Vericel (NASDAQ:VCEL) Director Robert Md Zerbe Sells 2,500 Shares of Stock

Key Points

• Director Robert Md Zerbe sold 2,500 Vericel shares at an average price of $45.40, worth $113,500; he retained 32,995 shares after the sale.
• Vericel’s third-quarter revenue rose 26.5% year over year to $85.37 million, and EPS of $0.27 beat the $0.06 consensus estimate. The company also raised its 2026 revenue guidance to $344–$346 million.
• Analysts’ consensus rating is Moderate Buy, with an average price target of $60.80.

Vericel Corporation (NASDAQ:VCEL - Get Free Report) Director Robert Md Zerbe sold 2,500 shares of the stock in a transaction dated Wednesday, November 4th. The shares were sold at an average price of $45.40, for a total value of $113,500.00. Following the transaction, the director owned 32,995 shares in the company, valued at $1,497,973. This trade represents a 7.04% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink.

Vericel Stock Performance

NASDAQ:VCEL traded up $2.84 during mid-day trading on Friday, reaching $54.62. The stock had a trading volume of 1,612,332 shares, compared to its average volume of 598,922. The firm has a 50 day moving average price of $40.74 and a two-hundred day moving average price of $38.80. The stock has a market capitalization of $2.80 billion, a P/E ratio of 116.22 and a beta of 1.08. Vericel Corporation has a one year low of $28.95 and a one year high of $55.60.

Vericel (NASDAQ:VCEL - Get Free Report) last issued its earnings results on Thursday, November 5th. The biotechnology company reported $0.27 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.06 by $0.21. Vericel had a return on equity of 6.91% and a net margin of 7.91%. The business had revenue of $85.37 million during the quarter, compared to analyst estimates of $77.95 million. During the same quarter in the prior year, the firm earned $0.10 earnings per share. Vericel's revenue for the quarter was up 26.5% on a year-over-year basis. Research analysts forecast that Vericel Corporation will post 0.54 earnings per share for the current year.

Institutional Investors Weigh In On Vericel

Hedge funds and other institutional investors have recently modified their holdings of the stock. BlackRock Inc. bought a new stake in Vericel during the second quarter valued at about $360,023,000. William Blair Investment Management LLC purchased a new position in shares of Vericel in the 2nd quarter worth approximately $88,662,000. Bank of America Corp DE purchased a new stake in Vericel in the 2nd quarter worth about $45,210,000. Dimensional Fund Advisors LP boosted its stake in shares of Vericel by 3.6% during the first quarter. Dimensional Fund Advisors LP now owns 844,755 shares of the biotechnology company's stock valued at $27,173,000 after purchasing an additional 29,135 shares during the period. Finally, TimesSquare Capital Management LLC bought a new position in shares of Vericel during the 2nd quarter worth $24,463,000.

Key Vericel News

Here are the key news stories impacting Vericel this week:

• Positive Sentiment: Third-quarter revenue rose 26% year over year to $85.4 million, while earnings were $0.27 per share—well above analyst estimates. Net income increased 179% to $14.2 million; the company also cited record MACI sales. Vericel Q3 2026 results and guidance
• Positive Sentiment: Vericel raised its 2026 revenue guidance to $344–$346 million, above the approximately $336 million consensus, and increased its adjusted EBITDA margin guidance to 28%. Vericel Q3 2026 results and guidance
• Positive Sentiment: HC Wainwright raised its price target from $72 to $75 and reaffirmed a Buy rating, signaling continued analyst confidence after the results. HC Wainwright raises Vericel price target
• Negative Sentiment: A separate analysis described VCEL as potentially overvalued relative to its earnings support, a risk if future growth does not justify investor expectations. Analysis of Vericel’s valuation

Analysts Set New Price Targets

VCEL has been the topic of several recent research reports. Truist Financial set a $65.00 target price on shares of Vericel in a report on Friday. HC Wainwright boosted their price target on shares of Vericel from $72.00 to $75.00 and gave the stock a "buy" rating in a research note on Friday. TD Cowen upped their price target on shares of Vericel from $55.00 to $58.00 and gave the company a "buy" rating in a research report on Friday, July 31st. Weiss Ratings reaffirmed a "hold (c)" rating on shares of Vericel in a research note on Thursday, October 29th. Finally, Wall Street Zen upgraded Vericel from a "hold" rating to a "buy" rating in a report on Saturday, July 18th. Four research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat, Vericel has a consensus rating of "Moderate Buy" and an average price target of $60.80.

About Vericel

Vericel Corporation is a commercial-stage biopharmaceutical company focused on developing and marketing advanced cell therapies and regenerative medicine products. The company serves orthopedic and burn-care markets, with an emphasis on treatments that use a patient's own cells or biologic materials to support tissue repair and healing.

Vericel's primary orthopedic product is MACI, an autologous cultured chondrocyte implant used to repair symptomatic cartilage defects of the knee in adults.

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