AVITA Medical（RCEL）株式概要
AVITA Medical, Inc.は、その子会社とともに、米国、日本、欧州連合、オーストラリア、英国において急性創傷治療企業として事業を展開している。 詳細
RCEL Community Fair Values
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Analyst Price Targets
AVITA Medical, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$4.61 |
| 52週高値 | US$7.12 |
| 52週安値 | US$3.22 |
| ベータ | 1.86 |
| 1ヶ月の変化 | 16.12% |
| 3ヶ月変化 | 6.47% |
| 1年変化 | -20.52% |
| 3年間の変化 | -77.23% |
| 5年間の変化 | -75.76% |
| IPOからの変化 | -81.56% |
最新ニュース
ナラティブ更新 • Jul 13
RCEL: Renewed Adoption Confidence Will Support Future Bullish Repricing
Analysts have raised their consolidated price target for AVITA Medical from $5.50 to $12, pointing to renewed confidence in RECELL adoption, expectations for organic revenue momentum, and views that the company has sufficient flexibility to support working capital needs. Analyst Commentary Recent research on AVITA Medical highlights a cluster of upbeat views around RECELL adoption, revenue momentum, and balance sheet flexibility, but also leaves room for questions about how consistently the company can execute against expectations.
ナラティブ更新 • Jun 29
RCEL: Execution And Cash Strength Will Drive Recovery And Multiple Expansion
Analysts have raised their price target on AVITA Medical to $6.00 from $3.50. They point to recent quarterly revenue performance, expectations for execution in line with or better than guidance, and an improved cash position as key reasons for a higher fair value estimate and a lower future P/E assumption in updated models.ナラティブ更新 • Jun 14
RCEL: Execution And Cash Strength Are Expected To Drive Future Upside
Narrative update The analyst price target for AVITA Medical has risen by $2.50 to $6.00, with analysts highlighting the recent stock pullback, the latest Q1 revenue level, and expectations for execution and cash position as key supports for this revision. Analyst Commentary Bullish analysts are pointing to the recent price target reset and rating change as a sign of renewed confidence in AVITA Medical after the latest quarterly update.Recent updates
ナラティブ更新 • Jul 13
RCEL: Renewed Adoption Confidence Will Support Future Bullish Repricing
Analysts have raised their consolidated price target for AVITA Medical from $5.50 to $12, pointing to renewed confidence in RECELL adoption, expectations for organic revenue momentum, and views that the company has sufficient flexibility to support working capital needs. Analyst Commentary Recent research on AVITA Medical highlights a cluster of upbeat views around RECELL adoption, revenue momentum, and balance sheet flexibility, but also leaves room for questions about how consistently the company can execute against expectations.ナラティブ更新 • Jun 29
RCEL: Execution And Cash Strength Will Drive Recovery And Multiple Expansion
Analysts have raised their price target on AVITA Medical to $6.00 from $3.50. They point to recent quarterly revenue performance, expectations for execution in line with or better than guidance, and an improved cash position as key reasons for a higher fair value estimate and a lower future P/E assumption in updated models.ナラティブ更新 • Jun 14
RCEL: Execution And Cash Strength Are Expected To Drive Future Upside
Narrative update The analyst price target for AVITA Medical has risen by $2.50 to $6.00, with analysts highlighting the recent stock pullback, the latest Q1 revenue level, and expectations for execution and cash position as key supports for this revision. Analyst Commentary Bullish analysts are pointing to the recent price target reset and rating change as a sign of renewed confidence in AVITA Medical after the latest quarterly update.ナラティブ更新 • May 31
RCEL: Market Recovery And Cash Progress Are Expected To Drive Upside
Analysts have slightly adjusted the AVITA Medical price target to reflect updated assumptions for growth, margins and future P/E. They continue to reference Street research that highlights improving execution, Lake Street’s higher $6 target, and Northland's $10 target supported by expectations for revenue recovery, cash progress and a large addressable market.
