SEER Seer, Inc.

NEUTRAL Impact: 5/10 PRESS-RELEASE
Horizon weeks Filed May 21, 2026 Processed 24d 13h ago Wire GlobeNewswire
Press release: m_and_a
Latest settled — T+5d ⚠ clustered
SEER ▲ +5.03% at T+5d
NEUTRAL call ✓ call won +5.03% · α vs SPY +3.37% · entry $1.79 → $1.88
Next anchor: T+20d in 7d
Last close $1.72 (close Jun 12) · -3.91% from $1.79 entry
Entry anchored
May 21, 2026
via day open
T+1d
+4.47%
call +4.47% · α +3.88%
$1.87
settled 24d ago
T+5d
+5.03%
call +5.03% · α +3.37%
$1.88
settled 17d ago
T+20d
call — · α —
in 7d
T+60d
call — · α —
in 2mo

Price Chart

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Executive Summary

Seer's Board unanimously rejected a revised $2.40/share cash-plus-CVR takeover proposal from the Radoff-JEC Group, calling it inadequate and below the company's cash value. The rejection signals management's confidence in standalone prospects but risks a proxy fight at the upcoming annual meeting.

Actionable Insight

The rejection sets up a likely proxy contest at the June annual meeting. Monitor Seer's definitive proxy for dissident director nominations and Radoff-JEC's next move—potential tender offer or shareholder vote on board change. Stock may trade at a discount to cash value until resolution.

Key Facts

  • Board unanimously rejected revised $2.40/share cash-plus-CVR proposal from Radoff-JEC Group
  • Proposal implies equity value below Seer's cash, cash equivalents, and investments
  • Seer filed preliminary proxy statement on May 18, 2026 for annual meeting
  • Perella Weinberg Partners serving as financial advisor; Wilson Sonsini as legal counsel
  • This is the third rejection of Radoff-JEC Group proposals since April 2026

Financial Impact

Proposal at $2.40/share implies ~$92M equity value (based on ~38.3M shares outstanding), but Board states this is below cash holdings; no deal value disclosed

share pricecash position

Risk Factors

  • Proxy fight could distract management and create uncertainty
  • Shareholders may pressure Board to engage if stock continues to trade below cash value
  • Radoff-JEC could launch a hostile tender offer directly to shareholders

Market Snapshot

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

Documents Analyzed

This report is based on 1 press release from GlobeNewswire.

DocumentAccession Number
PRESS-RELEASE Data (Synthetic)press-3299758
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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