SummaryHims & Hers Health is upgraded from "Hold" to "Buy," driven by operational discipline and strategic opportunism despite sector volatility.HIMS leverages FDA panel momentum on peptides, expanding into personalized treatments while maintaining a robust telehealth platform and global reach.Management pursues a "best in market" approach to peptide launches, prioritizing clinical rigor, validated supply chains, and data transparency over speed.Despite $974 million in convertible notes and sector skepticism, HIMS targets $6.5 billion in revenue and $1.3 billion in adjusted EBITDA by 2030, trading at ~2.5x forward sales.Looking for a portfolio of ideas like this one? Members of Haggerston BioHealth get exclusive access to our subscriber-only portfolios. Learn More » Getty Images
Investment Overview The stock of Hims & Hers Health (HIMS), the "consumer-first platform transforming the way customers fulfill their health and wellness needs," briefly leapt in value yesterday from ~$31.5 per share to >$35, before giving up most of the gains and ending the
15.07K Followers
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
Hims & Hers Health, Inc. (HIMS - Free Report) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.
Shares of this company have returned +0.1% over the past month versus the Zacks S&P 500 composite's +0.6% change. The Zacks Medical Info Systems industry, to which Hims & Hers Health belongs, has gained 5.3% over this period. Now the key question is: Where could the stock be headed in the near term?
Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision.
Earnings Estimate RevisionsHere at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock.
Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account. When earnings estimates for a company go up, the fair value for its stock goes up as well. And when a stock's fair value is higher than its current market price, investors tend to buy the stock, resulting in its price moving upward. Because of this, empirical studies indicate a strong correlation between trends in earnings estimate revisions and short-term stock price movements.
For the current quarter, Hims & Hers Health is expected to post a loss of $0.07 per share, indicating a change of -141.2% from the year-ago quarter. The Zacks Consensus Estimate has changed -0.3% over the last 30 days.
For the current fiscal year, the consensus earnings estimate of -$0.27 points to a change of -150.9% from the prior year. Over the last 30 days, this estimate has changed -49.2%.
For the next fiscal year, the consensus earnings estimate of $0.52 indicates a change of +291.4% from what Hims & Hers Health is expected to report a year ago. Over the past month, the estimate has changed +2.5%.
Having a strong externally audited track record, our proprietary stock rating tool, the Zacks Rank, offers a more conclusive picture of a stock's price direction in the near term, since it effectively harnesses the power of earnings estimate revisions. Due to the size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, Hims & Hers Health is rated Zacks Rank #3 (Hold).
The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:
12 Month EPS
Revenue Growth ForecastEven though a company's earnings growth is arguably the best indicator of its financial health, nothing much happens if it cannot raise its revenues. It's almost impossible for a company to grow its earnings without growing its revenue for long periods. Therefore, knowing a company's potential revenue growth is crucial.
For Hims & Hers Health, the consensus sales estimate for the current quarter of $690.21 million indicates a year-over-year change of +26.7%. For the current and next fiscal years, $2.91 billion and $3.38 billion estimates indicate +23.8% and +16.4% changes, respectively.
Last Reported Results and Surprise HistoryHims & Hers Health reported revenues of $608.1 million in the last reported quarter, representing a year-over-year change of +3.8%. EPS of -$0.18 for the same period compares with $0.2 a year ago.
Compared to the Zacks Consensus Estimate of $619.62 million, the reported revenues represent a surprise of -1.86%. The EPS surprise was -550%.
Over the last four quarters, the company surpassed EPS estimates just once. The company topped consensus revenue estimates just once over this period.
ValuationNo investment decision can be efficient without considering a stock's valuation. Whether a stock's current price rightly reflects the intrinsic value of the underlying business and the company's growth prospects is an essential determinant of its future price performance.
While comparing the current values of a company's valuation multiples, such as price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), with its own historical values helps determine whether its stock is fairly valued, overvalued, or undervalued, comparing the company relative to its peers on these parameters gives a good sense of the reasonability of the stock's price.
The Zacks Value Style Score (part of the Zacks Style Scores system), which pays close attention to both traditional and unconventional valuation metrics to grade stocks from A to F (an A is better than a B; a B is better than a C; and so on), is pretty helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.
Hims & Hers Health is graded D on this front, indicating that it is trading at a premium to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.
ConclusionThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Hims & Hers Health. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term.
Hims & Hers Health stock is building positive momentum. What’s pushing HIMS stock higher? FDA Panel Splits, Recommends Peptides for 503A ListThe vote is only an advisory recommendation, not final FDA approval — the agency will still need to make its own determination on whether to formally add the peptides to the list. The committee meets again today to consider the remaining three peptides under review: Emideltide, Semax, and Epitalon.
Why It Matters for HimsHims & Hers Chief Medical Officer Dr. Anant Vinjamoori testified before the committee Wednesday, highlighting consumer demand for safer access to peptides currently sold through unregulated channels.
Thursday’s Price ActionShares jumped more than 10% intraday Thursday following the initial BPC-157 vote before paring gains to close up roughly 3% at $32.74.
Hims & Hers Shares Trade FlatHIMS Price Action: At the time of publication, Hims & Hers stock is trading 1.13% higher at $33.11, according to data from Benzinga Pro.
Image via Shutterstock
This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Market News and Data brought to you by Benzinga APIs
Martin Shkreli is taking aim at Hims & Hers Health (NYSE:HIMS), saying he is short the stock and blasting the company’s peptide products as illegitimate medicine
Shkreli, known as Pharma Bro, posted on X that he is "shorted $HIMS" and calling its peptides "fake medicine," adding that "we have come far in the last 70 years of medicine, let’s not go backwards."
FDA’s Stance on PeptidesStock Movement and Advisory VoteTechnical Analysis
Hims & Hers Health trades at $32.79, with a market cap of $7.33 billion. The stock is currently trading +8.43% above its 50-day simple moving average of $30.24 and +5.13% above its 200-day SMA of $31.19.
The stock’s largest one-day move was a 40.79% increase on March 9, 2026, and it has experienced a death cross since Dec. 8, 2025, when the 50-day SMA fell below the 200-day SMA.
Read also
Image: Shutterstock
Market News and Data brought to you by Benzinga APIs
The New York Stock Exchange with a Hims & Hers Health, Inc banner is pictured as a person runs past in the Manhattan borough of New York City, New York, U.S., January 21, 2021. REUTERS/Carlo... Purchase Licensing Rights, opens new tab Read more
SummaryCompaniesAnalysts estimate peptide industry is worth $2 billion to $3 billionFDA advisers will weigh whether peptides can be used for compoundingRulemaking to add peptides could take up to a year, former FDA official saysHims & Hers aims to offer peptide compounds, if approvedJuly 23 - Hims & Hers Health (HIMS.N), opens new tab is set to tap what analysts estimate could be a multi-billion-dollar market for peptides if U.S. regulators loosen manufacturing restrictions.
Hims, primarily known for its personalized treatments of conditions ranging from hair loss to acne, is eyeing peptides not long after its attempts to create compounds of popular weight-loss drugs were smacked down by U.S. regulators. Peptides — used for everything from pain to muscle recovery to beauty — have been promoted by social media influencers and Health and Human Services Secretary Robert F. Kennedy Jr.
Jumpstart your morning with the latest legal news delivered straight to your inbox from The Daily Docket newsletter. Sign up here.
A U.S. Food and Drug Administration advisory committee meets this week to discuss whether the regulator should loosen compounding restrictions on seven peptides. If the restrictions are eased, research firm Needham & Co estimates the market could be as big as $3.3 billion, while Leerink analyst Michael Cherny estimated the market at $2.2 billion.
Peptides' wider use hinges on the FDA. Because Kennedy has said he has used them, some analysts say approval is likely regardless of the committee's decision.
If that happens, rulemaking that would allow compounders to make the products for patients could take up to a year, according to a former FDA official who requested anonymity.
Hims & Hers first announced it would pursue peptide therapies in 2025, when it purchased a manufacturing facility that can produce them. CEO Andrew Dudum has said the treatments would grow in popularity as demand for preventative health increases.
Peptide treatments are drugs built from short chains of amino acids, the same building blocks the body uses to make proteins.
Timing for the launch is uncertain. Dudum said in April that the company would not need to be the first U.S. company to offer peptides.
"If guidance changes, our clinical and compliance teams will assess what that means for our platform, and we will adjust accordingly," a Hims spokesperson said.
Hims owns one of the most popular compounding pharmacy businesses, which mix ingredients to create personalized treatments for patients. Its stock is notoriously volatile, with dramatic surges and equally staggering selloffs.
Over the last five months, the stock has more than doubled, in part because the telehealth company entered into a partnership with Danish drugmaker Novo Nordisk (NOVOb.CO), opens new tab.
Compounded products are not reviewed for quality or efficacy by the FDA, unlike branded drugs. States also have authority over compounding.
ANALYSTS EXPECT FDA APPROVALAnalysts, legal experts and investors said they expect the committee to vote for looser regulations on compounding given the support from Kennedy and other industry-aligned members, even as FDA staffers in June challenged the evidence for peptide compounding.
The 14-member committee reviewing peptides has added seven people who operate or work for clinics or businesses selling peptide treatments.
Bill Holtz, a lawyer at Foley & Lardner, said Kennedy’s view will likely hold more weight in the review process for peptides than is typical for the agency under prior administrations.
“The law gives the Secretary of Health and Human Services the authority to determine what goes on that list," said Holtz.
A spokesperson for HHS did not respond to a Reuters request for comment.
The Alliance for Pharmacy Compounding, a trade organization, urged the FDA this month to allow compounding with regulatory oversight.
Kennedy, who has said he has used peptides, in April described a black market of unregulated products that still make their way into the United States.
PhRMA, the pharmaceutical industry trade organization, said in written comments to the FDA that the agency should not allow peptide compounding under Section 503A of the Federal Food, Drug, and Cosmetic Act, which allows for such combinations.
Ignacio Canto, founder of X-Square Capital, which owns less than 1% of Hims & Hers, said he expects Hims to launch the products quickly if it gets the go-ahead.
Options traders expect more volatility in Hims stock in coming weeks, with Trade Alert data showing shares could swing by as much as 14% in either direction by the end of the month.
Traders expect more volatility for Hims & Hers sharesReporting by Amina Niasse in New York; editing by Caroline Humer and David Gaffen
Our Standards: The Thomson Reuters Trust Principles., opens new tab
In the latest close session, Hims & Hers Health, Inc. (HIMS - Free Report) was down 3.21% at $31.68. The stock's change was less than the S&P 500's daily loss of 0.14%. At the same time, the Dow lost 0.01%, and the tech-heavy Nasdaq lost 0.57%.
Heading into today, shares of the company had lost 0.7% over the past month, lagging the Medical sector's gain of 5.8% and the S&P 500's gain of 0.25%.
Investors will be eagerly watching for the performance of Hims & Hers Health, Inc. in its upcoming earnings disclosure. The company's earnings report is set to be unveiled on August 10, 2026. In that report, analysts expect Hims & Hers Health, Inc. to post earnings of -$0.07 per share. This would mark a year-over-year decline of 141.18%. Meanwhile, the Zacks Consensus Estimate for revenue is projecting net sales of $690.21 million, up 26.68% from the year-ago period.
HIMS's full-year Zacks Consensus Estimates are calling for earnings of -$0.27 per share and revenue of $2.91 billion. These results would represent year-over-year changes of -150.94% and +23.78%, respectively.
Investors should also take note of any recent adjustments to analyst estimates for Hims & Hers Health, Inc. These latest adjustments often mirror the shifting dynamics of short-term business patterns. Hence, positive alterations in estimates signify analyst optimism regarding the business and profitability.
Research indicates that these estimate revisions are directly correlated with near-term share price momentum. To take advantage of this, we've established the Zacks Rank, an exclusive model that considers these estimated changes and delivers an operational rating system.
The Zacks Rank system ranges from #1 (Strong Buy) to #5 (Strong Sell). It has a remarkable, outside-audited track record of success, with #1 stocks delivering an average annual return of +25% since 1988. Over the past month, there's been a 49.21% fall in the Zacks Consensus EPS estimate. Hims & Hers Health, Inc. currently has a Zacks Rank of #3 (Hold).
In terms of valuation, Hims & Hers Health, Inc. is currently trading at a Forward P/E ratio of 1227.38. This signifies a premium in comparison to the average Forward P/E of 27.89 for its industry.
It's also important to note that HIMS currently trades at a PEG ratio of 92.11. This popular metric is similar to the widely-known P/E ratio, with the difference being that the PEG ratio also takes into account the company's expected earnings growth rate. As of the close of trade yesterday, the Medical Info Systems industry held an average PEG ratio of 2.98.
