Palo Alto Networks is seeing rapid adoption of Prisma AIRS, with customer growth and larger AI security deals boosting its revenue potential.
AirSculpt Technologies NASDAQ: AIRS executives said the body contouring company has returned to same-store sales growth after more than two years of declines, while outlining plans to expand services tied to GLP-1 weight-loss drug side effects and eventually resume clinic growth across the U.S.
AirSculpt Technologies, Inc. (AIRS) Shareholder/Analyst Call Prepared Remarks Transcript
AirSculpt Technologies NASDAQ: AIRS reported first-quarter fiscal 2026 results that management characterized as a “key turning point,” citing stabilized revenue, the first positive same-center sales result in more than two years, and continued debt reduction. Get AirSculpt Technologies alerts:Sign UpQ1 results: flat revenue, positive same-center sales, and margin expansion Chief Executive Officer Yogi Jashnani said the company “stabilized revenue year-over-year and delivered positive same-center sales for the first time in over two years,” while also expanding gross margin.
AirSculpt Technologies, Inc. (AIRS) Q1 2026 Earnings Call Transcript
AirSculpt Technologies, Inc. (AIRS) Q4 2025 Earnings Call Transcript
PANW's Prisma AIRS is gaining traction with rapid customer growth, rising bookings and expanding AI security capabilities supporting future growth potential.
AirSculpt Technologies, Inc. remains a Buy after a 70% stock decline, due to attractive valuation and recent buying volume. AIRS faces near-term revenue softness and must balance cost-cutting with growth initiatives, especially targeting profitable GLP-1 user segments. The company's high average ticket price (~$14k) and lack of a clear moat raise questions about long-term scalability amid inflation risks.
With deal momentum rising and integrations expanding, Prisma AIRS can emerge as a meaningful contributor to PANW's long-term growth.
AirSculpt Technologies, Inc. ( AIRS ) Q3 2025 Earnings Call November 7, 2025 8:30 AM EST Company Participants Yogesh Jashnani - CEO & Director Dennis Dean - Chief Financial Officer Conference Call Participants Allison Malkin - ICR Inc. Marco Criscuolo - Nephron Research LLC Sam Eiber - BTIG, LLC, Research Division Presentation Operator Good morning, ladies and gentlemen and welcome to the AirSculpt Technologies, Inc. Third Quarter 2025 Earnings Call. [Operator Instructions] Please note that this event is being recorded.
AirSculpt Technologies, Inc. (AIRS) came out with a quarterly loss of $0.04 per share versus the Zacks Consensus Estimate of a loss of $0.01. This compares to a loss of $0.02 per share a year ago.
Upgrade AirSculpt Technologies (AIRS) to 'Buy' as strong technical momentum and record lead generation drive optimism for further upside. AIRS delivered positive sequential growth in Q2, with improved gross margins, reduced SG&A expenses, and lower customer acquisition costs supporting profitability. Debt reduction and the highest operating cash flow in eight quarters position AIRS closer to sustained profitability, despite macro risks and elevated valuation.