Vericel Corporation (VCEL) Reports Fourth Quarter Earnings in Line with Expectations

Vericel Corporation Reports Quarterly Results

Vericel Corporation (VCEL) announced quarterly earnings of $0.45 per share, which matched the consensus estimate from Zacks. This result reflects an increase from the $0.38 per share reported in the same period last year, with both figures adjusted for one-time items.

The company delivered a positive earnings surprise of 0.74% this quarter. In the previous quarter, analysts had anticipated a loss of $0.02 per share, but Vericel actually posted a profit of $0.10 per share, exceeding expectations by 600%.

Over the past year, Vericel has beaten consensus earnings per share estimates in three out of four quarters.

Operating in the Medical - Biomedical and Genetics sector, Vericel generated $92.92 million in revenue for the quarter ending December 2025, surpassing the Zacks Consensus Estimate by 1.83%. This marks a significant increase from the $75.38 million reported a year earlier. The company has outperformed revenue expectations in two of the last four quarters.

The immediate movement of Vericel’s stock price will likely be influenced by management’s comments during the earnings call, as well as future earnings projections.

Since the start of the year, Vericel’s share price has risen approximately 3%, outpacing the S&P 500’s gain of 1.5%.

What Lies Ahead for Vericel?

Although Vericel has outperformed the broader market so far this year, investors are now considering what the future holds for the stock.

While there is no definitive answer, one useful indicator is the company’s earnings outlook. This includes both current consensus forecasts for upcoming quarters and any recent changes to those estimates.

Research indicates a strong link between short-term stock performance and shifts in earnings estimates. Investors can monitor these changes themselves or use established tools like the Zacks Rank, which has a proven record of leveraging earnings estimate revisions.

Prior to this earnings announcement, analyst estimate revisions for Vericel were mixed. The latest results may influence future revisions, but currently, the stock holds a Zacks Rank #3 (Hold), suggesting it is expected to perform in line with the market. For a full list of Zacks #1 Rank (Strong Buy) stocks, click here.

It will be important to watch how projections for the next quarters and the current fiscal year evolve. At present, consensus estimates are for a loss of $0.02 per share on $65.35 million in revenue for the next quarter, and earnings of $0.60 per share on $326.28 million in revenue for the full year.

Investors should also consider the broader industry outlook, as it can significantly affect individual stock performance. The Medical - Biomedical and Genetics sector currently ranks in the top 36% of over 250 Zacks industries. Historically, the top half of Zacks-ranked industries outperforms the bottom half by more than two to one.

Another company in the same sector, X4 Pharmaceuticals (XFOR), has yet to release its results for the quarter ending December 2025.

X4 Pharmaceuticals is projected to report a quarterly loss of $0.36 per share, which would represent a 94% improvement year-over-year. Over the past month, the consensus EPS estimate for X4 has increased by 2.8%.

The company’s revenue is expected to reach $1.68 million, up 17.2% compared to the same quarter last year.

Is Vericel Corporation (VCEL) a Good Investment?

Thinking about investing in Vericel Corporation (VCEL)? For insights on the top stocks to consider over the next month, Zacks Investment Research offers a complimentary report on the 7 best stocks to buy now.

Since 1978, Zacks Investment Research has provided investors with independent analysis and tools. Over more than 25 years, the Zacks Rank stock-rating system has delivered an average annual return of +24.08%, more than doubling the S&P 500’s performance from January 1, 1988, through May 6, 2024.

For the latest stock recommendations from Zacks Investment Research, you can download the 7 Best Stocks for the Next 30 Days. Get the free report here.