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HIHIMS

Hims & Hers Health, Inc.

$HIMS·$7.0B·Medical - Equipment & Services·Healthcare
$29.56-0.1%YTD-18.1%1Y-28.8%
Mentions · last 7 days
2026-08-22: 137 posts2026-08-23: 116 posts1,791-1%
Price updated 4m ago·X counts updated 9d ago
HIHIMS
$HIMSHims & Hers Health, Inc.
$29.56-0.06%1.8k posts-1%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $HIMS, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Comeback attemptWinding up for a moveAI verdict · as of 2026-09-01

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

A telehealth platform that hit a wall on the GLP-1 pullback — Australia and non-GLP-1 categories have to prove the growth engine still works.

Hims & Hers is a direct-to-consumer telehealth subscription platform — get a prescription, get the meds, refill monthly. The stock ripped in 2024 on compounded GLP-1s, broke in 2025 when the Novo Nordisk partnership blew up, and just launched in Australia trying to prove the story has a second act.

  • Revenue growth collapsed from 72% YoY in Q2 2025 to 3.7% YoY in Q1 2026 as the GLP-1 tailwind reversed, and the last two EPS prints missed by 640% and 1677% — the exact deceleration the bear case has been calling for.
  • Analyst estimates for FY26 revenue of $2.93B imply the engine picks back up to ~24% in the second half, so everything rides on Q3 — either Australia and non-GLP-1 categories deliver, or the multiple compresses further.
  • Position sits at the 31st percentile of the 52-week range with volume running 55% of normal — the tape is neither accumulating nor distributing, and it hasn't found its floor yet.
  • The insider signal is unambiguously bearish: multiple officer open-market sales in mid-August at $27-30 including CFO Boughton's ~$692K, no offsetting buying — plus the Visa 'Acquirer monitoring program' flag is a real merchant-processing overhang.

The path forward is decided by whether the Nov 9 Q3 print shows non-GLP-1 subscriber growth reaccelerating, and by whether the Visa monitoring escalates into an actual restriction. A clean print resets the multiple; another miss confirms broken growth.

Differs from X sentimentLeaning with the bear camp: the CalSTRS position and 96% institutional ownership are real bull-side facts, but the last two 640-1677% EPS misses, the Visa 'Acquirer monitoring' flag and ~$1.5M of officer selling in mid-August land harder than the Australia expansion PR — the bulls are underweighting the mechanics.

What to watch: The Nov 9 Q3 print — specifically non-GLP-1 subscriber count growth (needs 30%+ to restart the story) and Australia early-signup traction. Any escalation of Visa 'Acquirer monitoring' into an actual merchant restriction is the tail risk that would break the payments layer.

On the calendar: 2026-11-09 — Q3 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Mixed sentiment156 posts analyzed · as of 2026-08-31

Mixed with heavy volume on both sides. Bulls anchor on a $262M CalSTRS buy, ~96% institutional ownership, Truist's call that compounded GLP-1s will drive most 2026 US GLP-1 revenue, and Eucalyptus's Wegovy-pill launch in Germany. Bears cite Visa placing HIMS into an "Acquirer monitoring program," a $2.2M put order, and a chartist calling it "not a bullish chart" after an ~8% Visa-headline drop. Camps explicitly disagree.

Read the AI verdict + X sentiment for $HIMS

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Telehealth platform connecting consumers to doctors for ongoing care in sexual health, hair loss, skincare, and weight management.

Industry overviewAI analysisGenerated by AI from underlying data

Where Medical - Equipment & Services sits in its cycle right now — and what that implies for $HIMS.

Medical - Equipment & Services · Healthcare

Hospital utilization recovery post-COVID is sustaining equipment demand; GLP-1 weight-loss drugs are a long-term volume headwind for bariatric equipment. Imaging and monitoring technology upgrades are driven by value-based care reimbursement incentives.

What this means for $HIMS

Partial — software subscription economics provide some insulation from macro cycles; AI integration is the growth catalyst for this segment; Hims & Hers Health, Inc.

Top industry ETF

$IHIiShares U.S. Medical Devices ETF
-13.0%YTD
-10.9%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-451.9How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
0.7%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
1.3%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
1.3%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
2.5Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-2.5%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
67.6%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
2.5Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 10, 2026$-0.37$-0.05-643.1%
Q1 2026May 11, 2026$-0.40$0.03-1676.7%
Q4 2025Feb 23, 2026$0.07$0.02+250.0%
Q3 2025Nov 3, 2025$0.06$0.09-33.3%
Next earningsMon, Nov 9·consensus EPS $0.09

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$608.1M+3.8%49.4%-2.7%$-0.40$53.0M
Q4 FY25$617.8M+28.4%71.9%1.5%$0.09$821K
Q3 FY25$599.0M+49.2%73.8%2.0%$0.07$91.4M
Q2 FY25$544.8M+72.6%76.4%4.9%$0.19$-69.4M

