Hims & Hers Health Adjusts EBITDA Guidance, Shares Drop
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 2 hours ago
0mins
Should l Buy HIMS?
Source: CNBC
- Hims & Hers Guidance Cut: Hims & Hers Health has guided for adjusted EBITDA between $35 million and $55 million for the current quarter, significantly below analysts' expectations of $70 million, resulting in a more than 6% drop in shares, indicating market concerns over its profitability.
- Aecom Earnings Guidance Raised: Aecom raised its full-year adjusted earnings guidance to between $5.90 and $6.10 per share, exceeding previous estimates of $5.85 to $6.05, leading to a 2% increase in stock price, reflecting strong performance in the infrastructure consulting sector.
- Webtoon Revenue Miss: Webtoon Entertainment projected second-quarter revenue between $332 million and $342 million, falling short of the $348 million expected by analysts, causing a 15% drop in shares, which reflects market disappointment regarding its growth outlook.
- Gitlab Restructuring Plan Announced: Gitlab CEO Bill Staples outlined a broad restructuring plan involving workforce reductions and management cuts, resulting in an 8% decline in shares during after-hours trading, signaling market apprehension about the company's strategic shift towards agentic AI.
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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: 28.270
Low
16.50
Averages
32.95
High
60.00
Current: 28.270
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 HIMS Q1 2026 Earnings Call Transcript
See More
Hims & Hers Health Adjusts EBITDA Guidance, Shares Drop
- Hims & Hers Guidance Cut: Hims & Hers Health has guided for adjusted EBITDA between $35 million and $55 million for the current quarter, significantly below analysts' expectations of $70 million, resulting in a more than 6% drop in shares, indicating market concerns over its profitability.
- Aecom Earnings Guidance Raised: Aecom raised its full-year adjusted earnings guidance to between $5.90 and $6.10 per share, exceeding previous estimates of $5.85 to $6.05, leading to a 2% increase in stock price, reflecting strong performance in the infrastructure consulting sector.
- Webtoon Revenue Miss: Webtoon Entertainment projected second-quarter revenue between $332 million and $342 million, falling short of the $348 million expected by analysts, causing a 15% drop in shares, which reflects market disappointment regarding its growth outlook.
- Gitlab Restructuring Plan Announced: Gitlab CEO Bill Staples outlined a broad restructuring plan involving workforce reductions and management cuts, resulting in an 8% decline in shares during after-hours trading, signaling market apprehension about the company's strategic shift towards agentic AI.
See More
Hims & Hers Raises 2026 Revenue Forecast Amid Sales Growth
- Revenue Forecast Increase: Hims & Hers raised its 2026 revenue forecast to between $2.8 billion and $3 billion, up from the previous estimate of $2.7 billion to $2.9 billion, indicating strong confidence in the growth of its personalized healthcare offerings, which is expected to drive future performance.
- Partnership Restructuring: The company has partnered with Novo Nordisk to offer the weight-loss drug Wegovy on its platform, resolving a legal dispute that followed Hims' launch of a low-cost compounded alternative, which has since been discontinued, thereby restoring market trust and potentially enhancing product diversity and competitiveness.
- Quarterly Revenue Outlook: Hims expects second-quarter revenue to range from $680 million to $700 million, exceeding analysts' average estimate of $642.95 million, demonstrating strong demand and adaptability in the personalized healthcare sector.
- Stock Price Fluctuation: Despite the optimistic outlook, Hims' shares fell 6% to $27.20 in after-market trading, reflecting market concerns over short-term volatility, which may impact investor confidence.
See More
Markets Hit New Highs as Tech Stocks Surge
- Tech Stocks Surge: Stocks like Lumentum, Coherent, Corning, Western Digital, Micron, Seagate, Qualcomm, and Qnity Electronics have all risen over 5%, indicating strong market confidence in the tech sector, which may drive overall market gains further.
