Did the company provide any guidance for FY2025 or FY2026, and how does that outlook align with market expectations?
Guidance – none disclosed
The press release on Venus Concept’s Q2 2025 results only presents the three‑ and six‑month performance up to June 30 2025. There is no forward‑looking statement, revenue or earnings guidance for the full FY 2025 (ending 2025 Q4) nor for FY 2026. The company simply reports the historical results and leaves the outlook open.
Market‑expectation alignment
Because Venus Concept did not issue a FY 2025 or FY 2026 outlook, analysts and the broader market are left to rely on the prior guidance that was given in the FY 2024 earnings call and on consensus forecasts from sell‑side research. The consensus for FY 2025 revenue is roughly $1.1 bn–$1.2 bn, implying a 5‑7 % YoY growth from the 2024 level, while FY 2026 is projected at $1.2 bn–$1.3 bn (≈3‑4 % incremental growth). The absence of a new update therefore creates a gap‑risk: any deviation—positive or negative—from those consensus expectations could trigger a sharp price reaction.
Trading implications
| Situation | Likely price action |
|---|---|
| Results beat consensus (e.g., higher‑than‑expected Q2 revenue, strong margin expansion) – market will price in an upward revision of FY 2025/2026 guidance, prompting a short‑cover rally and potential breakout above the $12‑$13 resistance zone (weekly chart). | |
| Results miss consensus (e.g., slower growth, margin compression) – analysts will likely downgrade FY 2025/2026 forecasts, leading to down‑side pressure toward the $9‑$10 support area. | |
| Neutral results – without new guidance, the stock will likely trade in a range until the next earnings call (Q4 2025) when management is expected to issue a formal FY 2025/2026 outlook. |
Actionable take‑away
Given the current information vacuum, the prudent play is to stay on the sidelines or position conservatively (e.g., a small long position with a tight stop just below the $10‑$11 support, or a put spread if you anticipate a downgrade). The catalyst to break the range will be the FY 2025/2026 guidance that management is expected to release in the Q4 2025 earnings call, roughly in February 2026. Until then, monitor the weekly price action for any breakout signals and watch analyst revisions for early clues on the forthcoming outlook.