Hims & Hers is fundamentally undervalued, trading at a forecast P/S ratio of 3.5 despite strong 88% YoY growth and European expansion. Low valuation and scaling by ZAVA lead to a buy rating. Short interest remains high, but a squeeze is unlikely; technicals show strong support at $41, signaling a favorable buy zone.
Hims & Hers is evolving into a robust health platform, showing strong subscriber growth, rising ARPU, and expanding into weight loss, hormone health, labs, and international markets. Q2 results confirm rapid scaling, with 73% YoY revenue growth, high retention, SaaS-like payback, and reaffirmed guidance despite headline noise and regulatory shifts. The weight loss strategy is diversified beyond compounded GLP-1s, supporting resilient ARPU and engagement, while international expansion and lab integration add new growth levers.
Zacks.com users have recently been watching Hims & Hers Health (HIMS) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Most investors have noticed that most stocks in the healthcare sector have declined to levels not seen in a while, making this an area of interest for those looking into the next potential upswing in their portfolios. However, for those who are okay with individual stock picking and taking on a bit more risk, there is one narrative to follow in the coming months.
Hims & Hers is undervalued, rapidly scaling a vertically integrated, consumer-focused healthcare platform with 73% YoY revenue growth and strong EBITDA margins. Market fears over GLP-1 regulatory changes are overblown; Hims' personalized care model drives superior retention, recurring revenue, and positions them for future weight loss drug launches. Valuation appears high, but relative to hypergrowth, expanding margins, and HIMS offers significant long-term upside even in bear case scenarios.
HIMS eyes long-term growth with new hormonal health offerings, international expansion and high GLP-1 retention.
Hims & Hers posted 73% year-over-year revenue growth in Q2 2025, driven by 31% subscriber expansion and ~30% ARPU increase. Monthly online revenue per subscriber reached $74, equating to an annualized $888 and a $2.1 billion subscription run rate. Personalized therapy plan subscribers rose 89% year over year to 1.5 million, with multi-condition plan users up ~170%.
While no single indicator can guarantee a stock's performance, the pattern of insider transactions can provide a powerful glimpse into a company's prospects.
HIMS records subscriber surge and revenue growth in second-quarter 2025, but rising costs strain gross margins.
Hims & Hers Health (NYSE: HIMS) Chief Executive Officer Andrew Dudum has offloaded a massive block of company shares, marking the largest insider transaction since the firm went public.
The company says the sales came from indirect holdings and were for “tax and philanthropic purposes.”
HIMS leverages its consumer-first telehealth model, AI-driven personalization and global expansion plans to outpace industry growth.