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HIHIMS

Hims & Hers Health, Inc.

$HIMS·$7.9B·Medical - Equipment & Services·Healthcare
$32.88-0.2%YTD-0.1%1Y-21.5%
Mentions · last 7 days
2026-06-16: 844 posts2026-06-17: 738 posts2026-06-18: 1,029 posts2026-06-19: 351 posts2026-06-20: 348 posts2026-06-21: 308 posts2026-06-22: 865 posts4,528-1%
Price updated 15m ago·X counts updated 2d ago
HIHIMS
$HIMSHims & Hers Health, Inc.
$32.88-0.24%4.5k 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.

Driven by hypeEvent coming upAI verdict · as of 2026-06-23

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

A 100% rally on a short squeeze and FDA-meeting hype — while gross margins quietly cracked last quarter.

Hims & Hers is the telehealth subscription brand that scaled on hair-loss, ED, and weight-loss prescriptions — and is now trying to become a more durable virtual-care platform. The stock has just doubled off the lows on a short-squeeze setup and FDA-meeting hype, but the most recent quarter showed the operating model wobbling.

  • The squeeze is the proximate driver: roughly 30% of float is short with a four-day cover ratio, Barclays just bumped its target to $39, and shares ran ~100% off $15 — real setup, but mechanical, not fundamental.
  • Q1 2026 gross margin collapsed from 72% to 49% quarter-over-quarter and op margin flipped negative — a swing too big to be noise, and management has not cleanly explained what changed in the compounded-GLP-1 mix.
  • Insiders sold meaningfully into the rally: CEO Andrew Dudum took $2.6M off via in-kind tax withholding at $30, and officers including Mohamed Elshenawy and Soleil Boughton unloaded another ~$5M combined in mid-June.
  • A 0% coupon convertible due 2032 and a pending acquisition (Amendment No. 3 to the JPMorgan credit line) say management is using a stretched share price to fund deals rather than buy back stock — not a sign of conviction at this price.

The July 23 FDA peptide meeting is the binary that decides this — a favorable read reignites the squeeze; an unfavorable read against the Q1 margin slip is where the 100% round-trip starts, and the August 10 Q2 print is the second test.

Differs from X sentimentX frames this as squeeze plus Barclays target plus Oura integration teaser plus FDA tailwind — directionally right on the squeeze mechanics, but the Q1 gross-margin collapse from 72% to 49% and the executive selling cluster argue the rally is doing more of the work than the fundamentals are right now.

What to watch: July 23 FDA peptide meeting (the binary catalyst) and August 10 Q2 earnings — a favorable FDA read plus stabilized gross margins extends the squeeze; an unfavorable FDA read or a second margin miss is where the 100% round-trip starts.

On the calendar: 2026-07-23 — FDA peptide meeting

X sentiment

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

Bullish sentiment161 posts analyzed · as of 2026-06-23

Hims & Hers dominates the tape on a roughly 100% rally off March lows, driven by an FDA peptide advisory meeting scheduled for July 23-24 that bulls say could unlock a $2.2B telehealth peptide market, with Leerink estimating Hims could capture about $440M of it. Catalysts stack up: Barclays raised its price target to $39 from $29, CEO Andrew Dudum teased an Oura Ring wearable integration, the Eucalyptus international acquisition closed, and short interest sits near 30% of float fueling squeeze talk. A cautious minority warns the stock looks extended into the 200-day moving average and flags a possible bear flag.

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

Amazon Pharmacy's entry into telehealth and FDA re-regulation of compounded semaglutide are simultaneous structural headwinds compressing Hims & Hers — the telehealth platform model faces pressure from both the competitive entry of Amazon's pharmacy infrastructure and the regulatory closure of its GLP-1 compounding channel.

What this means for $HIMS

Headwind — Hims & Hers telehealth platform faces simultaneous structural headwinds from Amazon Pharmacy's telehealth entry and FDA re-regulation of compounded semaglutide, which powered its GLP-1 subscription growth.

Top industry ETF

$IHIiShares U.S. Medical Devices ETF
-21.1%YTD
-19.0%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
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%
Q2 2025Aug 4, 2025$0.17$0.18-5.6%
Next earningsMon, Aug 10·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 2 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$2.9B$2.9B – $2.9B-$0.09-$0.51 – $0.612
FY27$3.4B$3.3B – $3.6B$0.47$0.26 – $0.732
FY28$3.9B$3.9B – $4.0B$0.79$0.78 – $0.801
FY29$4.7B$4.6B – $4.7B$1.11$1.10 – $1.131
FY30$4.2B$4.2B – $4.3B$1.40$1.38 – $1.411

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.0.5×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.34%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.+21.2%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.-0.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 209.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today6.0% 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.β2.405-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

SellJun 22Oluyemi OkupeCFO18.2K sh$619KSellJun 18Carroll Patrick HarrisonChief Medical Officer23.7K sh$830KSellJun 17Irene BecklundPAO4.5K sh$141KSellJun 17Michael ChiCOO14.0K sh$442KSellJun 17Mohamed ElshenawyCTO30.0K sh$946KSellJun 16Irene BecklundPAO7.6K sh$229KBuyMay 26David B WellsDirector48.4K sh$1.2MSellMay 18Oluyemi OkupeCFO8.0K sh$188KSellApr 20Oluyemi OkupeCFO19.6K sh$589KSellApr 20Soleil BoughtonChief Legal Officer9.5K sh$284K
1–10 of 17
+ 50 other (33 exempts · 13 inkinds · 3 awards · 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
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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

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
8-KMaterial agreementFeb 198-K — Item 1.01: Material agreement · Item 3.02: Unregistered equity sale · Item 7.01: Press release / Reg FD
+ 14 other (5 13Gs · 2 earnings 8-Ks · 2 proxys · 1 routine 8-K) in window

Recent news

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

Hims & Hers Health, Inc. (HIMS) Sees a More Significant Dip Than Broader Market: Some Facts to Knowzacks.com·1d agoA Look at Hims & Hers Health Inc (HIMS) After 5.4% Decline -- GF Value $38.53 vs Price $33.54gurufocus.com·2d agoHims & Hers Health, Inc. (HIMS) Is a Trending Stock: Facts to Know Before Betting on Itzacks.com·5d agoHims & Hers Stock Jumps After Barclays Raises Price Targetbenzinga.com·6d agoLiving Longer Is Big Business. These Stocks Will Benefit.barrons.com·6d ago

In themes

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

GLP-1 & Weight LossAI Precision Medicine
Voices on X · top 15 · last 7 days

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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