Added to YB: 2026-09-10
Pitch date: 2026-09-07
HIMS [neutral]
Hims & Hers Health, Inc.
+0.61%
current return
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, Australia, and internationally.
Market Cap
$6.5B
Pitch Price
$27.73
Price Target
N/A
Dividend
N/A
EV/EBITDA
794.67
P/E
-44.56
EV/Sales
2.78
Sector
Health Care Providers and Services
Category
growth
Portfolio Update - August 2026 - Hims & Hers Health, Inc.
HIMS (hold): Held as a deliberately small 5.4% position at €23.80 after a purchase around €9.37 and a 154% gain. Q2 revenue rose 38% to $753M, with international revenue up more than 17x following the Eucalyptus acquisition, but the shift from compounded GLP-1s to Novo Nordisk-branded drugs cut gross margin to 64% from 76%. An FTC lawsuit over subscription billing and health-data practices adds a material overhang.
Read full article (1 min)