VCEL 8-K SEC Filing Analysis

Final — all horizons settled through T+60d

VCEL ▼ -6.71% at T+60d

LONG call ✗ call lost -6.71% · α vs SPY -14.46% · entry $37.68 → $35.15

Currently $37.46 · -0.58% from $37.68 entry

Entry anchored
Feb 25, 03:59 PM ET
via Databento tick

T+1d

-5.31%

call -5.31% · α -4.86%

$35.68

settled 4mo ago

T+5d

-9.77%

call -9.77% · α -8.64%

$34.00

settled 3mo ago

T+20d

-18.21%

call -18.21% · α -11.80%

$30.82

settled 3mo ago

T+60d

-6.71%

call -6.71% · α -14.46%

$35.15

settled 23d ago

Price Chart

Loading chart...

Executive Summary

Vericel Corp reported strong Q4 and full-year 2025 financial results with total revenue of $276.3 million, driven by 21% growth in MACI revenue. The company achieved a 59% increase in net income to $16.5 million and raised its 2026 revenue guidance to $316-$326 million, signaling continued momentum in its advanced therapies business.

Key Financial Metrics

Revenue

$276.3M

+16.0% YoY

EPS

$0.32

Guidance

$316M-$326M

raised

Gross Margin

74%

Actionable Insight

The strong revenue growth, margin expansion, and raised guidance suggest continued market penetration of MACI. Traders should monitor the commercial manufacturing ramp-up in the new Burlington facility and progress on the UK MHRA application as potential future catalysts.

Key Facts

Q4 2025 revenue grew 23% YoY to $92.9 million
Full-year 2025 revenue reached $276.3 million, up 16% from 2024
MACI revenue grew 21% to $239.5 million for the year
Net income increased 59% to $16.5 million for the year
2026 revenue guidance raised to $316-$326 million
Record Q4 gross margin of 79% and adjusted EBITDA margin of 40%

Financial Impact

Revenue growth of 16% and net income growth of 59% in 2025 with 2026 revenue guidance suggesting 14-18% growth

revenueepsnet incomemarginsguidance

Segment Breakdown

Segment	Revenue	Growth
MACI	$239.5M	+21.0%
Burn Care	$36.8M	—

Risk Factors

Increased operating expenses due to new facility costs could pressure margins
Dependence on MACI revenue growth (87% of total revenue)
Regulatory risks with UK MHRA application

Market Snapshot

Exchange

Nasdaq

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

Document	Accession Number
8-K Filing (Primary)	0001628280-26-012003
Document: vcel-20260226.htm	0001628280-26-012003
Document: 0001628280-26-012003-index-headers.html	0001628280-26-012003
Document: 0001628280-26-012003-index.html	0001628280-26-012003
Document: 0001628280-26-012003.txt	0001628280-26-012003

8 reports for VCEL

T+1T+5T+20T+60

Track record builds as more directional reports settle.

Filters

Reports for VCEL — sortable, filterable
	Type				Now
Jun 2, 2026 10d ago	144 NEUTRAL ★ 2/10	$34.45 $34.74	▲ +0.84%	▲ +1.54%	$37.46 (+8.74%)
May 15, 2026 28d ago	Insider Cluster NEUTRAL ★ 2/10	$34.87 $34.49	▼ −1.09%	▼ −0.44%	$37.46 (+7.43%)
May 7, 2026 5w ago	8-K BULLISH ★ 7/10	$35.13 $33.46	▼ −4.75%	▼ −5.58%	$37.46 (+6.63%)
May 7, 2026 5w ago	Press Release BULLISH ★ 8/10	$35.13 $33.46	▼ −4.75%	▼ −5.58%	$37.46 (+6.63%)
Apr 23, 2026 7w ago	Press Release NEUTRAL ★ 3/10	$34.40 $35.64	▲ +3.60%	▲ +2.82%	$37.46 (+8.90%)
Mar 19, 2026 12w ago	DEFA14A NEUTRAL ★ 3/10	$32.74 $31.41	▼ −4.06%	▼ −2.32%	$37.46 (+14.42%)
Mar 2, 2026 14w ago	Insider Cluster NEUTRAL ★ 4/10	$35.36 $34.39	▼ −2.74%	▼ −1.83%	$37.46 (+5.94%)
Feb 26, 2026 15w ago	8-K BULLISH ★ 8/10	$37.68 $35.68	▼ −5.31%	▼ −4.86%	$37.46 (−0.58%)

US Market Status

Market Closed — Opens Mon (49h 10m)

Get Real-Time SEC Filing Intelligence

Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.

Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access