Update shared on08 Aug 2025
Fair value Increased 13%The upward revision in Beauty Health’s consensus price target to $1.75 is primarily driven by a substantial increase in revenue growth forecasts and a lower discount rate, signaling improved growth expectations and a more favorable risk profile.
What's in the News
- Company updated earnings guidance, projecting Q3 net sales of $65–$70 million and full-year net sales of $285–$300 million, citing strong first half performance.
- Filed a Certificate of Correction amending its Certificate of Incorporation.
- Announced addition to multiple Russell Value benchmark indices, including Russell 2000, 2500, 3000, Microcap, Small Cap Comp, and 3000E Value indices.
- Launched Hydrafacial HydraFillic with Pep9 Booster, a new proprietary clinical skin treatment aimed at anti-aging and hydration, reinforcing innovation in non-invasive aesthetics.
- Entered into privately negotiated exchange agreements to swap $413.2 million of 1.25% convertible senior notes due 2026 for $250 million of new 7.95% senior secured convertible notes due 2028, plus $143.4 million in cash.
Valuation Changes
Summary of Valuation Changes for Beauty Health
- The Consensus Analyst Price Target has risen from $1.66 to $1.75.
- The Consensus Revenue Growth forecasts for Beauty Health has significantly risen from 0.8% per annum to 3.6% per annum.
- The Discount Rate for Beauty Health has fallen from 12.32% to 11.29%.
Disclaimer
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