Leerink Partnrs Has Pessimistic View of Vericel Q4 Earnings

Key Points

• Leerink Partners has revised its Q4 2025 earnings per share (EPS) estimate for Vericel Corporation down to $0.44, slightly below the previous forecast of $0.45.
• Multiple analysts, including Weiss Ratings and BTIG Research, have expressed bearish sentiments on Vericel, with Weiss maintaining a "sell" rating and BTIG downgrading from "buy" to "neutral."
• Despite the pessimistic outlook, Vericel's stock has seen a 3.4% increase recently, with an average consensus price target of $60.40 among analysts.

Vericel Corporation (NASDAQ:VCEL - Free Report) - Analysts at Leerink Partnrs cut their Q4 2025 EPS estimates for Vericel in a research report issued on Tuesday, October 14th. Leerink Partnrs analyst M. Kratky now forecasts that the biotechnology company will earn $0.44 per share for the quarter, down from their previous forecast of $0.45. The consensus estimate for Vericel's current full-year earnings is $0.14 per share. Leerink Partnrs also issued estimates for Vericel's FY2026 earnings at $0.68 EPS, FY2027 earnings at $1.19 EPS, FY2028 earnings at $1.83 EPS and FY2029 earnings at $2.42 EPS.

Several other equities research analysts have also recently weighed in on VCEL. Weiss Ratings reiterated a "sell (d+)" rating on shares of Vericel in a research report on Wednesday, October 8th. BTIG Research cut shares of Vericel from a "buy" rating to a "neutral" rating in a research report on Wednesday, September 17th. Finally, Canaccord Genuity Group reduced their price target on shares of Vericel from $61.00 to $58.00 and set a "buy" rating on the stock in a research report on Friday, August 1st. Four equities research analysts have rated the stock with a Buy rating, one has given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, Vericel currently has an average rating of "Moderate Buy" and a consensus price target of $60.40.

Vericel Stock Up 3.4%

Shares of VCEL opened at $34.64 on Wednesday. The business's 50-day moving average price is $33.79 and its 200-day moving average price is $38.45. Vericel has a twelve month low of $29.24 and a twelve month high of $63.00. The stock has a market cap of $1.75 billion, a PE ratio of 288.69 and a beta of 1.39.

Vericel (NASDAQ:VCEL - Get Free Report) last announced its quarterly earnings results on Thursday, July 31st. The biotechnology company reported ($0.01) earnings per share for the quarter, beating the consensus estimate of ($0.04) by $0.03. Vericel had a return on equity of 2.47% and a net margin of 2.85%.The firm had revenue of $63.24 million for the quarter, compared to analysts' expectations of $64.61 million. During the same period in the prior year, the business posted ($0.10) earnings per share. The company's revenue was up 20.1% on a year-over-year basis.

Institutional Trading of Vericel

Institutional investors and hedge funds have recently added to or reduced their stakes in the business. Ameritas Advisory Services LLC purchased a new stake in Vericel in the second quarter worth $30,000. CWM LLC lifted its stake in Vericel by 101.3% in the second quarter. CWM LLC now owns 1,379 shares of the biotechnology company's stock worth $59,000 after acquiring an additional 694 shares during the period. AlphaQuest LLC purchased a new stake in Vericel in the second quarter worth $60,000. GAMMA Investing LLC lifted its stake in Vericel by 34.8% in the first quarter. GAMMA Investing LLC now owns 2,895 shares of the biotechnology company's stock worth $129,000 after acquiring an additional 748 shares during the period. Finally, Osaic Holdings Inc. lifted its stake in Vericel by 13.7% in the second quarter. Osaic Holdings Inc. now owns 2,937 shares of the biotechnology company's stock worth $125,000 after acquiring an additional 353 shares during the period.

Vericel Company Profile

Vericel Corporation, a commercial-stage biopharmaceutical company, engages in the research, development, manufacture, and distribution of cellular therapies for sports medicine and severe burn care markets in North America. The company markets autologous cell therapy products comprising MACI, an autologous cultured chondrocytes on porcine collagen membrane for the repair of symptomatic, and single or multiple full-thickness cartilage defects of the knee; Epicel, a permanent skin replacement humanitarian use device for the treatment of adult and pediatric patients with deep-dermal or full-thickness burns; and NexoBrid, a biological orphan product for eschar removal in adults with deep partial-thickness and/or full-thickness thermal burns.

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