Hims & Hers Faces Regulatory Pressure and Stock Decline
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Should l Buy HIMS?
Source: stocktwits
- Stock Volatility: Hims & Hers shares traded mostly in the red throughout February, with a brief rise on February 13 due to a Super Bowl ad and the appointment of Robert F. Kennedy Jr., ultimately falling to $15.63, a 1.2% decline from September levels.
- Financial Expectations: Analysts forecast Hims will report Q4 revenue of $617.25 million, up from $598.98 million in the previous quarter, but EBITDA is expected to drop to $60.45 million from $78.36 million, indicating significant profitability pressure on the company.
- Legal Challenges: Hims faced strong backlash from regulators for launching a compounded version of Novo Nordisk's Wegovy, with the FDA warning of swift action against companies mass-marketing copycat drugs, forcing Hims to halt sales of the product and increasing market uncertainty.
- Acquisition Deal: Although Hims agreed to acquire Eucalyptus for up to $1.15 billion, including $240 million in cash at closing, the deal failed to boost its stock price, as market sentiment remains pessimistic amid regulatory pressures and legal battles, leading analysts to lower their price targets.
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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: 15.820
Low
16.50
Averages
32.95
High
60.00
Current: 15.820
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 Health Set to Release Q4 Earnings on February 23
- Earnings Announcement: Hims & Hers Health is set to announce its Q4 earnings on February 23 after market close, with consensus EPS estimate at $0.19 and revenue expected to reach $617.25 million, reflecting a 28.3% year-over-year growth, which could significantly impact the company's market performance.
- Earnings Performance Insight: Over the past year, Hims & Hers has beaten EPS estimates 0% of the time, yet has achieved a 100% success rate in exceeding revenue expectations, indicating stability in revenue growth despite challenges in profitability.
- Estimate Revision Trends: In the last three months, there have been no upward revisions to EPS estimates, with one downward revision, while revenue estimates saw one upward and three downward revisions, suggesting mixed market sentiment regarding the company's future earnings potential, which may affect investor confidence.
- Market Risk Factors: The increase in short interest for Hims & Hers is primarily linked to legal risks associated with its weight loss pill, which could negatively impact the upcoming earnings report, necessitating close monitoring of developments in this area.
See More
Hims & Hers Faces Regulatory Pressure and Stock Decline
- Stock Volatility: Hims & Hers shares traded mostly in the red throughout February, with a brief rise on February 13 due to a Super Bowl ad and the appointment of Robert F. Kennedy Jr., ultimately falling to $15.63, a 1.2% decline from September levels.
- Financial Expectations: Analysts forecast Hims will report Q4 revenue of $617.25 million, up from $598.98 million in the previous quarter, but EBITDA is expected to drop to $60.45 million from $78.36 million, indicating significant profitability pressure on the company.
- Legal Challenges: Hims faced strong backlash from regulators for launching a compounded version of Novo Nordisk's Wegovy, with the FDA warning of swift action against companies mass-marketing copycat drugs, forcing Hims to halt sales of the product and increasing market uncertainty.
- Acquisition Deal: Although Hims agreed to acquire Eucalyptus for up to $1.15 billion, including $240 million in cash at closing, the deal failed to boost its stock price, as market sentiment remains pessimistic amid regulatory pressures and legal battles, leading analysts to lower their price targets.
See More
Wall Street Focus This Week: Nvidia Earnings Report
- Nvidia Earnings Expectations: Nvidia is set to report its fiscal 2026 Q4 earnings on Wednesday, with expected revenues of $65.87 billion, reflecting a 67.5% year-over-year growth, and earnings per share of $1.53, up 72%, providing crucial insights into the state of AI development.
- Salesforce Performance Focus: Salesforce will release its quarterly results on Wednesday, with consensus EPS of $3.04 and revenue of $11.16 billion, as investors closely watch management's insights on AI and the adoption of its Agentforce offering to assess long-term competitiveness.
- Retailers' Earnings Impact: Home Depot and TJX Companies are reporting this week, with Home Depot expected to post EPS of $2.54 and revenue of $38.12 billion, discussing the impact of interest rates on consumer behavior, while TJX anticipates 3.83% same-store sales growth, focusing on changes in shopping habits.
- Qnity's First Earnings Report: Qnity will deliver its first earnings report as a standalone company on Thursday, with expectations of $0.58 EPS and $1.16 billion in revenue, as analysts seek insights into its market positioning amid booming AI semiconductor demand and high-bandwidth memory pricing.
