AirSculpt jumps 17% thanks to mooted higher plastic surgery demand amid GLP-1 boom
Rapid weight loss can leave some patients with loose skin that requires removal or tightening / Photo: Unsplash/karelys Ruiz
Shares of small-cap plastic surgery clinic operator AirSculpt Technologies surged around 17% on the Nasdaq on Tuesday. The boom in GLP-1 weight-loss drugs could generate more than $100 million for the company in the long term, as rapid weight loss leaves some patients needing skin-tightening procedures, CEO Yogi Jashnani said.
Details
Patients taking GLP-1-based obesity drugs could become a significant source of future growth for AirSculpt and generate more than $100 million for the company in the long term, Jashnani said at a conference hosted by investment bank Canaccord Genuity on Tuesday, as reported by MarketBeat. By comparison, AirSculpt’s full-year 2025 revenue totaled $151.8 million, down around 16%.
People who lose weight over 6-18 months can experience loose skin, creating demand for skin-removal and skin-tightening procedures, Jashnani explained. To develop this business, AirSculpt has, among other things, agreed to a partnership with filler and breast-expander manufacturer Tiger Aesthetics. The partnership centers on alloClae, a donor-derived fat product designed to restore body volume. It is intended for patients who do not have sufficient fat for a traditional fat-transfer procedure.
Other company news
AirSculpt has delivered a second consecutive quarter of stability after several periods of decline, Jashnani argued at the conference. He said this was reflected in growing case volume. Same-center case volume rose 1% year over year in April-June, AirSculpt reported on Monday.
The company also reported that quarterly revenue declined 3% to $42.9 million, while the net loss widened 83% to $1.1 million. It maintained its full-year revenue guidance of $151-157 million. At the low end, that would represent a 0.6% decline versus 2025; at the high end, it would mean growth of just over 3.0%.
At the same time, AirSculpt lowered its adjusted EBITDA forecast. It had previously guided for $15-17 million but now projects $12-14 million. Markets reacted negatively: AirSculpt shares plunged 45% on Monday to $2.75 apiece, their lowest level since late March.
AirSculpt has two “hold” ratings from Wall Street versus one “buy” calls. The average target price is $4.50 per share, implying around 41% upside versus the Tuesday close.
