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MedTech Long '25: Elective Aesthetics
8 tickers · $4.21B total market cap
Group: MedTech Long
Demand for aesthetic procedures is rebounding amid macro stabilization, renewed consumer interest in appearance after GLP-1-induced weight loss, and improved execution at small-cap device firms, creating asymmetric upside for names like INMD, CUTR, AIRS, SKIN, and RVNC.
MedTech Long '25: Elective Aesthetics tracks 8 publicly listed stocks in this theme: AIRS, APYX, CUTR, EOLS, ESTA, INMD, RVNC, SKIN. See the constituent table for details.
Thesis update: 2025-05-02
Constituents
Build 20260520T081747
| Company | Previous Quarter Report Date | Next Expected Report Date | Last Quarter Earnings Move % | Earnings Move % | Intra-Quarter Move % | Since Last Report % | Market cap | Weight |
|---|---|---|---|---|---|---|---|---|
Establishment Labs Holdings Inc.ESTA | 05/06/2026 (AMC) | 05/06/2026 (AMC) | -3.16% | 1.47% | -3.38% | -9.00% | $1.93B | 12.5000 |
InMode Ltd.INMD | 05/06/2026 (BMO) | 05/06/2026 (BMO) | -5.82% | -3.33% | 1.12% | 0.36% | $885.1M | 12.5000 |
Evolus, Inc.EOLS | 05/04/2026 (AMC) | 05/04/2026 (AMC) | 37.05% | 19.51% | -1.41% | 0.94% | $423.4M | 12.5000 |
Revance Therapeutics, Inc.RVNC | 02/26/2025 (AMC) | — | 0.00% | — | 0.00% | — | $381.0M | 12.5000 |
AirSculpt Technologies, Inc.AIRS | 04/02/2026 (BMO) | 04/02/2026 (BMO) | -41.66% | 16.12% | -55.39% | 53.31% | $342.9M | 12.5000 |
Apyx Medical CorporationAPYX | 05/07/2026 (AMC) | 05/07/2026 (AMC) | 4.93% | 25.68% | -1.66% | 7.36% | $165.0M | 12.5000 |
The Beauty Health CompanySKIN | 05/07/2026 (AMC) | 05/07/2026 (AMC) | 19.81% | -37.83% | -28.35% | 14.22% | $85.9M | 12.5000 |
Cutera, Inc.CUTR | 11/07/2024 (AMC) | — | -23.08% | — | -75.06% | — | $2.0M | 12.5000 |
| Average | -1.49% | 3.60% | -20.52% | 11.20% | $526.4M | 12.5000 | ||
| Median | -1.58% | 8.79% | -2.52% | 4.15% | $361.9M | 12.5000 | ||
| Std Dev | 22.59% | 21.08% | 27.74% | 20.12% | $586.6M | 0.0% | ||
| Min | -41.66% | -37.83% | -75.06% | -9.00% | $2.0M | 12.5000 | ||
| Max | 37.05% | 25.68% | 1.12% | 53.31% | $1.93B | 12.5000 | ||
| % Positive Tickers | 37.50% | 66.67% | 12.50% | 83.33% |
* Provisional value: before LstRpt% reaches its 2-day post-report lock window (BMO/AMC adjusted), EarningsPerf is calculated from current vs pre-report and then locks to final LstRpt%.