Vericel stock rating reiterated as Neutral by BTIG on MACI Arthro outlook

Published 20/11/2025, 13:40
Vericel stock rating reiterated as Neutral by BTIG on MACI Arthro outlook

Investing.com - BTIG has reiterated its Neutral rating on Vericel Corporation (NASDAQ:VCEL) following a meeting with company management during a Boston area bus tour on Wednesday. The stock currently trades at $38.95, approximately 38% below its 52-week high of $63.

The research firm noted that Vericel recently delivered stronger-than-expected third-quarter results, with revenue growth driven by a combination of MACI, Epicel, and NexoBrid all performing better than anticipated, while MACI Arthro remains in the early launch phase. InvestingPro data shows Vericel achieved 14.05% revenue growth in the last twelve months, with total revenue reaching $258.72 million.

BTIG’s discussions with Vericel management primarily focused on MACI Arthro dynamics, which represents the company’s major growth driver into 2026. The firm had previously downgraded Vericel shares in September based on softer survey results relative to Street estimates for fiscal year 2026 and beyond.

Since BTIG’s September downgrade, MACI’s fiscal year 2026 growth projections have been reduced and now sit at approximately 19.1% year-over-year growth.

Despite Vericel seeing positive early indicators in the MACI Arthro launch, BTIG maintains its Neutral stance, believing upside remains limited relative to current Street estimates.

In other recent news, Vericel Corporation reported impressive third-quarter 2025 earnings, surpassing expectations. The company achieved an earnings per share (EPS) of $0.10, significantly outperforming the projected -$0.01. Revenue also exceeded forecasts, reaching $67.5 million compared to the anticipated $64.56 million. These results highlight Vericel’s strong financial performance during this period. While the earnings report was a major highlight, there were no recent updates regarding mergers or acquisitions. Analyst reactions to these results have not been specified in recent reports. Other company developments have not been detailed in the latest news.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers
© 2007-2025 - Fusion Media Limited. All Rights Reserved.