AirSculpt Technologies (AIRS) Panoramica del titolo
AirSculpt Technologies, Inc. insieme alle sue controllate, opera come holding per EBS Intermediate Parent LLC, che fornisce servizi di procedure di rimodellamento del corpo negli Stati Uniti e in Canada. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 0/6 |
| Crescita futura | 0/6 |
| Prestazioni passate | 0/6 |
| Salute finanziaria | 3/6 |
| Dividendi | 0/6 |
AIRS Community Fair Values
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Analyst Price Targets
Concorrenti di AirSculpt Technologies, Inc.
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$4.77 |
| Massimo di 52 settimane | US$12.00 |
| Minimo di 52 settimane | US$1.51 |
| Beta | 2.37 |
| Variazione di 1 mese | 13.03% |
| Variazione a 3 mesi | 23.58% |
| Variazione di 1 anno | -23.06% |
| Variazione a 3 anni | -39.31% |
| Variazione a 5 anni | n/a |
| Variazione dall'IPO | -69.98% |
Notizie e aggiornamenti recenti
Nuova narrativa • Aug 05
GLP-1 Patient Tailwinds Will Meet Margin Pressures And Keep Prospects Balanced
Catalysts About AirSculpt Technologies AirSculpt Technologies provides minimally invasive body contouring procedures through a network of company operated centers. What are the underlying business or industry changes driving this perspective?
Aggiornamento narrativa • Jul 22
AIRS: Higher Fair Value And 2026 Guidance Will Support Bullish Repricing
Analysts have raised their fair value estimate for AirSculpt Technologies to $6.25 from $4.50, reflecting updated views on its long term P/E assumption and profitability metrics, while keeping revenue growth and discount rate expectations broadly consistent. What’s in the News for AirSculpt Technologies AirSculpt Technologies affirmed earnings guidance for the full year 2026, indicating an expected revenue range of approximately $151 million to $157 million.
Nuova narrativa • Jul 21
Long-Term GLP-1 Tailwinds And New Procedures Will Transform Future Earnings Potential
Catalysts About AirSculpt Technologies AirSculpt Technologies operates centers that provide minimally invasive body contouring, skin tightening and related aesthetic procedures. What are the underlying business or industry changes driving this perspective?Aggiornamento narrativa • Jun 26
AIRS: Raised Price View And 2026 Outlook Will Shape Fair Risk Balance
Analysts have raised their price target on AirSculpt Technologies stock from $3.00 to $4.50, citing updated views on fair value, discount rate, revenue growth, profit margin and future P/E assumptions. What’s in the News for AirSculpt Technologies AirSculpt Technologies affirmed revenue guidance for the full year 2026, with expectations of approximately US$151 million to US$157 million.Recent updates
Nuova narrativa • Aug 05
GLP-1 Patient Tailwinds Will Meet Margin Pressures And Keep Prospects Balanced
Catalysts About AirSculpt Technologies AirSculpt Technologies provides minimally invasive body contouring procedures through a network of company operated centers. What are the underlying business or industry changes driving this perspective?Aggiornamento narrativa • Jul 22
AIRS: Higher Fair Value And 2026 Guidance Will Support Bullish Repricing
Analysts have raised their fair value estimate for AirSculpt Technologies to $6.25 from $4.50, reflecting updated views on its long term P/E assumption and profitability metrics, while keeping revenue growth and discount rate expectations broadly consistent. What’s in the News for AirSculpt Technologies AirSculpt Technologies affirmed earnings guidance for the full year 2026, indicating an expected revenue range of approximately $151 million to $157 million.Nuova narrativa • Jul 21
Long-Term GLP-1 Tailwinds And New Procedures Will Transform Future Earnings Potential
Catalysts About AirSculpt Technologies AirSculpt Technologies operates centers that provide minimally invasive body contouring, skin tightening and related aesthetic procedures. What are the underlying business or industry changes driving this perspective?Aggiornamento narrativa • Jun 26
AIRS: Raised Price View And 2026 Outlook Will Shape Fair Risk Balance