ナラティブ更新 • May 10
RCEL: Low Market Penetration And FY27 Cash Breakeven Will Drive Repricing
Analysts have trimmed their price target for AVITA Medical to $5.49 from $5.52, reflecting updated assumptions on discount rate, revenue growth, profit margin, and future P/E after recent research highlighted low current market penetration, a roughly $1.3b total addressable market, reimbursement stabilization, and an outlook for potential cash breakeven during FY27. Analyst Commentary Recent research points to a mixed backdrop for AVITA Medical, with analysts updating their models around a roughly $1.3b total addressable market, low current market penetration of about 5%, and expectations tied to reimbursement trends and the path toward a potential cash breakeven during FY27.ナラティブ更新 • Apr 25
RCEL: Market Penetration And Burn Preparedness Agreement Will Support Constructive Upside
Narrative Update on AVITA Medical The Analyst Price Target for AVITA Medical has been adjusted from $10.02 to about $10.16. Analysts point to updated views on revenue growth and profit margins, as well as recent Northland research highlighting market penetration, product differentiation, reimbursement trends and the path toward cash breakeven as key supports for this change.ナラティブ更新 • Apr 11
RCEL: Reimbursement Stability And FY27 Cash Breakeven Frame Balanced Risk Reward Outlook
The analyst price target for AVITA Medical has been revised slightly higher to reflect an updated fair value of about $5.52, up from roughly $5.33. Analysts point to expectations for revenue growth, stable profit margins, and recent research citing product differentiation, reimbursement stabilization, and progress toward cash breakeven as key drivers of their refreshed view.ナラティブ更新 • Mar 28
RCEL: Reimbursement Stability And FY27 Cash Breakeven Drive Bullish Rerating Potential
Analysts have trimmed their blended valuation for AVITA Medical, with the updated fair value estimate easing from about $5.44 to $5.33 per share. This reflects revised assumptions on revenue growth, profit margins, and a lower future P/E multiple informed by recent research that highlights both the pullback in the stock and expectations for double digit top line expansion over time.ナラティブ更新 • Mar 13
RCEL: Reimbursement Stability And Cash Breakeven Path Will Underpin Renewed Market Confidence
Analysts have lifted their AVITA Medical price target to $10, supported by expectations for renewed double digit revenue growth from a roughly $1.3b addressable market, reimbursement stabilization, and a path to potential cash breakeven around FY27. Analyst Commentary Recent coverage has highlighted a mixed but generally constructive view on AVITA Medical, with the latest initiation pointing to a $10 price target.ナラティブ更新 • Feb 27
RCEL: Refined Earnings Assumptions And Burn Data Will Support Constructive Upside
Analysts have nudged their average price target on AVITA Medical up by $0.50 per share, citing updated assumptions around revenue growth, profit margins and P/E multiples that modestly refine their valuation models. Analyst Commentary Recent bullish analysts have framed the $0.50 uplift in the average price target as a refinement rather than a wholesale reset.ナラティブ更新 • Feb 13
RCEL: Ongoing Burn And Wound Data Will Support Constructive Long-Term Upside
Analysts have adjusted their price target on AVITA Medical to $10.07 from $14.10, reflecting updated views on fair value, discount rate, revenue growth and profit margin assumptions that are broadly consistent with recent Street research, including the modest target raise cited by Lake Street. Analyst Commentary Recent price target work on AVITA Medical points to a more constructive tone among bullish analysts, even if some models still embed conservative assumptions on execution and profitability.ナラティブ更新 • Jan 30
RCEL: Elevated Expectations For 2026 Guidance Will Expose Fragile Market Confidence
Narrative Update: AVITA Medical Analysts have raised their price target on AVITA Medical to about US$3.61 from roughly US$3.00, citing updated assumptions for fair value, discount rate, revenue growth, profit margins, and future P/E as key factors behind the revised assessment. Analyst Commentary Even with a higher price target around US$3.61, bearish analysts remain cautious and describe the move as a fine tuning of assumptions rather than a strong endorsement of upside potential.分析記事 • Jan 24
There's No Escaping AVITA Medical, Inc.'s (NASDAQ:RCEL) Muted Revenues Despite A 26% Share Price Rise
AVITA Medical, Inc. ( NASDAQ:RCEL ) shareholders would be excited to see that the share price has had a great month...ナラティブ更新 • Jan 16
RCEL: Two Year Revenue Guidance Reset Will Support Bullish Repricing
Analysts have adjusted their price target for AVITA Medical, reflecting a lower implied fair value of $6.98, down from $7.32. They cite updated assumptions around revenue growth, profit margins, and a reduced future P/E multiple.分析記事 • Nov 09
AVITA Medical, Inc. (NASDAQ:RCEL) Just Reported Third-Quarter Earnings: Have Analysts Changed Their Mind On The Stock?
AVITA Medical, Inc. ( NASDAQ:RCEL ) missed earnings with its latest quarterly results, disappointing overly-optimistic...ナラティブ更新 • Nov 08
RCEL: Leadership Transition And Guidance Reset Will Drive Second Half Recovery
Analysts have lowered their price target for AVITA Medical from $8.00 to $4.00. They cite weaker-than-expected Q3 revenue, leadership changes, and the need to amend debt agreements as key factors in their revised outlook.分析記事 • Oct 03
AVITA Medical, Inc. (NASDAQ:RCEL) Surges 28% Yet Its Low P/S Is No Reason For Excitement
AVITA Medical, Inc. ( NASDAQ:RCEL ) shareholders would be excited to see that the share price has had a great month...ナラティブ更新 • Sep 17
Medicare Resolution And Trauma Expansion Will Shape Future Wound Care
Analysts have markedly reduced AVITA Medical’s price target from $9.60 to $8.26 amid lowered guidance, recurring earnings misses, and ongoing reimbursement headwinds that are pressuring demand and raising solvency concerns despite management’s optimism for a second-half recovery. Analyst Commentary Materially lowered guidance has prompted a significant reset of expectations, but management maintains confidence in a second half recovery.ナラティブ更新 • Aug 15
Medicare Resolution And Trauma Expansion Will Shape Future Wound Care
AVITA Medical’s consensus price target remains unchanged as analysts respond to materially reduced guidance and persistent reimbursement issues—with bulls viewing the lowered expectations as prudent and bears citing execution risks and near-term revenue headwinds—leaving the fair value steady at $9.60. Analyst Commentary Materially reduced guidance led to significant downward revisions in price targets.分析記事 • Aug 10
AVITA Medical, Inc. (NASDAQ:RCEL) Not Doing Enough For Some Investors As Its Shares Slump 25%
Unfortunately for some shareholders, the AVITA Medical, Inc. ( NASDAQ:RCEL ) share price has dived 25% in the last...分析記事 • May 29
Shareholders Will Probably Not Have Any Issues With AVITA Medical, Inc.'s (NASDAQ:RCEL) CEO Compensation
Key Insights AVITA Medical will host its Annual General Meeting on 4th of June CEO Jim Corbett's total compensation...
