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Airsculpt Technologies
(NASDAQ:AIRS)
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Rating:44Neutral
Price Target:
$1.50
▼(-44.85% Downside)
Action:Reiterated
Date:09/16/26
The score is primarily held back by weakening financial performance (declining revenue, persistent losses, and TTM cash burn) and bearish technicals (price below key moving averages with negative MACD). Offsetting factors are a more constructive earnings-call outlook with signs of stabilization, positive adjusted EBITDA, and improved balance-sheet leverage, though valuation remains constrained by negative earnings and no dividend support.
Positive Factors
Resilient gross profitability
Gross margin near 61% indicates the core procedure model retains meaningful unit economics despite recent revenue pressure. Sustained gross profitability can support investment in centers, marketing, and new services while giving management room to improve operating leverage over the next several quarters.
Negative Factors
Sustained revenue contraction
The multi-year revenue decline shows that AirSculpt has not yet restored its prior scale, creating pressure on fixed-center costs and overall operating leverage. Continued top-line contraction could limit investment capacity and make a durable return to profitability harder over the next several quarters.
Read all positive and negative factors
Positive Factors
Negative Factors
Resilient gross profitability
Gross margin near 61% indicates the core procedure model retains meaningful unit economics despite recent revenue pressure. Sustained gross profitability can support investment in centers, marketing, and new services while giving management room to improve operating leverage over the next several quarters.
Read all positive factors
Airsculpt Technologies (AIRS) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$116.79M
Dividend Yield4.45%
Average Volume (3M)907.58K
Price to Earnings (P/E)―
Beta (1Y)2.44
Revenue Growth-8.71%
EPS Growth26.89%
CountryUS
Employees347
SectorHealthcare
Sector Strength45
IndustryMedical - Care Facilities
Share Statistics
EPS (TTM)-0.18
Shares Outstanding72,095,210
10 Day Avg. Volume950,473
30 Day Avg. Volume907,579
Financial Highlights & Ratios
PEG Ratio-0.29
Price to Book (P/B)1.36
Price to Sales (P/S)0.79
P/FCF Ratio172.97
Enterprise Value/Market Cap3.18
Enterprise Value/Revenue2.46
Enterprise Value/Gross Profit4.27
Enterprise Value/Ebitda108.59
Forecast
1Y Price Target
$5.50Price Target Upside102.21% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering3
EPS Forecast (FY)-0.04
Revenue Forecast (FY)$151.05M
Airsculpt Technologies Business Overview & Revenue Model
Company Description
AirSculpt Technologies, Inc., together with its subsidiaries, focuses on operating as a holding company for EBS Intermediate Parent LLC that provides body contouring procedure services in the United States, Canada, and the United Kingdom. The comp...
Airsculpt Technologies Earnings Call Summary
Earnings Call Date:Aug 10, 2026
(Q2-2026)
| % Change Since: |
Next Earnings Date:Nov 05, 2026
Earnings Call Sentiment Neutral
The call presented a balanced picture: the company demonstrated measurable stabilization (case growth, improved same-center sales, gross margin expansion, reduced debt and increased liquidity) and a clear strategic plan (new procedures, AlloClae partnership, marketing optimization). However, near-term headwinds persist — Q2 revenue modestly declined, adjusted EBITDA was down versus prior year, customer acquisition costs are elevated, and trends softened in June/July with Q3 expected to be down on a comparable basis. Management is investing in marketing and new services to drive longer-term growth but those investments and new offerings are early-stage and have not yet been fully realized in the financials.Positive Updates
Stable Revenue and Case Growth
Q2 revenue of $42.9M (down 2.5% YoY) with two consecutive quarters of stable revenue; underlying same-center case growth of +1% in Q2 (second consecutive quarter of YoY case growth) and same-center revenue roughly flat year-to-date excluding London.
Negative Updates
YoY Revenue Decline
Reported Q2 revenue of $42.9M declined 2.5% versus the prior year quarter; same-center revenue declined ~1% in Q2 on a comparable basis (excluding London).
Read all updates
Q2-2026 Updates
Positive
Negative
Stable Revenue and Case Growth
Q2 revenue of $42.9M (down 2.5% YoY) with two consecutive quarters of stable revenue; underlying same-center case growth of +1% in Q2 (second consecutive quarter of YoY case growth) and same-center revenue roughly flat year-to-date excluding London.
