Waldencast stock has recently seen its consensus analyst price target reduced from $3.50 to $3.20, reflecting a slightly less optimistic view on the company’s fair value. This adjustment comes as analyst perspectives shift, with reduced risk to cash flows now anticipated and projections for future revenue growth being trimmed. Keep reading to discover how changes in analyst expectations may influence the narrative moving forward and how to stay informed as new developments unfold.

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🐂 Bullish Takeaways

• Despite recent headwinds, analysts acknowledged continued distribution gains for Waldencast’s core brands, particularly through major retailers such as Ulta Beauty and Amazon Premium Beauty. This expanded reach supports potential for recovery in future periods.

• Some note that Milk, Waldencast’s previously faster growing brand, benefited from last year’s successful product launches. This indicates the company’s capability to execute on innovation when not hindered by supply constraints.

🐻 Bearish Takeaways

• Telsey Advisory downgraded Waldencast to Market Perform from Outperform, citing “disappointing” Q2 results that missed expectations on both revenue and profit. The firm maintained a $3 price target, signaling caution on near-term upside.

• Analysts highlighted that Milk’s recent sales softness was due in part to out-of-stock issues and tough comparisons against prior high-profile launches. These factors hampered the growth story despite improved distribution.

• Renewed cuts to Waldencast’s fiscal year 2025 outlook point to persistent uncertainty around future earnings, with analysts expressing concern over the company’s ability to quickly regain momentum.

Do your thoughts align with the Bull or Bear Analysts? Perhaps you think there’s more to the story. Head to the Simply Wall St Community to discover more perspectives or begin writing your own Narrative!

• Waldencast reported a $152 million loss on impairment of goodwill for the quarter ended June 30, 2025, impacting its financial results for the period.

• The company revised its 2025 earnings outlook and expects net revenue to remain similar to 2024 levels as Milk Makeup experiences softer consumer demand and Obagi Medical continues to meet performance expectations.

• The U.S. FDA approved Obagi saypha MagIQ injectable gel, signaling Waldencast’s entry into the HA dermal filler market. The commercial launch is anticipated in 2026.

• Waldencast was recently dropped from the S&P Global BMI Index, affecting its visibility among certain index-tracking investors.