Equities Analysts Offer Predictions for Vericel Q4 Earnings

Vericel Corporation (NASDAQ:VCEL) – Equities researchers at HC Wainwright increased their Q4 2026 earnings per share (EPS) estimates for shares of Vericel in a note issued to investors on Friday, February 27th. HC Wainwright analyst S. Ramakanth now anticipates that the biotechnology company will earn $0.43 per share for the quarter, up from their previous estimate of $0.40. HC Wainwright currently has a “Buy” rating and a $64.00 target price on the stock. The consensus estimate for Vericel’s current full-year earnings is $0.14 per share. HC Wainwright also issued estimates for Vericel’s FY2030 earnings at $2.09 EPS.

Vericel (NASDAQ:VCEL) last posted its earnings results on Thursday, February 26th. The biotechnology company reported $0.45 earnings per share (EPS) for the quarter, meeting analysts’ consensus estimates of $0.45. The company had revenue of $92.92 million during the quarter, compared to analysts’ expectations of $92.66 million. Vericel had a net margin of 5.98% and a return on equity of 5.17%. Vericel’s quarterly revenue was up 23.3% compared to the same quarter last year. During the same quarter in the previous year, the company posted $0.38 earnings per share.

A number of other research firms also recently weighed in on VCEL. Zacks Research downgraded shares of Vericel from a “strong-buy” rating to a “hold” rating in a research note on Wednesday, November 12th. Wall Street Zen raised shares of Vericel from a “hold” rating to a “buy” rating in a report on Sunday, January 25th. Truist Financial cut their price target on Vericel from $50.00 to $45.00 and set a “buy” rating on the stock in a research note on Thursday, December 18th. Finally, Weiss Ratings reaffirmed a “hold (c-)” rating on shares of Vericel in a research note on Monday, December 29th. Four research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. According to data from MarketBeat, Vericel presently has an average rating of “Moderate Buy” and a consensus price target of $58.50.

Vericel Stock Performance

Shares of VCEL opened at $35.68 on Monday. The business’s fifty day moving average price is $37.11 and its two-hundred day moving average price is $36.12. The firm has a market capitalization of $1.81 billion, a price-to-earnings ratio of 115.10 and a beta of 1.22. Vericel has a 52 week low of $29.24 and a 52 week high of $52.06.

Hedge Funds Weigh In On Vericel

Several hedge funds have recently modified their holdings of VCEL. Russell Investments Group Ltd. grew its stake in shares of Vericel by 38.4% in the second quarter. Russell Investments Group Ltd. now owns 118,856 shares of the biotechnology company’s stock valued at $5,057,000 after buying an additional 32,976 shares in the last quarter. Frontier Capital Management Co. LLC raised its position in Vericel by 74.3% during the second quarter. Frontier Capital Management Co. LLC now owns 398,960 shares of the biotechnology company’s stock worth $16,976,000 after acquiring an additional 170,006 shares in the last quarter. GSA Capital Partners LLP lifted its stake in Vericel by 174.0% in the third quarter. GSA Capital Partners LLP now owns 64,387 shares of the biotechnology company’s stock valued at $2,026,000 after acquiring an additional 40,892 shares during the last quarter. Aberdeen Group plc grew its position in shares of Vericel by 159.5% in the 3rd quarter. Aberdeen Group plc now owns 542,866 shares of the biotechnology company’s stock valued at $17,084,000 after acquiring an additional 333,649 shares during the period. Finally, Summit Creek Advisors LLC grew its position in shares of Vericel by 35.1% in the 3rd quarter. Summit Creek Advisors LLC now owns 531,603 shares of the biotechnology company’s stock valued at $16,730,000 after acquiring an additional 138,124 shares during the period.

Trending Headlines about Vericel

Here are the key news stories impacting Vericel this week:

• Positive Sentiment: Q4 results showed strong growth: revenue $92.9M (+23% YoY), MACI revenue +23%, record Q4 gross margin of 79%, net income and adjusted EBITDA up materially — evidence of profitable top-line momentum and cash build. Vericel Reports Fourth Quarter and Full-Year 2025 Financial Results
• Positive Sentiment: Analyst upgrade/target lift: HC Wainwright raised its price target to $64 and maintained a Buy rating — a significant upside to street levels that can support longer-term investor confidence. Benzinga
• Neutral Sentiment: 2026 revenue guidance of $316–$326M (MACI $280–$286M) is roughly in line with consensus, signaling continued growth but little upside surprise in the near term. Vericel Reports Fourth Quarter and Full-Year 2025 Financial Results
• Neutral Sentiment: Full earnings call and transcripts are available for color on commercialization progress (MACI Arthro traction, surgeon training) — useful for judging execution vs. guidance. Earnings Call Transcript Earnings Highlights
• Negative Sentiment: Investors reacted to margin and cost dynamics: management guided gross margin down to ~75% for 2026 (from a 79% Q4 peak) and operating expenses rose meaningfully due to headcount and Burlington facility startup — raising near-term execution and profitability uncertainty. Vericel Reports Fourth Quarter and Full-Year 2025 Financial Results
• Negative Sentiment: Notable insider selling reported in recent months and continued operating/risk disclosures (manufacturing qualification timing, regulatory approvals) may amplify short-term selling pressure. Quiver Quant summary

About Vericel

Vericel Corporation is a biotechnology company specializing in the development, manufacturing and commercialization of cell-based therapies for patients with severe diseases and conditions. The company’s expertise lies in regenerative medicine, where it harnesses the power of autologous cell processing to create products designed to restore function and promote healing in damaged tissues.

Vericel currently markets two FDA-approved therapies. MACI® (autologous cultured chondrocytes on porcine collagen membrane) is indicated for the repair of symptomatic cartilage defects of the knee in adult patients.