MESO - Mesoblast Limited Stock Analysis

One-sentence summary of key findings: Mesoblast (MESO) is an Australian biotech company pioneering allogeneic mesenchymal lineage cell therapies, with its first FDA-approved product Ryoncil now generating meaningful revenue (e.g., US$36M in Q4 FY2026) while advancing pivotal Phase 3 trials for chronic low back pain and other indications, supported by strong analyst price targets indicating significant upside potential from current levels around $18.

Current Stock Price

Fact: As of the most recent market data (morning of July 15, 2026), MESO traded at approximately $18.10 - $18.18 (up ~8% intraday from previous close of $16.74), with a market capitalization of ~$2.12B - $2.34B. View live quote on Yahoo Finance

Data limitation: Stock prices are highly volatile and real-time; this snapshot is from tool crawl during market hours and does not constitute investment advice. Always verify current price.

Stock Performance and Company Financials

Stock Performance (Facts from Yahoo Finance)

MetricValue
52-Week Range$11.05 - $21.50
YTD Return~0.31%
1-Year Return~65.11%
3-Year Return~88.50%
5-Year Return~22.27%
Beta (5Y Monthly)0.80
Avg. Volume (3M)188,072

Full performance chart and historical data on Yahoo Finance

Company Financials (TTM / Recent, Facts)

MetricValueSource/Notes
Revenue (TTM)$65.38MYahoo Finance; strong growth from Ryoncil launch (e.g., $36M net in Q4 ended June 2026)
Net Income (TTM)-$94.37MYahoo Finance
EPS (TTM)-$0.79Yahoo Finance
Profit Margin-144.33%Yahoo Finance
Total Cash (mrq)$129.97MYahoo Finance
Total Debt (mrq)$135.14MYahoo Finance; Debt/Equity 23.52%
Market Cap~$2.12B - $2.34BYahoo Finance
Employees81Company reports / IBISWorld

Annual Revenue Trend (Facts, in USD millions)

Fiscal Year EndRevenue
6/30/202210.21
6/30/20237.5
6/30/20245.9
6/30/202517.2
TTM (recent)65.38

Interpretation: Revenue acceleration in recent periods reflects initial commercialization of Ryoncil (remestemcel-L) following FDA approval for pediatric steroid-refractory acute graft-versus-host disease (SR-aGvHD).

Uncertainty: Sustained profitability remains distant; ongoing R&D expenses and clinical trial costs continue to drive losses.

Detailed financial statements on Yahoo Finance | Company Investor Relations

Analyst Ratings

Fact: Analyst coverage is limited but generally positive on upside potential. Consensus price targets range from ~$12.50 to $35.00 across sources (e.g., $35.00 average on Yahoo with Strong Buy lean; $24.87 on Chartmill implying ~48% upside from ~$16.70; mixed Hold/Buy on MarketBeat).

SourceAvg. TargetImplied Upside (from ~$16.70-$18)Consensus
Yahoo Finance$35.00~94-110%Strong Buy (recent Jefferies upgrade)
Chartmill$24.87~48%Positive
Benzinga$12.50LowerMixed (6 analysts)
MarketBeatN/A (1 Sell, 1 Hold, 1 Strong Buy)--Hold

Interpretation: Targets suggest market sees substantial long-term value from pipeline (CLBP, heart failure) and commercial traction, though near-term volatility expected.

Uncertainty: Targets vary widely by analyst and date; limited coverage (few analysts) increases uncertainty. Ratings can change with trial data or regulatory news.

Yahoo Analyst Estimates | TipRanks

Company Overview and History

Fact: Mesoblast Limited (founded 2004 by Silviu Itescu, headquartered in Melbourne, Australia) develops regenerative medicines using proprietary mesenchymal lineage cell technology platform. It focuses on allogeneic (off-the-shelf) cell therapies for inflammatory diseases, cardiovascular conditions, and back pain. Key approved product: Ryoncil (remestemcel-L) for pediatric SR-aGvHD (FDA approved). Pipeline includes rexlemestrocel-L for chronic heart failure and chronic low back pain (Phase 3). Partnerships: Tasly (China), JCR (Japan), GrĂ¼nenthal (Europe). Official website | Wikipedia overview

Key History Milestones (Facts)

Interpretation: Transition from pure R&D to commercial stage marks a critical inflection point.

Uncertainty: Long-term success depends on additional regulatory approvals and market adoption in competitive cell therapy space.

Recent News

Yahoo Press Releases | Company ASX Announcements

Customers and Competitors

Customers / Commercial Partners (Facts)

Interpretation: B2B model with limited public customer disclosure; focus on global partnerships for commercialization.

Uncertainty: Actual end-user adoption rates post-approval not fully disclosed; reimbursement and physician uptake key variables.

Key Competitors (Cell Therapy / Regenerative Medicine)

CompanyTickerFocus AreaNotes
Cynata TherapeuticsCYP.AXMSC therapiesDirect peer in allogeneic MSCs
Allogene TherapeuticsALLOAllogeneic CAR-T / cell therapiesBroader cell therapy platform
BrainStorm Cell TherapeuticsBCLINeurodegenerative / MSCSimilar MSC approach
SanBioSBIO (Japan)Regenerative medicineNeurological focus
Lineage Cell TherapeuticsLCTXCell therapiesBroader regenerative

MarketBeat Competitors

Data limitation/assumption: Competitor list based on public searches; not exhaustive. Market dynamics in cell therapy evolve rapidly with new entrants and M&A.

Overall Data Limitations and Assumptions: All financials, prices, and ratings are based on publicly available data as of July 2026 tool crawls (Yahoo Finance primary source). Clinical/regulatory outcomes, future revenues, and stock performance involve significant uncertainties typical of biotech (trial failures, dilution risk, competition). This is not financial advice; consult professionals and verify latest SEC filings/earnings. Assumptions include continued execution on pipeline and no major adverse events.

Generated July 15, 2026. Sources primarily Yahoo Finance, company site, Wikipedia, and aggregated search results.