Analysts have raised their price target on AirSculpt Technologies stock from $3.00 to $4.50, citing updated views on fair value, discount rate, revenue growth, profit margin and future P/E assumptions. What’s in the News for AirSculpt Technologies AirSculpt Technologies affirmed revenue guidance for the full year 2026, with expectations of approximately US$151 million to US$157 million.Articolo di analisi • Jan 06
AirSculpt Technologies, Inc.'s (NASDAQ:AIRS) Share Price Is Still Matching Investor Opinion Despite 35% Slump
Unfortunately for some shareholders, the AirSculpt Technologies, Inc. ( NASDAQ:AIRS ) share price has dived 35% in the...Seeking Alpha • Oct 29
AirSculpt Technologies: Upgrading To Buy On Improving Fundamentals
Summary Upgrade AirSculpt Technologies (AIRS) to 'Buy' as strong technical momentum and record lead generation drive optimism for further upside. AIRS delivered positive sequential growth in Q2, with improved gross margins, reduced SG&A expenses, and lower customer acquisition costs supporting profitability. Debt reduction and the highest operating cash flow in eight quarters position AIRS closer to sustained profitability, despite macro risks and elevated valuation. Q3 earnings are critical; AIRS must meet or exceed $39.8 million in revenue to maintain momentum and justify its premium sales multiple. Read the full article on Seeking AlphaArticolo di analisi • Oct 05
AirSculpt Technologies, Inc.'s (NASDAQ:AIRS) Shares Climb 32% But Its Business Is Yet to Catch Up
Despite an already strong run, AirSculpt Technologies, Inc. ( NASDAQ:AIRS ) shares have been powering on, with a gain...Articolo di analisi • Sep 24
Estimating The Intrinsic Value Of AirSculpt Technologies, Inc. (NASDAQ:AIRS)
Key Insights AirSculpt Technologies' estimated fair value is US$7.56 based on 2 Stage Free Cash Flow to Equity...Articolo di analisi • Aug 29
Here's Why AirSculpt Technologies (NASDAQ:AIRS) Can Afford Some Debt
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Articolo di analisi • Jul 25
AirSculpt Technologies, Inc.'s (NASDAQ:AIRS) 28% Share Price Surge Not Quite Adding Up
Despite an already strong run, AirSculpt Technologies, Inc. ( NASDAQ:AIRS ) shares have been powering on, with a gain...Articolo di analisi • Jun 10
AirSculpt Technologies, Inc.'s (NASDAQ:AIRS) Shares Climb 69% But Its Business Is Yet to Catch Up
The AirSculpt Technologies, Inc. ( NASDAQ:AIRS ) share price has done very well over the last month, posting an...Articolo di analisi • Apr 25
Some Confidence Is Lacking In AirSculpt Technologies, Inc. (NASDAQ:AIRS) As Shares Slide 31%
To the annoyance of some shareholders, AirSculpt Technologies, Inc. ( NASDAQ:AIRS ) shares are down a considerable 31...Articolo di analisi • Feb 25
AirSculpt Technologies, Inc.'s (NASDAQ:AIRS) Share Price Matching Investor Opinion
It's not a stretch to say that AirSculpt Technologies, Inc.'s ( NASDAQ:AIRS ) price-to-sales (or "P/S") ratio of 1.4x...Articolo di analisi • Jan 28
Investors Could Be Concerned With AirSculpt Technologies' (NASDAQ:AIRS) Returns On Capital
Ignoring the stock price of a company, what are the underlying trends that tell us a business is past the growth phase...Articolo di analisi • Dec 04
An Intrinsic Calculation For AirSculpt Technologies, Inc. (NASDAQ:AIRS) Suggests It's 40% Undervalued
Key Insights Using the 2 Stage Free Cash Flow to Equity, AirSculpt Technologies fair value estimate is US$12.46 Current...Articolo di analisi • Nov 14
Why Investors Shouldn't Be Surprised By AirSculpt Technologies, Inc.'s (NASDAQ:AIRS) 30% Share Price Surge
Despite an already strong run, AirSculpt Technologies, Inc. ( NASDAQ:AIRS ) shares have been powering on, with a gain...Articolo di analisi • Nov 07
Is AirSculpt Technologies (NASDAQ:AIRS) A Risky Investment?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Articolo di analisi • Oct 20
The Return Trends At AirSculpt Technologies (NASDAQ:AIRS) Look Promising
There are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...Articolo di analisi • Sep 28
Optimistic Investors Push AirSculpt Technologies, Inc. (NASDAQ:AIRS) Shares Up 29% But Growth Is Lacking
AirSculpt Technologies, Inc. ( NASDAQ:AIRS ) shareholders have had their patience rewarded with a 29% share price jump...Articolo di analisi • Sep 25
Is It Time To Consider Buying AirSculpt Technologies, Inc. (NASDAQ:AIRS)?
