Added to YB: 2026-05-14
Pitch date: 2026-05-12
HIMS [neutral]
Hims & Hers Health, Inc.
Author Info
No bio for this author
Company Info
Hims & Hers Health, Inc. operates as a consumer-first health and wellness platform that connects consumers to licensed healthcare professionals in the United States, the United Kingdom, Canada, Germany, the Republic of Ireland, France, Spain, and internationally.
Market Cap
$5.8B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
61.37
P/E
-428.46
EV/Sales
2.61
Sector
Health Care Providers and Services
Category
turnaround
Hims & Hers Earnings Recap: Q1 FY2026; Soft Print, Raised Guide
HIMS (earnings): Q1 rev $608M (+3.8% YoY, -1.6% QoQ) missed $616.9M est; GAAP EPS -$0.40 on $33M GLP-1 pivot restructuring charges. US rev -8% YoY to $530M, intl +969% to $78M. Subs +9% to 2.58M, ARPU -6% to $80. Gross margin 65% vs 73% prior yr. Raised FY26 guide to $2.8-3.0B from $2.7-2.9B; Q2 $680-700M. FCF $53M. Author sees growth but warns margins capped ~10% owner yield makes stock still expensive post-drop.
Read full article (4 min)