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

Vericel Corporation (NASDAQ:VCEL) Director Robert Md Zerbe sold 2,500 shares of the business’s stock in a transaction that occurred on Wednesday, November 4th. The stock was sold at an average price of $45.40, for a total value of $113,500.00. Following the completion of the sale, the director directly owned 32,995 shares in the company, valued at approximately $1,497,973. This represents a 7.04% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website.

Vericel Stock Up 5.5%

Vericel stock opened at $54.62 on Friday. The company has a market capitalization of $2.80 billion, a P/E ratio of 85.35 and a beta of 1.08. The stock’s 50 day moving average is $41.01 and its 200 day moving average is $38.90. Vericel Corporation has a twelve month low of $28.95 and a twelve month high of $55.60.

Vericel (NASDAQ:VCEL) last posted its quarterly earnings data on Thursday, November 5th. The biotechnology company reported $0.27 earnings per share for the quarter, beating analysts’ consensus estimates of $0.06 by $0.21. The company had revenue of $85.37 million during the quarter, compared to analyst estimates of $77.95 million. Vericel had a return on equity of 9.09% and a net margin of 10.27%. The firm’s revenue for the quarter was up 26.5% on a year-over-year basis. During the same quarter last year, the company earned $0.10 EPS. As a group, equities analysts expect that Vericel Corporation will post 0.54 EPS for the current year.

Vericel News Roundup

Here are the key news stories impacting Vericel this week:

• Positive Sentiment: Vericel reported Q3 revenue of $85.4 million, up 26.5% year over year and above the $78.0 million consensus. Earnings per share of $0.27 also topped estimates of $0.06, while net income rose 179% to $14.2 million. Vericel Q3 results and guidance
• Positive Sentiment: The company raised its FY2026 revenue outlook to $344 million–$346 million, above analyst expectations of roughly $336 million, and lifted its adjusted EBITDA margin guidance to 28%. The stronger outlook, alongside record MACI sales, helped fuel investor optimism. Vericel shares rise on record revenue and higher outlook
• Positive Sentiment: HC Wainwright raised its price target to $75 from $72 and maintained a Buy rating, signaling continued analyst confidence in the stock’s prospects. HC Wainwright price target update
• Negative Sentiment: Several Vericel directors and insiders disclosed stock sales totaling about 22,000 shares on November 4–5. One insider’s sale reduced their reported stake by 88%, which may be a near-term concern for investors, though insider sales alone do not establish a negative outlook. SEC insider transaction filing

Institutional Investors Weigh In On Vericel

Several institutional investors and hedge funds have recently made changes to their positions in the company. Aberdeen Group plc raised its holdings in Vericel by 204.7% in the 3rd quarter. Aberdeen Group plc now owns 2,164,250 shares of the biotechnology company’s stock worth $86,873,000 after acquiring an additional 1,454,012 shares during the last quarter. Allworth Financial LP lifted its position in Vericel by 53.0% in the 3rd quarter. Allworth Financial LP now owns 2,052 shares of the biotechnology company’s stock valued at $91,000 after acquiring an additional 711 shares in the last quarter. Gagnon Securities LLC lifted its position in Vericel by 7.3% in the 3rd quarter. Gagnon Securities LLC now owns 7,839 shares of the biotechnology company’s stock valued at $315,000 after acquiring an additional 536 shares in the last quarter. Maryland State Retirement & Pension System boosted its stake in Vericel by 53.3% during the 3rd quarter. Maryland State Retirement & Pension System now owns 11,395 shares of the biotechnology company’s stock valued at $457,000 after purchasing an additional 3,963 shares during the last quarter. Finally, Illinois Municipal Retirement Fund purchased a new stake in Vericel during the 3rd quarter valued at $1,071,000.

Wall Street Analyst Weigh In

A number of research firms have recently commented on VCEL. Canaccord Genuity Group set a $60.00 target price on Vericel in a research note on Thursday, July 30th. TD Cowen lifted their price target on Vericel from $55.00 to $58.00 and gave the stock a “buy” rating in a research report on Friday, July 31st. HC Wainwright upped 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. Wall Street Zen upgraded shares of Vericel from a “buy” rating to a “strong-buy” rating in a research note on Saturday. Finally, Weiss Ratings reissued a “hold (c)” rating on shares of Vericel in a research report on Thursday, October 29th. Four research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price 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.