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RCRCEL

Avita Medical Inc.

$RCEL·$294M·Medical - Devices·Healthcare
$12.01+3.0%YTD+234.4%1Y+117.3%
Price updated 3m ago·X counts updated 2d ago
RCRCEL
$RCELAvita Medical Inc.
$12.01+2.95%7 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $RCEL 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.

7X posts · last 7 days
Sep 11Sep 27

AI verdictAI analysisGenerated by AI from underlying data

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

Driven by hypeAcceleratingAI verdict · as of 2026-09-29

The move is getting stronger, with heavier trading behind it.

Avita Medical is up 234% YTD at 94% of its 52-week range — the RECELL burn-care commercial ramp is finally showing up in numbers with 120% above 200-day.

Avita Medical is a $290M-cap medical-devices company whose RECELL burn-care franchise has produced a decisive commercial acceleration.

  • Up 234% year to date and 117% over the last twelve months, at 94% of its 52-week range, 36% above the 50-day and 120% above the 200-day moving average.
  • Q2 revenue $22M grew 18% year over year at 82% gross margin and -32% operating margin, EPS -$0.25.
  • Q1 revenue $19M grew 4% year over year — Q2 acceleration was material.
  • Trailing P/E -0.2 and price-to-sales 2.6 — commercial-stage biotech with continued burn.
  • Debt-to-equity -0.07 (net cash negative equity from accumulated losses) with beta 2.02.
  • Three surprises of -4 to 15% magnitude.
  • Analyst-covered next-year consensus is -$0.95 EPS on $88M revenue.
  • Rating upgraded to Buy and RCEL called a great momentum stock in the analyst pipeline.

November 5 earnings (est. -$0.24 EPS) will test whether Q2 revenue acceleration continues and whether operating loss narrows toward breakeven.

What to watch: November 5 print — revenue growth staying above 15%, operating margin narrowing, and any updated commentary on RECELL label expansion or partnership economics.

On the calendar: 2026-11-05 — Q3 earnings

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What it does

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

Medical device company with the FDA-cleared RECELL System for regenerative skin cell therapy in burn treatment and wound care.

Industry overviewAI analysisGenerated by AI from underlying data

Where Medical - Devices sits in its cycle right now — and what that implies for $RCEL.

Medical - Devices · Healthcare

Aging population demographics and AI-assisted device adoption (smart implants, continuous glucose monitors, digital health integration) are the long-cycle structural drivers. Reimbursement timing for new modalities (CMS coverage decisions) and procedure volume recovery from COVID-era deferred care shape the 2026 revenue trajectory.

What this means for $RCEL

Partial — Medical device company with the FDA-cleared RECELL System for regenerative skin cell therapy in burn treatment and wound care.

Industry benchmark

17-name peer basket
+5.2%YTD
+23.2%1Y

Fundamentals & catalyst

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

Key ratios

P/E
-0.2How 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
168%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
-46.6%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
-17.5%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
2.6Same 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
232%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
81.6%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
-0.1Total 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 2026Aug 6, 2026$-0.25$-0.29+14.6%
Q1 2026May 14, 2026$-0.35$-0.350.0%
Q4 2025Feb 12, 2026$-0.38$-0.36-4.3%
Q3 2025Nov 6, 2025$-0.46$-0.43-7.0%
Next earningsThu, Nov 5·consensus EPS $-0.24

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$21.7M+17.8%81.9%-31.6%$-0.25$-13.7M
Q1 FY26$19.3M+4.0%81.7%-45.7%$-34.74$-10.1M
Q4 FY25$17.6M-4.3%81.2%-59.1%$-0.38$-3.7M
Q3 FY25$17.1M-12.7%81.3%-53.6%$-0.46$-6.2M

Forward consensus

5-year forecast · up to 6 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$87.5M$82.8M – $92.0M-$0.95-$1.01 – -$0.885
FY27$110.2M$104.3M – $115.9M-$0.38-$0.41 – -$0.365
FY28$133.9M$128.0M – $142.9M$0.03-$0.06 – $0.146
FY29$411.4M$389.4M – $432.7M$2.76$2.57 – $2.954
FY30$497.5M$471.0M – $523.3M$3.62$3.37 – $3.863

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.0.6×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.94%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.+36.4%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.+120.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 23.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.9% 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.β2.025-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

BuyJun 12David D O'tooleCFO2.0K sh$8KBuyJun 9Woody Joseph FralinDirector5.2K sh$21KBuyJun 9Woody Joseph FralinDirector10.0K sh$42KBuyJun 3Woody Joseph FralinDirector10.0K sh$41KBuyMay 20David D O'tooleCFO2.0K sh$9KBuyMay 19David D O'tooleCFO2.0K sh$8K
+ 3 other (3 awards) in window

See when $RCEL 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-KMaterial agreementAug 118-K — Item 1.01: Material agreement
AI summary

AVITA Medical (RCEL) filed an 8-K on August 12, 2026 (event date August 5) under Item 1.01, announcing a material definitive agreement. The excerpt is the cover page; the specific agreement and counterparty are in the body. AVITA Medical commercializes the RECELL® System, a point-of-care autologous skin cell therapy for burns and wound repair. Material agreements at medical device companies often involve distribution, manufacturing, or licensing arrangements.

8-K/AShareholder vote (amended)Aug 68-K/A — Item 5.07: Shareholder vote
AI summary

AVITA Medical, Inc. (RCEL) reported shareholder vote results (Item 5.07) from its annual or special meeting on 2026-08-06. Key outcome: votes to approve the compensation of the Company’s named executive officers. Shareholder vote disclosures are routine unless a major contested matter was on the ballot. Investors should review whether say-on-pay passed comfortably and whether any dissident nominees were elected.

8-KMaterial agreementJun 88-K — Item 1.01: Material agreement
424B5Prospectus supplement (offering)Jun 8424B5
8-KOfficer or director changeJun 48-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
8-KOfficer or director changeMay 18-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
+ 10 other (2 10-Qs · 2 earnings 8-Ks · 1 S-8 · 1 proxy) in window

Recent news

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

NewEdge Advisors LLC Purchases 62,046 Shares of Avita Medical Inc. $RCELdefenseworld.net·5d agoAVITA Medical, Inc. (RCEL) Presents at Morgan Stanley 24th Annual Global Healthcare Conference Transcriptseekingalpha.com·13d agoAVITA Medical to Participate in Lake Street Best Ideas Growth Conference and Morgan Stanley Healthcare Conferenceglobenewswire.com·27d agoAll You Need to Know About Avita Medical (RCEL) Rating Upgrade to Buyzacks.com·29d agoAvita Medical Inc. (RCEL) is a Great Momentum Stock: Should You Buy?zacks.com·36d ago

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Voices on X · last 7 days

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

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