新しいナラティブ • Apr 24
PermeaDerm And Cohealyx Will Open International Markets
Launching new products and expanding internationally are expected to drive significant revenue growth and market penetration.分析記事 • Mar 06
Investors Don't See Light At End Of AVITA Medical, Inc.'s (NASDAQ:RCEL) Tunnel
AVITA Medical, Inc.'s ( NASDAQ:RCEL ) price-to-sales (or "P/S") ratio of 3.5x might make it look like a strong buy...分析記事 • Dec 30
Is AVITA Medical (NASDAQ:RCEL) Using Debt Sensibly?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...株主還元
| RCEL | US Biotechs | US 市場 | |
|---|---|---|---|
| 7D | -10.3% | -1.3% | -1.0% |
| 1Y | -20.5% | 29.0% | 14.7% |
業界別リターン: RCEL過去 1 年間で29 % の収益を上げたUS Biotechs業界を下回りました。
リターン対市場: RCELは、過去 1 年間で14.7 % のリターンを上げたUS市場を下回りました。
価格変動
| RCEL volatility | |
|---|---|
| RCEL Average Weekly Movement | 10.4% |
| Biotechs Industry Average Movement | 10.1% |
| Market Average Movement | 7.1% |
| 10% most volatile stocks in US Market | 16.0% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: RCEL 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: RCELの 週次ボラティリティ ( 10% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| n/a | 226 | Cary Vance | avitamedical.com |
AVITA Medical, Inc.は、その子会社とともに、米国、日本、欧州連合、オーストラリア、英国において急性創傷治療企業として事業を展開している。同社の主力製品はRECELLシステムで、熱傷創や全層皮膚欠損の治療、安定した色素脱失白斑病変の再色素化に使用される細胞採取装置である。また、最大1,920cm2まで治療可能な自己細胞採取装置RECALL、最大1,920cm2まで治療可能な使いやすさを向上させた自己細胞採取装置RECELL with ease-of-use；また、RECELL GO自家細胞採取装置は、RECELL GO処理装置で構成されています。RECELL GO処理装置は、ドナー皮膚細胞を分解するために加えられる圧力を制御・管理し、RECELL Enzymeのインキュベーション時間を制御することで、細胞収量を最適化し、細胞の生存率を促進します。さらに、同社は生合成創傷マトリックスであるPermeaDermとコラーゲンベースの真皮マトリックスであるCohealyxを販売・流通させている。同社は病院、治療センター、販売業者にサービスを提供している。旧社名はAVITA Therapeutics, Inc.で、2020年12月にAVITA Medical, Inc.に社名変更した。本社はカリフォルニア州バレンシア。
AVITA Medical, Inc. 基礎のまとめ
| RCEL 基礎統計学 | |
|---|---|
| 時価総額 | US$141.91m |
| 収益（TTM） | -US$45.34m |
| 売上高(TTM) | US$72.35m |
2.0x
P/Sレシオ-3.1x
PER（株価収益率RCEL は割高か？
公正価値と評価分析を参照収益と収入
| RCEL 損益計算書（TTM） | |
|---|---|
| 収益 | US$72.35m |
| 売上原価 | US$13.48m |
| 売上総利益 | US$58.86m |
| その他の費用 | US$104.20m |
| 収益 | -US$45.34m |
直近の収益報告
Mar 31, 2026
次回決算日
Aug 06, 2026
| 一株当たり利益（EPS） | -1.47 |
| グロス・マージン | 81.36% |
| 純利益率 | -62.67% |
| 有利子負債／自己資本比率 | -199.2% |
RCEL の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/07/27 17:51 |
| 終値 | 2026/07/24 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
AVITA Medical, Inc. 7 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。13
| アナリスト | 機関 |
|---|---|
| John Hester | Bell Potter |
| Lyanne Harrison | BofA Global Research |
| Laura McGuigan | B. Riley Securities, Inc. |