Airsculpt Technologies, Inc. (AIRS)

In the past six months, AirSculpt Technologies' stock price has experienced significant negative impacts, with a 40.21% decline from January 30, 2025, to January 29, 2026. On November 7, 2025, the company's shares plummeted by over 41% following a disappointing third-quarter fiscal 2025 earnings report. Dennis Dean announced his retirement as CFO, with Michael Arthur set to join as the new CFO in January 2026. Dr. Aaron Rollins resigned as Executive Chairman and a member of the Board of Directors on November 4, 2025, and Mike Doyle was appointed as the Non-Executive Chairman of the Board on November 17, 2025.

Cosmetic procedures generally exhibit seasonality, with the second quarter being the most popular time of year due to patients desiring to be "beach/summer body" ready. Cosmetic surgery tends to be less popular in the summer as patients typically do not want the recovery period to interfere with their summer holidays. AirSculpt Technologies is actively pivoting its strategy to capitalize on the growing demand for aesthetic procedures among GLP-1 users, which may introduce new demand patterns and potentially mitigate traditional seasonality effects in the future.

AirSculpt Technologies, Inc. is a public company in the minimally invasive cosmetic surgery industry, founded in 2012 and incorporated in June 2021 for its IPO. The company is known for its proprietary AirSculpt® technique, a body contouring treatment that removes fat cells and tightens skin through a minimally invasive procedure. AirSculpt Technologies is dedicated to enhancing patient outcomes and redefining the aesthetic surgery experience by prioritizing safety, precision, and natural-looking results.

AirSculpt Technologies provides body contouring procedure services across the United States, Canada, and the United Kingdom. The company operates a network of state-of-the-art clinics, primarily focusing on North America. The unprofitable London center was recently closed, leading to a shift in focus towards its North American operations.

AirSculpt Technologies' brand reputation in the past year has been significantly influenced by its financial performance and strategic adjustments. The company's average analyst rating is "Reduce", indicating a cautious outlook from financial analysts. Despite these financial challenges, the company is described as "scaled and trusted" in the context of its strategic pivot to capitalize on the growing demand for aesthetic procedures among GLP-1 users.

AirSculpt Technologies, Inc. has a diverse ownership structure, with institutional investors holding the majority of shares following its IPO. As of January 29, 2026, there were 160 institutional owners and shareholders holding a total of 44,319,278 shares. Major institutional owners include Vesey Street Capital Partners, L.L.C., SW Investment Management LLC, Balyasny Asset Management LP, Vanguard Group Inc, BlackRock, Inc., and National Bank Of Canada. Key individual owners include Aaron Rollins, Adam T. Feinstein, Ronald P. Zelhof, Dennis Dean, and Yogi Jashnani. Institutional investors hold approximately 67.9% of the company, individual insiders hold about 25.0%, and retail and public investors account for the remaining float.