See More
Hims & Hers Plummets: Analysts Predict Nearly 150% Potential Growth
Current Market Performance: Him & Hers Health has seen a significant decline in stock value, losing over 75% since its peak in May 2025, with analysts remaining surprisingly bullish despite the downturn.
Legal Challenges: The company is facing a lawsuit from Novo Nordisk, accusing it of unlawful marketing practices related to its FDA-approved medications, which has contributed to its recent struggles.
Future Earnings Expectations: Analysts anticipate a rebound in earnings per share (EPS) for Him & Hers Health, projecting a return to profitability alongside expected quarterly revenues of $619 million.
Market Growth Projections: The global telehealth market is forecasted to grow significantly, with Him & Hers Health expected to benefit from increasing demand in both telehealth and sexual wellness segments, despite current challenges.
See More
Retail Investors Hype Five Hot Stocks This Week
- Super Micro Computer Buzz: Retail investors are so bullish on Super Micro Computer (SMCI) that they jokingly consider betting their entire portfolio on it, despite a 45.74% annual decline and current trading around $32 to $35, indicating high risk and potential reward in the short term.
- Hims & Hers Health Outlook: Hims & Hers (HIMS) is believed to potentially break above $20, even though it has seen a staggering 76.18% decline over the year, trading around $15 to $16, reflecting a mix of investor optimism and inherent risks regarding its recovery prospects.
- Blue Owl Capital Concerns: Blue Owl Capital (OWL) faces investor concerns over withdrawal limits, with current trading between $11 to $13 and a 49.87% annual decline, yet it maintains a solid growth score, suggesting potential investment opportunities amidst the challenges.
- Walmart Market Performance: Walmart (WMT) is viewed as a catalyst for a rotation back into tech stocks, trading around $124 to $125 with a 28.45% annual return, demonstrating relative strength in a volatile market environment.
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Seattle Seahawks Initiate Sale Process Following Paul Allen's Estate
- Sale Process Initiated: The Seattle Seahawks officially kick off the sale process following Paul Allen's death, hiring Allen & Co. and Latham & Watkins as advisors, marking a significant transition for the franchise.
- Historical Context: Paul Allen purchased the Seahawks in 1997 and led the team to its first Super Bowl victory in 2013, and the sale will conclude his long-term influence on the franchise.
- Succession Management: After Allen's passing, his sister Jody Allen became the chair of the team, and under the terms of Allen's will, the Seahawks are to be sold at a future date, with proceeds likely directed toward charitable causes.
- Charitable Impact: The proceeds from the sale are expected to support various charitable initiatives, reflecting the Allen family's commitment to social responsibility, while also potentially impacting the team's future operations and management structure.
See More
Hims & Hers Health Set to Release Q4 Earnings on February 23
- Earnings Announcement: Hims & Hers Health is set to announce its Q4 earnings on February 23 after market close, with consensus EPS estimate at $0.19 and revenue expected to reach $617.25 million, reflecting a 28.3% year-over-year growth, which could significantly impact the company's market performance.
- Earnings Performance Insight: Over the past year, Hims & Hers has beaten EPS estimates 0% of the time, yet has achieved a 100% success rate in exceeding revenue expectations, indicating stability in revenue growth despite challenges in profitability.
- Estimate Revision Trends: In the last three months, there have been no upward revisions to EPS estimates, with one downward revision, while revenue estimates saw one upward and three downward revisions, suggesting mixed market sentiment regarding the company's future earnings potential, which may affect investor confidence.
- Market Risk Factors: The increase in short interest for Hims & Hers is primarily linked to legal risks associated with its weight loss pill, which could negatively impact the upcoming earnings report, necessitating close monitoring of developments in this area.
See More
Hims & Hers Faces Regulatory Pressure and Stock Decline
- Stock Volatility: Hims & Hers shares traded mostly in the red throughout February, with a brief rise on February 13 due to a Super Bowl ad and the appointment of Robert F. Kennedy Jr., ultimately falling to $15.63, a 1.2% decline from September levels.
- Financial Expectations: Analysts forecast Hims will report Q4 revenue of $617.25 million, up from $598.98 million in the previous quarter, but EBITDA is expected to drop to $60.45 million from $78.36 million, indicating significant profitability pressure on the company.
