Hims & Hers (HIMS) Earnings Call Transcript
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 24 2026
0mins
Source: NASDAQ.COM
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Analyst Views on HIMS
Wall Street analysts forecast HIMS stock price to rise
12 Analyst Rating
3 Buy
6 Hold
3 Sell
Hold
Current: 26.150
Low
16.50
Averages
32.95
High
60.00
Current: 26.150
Low
16.50
Averages
32.95
High
60.00
About HIMS
Hims & Hers Health, Inc. provides a consumer-first platform, which helps customers to fulfill their health and wellness needs. Its platform includes access to a provider network, a clinically focused electronic medical record system, digital prescriptions, cloud pharmacy fulfillment, and personalization capabilities. Its digital platform enables access to treatments for a range of chronic conditions, including those related to sexual health, hair loss, dermatology, mental health, and weight loss. It connects patients to licensed healthcare professionals who can prescribe medications when appropriate and prescriptions are fulfilled online through licensed pharmacies on a subscription basis. It also offers access to a range of health and wellness products designed to meet individual needs, which can include curated prescription and non-prescription products. Through its mobile applications, consumers can access a range of educational programs, wellness content, and other services.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Hims & Hers Expands Health Services Partnerships
- Partnership Expansion: Hims & Hers has added eight new partners to its Benefits program, broadening its service offerings in fitness, nutrition, and women's health, which enhances its competitive position as a comprehensive healthcare platform.
- International Market Entry: The company launched generic Semaglutide in Canada, marking its first international rollout of a generic GLP-1 product, which is expected to drive international expansion of its weight-loss business and diversify revenue streams.
- AI Healthcare Innovation: Hims introduced Labs AI, providing personalized analysis of lab results and health risks, indicating a strategic move into AI healthcare tools aimed at improving user experience and health management capabilities.
- Investor Sentiment Fluctuation: While former Netflix CFO David Wells' purchase of Hims shares signals confidence, Bank of America has lowered its price target, reflecting market skepticism about the company's growth prospects amid increasing competition in the GLP-1 market.
See More
Hims & Hers Expands Health Benefits Program
- Health Benefits Expansion: Hims & Hers has announced the expansion of its health benefits program to include ten partners, such as MyFitnessPal and HelloFresh, aiming to enhance user overall health experience by integrating top tools across nutrition, fitness, and women's health.
- Personalized Service Enhancement: New partners offer diverse services, including AI coaching from iFIT and strength training from Ladder, helping users create science-backed workout plans tailored to their personal goals, thereby increasing user engagement and satisfaction.
- Subscription Incentives to Attract Users: Hims & Hers is providing various discounts for new services, such as a 15% discount on MyFitnessPal and eleven free meals from HelloFresh, aiming to attract more users through affordable health options and enhance customer loyalty.
- Commitment to Continuous Growth: Hims & Hers plans to continue adding new partners to further enrich its health benefits offerings, reflecting the company's long-term commitment to user health and aiming to enhance market competitiveness by providing comprehensive health management tools.
See More
Hims & Hers Stock Rises Over 7% After Director's $1M Purchase
- Director's Stock Purchase: Hims & Hers Health's director David Wells disclosed the purchase of over 48,400 shares worth more than $1.2 million on Tuesday, indicating confidence in the company's future, which may attract more investor interest.
- Increased Shareholding: This transaction raises Wells's stake to 224,400 shares, reflecting his optimism about the company's long-term value, which could help stabilize the stock price and enhance market confidence.
- Positive Market Reaction: The stock rose over 7% in early trading, indicating a positive market response to the director's purchase, potentially alleviating negative sentiment stemming from the company's recent earnings miss.
- Ongoing Financial Challenges: Despite the recent stock rebound, Hims & Hers has lost over 20% of its value this year, with analysts noting that its pivot to brand-name drugs may face earnings headwinds, necessitating close monitoring of future performance.
See More
Former Netflix CFO David Wells Buys HIMS Shares Amid Market Concerns
- Confidence in Holdings: Former Netflix CFO David Wells purchased 48,400 shares of HIMS at $24.235 each on Tuesday, totaling approximately $1.17 million, indicating his confidence in the company's future despite market caution regarding HIMS's GLP-1 growth outlook.
