VERICEL CORP.

Vericel shares rose to a 52-week high of $48.41, bringing the market capitalization to about $2.44 billion. InvestingPro rates the stock as undervalued at the current level. Vericel reported robust Q1 2026 results with an EPS of -$0.12 (better than expected) and revenue of $68.4 million, drawing analyst attention and boosting investor sentiment. » Altro su de.investing.com

Soleus Capital disclosed a purchase of 1,785,079 Vericel shares in Q1, an estimated $63.4 million trade that leaves Vericel representing 3.32% of Soleus's 13F AUM. Vericel reported Q2 revenue of $63.2 million, up 20% year over year, driven by 21% growth in MACI; gross margin expanded to 74% and adjusted EBITDA rose to $13.4 million. The company ended the quarter with about $164 million in cash and investments, no debt, and received FDA clearance to begin a Phase 3 MACI study for ankle cartilage defects. » Altro su finance.yahoo.com

Vericel reported Q1 revenue of $68.4 million (+30% year-over-year), beating expectations. Growth was driven mainly by MACI ($56.4 million, +22%) and burns care ($12.0 million, +91%); adjusted EBITDA rose to $9.6 million. The company generated free cash flow of $15.1 million, is debt-free and holds about $211 million in cash and investments. Due to strong momentum, Vericel raised its 2026 revenue guidance to $326–336 million and reaffirmed its margin and EBITDA targets. » Altro su de.investing.com

At the Leerink conference, Vericel presented solid results for 2025 with a 23% revenue increase in the fourth quarter, driven by MACI and burn care, and cash of $200 million. The company expanded its commercial footprint by 30%, received FDA approval for a new MACI manufacturing facility, and trained about 1,000 surgeons ahead of the MACI Arthro launch. For 2026, Vericel expects MACI growth in the upper‑teens percentage range, plans price increases in the mid‑to‑high single-digit percentage range, and is evaluating expansion, particularly into the UK; it cited maintaining growth momentum and cost management as risks. » Altro su de.investing.com

At the TD Cowen conference Vericel reported total growth of 23% in 2025, driven by a 23% increase in MACI revenue and a 25% rise in the burn care segment. Gross margin was 79% in Q4 (74% for the year) and EBITDA was 40% for the quarter; the company achieved GAAP profitability for two consecutive years. The FDA has approved a new manufacturing facility in Burlington, Vericel is introducing MACI Arthro and is targeting 20% MACI growth for 2026; a potential BARDA agreement for NexoBrid is under consideration. » Altro su de.investing.com