
SKIN Stock Forecast & Price Target
SKIN Analyst Ratings
Bulls say
Beauty Health Co. demonstrated positive momentum in its 4Q23 performance, achieving revenue of $96.8 million, surpassing previous estimates of $95.2 million and $88.0 million due to strong performance in consumables. The company also reported a significant 20% quarterly increase in average selling price (ASP) for total systems, reaching $28.8K, which was notably higher than the prior estimate of $24.3K, attributed to a higher percentage of direct sales. Despite potential concerns regarding EBITDA guidance being back-end weighted, the overall revenue trajectory and improved ASP metrics suggest a robust foundation for future growth.
Bears say
Beauty Health has reported a significant decline in core delivery system placements, with new placements falling over 30% year-over-year and quarter-over-quarter, which raises concerns about the company's growth potential and future consumables sales. Furthermore, management's first-quarter 2024 sales guidance of $80 million and an adjusted EBITDA estimate of ($7.5 million) are notably below previous expectations, indicating potential challenges in meeting projected profitability targets. Additionally, there are substantial risks related to brand integrity, macroeconomic factors, competition, and execution of expansion initiatives, further contributing to a cautious outlook on the company’s financial health.
This aggregate rating is based on analysts' research of The Beauty Health Company and is not a guaranteed prediction by Public.com or investment advice.
SKIN Analyst Forecast & Price Prediction
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