Core Insights - Waldencast plc is a skincare company focused on advanced treatments for skin aging and damage, with a portfolio that includes Obagi Medical and Obagi Clinical [1] - The consensus price target for Waldencast has decreased from $4.80 to $3.25, indicating increased caution among analysts, although D.A. Davidson has set a higher target of $15.50 [2] - The company faces challenges such as margin pressure, negative earnings, and significant debt, but it continues to show solid revenue growth [2] Financial Performance - In Q1 2025, Waldencast reported net revenue of $65.4 million, a 4.1% decline from the previous year, with an adjusted gross margin of 76.4% [2] - The company's Q4 2024 results showed net revenue of $72.1 million, representing a 29.4% growth, and an adjusted EBITDA of $11.2 million, which doubled from Q4 2023 [3] - Waldencast's financial profile is characterized by negative cash flow and high leverage, but it maintains manageable liquidity and a long debt runway until 2030 [3] Analyst Insights - Analysts from firms like Alliance Global Partners and TD Cowen have participated in recent earnings calls, discussing the company's strategies to navigate market challenges and capitalize on growth opportunities [3]