Added to YB: 2026-06-04
Pitch date: 2026-06-01
HIMS [neutral]
Hims & Hers Health, Inc.
-1.5%
current return
Author Info
Lorenzo's 2 cents shares analyses of tech companies. Sign up for the newsletter.
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
$6.4B
Pitch Price
$27.93
Price Target
N/A
Dividend
N/A
EV/EBITDA
67.07
P/E
-470.91
EV/Sales
2.85
Sector
Health Care Providers and Services
Category
growth
Hims Is an AI Company - Few Got It
HIMS (holding update): Q1 weak (rev +4%, GAAP loss) but backward-looking. Q2 guide $680-700M (~14% seq), FY26 raised to $2.8-3B, looks sandbagged; +100k weight-loss subs/mo (~3x Q1 pace). Novo GLP-1 pivot + Eucalyptus ($450M+ ARR, mid-26 close, excluded) = ~$4B run-rate 2027 vs $6B cap. Bull: AI data flywheel w/ clinician-verified training signals = moat. 10.3% position.
Read full article (9 min)