Cerus Corporation

Cerus Corporation

CERSยทNASDAQ

$2.66

-6.3%
HealthcareMedical - Devices

Cerus Corporation operates as a biomedical products company. The company focuses on developing and commercializing the INTERCEPT Blood System to enhance blood safety. Its INTERCEPT Blood System, a proprietary technology for controlling biological replication that is designed to reduce blood-borne pathogens in donated blood components intended for transfusion. The company offers INTERCEPT Blood Systems for platelets and plasma, which is designed to inactivate blood-borne pathogens in platelets and plasma donated for transfusion; INTERCEPT Blood System for red blood cells to inactivate blood-borne pathogens in red blood cells donated for transfusion; and INTERCEPT Blood System for Cryoprecipitation that uses its plasma system to produce pathogen reduced cryoprecipitated fibrinogen complex for the treatment and control of bleeding, including massive hemorrhage associated with fibrinogen deficiency, as well as pathogen reduced plasma, cryoprecipitate reduced. It sells platelet and plasma systems through its direct sales force and distributors in the United States, Europe, the Commonwealth of Independent States, the Middle East, Latin America, and internationally. The company was incorporated in 1991 and is headquartered in Concord, California.

At a Glance

Live Snapshot
Market Cap$532.98M
EPS-0.0820
P/E Ratio-32.44
Earnings Date08/04/2026
cers

Cerus Corporation Street Expectations Map

CERS ยท NASDAQ

Wall Street analysts project that CERS stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 4.00, with estimates ranging from a low of 4.00 to a high of 4.00.

Lowest Target
4.00
50.38%
Consensus Target
4.00
50.38%
Highest Target
4.00
50.38%

The consensus 1-year price target stands at 4.00, with estimates ranging from a low of 4.00 to a high of 4.00.

Analyst Consensus Analysis

Upside Potential

+50.4%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

0.0% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Analyst Conviction

Very High

Strong buy conviction: High upside with tight consensus suggests compelling investment opportunity backed by analyst confidence.

Market Sentiment Insight

Rare opportunity: Exceptional upside potential with strong analyst consensus creates a compelling setup. The combination of significant price target premium and tight agreement suggests high-conviction undervaluation that may attract institutional capital.

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Cerus Corporation Forward Estimates of Revenue

CERS ยท NASDAQ
Latest Revenue
206.13M
FY 2025
Avg Estimate
250.00M
FY 2026
Estimate Range
239.09M - 268.60M
Analyst Spread

Forward Growth Analysis

Projected Growth+21.3%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread12%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Cerus Corporation Forward Estimates of Net Income

CERS ยท NASDAQ
Latest Net Income
-15.63M
FY 2025
Avg Estimate
-7.88M
FY 2026
Estimate Range
-8.64M - -5.76M
Analyst Spread

Forward Growth Analysis

Projected Growth+49.6%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread37%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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Cerus Corporation Forward Estimates of EPS

CERS ยท NASDAQ
Latest EPS
-0.08
FY 2025
Avg Estimate
$-0.04
FY 2026
Estimate Range
$-0.05 - $-0.03
Analyst Spread

Forward Growth Analysis

Projected Growth+52.4%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread40%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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Cerus Corporation Forward Estimates of EBIT

CERS ยท NASDAQ
Latest EBIT
-36.35M
FY 2025
Avg Estimate
-72.95M
FY 2026
Estimate Range
-78.38M - -69.77M
Analyst Spread

Forward Growth Analysis

Projected Growth-100.7%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread12%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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Cerus Corporation Forward Estimates of EBITDA

CERS ยท NASDAQ
Latest EBITDA
-34.35M
FY 2025
Avg Estimate
-67.06M
FY 2026
Estimate Range
-72.05M - -64.13M
Analyst Spread

Forward Growth Analysis

Projected Growth-95.2%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread12%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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Cerus Corporation Forward Estimates of SG&A Expense

CERS ยท NASDAQ
Latest SG&A Expense
80.91M
FY 2025
Avg Estimate
138.42M
FY 2026
Estimate Range
132.38M - 148.72M
Analyst Spread

Forward Growth Analysis

Projected Growth+71.1%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread12%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Cerus Corporation Insider Positioning

CERS ยท NASDAQ

During the last 12 months, insiders have purchased $31K and sold $2.42M worth of CERS shares, resulting in $2.39M of net selling activity.

3 Months

Bought

0

0.00

Sold

1.1M

1.96M

Net Activity

-2.0M

-$1.96M

3-6 Months

Bought

0

0.00

Sold

177.7K

366.50K

Net Activity

-367K

-$367K

6-9 Months

Bought

0

0.00

Sold

55.0K

93.50K

Net Activity

-94K

-$94K

9-12 Months

Bought

25.0K

31.25K

Sold

0

0.00

Net Activity

+31K

+$31K

Top Buyers

1
GDA

Gregory Dean A.

Director

25.0K sharesโ€ข1 transactions

$31K

Top Sellers

1
GWM

Greenman William Mariner

Director, Officer: President And Ceo

525.9K sharesโ€ข2 transactions

$899K

2
BRJ

Benjamin Richard J

Officer: Chief Medical Officer

288.9K sharesโ€ข5 transactions

$546K

3
JVK

Jayaraman Vivek K

Officer: Chief Operating Officer

232.6K sharesโ€ข4 transactions

$442K

4
GKD

Green Kevin Dennis

Officer: Chief Financial Officer

210.6K sharesโ€ข3 transactions

$381K

5
JC

Jensen Chrystal

Officer: Chief Legal Officer

85.8K sharesโ€ข2 transactions

$155K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $2.39M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.01:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$1.96M

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

5 insider sellers vs. 1 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.