The Medical Info Systems industry is part of the Medical sector. This group has a Zacks Industry Rank of 74, putting it in the top 31% of all 250+ industries.
The Zacks Industry Rank is ordered from best to worst in terms of the average Zacks Rank of the individual companies within each of these sectors. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Be sure to use Zacks.com to monitor all these stock-influencing metrics, and more, throughout the forthcoming trading sessions.
SAN FRANCISCO--(BUSINESS WIRE)--Hims & Hers Health, Inc. (NYSE: HIMS), the leading health and wellness platform, today announced its Chief Accounting Officer, Irene Becklund will depart the company after more than seven years, effective October 9, 2026. Becklund will then serve as an advisor to the company for several months to assist with the transition. The company will conduct a search for her permanent successor, with Yemi Okupe, CFO of Hims & Hers, assuming the responsibilities of CAO in the interim.
"Irene has left an indelible mark on Hims & Hers as a trusted leader whose expertise and judgment have been integral to our growth as a company. Over the last seven years, Irene has helped build and maintain the financial discipline, technical rigor, and high standards that define our organization today. I'm deeply grateful for everything she has contributed and for the opportunity to have worked alongside her. She has earned a well-deserved break, and we wish her nothing but the best in what comes next," said Okupe.
Becklund joined Hims & Hers in 2019 as the company’s first Controller. She has played a pivotal role in building and scaling the company's financial reporting and public company infrastructure. During her tenure, she has helped to guide the company through many of its most significant milestones, including its IPO, strategic acquisitions, and international expansion.
About Hims & Hers Health, Inc
Hims & Hers is the leading health and wellness platform on a mission to help the world feel great through the power of better health. We believe how you feel in your body and mind transforms how you show up in life. That’s why we’re building a future where nothing stands in the way of harnessing this power. Hims & Hers normalizes health & wellness challenges—and innovates on their solutions—to make feeling happy and healthy easy to achieve. No two people are the same, so the company provides access to personalized care designed for results. For more information, please visit www.hims.com and www.forhers.com.
Hims & Hers Health, Inc. (HIMS - Free Report) closed the most recent trading day at $35.15, moving +2.24% from the previous trading session. The stock outpaced the S&P 500's daily gain of 0.38%. Meanwhile, the Dow experienced a rise of 0.02%, and the technology-dominated Nasdaq saw an increase of 0.9%.
Coming into today, shares of the company had gained 13.95% in the past month. In that same time, the Medical sector gained 4.34%, while the S&P 500 gained 1.27%.
The investment community will be paying close attention to the earnings performance of Hims & Hers Health, Inc. in its upcoming release. The company is slated to reveal its earnings on August 10, 2026. The company is forecasted to report an EPS of -$0.07, showcasing a 141.18% downward movement from the corresponding quarter of the prior year. Meanwhile, our latest consensus estimate is calling for revenue of $690.21 million, up 26.68% from the prior-year quarter.
Regarding the entire year, the Zacks Consensus Estimates forecast earnings of -$0.27 per share and revenue of $2.91 billion, indicating changes of -150.94% and +23.78%, respectively, compared to the previous year.
Additionally, investors should keep an eye on any recent revisions to analyst forecasts for Hims & Hers Health, Inc. Such recent modifications usually signify the changing landscape of near-term business trends. Consequently, upward revisions in estimates express analysts' positivity towards the business operations and its ability to generate profits.
Our research shows that these estimate changes are directly correlated with near-term stock prices. To benefit from this, we have developed the Zacks Rank, a proprietary model which takes these estimate changes into account and provides an actionable rating system.
The Zacks Rank system, ranging from #1 (Strong Buy) to #5 (Strong Sell), possesses a remarkable history of outdoing, externally audited, with #1 stocks returning an average annual gain of +25% since 1988. Over the last 30 days, the Zacks Consensus EPS estimate has witnessed a 49.21% decrease. Hims & Hers Health, Inc. currently has a Zacks Rank of #3 (Hold).
Looking at its valuation, Hims & Hers Health, Inc. is holding a Forward P/E ratio of 1289.25. This expresses a premium compared to the average Forward P/E of 28.61 of its industry.
Meanwhile, HIMS's PEG ratio is currently 96.75. Comparable to the widely accepted P/E ratio, the PEG ratio also accounts for the company's projected earnings growth. As of the close of trade yesterday, the Medical Info Systems industry held an average PEG ratio of 3.19.
The Medical Info Systems industry is part of the Medical sector. At present, this industry carries a Zacks Industry Rank of 100, placing it within the top 41% of over 250 industries.
The Zacks Industry Rank gauges the strength of our industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
You can find more information on all of these metrics, and much more, on Zacks.com.
SAN FRANCISCO--(BUSINESS WIRE)--Hims & Hers Health, Inc. (“Hims & Hers”, NYSE: HIMS), the leading health and wellness platform, today announced that it will report second quarter 2026 financial results after the market closes on Monday, August 10, 2026. The company will host a live conference call to discuss the results at 5:00 p.m. ET the same day.
The conference call can be accessed by dialing (888) 510-2630 for U.S. participants and (646) 960-0137 for international participants, referencing conference ID 1704296. A live audio webcast will be available at https://investors.hims.com and will be archived for one year.
About Hims & Hers Health, Inc.
Hims & Hers is the leading health and wellness platform on a mission to help the world feel great through the power of better health.
We believe how you feel in your body and mind transforms how you show up in life. That’s why we’re building a future where nothing stands in the way of harnessing this power. Hims & Hers normalizes health & wellness challenges—and innovates on their solutions—to make feeling happy and healthy easy to achieve. No two people are the same, so the Company provides access to personalized care designed for results.
For more information, please visit https://investors.hims.com/.
Hims & Hers Health, Inc. (HIMS - Free Report) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.
Shares of this company have returned +28.2% over the past month versus the Zacks S&P 500 composite's +4.3% change. The Zacks Medical Info Systems industry, to which Hims & Hers Health belongs, has gained 16.5% over this period. Now the key question is: Where could the stock be headed in the near term?
Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision.
Earnings Estimate RevisionsHere at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock.
Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account. When earnings estimates for a company go up, the fair value for its stock goes up as well. And when a stock's fair value is higher than its current market price, investors tend to buy the stock, resulting in its price moving upward. Because of this, empirical studies indicate a strong correlation between trends in earnings estimate revisions and short-term stock price movements.
For the current quarter, Hims & Hers Health is expected to post a loss of $0.07 per share, indicating a change of -141.2% from the year-ago quarter. The Zacks Consensus Estimate has changed -0.3% over the last 30 days.
For the current fiscal year, the consensus earnings estimate of -$0.27 points to a change of -150.9% from the prior year. Over the last 30 days, this estimate has changed -49.2%.
For the next fiscal year, the consensus earnings estimate of $0.52 indicates a change of +291.4% from what Hims & Hers Health is expected to report a year ago. Over the past month, the estimate has changed +2.5%.
With an impressive externally audited track record, our proprietary stock rating tool -- the Zacks Rank -- is a more conclusive indicator of a stock's near-term price performance, as it effectively harnesses the power of earnings estimate revisions. The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #5 (Strong Sell) for Hims & Hers Health.
The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:
12 Month EPS
Projected Revenue GrowthWhile earnings growth is arguably the most superior indicator of a company's financial health, nothing happens as such if a business isn't able to grow its revenues. After all, it's nearly impossible for a company to increase its earnings for an extended period without increasing its revenues. So, it's important to know a company's potential revenue growth.
In the case of Hims & Hers Health, the consensus sales estimate of $690.21 million for the current quarter points to a year-over-year change of +26.7%. The $2.91 billion and $3.38 billion estimates for the current and next fiscal years indicate changes of +23.8% and +16.4%, respectively.
Last Reported Results and Surprise HistoryHims & Hers Health reported revenues of $608.1 million in the last reported quarter, representing a year-over-year change of +3.8%. EPS of -$0.18 for the same period compares with $0.2 a year ago.
Compared to the Zacks Consensus Estimate of $619.62 million, the reported revenues represent a surprise of -1.86%. The EPS surprise was -550%.
Over the last four quarters, the company surpassed EPS estimates just once. The company topped consensus revenue estimates just once over this period.
ValuationWithout considering a stock's valuation, no investment decision can be efficient. In predicting a stock's future price performance, it's crucial to determine whether its current price correctly reflects the intrinsic value of the underlying business and the company's growth prospects.
Comparing the current value of a company's valuation multiples, such as its price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), to its own historical values helps ascertain whether its stock is fairly valued, overvalued, or undervalued, whereas comparing the company relative to its peers on these parameters gives a good sense of how reasonable its stock price is.
The Zacks Value Style Score (part of the Zacks Style Scores system), which pays close attention to both traditional and unconventional valuation metrics to grade stocks from A to F (an A is better than a B; a B is better than a C; and so on), is pretty helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.
Hims & Hers Health is graded F on this front, indicating that it is trading at a premium to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.
ConclusionThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Hims & Hers Health. However, its Zacks Rank #5 does suggest that it may underperform the broader market in the near term.
FDA staff challenged seven compounded peptides, but Hims & Hers continues expanding internationally and strengthening its core healthcare platform beyond longevity therapies. The $400 million JPMorgan receivables facility improves financial flexibility, supporting GLP-1 expansion without relying on dilutive equity financing. The $1.15 billion Eucalyptus acquisition adds 850,000 customers and approximately $450 million of ARR across eight international markets.
In the latest trading session, Hims & Hers Health, Inc. (HIMS - Free Report) closed at $36.17, marking a -5.51% move from the previous day. The stock's performance was behind the S&P 500's daily loss of 0.45%. Elsewhere, the Dow lost 0.25%, while the tech-heavy Nasdaq lost 1.16%.
Prior to today's trading, shares of the company had gained 40.89% outpaced the Medical sector's gain of 6.33% and the S&P 500's gain of 2.14%.
Analysts and investors alike will be keeping a close eye on the performance of Hims & Hers Health, Inc. in its upcoming earnings disclosure. It is anticipated that the company will report an EPS of -$0.07, marking a 141.18% fall compared to the same quarter of the previous year. Meanwhile, our latest consensus estimate is calling for revenue of $690.21 million, up 26.68% from the prior-year quarter.
For the annual period, the Zacks Consensus Estimates anticipate earnings of -$0.27 per share and a revenue of $2.91 billion, signifying shifts of -150.94% and +23.78%, respectively, from the last year.
Investors should also pay attention to any latest changes in analyst estimates for Hims & Hers Health, Inc. These recent revisions tend to reflect the evolving nature of short-term business trends. Hence, positive alterations in estimates signify analyst optimism regarding the business and profitability.
Research indicates that these estimate revisions are directly correlated with near-term share price momentum. To capitalize on this, we've crafted the Zacks Rank, a unique model that incorporates these estimate changes and offers a practical rating system.
The Zacks Rank system, stretching from #1 (Strong Buy) to #5 (Strong Sell), has a noteworthy track record of outperforming, validated by third-party audits, with stocks rated #1 producing an average annual return of +25% since the year 1988. Over the past month, the Zacks Consensus EPS estimate has shifted 49.21% downward. Hims & Hers Health, Inc. currently has a Zacks Rank of #5 (Strong Sell).
In the context of valuation, Hims & Hers Health, Inc. is at present trading with a Forward P/E ratio of 1435.5. This valuation marks a premium compared to its industry average Forward P/E of 28.26.
Investors should also note that HIMS has a PEG ratio of 107.73 right now. Comparable to the widely accepted P/E ratio, the PEG ratio also accounts for the company's projected earnings growth. The Medical Info Systems industry had an average PEG ratio of 3.21 as trading concluded yesterday.
The Medical Info Systems industry is part of the Medical sector. With its current Zacks Industry Rank of 161, this industry ranks in the bottom 35% of all industries, numbering over 250.
The Zacks Industry Rank evaluates the power of our distinct industry groups by determining the average Zacks Rank of the individual stocks forming the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Be sure to use Zacks.com to monitor all these stock-influencing metrics, and more, throughout the forthcoming trading sessions.
The healthcare sector is one of the best-performing sectors in the S&P 500 over the past month, with a gain of around 6%. But while that rebound has been led by a handful of mega-cap Big Pharma companies, it has also been reflected in the performances of smaller firms.
One of those is mid-cap Hims & Hers Health NYSE: HIMS, the telehealth platform that provides direct-to-consumer (D2C) personal care products and virtual medical services.
Get Hims & Hers Health alerts:
Over the past 30 days, HIMS is up more than 45%, which has brought the stock’s year-to-date (YTD) gain to nearly 20%. After a run like that, the stock may be due for a short-term breather. But according to healthcare industry experts, a looming catalyst could have an outsized benefit on Hims & Hers in 2027 and beyond, which is setting the stock up for a buying opportunity on its next pullback.
