Added to YB: 2026-07-30
Pitch date: 2026-05-26
AIRS [bullish]
AirSculpt Technologies, Inc.
-55.76%
current return
Author Info
No bio for this author
Company Info
AirSculpt Technologies, Inc., together with its subsidiaries, focuses on operating as a holding company for EBS Intermediate Parent LLC that provides body contouring procedure services in the United States and Canada.
Market Cap
$197.5M
Pitch Price
$5.47
Price Target
15.00 (+520%)
Dividend
N/A
EV/EBITDA
15.22
P/E
-15.40
EV/Sales
1.65
Sector
Health Care Providers and Services
Category
growth
AirSculpt Technologies, Inc. - $AIRS
AIRS: Premium self-pay body contouring biz (~30 centers, $12.7k/procedure). Comps turned positive Feb/Mar; GLP-1s driving upcycle as procedures 'finish the job' on stubborn fat/loose skin. New CEO improving marketing; utilization 10%→15% doubles EBITDA margin 10→20%. $2.5M EBITDA/box normalized = $75M; 15x = $15/share. Standalone skin tightening + de novo (TAM 150 centers). 4.37M short, 85% owned by 5 holders. Catalyst: inflection + GLP-1 tailwind.
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