Core Viewpoint - Hims & Hers is currently engaged in a dispute with Novo Nordisk, but the long-term outlook for the company remains positive due to its innovative direct-to-consumer model and significant growth potential [1][11]. Company Overview - Hims & Hers operates as a direct-to-consumer drug company, utilizing a digital platform to engage customers through a lifestyle approach [2]. - The company has seen substantial growth in its subscriber base, increasing from approximately 300,000 at the end of 2020 to a projected 2.5 million by the end of 2025 [4]. Subscriber Growth and Revenue Model - In 2025, Hims & Hers added over 280,000 new subscribers, creating an annuity-like income stream through ongoing subscriptions [5]. - The growing customer base not only supports current revenue but also lays the groundwork for future expansion as subscribers tend to purchase multiple products [4][5]. Expansion Strategy - Hims & Hers aims to broaden its product offerings, which could lead to a significant increase in revenues as the brand gains traction in the consumer market [6]. Market Position and Financial Metrics - The current market capitalization of Hims & Hers is approximately $3.6 billion, with a price-to-earnings ratio of around 29x, indicating a high valuation that may deter value-oriented investors [7][9]. - The company's gross margin stands at 60.86%, reflecting its profitability [9]. Competitive Landscape - Hims & Hers is facing pushback from Novo Nordisk, which is suing the company to stop the sales of its copycat versions of GLP-1 drugs, a situation that may pose short-term challenges [10][11]. - Despite the competitive pressures, the direct-sales approach of Hims & Hers is resonating well with its subscribers, indicating a strong growth opportunity [11].

Down 70% over the past year -- and down 60% over just the last three months -- Hims & Hers Health (NYSE: HIMS) stock is in a funk, and Monday night's earnings report didn't help. Shares of the telemedicine company have slid steadily since the FDA announced early last year that Novo Nordisk's (NYSE: NVO) Wegovy and Ozempic GLP-1 weight loss drugs are no longer in shortage. Since that news came out, the writing has seemed to be on the wall for Hims & Hers Health and its business of compounding copycat weigh ...

LOS ANGELES--(BUSINESS WIRE)--The Law Offices of Frank R. Cruz is investigating potential claims against the board of directors of Hims & Hers Health, Inc. ("Hims†or the "Company†) (NYSE: HIMS) concerning whether the board breached its fiduciary duties to shareholders. If you are a shareholder, click here to participate. On February 7, 2026, The New York Times reported that the Company would stop selling its version of Wegovy, a popular weight loss drug by competitor Novo Nordisk. A former FDA commissione ...

Key Takeaways Hims & Hers is expanding into weight care, menopause, testing and new global markets.Hims & Hers is investing in AI, diagnostics and acquisitions to scale its platform.AMWL is refocusing on enterprise clients, cutting costs and targeting positive cash flow by 2026.Digital healthcare continues to evolve across both direct-to-consumer and enterprise channels, with Hims & Hers Health, Inc. (HIMS) and American Well Corporation (AMWL) , popularly known as Amwell, representing two distinct approache ...

Hims & Hers Health, Inc. ( HIMS ) had one chance at making the market like it again, and it missed. While the Q4 numbers looked impressive on paper, the market's reaction suggests that theI’m a retired Wall Street PM specializing in TMT; since kickstarting my career, I’ve spent over two decades in the market navigating the technology landscape, focusing on risk mitigation through the dot com bubble, credit default of ‘08, and, more recently, with the AI boom. In one word, what I’d like my service to revolve ...

Core Viewpoint - Hims & Hers Health, Inc. is a prominent telehealth company focused on providing accessible healthcare solutions through its online platform, competing in the expanding digital health market [1] Financial Performance - Hims & Hers reported a revenue of $617.8 million in Q4 2025, reflecting a year-over-year growth of 28.4% driven by an expanding subscriber base of 2.5 million [3] - The company experienced a gross margin contraction of 487 basis points to 71.9%, which has negatively impacted its stock performance despite the strong revenue growth [2][6] - Quarterly earnings per share (EPS) were reported at 7 cents, surpassing the Zacks Consensus Estimate of 2 cents, although lower than the previous year's EPS of 11 cents [4] - For the full year, the EPS was 51 cents, exceeding the Zacks Consensus Estimate by 6.3%, but showing a 3.8% decrease from the prior year [4] Future Guidance - Hims & Hers has projected its 2026 revenue to be between $2.7 billion and $2.9 billion, indicating a positive outlook despite recent challenges [5] - Barclays has set a price target of $25 for Hims, suggesting a potential increase of approximately 57.18% from its current price of $15.91 [2][6] Market Position - The company has a market capitalization of approximately $3.48 billion and a trading volume of 51.27 million shares [5]

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I think everyone agrees that things have been genuinely tough for Hims & Hers Health, Inc. ( HIMS ), and its shareholders lately— the stock is down more than 75% after touching all‑time highs above $60 asI’ve managed my investments since 1999, gaining perspective across multiple market cycles. With a background in Economics and ongoing CFA certification, my focus is on uncovering mispriced assets that the market has overlooked. I conduct my analyses in a way that allows me to use them myself — not just casu ...

I think everyone agrees that things have been genuinely tough for Hims & Hers Health, Inc. ( HIMS ), and its shareholders lately— the stock is down more than 75% after touching all‑time highs above $60 asI’ve managed my investments since 1999, gaining perspective across multiple market cycles. With a background in Economics and ongoing CFA certification, my focus is on uncovering mispriced assets that the market has overlooked. I conduct my analyses in a way that allows me to use them myself — not just casu ...

Key Takeaways Hims & Hers reported strong quarterly revenue growth, driven by momentum in its Online channel.HIMS posted $617.8 million in Q4 revenue, driven by strong Online growth and 2.5 million subscribers.Hims & Hers' gross margin fell 487 bps to 71.9%, with 2026 revenue guided to $2.7 billion and $2.9 billionHims & Hers Health, Inc. (HIMS) came out with quarterly earnings per share (EPS) of 7 cents in fourth-quarter 2025, compared with the year-ago period’s EPS of 11 cents. However, the figure compare ...