VCEL Earnings

VCEL reported its FY2025Q4 earnings on 2026-02-26, showcasing a revenue of against an estimate of 91.25M, resulting in a 0% surprise. The EPS was 0, surpassing the expected 0.45 by 0% . The stock experienced a 0% price change on the earnings day and a 0% change over the next five days, reflecting market reactions to the results.

Following VCEL's FY2025Q4 earnings announcement on 2026-02-26, the stock price moved by % on the day of the release. Over the subsequent five days, it saw a % change. Historically, VCEL's stock price tends to shift by an average of +3.00% in the 10 days leading up to earnings and -1.84% in the 10 days following, providing insight into potential market.

For 2025/Q4, analysts estimate VCEL’s annual revenue to reach 90.76M, while the EPS is projected at 0.39. These estimates reflect recent revisions, with revenue estimates revised Revenue No Change by 0% and EPS estimates No Change by 0% over the past three months, indicating analyst expectation in the company’s performance.

The correlation between VCEL's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock’s fundamentals. Over the past three months, revenue estimates for FY2025 were No Change by 0%, while EPS estimates moved No Change by 0% . This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, VCEL's stock price typically moves by +3.00% in the 10 days before its earnings and -1.84% in the 10 days after. For the upcoming 2025/Q4 earnings, analysts expect an EPS of 0.39 and revenue of 90.76M.

The earnings call highlights strong financial performance, with record high operating cash flow and free cash flow, along with positive trends in MACI Arthro demand and surgeon adoption. The Q&A session reveals positive analyst sentiment, with no significant insurance challenges reported. The company's MACI sales force expansion and expected profitability improvements further support a positive outlook. However, cautious guidance for Q4 and lack of specific 2026 projections slightly temper enthusiasm. Overall, the sentiment is positive, with potential for a stock price increase in the 2% to 8% range.