Added to YB: 2026-08-21
Pitch date: 2026-08-19
HIMS [neutral]
Hims & Hers Health, Inc.
+3.91%
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
$7.3B
Pitch Price
$30.66
Price Target
N/A
Dividend
N/A
EV/EBITDA
882.07
P/E
-50.00
EV/Sales
3.09
Sector
Health Care Providers and Services
Category
growth
HIMS: The 2 Things Most Investors Completely Missed on the Earnings Call
HIMS (holding update): Q2 beat & raise as predicted; expects another Q3 beat & raise. AI features boosting retention/engagement (lower cancellations, 3x provider messaging, -50% nonclinical tasks). Thesis: Hims becoming healthcare AI 'backbone'—closed-loop data layer for Big Pharma (Novo deal), future anonymized data sales, Duolingo-like freemium funnel. Peptides + intl growth tailwinds. Gripe: Eucalyptus obscures organic growth transparency.
Read full article (5 min)