Core Insights - AirSculpt Technologies reported a decline in third quarter revenue and case volume, but remains optimistic about future growth opportunities driven by market trends in aesthetics and GLP-1 usage [2][8]. Financial Performance - Third quarter 2025 revenue decreased by 17.8% to $35.0 million from $42.5 million in Q3 2024 [8]. - Case volume for Q3 2025 was 2,780, down 15.2% from 3,277 in Q3 2024 [8]. - Net loss for Q3 2025 was $9.5 million compared to a net loss of $6.0 million in Q3 2024 [8]. - Adjusted EBITDA for Q3 2025 was $3.0 million, down from $4.7 million in Q3 2024 [8]. Year-to-Date Results - For the first nine months of 2025, revenue declined 16.1% to $118.4 million from $141.2 million in the same period of 2024 [8]. - Year-to-date case volume was 9,248, a decline of 15.7% from 10,972 in the first nine months of 2024 [8]. - Net loss for the first nine months of 2025 was $13.0 million compared to $3.2 million in the same period of 2024 [8]. - Adjusted EBITDA for the first nine months of 2025 was $12.6 million, down from $18.9 million in 2024 [8]. Liquidity and Financial Position - As of September 30, 2025, the company had $5.4 million in cash and cash equivalents, with an additional $5.0 million borrowing capacity under its revolving credit facility [7]. - The company generated $5.6 million in operating cash flow for the nine months ended September 30, 2025, compared to $6.8 million for the same period in 2024 [7]. Strategic Initiatives - The CEO highlighted ongoing initiatives focused on growth opportunities, margin improvement, and debt reduction, with a positive outlook for same-store sales trends entering Q4 2025 [2]. - The company has reduced debt by $18 million and delivered positive cash flow year-to-date [2]. Management Changes - Michael Arthur has been appointed as the new Chief Financial Officer, effective January 5, 2026, bringing extensive public market experience [3].

Company Overview - AirSculpt Technologies, Inc. is an industry leader in premium body contouring procedures [1] - The company offers a next-generation body contouring treatment that emphasizes comfort and precision, available exclusively at its offices [3] Financial Results Announcement - AirSculpt will report its third quarter 2025 financial results before the market opens on November 7, 2025 [1] - A conference call will follow the results announcement at 8:30 a.m. Eastern Time on the same day [1] Conference Call Access - The conference call can be accessed via a toll-free domestic number or an international number, using a specific conference ID [2] - A live webcast of the call will be available on the investor relations section of the AirSculpt website, with a replay accessible for approximately 90 days [2]

Core Insights - The recent commentary on AirSculpt Technologies, Inc. (AIRS) indicates a 'Hold' rating for the company, which is based in Miami [1] - The stock was trading at $5.26 per share during the last analysis in June [1] Company Strategy - The company focuses on investing in undervalued profitable stocks that have strong balance sheets and minimal debt [1] - It employs strategies such as writing calls against positions to generate additional income when opportunities arise [1] - Risk management is emphasized through position sizing and the use of trailing stop losses over time [1]

Core Viewpoint - AirSculpt Technologies (AIRS) is experiencing significant stock performance, with a recent surge in value and strong technical indicators suggesting continued momentum [2][6]. Company Overview - AirSculpt Technologies is valued at $639 million and specializes in body contouring procedures under the Elite Body Sculpture brand, utilizing a proprietary AirSculpt method for minimally invasive fat removal [1]. - The company has achieved a three-year high stock price of $10.80 as of October 22 [4]. Stock Performance - AIRS shares have increased nearly 100% over the past year and approximately 50% in the last month [6]. - Since the Trend Seeker issued a "Buy" signal on September 23, the stock has gained 48.82% [2]. - The stock recently traded at $10.24, with a 50-day moving average of $7.38 [7]. Technical Indicators - AIRS has a 100% "Buy" opinion from Barchart, supported by a Weighted Alpha of +90.50 and a Relative Strength Index (RSI) of 66.60 [7]. - The stock has made 14 new highs and gained 46.06% in the last month [7]. - A technical support level is identified around $9.72 [7]. Financial Projections - Revenue is projected to decline by 9.63% this year but is expected to grow by 5.34% next year [7]. - Earnings are estimated to decrease by 200% this year but are forecasted to increase by 300% next year [7].

