The Beauty Health Company (SKIN) stock falls on Q4 2025 Earnings

The Beauty Health Company (SKIN) reported fourth-quarter 2025 revenue of $82.4 million, down 1.3% year over year and about 3.9% above the consensus revenue estimate of $79.3 million. Gross profit was $53.0 million, up 1.3% year over year, implying a gross margin of roughly 64.3%.

Key profitability metrics:

Operating profit: $100,000 (down 101.4% year over year).

Net income attributable to common shareholders: net loss of $8.1 million (down 21.6% year over year).

Diluted earnings per share: -0.06, improved 20.0% year over year, versus an EPS estimate of -0.0525.

Balance sheet and cash-flow highlights:

Cash from operating activities: $15.2 million (down 7.7% year over year).

Purchases of property, plant and equipment (capex): $27,000 (down 63.5% year over year), indicating very low investment this quarter.

Cash and cash equivalents: $232.7 million (down 37.1% year over year).

Total liabilities: $438.7 million (down 30.8% year over year).

Overall, SKIN delivered slightly better-than-expected revenue and steady gross profitability, but reported a small operating profit and a continued net loss, while cash reserves and liabilities both declined noticeably. The stock traded down 2.63% since market close following the release.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

The Beauty Health Company Hedge Fund Activity

We have seen 54 institutional investors add shares of The Beauty Health Company stock to their portfolio, and 65 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

MILLENNIUM MANAGEMENT LLC added 3,225,668 shares (+127.0%) to their portfolio in Q4 2025, for an estimated $4,483,678
MIRABELLA FINANCIAL SERVICES LLP added 3,114,986 shares (+20.0%) to their portfolio in Q4 2025, for an estimated $4,329,830
JANUS HENDERSON GROUP PLC removed 2,692,940 shares (-91.3%) from their portfolio in Q4 2025, for an estimated $3,743,186
OWLS NEST PARTNERS IA, LLC removed 1,109,629 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $1,542,384
SOLEUS CAPITAL MANAGEMENT, L.P. removed 1,000,000 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $1,990,000
WOODLINE PARTNERS LP removed 610,130 shares (-10.3%) from their portfolio in Q4 2025, for an estimated $848,080
JACOBS LEVY EQUITY MANAGEMENT, INC removed 608,288 shares (-50.2%) from their portfolio in Q4 2025, for an estimated $845,520

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

The Beauty Health Company Price Targets

Multiple analysts have issued price targets for $SKIN recently. We have seen 3 analysts offer price targets for $SKIN in the last 6 months, with a median target of $1.65.

Here are some recent targets:

Oliver Chen from TD Cowen set a target price of $1.65 on 01/21/2026
Sydney Wagner from Jefferies set a target price of $1.6 on 01/14/2026
George Kelly from Roth Capital set a target price of $3.5 on 09/19/2025