Hims & Hers Reports Weak Q1 Results Amid Strategic Shift
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 14 hours ago
0mins
Should l Buy HIMS?
Source: stocktwits
- Weak Performance Reasons: Hims & Hers reported Q1 revenue of $608.1 million, a 4% increase year-over-year, but fell short of analyst expectations of $616.85 million, resulting in a 13% drop in after-hours trading.
- Strategic Shift Impact: The company's pivot towards branded GLP-1 drugs incurred approximately $33.5 million in restructuring charges and a $15 million legal settlement, indicating financial strain during the initial phase of the new strategy implementation.
- Future Outlook Improvement: Despite the weak Q1 results, Hims & Hers raised its full-year 2026 revenue guidance to between $2.8 billion and $3.0 billion, with adjusted core profit expected to be between $275 million and $350 million, reflecting confidence in future growth.
- User Growth and Market Reaction: Despite challenges, Hims & Hers saw subscriber growth reach 2.6 million, a 9% year-over-year increase, while retail sentiment on Stocktwits shifted from 'bearish' to 'extremely bullish', indicating market interest in the company's strategic transformation.
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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: 29.140
Low
16.50
Averages
32.95
High
60.00
Current: 29.140
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.
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- Adjusted EBITDA Drop: The company's adjusted EBITDA fell from $91 million last year to $44 million, reflecting declining operational efficiency and increasing cost pressures, which may undermine investor confidence moving forward.
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- Q1 Earnings Miss: The company reported Q1 revenue of $608.1 million, a 4% increase year-over-year, but below Wall Street's expectation of $616.85 million, leading to a more than 15% drop in pre-market trading, reflecting investor concerns over performance.
- Analyst Rating Changes: Citi raised its price target for Hims from $24 to $28 while maintaining a 'Neutral' rating, and Needham increased its target from $30 to $35 with a 'Buy' rating, indicating confidence in the company's long-term growth potential.
- Retail Sentiment Shift: Despite the poor earnings report, retail sentiment on Stocktwits shifted from 'bearish' to 'neutral', with message volumes surging over 1,350% in 24 hours, reflecting divided opinions on Hims & Hers' future performance.
See More
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- Financial Decline: Hims & Hers reported a net loss of $92 million in Q1, significantly worsening from a $50 million loss in the same period last year, indicating severe challenges in profitability.
- Adjusted EBITDA Drop: The company's adjusted EBITDA fell from $91 million last year to $44 million, reflecting declining operational efficiency and increasing cost pressures, which may undermine investor confidence moving forward.
- Weak Revenue Growth: Although revenue increased by 4% to $608 million, the average monthly revenue per subscriber decreased from $85 to $80, suggesting weakened consumer spending willingness that could impact long-term growth potential.
- Poor Outlook: Hims expects Q2 revenue between $680 million and $700 million, with a full-year forecast of up to $3 billion, but analysts believe this guidance falls short of market expectations, potentially leading to further stock price declines.
See More
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- Earnings Decline: Hims & Hers Health reported a loss of $0.40 per share for Q1, significantly missing analysts' expectations of a $0.04 profit, highlighting the financial strain during the company's transition period.
- Strategic Shift: The company pivoted towards branded GLP-1 weight-loss drugs during the quarter, which is expected to lead to profitability by 2027, but has pressured margins and domestic sales in the short term.
- Revenue Recognition Changes: The shift to shorter shipping schedules altered the timing of revenue recognition for some weight-loss products, impacting overall U.S. revenue performance and reflecting the challenges the company faces in adapting to the new market environment.
- Regulatory Risks: The FDA's restrictions on compounded versions of GLP-1 drugs and referral to the Department of Justice pose potential legal risks, with this news previously causing the company's shares to drop over 10% earlier this year.
See More
