WALD
Waldencast plc
$1.72
-1.71%
$224.5M
No data for this timeframe.
Vol
Market Cap$224.5M
Cap SizeMicro Cap
Analyst ConsensusBuy (64%)
Press Releases7
Exchange Nasdaq·Sector Perfumes, Cosmetics & Other Toilet Preparations·CIK 0001840199·Prev Close $1.75
Recent Activity
Jun 1, 2026
Press
Waldencast has agreed to sell its Obagi Medical business to Bridgepoint for up to $460 million enterprise value, with pr
Impact 7/10
Jun 1, 2026
activist
Waldencast Announces Sale of Obagi Medical to Bridgepoint
<p align="justify">LONDON, June 01, 2026 (GLOBE NEWSWIRE) -- Waldencast plc (NASDAQ: WALD) (“Walde
May 15, 2026
Press
Obagi Medical, a Waldencast subsidiary, presented interim clinical and real-world data at the Music City SCALE meeting f
Impact 4/10
Price Targets
$2.28
+32.3% upside
Strong Buy
Current $1.72
Low $1.60
Median $2.25
High $3.00
4 analysts
$1.60
$3.00
Analyst Ratings
2Strong Buy
5Buy
4Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Jun 2, 2026 | Canaccord Genuity | MAINTAIN | Buy → Buy |
| Mar 16, 2026 | Telsey Advisory Group | MAINTAIN | Market Perform → Market Perform |
| Mar 16, 2026 | Canaccord Genuity | MAINTAIN | Buy → Buy |
| Nov 25, 2025 | Canaccord Genuity | MAINTAIN | Buy → Buy |
| Nov 25, 2025 | Telsey Advisory Group | DOWNGRADE | Outperform → Market Perform |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Next FY | $-0.80 ▼ -22.1% | $-0.80 — $-0.80 | 4% YoY | 1 |
| Current FY | $-0.83 ▼ -23.9% | $-0.83 — $-0.83 | -25% YoY | 1 |
| Current Q | $-0.17 ▼ -13.3% | $-0.17 — $-0.17 | 1 | |
| Next Q | $-0.26 ▼ -30.0% | $-0.26 — $-0.26 | 1 |
No institutional holding data available yet. Data is sourced from 13F filings which are filed quarterly.
No insider trading data available yet. Insider transactions are collected from SEC Form 4 filings.
No SEC filing reports analyzed yet. Reports are generated when new filings are detected and processed by the LLM pipeline.
BULLISH
7/10
Waldencast has agreed to sell its Obagi Medical business to Bridgepoint for up to $460 million enter
Jun 1, 2026
NEUTRAL
4/10
Obagi Medical, a Waldencast subsidiary, presented interim clinical and real-world data at the Music
May 15, 2026
NEUTRAL
2/10
Waldencast's Obagi Medical announced a marketing partnership with Next Health to launch 'The Skin Re
May 14, 2026
BULLISH
5/10
Waldencast announced that the SEC has closed its investigation into the company's restatement and in
Apr 28, 2026
NEUTRAL
4/10
Waldencast plc's Obagi Medical announced a collaboration with ProMD Health as part of its Aesthetics
Mar 19, 2026
BEARISH
7/10
Waldencast reported flat revenue of $272.1M for FY2025 but a sharp 60% YoY decline in Adjusted EBITD
Mar 13, 2026
NEUTRAL
4/10
Waldencast plc announced it will release its Q4 and full-year 2025 earnings on March 13, 2026, befor
Mar 11, 2026
Current analyst consensus: Buy (64% buy). Based on 11 analysts: 2 strong buy, 5 buy, 4 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$2.28 mean target
+32.3% upside
Strong Buy (2.00)
$1.60 Low
$3.00 High
| Metric | Value |
|---|---|
| Current Price | $1.72 |
| Target Low | $1.60 |
| Target Mean | $2.28 |
| Target Median | $2.25 |
