One of the biggest stories of last week was how AirSculpt Technologies, Inc. (NASDAQ:AIRS) shares plunged 34% in the week since its latest second-quarter results, closing yesterday at US$3.25. It was a pretty negative result overall, with revenues of US$43m missing analyst predictions by 2.8%. Worse, the business reported a statutory loss of US$0.02 per share, a substantial decline on analyst expectations of a profit. This is an important time for investors, as they can track a company's performance in its report, look at what experts are forecasting for next year, and see if there has been any change to expectations for the business. We thought readers would find it interesting to see the analysts latest (statutory) post-earnings forecasts for next year.

Following last week's earnings report, AirSculpt Technologies' three analysts are forecasting 2026 revenues to be US$151.0m, approximately in line with the last 12 months. Losses are predicted to fall substantially, shrinking 22% to US$0.13. Before this latest report, the consensus had been expecting revenues of US$153.2m and US$0.08 per share in losses. While this year's revenue estimates held steady, there was also a massive increase in loss per share expectations, suggesting the consensus has a bit of a mixed view on the stock.

With the increase in forecast losses for next year, it's perhaps no surprise to see that the average price target dipped 28% to US$4.50, with the analysts signalling that growing losses would be a definite concern. The consensus price target is just an average of individual analyst targets, so - it could be handy to see how wide the range of underlying estimates is. Currently, the most bullish analyst values AirSculpt Technologies at US$6.00 per share, while the most bearish prices it at US$3.00. Note the wide gap in analyst price targets? This implies to us that there is a fairly broad range of possible scenarios for the underlying business.

Taking a look at the bigger picture now, one of the ways we can understand these forecasts is to see how they compare to both past performance and industry growth estimates. It's pretty clear that there is an expectation that AirSculpt Technologies' revenue growth will slow down substantially, with revenues to the end of 2026 expected to display 0.4% growth on an annualised basis. This is compared to a historical growth rate of 3.8% over the past five years. Compare this against other companies (with analyst forecasts) in the industry, which are in aggregate expected to see revenue growth of 4.9% annually. So it's pretty clear that, while revenue growth is expected to slow down, the wider industry is also expected to grow faster than AirSculpt Technologies.

The Bottom Line

The most important thing to note is the forecast of increased losses next year, suggesting all may not be well at AirSculpt Technologies. On the plus side, there were no major changes to revenue estimates; although forecasts imply they will perform worse than the wider industry. Furthermore, the analysts also cut their price targets, suggesting that the latest news has led to greater pessimism about the intrinsic value of the business.

Keeping that in mind, we still think that the longer term trajectory of the business is much more important for investors to consider. At Simply Wall St, we have a full range of analyst estimates for AirSculpt Technologies going out to 2028, and you can see them free on our platform here..

Even so, be aware that AirSculpt Technologies is showing 3 warning signs in our investment analysis , and 1 of those makes us a bit uncomfortable...

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.