Cerus Corp. (CERS)
NASDAQHealth CareMedical - DevicesSnapshot 2026-11-05
NASDAQHealth CareMedical - DevicesSnapshot 2026-11-05
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.
Reiterating Full-Year 2026 Product Revenue Guidance The Company continues to expect full-year 2026 product revenue to be in the range of $229 million to $231 million, reflecting growth of 11% to 12%…
Stated in 3 of 3 supplied quarters. Management reported: “Reiterating Full-Year 2026 Product Revenue Guidance The Company continues to expect full-year 2026 product revenue to be in the range of $229 million to $231 million, reflecting growth of 11% to 12% from 2025.” “• Achieved third-quarter 2026 product revenue of $57.7 million representing 10% growth compared to the prior year period.”
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 2 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=13498).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Reiterating Full-Year 2026 Product Revenue Guidance The Company continues to expect full-year 2026 product revenue to be in the range of $229 million to $231 million, reflecting growth of 11% to 12%…”
“Narrowing And Raising Low End of 2026 Product Revenue Guidance 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 1…”
“Raising 2026 Product Revenue Guidance The Company now expects full-year 2026 product revenue to be in the range of $227 million to $231 million, reflecting growth of 10% to 12% from 2025.”
Included in this range is full-year 2026 IFC revenue guidance of $23 million to $25 million.
Stated in 3 of 3 supplied quarters. Management reported: “Third quarter U.S. IFC sales totaled $5.6 million, up from $3.9 million in the prior year period.” “Included in this range is full-year 2026 IFC revenue guidance of $23 million to $25 million.”
“Included in this range is full-year 2026 IFC revenue guidance of $23 million to $25 million.”
“Included in this range is increased full-year 2026 IFC revenue guidance of $23 million to $25 million.”
“Included in this range is full-year 2026 IFC revenue guidance between $22 million to $24 million.”
• Announced positive topline results from the Phase 3 RedeS trial of the INTERCEPT Blood System for red blood cells.
Stated in 3 of 3 supplied quarters. Management reported: “• Announced positive topline results from the Phase 3 RedeS trial of the INTERCEPT Blood System for red blood cells.” “• Submitted PMA for the INTERCEPT Blood System for Platelets with INT200 Illuminator, the Company’s next generation LED-based illumination device, to the FDA as planned.”
“• Announced positive topline results from the Phase 3 RedeS trial of the INTERCEPT Blood System for red blood cells.”
“• Submitted PMA for the INTERCEPT Blood System for Platelets with INT200 Illuminator, the Company’s next generation LED-based illumination device, to the FDA as planned.”
“Looking ahead, we have a meaningful catalyst path in 2026, spanning anticipated regulatory, clinical, and pipeline milestones, including ongoing INTERCEPT RBC regulatory review in Europe, the Phase 3…”
Non-GAAP Adjusted EBITDA 2 Non-GAAP adjusted EBITDA for the third quarter of 2026 was positive $5.7 million, compared to non-GAAP adjusted EBITDA of positive $5.0 million for the same period of the p…
Stated in 3 of 3 supplied quarters. Management reported: “Non-GAAP Adjusted EBITDA 2 Non-GAAP adjusted EBITDA for the third quarter of 2026 was positive $5.7 million, compared to non-GAAP adjusted EBITDA of positive $5.0 million for the same period of the prior year.” “Net Loss Attributable to Cerus Corporation Net loss attributable to Cerus Corporation for the third quarter of 2026 was $0.6 million, or $0.00 per basic and diluted share, compared to a net loss attributable to Cerus Corporation of $0.02 million, or $0.00 per basic and diluted share, for the same period of the prior year.”
“Non-GAAP Adjusted EBITDA 2 Non-GAAP adjusted EBITDA for the third quarter of 2026 was positive $5.7 million, compared to non-GAAP adjusted EBITDA of positive $5.0 million for the same period of the p…”
“Non-GAAP Adjusted EBITDA Non-GAAP adjusted EBITDA for the second quarter of 2026 was positive $3.0 million, compared to non-GAAP adjusted EBITDA of positive $0.9 million for the same period of the pr…”
“Non-GAAP Adjusted EBITDA 2 Non-GAAP adjusted EBITDA for the first quarter of 2026 was $4.0 million, compared to non-GAAP adjusted EBITDA of $0.2 million for the same period of the prior year.”
Control total operating expenses with focus on reducing R&D and managing SG&A costs to improve profitability.
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 46% of the time over the next year (vs 44% for the rest of the cohort, n=13229).
Not investment advice. As of 2026-11-05.