Madison Small Cap Fund Q4 2025: Buys, Sells, And Standouts

In the fourth quarter we sold four stocks (WAL, CFLT, CCOI, CIEN) and added six new investments (MIR, VCEL, AMPL, VIAV, GTLB, AAON). We exited our investment in infrastructure software vendor CFLT following the announcement that IBM would acquire the company for $11 billion, or $31 per share. We initiated a new investment position in GitLab (GTLB), a Dev/Sec/Ops software platform vendor that helps software developers plan, build, and monitor code.

Seeking Alpha • Feb 2, 2026

These under-the-radar stocks combine fast growth with big upside potential

The companies are projected to grow sales rapidly through 2027, and many of the stocks are expected to show double-digit increases this year.

Market Watch • Jan 15, 2026

Vericel Corporation (VCEL) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript

Vericel Corporation (VCEL) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript

Seeking Alpha • Jan 14, 2026

Vericel Announces Preliminary 2025 Financial Results and Business Updates

Total Revenue Expected to be $276 Million  MACI Revenue Expected to be $239.5 Million Fourth Quarter Total Revenue and MACI Revenue Growth of 23% CAMBRIDGE, Mass., Jan. 13, 2026 (GLOBE NEWSWIRE) -- Vericel Corporation (NASDAQ:VCEL), a leader in advanced therapies for the sports medicine and severe burn care markets, today announced preliminary, unaudited financial results and other business updates for the fourth quarter and year ended December 31, 2025.

GlobeNewsWire • Jan 13, 2026

Vericel to Present at the 44th Annual J.P. Morgan Healthcare Conference on Wednesday, January 14, 2026

CAMBRIDGE, Mass., Jan. 06, 2026 (GLOBE NEWSWIRE) -- Vericel Corporation (NASDAQ:VCEL), a leader in advanced therapies for the sports medicine and severe burn care markets, today announced that the Company will present at the 44th Annual J.P. Morgan Healthcare Conference at 2:15 p.m. ET (11:15 a.m. PT) on Wednesday, January 14, 2026.

GlobeNewsWire • Jan 6, 2026

Vericel to Present at the Stephens Annual Investment Conference on Thursday, November 20, 2025

CAMBRIDGE, Mass., Nov. 14, 2025 (GLOBE NEWSWIRE) -- Vericel Corporation (NASDAQ:VCEL), a leader in advanced therapies for the sports medicine and severe burn care markets, today announced that the Company will participate in a fireside chat at the Stephens Annual Investment Conference at 11:00 a.m. ET (10:00 a.m. CT) on Thursday, November 20, 2025.

GlobeNewsWire • Nov 14, 2025

Wall Street Analysts Believe Vericel (VCEL) Could Rally 39.42%: Here's is How to Trade

The average of price targets set by Wall Street analysts indicates a potential upside of 39.4% in Vericel (VCEL). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.

Zacks Investment Research • Nov 10, 2025

Brown Capital Discloses $31 Million Sale of Vericel Stock as Small-Cap Biotech Reports Earnings

Baltimore-based Brown Capital Management sold 861,020 shares of Vericel Corporation in the third quarter for an estimated $31 million. The transaction value represented 1.3% of Brown Capital's 13F reportable AUM as of quarter-end.

The Motley Fool • Nov 6, 2025

Vericel Corporation (VCEL) Q3 2025 Earnings Call Transcript

Vericel Corporation ( VCEL ) Q3 2025 Earnings Call November 6, 2025 8:30 AM EST Company Participants Eric Burns - Vice President of Finance & Investor Relations Dominick C. Colangelo - CEO, President & Director Joseph Mara - CFO & Treasurer Conference Call Participants Joshua Jennings - TD Cowen, Research Division Richard Newitter - Truist Securities, Inc., Research Division Ryan Zimmerman - BTIG, LLC, Research Division Caitlin Roberts - Canaccord Genuity Corp., Research Division Michael Kratky - Leerink Partners LLC, Research Division Jeffrey Cohen - Ladenburg Thalmann & Co. Inc., Research Division Presentation Operator Good day, and welcome to the Vericel Corporation Third Quarter 2025 Earnings Call.

Seeking Alpha • Nov 6, 2025

Vericel Reports Third Quarter 2025 Financial Results

Record Third Quarter Total Revenue of $67.5 Million MACI Revenue Growth of 25% to $55.7 Million Net Income of $5.1 Million and Adjusted EBITDA Margin of 25% Record Third Quarter Operating Cash Flow of $22.1 Million More than 800 MACI Arthro Surgeons Trained to Date Conference Call Today at 8:30am Eastern Time CAMBRIDGE, Mass., Nov. 06, 2025 (GLOBE NEWSWIRE) -- Vericel Corporation (NASDAQ:VCEL), a leader in advanced therapies for the sports medicine and severe burn care markets, today reported financial results and business highlights for the third quarter ended September 30, 2025.

GlobeNewsWire • Nov 6, 2025