Group 1 - AirSculpt Technologies, Inc. (AIRS) has shown strong year-to-date performance, with a return of approximately 40.9%, significantly outperforming the average return of -0.8% for the Business Services sector [4] - The Zacks Rank for AirSculpt Technologies, Inc. is currently 2 (Buy), indicating positive analyst sentiment and an improving earnings outlook [3][4] - The Zacks Consensus Estimate for AIRS' full-year earnings has increased by 11.1% over the past three months, reflecting stronger analyst sentiment [4] Group 2 - AirSculpt Technologies, Inc. is part of the Technology Services industry, which consists of 118 companies and currently ranks 79 in the Zacks Industry Rank [6] - Stocks in the Technology Services industry have gained about 37.8% year-to-date, indicating that AIRS is performing better than its industry peers [6] - Another stock in the Business Services sector, Enpro (NPO), has also outperformed the sector with a year-to-date return of 28.1% and a Zacks Rank of 2 (Buy) [5][6]

Core Viewpoint - Momentum investing focuses on following a stock's recent price trends, with the aim of buying high and selling higher, capitalizing on established price movements [1] Company Overview: AirSculpt Technologies, Inc. (AIRS) - AIRS currently holds a Momentum Style Score of B, indicating a positive outlook based on price changes and earnings estimate revisions [2] - The company has a Zacks Rank of 2 (Buy), suggesting strong potential for outperformance in the market [3] Price Performance - Over the past week, AIRS shares increased by 5.44%, outperforming the Zacks Technology Services industry, which rose by 2.79% [5] - In a longer timeframe, AIRS shares have risen by 29.75% over the past quarter and 30.02% over the last year, while the S&P 500 only increased by 11.2% and 19.34%, respectively [6] Trading Volume - The average 20-day trading volume for AIRS is 474,491 shares, which serves as a bullish indicator when combined with rising stock prices [7] Earnings Outlook - In the past two months, one earnings estimate for AIRS has been revised upward, improving the consensus estimate from -$0.02 to -$0.01 [9] - For the next fiscal year, one estimate has also moved upwards with no downward revisions during the same period [9] Conclusion - Given the positive momentum indicators and earnings outlook, AIRS is positioned as a strong candidate for investment, meriting attention from investors seeking growth opportunities [11]

Core Viewpoint - AirSculpt Technologies, Inc. (AIRS) has been upgraded to a Zacks Rank 2 (Buy), indicating a positive outlook based on rising earnings estimates, which significantly influence stock prices [1][4][6]. Earnings Estimates and Ratings - The Zacks rating system is primarily driven by changes in a company's earnings picture, with the Zacks Consensus Estimate reflecting EPS estimates from sell-side analysts [2][3]. - The recent upgrade for AirSculpt Technologies suggests an improvement in its underlying business, which is expected to lead to increased stock prices due to investor interest [4][6]. Impact of Earnings Estimate Revisions - Changes in future earnings potential, as indicated by earnings estimate revisions, are strongly correlated with near-term stock price movements, particularly influenced by institutional investors [5][7]. - For AirSculpt Technologies, the Zacks Consensus Estimate has increased by 11.1% over the past three months, reflecting a positive trend in earnings estimates [9]. Zacks Rank System - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with a strong historical performance, particularly for Zacks Rank 1 stocks, which have generated an average annual return of +25% since 1988 [8][10]. - AirSculpt Technologies' upgrade to Zacks Rank 2 places it in the top 20% of Zacks-covered stocks, indicating a strong potential for market-beating returns in the near term [11].

