28 | $7.8K |
| May 20, 2026 | O'Farrell Elizabeth G. | Director | AWARD | 220,000 | — | — |
| May 20, 2026 | Molineaux Susan | Director | AWARD | 220,000 | — | — |
| May 20, 2026 | Spiegel Robert J. | Director | AWARD | 220,000 | — | — |
| May 20, 2026 | McDonald John F | Director | AWARD | 220,000 | — | — |
| May 20, 2026 | Bir Dawn Carter | Director | AWARD | 220,000 | — | — |
| Apr 13, 2026 | Williams Timothy | EVP and Chief Legal Officer | AWARD | 2,500,000 | — | — |
| Mar 31, 2026 | Spiegel Robert J. | Director | AWARD | 5,243 | $1.49 | $7.8K |
| Mar 25, 2026 | Andrews Patricia S | Director | AWARD | 270,000 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for GERN.
Shares short
82,618,677
Settlement Sep 15, 2026
Change vs prior
-2.9%
Semi-monthly cycle
Days to cover
6.7
At avg daily volume
Of shares outstanding
≈12.9%
Estimate — not % of float
All GERN filing & press-release reports (4)
- PRESS-RELEASE reportApr 22, 2026
- DEFA14A reportApr 7, 2026
- COURT-RULING reportMar 30, 2026
- 8-K reportFeb 25, 2026