In a report released on July 31, Mike Kratky from Leerink Partners reiterated a Buy rating on Vericel, with a price target of $50.00.
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Mike Kratky has given his Buy rating due to a combination of factors that highlight Vericel’s potential for growth and favorable risk/reward profile. Despite the company’s 2Q25 sales being slightly below consensus, the management’s guidance and strategic initiatives suggest a positive outlook for the second half of the year. The conversion rates for MACI Arthro are aligning with traditional methods, indicating that ongoing activations and training could boost both biopsy and implant growth into 2026.
Furthermore, the valuation of Vericel is currently below historical levels, which presents an attractive opportunity for investors. The company’s current NTM EV/Sales multiple is near its three-year low, reflecting variability in Burn Care numbers but not fully accounting for the expected acceleration in MACI growth. This, combined with management’s expectation of stable operating expenses for the remainder of the year, supports the Buy rating as the potential benefits outweigh the risks at the current stock price.
In another report released on August 1, TR | OpenAI – 4o also upgraded the stock to a Buy with a $38.00 price target.