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Avita Medical Ltd (RCEL)
NASDAQ:RCEL
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Avita Medical (RCEL) Price & Analysis

425 Followers

RCEL Stock Chart & Stats

$4.80
-$5.13(-36.49%)
At close: 4:00 PM EST
$4.80
-$5.13(-36.49%)

Bulls Say, Bears Say

Bulls Say
High Gross Margins / Unit EconomicsSustained high gross margins (low-80s overall; RECELL ~85%) reflect attractive per-procedure economics for consumables and durable scalability as utilization grows. Durable unit economics support margin sustainability as capital placements seed recurring consumable demand and incremental gross dollars accrue with volume.
Recurring Consumable Model & Strong Revenue GrowthThe business mixes capital placements with recurring, procedure-based consumable sales, creating a predictable revenue stream tied to utilization. Historical TTM revenue growth (~103% YoY) indicates accelerating adoption; durable recurring demand improves forecastability as more sites convert to routine usage.
Government Partnership And Reimbursement ProgressA long-term BARDA agreement provides structural validation, modest guaranteed readiness revenue and a material contingent payout for mass-casualty events, reducing commercialization tail risk. Coupled with MAC reimbursement publication, this strengthens durable adoption economics and improves hospital-level procedure economics.
Bears Say
Weakened Balance Sheet / Negative EquityA shift to negative shareholders' equity signals accumulated losses that materially erode the capital base, reducing financial flexibility. Even with low reported debt, negative equity heightens reliance on external financing, elevates dilution and constrains strategic investments needed to scale commercialization over coming quarters.
Persistent Cash Burn & Negative Free Cash FlowOperating and free cash flow remain negative (TTM FCF ≈ -$31M) and the company ended the quarter with limited cash (~$14.3M). Sustained cash burn forces dependence on the credit facility or new capital until operating cash turns positive, creating funding and execution risk over the next several quarters.
Early-stage Product Commercialization & Mix PressureNew products (Cohealyx, PermeaDerm) are in early adoption and currently lower margin, causing mix-related margin pressure and inventory reserves. Hospital-by-hospital education remains required (≈55–60 centers in VAC), so meaningful margin expansion and profitable scale depend on multi-quarter adoption that remains uncertain.

Avita Medical News

RCEL FAQ

What was Avita Medical Ltd’s price range in the past 12 months?
Avita Medical Ltd lowest stock price was $3.22 and its highest was $7.12 in the past 12 months.
    What is Avita Medical Ltd’s market cap?
    Avita Medical Ltd’s market cap is $156.96M.
      When is Avita Medical Ltd’s upcoming earnings report date?
      Avita Medical Ltd’s upcoming earnings report date is Aug 06, 2026 which is in 16 days.
        How were Avita Medical Ltd’s earnings last quarter?
        Avita Medical Ltd released its earnings results on May 14, 2026. The company reported -$0.35 earnings per share for the quarter, missing the consensus estimate of -$0.292 by -$0.058.
          Is Avita Medical Ltd overvalued?
          According to Wall Street analysts Avita Medical Ltd’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Avita Medical Ltd pay dividends?
            Avita Medical Ltd does not currently pay dividends.
            What is Avita Medical Ltd’s EPS estimate?
            Avita Medical Ltd’s EPS estimate is -0.29.
              How many shares outstanding does Avita Medical Ltd have?
              Avita Medical Ltd has 30,776,690 shares outstanding.
                What happened to Avita Medical Ltd’s price movement after its last earnings report?
                Avita Medical Ltd reported an EPS of -$0.35 in its last earnings report, missing expectations of -$0.292. Following the earnings report the stock price went up 4.587%.
                  Which hedge fund is a major shareholder of Avita Medical Ltd?
                  Currently, no hedge funds are holding shares in RCEL
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    Avita Medical Ltd

                    AVITA Medical, Inc., together with its subsidiaries, operates as a therapeutic acute wound care company in the United States, Japan, the European Union, Australia, and the United Kingdom. The company’s lead product is the RECELL System, a cell harvesting device used for the treatment of thermal burn wounds and full-thickness skin defects, as well as for repigmentation of stable depigmented vitiligo lesions. It also provides RECALL autologous cell harvesting device, which can treat areas of up to 1,920 cm2; RECELL autologous cell harvesting device with ease-of-use, an enhanced ease-of-use device that can treat areas of up to 1,920 cm²; and RECELL GO mini autologous cell harvesting device, a line extension of the RECELL GO system to treat smaller wounds up to 480 cm2, as well as RECELL GO autologous cell harvesting device consisting of RECELL GO processing device, which controls and manages the pressure applied to disaggregate the donor skin cells and controls the incubation time of the RECELL Enzyme to optimize cell yield and promote cell viability; and RECELL GO preparation kit, which can treat areas up to 1,920 cm2. In addition, the company sells and distributes PermeaDerm, a biosynthetic wound matrix and Cohealyx, a collagen-based dermal matrix. It serves hospitals, treatment centers, and distributors. The company was formerly known as AVITA Therapeutics, Inc. and changed its name to AVITA Medical, Inc. in December 2020. AVITA Medical, Inc. is headquartered in Valencia, California.

                    Avita Medical (RCEL) Earnings & Revenues

                    RCEL Revenue Breakdown

                    99.27%99.27%0.67%0.07%
                    99.27% Commercial sales
                    0.67% Services for emergency preparedness
                    0.07% Deferred commercial revenue
                    tipranks

                    RCEL Stock 12 Month Forecast

                    Average Price Target

                    $9.00
                    ▲(87.50% Upside)
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                    Ownership Overview

                    1.87%6.53%0.61%84.55%
                    0.61% Other Institutional Investors
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