Cerus Corporation (CH:CU2)
NASDAQ:CU2
CU2 Stock Chart & Stats
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Bulls Say, Bears Say
Bulls Say
Recurring Consumables Driving RevenueCerus’s business model centers on single‑use INTERCEPT kits and consumables that generate recurring revenue tied to procedure volumes. Sustained kit volume growth and raised guidance indicate durable top‑line expansion and predictable repeat demand supporting long‑term revenue visibility.
IFC/ISC Conversion MomentumRapid IFC/ISC adoption and conversion from finished therapeutics to kit sales suggest a structural shift in product mix toward higher recurring kit revenue. Early traction and rising therapeutic dose equivalents imply scaling adoption, improving lifetime customer value and future installed base monetization.
Improved Leverage And Cash RunwayMaterial debt reduction and a healthy cash balance enhance financial flexibility and reduce refinancing risk. Improved leverage (debt/equity ~0.95x) provides runway for regulatory launches and commercial expansion, lowering capital structure risk during product commercialization cycles.
Bears Say
Gross Margin CompressionSustained margin pressure from inflation, shipping costs, tariffs and FX can permanently depress unit economics on consumables and impair operating leverage. If low‑fifties gross margins persist, it will take larger volume gains or price recovery to translate revenue growth into durable profitability.
Still Negative Free Cash Flow And GAAP LossesAlthough cash generation has improved, recent FCF turned slightly negative and GAAP losses persist. Continued reliance on cash to build inventory or fund commercialization limits ability to self‑fund growth and increases sensitivity to financing markets until sustained positive FCF is achieved.
Geographic Revenue ConcentrationHeavy dependence on North American demand concentrates commercial risk (reimbursement, group purchasing, regional logistics). While NA growth is strong, limited geographic diversification exposes Cerus to policy, supply chain or payer changes that could disproportionately impact revenues.
Cerus News
CU2 FAQ
What was Cerus Corporation’s price range in the past 12 months?
Currently, no data Available
What is Cerus Corporation’s market cap?
Currently, no data Available
When is Cerus Corporation’s upcoming earnings report date?
Cerus Corporation’s upcoming earnings report date is Jul 30, 2026 which is in 51 days.
How were Cerus Corporation’s earnings last quarter?
Cerus Corporation released its earnings results on Apr 30, 2026. The company reported -$0.008 earnings per share for the quarter, beating the consensus estimate of -$0.031 by $0.023.
Is Cerus Corporation overvalued?
According to Wall Street analysts Cerus Corporation’s price is currently Undervalued.
Does Cerus Corporation pay dividends?
Cerus Corporation does not currently pay dividends.
What is Cerus Corporation’s EPS estimate?
Cerus Corporation’s EPS estimate is -0.01.
How many shares outstanding does Cerus Corporation have?
Currently, no data Available
What happened to Cerus Corporation’s price movement after its last earnings report?
Cerus Corporation reported an EPS of -$0.008 in its last earnings report, beating expectations of -$0.031. Following the earnings report the stock price went same N/A.
Which hedge fund is a major shareholder of Cerus Corporation?
Currently, no hedge funds are holding shares in CH:CU2
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
Cerus Stock Smart Score
Neutral
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Analyst Consensus
Strong Buy
Average Price Target:
$3.55 (― Downside)
$3.55 (― Downside)
Insider Transactions
Sold Shares
Worth CHF159.1K over
the Last 3 Months
the Last 3 Months
Technicals
SMA
Positive
20 days / 200 days
Momentum
96.37%
12-Months-Change
Fundamentals
Return on Equity
-15.36%
Trailing 12-Months
Asset Growth
7.80%
Trailing 12-Months
Company Description
Cerus Corporation
Cerus Corporation operates as a biotechnology firm dedicated to advancing and marketing the INTERCEPT Blood System. This proprietary technology significantly enhances the safety of transfusable blood components by neutralizing biological threats, thereby reducing the risk of blood-borne pathogens. The company's product line includes INTERCEPT systems specifically engineered to deactivate pathogens in donated platelets and plasma. It also offers a dedicated INTERCEPT Blood System for the inactivation of harmful agents in red blood cell components. Furthermore, Cerus markets an INTERCEPT Blood System for Cryoprecipitation, which leverages its plasma technology to produce two key pathogen-reduced blood products: a cryoprecipitated fibrinogen complex for treating and controlling bleeding, particularly massive hemorrhages stemming from fibrinogen deficiency, and pathogen-reduced, cryoprecipitate-reduced plasma. Cerus distributes these platelet and plasma systems globally through a combination of its direct sales force and an extensive network of distributors, reaching markets in North America, Europe, the Commonwealth of Independent States, the Middle East, and Latin America. Established in 1991, Cerus Corporation maintains its corporate headquarters in Concord, California.
CU2 Earnings Call
Q1 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call presented multiple clear commercial and operational positives: strong Q1 top-line performance (24% product revenue growth), raised full-year guidance, robust IFC/platelet momentum, continued positive adjusted EBITDA, disciplined operating expense control, and advancing regulatory/product milestones (illuminator PMA submission and RBC trial readout). Offsetting these positives are persistent margin headwinds (gross margin down to 52%), macro pressures (inflation, tariffs, FX), regional logistical risks (Middle East), working capital-driven cash use, and timing uncertainty around the red blood cell CE Mark and the lumpy nature of IFC rollout. On balance, the highlights—notably recurring revenue growth, improved profitability trends, and strengthened guidance—outweigh the lowlights, though management cautions about margin and timing risks.View all CH:CU2 earnings summariesCU2 Stock 12 Month Forecast
Average Price Target
$3.55
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