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HNHNST

The Honest Company, Inc.

Rising onWhy it's trendingX mentions rising faster than the marketStrong bullish X conversation
$HNST·$582M·Household & Personal Products·Consumer Defensive
$5.30+0.2%YTD+102.3%1Y+42.9%
Price updated 6h ago·X counts updated 1d ago
HNHNST
$HNSTThe Honest Company, Inc.
$5.30+0.19%9 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $HNST 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.

9X posts · last 7 days
Sep 11Sep 27
Bullish sentimentAI analysisGenerated by AI from underlying data10 posts analyzed · as of 2026-08-13

X users are bullish on Honest Company after Q2 organic revenue grew 6.7%, wipes and personal care outperformed, gross margin expanded, and the stock printed a 50% day to new 52-week highs at $5.81. The stock is up 80% since one poster's Bull Cycle write-up. Commentary highlights disciplined exits of weaker product lines and focus on strongest categories as evidence of a real turnaround.

Read what X is saying about $HNST

  • 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 $HNST — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Comeback attemptAcceleratingAI verdict · as of 2026-09-28

The move is getting stronger, with heavier trading behind it.

Honest Company is up 102% YTD at 82% of the 52-week range — Q2 organic revenue +6.7% plus BlackRock $25.66M new position on the diapers-and-personal-care turnaround.

The Honest Company is a natural consumer-products franchise (baby wipes, diapers, personal care, household) — a business now through a real turnaround with fresh institutional sponsorship. The stock is up 40% over 12 months.

  • Q2 was a real beat: EPS $0.04 vs $0.01 estimate (+332%), revenue $83.3M (-11% YoY headline, but +6.7% organic) at 48% gross margin — legitimate turnaround inflection, and prior four quarters ran 0-200% surprise beats.
  • Institutional accumulation is meaningful: BlackRock's $25.66M new position (Sept 3) plus Deutsche Bank's 89,513-share acquisition (Sept 4) — real sponsorship at the turnaround-confirmation levels.
  • The Aug 13 X sentiment 50% single-day move to 52-week highs at $5.81 plus the operational-improvement framing (wipes and personal care outperformed, gross margin expanded, disciplined exits of weaker product lines) is a real turnaround narrative confirmed by the fundamentals.

Q3 earnings on Nov 4 is the confirmation — a beat plus firm organic-growth-attribution and margin-expansion commentary extends the story; a soft print or a consumer-discretionary tempering signal and the +102% YTD tape cools.

Agrees with X sentimentX bulls correctly frame Q2 organic revenue +6.7%, wipes and personal care outperforming, gross margin expansion, the 50% single-day print to 52-week highs at $5.81, and the +80% since the Bull Cycle write-up — every claim aligns with the Q2 beat and BlackRock sponsorship. Clean agreement on the turnaround-accelerating framing.

What to watch: Q3 earnings on Nov 4 — a beat plus firm organic-growth-attribution and margin-expansion commentary extends the story; a soft print or a consumer-discretionary tempering signal and the +102% YTD tape cools.

On the calendar: 2026-11-04 — Q3 earnings

blackrock 25 66m new positionorganic growth 6 7pctq2 332pct beat

Read the AI verdict on $HNST

  • 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.

Consumer goods brand selling clean-label diapers, wipes, personal care, and beauty products through retail and direct-to-consumer channels.

Industry overviewAI analysisGenerated by AI from underlying data

Where Household & Personal Products sits in its cycle right now — and what that implies for $HNST.

Household & Personal Products · Consumer Defensive

No material change from last week — Mass beauty is outperforming prestige as China travel-retail headwinds persist for Estee Lauder.

What this means for $HNST

Partial — Consumer goods brand selling clean-label diapers, wipes, personal care, and beauty products through retail and direct-to-consumer channels.

Industry benchmark

11-name peer basket
+8.0%YTD
-1.8%1Y

Fundamentals & catalyst

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

Key ratios

P/E
-52.3How 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
-6.4%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
-3.2%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
9.5%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
1.7Same 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
-7.0%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
35.7%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
0.0Total 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 5, 2026$0.04$0.01+332.0%
Q1 2026May 6, 2026$0.01$0.010.0%
Q4 2025Feb 25, 2026$0.00$0.02-81.1%
Q3 2025Nov 5, 2025$0.01$-0.01+200.0%
Next earningsWed, Nov 4·consensus EPS $0.00

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$83.3M-10.9%48.4%11.5%$0.10$35.3M
Q1 FY26$78.1M-19.7%42.6%-0.8%$-0.00$3.8M
Q4 FY25$88.0M-11.8%15.7%-22.7%$-0.21$18.1M
Q3 FY25$92.6M-6.7%37.3%0.3%$0.01$-624K

Forward consensus

3-year forecast · up to 6 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$322.6M$322.4M – $322.9M$0.12$0.11 – $0.126
FY27$336.0M$330.9M – $340.5M$0.11$0.07 – $0.166
FY28$352.6M$345.3M – $359.9M$0.14$0.14 – $0.142

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.0.8×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.82%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.+7.1%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.+51.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 99.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.6% 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.β2.245-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

SellSep 14Thomas SternweisSVP, Enterprise Dev. & Strat.25.0K sh$137KSellAug 21Von Kunssberg EtienneSVP, Supply Chain4.6K sh$23KSellAug 20Thomas SternweisSVP, Enterprise Dev. & Strat.6.4K sh$32KSellAug 20Dorria L. BallChief People Officer6.8K sh$34KSellAug 20Brendan SheeheyGeneral Counsel9.7K sh$48KSellAug 20Jonathan MayleSVP, Customer Sales6.2K sh$31KSellAug 20Von Kunssberg EtienneSVP, Supply Chain2.6K sh$13KSellAug 20Carla VernonCEO117.9K sh$588KSellAug 20Bruce Curtiss James IiiChief Fin. & Operating Officer3.1K sh$16KSellAug 11Andrea TurnerDirector29.9K sh$156K
1–10 of 21
+ 13 other (13 awards) in window

See when $HNST 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-KMaterial agreementJun 188-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
AI summary

The Honest Company, Inc. (HNST) entered into a material agreement with a counterparty on 2026-06-18, involving $3.50 . . This is a material definitive agreement (Item 1.01) requiring immediate disclosure under SEC rules. Investors should review the agreement terms for financial obligations, dilution, or strategic implications.

8-KOfficer or director changeMay 278-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
8-KAgreement terminatedApr 68-K — Item 1.01: Material agreement · Item 1.02: Agreement terminated · Item 2.03: Material debt obligation
+ 8 other (2 10-Qs · 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.

Is Lululemon Stock a Buy as It Sinks to $96 per Share? Here's My Honest Answer.fool.com·12d agoNuScale Stock Is Down 83% -- Bargain or Trap? The Honest Answer Will Surprise You.fool.com·23d agoDeutsche Bank AG Acquires Shares of 89,513 The Honest Company, Inc. $HNSTdefenseworld.net·25d agoBlackRock Inc. Invests $25.66 Million in The Honest Company, Inc. $HNSTdefenseworld.net·26d agoWhat's Wrong With Amazon Stock? Here's the Honest Answer.fool.com·27d ago

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Voices on X · last 7 days

No standout posts about $HNST on X in the 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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