- Energy Stocks Rise: Energy stocks increased alongside oil prices after President Trump indicated challenges to the Iran ceasefire, reflecting market sensitivity to energy price fluctuations that could impact consumer spending and overall economic growth.
- Consumer Confidence Dips: Consumer-related stocks, including TJX Companies and Nike, faced declines, highlighting investor anxiety over the potential economic pressures from rising energy prices, which could dampen consumer spending.
- CPI Report Expectations: The upcoming Consumer Price Index report is expected to show a significant month-over-month increase, with economists predicting a 0.59% rise from March, which may prompt government actions to alleviate economic burdens on consumers, further influencing market sentiment.
See More
NASDAQ 100 Pre-Market Update: Active Stocks and Trends
- Market Performance: The NASDAQ 100 Pre-Market Indicator is down 40.56 points to 29,194.43, indicating cautious market sentiment that may influence short-term investor decisions.
- Active Stocks: Nokia Corporation (NOK) is up $0.27 to $13.09 with a trading volume of 6,532,196 shares, and the current mean recommendation is in the 'buy range', reflecting optimistic market expectations for its future performance.
- Earnings Forecast Revisions: Circle Internet Group, Inc. (CRCL) has risen $2.33 to $116.00, with three upward revisions in earnings forecasts over the past four weeks, projecting an EPS of $0.19 for the fiscal quarter ending June 2026, indicating strong market confidence in its growth potential.
- Target Price Analysis: Hims & Hers Health, Inc. (HIMS) is up $1.19 to $29.46, with its current price at 116.67% of the target price of $25.25, suggesting its market performance exceeds expectations and may attract more investor interest.
See More
GoodRx vs Hims & Hers: Revenue Stagnation vs Growth
- GoodRx Revenue Trends: GoodRx reported a 4.4% year-over-year decline in Q1 2026 sales to $194 million, yet its Pharma Direct business saw an impressive 82% growth, contributing approximately 27% to total revenue, indicating potential amidst stagnation.
- Hims & Hers Growth Performance: Hims & Hers achieved a remarkable 59% year-over-year revenue increase in Q4 2025, reaching $617.8 million, alongside a 13% growth in subscribers, showcasing its strong market position and consumer appeal.
- Market Environment Impact: With the average annual cost of family health plans hitting $27,000 in 2026, fewer Americans have access to primary care, creating a robust tailwind for Hims & Hers' alternative platform, further driving its business growth.
- Investor Considerations: Despite GoodRx's revenue stagnation, the Motley Fool analyst team did not include it in their current top investment stocks list, reflecting a cautious market sentiment regarding its future performance, prompting investors to carefully assess its investment value.
See More
Hims HIMS Q1 2026 Earnings Call Transcript
See More
Hims & Hers Health Adjusts EBITDA Guidance, Shares Drop
- Hims & Hers Guidance Cut: Hims & Hers Health has guided for adjusted EBITDA between $35 million and $55 million for the current quarter, significantly below analysts' expectations of $70 million, resulting in a more than 6% drop in shares, indicating market concerns over its profitability.
- Aecom Earnings Guidance Raised: Aecom raised its full-year adjusted earnings guidance to between $5.90 and $6.10 per share, exceeding previous estimates of $5.85 to $6.05, leading to a 2% increase in stock price, reflecting strong performance in the infrastructure consulting sector.
- Webtoon Revenue Miss: Webtoon Entertainment projected second-quarter revenue between $332 million and $342 million, falling short of the $348 million expected by analysts, causing a 15% drop in shares, which reflects market disappointment regarding its growth outlook.
- Gitlab Restructuring Plan Announced: Gitlab CEO Bill Staples outlined a broad restructuring plan involving workforce reductions and management cuts, resulting in an 8% decline in shares during after-hours trading, signaling market apprehension about the company's strategic shift towards agentic AI.