The GLP-1 Craze Is Pushing Up Employers’ Healthcare Plan CostsHims & Hers Health Today
HIMS
Hims & Hers Health
$38.56 +1.76 (+4.79%)
As of 03:41 PM Eastern
This is a fair market value price provided by Massive. Learn more.
52-Week Range$13.74▼
$70.43Price Target$30.63
As the cost of weight-loss drugs continues to climb, Reuters recently reported that some employers are planning to drop coverage for GLP-1 treatments, including Wegovy, Ozempic, Zepbound, Mounjaro, and Foundayo—products manufactured by Novo Nordisk NYSE: NVO and Eli Lilly NYSE: LLY.
Last year, over 40% of employers covered weight loss drugs, and estimates for this year are roughly the same. But two industry groups’ analyses cited by Reuters show that is very likely to change in 2027.
According to policy research group Business Group on Health, about 10% of employers that currently offer coverage for GLP-1 drugs for weight loss said they planned to drop them in 2027. A second survey conducted by Mercer, a benefits consultancy, finds that 5% of large employers plan to drop coverage in 2027 or are actively considering doing so.
While that is unfortunate news for those undergoing treatment, it is welcome news for HIMS shareholders. Patients losing healthcare coverage for GLP-1 drugs should be a boon for Hims & Hers Health, which presently generates around one-third of its revenue from its weight-loss business.
Analysts forecast the company’s revenue to grow from an estimated $2.89 billion in 2026 to $3.45 billion in 2027, and increased subscription demand for weight loss drugs amid eroding insurance options should play a significant role in that top-line growth.
Lost coverage for GLP-1 treatments should spur a migration to D2C telehealth providers, with Hims & Hers serving as a natural destination due to its platform bundling medical provider access, unlimited clinical consultations, and pharmacy fulfillment services into one streamlined subscription.
Technical Analysis and Wall Street Suggest a Correction Is AheadWith its recurring revenue model, Hims & Hers should be a long-term beneficiary of dropped coverage. The platform charges a $39 fee for the first month of its weight loss membership. After that, the charge goes up to $149 for clinical subscriptions, not including the cost of the medication itself. Medication is billed separately, and Hims says the membership does not include or guarantee a prescription. Compounded oral options, for instance, can run $145 to more than $199 per month, while branded GLP-1 pens—like Wegovy—can run even higher.
However, following its approximately 160% gain from its YTD low on Feb. 27, HIMS appears overdue for a price correction. According to the Relative Strength Index (RSI)—a technical momentum indicator that shows if a stock is overbought (above 70), oversold (below 30), or fairly valued (somewhere in between)—HIMS has pushed into overbought territory.
As shown by the green arrow below, the RSI on HIMS one-year chart currently reads 70.86, suggesting that the stock is overbought and due for a price reversal:
Technical analysis is hardly a perfect science. But the last two times the stock’s RSI breached 70—first in mid-April then again in mid-June—HIMS pulled back more than 28% and nearly 8%, respectively, before continuing its rally.
Current Price$38.33High Forecast$60.00Average Forecast$30.63Low Forecast$21.00Hims & Hers Health Stock Forecast Details
Meanwhile, Wall Street remains bearish on the stock after its outperformance this year. Of the 16 analysts currently covering HIMS, only four assign it a Buy rating.
Overall, the stock receives a consensus Hold rating alongside a 12-month price target that implies over 19% potential downside from current prices.
Concerningly, with a high-volatity beta of 2.35, current short interest for HIMS now stands at more than 32% of the float, or about 65.4 million shares valued at $1.97 billion.
That is the most the stock has been shorted since March and marks a nearly 5% month-over-month increase.
At the same time, insider activity has seen an uptick in selling this year. In Q1 2026, $3.46 million worth of HIMS shares were sold with no buys. In Q2, that figure rose $4.86 million against $1.17 million bought.
Should You Invest $1,000 in Hims & Hers Health Right Now?Before you consider Hims & Hers Health, you'll want to hear this.
MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Hims & Hers Health wasn't on the list.
While Hims & Hers Health currently has a Hold rating among analysts, top-rated analysts believe these five stocks are better buys.
View The Five Stocks Here
The AI wave will soon hit public markets with Anthropic and OpenAI set to go public later this year. However, you don't have to wait to invest. This report shows seven AI stocks that you can buy today while the big model providers get ready to go public.
The stock rebounded from below $14 after a regulatory shock and is now trading above $37 on a diversified growth narrative. Monthly weight-loss subscriber additions exceed one hundred thousand, transforming GLP-1 products into a powerful customer acquisition funnel. Peptides, AI healthcare systems, and international expansion create multi-layered optionality beyond traditional telehealth and pharmacy models.
Hims & Hers Health shares HIMS surged 9% on Wednesday after Canaccord Genuity raised its price target on the telehealth company, citing improving sales trends, momentum in its weight-loss business, and growing optimism around its peptide opportunity.
Canaccord analyst Maria Ripps maintained a Buy rating on the stock while increasing her price target to $40 from $32, implying additional upside from current levels.
The upgrade comes after a strong second quarter for Hims & Hers, with the stock gaining approximately 67% during the period.
Ripps said Hims & Hers continues to benefit from stronger credit card spending data and the rollout of branded weight-loss medications.
The analyst noted that Hims has become one of Novo Nordisk's largest telehealth partners for weight-loss drugs.
The company also expanded its international presence by launching generic semaglutide in Canada in late May and completed its acquisition of Eucalyptus in early June.
According to Canaccord, credit card spending data showed adjusted year-over-year sales growth improving throughout the quarter, rising from the mid-to-high single digits in April to the high teens by June.
The company generated $2.37 billion in revenue over the last 12 months while posting 33% revenue growth and a 73% gross profit margin.
Canaccord also said improving sentiment around Hims' peptide strategy has become another positive catalyst for investors.
Investor attention is now turning to the US Food and Drug Administration's Pharmacy Compounding Advisory Committee meeting scheduled for July 23-24.
The committee is expected to review seven peptides after FDA staff recommended against allowing compounding pharmacies to manufacture them, citing limited evidence supporting their use and unresolved safety concerns.
The peptides under review include BPC-157, Emideltide, Epitalon, KPV, MOTS-c, Semax and TB-500.
FDA scientists said available evidence was insufficient to support compounding and noted that potential safety risks could not be ruled out.
Former advisory committee member Dr. Anita Gupta said earlier reviews identified concerns over immune responses.
"At the time, the FDA presented a lot of adverse event data that showed there was a risk of immunogenicity — immune reactions — and that raised some red flags for the committee."
She also warned about product quality issues, saying some peptide products have shown "heavy metals," "microbial contamination" or mislabeling.
Despite the FDA staff recommendation, Ripps remains optimistic about the longer-term opportunity, noting that the advisory committee's current membership appears more supportive of peptides.
Hims has already positioned itself for a potential expansion into peptide therapies.
Earlier this year, the company acquired a California-based peptide manufacturing facility to strengthen its domestic supply chain and support future work in preventive health, metabolic optimization, cognitive performance and recovery science.
Several analysts believe the peptide market could represent a multibillion-dollar revenue opportunity if regulations become more favorable.
Needham analyst Ryan MacDonald described the FDA staff recommendation as unexpected but said it does not represent the final outcome.
"This is not the end of the conversation," he told the Hims House investor community on X, adding that approval odds may be "slightly less," but he is "still operating under the assumption that they will get approved."
MacDonald noted that the advisory committee must still review scientific evidence, hear stakeholder feedback, and make its recommendation before the FDA issues a final decision.
He also said FDA leadership ultimately determines the outcome, while the Department of Health and Human Services oversees the agency, with Health Secretary Robert F. Kennedy Jr. having publicly expressed support for peptide deregulation.
Hims & Hers Health, Inc. (HIMS - Free Report) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future.
Shares of this company have returned +26% over the past month versus the Zacks S&P 500 composite's -1.8% change. The Zacks Medical Info Systems industry, to which Hims & Hers Health belongs, has gained 11.8% over this period. Now the key question is: Where could the stock be headed in the near term?
While media releases or rumors about a substantial change in a company's business prospects usually make its stock 'trending' and lead to an immediate price change, there are always some fundamental facts that eventually dominate the buy-and-hold decision-making.
Earnings Estimate RevisionsRather than focusing on anything else, we at Zacks prioritize evaluating the change in a company's earnings projection. This is because we believe the fair value for its stock is determined by the present value of its future stream of earnings.
Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account. When earnings estimates for a company go up, the fair value for its stock goes up as well. And when a stock's fair value is higher than its current market price, investors tend to buy the stock, resulting in its price moving upward. Because of this, empirical studies indicate a strong correlation between trends in earnings estimate revisions and short-term stock price movements.
Hims & Hers Health is expected to post a loss of $0.06 per share for the current quarter, representing a year-over-year change of -135.3%. Over the last 30 days, the Zacks Consensus Estimate remained unchanged.
For the current fiscal year, the consensus earnings estimate of -$0.23 points to a change of -143.4% from the prior year. Over the last 30 days, this estimate has remained unchanged.
For the next fiscal year, the consensus earnings estimate of $0.5 indicates a change of +320.9% from what Hims & Hers Health is expected to report a year ago. Over the past month, the estimate has remained unchanged.
Having a strong externally audited track record, our proprietary stock rating tool, the Zacks Rank, offers a more conclusive picture of a stock's price direction in the near term, since it effectively harnesses the power of earnings estimate revisions. Due to the size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, Hims & Hers Health is rated Zacks Rank #5 (Strong Sell).
The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:
12 Month EPS
Projected Revenue GrowthWhile earnings growth is arguably the most superior indicator of a company's financial health, nothing happens as such if a business isn't able to grow its revenues. After all, it's nearly impossible for a company to increase its earnings for an extended period without increasing its revenues. So, it's important to know a company's potential revenue growth.
In the case of Hims & Hers Health, the consensus sales estimate of $689.49 million for the current quarter points to a year-over-year change of +26.6%. The $2.9 billion and $3.4 billion estimates for the current and next fiscal years indicate changes of +23.7% and +17.2%, respectively.
Last Reported Results and Surprise HistoryHims & Hers Health reported revenues of $608.1 million in the last reported quarter, representing a year-over-year change of +3.8%. EPS of -$0.18 for the same period compares with $0.2 a year ago.
Compared to the Zacks Consensus Estimate of $619.62 million, the reported revenues represent a surprise of -1.86%. The EPS surprise was -550%.
Over the last four quarters, the company surpassed EPS estimates just once. The company topped consensus revenue estimates just once over this period.
ValuationNo investment decision can be efficient without considering a stock's valuation. Whether a stock's current price rightly reflects the intrinsic value of the underlying business and the company's growth prospects is an essential determinant of its future price performance.
While comparing the current values of a company's valuation multiples, such as price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), with its own historical values helps determine whether its stock is fairly valued, overvalued, or undervalued, comparing the company relative to its peers on these parameters gives a good sense of the reasonability of the stock's price.
The Zacks Value Style Score (part of the Zacks Style Scores system), which pays close attention to both traditional and unconventional valuation metrics to grade stocks from A to F (an A is better than a B; a B is better than a C; and so on), is pretty helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.
Hims & Hers Health is graded F on this front, indicating that it is trading at a premium to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.
Bottom LineThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Hims & Hers Health. However, its Zacks Rank #5 does suggest that it may underperform the broader market in the near term.
Hims & Hers Health, Inc. (HIMS - Free Report) closed at $33.39 in the latest trading session, marking a -1.62% move from the prior day. The stock's change was less than the S&P 500's daily gain of 1.18%. Meanwhile, the Dow experienced a rise of 0.59%, and the technology-dominated Nasdaq saw an increase of 2.07%.
The company's stock has climbed by 29.79% in the past month, exceeding the Medical sector's gain of 7.96% and the S&P 500's loss of 2.9%.
Analysts and investors alike will be keeping a close eye on the performance of Hims & Hers Health, Inc. in its upcoming earnings disclosure. The company is expected to report EPS of -$0.06, down 135.29% from the prior-year quarter. Our most recent consensus estimate is calling for quarterly revenue of $689.49 million, up 26.55% from the year-ago period.
In terms of the entire fiscal year, the Zacks Consensus Estimates predict earnings of -$0.23 per share and a revenue of $2.9 billion, indicating changes of -143.4% and +23.72%, respectively, from the former year.
Investors should also take note of any recent adjustments to analyst estimates for Hims & Hers Health, Inc. These revisions typically reflect the latest short-term business trends, which can change frequently. Consequently, upward revisions in estimates express analysts' positivity towards the business operations and its ability to generate profits.
Our research shows that these estimate changes are directly correlated with near-term stock prices. To exploit this, we've formed the Zacks Rank, a quantitative model that includes these estimate changes and presents a viable rating system.
