Airsculpt Technologies, Inc. (AIRS)

Over the past six months, AirSculpt Technologies' stock price has declined, reaching $4.07 as of November 18, 2025, a 36.16% decrease from November 19, 2024. Key events include a public offering of common stock in June 2025 aimed at targeting the company's debt. The Q2 fiscal 2025 earnings report in August 2025 showed revenues of $44 million, missing expectations, but the reiteration of full-year guidance improved investor sentiment. The Q3 fiscal 2025 results announced in November 2025 led to a significant stock drop due to a net loss of $9.5 million and a revenue decrease of 17.8%. The company also revised its full-year 2025 revenue guidance downward. Over the past year, insiders sold US$1.1 million worth of AirSculpt Technologies stock.

While explicit information on demand seasonality is not provided, AirSculpt Technologies operates in a market with increasing consumer demand for minimally invasive treatments. The company has faced macroeconomic challenges affecting consumer spending and industry headwinds, contributing to revenue and case volume declines in 2025. Demand for AirSculpt's services may be sensitive to economic conditions rather than strict seasonal patterns. The company's focus on the GLP-1 market indicates an adaptation to new demand drivers.

AirSculpt Technologies, Inc. is a public company in the minimally invasive cosmetic surgery industry, operating in the global aesthetic medicine market. Founded in 2010 by Dr. Aaron Rollins, it provides practice management services in the United States, Canada, and the United Kingdom. The company's primary offering is the AirSculpt® technique, a minimally invasive body contouring treatment that removes fat cells without traditional liposuction's extensive requirements. AirSculpt also offers AirSculpt+, a procedure for permanent fat removal and skin tightening, and AirSculpt Smooth, an advanced cellulite removal tool. Additionally, the company provides fat transfer procedures that utilize a patient's own fat cells for enhancement.

AirSculpt Technologies operates clinics across the United States and internationally. Its services were available in the U.S., Canada, and the United Kingdom. However, the company closed its facility in the United Kingdom due to financial performance issues, impacting overall operational results in the third quarter of fiscal year 2025.

In the past year, AirSculpt Technologies has focused on enhancing its brand identity, transitioning from Elite Body Sculpture to AirSculpt to build brand awareness. The company emphasizes patient outcomes and safety. However, recent financial performance, including a stock price plummet and missed earnings in November 2025, could affect investor and consumer confidence. The company is focusing on new growth opportunities, including the GLP-1 weight-loss medication market, by launching new services.

AirSculpt Technologies, Inc. has significant institutional ownership, with 180 institutional owners and shareholders holding 44,070,881 shares. Major institutional shareholders include Vesey Street Capital Partners, L.L.C., SW Investment Management LLC, Balyasny Asset Management Llc, Susquehanna International Group, Llp, BlackRock, Inc., National Bank Of Canada /fi/, and Vanguard Group Inc. Vesey Street Capital Partners LLC holds 48.57% of the equities. Aaron Rollins, the founder, holds 23.58% of the equities. Institutional ownership accounts for approximately 74.96% and individuals for 27.01% of the company's shares.