<div id="readability-page-1"><div><ul> <li>Vericel recently reported strong third-quarter 2025 results, with revenue of US$67.5 million and earnings per share of US$0.10 both ahead of expectations, while several executives sold small share blocks under pre-arranged trading plans.</li> <li>The combination of broad-based strength across MACI, Epicel, and NexoBrid and early MACI Arthro launch progress reinforced confidence in Vericel’s regenerative therapy portfolio and execution.</li> <li>Next, we’ll explore how Vericel’s earnings beat and MACI Arthro launch progress influence the company’s existing investment narrative and outlook.</li> </ul><p>The best AI stocks today may lie beyond giants like Nvidia and Microsoft. Find the next big opportunity with these 27 smaller AI-focused companies with strong growth potential through early-stage innovation in machine learning, automation, and data intelligence that could fund your retirement.</p><h2>Vericel Investment Narrative Recap</h2><p>To own Vericel, you need to believe that its focused regenerative therapies can keep gaining adoption in cartilage repair and burn care, while scaling profitably despite a relatively narrow product lineup. The latest earnings beat and early MACI Arthro traction support that case, but do not materially change the near term importance of MACI adoption momentum as the key catalyst or the concentration risk around MACI, Epicel, and NexoBrid as the primary business risk today.</p> <p>The most relevant recent development here is Vericel’s third quarter 2025 report, where revenue rose to US$67.5 million and earnings per share reached US$0.10, both ahead of expectations. That strength across MACI, Epicel, and NexoBrid, along with a solid start for MACI Arthro, matters because it suggests the company is executing against its growth catalysts while still being exposed to the inherent risk of relying on a compact portfolio.</p> <p>Yet alongside this positive momentum, investors should be aware that heavy dependence on just three products could...</p> <p>Read the full narrative on Vericel (it's free!)</p><p>Vericel's narrative projects $469.3 million revenue and $75.9 million earnings by 2028.</p><p>Uncover how Vericel's forecasts yield a $53.88 fair value, a 44% upside to its current price.</p><h2>Exploring Other Perspectives</h2><figure><img height="476" src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/ccd1ccfc-3a95-4e18-844e-a53ee3a89a57/chart/quote-price?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="746" original-src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/ccd1ccfc-3a95-4e18-844e-a53ee3a89a57/chart/quote-price"/><figcaption>VCEL 1-Year Stock Price Chart</figcaption></figure> <p>Two Simply Wall St Community fair value estimates span roughly US$24.11 to US$53.88, underlining how far apart individual views can be. Against that backdrop, concentrated dependence on MACI, Epicel, and NexoBrid may shape how you think about Vericel’s long term resilience and invites you to compare several different risk assessments.</p><p>Explore 2 other fair value estimates on Vericel - why the stock might be worth 35% less than the current price!</p><h2>Build Your Own Vericel Narrative</h2><p>Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.</p><ul><li>A great starting point for your Vericel research is our analysis highlighting 3 key rewards that could impact your investment decision.</li><li>Our free Vericel research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Vericel's overall financial health at a glance.</li></ul><h2>Contemplating Other Strategies?</h2><p>Right now could be the best entry point. These picks are fresh from our daily scans. Don't delay:</p><ul><li>Find companies with promising cash flow potential yet trading below their fair value.</li><li>This technology could replace computers: discover 28 stocks that are working to make quantum computing a reality.</li><li>Trump's oil boom is here - pipelines are primed to profit. Discover the 22 US stocks riding the wave.</li></ul> <p><em> This article by Simply Wall St is general in nature. <strong>We provide commentary based on historical data     and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice.</strong> It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your     financial situation. We aim to bring you long-term focused analysis driven by fundamental data.     Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.     Simply Wall St has no position in any stocks mentioned.</em></p></div></div>

VCEL

<p>Vericel's Q3 2025 results exceeded expectations with $67.5 million revenue and $0.10 EPS. The success across MACI, Epicel, and NexoBrid, along with MACI Arthro's launch, boosts confidence in Vericel's regenerative therapies. Despite strong performance, reliance on a narrow product lineup poses risks. Vericel projects $469.3 million revenue and $75.9 million earnings by 2028, with a fair value estimate of $53.88, offering a 44% upside. Investors should consider the concentration risk and explore different fair value estimates and investment narratives.</p>

How Vericel’s Q3 Beat and MACI Arthro Momentum Could Shape Vericel (VCEL) Investors’ Outlook