The Zacks Rank system, ranging from #1 (Strong Buy) to #5 (Strong Sell), possesses a remarkable history of outdoing, externally audited, with #1 stocks returning an average annual gain of +25% since 1988. The Zacks Consensus EPS estimate remained stagnant within the past month. Hims & Hers Health, Inc. is currently a Zacks Rank #5 (Strong Sell).
In terms of valuation, Hims & Hers Health, Inc. is presently being traded at a Forward P/E ratio of 646.48. This denotes a premium relative to the industry average Forward P/E of 27.78.
It's also important to note that HIMS currently trades at a PEG ratio of 48.52. The PEG ratio is similar to the widely-used P/E ratio, but this metric also takes the company's expected earnings growth rate into account. The Medical Info Systems was holding an average PEG ratio of 2.09 at yesterday's closing price.
The Medical Info Systems industry is part of the Medical sector. At present, this industry carries a Zacks Industry Rank of 110, placing it within the top 46% of over 250 industries.
The Zacks Industry Rank assesses the vigor of our specific industry groups by computing the average Zacks Rank of the individual stocks incorporated in the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Ensure to harness Zacks.com to stay updated with all these stock-shifting metrics, among others, in the next trading sessions.
Investors interested in Medical Info Systems stocks are likely familiar with Omnicell (OMCL) and Hims & Hers Health, Inc. (HIMS). But which of these two companies is the best option for those looking for undervalued stocks?
SummaryCompaniesSubscription demand to increase as insurance options erode, analysts sayRivals are seeing growing demand for oral and cash-pay optionsDrugmakers benefit from selling to Hims' user baseNEW YORK, June 25 (Reuters) - Telehealth provider Hims and Hers Health (HIMS.N), opens new tab may get a boost next year from employers dropping coverage of weight-loss drugs like Novo Nordisk's (NOVOb.CO), opens new tab Wegovy and Eli Lilly's (LLY.N), opens new tab Zepbound and Foundayo to rein in costs, investors and analysts say.
Soaring use of the medications has pushed up costs for employers, some of whom plan to tell employees they will no longer pay for them in 2027, industry experts say.
Jumpstart your morning with the latest legal news delivered straight to your inbox from The Daily Docket newsletter. Sign up here.
Instead, employees are expected to purchase direct-to-consumer products which include subscriptions from telehealth companies like Hims that bundle appointments with providers and access to the medicines.
Analysts currently estimate Hims revenue at $2.89 billion this year and $3.45 billion for 2027. Seven analysts have raised 2026 estimates for the company since May, boosted in part by its deal with Novo to sell its drugs.
About a third of the company's revenue comes from its weight-loss business, and it's growing, said Raul Shah, CEO of DocShah Financial, which owns less than 1% of Hims shares.
"I project that ratio to continue increasing as more Americans partake in the GLP-1 mania," he said, adding that he sees the U.S. weight-loss market shifting away from relying on insurance coverage.
A spokesperson for Hims and Hers declined to comment.
EMPLOYERS PUSH EMPLOYEES OFFEmployer-based plans are the most prevalent source of health insurance in the United States, with over 150 million Americans enrolled in them, KFF data showed.
About 43% of employers covered the drugs for weight-loss in 2025, and estimates for 2026 are about the same.
But 10% of employers currently covering GLP-1 drugs for weight loss said they planned to drop the drugs in 2027, according to the Business Group on Health, a policy research group for large employers.
Truist analyst Jailendra Singh said employers are directly driving cash-pay activity, through benefit guides and by advertising platforms like TrumpRx and manufacturer pharmacies. Health insurer Cigna (CI.N), opens new tab is one example, dropping coverage of the medications for its own employees.
Novo Nordisk and Eli Lilly offer cash-pay pricing through their pharmacies NovoCare and LillyDirect. Novo's Wegovy and Lilly's Foundayo weight-loss pills start at $149 per month for cash pay.
NOVO'S NEW PARTNERHims had become one of the largest U.S. telehealth providers of weight-loss drugs, even after shifting from mass compounding of alternative versions of Novo and Lilly drugs. The company missed earnings and revenue targets last quarter as it adjusted to new compounding rules with the branded drugs no longer in shortage.
Hims in March announced it would partner with Novo Nordisk for its branded drugs but would continue to sell compounded versions in special doses or formulations, as regulations allow.
Jamey Millar, executive vice president of U.S. operations at Novo Nordisk, said Hims and Hers has since brought in the most volume of its telehealth partners.
Analysts said it was too early to provide estimates on how many subscribers Hims gained from the Novo deal. Hims had 2.6 million subscribers in the first quarter, up 9% from the year-ago quarter.
"Second-quarter results should give us a little bit more perspective on how many new subscribers are joining the platform and how well the weight-loss portfolio is performing," said Morningstar analyst Keonhee Kim.
The majority of Hims' revenue comes from auto-renewed subscriptions, which for GLP-1 users cost $39 for the first month and $149 for following months. That comes with access to unlimited clinical consultations but does not include the cost of the medication.
Hims and Hers shares closed at $32.70 on Wednesday, down more than 50% from July of 2025, when they reached $72.
RIVALS SEE GROWING DEMANDRival telehealth companies including Noom, Ivim Health and Ro said they anticipate demand will continue to grow as prices fall.
A spokesperson for Columbus, Ohio-based Ivim said the company has seen a 345% increase in demand for the Wegovy pill since January. Ro has said the Wegovy pill has increased demand and brought in new customers, including men.
Because Hims already has a large, recurring customer base, the company provides drugmakers with a more appealing footprint than smaller rivals, analysts said.
Truist estimates that about 70% to 80% of new Hims weight-loss subscribers renew on a monthly basis, indicating it has remained competitive.
Facing a decline in corporate coverage, drugmakers like Novo may want to target people who are already at Hims and other subscription-based telehealth programs, rather than looking for additional patients itself.
"Pharma knows how to sell business to business," said Rajiv Leventhal, a healthcare analyst at commerce data firm eMarketer.
Reporting by Amina Niasse; editing by Caroline Humer and Bill Berkrot
Our Standards: The Thomson Reuters Trust Principles., opens new tab
Hims & Hers Health, Inc. (HIMS - Free Report) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future.
Shares of this company have returned +47.7% over the past month versus the Zacks S&P 500 composite's +1.4% change. The Zacks Medical Info Systems industry, to which Hims & Hers Health belongs, has gained 11.7% over this period. Now the key question is: Where could the stock be headed in the near term?
Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision.
Revisions to Earnings EstimatesRather than focusing on anything else, we at Zacks prioritize evaluating the change in a company's earnings projection. This is because we believe the fair value for its stock is determined by the present value of its future stream of earnings.
We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up. A higher fair value than the current market price drives investors' interest in buying the stock, leading to its price moving higher. This is why empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
Hims & Hers Health is expected to post a loss of $0.06 per share for the current quarter, representing a year-over-year change of -135.3%. Over the last 30 days, the Zacks Consensus Estimate remained unchanged.
For the current fiscal year, the consensus earnings estimate of -$0.23 points to a change of -143.4% from the prior year. Over the last 30 days, this estimate has remained unchanged.
For the next fiscal year, the consensus earnings estimate of $0.5 indicates a change of +320.9% from what Hims & Hers Health is expected to report a year ago. Over the past month, the estimate has remained unchanged.
With an impressive externally audited track record, our proprietary stock rating tool -- the Zacks Rank -- is a more conclusive indicator of a stock's near-term price performance, as it effectively harnesses the power of earnings estimate revisions. The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #5 (Strong Sell) for Hims & Hers Health.
The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:
12 Month EPS
Revenue Growth ForecastWhile earnings growth is arguably the most superior indicator of a company's financial health, nothing happens as such if a business isn't able to grow its revenues. After all, it's nearly impossible for a company to increase its earnings for an extended period without increasing its revenues. So, it's important to know a company's potential revenue growth.
For Hims & Hers Health, the consensus sales estimate for the current quarter of $689.49 million indicates a year-over-year change of +26.6%. For the current and next fiscal years, $2.9 billion and $3.4 billion estimates indicate +23.7% and +17.2% changes, respectively.
Last Reported Results and Surprise HistoryHims & Hers Health reported revenues of $608.1 million in the last reported quarter, representing a year-over-year change of +3.8%. EPS of -$0.18 for the same period compares with $0.2 a year ago.
Compared to the Zacks Consensus Estimate of $619.62 million, the reported revenues represent a surprise of -1.86%. The EPS surprise was -550%.
Over the last four quarters, the company surpassed EPS estimates just once. The company topped consensus revenue estimates just once over this period.
ValuationWithout considering a stock's valuation, no investment decision can be efficient. In predicting a stock's future price performance, it's crucial to determine whether its current price correctly reflects the intrinsic value of the underlying business and the company's growth prospects.
Comparing the current value of a company's valuation multiples, such as its price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), to its own historical values helps ascertain whether its stock is fairly valued, overvalued, or undervalued, whereas comparing the company relative to its peers on these parameters gives a good sense of how reasonable its stock price is.
The Zacks Value Style Score (part of the Zacks Style Scores system), which pays close attention to both traditional and unconventional valuation metrics to grade stocks from A to F (an A is better than a B; a B is better than a C; and so on), is pretty helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.
Hims & Hers Health is graded F on this front, indicating that it is trading at a premium to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.
ConclusionThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Hims & Hers Health. However, its Zacks Rank #5 does suggest that it may underperform the broader market in the near term.
On June 22, 2026, Hims & Hers Health Inc HIMS shares fell 5.4% today, trading at $33.54. Over the past 52 weeks, the stock has ranged from a low of $13.74 to a high of $70.43, reflecting significant volatility. Additionally, HIMS has experienced a year-to-date return of +3.3% and a one-year decline of -47.8%.
GF Value™ verdict: Current price is $33.54, which is 13.0% below the GF Value™ of $38.53.GF Score™: 81/100, indicating a strong overall performance.Notable signal: Insider activity shows net sales of $3.2M in the last 3 months, suggesting potential caution among insiders. Is HIMS Overvalued or Undervalued? The current price of Hims & Hers Health Inc HIMS at $33.54 is below the GF Value™ estimate of $38.53, indicating that the stock is 13.0% undervalued. This presents an opportunity for investors who believe in the long-term potential of the company. The GF Valuation label categorizes HIMS as "Modestly Undervalued," suggesting there is a margin of safety for potential investors. However, it is essential to consider that being undervalued does not guarantee immediate price appreciation, especially in light of the company's recent performance and market conditions.
GF Value™ is GuruFocus' proprietary measure of intrinsic value, calculated from historical trading multiples, past business growth, and future performance estimates. Given the current undervaluation, investors might find this an appealing entry point, although they should remain cautious of market volatility and any underlying business challenges that might affect performance.
How Does HIMS's Valuation Compare to Its History? Metric Current Historical P/E (TTM) Not available 65.8x (5-Year Median) Forward P/E 372.7x N/A Currently, HIMS does not have an available P/E ratio (TTM), but its forward P/E stands at an extremely high 372.7x, compared to its historical median of 65.8x. This suggests that the stock may be trading at a premium compared to its past valuations. This P/E analysis aligns with the GF Value™ verdict of being undervalued, as the market may be pricing in future growth that might not yet be realized.
What Does HIMS's GF Score™ Tell Us? Metric Rating GF Score™ 81/100 Financial Strength 5/10 Profitability 4/10 Growth 10/10 Valuation 9/10 Momentum 5/10 The GF Score™ of 81/100 indicates a strong overall potential for Hims & Hers Health Inc. The highest rating is in Growth (10/10), showcasing the company's ability to expand and innovate. However, the weakest area lies in Profitability (4/10), suggesting that while the company is growing, it may not be converting that growth into profits effectively. Financial Strength is also moderate (5/10), indicating stability but with room for improvement.
What Are Insiders Doing with HIMS Stock? In the past three months, insider transactions revealed that insiders bought $1.2 million worth of stock while selling $4.4 million. This net selling of $3.2 million could suggest that insiders are cautious about the company's near-term performance or are taking profits after recent price increases. While insider buying typically signals confidence in the company's future, the selling could indicate differing views on its short-term prospects.
What This Means for Investors Based on the GF Value™ analysis, Hims & Hers Health Inc HIMS is currently undervalued, presenting a potential opportunity for investors willing to accept the associated risks of volatility and insider selling activity. However, the company's moderate profitability and financial strength scores warrant careful consideration before making any investment decisions.
For the complete analysis, visit the Hims & Hers Health Inc HIMS stock page. You can also explore the GF Value™ page for detailed valuation methodology, or use the GuruFocus Stock Screener to find similar opportunities.
Frequently Asked Questions What is HIMS's GF Score™?
The GF Score™ for Hims & Hers Health Inc is 81/100, indicating a strong overall performance based on key financial metrics.
