Market Cap
$2.1B
VCEL
Vericel Corp
$40.15 ▲ +1.80%
Prev close $39.44Market cap$2.1B
ConsensusStrong Buy
12-mo target$60.57 (+50.9%)
▲ Bullish
Analyst conviction 9/10
Insider Selling Cluster (3 insiders)High Impact Filing (7/10)30 New Institutional Positions19 Institutional Exits Biotech & Drug Discovery
Snapshot
The big-picture read on VCEL right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Strong Buy (86%)
Inst. Holders
50 funds
Inst. Value
$1.8B
Inst. Activity
30 buys / 19 sells
Insider Activity
$0.00 buy / $4.4M sell
Insider Net $
-$4.4M
SEC Reports
12
Price chart 30d -0.8%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Aug 12, 2026 Insider
MCLAUGHLIN KEVIN F acquired via exercise 7,000 shares
Director @ $13.05 ($91.3K)
Aug 12, 2026 Insider
Aug 6, 2026 SEC MCLAUGHLIN KEVIN F sold 7,000 shares
Director @ $44.53 ($311.7K)
Two Vericel insiders sold a combined $541,400 in shares over a 7-day window, with the COO's sale being a same-day exerci
CLUSTER — Impact 2/10
Aug 3, 2026 Insider
Jul 30, 2026 SEC Halpin Michael acquired via exercise 10,000 shares
Chief Operating Officer @ $16.66 ($166.6K)
Vericel reported Q2 2026 revenue of $77.5M (+22% YoY), beating consensus of $72.7M, and GAAP EPS of $0.04 vs -$0.01 a ye
8-K — Impact 6/10
Jul 30, 2026 earnings
Jul 16, 2026 SEC Vericel Reports Second Quarter 2026 Financial Results, Raises Full-Year Financial Guidance and Announces Share Repurchase Program
Total Revenue Increased 22% to $77.5 Million, with MACI Revenue Growth of 23%
Vericel Corporation announced it will report Q2 2026 financial results on July 30, 2026, with a conference call at 8:30
PRESS-RELEASE — Impact 2/10
Jun 30, 2026 Inst.
CONGRESS ASSET MANAGEMENT CO — ADD
2,916,295 shares ($129.7M)
Analyst ratings buy % +0.0%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
86% rate it Buy or better · 14 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Jul 31, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Jul 31, 2026 | Truist Securities | REITERATE | Buy | 55% |
| Jul 31, 2026 | HC Wainwright & Co. | MAINTAIN | Buy | 43% |
| Jul 28, 2026 | HC Wainwright & Co. | REITERATE | Buy | 43% |
| Jul 16, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| May 8, 2026 | HC Wainwright & Co. | MAINTAIN | Buy | 43% |
| Apr 15, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 5 | 7 | 2 | 0 | 0 | 86% | |
| Aug 1, 2026 | 5 | 7 | 2 | 0 | 0 | 86% | |
| Jul 1, 2026 | 5 | 7 | 2 | 0 | 0 | 86% | |
| Jun 1, 2026 | 5 | 7 | 2 | 0 | 0 | 86% | |
| May 1, 2026 | 5 | 7 | 2 | 0 | 0 | 86% | |
| Apr 1, 2026 | 5 | 7 | 2 | 0 | 0 | 86% | |
| Mar 1, 2026 | 5 | 7 | 2 | 0 | 0 | 86% | |
| Feb 1, 2026 | 4 | 7 | 2 | 0 | 0 | 85% |
Price targets
Where 7 covering analysts think VCEL trades over the next 12 months.
$60.57 +50.9% upside Strong Buy
Current$40.15 Low$55.00 Median$59.00 High$72.00 7 analysts
$55.00$72.00
Analyst rating Strong Buy· 1.3/5 as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
12 SEC filing reports analyzed · 4 bullish, 0 bearish, 0 mixed, 8 neutral · avg impact 4.1/10.
NEUTRALCLUSTER2/10
Two Vericel insiders sold a combined $541,400 in shares over a 7-day window, with the COO's sale bei
Aug 6, 2026
BULLISH8-K6/10
Vericel reported Q2 2026 revenue of $77.5M (+22% YoY), beating consensus of $72.7M, and GAAP EPS of
Jul 30, 2026
NEUTRALPRESS-RELEASE2/10
Vericel Corporation announced it will report Q2 2026 financial results on July 30, 2026, with a conf
Jul 16, 2026
NEUTRALCLUSTER2/10
Four Vericel Corp executives sold shares totaling ~$1.14M on June 26, 2026, all coinciding with opti
Jun 30, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Jul 30, 2026
earnings
Vericel Reports Second Quarter 2026 Financial Results, Raises Full-Year Financial Guidance and Announces Share Repurchase Program
Total Revenue Increased 22% to $77.5 Million, with MACI Revenue Growth of 23%
Jul 30, 2026
earnings_calendar
VCEL Q2 2026 Earnings Scheduled — 2026-07-30
Jul 16, 2026
earnings
Vericel to Report Second Quarter 2026 Financial Results on July 30, 2026
BURLINGTON, Mass., July 16, 2026 (GLOBE NEWSWIRE) -- Vericel Corporation (NASDAQ:VCEL), a leader in advanced therapies for the sports medicine and sev
Jun 30, 2026
ftd
FTD: VCEL — 11,202 shares ($0.5M) failed to deliver
