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CECELU

Celularity Inc.

Rising onWhy it's trendingX chatter picking upStrong bullish X conversationPrice and volume picking up
$CELU·$45M·Biotechnology·Healthcare
$1.33+1.5%YTD+19.8%1Y-38.7%
Price updated 10h ago·X counts updated 4d ago
CECELU
$CELUCelularity Inc.
$1.33+1.53%18 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $CELU on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

18X posts · last 7 days
Sep 28Oct 11
Bullish sentimentAI analysisGenerated by AI from underlying data10 posts analyzed · as of 2026-09-04

$CELU (Celularity) chatter is bullish. CELU +139% single-day move on $300M MuseCell Manufacturing Deal (Biotech Weekly Top Move). Multiple daytrader scalps (alerted $1.95→$2.20). Bulls watch $2.15 breakout for $2.25/$2.40/$2.55+ targets. Small daytrader/momentum community very bullish.

Read what X is saying about $CELU

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $CELU — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Hinges on a big eventWinding up for a moveAI verdict · as of 2026-10-03

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Placental cell-therapy company that just closed a recap and signed a $300M MuseCell deal — real catalysts, but still a $46M-cap science bet.

Celularity has gone from forgotten clinical biotech to a story stock in the last eight weeks — the MuseCell US manufacturing collaboration, the $25M convertible-note recapitalization, Naveen Jain joining the board, and the Nasdaq compliance restoration all landed inside a six-week window.

  • Q2 revenue surprised with EPS of +$0.02 (vs no estimate) on $3.85M revenue — the first positive EPS in years, albeit on a tiny top line and likely with non-recurring items in the mix.
  • The Barach Family Trust 13D/A disclosure shows Philip and Daniele Barach holding 6.4M shares valued at $11M at the September 23 reporting price of $1.73 — concentrated insider ownership that creates both signal (alignment) and risk (overhang).
  • Sell-side has 2026 revenue at $44M and 2027 revenue at $286M with EPS swinging from -$2.75 to +$1.50 — any Fontaine Vitale 2027 opening slip or MuseCell delivery issue breaks the forward math.

At $1.60 and $46M market cap this is a lottery ticket on commercial execution of placental cell therapies — the November 13 earnings is the first test of whether revenue is actually ramping or the pivot is still mostly announcement.

Agrees with X sentimentX is bullish on daytrade scalping and the $300M MuseCell manufacturing deal as the breakout catalyst; the TickerTalks read agrees the catalysts are real but is more cautious given the microcap profile and the gap between announcements and recognized revenue.

What to watch: November 13 Q3 earnings and the first MuseCell-related revenue disclosure; the Fontaine Vitale Q1 2027 opening timeline; any further insider or Barach Family Trust 13D/A activity.

On the calendar: Q3 earnings scheduled 2026-11-13

Read the AI verdict on $CELU

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Clinical-stage biotech developing off-the-shelf cell therapies derived from placental tissue for cancer and viral diseases.

Industry overviewAI analysisGenerated by AI from underlying data

Where Biotechnology sits in its cycle right now — and what that implies for $CELU.

Biotechnology · Healthcare

No material change from last week — mRNA oncology platform remains the structural driver.

What this means for $CELU

Neutral — Clinical-stage biotech developing off-the-shelf cell therapies derived from placental tissue for cancer and viral diseases.

Top industry ETF

$IBBiShares Biotechnology ETF
+17.9%YTD
+35.2%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-0.6How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-151%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-231%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-21.8%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
2.3Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
411%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
76.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
-1.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Sep 29, 2026$0.02——
Q1 2026Apr 30, 2026$-0.95$-1.50+36.7%
Q3 2025Nov 14, 2025$-0.88$-1.50+41.3%
Q2 2025Aug 29, 2025$-0.75——
Next earningsFri, Nov 13

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q4 FY25$4.1M-77.4%208%-537%$-0.95$-5.1M
Q3 FY25$5.3M-43.2%61.8%-244%$-0.88$-4.2M
Q2 FY25$5.7M-52.6%8.6%-277%$-1.02$-999K
Q1 FY25$11.4M-22.2%68.9%-91.8%$-0.84$-3.0M

Forward consensus

2-year forecast · up to 1 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$44.0M$44.0M – $44.0M-$2.75-$2.75 – -$2.751
FY27$285.7M$285.7M – $285.7M$1.50$1.50 – $1.501

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.2×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.39%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+5.7%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+20.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 22.4M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.1% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.545-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

No open-market buys or sells in the last 180 days.

