Vericel (VCEL) Stock Forecast & Price Target

Vericel Corp is positioned for robust growth in its MACI product line, with volume anticipated to increase in the low-to-mid teens and an annual average selling price (ASP) growth of approximately 300 to 500 basis points. The combination of a compound annual growth rate (CAGR) for MACI volume near 14.8% alongside the ASP enhancements suggests a sustainable revenue growth trajectory in the high teens for the upcoming fiscal year. Such metrics reflect strong market demand and indicate a favorable outlook for the company’s financial performance in the biopharmaceutical sector.

Vericel Corp has revised its revenue projections downward for its MACI product in fiscal years 2026 and 2027 by approximately 200 basis points, indicating potential weak demand. The company faces several risks, including lower adoption rates of MACI Arthro, stagnant sales growth in its burn care segment, and complications arising from the expansion of its sales force. Furthermore, the anticipated challenges include slower increases in physician adoption of MACI therapies, inconsistent usage of Epicel among burn patients, and possible delays in the market approval of NexoBrid, which collectively contribute to a negative outlook for the stock.