| Target High | $3.00 |
| # Analysts | 4 |
| Recommendation | Strong Buy (2.00) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Next FY 2027-12-31 |
$-0.80 | $-0.80 | $-0.80 | 3.6% | -22.1% | — | $0.3B | 10.1% | 1 |
| Current FY 2026-12-31 |
$-0.83 | $-0.83 | $-0.83 | -25.1% | -23.9% | 0↑ 1↓ | $0.3B | 5.1% | 1 |
| Current Q 2026-03-31 |
$-0.17 | $-0.17 | $-0.17 | — | -13.3% | 0↑ 1↓ | $0.1B | 1.1% | 1 |
| Next Q 2026-06-30 |
$-0.26 | $-0.26 | $-0.26 | — | -30.0% | 0↑ 1↓ | $0.1B | 0.6% | 1 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $-0.170 | |
| 7d ago | $-0.150 | -0.020 |
| 30d ago | $-0.150 | -0.020 |
| 60d ago | $-0.130 | -0.040 |
| 90d ago | $-0.120 | -0.050 |
6 analyst firms have rated this stock: 0 upgrades, 2 downgrades, 3 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Jun 2, 2026 | Canaccord Genuity | MAINTAIN | Buy | Buy |
| Mar 16, 2026 | Telsey Advisory Group | MAINTAIN | Market Perform | Market Perform |
| Mar 16, 2026 | Canaccord Genuity | MAINTAIN | Buy | Buy |
| Nov 25, 2025 | Canaccord Genuity | MAINTAIN | Buy | Buy |
| Nov 25, 2025 | Telsey Advisory Group | DOWNGRADE | Outperform | Market Perform |
| Aug 20, 2025 | Telsey Advisory Group | MAINTAIN | Outperform | Outperform |
| Aug 13, 2025 | Telsey Advisory Group | MAINTAIN | Outperform | Outperform |
| May 15, 2025 | Canaccord Genuity | MAINTAIN | Buy | Buy |
| May 15, 2025 | Telsey Advisory Group | MAINTAIN | Outperform | Outperform |
| May 6, 2025 | Telsey Advisory Group | MAINTAIN | Outperform | Outperform |
| Apr 22, 2025 | Alliance Global Partners | INITIATE | — | Buy |
| Mar 20, 2025 | Telsey Advisory Group | MAINTAIN | Outperform | Outperform |
| Mar 19, 2025 | DA Davidson | MAINTAIN | Buy | Buy |
| Mar 19, 2025 | Telsey Advisory Group | MAINTAIN | Outperform | Outperform |
| Mar 11, 2025 | Telsey Advisory Group | MAINTAIN | Outperform | Outperform |
| Dec 16, 2024 | TD Cowen | INITIATE | — | Hold |
| Dec 4, 2024 | DA Davidson | MAINTAIN | Buy | Buy |
| Nov 22, 2024 | Canaccord Genuity | MAINTAIN | Buy | Buy |
| Nov 22, 2024 | Telsey Advisory Group | MAINTAIN | Outperform | Outperform |
| Nov 18, 2024 | Telsey Advisory Group | MAINTAIN | Outperform | Outperform |
| Oct 25, 2024 | Canaccord Genuity | INITIATE | — | Buy |
| Oct 9, 2024 | Telsey Advisory Group | MAINTAIN | Outperform | Outperform |
| Sep 4, 2024 | DA Davidson | MAINTAIN | Buy | Buy |
| Aug 29, 2024 | Telsey Advisory Group | MAINTAIN | Outperform | Outperform |
| Aug 20, 2024 | Telsey Advisory Group | MAINTAIN | Outperform | Outperform |
| May 28, 2024 | DA Davidson | MAINTAIN | Buy | Buy |
| May 22, 2024 | Telsey Advisory Group | MAINTAIN | Outperform | Outperform |
| May 21, 2024 | Telsey Advisory Group | MAINTAIN | Outperform | Outperform |
| May 1, 2024 | Telsey Advisory Group | MAINTAIN | Outperform | Outperform |
| Mar 22, 2024 | Telsey Advisory Group | MAINTAIN | Outperform | Outperform |
| Feb 1, 2024 | Telsey Advisory Group | REITERATE | Outperform | Outperform |
| Jan 17, 2024 | Telsey Advisory Group | MAINTAIN | Outperform | Outperform |
| Jul 24, 2023 | Raymond James | DOWNGRADE | Outperform | Market Perform |