+ 6 other (6 others) in window

See when $CELU insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeSep 298-K — Item 5.02: Officer or director change
AI summary

Celularity Inc. (CELU) filed an 8-K on 2026-09-29 disclosing a director or executive officer departure, appointment, or compensation change (Item 5.02). No narrative detail was available in the excerpt; this is typically an administrative personnel or governance disclosure with limited market impact unless it involves a key C-suite role.

SC 13D/AActivist amendmentSep 28SC 13D/A
AI summary

Philip & Daniele Barach Family Trust and Philip A. Barach and Daniele Barach individually filed Amendment No. 3 to Schedule 13D on Celularity Inc. (CELU), reporting shared beneficial ownership of 11,940,187 Class A shares (29.0% of outstanding) as of September 23, 2026; all power is shared with no sole voting or dispositive rights. The September 23 trigger date coincides with Celularity's Securities Purchase Agreement for convertible notes, suggesting a related ownership adjustment. This is a significant shareholder update reflecting near-30% control by a California family trust.

8-KMaterial agreementSep 288-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation · Item 3.02: Unregistered equity sale · Item 5.02: Officer or director change
AI summary

Celularity (CELU) entered into a Securities Purchase Agreement on September 23, 2026, to issue up to $25.0 million in senior secured convertible promissory notes plus warrants for Class A common stock, in two tranches. The first tranche closed September 24, 2026, generating ~$11.01 million gross proceeds from ~$11.01 million face value notes. The filing also covers Item 3.02 (unregistered equity—the warrants) and Item 5.02 (officer/director changes—details not in excerpt). This is a materially dilutive PIPE financing at a distressed capital structure for a clinical-stage cell therapy company.

8-KOfficer or director changeAug 78-K — Item 5.02: Officer or director change
AI summary

Celularity Inc. disclosed that it terminated Rick Gonzalez, its Chief Commercial Officer, effective August 5, 2026, with no severance terms or reason disclosed. As of the termination date, Gonzalez ceased all CCO duties. This is a routine leadership change for a financially distressed regenerative medicine company, with no information on a successor or strategic rationale provided.

8-KListing / delisting noticeJul 298-K — Item 3.01: Listing / delisting notice
AI summary

Celularity Inc. received a Nasdaq non-compliance notice on July 23, 2026, because its Class A common stock closing bid price fell below $1.00 per share for 30 consecutive business days, violating the minimum bid price requirement under Nasdaq Listing Rule 5450(a)(1). The company has a 180-day cure period through January 19, 2027, with a potential additional 180-day extension. This is a material regulatory risk event that could ultimately lead to delisting if the share price does not recover.

8-KMaterial agreementJun 308-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation · Item 5.02: Officer or director change
AI summary

Celularity Inc. entered into a $1 million secured loan with the Philip & Daniele Barach Family Trust (affiliated with a greater-than-5% beneficial owner, constituting a related-party transaction), at 4.0% per annum interest (18.0% on default), maturing the earlier of 30 days after closing or receipt of financing proceeds. The loan is secured by a first-priority interest in substantially all of Celularity's personal property; Robert J. Hariri (another creditor) entered a waiver and subordination agreement. This emergency related-party loan highlights severe liquidity constraints at the financially distressed company.

8-KOfficer or director changeJun 258-K — Item 5.02: Officer or director change
SC 13D/AActivist amendmentJun 23SC 13D/A
+ 14 other (4 8-Ks · 3 3s · 2 NT 10-Qs · 1 10-Q) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Celularity Highlights Anticipated Quarter One 2027 Opening of Fontaine Vitale as Strategic Partnerglobenewswire.com·16d agoCelularity Announces Naveen Jain to Join Board of Directorsglobenewswire.com·17d agoCelularity Announces Over $10 Million Initial Financing Closing as Part of Up to $28 Million Recapitalization to Accelerate Growth Following Significant Operating Improvementsglobenewswire.com·22d agoCelularity and MuseCell Innovations® Announce U.S. Manufacturing Collaboration for the Dezawa MuseCell® Platformgurufocus.com·50d agoCelularity and MuseCell Innovations® Announce U.S. Manufacturing Collaboration for the Dezawa MuseCell® Platformbusinesswire.com·50d ago

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Voices on X · last 7 days

No standout posts about $CELU on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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