Stock Markets May 21, 2026 05:23 PM

Seer Shares Drop After Board Rejects Revised Buyout Offer

Board says $2.40-per-share proposal undervalues proteomics firm and mirrors an earlier bid

By Marcus Reed SEER

Seer Inc. shares declined 2.3% in after-hours trading following a unanimous board decision to reject a revised unsolicited acquisition proposal submitted on May 14, 2026. The offer, from Bradley L. Radoff, Michael Torok and certain affiliates associated with the Radoff-JEC Group, proposed $2.40 per share in cash plus a contingent value right. Seer’s board concluded the proposal materially undervalues the company and noted it is largely unchanged from a prior April 27, 2026 bid.

Seer Shares Drop After Board Rejects Revised Buyout Offer
SEER

Key Points

  • Seer shares dropped 2.3% in after-hours trading after the board rejected a May 14, 2026 unsolicited takeover proposal.
  • The May 14 proposal from Bradley L. Radoff, Michael Torok and certain affiliates offered $2.40 per share in cash plus a contingent value right to acquire all outstanding Class A common stock.
  • Seer’s board said the revised proposal materially undervalues the company and is largely unchanged from an April 27, 2026 offer; Perella Weinberg Partners LP and Wilson Sonsini Goodrich & Rosati advised Seer.

Seer Inc. (NASDAQ:SEER) saw its stock fall 2.3% in after-hours trading on Thursday after the company’s board unanimously rejected a revised unsolicited takeover proposal submitted on May 14, 2026.

The proposal, put forward by Bradley L. Radoff and Michael Torok along with certain affiliates identified with the Radoff-JEC Group, sought to purchase all outstanding shares of Seer’s Class A common stock for $2.40 per share in cash plus a contingent value right.

Seer’s board determined the May 14 proposal significantly undervalues the company and does not reflect Seer’s long-term growth prospects. The company stated that the May 14 revised offer is materially the same as a prior proposal the board rejected on April 27, 2026.

In its announcement, Seer highlighted that the proposed terms imply an equity value substantially below the sum of the company’s current cash, cash equivalents and investments.

Seer, which provides proteomic insights, said it reviewed the revised proposal with the assistance of independent financial and legal advisors. The company named Perella Weinberg Partners LP as its financial advisor and Wilson Sonsini Goodrich & Rosati as its legal counsel.


Context and implications

The board’s unanimous rejection emphasizes a valuation gap between the bidder’s price and the board’s assessment of Seer’s intrinsic value based on available liquid assets and growth prospects. The company’s statement underscores that the offer’s implied equity value sits meaningfully below Seer’s cash and investment holdings.

Following the announcement, shares moved lower in extended trading, reflecting investor reaction to the board’s assessment and the terms of the revised bid.


Advisors

  • Seer financial advisor: Perella Weinberg Partners LP
  • Seer legal counsel: Wilson Sonsini Goodrich & Rosati

What the company said

Seer explicitly described the May 14 proposal as materially unchanged from the April 27, 2026 offer and reiterated the board’s view that the proposal undervalues the company and fails to capture its long-term prospects. The company also pointed to its cash, cash equivalents and investments as metrics that indicate the proposal’s implied equity value is meaningfully low.


Note: The article reports the company’s public statements and the terms of the revised proposal as provided in Seer’s announcement.

Risks

  • Valuation risk: The board concluded the $2.40-per-share offer significantly undervalues Seer relative to the company’s cash, cash equivalents and investments - affecting investor returns and market perception (impacts equity markets and healthcare/biotech sector).
  • Market reaction risk: The company’s rejection coincided with an after-hours share price decline, indicating potential for continued stock volatility in the short term (impacts equity traders and market liquidity).
  • Deal uncertainty: The revised proposal was described as materially the same as a prior offer, leaving uncertainty about whether future proposals or negotiations will emerge (impacts M&A activity and corporate strategy within the biotech sector).

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