Vericel Corporation

Vericel Corporation

VCELยทNASDAQ

$35.69

+2.7%
HealthcareBiotechnology

Vericel Corporation, a commercial-stage biopharmaceutical company, engages in the research, development, manufacture, and distribution of cellular therapies for sports medicine and severe burn care markets in the United States. The company markets autologous cell therapy products comprising MACI, an autologous cellularized scaffold product for the repair of symptomatic, and single or multiple full-thickness cartilage defects of the knee; and Epicel, a permanent skin replacement humanitarian use device for the treatment of adult and pediatric patients with deep-dermal or full-thickness burns. Its preapproval stage product is NexoBrid, a registration-stage biological orphan product for eschar removal in adults with deep partial-thickness and/or full-thickness thermal burns. The company was formerly known as Aastrom Biosciences, Inc. Vericel Corporation was incorporated in 1989 and is headquartered in Cambridge, Massachusetts.

At a Glance

Live Snapshot
Market Cap$1.82B
EPS0.3300
P/E Ratio108.15
Earnings Date07/30/2026
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Vericel Corporation Street Expectations Map

VCEL ยท NASDAQ

Wall Street analysts project that VCEL stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 52.67, with estimates ranging from a low of 42.00 to a high of 70.00.

Lowest Target
42.00
17.68%
Consensus Target
52.67
47.58%
Highest Target
70.00
96.13%

The consensus 1-year price target stands at 52.67, with estimates ranging from a low of 42.00 to a high of 70.00.

Analyst Consensus Analysis

Upside Potential

+47.6%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

53.2% spread

Mixed analyst views. Wide target range suggests differing opinions on key value drivers, growth prospects, or risk factors.

Analyst Conviction

Low

Bearish or uncertain outlook. Limited upside or poor consensus suggests challenges ahead or fundamental concerns.

Market Sentiment Insight

High risk, high reward: Substantial upside potential exists, but wide analyst disagreement signals execution risk or unclear catalysts. Thorough due diligence essential before committing capital.

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Vericel Corporation Forward Estimates of Revenue

VCEL ยท NASDAQ
Latest Revenue
276.26M
FY 2025
Avg Estimate
324.96M
FY 2026
Estimate Range
323.91M - 326.30M
Analyst Spread

Forward Growth Analysis

Projected Growth+17.6%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Vericel Corporation Forward Estimates of Net Income

VCEL ยท NASDAQ
Latest Net Income
16.52M
FY 2025
Avg Estimate
31.39M
FY 2026
Estimate Range
24.56M - 46.18M
Analyst Spread

Forward Growth Analysis

Projected Growth+90.0%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread69%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

High forecast uncertainty: Wide estimate range indicates analysts struggling to predict outcomesโ€”suggests elevated risk and potential volatility.

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Vericel Corporation Forward Estimates of EPS

VCEL ยท NASDAQ
Latest EPS
0.33
FY 2025
Avg Estimate
$0.57
FY 2026
Estimate Range
$0.48 - $0.89
Analyst Spread

Forward Growth Analysis

Projected Growth+72.8%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread73%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

High forecast uncertainty: Wide estimate range indicates analysts struggling to predict outcomesโ€”suggests elevated risk and potential volatility.

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Vericel Corporation Forward Estimates of EBIT

VCEL ยท NASDAQ
Latest EBIT
18.93M
FY 2025
Avg Estimate
-5.27M
FY 2026
Estimate Range
-5.29M - -5.25M
Analyst Spread

Forward Growth Analysis

Projected Growth-127.8%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Vericel Corporation Forward Estimates of EBITDA

VCEL ยท NASDAQ
Latest EBITDA
30.29M
FY 2025
Avg Estimate
1.82M
FY 2026
Estimate Range
1.81M - 1.83M
Analyst Spread

Forward Growth Analysis

Projected Growth-94.0%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Vericel Corporation Forward Estimates of SG&A Expense

VCEL ยท NASDAQ
Latest SG&A Expense
166.99M
FY 2025
Avg Estimate
197.84M
FY 2026
Estimate Range
197.21M - 198.66M
Analyst Spread

Forward Growth Analysis

Projected Growth+18.5%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Vericel Corporation Insider Positioning

VCEL ยท NASDAQ

During the last 12 months, insiders have purchased $123K and sold $2.85M worth of VCEL shares, resulting in $2.73M of net selling activity.

3 Months

Bought

0

0.00

Sold

38.7K

1.35M

Net Activity

-1.3M

-$1.35M

3-6 Months

Bought

0

0.00

Sold

23.4K

870.55K

Net Activity

-871K

-$871K

6-9 Months

Bought

7.4K

122.58K

Sold

16.3K

631.05K

Net Activity

-508K

-$508K

9-12 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

Top Buyers

1
HM

Halpin Michael

Officer: Chief Operating Officer

7.4K sharesโ€ข1 transactions

$123K

Top Sellers

1
MKF

Mclaughlin Kevin F

Director

17.5K sharesโ€ข3 transactions

$628K

2
HM

Halpin Michael

Officer: Chief Operating Officer

12.6K sharesโ€ข2 transactions

$512K

3
HH

Hagen Heidi

Director

15.0K sharesโ€ข1 transactions

$486K

4
HJM

Hopper Jonathan Mark

Officer: Chief Medical Officer

9.5K sharesโ€ข3 transactions

$339K

5
WPK

Wotton Paul K

Director

7.5K sharesโ€ข3 transactions

$272K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $2.73M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.04:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$1.35M

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

5 insider sellers vs. 1 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.