Analysts Revise Beauty Health Company’s Stock Downward Amidst Leadership Transition
The Beauty Health Company (NASDAQ: SKIN), home to the flagship Hydrafacial brand, is experiencing a turbulent start to its leadership transition. Analysts have revised price targets downward. On November 15, 2025, the company’s fair value estimate was trimmed from $2.17 to $1.93, reflecting a more conservative outlook amid changing market conditions.
The adjustment comes with increased perceived risk in the company’s future cash flows. The discount rate has risen from 10.69% to 12.24%. Despite this cautious stance, TD Cowen’s Oliver Chen raised the firm’s price target to $2.50 from $2, citing improving confidence in new CEO Pedro Malha’s leadership approach. Malha officially took over from Marla Beck on October 1, 2025.
The company projects net sales between $293 million and $300 million for 2025. Over 35,000 Hydrafacial devices have now been installed worldwide. Chen praised the CEO’s efforts to address device sales challenges while fostering innovation in the consumables segment, which represents a substantial portion of revenues.
Source: Yahoo Finance