AirSculpt Technologies, Inc. ( NASDAQ:AIRS ), might not be a large cap stock, but it saw a significant share price rise...Articolo di analisi • Aug 01
The Market Lifts AirSculpt Technologies, Inc. (NASDAQ:AIRS) Shares 26% But It Can Do More
Those holding AirSculpt Technologies, Inc. ( NASDAQ:AIRS ) shares would be relieved that the share price has rebounded...Articolo di analisi • Apr 04
There's Been No Shortage Of Growth Recently For AirSculpt Technologies' (NASDAQ:AIRS) Returns On Capital
What are the early trends we should look for to identify a stock that could multiply in value over the long term...Articolo di analisi • Feb 23
Here's Why AirSculpt Technologies (NASDAQ:AIRS) Can Manage Its Debt Responsibly
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...Articolo di analisi • Dec 14
AirSculpt Technologies, Inc. (NASDAQ:AIRS) Stocks Shoot Up 31% But Its P/S Still Looks Reasonable
AirSculpt Technologies, Inc. ( NASDAQ:AIRS ) shareholders are no doubt pleased to see that the share price has bounced...Articolo di analisi • Nov 12
US$8.19: That's What Analysts Think AirSculpt Technologies, Inc. (NASDAQ:AIRS) Is Worth After Its Latest Results
There's been a notable change in appetite for AirSculpt Technologies, Inc. ( NASDAQ:AIRS ) shares in the week since its...Articolo di analisi • Sep 20
Be Wary Of AirSculpt Technologies (NASDAQ:AIRS) And Its Returns On Capital
When we're researching a company, it's sometimes hard to find the warning signs, but there are some financial metrics...Articolo di analisi • Oct 29
Capital Allocation Trends At AirSculpt Technologies (NASDAQ:AIRS) Aren't Ideal
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Ideally, a...Seeking Alpha • Aug 27
AirSculpt Technologies: Niche Offering Offset By Profitability, Valuation
Summary AirSculpt Technologies presents with a unique offering with exposure to alternative medical sectors in cosmetics. The company's growth strategy is well received but comes with notable execution risks. Shares appear to be reasonably valued at current levels, however, deeper examination of financials places questions on just what we are buying. With these points in mind, we value AIRS a hold. Investment summary AirSculpt Technologies, Inc. (AIRS) has piqued our interest since listing back in FY21. It operates in a novel segment of 'body contouring procedures' and is best known for its AirSculpt procedure, under the subsidiary brand Elite Body Sculpture. The proprietary procedure is touted due to its minimally invasive nature that contrasts to traditional liposuction. Its growth strategy is to open new centres and expand/relocate existing ones, ultimately driving up revenue per case, cases per room and overall case numbers as part of its growth strategy. Exhibit 1. AIRS 6-month price action Data: Refinitiv Eikon Despite the allure, forensics over its financial statements reveal there to be a loose fit to the kind of equity premia we are seeking exposure to in H2 FY22. Valuations are supportive of a neutral view and regulatory headwinds in adjacent markets [Australia, to be specific] has us cautious on the ramifications for global peers. With these points in mind, we rate AIRS a hold. Q2 earnings indicate growth trends We see the differentiated strengths of AIRS' procedures in its most recent earnings, with upsides to consensus at the top and bottom lines. Forecasts on the global cosmetic market growth published in April 2022 predict a geometric growth of 3.6% per year from 2021 until 2028. Contrary evidence suggests a 9.6% CAGR into 2030. AIRS printed revenue of $49.7 million for the period, up 42% YoY. Presuming either of the above forecasts are true, then AIRS above top-line growth suggest it gained additional market share during the quarter. As a side note, however, this is a murky segment - recent controversies in the Australian cosmetic surgery market surrounding regulation are a potential risk for global participants. Cases also increased 22.5% YoY to 3,691 total cases, as seen in Exhibit 2. The company records each case as 1 visit, with doesn't factor in that each patient may have multiple treatment areas per visit. Nevertheless, it opened 4 new centres during Q2 FY21, bringing total centres to 19. Meanwhile, revenue per case increased 16% YoY to ~$13,450, supported by the company's access to 38 procedure rooms versus 25 the year prior. However, the 10-Q did note that cases per procedure room declined due to the addition of the 13 new centres and expansion of existing ones, versus an organic decline over the 12 months. There is good reason to estimate that trends will normalize as procedures per room level to overall company growth trends. Exhibit 2. Above-market growth statistics imply the company might be gaining additional market share Image: HB Insights, AIRS SEC Filings Despite the upsides in booked revenues for the quarter, our findings indicate