Avita Medical Inc. (RCEL) Stock Falls on Q4 2025 Earnings

Avita Medical Inc. ($RCEL) reported fourth-quarter 2025 results.

Total revenue: $17.6 million (down 4.3% year‑over‑year).

Gross profit: $20.9 million (up 29.7% year‑over‑year).

Operating profit: $45.6 million (a -558.4% year‑over‑year change).

Net loss attributable to common shareholders: $11.6 million (loss improved 0.3% year‑over‑year).

Diluted earnings per share: -$7.60 (up 1627.3% year‑over‑year; consensus was -$0.37).

Cash used in operating activities: -$5.2 million (a -35.4% year‑over‑year change).

Purchases of property, plant and equipment: -$0.9 million (down 42.1% year‑over‑year).

Cash and cash equivalents: $10.2 million (down 27.1% year‑over‑year).

Total liabilities: $73.0 million (down 2.6% year‑over‑year).

Revenue missed the estimate of $18.2 million.

EPS missed the estimate of -$0.37.

Shares moved -3.05% since market close.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

Avita Medical Inc. Insider Trading Activity

Avita Medical Inc. insiders have traded $RCEL stock on the open market 3 times in the past 6 months. Of those trades, 3 have been purchases and 0 have been sales.

Here’s a breakdown of recent trading of $RCEL stock by insiders over the last 6 months:

ROBERT MCNAMARA has made 2 purchases buying 20,000 shares for an estimated $95,000 and 0 sales.
DAVID D O'TOOLE (CFO) purchased 2,000 shares for an estimated $9,040

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

Avita Medical Inc. Hedge Fund Activity

We have seen 25 institutional investors add shares of Avita Medical Inc. stock to their portfolio, and 59 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

OPALEYE MANAGEMENT INC. removed 389,519 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $1,990,442
MILLENNIUM MANAGEMENT LLC removed 236,483 shares (-64.1%) from their portfolio in Q3 2025, for an estimated $1,208,428
GEODE CAPITAL MANAGEMENT, LLC added 147,722 shares (+44.6%) to their portfolio in Q4 2025, for an estimated $509,640
JACOBS LEVY EQUITY MANAGEMENT, INC removed 138,199 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $706,196
MORGAN STANLEY removed 124,951 shares (-56.2%) from their portfolio in Q3 2025, for an estimated $638,499
BROOKLYN INVESTMENT GROUP added 116,776 shares (+inf%) to their portfolio in Q3 2025, for an estimated $596,725
WELLINGTON MANAGEMENT GROUP LLP removed 110,701 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $565,682

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

Avita Medical Inc. Analyst Ratings

Wall Street analysts have issued reports on $RCEL in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

D. Boral Capital issued a "Buy" rating on 01/15/2026

To track analyst ratings and price targets for Avita Medical Inc., check out Quiver Quantitative's $RCEL forecast page.

Avita Medical Inc. Price Targets

Multiple analysts have issued price targets for $RCEL recently. We have seen 2 analysts offer price targets for $RCEL in the last 6 months, with a median target of $6.75.

Here are some recent targets:

Jason Kolbert from D. Boral Capital set a target price of $10.0 on 01/26/2026
Frank Takkinen from Lake Street set a target price of $3.5 on 01/16/2026