Forward consensus

5-year forecast · up to 5 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$2.9B$2.9B – $2.9B-$0.13-$0.17 – -$0.085
FY27$3.5B$3.4B – $3.7B$0.47$0.28 – $0.624
FY28$4.0B$3.6B – $4.5B$0.78$0.68 – $0.872
FY29$4.7B$4.2B – $5.1B$1.11$0.97 – $1.241
FY30$4.2B$3.8B – $4.6B$1.40$1.22 – $1.551

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.6×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.31%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-7.5%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+3.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 208.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today3.8% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β2.425-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 19Oluyemi OkupeCFO4.9K sh$148KSellAug 19Soleil BoughtonChief Legal Officer25.1K sh$692KSellAug 18Deborah M. AutorChief Policy Officer16.8K sh$467KSellAug 17Oluyemi OkupeCFO9.4K sh$262KSellJul 17Oluyemi OkupeCFO7.2K sh$229KSellJul 6Oluyemi OkupeCFO7.2K sh$261KSellJun 22Oluyemi OkupeCFO18.2K sh$619KSellJun 18Oluyemi OkupeCFO55.4K sh$1.9MSellJun 18Carroll Patrick HarrisonChief Medical Officer23.7K sh$830KSellJun 17Irene BecklundPAO4.5K sh$141K
1–10 of 24
+ 81 other (46 exempts · 19 inkinds · 13 awards · 2 gifts · 1 other) in window

See when $HIMS insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeJul 178-K — Item 5.02: Officer or director change
AI summary

Hims & Hers Health disclosed that Irene Becklund, Chief Accounting Officer, is resigning effective October 9, 2026, with an advisory role extending through July 2027. The company is conducting a search for her replacement, and the extended advisory period reflects management's commitment to an orderly accounting function transition at the telehealth and wellness platform.

8-KMaterial agreementJul 18-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
AI summary

Hims and Hers Health subsidiaries XeCare and Apostrophe Pharmacy entered a Master Receivables Purchase Agreement with JPMorgan Chase on July 1, 2026, providing up to a $400M facility for selling eligible receivables. Significant off-balance-sheet liquidity mechanism via receivables monetization.

3New insider — initial holdingsJun 153
AI summary

Hims & Hers Health, Inc. (HIMS) filed a Form 3 on June 15, 2026 reporting initial beneficial ownership for a newly appointed director, officer, or 10%+ holder. Body unavailable — excerpt contains only SEC cover-page header without the reporting person's identity or share count.

8-KShareholder voteJun 158-K — Item 5.07: Shareholder vote
AI summary

Hims & Hers Health, Inc. (HIMS) reported annual meeting vote results (Item 5.07) in an 8-K filed June 15, 2026. Body unavailable — excerpt cuts off before specific vote tallies are disclosed.

8-KMaterial agreementJun 28-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation · Item 8.01: Other event
AI summary

Hims & Hers entered Amendment No. 3 to its revolving credit agreement with JPMorgan Chase as agent on May 29, 2026, amending provisions to facilitate the closing of a pending acquisition. Material credit amendment tied to active M&A; acquisition close appears imminent.

8-KMaterial agreementMay 218-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation · Item 3.02: Unregistered equity sale
AI summary

Hims & Hers Health, Inc. (HIMS) filed an 8-K on May 21, 2026 disclosing a material definitive agreement (Item 1.01), creation of a direct financial obligation (Item 2.03), and unregistered equity sales (Item 3.02). Hims & Hers is a San Francisco-based telehealth and consumer wellness company listed on the NYSE. The combination of Items 1.01, 2.03, and 3.02 strongly suggests an acquisition or strategic partnership financed with both debt and a concurrent private placement equity component — a material capital event for the telehealth company.

8-KPress release / Reg FDMar 118-K — Item 7.01: Press release / Reg FD
+ 14 other (6 13Gs · 2 10-Qs · 2 earnings 8-Ks · 2 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Hims Enters Australia, Marking First Expansion into the Asia-Pacific Marketgurufocus.com·22h agoHims Enters Australia, Marking First Expansion into the Asia-Pacific Marketbusinesswire.com·23h agoHims Arrives in Australia, Bringing Personalised Care for Men Nationwidebusinesswire.com·23h agoHims & Hers offers GLP-1 weight-loss drugs, men's health treatments in Australiareuters.com·23h agoKaplan Fox Encourages Investors of Hims & Hers Health, Inc. (HIMS) to Contact the Firm to Learn About Their Legal Rightsnewsfilecorp.com·1d ago

In themes

Explore the broader themes this ticker is being talked about under.

GLP-1 & Weight LossAI Precision Medicine

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