there are drains and pulls on liquidity that may place stress on AIRS' current position. As seen below, we estimate there to be around 3-4 quarters of cash runway remaining with the company's most recent earnings. It needs a substantial growth in cash conversion from net income to bolster its position here and prevent additional dilutive equity raise(s) and/or expensive debt issuance/origination in the high yield debt capital markets. Noteworthy to this point, however, is the company declared a $0.41/share special dividend to be paid in September. Exhibit 3. Data: HB Insights Estimates The company also reports non-GAAP EBITDA and recorded a $1.01 million YoY increase to $15.2 million as seen in Exhibit 4. This is despite earnings narrowing by 94% YoY from ~$10 million to $583,000. According to the 10-Q, "management assesses and believes investors should assess our operating performance" [using non-GAAP EBITDA]. We take some issue with this recommendation. Firstly, the company booked ~$7.3 million in stock-based compensation ("SBC") for the period, and saw an interest expense of $1.5 million - each up substantially on the year. Moreover, as seen below, AIRS asks us to ignore the impact of new centre opening and relocation costs, plus the SBC, plus the loss on asset disposals. We argue these are expenses that must be realized in the analysis of free cash flow and valuation. We can't simply ignore that these 3 expenses in particular total to $9.3 million, and removing them from the equation, non-GAAP EBITDA is ~$5.9 million. Not to mention, it also recorded a $60 million payment to its parent organization. Therefore, whilst it converted $8.5 million in quarterly cash flow, this was more than offset by these expenditures. Exhibit 4. Non-GAAP EBITDA includes several expenditures that we argue should be included in cash flow analysis Data: AIRS 10-Q, Q2 FY2022 Valuation AIRS' growth strategy involves opening de novo centres, expanding existing ones and acquiring additional assets into its portfolio. In that regard, AIRS' corporate value stems from its popular set of procedures - particularly AirSculpt liposuction - as an intangible plus its tangible book value. Any value manager will also familiarize this information with cash flow multiples and forecasts.Rendimenti per gli azionisti
| AIRS | US Healthcare | US Mercato | |
|---|---|---|---|
| 7D | -1.6% | -2.8% | 3.5% |
| 1Y | -23.1% | 42.4% | 20.5% |
Ritorno vs Industria: AIRS ha avuto una performance inferiore rispetto al US Healthcare che ha registrato un rendimento 42.4 % nell'ultimo anno.
Rendimento vs Mercato: AIRS ha avuto una performance inferiore al mercato US che ha registrato un rendimento 20.5 % nell'ultimo anno.
Volatilità dei prezzi
| AIRS volatility | |
|---|---|
| AIRS Average Weekly Movement | 10.4% |
| Healthcare Industry Average Movement | 7.4% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.1% |
Prezzo delle azioni stabile: AIRS non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale di AIRS è diminuita da 17% a 10% nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 2012 | 347 | Yogi Jashnani | www.airsculpt.com |
AirSculpt Technologies, Inc. insieme alle sue controllate, opera come holding per EBS Intermediate Parent LLC, che fornisce servizi di procedure di rimodellamento del corpo negli Stati Uniti e in Canada. L'azienda offre AirSculpt, un trattamento per il contorno del corpo che rimuove il grasso e rassoda la pelle, scolpendo aree mirate del corpo con una procedura minimamente invasiva. Offre anche AirSculpt+, una procedura che rimuove in modo permanente il grasso e rassoda la pelle con una precisione e una finezza senza precedenti, e AirSculpt Smooth, uno strumento avanzato per la rimozione della cellulite.
AirSculpt Technologies, Inc. Riepilogo dei fondamenti
| AIRS statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$349.20m |
| Utili (TTM) | -US$11.22m |
| Ricavi(TTM) | US$151.84m |
2.2x
Rapporto P/S-30.0x
Rapporto P/EAIRS è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| AIRS Conto economico (TTM) | |
|---|---|
| Ricavi | US$151.84m |
| Costo del fatturato | US$51.53m |
| Profitto lordo | US$100.31m |
| Altre spese | US$111.53m |
| Utili | -US$11.22m |
Ultimi utili riportati
Mar 31, 2026
Prossima data di guadagno
Aug 10, 2026
| Utile per azione (EPS) | -0.16 |
| Margine lordo | 66.06% |
| Margine di profitto netto | -7.39% |
| Rapporto debito/patrimonio netto | 44.7% |
Come si è comportato AIRS nel lungo periodo?
Vedi performance storica e confrontoAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/08/06 19:23 |
| Prezzo dell'azione a fine giornata | 2026/08/06 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
AirSculpt Technologies, Inc. è coperta da 7 analisti. 3 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Sam Eiber | BTIG |
| Michael Gorman | BTIG |
| Benjamin Mayo | Leerink Partners LLC |