Is HIMS overvalued or undervalued?
Hims & Hers Health Inc is currently undervalued, with the stock price of $33.54 being 13.0% below the GF Value™ of $38.53.
What is HIMS's P/E ratio?
Hims & Hers does not have a current P/E ratio available, but its forward P/E is 372.7x, significantly higher than its 5-year median of 65.8x, indicating a potentially inflated valuation.
This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].
In the latest close session, Hims & Hers Health, Inc. (HIMS - Free Report) was down 1.73% at $32.96. The stock's performance was behind the S&P 500's daily loss of 1.44%. On the other hand, the Dow registered a loss of 0.09%, and the technology-centric Nasdaq decreased by 2.22%.
The company's shares have seen an increase of 41.22% over the last month, surpassing the Medical sector's gain of 0.57% and the S&P 500's gain of 0.08%.
Market participants will be closely following the financial results of Hims & Hers Health, Inc. in its upcoming release. The company's upcoming EPS is projected at -$0.06, signifying a 135.29% drop compared to the same quarter of the previous year. Our most recent consensus estimate is calling for quarterly revenue of $689.49 million, up 26.55% from the year-ago period.
For the entire fiscal year, the Zacks Consensus Estimates are projecting earnings of -$0.23 per share and a revenue of $2.9 billion, representing changes of -143.4% and +23.72%, respectively, from the prior year.
Investors should also note any recent changes to analyst estimates for Hims & Hers Health, Inc. These latest adjustments often mirror the shifting dynamics of short-term business patterns. With this in mind, we can consider positive estimate revisions a sign of optimism about the business outlook.
Our research demonstrates that these adjustments in estimates directly associate with imminent stock price performance. To exploit this, we've formed the Zacks Rank, a quantitative model that includes these estimate changes and presents a viable rating system.
Ranging from #1 (Strong Buy) to #5 (Strong Sell), the Zacks Rank system has a proven, outside-audited track record of outperformance, with #1 stocks returning an average of +25% annually since 1988. Over the last 30 days, the Zacks Consensus EPS estimate has witnessed an unchanged state. Right now, Hims & Hers Health, Inc. possesses a Zacks Rank of #5 (Strong Sell).
With respect to valuation, Hims & Hers Health, Inc. is currently being traded at a Forward P/E ratio of 638.86. This expresses a premium compared to the average Forward P/E of 23.62 of its industry.
Investors should also note that HIMS has a PEG ratio of 47.94 right now. This metric is used similarly to the famous P/E ratio, but the PEG ratio also takes into account the stock's expected earnings growth rate. By the end of yesterday's trading, the Medical Info Systems industry had an average PEG ratio of 1.88.
The Medical Info Systems industry is part of the Medical sector. This group has a Zacks Industry Rank of 160, putting it in the bottom 35% of all 250+ industries.
The Zacks Industry Rank evaluates the power of our distinct industry groups by determining the average Zacks Rank of the individual stocks forming the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Be sure to follow all of these stock-moving metrics, and many more, on Zacks.com.
The Novo Nordisk partnership transformed Hims & Hers Health, Inc. from a fringe obesity player into an official healthcare ecosystem participant. Short interest remains elevated near 30%-32% of the HIMS float, leaving roughly 63 million shares vulnerable to further covering. HIMS management targets at least $6.5 billion in revenue and $1.3 billion in adjusted EBITDA by 2030 through platform expansion.
Hims & Hers Health, Inc. (HIMS - Free Report) closed at $31.89 in the latest trading session, marking a +1.33% move from the prior day. This change outpaced the S&P 500's 1.22% loss on the day. On the other hand, the Dow registered a loss of 0.98%, and the technology-centric Nasdaq decreased by 1.35%.
Shares of the company witnessed a gain of 40.24% over the previous month, beating the performance of the Medical sector with its gain of 4.11%, and the S&P 500's gain of 1.56%.
Analysts and investors alike will be keeping a close eye on the performance of Hims & Hers Health, Inc. in its upcoming earnings disclosure. The company's earnings per share (EPS) are projected to be -$0.08, reflecting a 147.06% decrease from the same quarter last year. At the same time, our most recent consensus estimate is projecting a revenue of $689.29 million, reflecting a 26.52% rise from the equivalent quarter last year.
For the entire fiscal year, the Zacks Consensus Estimates are projecting earnings of -$0.09 per share and a revenue of $2.91 billion, representing changes of -116.98% and +23.78%, respectively, from the prior year.
Investors should also pay attention to any latest changes in analyst estimates for Hims & Hers Health, Inc. These revisions help to show the ever-changing nature of near-term business trends. Consequently, upward revisions in estimates express analysts' positivity towards the business operations and its ability to generate profits.
Our research reveals that these estimate alterations are directly linked with the stock price performance in the near future. To capitalize on this, we've crafted the Zacks Rank, a unique model that incorporates these estimate changes and offers a practical rating system.
The Zacks Rank system, spanning from #1 (Strong Buy) to #5 (Strong Sell), boasts an impressive track record of outperformance, audited externally, with #1 ranked stocks yielding an average annual return of +25% since 1988. Over the past month, the Zacks Consensus EPS estimate has remained steady. Hims & Hers Health, Inc. is currently a Zacks Rank #5 (Strong Sell).
Valuation is also important, so investors should note that Hims & Hers Health, Inc. has a Forward P/E ratio of 786.75 right now. This indicates a premium in contrast to its industry's Forward P/E of 24.89.
We can also see that HIMS currently has a PEG ratio of 59.04. The PEG ratio bears resemblance to the frequently used P/E ratio, but this parameter also includes the company's expected earnings growth trajectory. Medical Info Systems stocks are, on average, holding a PEG ratio of 1.93 based on yesterday's closing prices.
The Medical Info Systems industry is part of the Medical sector. This group has a Zacks Industry Rank of 157, putting it in the bottom 36% of all 250+ industries.
The Zacks Industry Rank evaluates the power of our distinct industry groups by determining the average Zacks Rank of the individual stocks forming the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Make sure to utilize Zacks.com to follow all of these stock-moving metrics, and more, in the coming trading sessions.
Hims & Hers remains attractive at $33, supported by renewed Novo Nordisk partnership and unique access to patient demand. Despite weak Q1 2026 results—4% revenue growth, declining margins, and a net loss—international expansion and diversified categories are strengthening the long-term outlook. Management targets $6.5B+ revenue and $1.3B+ adjusted EBITDA by 2030, with valuation justified if retention and cross-sell improve.
Hims & Hers Health stock is among today’s top performers. What’s behind HIMS gains? Barclays Expects Renewed Strength In GLP‑1 SegmentBarclays highlighted several demand signals. Website traffic rose 12% year-over-year in April and 35% year-over-year in May. Barclaycard data showed a 16% month-over-month increase in transactions during May, while total spending climbed 14% month-over-month.
HIMS Stock: Key Levels And Momentum IndicatorsHims & Hers continues to trade well above its short term trend markers. The stock sits about 30% above the 20 day simple moving average at $27.08 and roughly 34% above the 50 day simple moving average at $26.32. It also trades about 5% above the 200 day simple moving average at $33.39, a level many longer term traders view as an important dividing line for trend direction.
Momentum signals remain constructive. MACD is positioned above its signal line and the histogram is positive, which reflects strengthening buying pressure compared with the prior pullback. When MACD holds above the signal line, it often indicates that buyers are gaining control while selling pressure fades.
The broader backdrop is still uneven. The stock is recovering from a difficult twelve-month stretch where it fell 42.39%, and it continues to trade under the influence of the death cross that appeared in December 2025 when the 50-day average slipped below the 200-day average. This type of setup often produces sharp rallies that can run into resistance quickly as overhead supply reappears near earlier pivot zones.
Key Resistance: $36.50 — A nearby pivot zone where sellers have previously stepped in and where rallies may slow. Key Support: $33.00 — A short term floor near the 200 day region where dip buyers may attempt to stabilize the trend. HIMS Shares Are RisingHIMS Price Action: Hims & Hers shares were up 9.94% at $35.06 at the time of publication on Thursday, according to Benzinga Pro.
Image: Shutterstock
Market News and Data brought to you by Benzinga APIs
Hims & Hers Health stock is among today’s weakest performers. Why are HIMS shares down? What Is Hims & Hers’ Latest Catalyst?Hims & Hers last week named Anant Vinjamoori as chief medical officer, highlighting his longevity and preventive-care background and a medical leadership bench with more than 100 years of combined experience across weight loss, sexual health, hormone health, mental health, dermatology and primary care.
The message is that the company wants to broaden beyond episodic treatment into longer-duration customer relationships, where clinical credibility can support retention and expansion.
Despite that constructive headline, today's move is a reminder the stock is still in a longer-term "prove it" phase after a steep 12-month drawdown of 52%.
With 7 sectors advancing and an advance/decline ratio of 1.8, the broader market tone is more risk-on than risk-off, led by Energy (XLE) up 1.62% and Financials (XLF) up 1.15%. HIMS being down in that backdrop reads more like stock-specific profit-taking than a broad liquidation.
HIMS Technical Analysis: Key Levels To WatchFrom a trend standpoint, HIMS is still acting like a repair rally: it's trading above its 20-day SMA ($25.76), 50-day SMA ($25.49), and 100-day SMA ($23.52), but it remains 18.4% below its 200-day SMA ($33.66). That split often shows up when a stock is rebuilding a base but hasn't confirmed a full long-term reversal.
Momentum looks better than it did earlier in the year: MACD is above its signal line and the histogram is positive, which points to improving upside pressure versus the prior downswing. In plain English, MACD compares faster and slower trend measures, and being above the signal line usually means momentum is improving rather than fading.
The longer-term overhang is still the death cross from December 2025 (50-day SMA below the 200-day SMA), which is why bulls typically want to see follow-through that starts reclaiming longer-term averages.
– Key Resistance: $30.00 — a round-number area that can cap rebounds, and it sits near the 200-day EMA zone ($30.49) How Hims & Hers Health Operates in TelehealthHims & Hers, launched in 2017, is a telehealth platform that connects patients and healthcare providers to offer treatment options for specialties like erectile dysfunction, hair loss, skin care, mental health, and weight loss. Its offerings include generic, branded, and compounded prescription drugs as well as over-the-counter medicines, cosmetics, and supplements.
HIMS Stock Price Action: Current ActivityHIMS Stock Price Activity: Hims & Hers Health shares were down 5.44% at $27.31 at the time of publication on Friday, according to Benzinga Pro data.
Image: Shutterstock
Market News and Data brought to you by Benzinga APIs
SAN FRANCISCO--(BUSINESS WIRE)--Hims & Hers Health, Inc. (NYSE: HIMS), the leading health and wellness platform, today announced the expansion of Hims & Hers Benefits, adding eight new partners to the Hims & Hers exclusive program. Joining founding partners Prenuvo and Eight Sleep are Natural Cycles, MyFitnessPal, Ladder, PVOLVE Studios, HelloFresh, Factor, Flo Health, Dexcom, and iFIT - a carefully curated lineup spanning nutrition, fitness, women's health, metabolic monitoring, an.
Key Takeaways HIMS builds a unified virtual-care ecosystem spanning telehealth, prescriptions and wellness products.Hims & Hers leans on subscriptions and owned pharmacies, labs and manufacturing to boost speed and control.TDOC and LFMD are expanding integrated virtual-care platforms, adding AI support and prescription access. Hims & Hers Health, Inc. (HIMS - Free Report) continues to strengthen its position as a vertically integrated virtual-care platform by combining technology, provider networks, pharmacy infrastructure and recurring patient relationships into a unified healthcare ecosystem. Through its digital-first platform, the company enables consumers to access telehealth consultations, ongoing clinical support, prescription therapies and wellness products across a growing range of health categories. HIMS’ affiliated medical groups and healthcare providers deliver care through the platform, while integrated operational capabilities help support continuity of care and long-term patient engagement.
The company’s business model is increasingly centered on recurring relationships, with subscription-based offerings driving patient retention and providing ongoing access to treatments and provider support. Hims & Hers has also continued to expand its vertically integrated infrastructure, investing in wholly owned pharmacies, laboratory testing facilities and manufacturing capabilities to enhance fulfillment efficiency, quality control and speed to market.
Recent developments further highlight this strategy. In March, HIMS launched a membership program for its weight-loss offerings that provides eligible customers access to weight-loss medications and unlimited support from its provider network. The company is also pursuing international expansion, including its planned acquisition of Eucalyptus, a digital health platform operating across multiple international markets, to broaden access to personalized virtual care.
