Cerus Corp. (CERS)
NASDAQHealth CareMedical - DevicesSnapshot 2026-09-04
$2.59+0.78%
Close 2026-09-04 · 1-day change
NASDAQHealth CareMedical - DevicesSnapshot 2026-09-04
QuarterlyIQ Insights · CERS
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Achieve full-year 2026 product revenue in the range of $229 million to $231 million, reflecting 11%-12% growth over 2025.
Stated as a priority in 3 of last 3 quarters. Product revenue guidance increased from $224-$228 million at 2025-Q4 to $229-$231 million at 2026-Q2, reflecting expected growth of 11%-12% over 2025. Actual product revenue grew 10% year-over-year in 2026-Q2 to $57.4 million. The trajectory is delivering consistent growth aligned with management's stated guidance.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Health Care names rated neutral grew net income 51% of the time over the next year (vs 41% for the rest of the cohort, n=13363).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“The Company now expects full-year 2026 product revenue to be in the range of $229 million to $231 million, reflecting growth of 11% to 12% from 2025.”
“We are raising our product revenue guidance for the year to $227 million to $231 million, reflecting 10% to 12% year-over-year increase.”
“The Company expects full-year 2026 product revenue to be in the range of $224 million to $228 million.”
Grow full-year 2026 IFC revenue to $23 million to $25 million, driving product revenue growth and patient access.
Stated in 2 of last 3 quarters. IFC sales increased from $3.0 million in 2025-Q1 to $6.7 million in 2026-Q2, nearly doubling year-over-year. Full-year 2026 IFC revenue guidance was raised to $23-$25 million, up 40%-50% year-over-year. The trajectory shows strong growth and management is delivering on this priority.
“Second quarter U.S. IFC sales totaled $6.7 million, up from $5.6 million in the prior year period.”
“First quarter U.S. IFC sales totaled $5.7 million, up from $3.0 million in the prior year period.”
Submit PMA for INTERCEPT Blood System for Platelets with INT200 Illuminator and anticipate FDA decision in early 2027.
Stated in 2 of last 3 quarters. Management submitted the PMA for the INT200 device in 2026-Q2 with an FDA decision expected in early 2027. This priority is progressing as planned with regulatory milestones on track.
“Submitted PMA for the INTERCEPT Blood System for Platelets with INT200 Illuminator, regulatory decision anticipated in early 2027.”
“Planned U.S. PMA submission for new INT200 illumination device anticipated in 2026.”
Control total operating expenses with focus on reducing R&D and managing SG&A costs to improve profitability.
Stated in 2 of last 3 quarters. Total operating expenses declined 7% year-over-year in both 2026-Q1 and 2026-Q2, driven by reduced R&D spending despite some SG&A increases. Management is delivering on cost discipline to improve operating efficiency.
“Total operating expenses for 2026-Q2 were $37.3 million, down 7% from $40.1 million in prior year period.”
“Total operating expenses for 2026-Q1 were $34.5 million, down 7% from $36.9 million in prior year period.”
Reduce net loss and achieve positive adjusted EBITDA through revenue growth and expense management.
Stated in 2 of last 3 quarters. Net loss improved from $5.7 million in 2025-Q2 to $2.9 million in 2026-Q2, while adjusted EBITDA increased from $0.9 million to $3.0 million in the same period. The trajectory shows progress toward improved profitability consistent with management's statements.
“Net loss was $2.9 million in 2026-Q2, improved from $5.7 million in 2025-Q2; adjusted EBITDA positive $3.0 million.”
“Net loss was $1.6 million in 2026-Q1, improved from $7.7 million in 2025-Q1; adjusted EBITDA positive $4.0 million.”
Over the trailing year it converted 0.84x of net income into operating cash flow.
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
12 material management or governance events in the past 24 months, led by executive changes. Historically, Health Care names rated neutral grew net income 53% of the time over the next year (vs 49% for the rest of the cohort, n=5275).
Not investment advice. As of 2026-09-04.