Summary of the Earnings Call Company Overview - The company is a premier body contouring provider, operating 32 centers across 30 states in the U.S., one in Canada, and one in the UK, having started in 2012 [3][4] - The company has performed close to 75,000 procedures, indicating significant growth and patient satisfaction [4] Core Services - The company specializes in minimally invasive body contouring services, including fat removal, fat transfer, skin tightening, and cellulite removal [5][8][10][12] - The fat removal procedure can remove up to ten pounds of fat in a single session, with patients typically returning to normal activities within 24 hours [6][44] - The average ticket size for procedures is approximately $12,000 to $13,000, with all payments made in cash [7][16] Financial Performance - In 2024, the company generated approximately $180 million in revenue and $21 million in adjusted EBITDA [19][20] - The company has a strong historical performance, with a 34% compound annual growth rate (CAGR) in top-line revenue from 2019 to 2023 [25] - The average profit per procedure is around $8,000, contributing to significant EBITDA and cash flow generation [26][28] - The company has reduced its debt from $85 million at the time of going public in 2021 to $58 million as of the end of Q2 2023 [29] Growth Strategy - The company has paused new center openings in 2025 to focus on improving same-store sales growth due to recent downturns in core business [23][24] - There are over 100 potential new center opportunities in the U.S. and around 200 when including Canada [31] - The company has successfully doubled its center footprint from 16 to 32 since 2021 [17] Market Dynamics - The company has experienced some downturns due to macroeconomic pressures affecting high-end consumers [22] - The rise of GLP-1 medications (e.g., Ozempic) is expected to impact the aesthetics market, particularly in addressing skin laxity and volume loss [48][49] - The company is piloting a skin tightening procedure to address skin laxity resulting from weight loss associated with GLP-1 usage [50] Business Priorities - The company is focusing on two main areas: enhancing company culture and improving revenue through better marketing and sales strategies [32] - Key initiatives include optimizing marketing spend, expanding financing options for patients, and introducing new services [34][35][36] - Cost-saving measures have been implemented, resulting in over $3 million in annual savings [39] Outlook - The company has reiterated its annual revenue outlook of approximately $160 million to $170 million and adjusted EBITDA of $16 million to $18 million for the year [40] - The management believes that the company has a compelling business case and anticipates strong future growth once macroeconomic conditions stabilize [53]

Group 1 - AirSculpt Technologies, Inc. will participate in the Sidoti Micro Cap Conference virtually on August 20-21, 2025, with a presentation scheduled for 10:00am ET on August 20 [1] - The presentation will be available for live webcast and archived for 90 days [1] Group 2 - AirSculpt offers a next-generation body contouring treatment that is minimally invasive, designed to remove fat and tighten skin while allowing for quick healing and minimal bruising [2] - The procedure aims to provide precise results in sculpting targeted areas of the body [2]

Company Performance - AirSculpt Technologies, Inc. (AIRS) has achieved a year-to-date return of approximately 19.5%, significantly outperforming the average return of -1.3% for the Business Services sector [4] - The Zacks Consensus Estimate for AIRS' full-year earnings has increased by 15.8% over the past quarter, indicating improved analyst sentiment and a stronger earnings outlook [3] Industry Comparison - AirSculpt Technologies, Inc. is part of the Technology Services industry, which has seen an average gain of 17.5% year-to-date, suggesting that AIRS is performing well within its specific industry [5] - Another stock in the Business Services sector, Limbach (LMB), has outperformed with a year-to-date return of 35.1% and a Zacks Rank of 2 (Buy) [4][5] Sector Ranking - The Business Services sector, which includes 255 individual stocks, currently holds a Zacks Sector Rank of 6, reflecting the average performance of its constituent stocks [2] - The Technology Services industry, where AirSculpt operates, is ranked 91 in the Zacks Industry Rank, indicating a relatively lower performance compared to other industries [5]