TDOC & LFMD Advancing Integrated Virtual Care PlatformsTeladoc Health, Inc. (TDOC - Free Report) operates a vertically integrated virtual-care platform that combines proprietary technology, a large provider network, chronic-care and mental-health services and long-term patient relationships to deliver coordinated healthcare at scale. Teladoc Health leverages its Prism care delivery platform and AI-powered Pulse intelligence engine to enhance care delivery, risk stratification and clinical workflows, while TDOC’s integrated model supports ongoing engagement across urgent, chronic and behavioral health needs. Recent initiatives include the enhanced 24/7 Care service launched in January and the recent expansion of Teladoc Health’s services through Walmart’s Better Care Services platform, further broadening access to virtual care and prescriptions.
LifeMD, Inc. (LFMD - Free Report) is a vertically integrated virtual-care company that combines a proprietary technology platform, a 50-state affiliated provider network, pharmacy infrastructure and AI-enabled operational systems to deliver longitudinal healthcare services and prescriptions at scale. LFMD generates the vast majority of its revenue from recurring subscriptions, supporting ongoing patient relationships across primary care, weight management, women’s health and behavioral health. It is increasingly embedding AI into clinical workflows and care delivery, while recent launches include Novo Nordisk’s Wegovy subscription program and Eli Lilly’s Foundayo oral GLP-1 offering through the LifeMD platform, further expanding access to ongoing, clinically supported treatment.
HIMS’ Price Performance, Valuation and EstimatesShares of Hims & Hers have lost 21.9% year to date compared with the industry’s decline of 20.5%.
Image Source: Zacks Investment Research
HIMS’ forward 12-month P/S of 1.8X is lower than the industry’s average of 3.4X and its five-year median of 2.6X. It has a Value Score of D.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for HIMS’ 2026 earnings per share suggests a 149.1% plunge compared with 2025.
Image Source: Zacks Investment Research
Hims & Hers currently carries a Zacks Rank #4 (Sell).
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Hims & Hers (HIMS +3.92%) is one of the most volatile stocks in the market.
*Stock prices used were the afternoon prices of May 28, 2026. The video was published on May 30, 2026.
Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Hims & Hers Health. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool.
SAN FRANCISCO--(BUSINESS WIRE)--Hims & Hers Health, Inc. (NYSE: HIMS) has completed its acquisition of Eucalyptus, advancing its position as the world's largest consumer health platform. Building on the earlier acquisitions of ZAVA and Livewell, Hims & Hers now has a leading presence across the US, UK, Australian, and Canadian markets, with a growing presence in France, Germany, Ireland, Spain, and Japan. Continuing to expand internationally will enable Hims & Hers to lead the next.
TORONTO--(BUSINESS WIRE)--Hims & Hers Health, Inc. today announced the completion of its acquisition of Eucalyptus, the parent company of Juniper, marking the latest in a series of significant company investments in Canada. Since launching in 2025, Hims & Hers has already changed the game in Canada, becoming the first platform to bring generic semaglutide to eligible Canadians. By combining Juniper's proven platform with the technology, data, and clinical infrastructure that has advance.
TOKYO--(BUSINESS WIRE)--Hims & Hers Health, Inc. has completed its acquisition of Eucalyptus, the parent company of Juniper, marking a significant milestone in the company's global growth and its formal entry into Japan. This milestone puts the full weight of Hims & Hers' technology, data, and clinical infrastructure behind a platform that supports weight management care for people in Japan, a market the company approaches with deep respect for its distinct healthcare values and the tru.
SYDNEY--(BUSINESS WIRE)--Hims & Hers Health, Inc. has completed its acquisition of Eucalyptus – the parent company of Juniper, Pilot, Kin, and Software – advancing its position as the world's largest consumer health platform and marking its official entry into Australia. This milestone puts the full weight of Hims & Hers' technology, data, and clinical infrastructure behind a platform that has already transformed how over half a million Australians have accessed care. Over a quarter of.
BERLIN--(BUSINESS WIRE)--Hims & Hers Health, Inc. has completed its acquisition of Eucalyptus, the parent company of Juniper, advancing its position as the world's largest consumer health platform. In Germany, the closing strengthens Juniper's comprehensive, clinically rigorous, weight management offering with the technology, data, and infrastructure of Hims & Hers behind it. Since launching in Germany in March 2023, Juniper has grown into a trusted partner for customers seeking evidenc.
Hims & Hers Completes Acquisition of Eucalyptus, Advancing its Position as the World's Largest Consumer Health Platform Hims & Hers Health, Inc. (NYSE: HIMS) has completed its acquisition of Eucalyptus, advancing its position as the world's largest consumer health platform. Building on the earlier acquisitions of ZAVA and Livewell, Hims & Hers now has a leading presence across the US, UK, Australian, and Canadian markets, with a growing presence in France, Germany, Ireland, Spain, and Japan. Continuing to expand internationally will enable Hims & Hers to lead the next era of digital health, delivering personal, affordable care to more people around the world. This global expansion reinforces the company’s confidence in its long-term targets of $6.5 billion in revenue and $1.3 billion in Adjusted EBITDA by 2030.
This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260602132728/en/
The acquisition extends the company's leadership position across Australia, Canada, Germany, Japan, and the United Kingdom, with the scale to redefine healthcare for hundreds of millions of people
Hims & Hers can now reach hundreds of millions of people across four continents, bringing more data points into the company's closed-loop ecosystem and expanding the network effects of the platform globally. With this scale, data, and local clinical expertise, the company can deliver access to care that is both deeply personal and clinically rigorous, while maintaining consistent quality worldwide. By pairing personalized treatment with high-touch support, Hims & Hers helps customers stick to their treatment plans longer and achieve better outcomes than with medication alone, making the company a critical partner for healthcare innovators looking to bring new treatments and services to customers around the world.
"The future of health isn’t inside of a doctor’s office. It will be integrated into the rhythm of your daily life, anticipating issues before you even see them, and adapting with you,” said Andrew Dudum, co-founder and CEO of Hims & Hers. "Welcoming the Eucalyptus team into Hims & Hers gives us the foundation to become an everyday health companion to people all over the world and a partner to other healthcare innovators who want to build long-term relationships with consumers."
Eucalyptus brings deep regional presence and a customer-first digital experience that has served more than 850,0001 customers to date, alongside a proven ability to launch and scale in new markets with clinical rigor and local regulatory expertise. Combined with Hims & Hers' platform, technology infrastructure, and growing portfolio of specialties, these capabilities position the company to deliver care that reflects the needs, regulations, and expectations of each market, while raising the bar for what consumer healthcare can look like globally.
"Building Eucalyptus has shown us that the best healthcare is local in its understanding and global in its ambition," said Tim Doyle, Senior Vice President of International at Hims & Hers and former CEO of Eucalyptus. "Joining Hims & Hers gives our teams in Australia, Canada, Germany, Japan, and the United Kingdom the ability to deepen what we've built for our customers, and to bring that experience to many more people in the years ahead."
The transaction closed pursuant to the terms of the definitive agreement.
1 As of May 2026. Customer defined as a user having purchased a program through a Eucalyptus brand.
About Hims & Hers Health, Inc.
Hims & Hers is the leading health and wellness platform on a mission to help the world feel great through the power of better health. We believe how you feel in your body and mind transforms how you show up in life. That’s why we’re building a future where nothing stands in the way of harnessing this power. Hims & Hers normalizes health & wellness challenges—and innovates on their solutions—to make feeling happy and healthy easy to achieve. No two people are the same, so the company provides access to personalized care designed for results. For more information, please visit www.hims.com and www.forhers.com.
Certain statements contained herein are forward-looking statements within the meaning of Section 27A of the Securities Act and Section 21E of the Exchange Act. These forward-looking statements can be identified by the use of forward-looking terminology, including the words "believes," "estimates," "anticipates," "expects," "intends," "plans," "assume," "may," "will," "likely," "potential," "projects," "predicts," "continue," "goal," "strategy," "future," "forecast," "target," "outlook," "opportunity," "project," "confidence," "foundation," "groundwork," or "should," or, in each case, their negative or other variations or comparable terminology. There can be no assurance that actual results will not materially differ from expectations. Such statements include, but are not limited to, statements regarding the integration of the Eucalyptus business, the international expansion plans of Hims & Hers Health, Inc. (the “Company”), the anticipated impact of the acquisition on the Company's platform capabilities, customer reach, and global network effects, and the Company's long-term financial targets. Forward-looking statements are neither historical facts nor assurances of future performance. Instead, the forward-looking statements contained herein are based on the current expectations, assumptions and beliefs of the Company. These forward-looking statements involve a number of risks, uncertainties (some of which are beyond the Company's control) and other assumptions that may cause actual results or performance to be materially different from those expressed or implied by these forward-looking statements. These risks and uncertainties include, but are not limited to: (i) risks related to the integration of the Eucalyptus business, including the ability to successfully combine operations, retain key personnel, and realize the anticipated strategic and financial benefits of the acquisition; (ii) risks related to the Company's international expansion, including challenges in managing operations across multiple jurisdictions and the ability to launch and scale in new markets; (iii) regulatory, compliance, and legal risks in the jurisdictions where the Company operates or plans to operate, including evolving healthcare, consumer protection, and data privacy regulatory frameworks; (iv) risks related to customer adoption and retention across new and existing markets; (v) the Company's ability to achieve its long-term financial targets, which depend on a number of factors including continued growth of the Company's subscriber base, successful integration and expansion of international operations, and broader macroeconomic conditions; and (vi) risks related to the Company's liquidity and capital allocation, including unanticipated demands on cash resources or changes in operating performance, as well as those factors described in the Risk Factors and other sections of the Company's most recently filed Quarterly Report on Form 10-Q, the Company's most recently filed Annual Report on Form 10-K, and other current and periodic reports the Company files from time to time with the Securities and Exchange Commission.
Should one or more of these risks or uncertainties materialize, or should any of the Company's assumptions prove incorrect, actual results may vary in material respects from those projected in these forward-looking statements. By their nature, forward-looking statements involve risks and uncertainties because they relate to events and depend on circumstances that may or may not occur in the future. The Company undertakes no obligation (and expressly disclaims any obligation) to update or revise any forward-looking statements, or to update the reasons actual results could differ materially from those anticipated in the forward-looking statements, whether as a result of new information, future events or otherwise, except as may be required under applicable securities laws.
View source version on businesswire.com: https://www.businesswire.com/news/home/20260602132728/en/
Hims & Hers Health Inc. (HIMS, Financials) completed its acquisition of Eucalyptus, giving the telehealth company a larger international footprint in Australia, Canada and Japan.
Eucalyptus owns several digital health brands, including Juniper, Pilot, Kin and Software. The deal gives Hims & Hers an established platform in those markets instead of forcing the company to build from the ground up.
The transaction calls for Hims & Hers to pay about $240 million in cash. For a company still focused on expanding its customer base, the acquisition adds both reach and local operating experience.
The move also comes as telehealth companies look for growth beyond the U.S. market. Hims & Hers has built its business around direct-to-consumer health services, and Eucalyptus gives it access to customers already using online care platforms.
For investors, the key issue is execution. International expansion can bring new revenue opportunities, but it also adds integration work, regulatory complexity and marketing costs.
SAN FRANCISCO--(BUSINESS WIRE)--Hims & Hers Health, Inc. (NYSE: HIMS), the leading health and wellness platform, today announced Dr. Anant Vinjamoori is joining as the Chief Medical Officer of the Hims brand. As the company reimagines how everyone can access proactive, comprehensive care that helps them feel great, Dr. Vinjamoori will provide the clinical guidance that shapes the next phase of the Hims brand across sexual health, hormone health, dermatology, weight loss, and mental health,.
Hims & Hers Health, Inc. (NYSE: HIMS), the leading health and wellness platform, today announced Dr. Anant Vinjamoori is joining as the Chief Medical Officer of the Hims brand. As the company reimagines how everyone can access proactive, comprehensive care that helps them feel great, Dr. Vinjamoori will provide the clinical guidance that shapes the next phase of the Hims brand across sexual health, hormone health, dermatology, weight loss, and mental health, as well as emerging categories like longevity medicine and peptide therapy. He joins a team of medical experts at Hims & Hers led by Global Chief Medical Officer, Dr. Pat Carroll.
This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260604732825/en/
An expert in longevity medicine and preventive healthcare, Vinjamoori joins Hims & Hers to help more men feel great at every stage of life
Dr. Vinjamoori has more than a decade of clinical and executive experience in internal medicine, primary care, and longevity. He has led both product and medical teams at prominent health technology companies, including Virta Health and Modern Age. He is a leading expert in preventive and longevity care, combining deep clinical experience with command of the latest diagnostic and therapeutic technologies—from advanced diagnostic testing to targeted therapies such as peptides—to support recovery, cognition, sleep, and body composition. As the founder of Next Generation Medicine, he provides best-in-class medical education and AI technology to help clinicians learn, implement, and scale evidence-based, clinically rigorous longevity medicine in their practices. Dr. Vinjamoori has also served as an advisor to consumer wellness companies like Superpower and Midi Health. He is the author of several peer-reviewed publications, and he received his MD from Harvard Medical School and his MBA from Harvard Business School.
