Vericel Corp (VCEL) Q3 2026 Earnings Call Transcript

Truist Securities raised its price target for Vericel (VCEL) to $65 from $52, citing strong Q3 results and growth momentum in its MACI product line. The company reported record surgeon additions, biopsies, and implants, along with upside in its Burn Care segment. VCEL's stock surged 28.6% in the past week, trading near its 52-week high. The company posted 25.3% revenue growth over the last twelve months with a 74.5% gross profit margin.

Vericel (VCEL) reported Q3 2026 revenue of over $85M, marking a record. The company raised its adjusted EBITDA margin guidance to ~28% and forecasted 2026 revenue between $344M-$346M, according to CEO Dominick C. Colangelo.

Vericel Corp (VCEL) reported record Q3 2026 revenue and tripled net income. CEO Nick Colangelo highlighted balanced growth in MACI, driven by new surgeons and deeper penetration. CFO Joe Mara noted strong biopsy growth translating into procedures. The company expects high-30% EBITDA margins in the next few years. MACI Arthro is penetrating smaller defects, and NexoBrid saw $3M Q3 revenue with more expected.

Vericel Corp. reported Q3 revenue of $85.4M, up 26%, and net income of $14.2M, nearly tripling from last year. MACI product sales grew 21% to $67.4M. The company raised full-year revenue guidance to $344M-$346M. Shares rose 21% to $55.00.

Vericel Corp. (VCEL) reported Q3 net income of $14.16M ($0.27/share), up from $5.07M ($0.10/share) a year ago, with revenue rising to $85.37M. The company raised its FY26 revenue outlook to $344M-$346M and adjusted EBITDA margin to 28%. Shares rose 7.54% in premarket trading.

Vericel Corp (VCEL) reported Q3 EPS of $0.27, beating estimates by $0.21, with revenue of $85.37M, exceeding expectations. The company forecasts FY 2026 revenue between $344M-$346M, higher than analyst consensus. VCEL's stock is up 17.37% over the past year.