Read all positive updates
Company Guidance
Management reaffirmed full‑year revenue guidance at the lower end of the range set earlier and updated adjusted EBITDA guidance to $12.0–$14.0 million, which incorporates an intentional incremental $5 million of marketing investment in 2026; they expect Q3 comparable revenue (ex‑London) to be down single digits and Q4 to deliver year‑over‑year growth in both revenue and adjusted EBITDA on a comparable basis, assume a stable macro environment, and excluded any contribution from newly announced AlloClae procedures. For context, Q2 revenue was $42.9 million (same‑center revenue down ~1% ex‑London), adjusted EBITDA was $4.9 million (~11.5% of revenue), case volume grew ~1% in the quarter, ASP was ~$12,700 (down ~2%), CAC was ~$3,500, and gross margin was ~61%. Balance‑sheet highlights tied to the guidance include roughly $19 million in cash, $5 million available on the revolver (~$24 million total liquidity), approximately $44 million of gross debt, and management noted over $30 million of gross debt reduction and a $10M+ cash increase since the start of 2025.Airsculpt Technologies Financial Statement Overview
Summary
Income Statement
28
Negative
Balance Sheet
53
Neutral
Cash Flow
34
Negative
| Breakdown | TTM | Mar 2026 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 150.72M | 151.82M | 180.35M | 195.92M | 168.79M | 133.31M |
| Gross Profit | 86.87M | 90.13M | 108.97M | 121.91M | 110.51M | 88.78M |
| EBITDA | 3.42M | 1.22M | 10.07M | 19.74M | 4.59M | 22.36M |
| Net Income | -11.74M | -11.67M | -8.25M | -4.48M | -14.68M | 10.55M |
Balance Sheet | ||||||
| Total Assets | 193.28M | 187.30M | 210.00M | 204.02M | 200.76M | 200.55M |
| Cash, Cash Equivalents and Short-Term Investments | 18.82M | 8.45M | 8.23M | 10.26M | 9.62M | 25.35M |
| Total Debt | 70.47M | 83.57M | 105.05M | 99.67M | 107.65M | 100.58M |
| Total Liabilities | 88.45M | 99.59M | 130.71M | 120.03M | 129.99M | 117.03M |
| Stockholders Equity | 104.83M | 87.71M | 79.29M | 83.99M | 70.77M | 83.53M |
Cash Flow | ||||||
| Free Cash Flow | 760.00K | 692.00K | -2.66M | 14.04M | 11.53M | 19.52M |
| Operating Cash Flow | 1.28M | 3.10M | 11.35M | 23.96M | 24.45M | 26.63M |
| Investing Cash Flow | -517.00K | -2.40M | -14.01M | -9.92M | -12.92M | -7.12M |
| Financing Cash Flow | 9.88M | -478.00K | 630.00K | -13.39M | -27.26M | -4.55M |
Airsculpt Technologies Technical Analysis
Negative
2.72
Price Trends
2.65
Negative
3.73
Negative
3.17
Negative
Market Momentum
-0.28
Negative
31.14
Neutral
7.78
Positive
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For AIRS, the sentiment is Negative. The current price of 2.72 is above the 20-day moving average (MA) of 1.97, above the 50-day MA of 2.65, and below the 200-day MA of 3.17, indicating a bearish trend. The MACD of -0.28 indicates Negative momentum. The RSI at 31.14 is Neutral, neither overbought nor oversold. The STOCH value of 7.78 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for AIRS.
Airsculpt Technologies Risk Analysis
Airsculpt Technologies disclosed 75 risk factors in its most recent earnings report. Airsculpt Technologies reported the most risks in the "Finance & Corporate" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks
Airsculpt Technologies Peers Comparison
UnderperformOutperform
Sector (51)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
85 Outperform | $3.56B | 25.15 | 12.94% | 1.15% | 7.19% | 32.91% | |
75 Outperform | $1.41B | 11.90 | 24.12% | 6.27% | 5.22% | 1109.87% | |
57 Neutral | $1.41B | 13.53 | 15.31% | 4.95% | 23.99% | ― | |
51 Neutral | $7.86B | -0.30 | -43.30% | 2.27% | 22.53% | -2.21% | |
44 Neutral | $116.79M | -8.92 | -12.52% | 4.45% | -8.71% | 26.89% | |
42 Neutral | $389.19M | -1.22 | 20.91% | 0.70% | -5.25% | ― |
* Healthcare Sector Average
AIRS
Airsculpt Technologies
1.63
-8.07
-83.20%
AMN
AMN Healthcare Services
36.28
17.11
89.25%
CYH
Community Health
2.92
<0.01
0.34%
HCSG
Healthcare Services
20.63
4.99
31.91%
NHC
National Healthcare
229.88
112.13
95.23%
Airsculpt Technologies Corporate Events
Business Operations and StrategyRegulatory Filings and Compliance
AirSculpt Technologies Relocates Corporate Headquarters to Tampa
Neutral
Aug 12, 2026
On August 5, 2026, AirSculpt Technologies, Inc. approved relocating its corporate headquarters from Miami Beach, Florida, to a new address in Tampa, Florida. The move, which will be reflected in future regulatory filings, signals an operational sh...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.