“Men are increasingly seeking care that goes beyond reactive treatment – they want to feel their best at every age, and they are paying close attention to the science that makes that possible,” said Dr. Anant Vinjamoori. “This is the right time to increase access to high-quality, science-driven care that helps men feel like the best versions of themselves. Hims has the scale, consumer trust, and vision to do it right. I can’t wait to get started.”
“As medicine advances, we have a responsibility to bring our customers the latest innovations in treatments, services, and research,” said Dr. Pat Carroll, Global Chief Medical Officer of Hims & Hers. “Dr. Vinjamoori has been at the leading edge of helping people feel great at every stage of life, and he brings the perfect combination of clinical expertise and dedication to consumer access to Hims & Hers. I’m excited to see the deep impact he will have on our Hims customers.”
The team of medical leaders at Hims & Hers has more than 100 years of combined experience across weight loss, sexual health, hormone health, mental health, dermatology, and primary care. These physicians are the clinical backbone of the company, providing critical medical expertise that ensures the care available through Hims & Hers is rooted in the latest research and clinical guidelines.
About Hims & Hers Health, Inc.
Hims & Hers is the leading health and wellness platform on a mission to help the world feel great through the power of better health. We believe how you feel in your body and mind transforms how you show up in life. That’s why we’re building a future where nothing stands in the way of harnessing this power. Hims & Hers normalizes health & wellness challenges—and innovates on their solutions—to make feeling happy and healthy easy to achieve. No two people are the same, so the company provides access to personalized care designed for results. For more information, please visit www.hims.com and www.forhers.com.
View source version on businesswire.com: https://www.businesswire.com/news/home/20260604732825/en/
Hims & Hers Health (HIMS +3.92%) is trying to turn GLP-1 demand, subscriber growth, and international expansion into a much larger healthcare platform. The stock has dropped sharply, margins are under pressure, and valuation still looks demanding, but the long-term upside could become more compelling if Hims proves it can cross-sell into higher-margin care categories.
Stock prices used were the market prices of May 28, 2026. The video was published on June 4, 2026.
Rick Orford has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Hims & Hers Health. The Motley Fool has a disclosure policy. Rick Orford is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link, they will earn some extra money that supports their channel. Their opinions remain their own and are unaffected by The Motley Fool.
Hims & Hers Health, Inc. (HIMS - Free Report) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.
Over the past month, shares of this company have returned -7.4%, compared to the Zacks S&P 500 composite's +1.9% change. During this period, the Zacks Medical Info Systems industry, which Hims & Hers Health falls in, has lost 0.4%. The key question now is: What could be the stock's future direction?
Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision.
Revisions to Earnings EstimatesHere at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock.
We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up. A higher fair value than the current market price drives investors' interest in buying the stock, leading to its price moving higher. This is why empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
Hims & Hers Health is expected to post a loss of $0.02 per share for the current quarter, representing a year-over-year change of -111.8%. Over the last 30 days, the Zacks Consensus Estimate has changed -125.7%.
The consensus earnings estimate of -$0.26 for the current fiscal year indicates a year-over-year change of -149.1%. This estimate has changed -92.4% over the last 30 days.
For the next fiscal year, the consensus earnings estimate of $0.49 indicates a change of +289.5% from what Hims & Hers Health is expected to report a year ago. Over the past month, the estimate has changed -30.2%.
With an impressive externally audited track record, our proprietary stock rating tool -- the Zacks Rank -- is a more conclusive indicator of a stock's near-term price performance, as it effectively harnesses the power of earnings estimate revisions. The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #4 (Sell) for Hims & Hers Health.
The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:
12 Month EPS
Revenue Growth ForecastEven though a company's earnings growth is arguably the best indicator of its financial health, nothing much happens if it cannot raise its revenues. It's almost impossible for a company to grow its earnings without growing its revenue for long periods. Therefore, knowing a company's potential revenue growth is crucial.
For Hims & Hers Health, the consensus sales estimate for the current quarter of $689.29 million indicates a year-over-year change of +26.5%. For the current and next fiscal years, $2.91 billion and $3.37 billion estimates indicate +23.8% and +16% changes, respectively.
Last Reported Results and Surprise HistoryHims & Hers Health reported revenues of $608.1 million in the last reported quarter, representing a year-over-year change of +3.8%. EPS of -$0.18 for the same period compares with $0.2 a year ago.
Compared to the Zacks Consensus Estimate of $619.62 million, the reported revenues represent a surprise of -1.86%. The EPS surprise was -550%.
Over the last four quarters, the company surpassed EPS estimates just once. The company topped consensus revenue estimates just once over this period.
ValuationWithout considering a stock's valuation, no investment decision can be efficient. In predicting a stock's future price performance, it's crucial to determine whether its current price correctly reflects the intrinsic value of the underlying business and the company's growth prospects.
Comparing the current value of a company's valuation multiples, such as its price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), to its own historical values helps ascertain whether its stock is fairly valued, overvalued, or undervalued, whereas comparing the company relative to its peers on these parameters gives a good sense of how reasonable its stock price is.
As part of the Zacks Style Scores system, the Zacks Value Style Score (which evaluates both traditional and unconventional valuation metrics) organizes stocks into five groups ranging from A to F (A is better than B; B is better than C; and so on), making it helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.
Hims & Hers Health is graded D on this front, indicating that it is trading at a premium to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.
Bottom LineThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Hims & Hers Health. However, its Zacks Rank #4 does suggest that it may underperform the broader market in the near term.
On June 08, 2026, Hims & Hers Health Inc HIMS shares rose 3.7% today to a current price of $27.17. The stock has traded within a 52-week range of $13.74 to $70.43, illustrating a significant decline from its recent highs.
GF Value™ verdict: Current price is $27.17 versus GF Value™ of $37.93, indicating a 28.4% upside.GF Score™ of 81/100, suggesting a strong overall performance.Notable signal: Insiders sold $5.5M worth of shares while buying $1.2M in the last three months. Is HIMS Overvalued or Undervalued? The current price of Hims & Hers Health Inc at $27.17 presents a significant margin of safety when compared to its GF Value™ of $37.93, which indicates that the stock is undervalued by approximately 28.4%. This undervaluation suggests a potential investment opportunity, although caution is warranted given the company's financial performance and recent insider selling activity. The GF Valuation label categorizes HIMS as "Modestly Undervalued," which reinforces the notion that while there is upside potential, investors should be aware of underlying risks that might affect stock performance.
GF Value™ is GuruFocus' proprietary measure of intrinsic value, calculated from historical trading multiples, past business growth, and future performance estimates. The significant gap between the current price and GF Value™ indicates that the market may not fully recognize the growth potential of Hims & Hers Health Inc. However, the recent trends in stock performance and insider activity could signal caution.
How Does HIMS's Valuation Compare to Its History? Metric Current Historical P/E (TTM) 168.8x 65.8x Currently, HIMS trades at a forward P/E of 168.8x, significantly higher than its 5-year median P/E of 65.8x. This elevated P/E ratio signals that the stock is trading far above its historical valuation levels. This analysis agrees with the GF Value™ verdict, suggesting that while the stock may be undervalued on a fundamental basis, the high forward P/E indicates that the market may be pricing in high growth expectations that could be difficult to achieve.
What Does HIMS's GF Score™ Tell Us? Metric Rating GF Score™ 81/100 Financial Strength 5/10 Profitability 4/10 Growth 10/10 Valuation 8/10 Momentum 5/10 The GF Score™ of 81/100 indicates a strong overall performance, particularly in terms of growth, which is rated at 10/10. However, the weaker areas include profitability and financial strength, both rated at 4/10 and 5/10, respectively. This divergence suggests that while Hims & Hers is poised for significant growth, it may face challenges in maintaining profitability and financial stability in the near term.
What Are Insiders Doing with HIMS Stock? In the last three months, insider activity for Hims & Hers Health Inc has shown a mixed sentiment. Insiders bought $1.2 million worth of shares, but they also sold $5.5 million worth of shares during the same period. This pattern of selling could indicate a lack of confidence among insiders about the company's short-term prospects, despite their own purchases. Such dynamics often raise flags for potential investors, suggesting that while there may be optimism regarding the company's growth, insiders may be taking profits.
What This Means for Investors Based on the GF Value™ assessment, Hims & Hers Health Inc is considered undervalued at the current price of $27.17. However, the high forward P/E ratio and mixed insider activity should prompt investors to proceed with caution. The company's significant growth potential is promising, but the challenges in profitability and financial strength are worth considering before making any investment decisions.
For the complete analysis, visit the Hims & Hers Health Inc HIMS stock page. You can also explore the GF Value™ page for detailed valuation methodology, or use the GuruFocus Stock Screener to find similar opportunities.
Frequently Asked Questions What is HIMS's GF Score™?
HIMS has a GF Score™ of 81/100, indicating a strong overall performance with potential for higher long-term returns.
Is HIMS overvalued or undervalued?
HIMS is currently considered undervalued based on its GF Value™ of $37.93 compared to its current price of $27.17.
What is HIMS's P/E ratio?
HIMS has a forward P/E ratio of 168.8x, which is significantly above its 5-year median P/E of 65.8x, indicating that the stock is trading at a higher valuation level than it has historically.
This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].
A month has gone by since the last earnings report for Hims & Hers Health, Inc. (HIMS - Free Report) . Shares have added about 15.8% in that time frame, outperforming the S&P 500.
Will the recent positive trend continue leading up to its next earnings release, or is Hims & Hers Health due for a pullback? Well, first let's take a quick look at the latest earnings report in order to get a better handle on the recent catalysts for Hims & Hers Health, Inc. before we dive into how investors and analysts have reacted as of late.
Hims & Hers Post Q1 Earnings Miss, Gross Margin DownHims & Hers Health reported quarterly adjusted loss per share of 18 cents in first-quarter 2026, against the year-ago period’s adjusted earnings per share (EPS) of 20 cents and the Zacks Consensus Estimate of EPS of 4 cents.
HIMS’ Revenues in DetailHims & Hers registered revenues of $608.1 million in the first quarter, up 3.8% year over year. However, the figure lagged the Zacks Consensus Estimate by 1.9%.
Solid revenues from the Rest of the World segment drove the top line.
Hims & Hers’ Geographical ResultsIn the first quarter of 2026, revenues in the United States declined 8.4% year over year to $529.9 million.
Rest of the World revenues grossed $78.2 million, up from the year-ago quarter’s $7.3 million.
During the reported quarter, subscribers were 2.6 million, up 9.2% year over year.
Monthly online revenue per average subscriber decreased 5.9% year over year to $80 in the first quarter. Per management, the decrease was primarily due to the shift to shorter shipping cadences for certain of HIMS’ offerings.
HIMS’ Margin AnalysisIn the first quarter of 2026, Hims & Hers’ gross profit decreased 7.9% year over year to $396.8 million. The gross margin contracted 825 basis points (bps) to 65.2%.
Marketing expenses decreased 3.9% year over year to $222 million, while technology and development expenses jumped 56.9% year over year to $46.9 million. General and administrative expenses surged 125.6% year over year to $109.7 million, while operations and support expenses increased 53.1% year over year to $96.5 million. Operating expenses of $475.1 million increased 27.4% year over year.
Operating loss totaled $78.3 million against the year-ago quarter’s operating profit of $57.9 million.
Hims & Hers’ Financial PositionHims & Hers exited first-quarter 2026 with cash and cash equivalents and short-term investments of $750.9 million compared with $577.5 million at the end of 2025.
Net cash provided by operating activities at the end of first-quarter 2026 was $89.4 million compared with $109.1 million a year ago.
HIMS’ OutlookHims & Hers has provided its revenue outlook for the second quarter and raised the same for 2026.
The company projects revenues for the second quarter of 2026 in the range of $680 million to $700 million, reflecting an uptick of 25%-28% year over year.
For the full year, HIMS now projects revenues in the range of $2.8 billion to $3 billion (representing growth of 19%-28% from 2025 levels), up from the prior outlook of $2.7 billion to $2.9 billion (representing growth of 15%-24% from 2025 levels).
How Have Estimates Been Moving Since Then?In the past month, investors have witnessed a downward trend in estimates review.
The consensus estimate has shifted -125.7% due to these changes.
VGM ScoresCurrently, Hims & Hers Health has a great Growth Score of A, though it is lagging a lot on the Momentum Score front with an F. Following the exact same course, the stock has a grade of F on the value side, putting it in the fifth quintile for this investment strategy.
Overall, the stock has an aggregate VGM Score of D. If you aren't focused on one strategy, this score is the one you should be interested in.