- Earnings Warning Impact: HIMS's Q1 results missed revenue and earnings estimates, prompting a cautious investor sentiment, even as the company raised its 2026 revenue guidance to between $2.8 billion and $3 billion, raising concerns about the sustainability of its GLP-1 growth.
- Intensifying Competition Challenges: HIMS faces increasing pressure from branded, compounded, and generic obesity drugs as Eli Lilly and Novo Nordisk compete fiercely, particularly following HIMS's launch of generic Semaglutide in Canada, which has raised doubts about its future growth prospects.
- AI Healthcare Innovation: HIMS recently launched Labs AI, a healthcare assistant that aids users in analyzing biomarker trends and health risks, showcasing the company's proactive approach to expanding its AI healthcare initiatives to meet future market demands and consumer preferences.
See More
Hims Launches Generic Semaglutide in Canada
- Market Access: Hims has launched generic Semaglutide in Canada at C$149 per month, significantly lower than the C$200-C$400 range for branded Ozempic, which is expected to attract a large number of cost-conscious patients and expand market share.
- Patent Expiration Impact: Novo Nordisk's failure to pay a C$250 patent maintenance fee led to the early expiration of its Semaglutide patent, allowing Hims to quickly enter the competitive GLP-1 market, thereby enhancing its market competitiveness.
- Product Portfolio Expansion: The generic drug offered by Hims is manufactured by Apotex, marking the company's first international rollout, while also providing branded GLP-1 drugs through a partnership with Novo Nordisk, further enriching its product line.
- Intensifying Industry Competition: With Lilly's new drug Retatrutide showing an average weight loss of 28.3% in clinical data, Hims' market strategy will face increased pressure, necessitating continuous innovation to maintain its competitive edge.
See More
Hims & Hers Launches Generic GLP-1 Therapy in Canada
- Generic Launch: Hims & Hers Health has launched a generic version of Novo Nordisk's GLP-1 therapy semaglutide in Canada, marking a significant advancement in personalized treatment plans with a starting price of C$149 per month, which is expected to attract more patients.
- Increased Market Competition: Following Novo Nordisk's loss of Canadian market exclusivity in January, the introduction of generics will allow leading manufacturers like Teva and Sandoz to enter the market, intensifying competition and potentially driving down prices.
- Medical Adaptability: While the generic semaglutide is approved in Canada for type 2 diabetes, healthcare providers can prescribe it off-label for weight management based on clinical judgment, demonstrating the drug's flexibility across different treatment areas.
- Industry Dynamics: India's Dr. Reddy's launched its generic Ozempic in Canada last week, becoming the first G7 nation to approve a knockoff version, further driving market interest and demand for GLP-1 therapies.
See More
Hims & Hers Expands Health Services Partnerships
- Partnership Expansion: Hims & Hers has added eight new partners to its Benefits program, broadening its service offerings in fitness, nutrition, and women's health, which enhances its competitive position as a comprehensive healthcare platform.
- International Market Entry: The company launched generic Semaglutide in Canada, marking its first international rollout of a generic GLP-1 product, which is expected to drive international expansion of its weight-loss business and diversify revenue streams.
- AI Healthcare Innovation: Hims introduced Labs AI, providing personalized analysis of lab results and health risks, indicating a strategic move into AI healthcare tools aimed at improving user experience and health management capabilities.
- Investor Sentiment Fluctuation: While former Netflix CFO David Wells' purchase of Hims shares signals confidence, Bank of America has lowered its price target, reflecting market skepticism about the company's growth prospects amid increasing competition in the GLP-1 market.
See More
Hims & Hers Expands Health Benefits Program
- Health Benefits Expansion: Hims & Hers has announced the expansion of its health benefits program to include ten partners, such as MyFitnessPal and HelloFresh, aiming to enhance user overall health experience by integrating top tools across nutrition, fitness, and women's health.
- Personalized Service Enhancement: New partners offer diverse services, including AI coaching from iFIT and strength training from Ladder, helping users create science-backed workout plans tailored to their personal goals, thereby increasing user engagement and satisfaction.
- Subscription Incentives to Attract Users: Hims & Hers is providing various discounts for new services, such as a 15% discount on MyFitnessPal and eleven free meals from HelloFresh, aiming to attract more users through affordable health options and enhance customer loyalty.
