Hims & Hers is a telehealth platform where patients get prescriptions and wellness products online, like a digital clinic that also sells its own vitamins and skincare.
Revenue hit USD 2.35B in 2025 with a 73.84% gross margin, but net margin was only 5.47% due to heavy marketing and expansion costs.
Brand recognition and a large subscriber base create switching costs, but competitors like Ro, Nurx, and Amazon Pharmacy offer similar services, and rising customer acquisition costs are eroding the advantage.
Sell (sector percentile 23) — value C, growth D, profitability C+, momentum B+, revisions B-. Updated daily, sector-relative, identical for every user.
Key events, in time order
Analyst sees upside to $39 if $32 support holds, but customer complaints persist
Multiple institutions disclosed Q2 additions, plus 5th anniversary celebration, raising market attention
CEO publicly defends data sharing and subscription practices, notes GLP-1 price declines
Oscar CEO mentions talks with Hims, but Hims CEO has repeatedly said no interest in insurance; nature of any deal unclear
Revenue up 38% to $753.2M, raised outlook, though margin concerns noted.
Lilly's suits against black-market sellers could shape regulatory landscape for Hims' legal peptide offering
Strong revenue growth offset by margin compression and negative FCF, Sell rating issued
Revenue $753M up 40%, 300K net adds, but EPS loss $0.10 misses, margins pressured
Multiple independent X accounts mention HIMS in earnings week previews, confirming imminent report
Prominent long-term investor takes stake, signaling confidence
Stock remains under pressure; investors eye FTC suit and FDA peptide rules impact.
Following an internal reorganization in Jan 2026, Vanguard Capital Management now holds ~11.2M shares (5.01%), while Vanguard Group previously held 21M shares.
Celebrity endorsement adds to prior Google Trends spike, boosting peptide product attention.
6 of 7 peptides got 'YES' votes; HIMS and ENHA both fell ~14%, market reacted negatively
Korea's largest pharma deal; Samsung enters GLP-1 peptide manufacturing, potentially impacting Hims supply chain
No new facts; only market commentary referencing earnings and peptides ruling
CAO departs after more than seven years, drawing market attention
EU approves oral Wegovy 25mg for obesity; WSJ notes HIMS partnership helps Novo lead Lilly in oral obesity market
Q1 2026 revenue grew 4% year-over-year to $608 million; subscribers grew 9% year-over-year to nearly 2.6 million
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Hims & Hers Health is experiencing a bullish momentum breakout, with recent price action defying bearish predictions and showing potential for further gains if key support levels hold.
Main discussion
Different voices
🚨 TOP 10 WEEKLY DOWNGRADES: $SBET $APP $KLAR $LMND $MRVL $PONY $HIMS $META $LUNR https://t.co/hW4ANDLGpQ
$HIMS (weekly) - closed the week at $33.78 Impressive candle from the bulls. They had work to do and they did it. > as long as the momentum cloud at $32 holds as support, there's room to reach $39 next, then $50 after that. Invalidation comes with a loss of the momentum cloud.
$HIMS (Max Pain: 30 | Spot: 33.78) - Leaning short, but the trend gets a say here HIMS is sitting well above 30 and normally a gap that wide with five trading days left would be a clean lean back toward it. > but this stock is up sharply over the past week And that's a force the
RT @Investinc_Intel: $HIMS SHAREHOLDERS LAUGHING AT THE TA GUYS WHO SAID $15 WAS NEXT! https://t.co/xBdgLG9VKg
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