- Legal Challenges: Hims faced strong backlash from regulators for launching a compounded version of Novo Nordisk's Wegovy, with the FDA warning of swift action against companies mass-marketing copycat drugs, forcing Hims to halt sales of the product and increasing market uncertainty.
- Acquisition Deal: Although Hims agreed to acquire Eucalyptus for up to $1.15 billion, including $240 million in cash at closing, the deal failed to boost its stock price, as market sentiment remains pessimistic amid regulatory pressures and legal battles, leading analysts to lower their price targets.
See More
Wall Street Focus This Week: Nvidia Earnings Report
- Nvidia Earnings Expectations: Nvidia is set to report its fiscal 2026 Q4 earnings on Wednesday, with expected revenues of $65.87 billion, reflecting a 67.5% year-over-year growth, and earnings per share of $1.53, up 72%, providing crucial insights into the state of AI development.
- Salesforce Performance Focus: Salesforce will release its quarterly results on Wednesday, with consensus EPS of $3.04 and revenue of $11.16 billion, as investors closely watch management's insights on AI and the adoption of its Agentforce offering to assess long-term competitiveness.
- Retailers' Earnings Impact: Home Depot and TJX Companies are reporting this week, with Home Depot expected to post EPS of $2.54 and revenue of $38.12 billion, discussing the impact of interest rates on consumer behavior, while TJX anticipates 3.83% same-store sales growth, focusing on changes in shopping habits.
- Qnity's First Earnings Report: Qnity will deliver its first earnings report as a standalone company on Thursday, with expectations of $0.58 EPS and $1.16 billion in revenue, as analysts seek insights into its market positioning amid booming AI semiconductor demand and high-bandwidth memory pricing.
See More
Hims & Hers Plummets: Analysts Predict Nearly 150% Potential Growth
Current Market Performance: Him & Hers Health has seen a significant decline in stock value, losing over 75% since its peak in May 2025, with analysts remaining surprisingly bullish despite the downturn.
Legal Challenges: The company is facing a lawsuit from Novo Nordisk, accusing it of unlawful marketing practices related to its FDA-approved medications, which has contributed to its recent struggles.
Future Earnings Expectations: Analysts anticipate a rebound in earnings per share (EPS) for Him & Hers Health, projecting a return to profitability alongside expected quarterly revenues of $619 million.
Market Growth Projections: The global telehealth market is forecasted to grow significantly, with Him & Hers Health expected to benefit from increasing demand in both telehealth and sexual wellness segments, despite current challenges.
See More
Retail Investors Hype Five Hot Stocks This Week
- Super Micro Computer Buzz: Retail investors are so bullish on Super Micro Computer (SMCI) that they jokingly consider betting their entire portfolio on it, despite a 45.74% annual decline and current trading around $32 to $35, indicating high risk and potential reward in the short term.
- Hims & Hers Health Outlook: Hims & Hers (HIMS) is believed to potentially break above $20, even though it has seen a staggering 76.18% decline over the year, trading around $15 to $16, reflecting a mix of investor optimism and inherent risks regarding its recovery prospects.
- Blue Owl Capital Concerns: Blue Owl Capital (OWL) faces investor concerns over withdrawal limits, with current trading between $11 to $13 and a 49.87% annual decline, yet it maintains a solid growth score, suggesting potential investment opportunities amidst the challenges.
- Walmart Market Performance: Walmart (WMT) is viewed as a catalyst for a rotation back into tech stocks, trading around $124 to $125 with a 28.45% annual return, demonstrating relative strength in a volatile market environment.
See More
Seattle Seahawks Initiate Sale Process Following Paul Allen's Estate
- Sale Process Initiated: The Seattle Seahawks officially kick off the sale process following Paul Allen's death, hiring Allen & Co. and Latham & Watkins as advisors, marking a significant transition for the franchise.
- Historical Context: Paul Allen purchased the Seahawks in 1997 and led the team to its first Super Bowl victory in 2013, and the sale will conclude his long-term influence on the franchise.
- Succession Management: After Allen's passing, his sister Jody Allen became the chair of the team, and under the terms of Allen's will, the Seahawks are to be sold at a future date, with proceeds likely directed toward charitable causes.
- Charitable Impact: The proceeds from the sale are expected to support various charitable initiatives, reflecting the Allen family's commitment to social responsibility, while also potentially impacting the team's future operations and management structure.
See More