| Mar 9, 2023 | Telsey Advisory Group | REITERATE | — | Outperform |
| Nov 17, 2022 | DA Davidson | MAINTAIN | — | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 2 | 5 | 4 | 0 | 0 | 64% | |
| May 1, 2026 | 2 | 5 | 4 | 0 | 0 | 64% | |
| Apr 1, 2026 | 2 | 5 | 4 | 0 | 0 | 64% | |
| Mar 1, 2026 | 2 | 5 | 4 | 0 | 0 | 64% | |
| Feb 1, 2026 | 2 | 5 | 4 | 0 | 0 | 64% | |
| Jan 1, 2026 | 3 | 5 | 4 | 0 | 0 | 67% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
Jun 1, 2026
activist
Waldencast Announces Sale of Obagi Medical to Bridgepoint
<p align="justify">LONDON, June 01, 2026 (GLOBE NEWSWIRE) -- Waldencast plc (NASDAQ: WALD) (“Waldencast” or “the Company”) today announced that it h
Jun 1, 2026
short_volume
Short Volume: WALD — 58.2% short (2.5M / 4.4M)
Short: 2,535,168 | Exempt: 106,999 | TRF Vol: 4,355,708 | Short Ratio: 58.2% | Off-exchange volume (dark pool + OTC)
May 15, 2026
fda
Obagi Medical Shares New Data on Recent Innovations at Music City Symposium for Cosmetic Advances & Laser Education (SCALE) Meeting
Data from the ALOHA Program and NU-GEN™ Cellular Renewal Serum Showcase Results to Help Drive Practice Success <pre>Data from the ALOHA Program and NU
May 14, 2026
contract
Obagi and Next Health Partner to Launch “The Skin Recharge Station” Pop-Up Experience
A multi-city pop-up introducing consumers to the future of skincare and longevity innovation <pre>A multi-city pop-up introducing consumers to the fut
Apr 30, 2026
other
Obagi Medical Unveils New Mineral Sunscreen Designed to Protect Sensitive and Post-Procedure Skin*
Sun Shield™ Mineral UV Barrier Protect Broad Spectrum SPF 40 delivers advanced mineral protection with skincare benefits for daily defense <pre>Sun Sh
Apr 30, 2026
short_interest
FTD: WALD — 1,970,442 shares ($1.5M) failed to deliver
Settlement: 20260430, Price: $0.76, FTD Value: $1,497,535.92, WALDENCAST PLC
Apr 28, 2026
restatement
Waldencast announces conclusion of SEC investigation
<p>LONDON, April 28, 2026 (GLOBE NEWSWIRE) -- Waldencast plc (NASDAQ: WALD) (“<u>Waldencast</u>” or the “<u>Company</u>”), a global multi-brand beau
Mar 24, 2026
other
Obagi Medical Introduces NU-GEN™ Cellular Renewal Serum Designed to Visibly Rewind Skin’s Age and Restore Visible Youthfulness
The clinically proven formula pairs NAD+ with its precursors to replenish skin cells and address nine signs of skin aging for healthier, more resilien
Mar 19, 2026
contract
Obagi Medical and ProMD Announce Collaboration in the ALOHA Program to Advance Clinical Evidence with Obagi® saypha® MagIQ™
ProMD’s multi-location physician led network will participate in Obagi’s ALOHA Program as part of a structured evaluation of MagIQ and integrated skin
Mar 13, 2026
earnings
Waldencast Reports Q4 2025 and FY 2025 Financial Results
<p align="center">FY 2025 net revenue of $272.1 million, flat to FY 2024, and Adjusted EBITDA of $16.1 million</p>
Mar 11, 2026
earnings
Waldencast plc Announces Fourth Quarter and Fiscal Year 2025 Earnings Date
<p>LONDON, March 11, 2026 (GLOBE NEWSWIRE) -- Waldencast plc, (NASDAQ: WALD) (“Waldencast”), a global multi-brand beauty and wellness platform annou