- Commitment to Continuous Growth: Hims & Hers plans to continue adding new partners to further enrich its health benefits offerings, reflecting the company's long-term commitment to user health and aiming to enhance market competitiveness by providing comprehensive health management tools.
See More
Hims & Hers Stock Rises Over 7% After Director's $1M Purchase
- Director's Stock Purchase: Hims & Hers Health's director David Wells disclosed the purchase of over 48,400 shares worth more than $1.2 million on Tuesday, indicating confidence in the company's future, which may attract more investor interest.
- Increased Shareholding: This transaction raises Wells's stake to 224,400 shares, reflecting his optimism about the company's long-term value, which could help stabilize the stock price and enhance market confidence.
- Positive Market Reaction: The stock rose over 7% in early trading, indicating a positive market response to the director's purchase, potentially alleviating negative sentiment stemming from the company's recent earnings miss.
- Ongoing Financial Challenges: Despite the recent stock rebound, Hims & Hers has lost over 20% of its value this year, with analysts noting that its pivot to brand-name drugs may face earnings headwinds, necessitating close monitoring of future performance.
See More
Former Netflix CFO David Wells Buys HIMS Shares Amid Market Concerns
- Confidence in Holdings: Former Netflix CFO David Wells purchased 48,400 shares of HIMS at $24.235 each on Tuesday, totaling approximately $1.17 million, indicating his confidence in the company's future despite market caution regarding HIMS's GLP-1 growth outlook.
- Earnings Warning Impact: HIMS's Q1 results missed revenue and earnings estimates, prompting a cautious investor sentiment, even as the company raised its 2026 revenue guidance to between $2.8 billion and $3 billion, raising concerns about the sustainability of its GLP-1 growth.
- Intensifying Competition Challenges: HIMS faces increasing pressure from branded, compounded, and generic obesity drugs as Eli Lilly and Novo Nordisk compete fiercely, particularly following HIMS's launch of generic Semaglutide in Canada, which has raised doubts about its future growth prospects.
- AI Healthcare Innovation: HIMS recently launched Labs AI, a healthcare assistant that aids users in analyzing biomarker trends and health risks, showcasing the company's proactive approach to expanding its AI healthcare initiatives to meet future market demands and consumer preferences.
See More
Hims Launches Generic Semaglutide in Canada
- Market Access: Hims has launched generic Semaglutide in Canada at C$149 per month, significantly lower than the C$200-C$400 range for branded Ozempic, which is expected to attract a large number of cost-conscious patients and expand market share.
- Patent Expiration Impact: Novo Nordisk's failure to pay a C$250 patent maintenance fee led to the early expiration of its Semaglutide patent, allowing Hims to quickly enter the competitive GLP-1 market, thereby enhancing its market competitiveness.
- Product Portfolio Expansion: The generic drug offered by Hims is manufactured by Apotex, marking the company's first international rollout, while also providing branded GLP-1 drugs through a partnership with Novo Nordisk, further enriching its product line.
- Intensifying Industry Competition: With Lilly's new drug Retatrutide showing an average weight loss of 28.3% in clinical data, Hims' market strategy will face increased pressure, necessitating continuous innovation to maintain its competitive edge.
See More
Hims & Hers Launches Generic GLP-1 Therapy in Canada
- Generic Launch: Hims & Hers Health has launched a generic version of Novo Nordisk's GLP-1 therapy semaglutide in Canada, marking a significant advancement in personalized treatment plans with a starting price of C$149 per month, which is expected to attract more patients.
- Increased Market Competition: Following Novo Nordisk's loss of Canadian market exclusivity in January, the introduction of generics will allow leading manufacturers like Teva and Sandoz to enter the market, intensifying competition and potentially driving down prices.
- Medical Adaptability: While the generic semaglutide is approved in Canada for type 2 diabetes, healthcare providers can prescribe it off-label for weight management based on clinical judgment, demonstrating the drug's flexibility across different treatment areas.
- Industry Dynamics: India's Dr. Reddy's launched its generic Ozempic in Canada last week, becoming the first G7 nation to approve a knockoff version, further driving market interest and demand for GLP-1 therapies.
See More
