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SLSLSN

Solesence, Inc. Common Stock

$SLSN·$76M·Household & Personal Products·Consumer Defensive
$0.95-0.5%YTD-34.6%1Y-73.1%
Mentions · last 7 days
2026-08-20: 3 posts2026-08-21: 2 posts2026-08-22: 1 posts10+11%
Price updated 2d ago·X counts updated 8d ago
SLSLSN
$SLSNSolesence, Inc. Common Stock
$0.95-0.51%10 posts+11%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $SLSN, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Broken storyWinding up for a moveAI verdict · as of 2026-08-20

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Solesence beauty-ingredients micro-cap down 75% year-on-year — Refy Beauty settlement provides small cash win, but revenue declines continue.

Solesence Inc. is a $80M market-cap personal-care and beauty ingredients micro-cap developing specialty active ingredients for skincare and cosmetics customers, including sunscreen actives and functional beauty compounds. The stock is down 75% over the last year at 8% of the 52-week range.

  • Revenue is contracting materially: Q1 revenue was down 11.4% year-on-year to $13M following a 0.7% decline in Q4 — the customer-order pattern is soft, and the FY26 consensus doesn't yet show a meaningful reacceleration.
  • The Refy Beauty settlement is a small positive: agreed to receive approximately £938K (~$1.2M) equivalent in 12 installments to resolve a contractual dispute — small cash win, but demonstrates the company is enforcing its contracts rather than absorbing customer losses.
  • The two new scalp-care products are the growth optionality: unveiling two scalp-care products using patented technology adds a specific new-product angle in a growing consumer-care category — real commercial optionality but the revenue contribution needs to be proven.

Trajectory is coiling at 8% of the 52-week range as the tape processes the operational contraction against the new-product optionality; the next quarterly print needs to show revenue growth reversal plus specific commercial contract cadence — another double-digit revenue decline continues the drift toward Nasdaq compliance risk.

What to watch: Next quarterly print — revenue growth reversal plus specific new-product commercial cadence sustains the recovery; another double-digit revenue decline continues the drift toward Nasdaq compliance risk on this micro-cap.

micro caprevenue declineno sentiment

Read the AI verdict + X sentiment for $SLSN

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Specialty cosmetics company developing mineral-based, clean-label skincare using proprietary Active Stress Defense technology for brand partners.

Industry overviewAI analysisGenerated by AI from underlying data

Where Household & Personal Products sits in its cycle right now — and what that implies for $SLSN.

Household & Personal Products · Consumer Defensive

No material change from last week — inflation-weary consumers sustain spend on trusted daily-use brands (Colgate, Pepsi) while trading down in discretionary categories.

What this means for $SLSN

Partial — Solesence, Inc., formerly known as Nanophase Technologies Corporation, specializes in the development and production of clean-label, inclusive, and mineral-based skincare and cosmetic products. The; partial earnings exposure to household & personal products demand dynamics through its product portfolio.

Industry benchmark

12-name peer basket
+1.1%YTD
-9.7%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
54.3How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
1.9%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
1.3%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-5.9%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.0Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
5.4%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
26.5%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.3Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 19, 2026$-0.00——
Q1 2026May 12, 2026$-0.01——
Q4 2025Mar 31, 2026$0.00——
Q3 2025Nov 11, 2025$-0.02——
Next earningsMon, Nov 16

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$13.0M-11.4%25.7%-3.9%$-0.01$989K
Q4 FY25$12.5M-0.7%27.4%1.5%$0.00$411K
Q3 FY25$14.6M-13.5%23.1%-5.4%$-0.02$-2.9M
Q2 FY25$20.4M+56.1%28.9%9.4%$0.04$-1.9M

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.2×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.9%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+4.2%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-27.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 18.3M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.0% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.265-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KEarnings restatementAug 218-K — Item 4.02: Earnings restatement
AI summary

Solésence, Inc. disclosed a non-reliance event (Item 4.02): during preparation of its Q2 2026 interim financials, the company identified errors in historical inventory accounting for labor and overhead cost capitalization, using budget-based percentages that were insufficiently supported and inconsistently applied. Previously issued financial statements and any related audit reports should not be relied upon. Material accounting error requiring investigation and likely restatement; inventory misstatements can have broad retrospective P&L and balance sheet impacts.

8-KMaterial agreementJul 108-K — Item 1.01: Material agreement
AI summary

Solésence reached a settlement with Refy Beauty, agreeing to receive approximately £938,000 equivalent in 12 installments to resolve a contractual dispute. As part of the settlement, Solésence also received a 6-month exclusivity period for its SPF sunscreen ingredient formulations with Refy, combining financial recovery with near-term commercial benefit.

8-KOfficer or director changeApr 298-K — Item 5.02: Officer or director change
+ 8 other (3 earnings 8-Ks · 2 10-Qs · 2 10-Ks · 1 NT 10-Q) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

SLSN's Earnings Break-Even in Q2, High Operating Costs Hurtzacks.com·5d agoSolesence, Inc. (SLSN) Q2 2026 Earnings Call Transcriptseekingalpha.com·11d agoSolésence Reports Second Quarter 2026 Financial Resultsglobenewswire.com·11d agoSolésence Reschedules Second Quarter 2026 Conference Call to August 19globenewswire.com·20d agoSolésence To Report Second Quarter 2026 Financial Results and Host a Conference Call on August 11globenewswire.com·33d ago

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Voices on X · last 7 days

No standout posts about $SLSN on X in the last 7 days.

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