Hims & Hers Health (HIMS) reported earnings 30 days ago. What's next for the stock?
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.
HIMS expands its integrated telehealth ecosystem with a new weight-loss membership and a planned Eucalyptus acquisition to broaden virtual care.
Hims & Hers and Tempus AI are taking different paths in AI-driven healthcare, but which stock offers stronger upside now? Let's dive in.
Hims & Hers Health (NYSE: HIMS) faces a demanding customer acquisition challenge to hit its 2026 revenue guidance amid rising churn risks tied to its oral Wegovy subscription model, Bank of America said. Analysts estimate HIMS would need to add approximately 225,000 new oral Wegovy subscribers per quarter from the second through fourth quarters of 2026 to reach the midpoint of its full-year sales guidance.
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.
Hims & Hers (NYSE:HIMS) is dominating headlines this week because the GLP-1 darling just delivered one of the ugliest quarters in the telehealth sector's short history, and bargain hunters are circling the wreckage.
Hims & Hers faces profit pressure in first-quarter 2026, though subscribers increase and a Novo Nordisk GLP-1 partnership broadens weight-loss care.
Recently, Zacks.com users have been paying close attention to Hims & Hers Health (HIMS). This makes it worthwhile to examine what the stock has in store.
Hims & Hers Health delivered a misunderstood Q1-26, raising FY-26 guidance and reaffirming 2030 revenue and EBITDA targets despite negative sentiment. The transition from compounded to branded GLP-1s pressured margins, but normalized gross margins remain robust and marketing spend is a lever for profitability. Subscriber growth is poised to reaccelerate, with expectations of 100k new weight loss subscribers per month via the Novo partnership, supporting a 30–35% YoY increase.
I'm upgrading Hims & Hers Health to a buy as the branded GLP-1 transition outpaces my expectations, in turn restores growth visibility. HIMS shipped 125,000 Wegovy units in six weeks, and management is now guiding for 100,000+ monthly weight-loss subscriber additions. My three main concerns, including identity crisis, growth engine, and regulatory overhang, are resolved, but margin compression remains a risk.
Hims & Hers Health raised FY2026 revenue guidance to $2.8-$3.0 billion despite reporting a heavily distorted quarterly EPS loss. More than 125,000 Wegovy shipments in six weeks suggest Novo conversion rates are materially outperforming bearish expectations. Gross margin fell to 65%, but adjusted gross margin exceeded 70% after excluding $33 million in restructuring charges.