Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
SKINHEALTH SYSTEMS INC (SKIN)
NASDAQHealth CareMedical - SpecialtiesSnapshot 2026-11-04
$10.35-6.33%
Close 2026-11-05 · 1-day change
NASDAQHealth CareMedical - SpecialtiesSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Oct 4, 2026.
Next-FY EPS estimate change · 30 days
Matching fiscal periods, usable estimates and at least one analyst are required.
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
The calculation requires same-period, same-provider snapshots, positive EPS, at least one analyst and a baseline within three days of the requested lookback.
The EPS and P/E reference is not available for SKIN yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
Three published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Retention of key management personnel | A supporting condition in SKINHEALTH SYSTEMS INC's published investment case. The stated target is no further key executive departures. | Under Pressure | another key executive departs | 1 key executive departure vs 0 allowed COO Sheri Lewis resigned to pursue other opportunities on 2026-08-14, constituting a loss of senior management. Nov 4, 2026Last status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Nov 5, 2026
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
This is a high-risk turnaround with a cyclical element, not yet a proven durable compounder. The long-term thesis is intact, supported by improving operating results, but revenue growth and management execution remain unresolved.
The valuation model shows SKIN at a premium to peers, with a small expectations gap and low confidence in the estimate. The current valuation is tagged as justified, and no warning signals for fragile expectations were triggered.
Through the multi-year view, continued improvement in operating income and narrower net losses could strengthen the business, though recent revenue has fluctuated without a clear upward trend. Near term, risk is elevated but has eased; the company’s reverse stock split to regain Nasdaq compliance and recent M&A agreement termination add execution context.
The thesis depends on management sustaining progress on profitability while stabilizing revenue. Near-term sector support may continue if healthcare bellwethers keep reporting strong results, but weaker employment data or disappointing bellwether results could weigh on cyclical healthcare names.
Over the next 1 to 3 years, SKIN’s improving profitability supports an intact long-term thesis, while inconsistent revenue, elevated risk, and uncertain execution remain meaningful constraints. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| Operating income is improving, with a target of $3.57M in Q2 2026. |
| Improving |
| operating income falls below $1M next quarter |
Operating income: $3.572M FY2026-Q2; GAAP. Published target: >=3.57M. Target period is not explicitly aligned with this observation. Aug 6, 20263,572,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated in a supplied disclosure. Management reported: “About SkinHealth Systems SkinHealth Systems (NASDAQ: SKIN) is a global medical aesthetics company delivering an integrated ecosystem of clinically proven solutions designed to help consumers achieve superior skin health and support the success of providers.” “Anchored by Hydrafacial™, a leading and widely requested professional skincare treatment, and supported by complementary offerings including SkinStylus™ microneedling and HydraScalp™ with Keravive™, SkinHealth Systems combines advanced device technology, proprietary consumables, and clinical validation to deliver trusted treatment experiences through an omnichannel network of providers worldwide.” Delivery assessment Nov 4, 2026 |