OutlookEstimates have been broadly trending downward for the stock, and the magnitude of these revisions indicates a downward shift. It's no surprise Hims & Hers Health has a Zacks Rank #5 (Strong Sell). We expect a below average return from the stock in the next few months.
Performance of an Industry PlayerHims & Hers Health belongs to the Zacks Medical Info Systems industry. Another stock from the same industry, 10x Genomics (TXG - Free Report) , has gained 46.2% over the past month. More than a month has passed since the company reported results for the quarter ended March 2026.
10x Genomics reported revenues of $150.84 million in the last reported quarter, representing a year-over-year change of -2.6%. EPS of -$0.10 for the same period compares with -$0.36 a year ago.
For the current quarter, 10x Genomics is expected to post a loss of $0.23 per share, indicating a change of -182.1% from the year-ago quarter. The Zacks Consensus Estimate has changed -6.5% over the last 30 days.
The overall direction and magnitude of estimate revisions translate into a Zacks Rank #3 (Hold) for 10x Genomics. Also, the stock has a VGM Score of B.
Investors interested in Medical Info Systems stocks are likely familiar with Omnicell (OMCL - Free Report) and Hims & Hers Health, Inc. (HIMS - Free Report) . But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out.
We have found that the best way to discover great value opportunities is to pair a strong Zacks Rank with a great grade in the Value category of our Style Scores system. The proven Zacks Rank emphasizes companies with positive estimate revision trends, and our Style Scores highlight stocks with specific traits.
Omnicell and Hims & Hers Health, Inc. are sporting Zacks Ranks of #1 (Strong Buy) and #5 (Strong Sell), respectively, right now. The Zacks Rank favors stocks that have recently seen positive revisions to their earnings estimates, so investors should rest assured that OMCL has an improving earnings outlook. But this is only part of the picture for value investors.
Value investors also tend to look at a number of traditional, tried-and-true figures to help them find stocks that they believe are undervalued at their current share price levels.
Our Value category grades stocks based on a number of key metrics, including the tried-and-true P/E ratio, the P/S ratio, earnings yield, and cash flow per share, as well as a variety of other fundamentals that value investors frequently use.
OMCL currently has a forward P/E ratio of 20.62, while HIMS has a forward P/E of 724.50. We also note that OMCL has a PEG ratio of 0.70. This popular metric is similar to the widely-known P/E ratio, with the difference being that the PEG ratio also takes into account the company's expected earnings growth rate. HIMS currently has a PEG ratio of 54.37.
Another notable valuation metric for OMCL is its P/B ratio of 1.47. The P/B is a method of comparing a stock's market value to its book value, which is defined as total assets minus total liabilities. By comparison, HIMS has a P/B of 14.98.
Based on these metrics and many more, OMCL holds a Value grade of B, while HIMS has a Value grade of F.
OMCL stands above HIMS thanks to its solid earnings outlook, and based on these valuation figures, we also feel that OMCL is the superior value option right now.
Hims & Hers Health, Inc. (HIMS - Free Report) closed the most recent trading day at $27.71, moving -4.38% from the previous trading session. This change lagged the S&P 500's 1.62% loss on the day. Meanwhile, the Dow experienced a drop of 1.87%, and the technology-dominated Nasdaq saw a decrease of 1.98%.
The company's stock has climbed by 15.78% in the past month, exceeding the Medical sector's gain of 5.04% and the S&P 500's loss of 0.03%.
The investment community will be closely monitoring the performance of Hims & Hers Health, Inc. in its forthcoming earnings report. It is anticipated that the company will report an EPS of -$0.02, marking a 111.76% fall compared to the same quarter of the previous year. Meanwhile, the latest consensus estimate predicts the revenue to be $689.29 million, indicating a 26.52% increase compared to the same quarter of the previous year.
Looking at the full year, the Zacks Consensus Estimates suggest analysts are expecting earnings of -$0.26 per share and revenue of $2.91 billion. These totals would mark changes of -149.06% and +23.78%, respectively, from last year.
It is also important to note the recent changes to analyst estimates for Hims & Hers Health, Inc. These latest adjustments often mirror the shifting dynamics of short-term business patterns. Hence, positive alterations in estimates signify analyst optimism regarding the business and profitability.
Our research suggests that these changes in estimates have a direct relationship with upcoming stock price performance. Investors can capitalize on this by using the Zacks Rank. This model considers these estimate changes and provides a simple, actionable rating system.
Ranging from #1 (Strong Buy) to #5 (Strong Sell), the Zacks Rank system has a proven, outside-audited track record of outperformance, with #1 stocks returning an average of +25% annually since 1988. The Zacks Consensus EPS estimate has moved 92.39% lower within the past month. Currently, Hims & Hers Health, Inc. is carrying a Zacks Rank of #5 (Strong Sell).
Digging into valuation, Hims & Hers Health, Inc. currently has a Forward P/E ratio of 724.5. This expresses a premium compared to the average Forward P/E of 25.06 of its industry.
We can additionally observe that HIMS currently boasts a PEG ratio of 54.37. Comparable to the widely accepted P/E ratio, the PEG ratio also accounts for the company's projected earnings growth. Medical Info Systems stocks are, on average, holding a PEG ratio of 1.6 based on yesterday's closing prices.
The Medical Info Systems industry is part of the Medical sector. Currently, this industry holds a Zacks Industry Rank of 159, positioning it in the bottom 35% of all 250+ industries.
The Zacks Industry Rank evaluates the power of our distinct industry groups by determining the average Zacks Rank of the individual stocks forming the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Ensure to harness Zacks.com to stay updated with all these stock-shifting metrics, among others, in the next trading sessions.
Scott Galloway and Ed Elson laid out the math on Prof G Markets and it should make every fast food shareholder uneasy: roughly 30 million Americans, about 1 in 8 US adults, are now on GLP-1s, and the drugs are reducing fast food’s addressable market by an estimated 27-30%. This is structural, not cyclical: appetite, the literal raw material of the drive-thru economy, is being chemically suppressed at scale. Below are five US-listed stocks positioned on the winning side of that trade, ranked so the most surprising name leads and the punchline lands at #5.
1. Amazon (NASDAQ: AMZN): The Pharmacy Nobody Is Pricing In The GLP-1 trade is as much about who puts the pen in the patient’s hand on a Tuesday afternoon as it is about who makes the molecule. Amazon (NASDAQ:AMZN | AMZN Price Prediction) quietly turned itself into the most frictionless GLP-1 fulfillment channel in the country while everyone was busy debating AWS multiples. Amazon Pharmacy is expanding Same-Day delivery to nearly 4,500 US cities and towns by year-end, and the company just launched a 24/7 AI-powered personal health agent inside its main app. Whole Foods is in the same portfolio. So is Prime. The flywheel is already built; GLP-1 just gives it another lane.
The Q1 numbers say the underlying engine is accelerating, not slowing. Revenue hit $181.52B, AWS grew 28%, its fastest in 15 quarters, and CEO Andy Jassy said “unit growth in our Stores reached 15% (the highest since the tail end of covid lockdowns)”. Shares are up only 3% year to date and just 9% over the past year, which means the pharmacy optionality is essentially free.
Amazon is the surprise leadoff. The obvious heavyweight comes next, and its quarterly print is genuinely difficult to argue with.
2. Eli Lilly (NYSE: LLY): The Category King, Now With a Pill If GLP-1s are the new cigarettes (only in reverse, shrinking demand for everything calorically adjacent), then Eli Lilly (NYSE:LLY) is Philip Morris circa 1955. Mounjaro and Zepbound are the dominant injectables, and the FDA just approved Foundayo (orforglipron), the only approved GLP-1 pill that can be taken any time of day, without food and water restrictions. Pills travel better than pens. Pills scale internationally. Pills crush stigma. This is the catalyst that opens the back half of the decade.
Q1 FY26 was a statement quarter. Revenue came in at $19.80 billion, up 55.5% YoY, with EPS of $8.55 beating the $6.79 consensus. Inside the headline number, Mounjaro printed $8.66 billion (+125% YoY) and Zepbound printed $4.16 billion (+80% YoY). CEO David Ricks said “Foundayo will meaningfully expand the number of people who can benefit from GLP-1s.”
Reddit caught on late. LLY sentiment surged from neutral (52) in mid-May to very bullish (82-88) by early June. Shares are up 42% over the past year. Next earnings: August 3, 2026. There is one other GLP-1 incumbent, and its stock chart looks like the opposite of Lilly’s.
3. Novo Nordisk (NYSE: NVO): The Bombed-Out Pioneer The original GLP-1 pioneer has been left for dead by the market. Novo Nordisk (NYSE:NVO) is down 44% over the past year while Lilly ripped higher. That dislocation is the trade. Novo just launched its own oral GLP-1, Wegovy pill, on January 5, 2026, and the company says it is already used by more than one million patients with over 200,000 weekly US prescriptions. Wegovy HD, approved in March 2026, delivers ~20.7% weight loss. The franchise keeps compounding; only the multiple has cracked.
The Wegovy pill alone generated $2.26 billion in its debut quarter, while Wegovy injectable did $18.24 billion (+12%). Management raised FY26 adjusted sales growth guidance to -4% to -12% CER from -5% to -13%, and authorized a new DKK 15B share buyback. CEO Mike Doustdar said “Wegovy is driving a strong start to 2026… rapid adoption of Wegovy pill, the most efficacious GLP-1 tablet now used by more than one million patients since its January launch.”
Retail is still hostile. NVO Reddit sentiment collapsed from neutral (48-53) in May to bearish (22-29) in early June. That is exactly the kind of crowd-positioning gap I look for. You buy Novo IF you believe the duopoly holds and the multiple re-rates as the pill ramps; you avoid it if you think Lilly’s superiority data ends the story. The next stock on the list does not need you to pick a winner between them at all.
4. Sprouts Farmers Market (NASDAQ: SFM): The Plate Replacement Trade GLP-1 patients keep eating, just differently. Smaller portions, more protein, more produce, less processed garbage. That is the entire merchandising thesis of Sprouts Farmers Market (NASDAQ:SFM). The company sits inside a $290 billion health and wellness food-at-home market, has 483 stores in 25 states, and a long-term target of 1,000+ stores. While drive-thrus lose foot traffic, Sprouts is building the food rails for the post-Ozempic shopping cart.
Q1 FY26 had soft comps but the structural story kept compounding. Revenue was $2.329 billion (+4.15% YoY) with EPS of $1.71 beating the $1.67 estimate. Two numbers I keep coming back to: Sprouts Brand penetration climbed to 26% of sales from 23%, and ROIC hit 17.4%. CEO Jack Sinclair said “We continue to focus on accelerating customer engagement, foraging and discovery, building an advantaged supply chain, and expanding access to healthy food.”
Shares are still down 46% over the past year on the comp slowdown, but up 9% year to date and 10% in the past week. Next earnings: August 3, 2026. The reset has likely already happened. Which leaves one final stock, and it is the most directly leveraged name on this list to the consumer side of GLP-1 distribution.
5. Hims & Hers Health (NYSE: HIMS): The Punchline Trade Hims & Hers Health (NYSE:HIMS) is the messiest name on the list and possibly the most asymmetric. The company just absorbed a brutal strategic pivot: out of compounded GLP-1s, into branded GLP-1 distribution. That cost real money in Q1, but it converts Hims from a regulatory bullseye into a long-duration consumer health platform riding the same wave as Lilly and Novo.
Q1 FY26 showed the cost of the surgery and the pulse underneath it. Revenue was $608.10 million (+3.8% YoY), the net loss was -$92.11 million with EPS of -$0.40, dragged by $33.49 million in restructuring charges. But subscribers grew to nearly 2.6 million (+9% YoY), international revenue exploded 969% YoY to $78.19 million, and management raised full-year guidance to $2.80B-$3.00B in revenue and $275M-$350M in Adjusted EBITDA, with a 2030 target of at least $6.5 billion in revenue and $1.3 billion in Adjusted EBITDA.
CEO Andrew Dudum said “2026 is a defining year for Hims & Hers. We’re not just growing, we’re pulling away from the field on our path to becoming the world’s largest consumer health platform.” Shares are down 50% over the past year, the analyst target sits at $26.61, and a former Netflix CFO just bought $1.2M of stock, which flipped r/wallstreetbets sentiment to 72 (bullish) on June 1. The next earnings report lands August 10, 2026.
The Bottom Line The Prof G thesis is not subtle: GLP-1s are chemically resetting the addressable market of every business that sells calories on impulse. Lilly and Novo make the molecule, Hims puts it in the consumer’s mailbox, Amazon owns the delivery rail and the next-gen pharmacy, and Sprouts feeds the patients who now plan every plate around protein and produce. The fast food incumbents have three earnings cycles to figure out a response. The capital is already moving. Position before the August prints, or read about it after.
