TD Cowen Maintains Buy Rating for Geron (GERN) While Trimming PT to $3 Ahead of Q4 Results

Geron Corporation (NASDAQ:GERN) is one of the best fast growing penny stocks to buy according to analysts. On January 29, TD Cowen analyst Tara Bancroft reduced the firm’s price target on Geron to $3 from $4 while keeping a Buy rating. This adjustment followed an update to the firm’s financial model in anticipation of the company’s Q4 2025 results.

In Q3 2025, Geron Corporation (NASDAQ:GERN) expanded its reach by adding 150 new ordering accounts, a 15% sequential increase, and successfully initiated its first shipment of RYTELO to Germany under an early access program. Additionally, Geron’s clinical pipeline remains on track, with its Phase 3 trial for relapsed/refractory myelofibrosis fully enrolled and an interim analysis expected in the second half of 2026.

Despite these gains, RYTELO demand saw a 3% decline compared to the previous quarter, as growth in new patient starts was offset by discontinuations in later-line therapies. To address these headwinds, Geron implemented a restructuring and provided 2026 financial guidance projecting $220 million to $240 million in RYTELO revenue, aiming for profitability and a strengthened commercial footprint.

Geron Corporation (NASDAQ:GERN) is a commercial-stage biopharmaceutical company that develops therapeutic products for oncology.

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Disclosure: None. This article is originally published at Insider Monkey.