Hims & Hers Health, Inc. (HIMS) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Forward-looking guidance initially plagued Hims & Hers (HIMS) shares, says Christine Short, though she believes leadership did a good job at "refocusing" goals. She points to the company's businesses beyond GLP-1s showing signs of promise.
Hims & Hers Health (HIMS) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
Hims & Hers and Amwell are taking different paths in telehealth, but which stock offers the stronger opportunity today? Let's dive in.
Hims & Hers Health, Inc. remains ultra Bullish despite a near 80% drawdown from 52-week highs, with growth initiatives firmly on track. HIMS projects 2026 revenues of $2.7–$2.9 billion, above consensus, and expects strong subscriber growth in weight loss offerings despite temporary GLP-1 headwinds. The Eucalyptus acquisition is set to add at least $200 million to 2026 revenues, positioning HIMS for a $3.25–$4 billion annualized run rate entering 2027.
Hims & Hers Health, Inc. faces severe volatility, regulatory scrutiny, and legal risks, especially in its weight-loss drug segment, yet I maintain a cautious BUY rating. Q4 results showed revenue of $617.8M (+28% YoY) and adjusted EBITDA of $66.3M, but subscriber growth and Q1 guidance disappointed due to GLP-1 headwinds. International expansion and labs initiatives are key growth drivers, with management targeting $1B+ annual international revenue and $1.3B adjusted EBITDA by 2030.
HIMS reports an earnings beat and strong revenue growth in fourth-quarter 2025, but margin pressure and a softer outlook clouded the quarterly performance.
Shares of Hims & Hers Health ( NYSE:HIMS ) are trading lower this morning after yesterday's earnings, and the reason is straightforward: guidance.
Hims & Hers Health (NYSE: HIMS) delivered a beat on both earnings and profitability in Q4 2025, though a soft 2026 revenue guidance is keeping the stock under pressure after a sharp year-to-date selloff.
Hims & Hers Health, Inc. (HIMS) Q4 2025 Earnings Call Transcript
Hims & Hers Health, Inc. (HIMS) came out with quarterly earnings of $0.07 per share, beating the Zacks Consensus Estimate of $0.02 per share. This compares to earnings of $0.11 per share a year ago.
The wellness platform's results arrived amid heightened legal and regulatory scrutiny over its weight-loss-drug business.