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.
With the health care sector remaining mostly flat several weeks into 2026, one of last year's success stories has turned into an investor nightmare as shares of Hims & Hers Health NYSE: HIMS continue to plummet from their record highs.
HIMS is accelerating AI-driven preventive care with new menopause, low testosterone and multi-cancer testing, deepening its personalized digital health platform.
Hims & Hers (NYSE:HIMS) announced on Thursday that it has entered a definitive agreement to acquire Australian digital health company Eucalyptus in a deal valued at up to $1.15 billion. The acquisition is expected to strengthen Hims & Hers' international presence and expand its personalized healthcare offerings.
HIMS fourth-quarter 2025 results are likely to benefit from new specialties and global expansion, but higher costs and GLP-1 scrutiny could cloud earnings.
Shares of Hims & Hers Health rallied in early Thursday trading, after the health-and-wellness platform announced a deal to buy an Australia-based telehealth provider.