Revenue stabilization around $290M | A primary condition in SKINHEALTH SYSTEMS INC's published investment case. The stated target is >=290M. | Under Pressure | falls below $280M for the fiscal year | Revenue: $72.113M FY2026-Q2; GAAP. Published target: >=290M. Target period is not explicitly aligned with this observation. Aug 6, 202672,113,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated in a supplied disclosure. Management reported: “Anchored by Hydrafacial™, a leading and widely requested professional skincare treatment, and supported by complementary offerings including SkinStylus™ microneedling and HydraScalp™ with Keravive™, SkinHealth Systems combines advanced device technology, proprietary consumables, and clinical validation to deliver trusted treatment experiences through an omnichannel network of providers worldwide.” Delivery assessment Nov 4, 2026 |
Stored thesis · Oct 4, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$-0.04 → $-1.01 · observed estimates
$0.30B → $0.29B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-08-27 | $-0.04 | $298,920,811 | 4 / 7 |
| 2026-08-28 | $-0.04 | $298,920,811 | 4 / 7 |
| 2026-08-29 | $-0.04 | $298,920,811 | 4 / 7 |
| 2026-08-30 | $-0.04 | $298,920,811 | 4 / 7 |
| 2026-08-31 | $-0.04 | $298,920,811 | 4 / 7 |
| 2026-09-01 | $-0.04 | $298,920,811 | 4 / 7 |
| 2026-09-02 | $-0.04 | $298,920,811 | 4 / 7 |
| 2026-09-03 | $-0.04 | $298,920,811 | 4 / 7 |
| 2026-09-04 | $-0.04 | $298,920,811 | 4 / 7 |
| 2026-09-05 | $-0.04 | $298,920,811 | 4 / 7 |
| 2026-09-06 | $-0.04 | $298,920,811 | 4 / 7 |
| 2026-09-07 | $-0.04 | $298,920,811 | 4 / 7 |
| 2026-09-08 | $-0.04 | $298,920,811 | 4 / 7 |
| 2026-09-09 | $-0.04 | $298,920,811 | 4 / 7 |
| 2026-09-10 | $-0.04 | $298,920,811 | 3 / 7 |
| 2026-09-11 | $-0.04 | $298,920,811 | 3 / 7 |
| 2026-09-12 | $-0.04 | $298,920,811 | 3 / 7 |
| 2026-09-13 | $-0.04 | $298,920,811 | 3 / 7 |
| 2026-09-14 | $-0.04 | $298,920,811 | 3 / 7 |
| 2026-09-15 | $-0.04 | $298,920,811 | 3 / 7 |
| 2026-09-16 | $-0.04 | $298,920,811 | 4 / 7 |
| 2026-09-17 | $-0.04 | $298,920,811 | 4 / 7 |
| 2026-09-18 | $-0.04 | $298,920,811 | 4 / 7 |
| 2026-09-19 | $-0.04 | $298,920,811 | 4 / 7 |
| 2026-09-20 | $-0.04 | $298,920,811 | 4 / 7 |
| 2026-09-21 | $-0.04 | $298,920,811 | 4 / 7 |
| 2026-09-22 | $-0.04 | $298,920,811 | 4 / 7 |
| 2026-09-23 | $-0.04 | $298,920,811 | 4 / 7 |
| 2026-09-24 | $-0.04 | $298,920,811 | 4 / 7 |
| 2026-09-25 | $-0.04 | $298,920,811 | 4 / 7 |
| 2026-09-26 | $-0.04 | $298,920,811 | 4 / 7 |
| 2026-09-27 | $-0.04 | $298,920,811 | 4 / 7 |
| 2026-09-28 | $-0.04 | $298,920,811 | 4 / 7 |
| 2026-09-29 | $-0.04 | $298,920,811 | 4 / 7 |
| 2026-09-30 | $-0.04 | $298,920,811 | 4 / 7 |
| 2026-10-01 | $-0.04 | $298,920,811 | 4 / 7 |
| 2026-10-02 | $-0.04 | $298,920,811 | 4 / 7 |
| 2026-10-03 | $-0.04 | $298,920,811 | 4 / 7 |
| 2026-10-04 | $-0.04 | $298,920,811 | 4 / 7 |
| 2026-10-05 | $-0.04 | $298,920,811 | 4 / 7 |
| 2026-10-06 | $-0.04 | $298,920,811 | 4 / 7 |
| 2026-10-07 | $-0.04 | $298,920,811 | 4 / 7 |
| 2026-10-08 | $-0.04 | $298,920,811 | 4 / 7 |
| 2026-10-09 | $-0.04 | $298,920,811 | 4 / 7 |
| 2026-10-10 | $-0.04 | $298,920,811 | 4 / 7 |
| 2026-10-11 | $-0.04 | $298,920,811 | 4 / 7 |
| 2026-10-12 | $-0.04 | $298,920,811 | 4 / 7 |
| 2026-10-13 | $-0.04 | $298,920,811 | 4 / 7 |
| 2026-10-14 | $-0.04 | $298,920,811 | 4 / 7 |
| 2026-10-15 | $-0.77 | $298,920,811 | 4 / 7 |
| 2026-10-16 | $-0.77 | $298,920,811 | 4 / 7 |
| 2026-10-17 | $-0.77 | $298,920,811 | 4 / 7 |
| 2026-10-18 | $-0.77 | $299,074,978 | 4 / 7 |
| 2026-10-19 | $-0.77 | $299,074,978 | 4 / 7 |
| 2026-10-20 | $-0.77 | $299,074,978 | 4 / 7 |
| 2026-10-21 | $-0.77 | $299,074,978 | 4 / 7 |
| 2026-10-22 | $-0.77 | $299,074,978 | 4 / 7 |
| 2026-10-23 | $-1.01 | $294,562,867 | 4 / 7 |
| 2026-10-24 | $-1.01 | $294,562,867 | 4 / 7 |
| 2026-10-25 | $-1.01 | $294,562,867 | 4 / 7 |
| 2026-10-26 | $-1.01 | $294,562,867 | 4 / 7 |
| 2026-10-27 | $-1.01 | $294,562,867 | 4 / 7 |
| 2026-10-28 | $-1.01 | $294,562,867 | 4 / 7 |
| 2026-10-29 | $-1.01 | $294,562,867 | 4 / 7 |
| 2026-10-30 | $-1.01 | $294,562,867 | 4 / 7 |
| 2026-10-31 | $-1.01 | $294,562,867 | 4 / 7 |
| 2026-11-01 | $-1.01 | $294,562,867 | 4 / 7 |
| 2026-11-02 | $-1.01 | $294,562,867 | 4 / 7 |
| 2026-11-03 | $-1.01 | $294,562,867 | 4 / 7 |
| 2026-11-04 | $-1.01 | $294,562,867 | 4 / 7 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 1 Buy / Strong Buy · 6 Hold · 2 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 2 recorded
1 raises · 0 cuts · 0 unchanged · 2 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
3 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.