Added to YB: 2026-05-25
Pitch date: 2026-05-21
HIMS [bullish]
Hims & Hers Health, Inc.
Author Info
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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
$5.5B
Pitch Price
N/A
Price Target
53.00
Dividend
N/A
EV/EBITDA
58.42
P/E
-406.55
EV/Sales
2.48
Sector
Health Care Providers and Services
Category
growth
Hims & Hers (HIMS): Scared Money Don't Make Money
HIMS: Q1 rev $608M (+4% YoY) missed est, first single-digit growth since IPO. Adj EBITDA $44M (-51% YoY) on $33M GLP-1 restructuring costs & lower margins. Q2 guide: $680-700M rev (+25-28% YoY), $35-55M EBITDA (5-8% margin). FY26 guide raised to $2.8-3.0B rev (+19-28% YoY). Novo/Lilly partnerships driving 100K+ new subs/month (vs 73K in Q1). Peptides PCAC review July 23-24 as key catalyst. Eucalyptus acq in H2 adds $200M rev. Issued $350M 0% convertible notes (29.53 conversion, 32.5% premium) for intl expansion & AI. Trading 16.4x fwd EV/EBITDA vs 29.4x avg. PT $53 (129% upside), targeting $6.5B rev/$1.3B EBITDA by 2030.
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