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HIHIMS

Hims & Hers Health, Inc.

$HIMS·$7.0B·Medical - Equipment & Services·Healthcare
$28.15-2.2%YTD-18.1%1Y-40.3%
Mentions · last 7 days
2026-08-07: 244 posts2026-08-08: 236 posts2026-08-09: 321 posts2026-08-10: 1,401 posts2026-08-11: 829 posts2026-08-12: 217 posts2026-08-13: 224 posts3,481-3%
Price updated 16h ago·X counts updated 2d ago
HIHIMS
$HIMSHims & Hers Health, Inc.
$28.15-2.16%3.5k posts-3%
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.

Proven numbersStalledAI verdict · as of 2026-08-14

The move has stalled — likely just drifts unless something new shows up.

Q2 beat cleanly and international revenue nearly 17x'd — meanwhile at least five law firms are trolling for shareholder plaintiffs, which tells you which story the tape is trading.

Hims & Hers is the telehealth-plus-pharmacy platform, best known for the direct-to-consumer weight-loss and men's-health SKUs it's built into a real subscription business. The last few quarters have been about scaling the operational base while the GLP-1 opportunity re-shapes; the tape has been about legal overhang.

  • The Q2 growth story is real: revenue of $753M grew 38% YoY, subscribers hit 2.9M (up 19%), and the raised full-year guide of $3.1-3.3B implies growth acceleration, not a slowdown — international revenue up 1,641% is a small-base number but a genuinely new leg.
  • The legal wall is thick, though: at least five separate law-firm shareholder-investigation press releases dropped this week alone, layered on top of active FTC litigation, which is why the stock is 40% off its 12-month high despite fundamentals that would normally re-rate it higher.
  • The balance sheet has a new twist that the crowd hasn't fully priced: a $400M JPMorgan receivables-purchase facility was signed July 1, which turns pharmacy receivables into cash faster but also introduces a factoring cost — a working-capital positive that's not free.

The Nov 2 print has to keep the 38% growth cadence and margin trajectory to overpower the legal drag; if instead the FTC action or one of the securities suits gets any real traction, the fundamentals stop mattering and the multiple compresses to whatever settlement math the market decides on.

Differs from X sentimentThe X bulls have the fundamentals right — 38% revenue growth, raised guide, Needham to $42 — but the entire crowd conspicuously skips the wall of securities-fraud shareholder-suit investigations and active FTC litigation, which is the reason the stock is 40% below its highs regardless of the print.

What to watch: Nov 2 earnings and any FTC procedural update. A Q3 print that holds ~38% growth with margin stability restarts the story; a slowdown, a widened FTC scope, or a securities-suit certification is what turns the stalled tape into an active de-rating.

On the calendar: 2026-11-02 — Q3 earnings

float missing

X sentiment

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

Bullish sentiment161 posts analyzed · as of 2026-08-14

Hims is riding a strong post-earnings mood — $753M revenue vs $700M expected, 300k+ net subscriber adds, raised full-year guide to $3.2B, and Needham and BofA both hiking price targets. Bulls are excited about the peptide opportunity, the Novo Wegovy-pill launch and the international ramp from the Eucalyptus deal. The bear channel is small but sharp: an EPS miss driven by legal contingencies, GLP-1 gross-margin compression from 79% to 64%, and a fresh round of Lilly retatrutide lawsuits. The dominant vibe is that the growth story is intact and the sell-off into the print was overdone.

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

No material change from last week — FDA compounded semaglutide rule clarification and Amazon Pharmacy's GLP-1 entry are resolving in favor of direct-to-patient platforms, lifting the group 3.8% today.

What this means for $HIMS

Neutral — Telehealth platform connecting consumers to doctors for ongoing care in sexual health, hair loss, skincare, and weight management; limited read-through from medical - equipment & services macro dynamics to this specific revenue mix.

Top industry ETF

$IHIiShares U.S. Medical Devices ETF
-13.0%YTD
-9.5%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 2·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.28%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.-11.3%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.-3.8%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 today4.3% 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

SellJul 17Oluyemi OkupeCFO7.2K sh$229KSellJul 6Oluyemi OkupeCFO7.2K sh$261KSellJun 22Oluyemi OkupeCFO18.2K sh$619KSellJun 18Carroll Patrick HarrisonChief Medical Officer23.7K sh$830KSellJun 17Irene BecklundPAO4.5K sh$141KSellJun 17Mohamed ElshenawyCTO30.0K sh$946KSellJun 17Michael ChiCOO14.0K sh$442KSellJun 16Irene BecklundPAO7.6K sh$229KBuyMay 26David B WellsDirector48.4K sh$1.2MSellMay 18Oluyemi OkupeCFO8.0K sh$188K
1–10 of 19
+ 62 other (35 exempts · 13 awards · 13 inkinds · 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

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
8-KMaterial agreementFeb 198-K — Item 1.01: Material agreement · Item 3.02: Unregistered equity sale · Item 7.01: Press release / Reg FD
+ 17 other (6 13Gs · 3 earnings 8-Ks · 2 10-Qs · 2 proxys) in window

Recent news

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

Kaplan Fox & Kilsheimer LLP Announces an Investigation into Hims & Hers Health, Inc. (HIMS) for Possible Securities Law Violationsnewsfilecorp.com·22h agoHims & Hers Health's Next Act: Making Its Own Drugs Againseekingalpha.com·1d agoHIMS Investigation: Kessler Topaz Meltzer & Check, LLP Encourages Hims & Hers Health, Inc. (NYSE: HIMS) Investors to Contact the Firmglobenewswire.com·2d agoSecurities Fraud Investigation Into Hims & Hers Health, Inc. (HIMS) Continues – Shareholders Who Lost Money Urged To Contact Glancy Prongay Wolke & Rotter LLP, a Leading Securities Fraud Law Firmglobenewswire.com·2d agoHims & Hers Health, Inc. (HIMS) Shareholders Who Lost Money – Contact Law Offices of Howard G. Smith About Continuing Securities Fraud Investigationglobenewswire.com·2d ago

In themes

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

GLP-1 & Weight LossAI Precision Medicine

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