SEER Seer, Inc.

NEUTRAL Impact: 5/10 8-K
Horizon weeks Filed May 22, 2026 Processed 23d 21h ago SEC 0001193125-26-235517
8-K context-dependent: Items 8.01
Latest settled — T+5d ⚠ clustered
SEER ▲ +5.03% at T+5d
NEUTRAL call ✓ call won +5.03% · α vs SPY +3.35% · entry $1.79 → $1.88
Next anchor: T+20d in 8d
Last close $1.72 (close Jun 12) · -3.91% from $1.79 entry
Entry anchored
May 21, 03:59 PM ET
via Databento tick
T+1d
+4.47%
call +4.47% · α +3.88%
$1.87
settled 20d ago
T+5d
+5.03%
call +5.03% · α +3.35%
$1.88
settled 14d ago
T+20d
call — · α —
in 8d
T+60d
call — · α —
in 2mo

Price Chart

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Executive Summary

Seer's Board unanimously rejected a further revised unsolicited acquisition proposal from the Radoff-JEC Group at $2.40/share plus a contingent value right, calling it materially the same as the prior rejected proposal and below the company's cash and investments. The rejection signals the board's view that the offer significantly undervalues the company, but the ongoing activist pressure and lack of a higher bid create uncertainty.

Actionable Insight

The rejection maintains the status quo but keeps activist pressure alive. Monitor for any revised offer, proxy fight escalation, or the upcoming annual meeting (preliminary proxy filed May 18). The stock may trade near cash value until a clearer catalyst emerges.

Key Facts

  • Board unanimously rejected the May 14 revised unsolicited proposal from Radoff-JEC Group at $2.40/share plus a contingent value right.
  • Board determined the proposal significantly undervalues Seer and fails to reflect long-term growth prospects.
  • Proposal implies an equity value meaningfully below the sum of Seer's current cash, cash equivalents and investments.
  • This is the third rejected proposal from the Radoff-JEC Group; the prior rejection was on April 27, 2026.
  • Perella Weinberg Partners is financial advisor; Wilson Sonsini Goodrich & Rosati is legal counsel.

Financial Impact

Proposal at $2.40/share; board states it implies equity value below cash and investments. No specific cash/investment figure provided in filing.

equity valuecash and investments

Risk Factors

  • Activist group may escalate with a tender offer or proxy contest.
  • No competing bids or strategic alternatives announced.
  • Stock may continue to trade below cash value if no deal materializes.

Market Snapshot

Exchange
Nasdaq
Sector
Laboratory Analytical Instruments
Analyst Consensus
86% bullish (7 analysts)

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001193125-26-235517
Document: ck0001726445-ex99_1.htm0001193125-26-235517
Document: 0001193125-26-235517-index-headers.html0001193125-26-235517
Document: 0001193125-26-235517-index.html0001193125-26-235517
Document: 0001193125-26-235517.txt0001193125-26-235517
20 reports for SEER
Performance horizon
33% Hit rate 2 of 6 directional calls best @ T+5▲ +9.04%May 21, 2026
Filters
Rows
Reports for SEER — sortable, filterable
Type Now
Jun 11, 2026
4d ago
DEFA14A
BULLISH ★ 6/10
$1.70 awaiting T+1awaiting T+1$1.72 (+1.18%)
Jun 9, 2026
5d ago
DFAN14A
BULLISH ★ 7/10
$1.70 awaiting T+1awaiting T+1$1.72 (+1.47%)
Jun 3, 2026
11d ago
DEFA14A
MIXED ★ 6/10
$1.85 $1.79▼ −3.24%▼ −0.65%$1.72 (−7.03%)
Jun 3, 2026
11d ago
DEFA14A
MIXED ★ 6/10
$1.85 $1.79▼ −3.24%▼ −0.67%$1.72 (−7.03%)
May 27, 2026
18d ago
DFAN14A
BULLISH ★ 7/10
$1.93 $1.87▼ −3.11%▼ −3.35%$1.72 (−10.88%)
May 22, 2026
23d ago
DEFA14A
BEARISH ★ 6/10
$1.79 $1.87▼ −4.47%▼ −3.88%$1.72 (+3.91%)
May 22, 2026
23d ago
DEFA14A
BEARISH ★ 6/10
$1.79 $1.87▼ −4.47%▼ −3.88%$1.72 (+3.91%)
May 22, 2026
23d ago
8-K
NEUTRAL ★ 5/10
$1.79 $1.87▲ +4.47%▲ +3.88%$1.72 (−3.91%)
May 21, 2026
24d ago
Press Release
NEUTRAL ★ 5/10
$1.79 $1.87▲ +4.47%▲ +3.88%$1.72 (−3.91%)
May 21, 2026
24d ago
PREC14A
BULLISH ★ 6/10
$1.77 $1.79▲ +1.13%▲ +0.68%$1.72 (−2.82%)
Showing 10 of 20

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