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TickerTalks›$HIMS
HIHIMS

Hims & Hers Health, Inc.

$HIMS·$6.3B·Medical - Care Facilities·Healthcare
$28.07-4.5%YTD-10.0%1Y-52.5%
Price updated 7h ago·X counts updated 5d ago
HIHIMS
$HIMSHims & Hers Health, Inc.
$28.07-4.46%2.5k posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $HIMS on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

2,531X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $HIMS's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 59% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data30 posts analyzed · as of 2026-10-02

The crowd is bullish ahead of a rumored peptide announcement — Q2 revenue of $753M up 38% and 2.9M subscribers are being quoted as proof the "HIMS is dying" meme is already broken. Shorts are at multi-month highs even as the stock sits up 165% since August. The restraint is largely sarcastic; the only sober take is a longtime holder saying they'll eventually exit because they don't actually want healthcare exposure.

Read what X is saying about $HIMS

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $HIMS — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Driven by hypeCooling offAI verdict · as of 2026-10-03

Catching its breath after a run — could pick back up or fade from here.

DTC telehealth running on peptide hopes while underlying growth has quietly collapsed and officers keep selling.

Hims & Hers is the DTC telehealth brand that popularized at-home ED and hair-loss prescriptions, now trying to extend into GLP-1-weight-loss peptides. The business grew fast, hit a wall, and the stock is rallying off the floor on peptide optimism.

  • Growth has collapsed, not slowed: Q1 2026 revenue was up just 3.8% YoY vs +73% a year earlier and +28% last quarter — a step-change that says the core subscription business has run through its early-adopter base.
  • Officers are selling into the rally: nine insider sales in September across CFO, CTO and other officers totaling ~$2.4M at prices up to $29.95 — no offsetting buys, starting right as the stock reclaimed the high $20s.
  • Securities-fraud class actions with a Nov 2 deadline landed on top of the August miss — legal overhang while a +165% run since August prices in a peptide catalyst not yet announced.

A Nov 9 print showing subscriber growth has turned, with no peptide news, gives back the summer rally fast.

Differs from X sentimentX cites Q2 revenue of $753M up 38% as proof the slowdown story is wrong, but that was off a weak comp — Q1 2026 ran at just +3.8% YoY, and the growth deceleration is now the actual problem, not a meme. The peptide catalyst is a hope, not an announcement.

What to watch: Nov 9 Q3 earnings — subscriber-growth cadence vs the Q1 collapse, any guide-up on peptide launch timing, and the pace of insider selling. A clean beat without a peptide announcement is probably sold.

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

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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 - Care Facilities sits in its cycle right now — and what that implies for $HIMS.

Medical - Care Facilities · Healthcare

Hospital system revenue recovery continues as elective procedure volumes normalize and commercial insurance mix improves; Medicaid rate cuts from state budget pressures and CMS site-neutral payment proposals are the margin headwinds. AI revenue cycle automation is reducing denials and accelerating reimbursement timelines, improving cash conversion for systems that adopt it.

What this means for $HIMS

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

Top industry ETF

$IHFiShares U.S. Healthcare Providers ETF
+19.1%YTD
+16.8%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 $0.06

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 11 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$3.2B$3.1B – $3.3B-$0.59-$0.80 – -$0.4411
FY27$4.0B$3.8B – $4.3B$0.30$0.16 – $0.4211
FY28$4.6B$3.8B – $5.5B$0.69$0.46 – $1.079
FY29$5.0B$4.6B – $5.5B$0.78$0.71 – $0.884
FY30$4.6B$4.3B – $5.1B$0.85$0.77 – $0.964

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.1.1×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.29%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.-4.3%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.+2.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 211.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today5.2% 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.β2.435-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

SellOct 14Soleil BoughtonChief Legal Officer3.5K sh$101KSellOct 1Oluyemi OkupeCFO2.0K sh$59KSellSep 30Soleil BoughtonChief Legal Officer3.5K sh$101KSellSep 22Oluyemi OkupeCFO29.3K sh$877KSellSep 17Oluyemi OkupeCFO12.3K sh$355KSellSep 16Soleil BoughtonChief Legal Officer6.2K sh$174KSellSep 15Michael ChiCOO14.0K sh$398KSellSep 15Mohamed ElshenawyCTO8.0K sh$226KSellSep 2Soleil BoughtonChief Legal Officer3.5K sh$98KSellAug 19Soleil BoughtonChief Legal Officer25.1K sh$692K
1–10 of 26
+ 67 other (38 exempts · 14 inkinds · 13 awards · 1 other · 1 gift) 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
Free, forever. No credit card.

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 changeOct 78-K — Item 5.02: Officer or director change
SC 13D/AActivist amendmentAug 31SC 13D/A
AI summary

Andrew Dudum, co-founder and CEO of Hims & Hers Health, Inc., filed Amendment No. 4 to his Schedule 13D disclosing beneficial ownership of 22,610,002 shares of Class A common stock, representing approximately 9.4% of outstanding shares. Dudum's holdings include approximately 7.2 million shares held through trusts, 1.03 million direct shares, and more than 8.38 million shares attributable to other instruments including options or convertible securities. The event date for this amendment is August 27, 2026.

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.

+ 12 other (4 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 DEADLINE: ROSEN, A RANKED AND LEADING LAW FIRM, Encourages Hims & Hers Health, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action - HIMSglobenewswire.com·10h agoKaplan Fox Alerts Hims & Hers Health, Inc. (HIMS) Investors of a Securities Class Action Filed in Federal Court - Deadline is November 2, 2026newsfilecorp.com·13h agoHims & Hers Health (HIMS) Alert: Securities Class Action Filed, Investors with Losses Encouraged to Contact Hagens Berman Before November 2, 2026 Lead Plaintiff Deadlineprnewswire.com·16h agoHims & Hers Health, Inc. (HIMS) is Attracting Investor Attention: Here is What You Should Knowzacks.com·18h agoKaplan Fox Announces a Securities Class Action Against Hims & Hers Health, Inc. (NYSE: HIMS) – Lead Plaintiff Deadline is November 2, 2026globenewswire.com·19h ago

In themes

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GLP-1 & Weight LossAI Precision Medicine

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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