VCEL Vericel Corp Ord

Vericel recently reported higher fiscal Q3 2025 revenue and reaffirmed its full-year guidance, emphasizing continued growth in its MACI product line despite rising operating expenses. Research firms like Truist Securities and Canaccord Genuity have reiterated positive ratings, indicating institutional confidence in Vericel's strategy. The investment narrative hinges on MACI's ability to drive revenue growth while the company manages increased costs related to manufacturing expansion and headcount.

Truist analyst Richard Newitter recently reduced the price target for Vericel Corporation (NASDAQ:VCEL) to $45 from $50, while reaffirming a Buy rating. This decision was part of a broader preview for the MedTech sector, following the company's strong fiscal Q3 2025 results which showed increased net revenue. Vericel, a developer of patient-specific cellular therapies like MACI and Epicel, also provided full-year revenue guidance of $272-$276 million and reaffirmed its profitability projections.

Truist Securities has lowered its target price for Vericel (VCEL) from $50.00 to $45.00 while maintaining a "Buy" rating. This 10% decrease comes after several fluctuations in target prices from various analysts in recent months. Despite the adjustment, the consensus among brokerage firms indicates an "Outperform" status for VCEL, with an average target price implying over 50% upside from its current trading price.

Osterweis Capital Management Inc. has acquired a new stake of 228,275 shares, valued at approximately $9.71 million, in Vericel Corporation ($VCEL) during the second quarter. This move makes Osterweis Capital Management the owner of 0.45% of Vericel. The biotechnology company recently surpassed earnings estimates and has received a "Moderate Buy" rating from analysts with an average price target of $58.75.

Paul Wotton, a Director at Vericel Corp (VCEL), sold 5,000 shares of the company on December 3, 2025, reducing his holdings to 25,602 shares. This transaction is part of a trend of insider selling at Vericel, with 19 insider sells and 0 insider buys over the past year. Vericel Corp, trading at $37.9, is considered modestly undervalued with a price-to-GF-Value ratio of 0.79.

Director Paul Wotton recently sold 5,000 shares of Vericel (VCEL) stock for $189,500, following positive Q3 financial results driven by strong MACI product line revenue. Despite some challenges like potential government shutdown impacts and reimbursement issues, Vericel's strategic initiatives for international expansion and MACI Ankle program position it for continued growth, earning it an "Outperform" rating from TipRanks’ AI Analyst, Spark, though its high P/E ratio suggests potential overvaluation.