Vericel Corp (VCEL)

• Market cap: $2.15B
• 1 day: 0.45%
• 5 days: -2.85%
• 1 month: -2.22%
• 3 months: -5.99%
• 6 months: -25.75%
• Year to date: -22.57%
• 1 year: -1.57%
• 5 years: 189.09%
• 10 years: 1,098.60%
• Sector: Healthcare
• Industry: Biotechnology

About: Vericel Corp is a fully integrated, commercial-stage biopharmaceutical company and a provider of therapies for the sports medicine and severe burn care markets. It markets cell therapy products in the United States, MACI (autologous cultured chondrocytes on porcine collagen membrane); Epicel (cultured epidermal autografts); and NexoBrid. The Company operates its business in the U.S. in one reportable segment; the research, product development, manufacture, and distribution of cellular therapies and specialty biologics for use in the treatment of specific conditions.

Employees: 357

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

617% more call options, than puts

Call options by funds: $2.15M | Put options by funds: $299K

22% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 91

7% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 29

0.44% more ownership

Funds ownership: 105.66% [Q4 2024] → 106.11% (+0.44%) [Q1 2025]

0% more funds holding in top 10

Funds holding in top 10: 3 [Q4 2024] → 3 (+0) [Q1 2025]

1% less funds holding

Funds holding: 274 [Q4 2024] → 271 (-3) [Q1 2025]

17% less capital invested

Capital invested by funds: $2.86B [Q4 2024] → $2.37B (-$490M) [Q1 2025]

Research analyst outlook

2 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $51 20% upside
• Avg. target: $59 38% upside
• High target: $67 57% upside

2 analyst ratings

• positive: 2 100%
• neutral: 0 0%
• negative: 0 0%

Stephens & Co. Mason Carrico	57% upside $67	Overweight Reiterated	22 May 2025
Truist Securities Richard Newitter	20% upside $51	Buy Maintained	11 Apr 2025