Hims & Hers Health is building a vertically integrated consumer-health distribution platform, with value driven by its scalable engine rather than individual products. HIMS demonstrates accelerating growth, with multiple product lines surpassing $100M ARR and rapid vertical launches, supporting a strong buy rating and a $111 price target for 2026. Q2 results showed robust revenue growth (38%) and strong Q3 guidance (47-50%), despite margin compression from branded weight-loss and international expansion.
Hims & Hers approaches 3 million subscribers as U.S. growth reaccelerates and international markets emerge as a meaningful second growth engine. International revenue reached $131 million, while testosterone is approaching Hims' sixth U.S. specialty above a $100 million annual run rate. Gross margin fell to 64%, while Q2 free cash flow reached negative $68 million, making operating leverage the critical next test.
Hims & Hers' rally is fueled by branded weight-loss growth, international expansion, AI efficiencies and a broader specialty portfolio.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 500 | $28,360 | $13,885 | -$14,475 | -51.04% |
Curtis Ellergodt Rothschild Investment LLC | 249 | $7,962.92 | $7,376.62 | -$586.3 | -7.36% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 337,688 | $11.71M | $10.67M | -$1.04M | -8.88% |
Means Investment Company Means Investment Company Inc. | 7,166 | $173,273.88 | $201,722.9 | $28,449.02 | 16.42% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 13,410 | $499,065.04 | $409,139.1 | -$89,925.94 | -18.02% |
| Health Care Providers & Services Industry | Healthcare Sector | Andrew Dudum CEO | NYSE Exchange | 433000106 CUSIP |
| US Country | 2,442 Employees | - Last Dividend | - Last Split | 13 Sep 2019 IPO Date |
Hims & Hers Health, Inc., based in San Francisco, California, operates as a telehealth platform connecting consumers with licensed healthcare professionals across the United States, the United Kingdom, and other international locations. The company leverages its websites and mobile application to offer a variety of carefully selected health and wellness products and services, both on prescription and over-the-counter basis. Its business model focuses on providing convenient access to ongoing healthcare services, including prescription medication refills and consultations with healthcare providers, as well as a wide range of wellness products through direct sales and wholesale partnerships.