Settlement: 20260630, Price: $45.07, FTD Value: $504,874.14, VERICEL CORPORATION COMMON STO
Jun 26, 2026
short_volume
Short Volume: VCEL — 59.7% short (0.4M / 0.6M)
Short: 362,101 | Exempt: 5 | TRF Vol: 606,347 | Short Ratio: 59.7% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.06 | $0.02–$0.10 | -44.0% | +0.0% | 1↑ 0↓ | $0.1B | 5 |
| Next Q | $0.53 | $0.47–$0.68 | 18.7% | +0.0% | 1↑ 0↓ | $0.1B | 5 |
| Current FY | $0.52 | $0.44–$0.70 | 61.3% | +0.0% | 1↑ 0↓ | $0.3B | 5 |
| Next FY | $0.85 | $0.68–$1.03 | 63.9% | +0.0% | 1↑ 0↓ | $0.4B | 5 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.056 | — |
| 7d ago | $0.056 | — |
| 30d ago | $0.056 | — |
| 60d ago | $0.082 | -0.026 |
| 90d ago | $0.085 | -0.029 |
Institutional ownership
Which big funds own VCEL (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $1.8B total value (39,365,952 shares) as of 2026-Q2. Top holders: BlackRock,, STATE, CONGRESS. Net buying activity: 30 institutions added/increased vs 19 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 8,092,226 | $360.0M | 20.6% | — |
| STATE STREET CORP | 3,293,975 | $146.6M | 8.4% | — |
| CONGRESS ASSET MANAGEMENT CO | 2,916,295 | $129.7M | 7.4% | ADD +93.5% |
| VANGUARD CAPITAL MANAGEMENT LLC | 2,255,728 | $100.4M | 5.7% | — |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1,992,855 | $88.7M | 5.1% | — |
| BNP Paribas Asset Management Holding S.A. | 1,639,988 | $73.0M | 4.2% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 1,341,244 | $59.7M | 3.4% | — |
| LOOMIS SAYLES & CO L P | 1,200,239 | $53.4M | 3.0% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1,060,753 | $47.2M | 2.7% | — |
| BANK OF AMERICA CORP /DE/ | 1,016,184 | $45.2M | 2.6% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| CONGRESS ASSET MANAGEMENT CO | ADD | 1,506,918 | 2,916,295 | +93.5% | $129.7M |
| Nuveen, LLC | DOUBLED | 101,644 | 525,704 | +417.2% | $23.4M |
| GOLDMAN SACHS GROUP INC | TRIM | 754,151 | 525,620 | -30.3% | $23.4M |
| D. E. Shaw & Co., Inc. | ADD | 295,626 | 452,289 | +53.0% | $20.1M |
| Point72 Asset Management, L.P. | DOUBLED | 164,000 | 443,336 | +170.3% | $19.7M |
| UBS Group AG | ADD | 248,791 | 352,527 | +41.7% | $15.7M |
| BALYASNY ASSET MANAGEMENT L.P. | DOUBLED | 9,212 | 345,759 | +3653.4% | $15.4M |
| JANE STREET GROUP, LLC | TRIM | 409,930 | 248,173 | -39.5% | $11.0M |
| FEDERATED HERMES, INC. | TRIM | 627,515 | 231,615 | -63.1% | $10.3M |
| FIFTH THIRD BANCORP | TRIM | 256,688 | 185,051 | -27.9% | $8.2M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
11 insiders, 50 transactions. Net -$4.4M — $0.00 bought, $4.4M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 12, 2026 | MCLAUGHLIN KEVIN F | Director | EXERCISE | 7,000 | $13.05 | $91.3K |
| Aug 12, 2026 | MCLAUGHLIN KEVIN F | Director | SELL | 7,000 | $44.53 | $311.7K |
| Aug 3, 2026 | Halpin Michael | Chief Operating Officer | EXERCISE | 10,000 | $16.66 | $166.6K |
| Aug 3, 2026 | Halpin Michael | Chief Operating Officer | SELL | 10,000 | $46.84 | $468.4K |
| Jul 30, 2026 | SIEGAL JONATHAN | Principal Accounting Officer | SELL | 500 | $48.90 | $24.4K |
| Jul 30, 2026 | SIEGAL JONATHAN | Principal Accounting Officer | EXERCISE | 1,500 | $34.90 | $52.4K |
| Jul 30, 2026 | SIEGAL JONATHAN | Principal Accounting Officer | SELL | 2,500 | $48.90 | $122.3K |
| Jul 30, 2026 | SIEGAL JONATHAN | Principal Accounting Officer | EXERCISE | 500 | $29.82 | $14.9K |
| Jul 30, 2026 | SIEGAL JONATHAN | Principal Accounting Officer | SELL | 1,500 | $48.90 | $73.3K |
| Jul 30, 2026 | SIEGAL JONATHAN | Principal Accounting Officer | EXERCISE | 2,500 | $29.82 | $74.5K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for VCEL.
Shares short
5,483,102
Settlement Sep 15, 2026
Change vs prior
+15.2%
Semi-monthly cycle
Days to cover
12.1
At avg daily volume
Of shares outstanding
≈10.7%
Estimate — not % of float
All VCEL filing & press-release reports (12)
- CLUSTER reportAug 6, 2026
- 8-K reportJul 30, 2026
- PRESS-RELEASE reportJul 16, 2026
- CLUSTER reportJun 30, 2026
- 144 reportJun 2, 2026
- CLUSTER reportMay 15, 2026
- 8-K reportMay 7, 2026
- PRESS-RELEASE reportMay 7, 2026
- PRESS-RELEASE reportApr 23, 2026
- DEFA14A reportMar 19, 2026
- CLUSTER reportMar 4, 2026
- 8-K reportFeb 26, 2026