See More
Hims & Hers Raises 2026 Revenue Forecast Amid Sales Growth
- Revenue Forecast Increase: Hims & Hers raised its 2026 revenue forecast to between $2.8 billion and $3 billion, up from the previous estimate of $2.7 billion to $2.9 billion, indicating strong confidence in the growth of its personalized healthcare offerings, which is expected to drive future performance.
- Partnership Restructuring: The company has partnered with Novo Nordisk to offer the weight-loss drug Wegovy on its platform, resolving a legal dispute that followed Hims' launch of a low-cost compounded alternative, which has since been discontinued, thereby restoring market trust and potentially enhancing product diversity and competitiveness.
- Quarterly Revenue Outlook: Hims expects second-quarter revenue to range from $680 million to $700 million, exceeding analysts' average estimate of $642.95 million, demonstrating strong demand and adaptability in the personalized healthcare sector.
- Stock Price Fluctuation: Despite the optimistic outlook, Hims' shares fell 6% to $27.20 in after-market trading, reflecting market concerns over short-term volatility, which may impact investor confidence.
See More
Markets Hit New Highs as Tech Stocks Surge
- Tech Stocks Surge: Stocks like Lumentum, Coherent, Corning, Western Digital, Micron, Seagate, Qualcomm, and Qnity Electronics have all risen over 5%, indicating strong market confidence in the tech sector, which may drive overall market gains further.
- Energy Stocks Rise: Energy stocks increased alongside oil prices after President Trump indicated challenges to the Iran ceasefire, reflecting market sensitivity to energy price fluctuations that could impact consumer spending and overall economic growth.
- Consumer Confidence Dips: Consumer-related stocks, including TJX Companies and Nike, faced declines, highlighting investor anxiety over the potential economic pressures from rising energy prices, which could dampen consumer spending.
- CPI Report Expectations: The upcoming Consumer Price Index report is expected to show a significant month-over-month increase, with economists predicting a 0.59% rise from March, which may prompt government actions to alleviate economic burdens on consumers, further influencing market sentiment.
See More
NASDAQ 100 Pre-Market Update: Active Stocks and Trends
- Market Performance: The NASDAQ 100 Pre-Market Indicator is down 40.56 points to 29,194.43, indicating cautious market sentiment that may influence short-term investor decisions.
- Active Stocks: Nokia Corporation (NOK) is up $0.27 to $13.09 with a trading volume of 6,532,196 shares, and the current mean recommendation is in the 'buy range', reflecting optimistic market expectations for its future performance.
- Earnings Forecast Revisions: Circle Internet Group, Inc. (CRCL) has risen $2.33 to $116.00, with three upward revisions in earnings forecasts over the past four weeks, projecting an EPS of $0.19 for the fiscal quarter ending June 2026, indicating strong market confidence in its growth potential.
- Target Price Analysis: Hims & Hers Health, Inc. (HIMS) is up $1.19 to $29.46, with its current price at 116.67% of the target price of $25.25, suggesting its market performance exceeds expectations and may attract more investor interest.
See More
GoodRx vs Hims & Hers: Revenue Stagnation vs Growth
- GoodRx Revenue Trends: GoodRx reported a 4.4% year-over-year decline in Q1 2026 sales to $194 million, yet its Pharma Direct business saw an impressive 82% growth, contributing approximately 27% to total revenue, indicating potential amidst stagnation.
- Hims & Hers Growth Performance: Hims & Hers achieved a remarkable 59% year-over-year revenue increase in Q4 2025, reaching $617.8 million, alongside a 13% growth in subscribers, showcasing its strong market position and consumer appeal.
- Market Environment Impact: With the average annual cost of family health plans hitting $27,000 in 2026, fewer Americans have access to primary care, creating a robust tailwind for Hims & Hers' alternative platform, further driving its business growth.
- Investor Considerations: Despite GoodRx's revenue stagnation, the Motley Fool analyst team did not include it in their current top investment stocks list, reflecting a cautious market sentiment regarding its future performance, prompting investors to carefully assess its investment value.
See More
