Hims & Hers Health Q4 Earnings Beat Expectations
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Should l Buy HIMS?
Source: seekingalpha
- Earnings Highlights: Hims & Hers Health reported a Q4 GAAP EPS of $0.08, beating expectations by $0.03, indicating improved profitability, while revenue reached $617.82 million, a 28.4% year-over-year increase, aligning with market forecasts.
- Q1 2026 Outlook: The company anticipates Q1 revenue between $600 million and $625 million, below the consensus of $652.59 million, reflecting a cautious approach to future growth, with adjusted EBITDA expected to range from $35 million to $55 million, translating to an EBITDA margin of 6% to 9%.
- Full Year Financial Forecast: Hims & Hers expects 2026 revenue between $2.7 billion and $2.9 billion, slightly above the consensus of $2.71 billion, with adjusted EBITDA projected between $300 million and $375 million, indicating an EBITDA margin of 11% to 13%, showcasing sustained profitability amid growth.
- Stock Price Reaction: Following the earnings release, Hims & Hers shares fell 4.38% in after-hours trading, reflecting market caution regarding future revenue expectations, which may impact investor confidence.
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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: 15.630
Low
16.50
Averages
32.95
High
60.00
Current: 15.630
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 Health Reports Strong Q4 but Q1 Guidance Misses Consensus
- Strong Earnings: Hims & Hers Health reported Q4 2025 revenue of approximately $617.8 million, reflecting a robust year-over-year increase of about 28%, indicating strong market performance despite ongoing economic challenges.
- Subscriber Growth: The company saw a 13% year-over-year increase in subscribers, reaching approximately 2.5 million, which demonstrates positive progress in attracting new users and enhances future revenue potential.
- Cash Position Improvement: As of the end of 2025, the company had cash, cash equivalents, and short-term available-for-sale investments totaling $449.2 million, a significant increase from approximately $300.3 million on December 31, 2024, indicating improved financial health.
- Guidance Misses Expectations: While the full-year 2026 revenue guidance ranges from $2.7 billion to $2.9 billion, the Q1 revenue guidance of $600 million to $625 million falls short of the consensus estimate of $652.59 million, leading to a ~3% decline in after-hours trading.
See More
Fourth Quarter Earnings Season Approaches Conclusion
- Nvidia Earnings Anticipation: As the last of the 'Magnificent Seven' tech stocks to report, Nvidia's quarterly results are expected to provide crucial insights into the demand for its high-tech AI chips, which is vital for its positioning in the hundreds of billions spent on AI investments.
- Hims & Hers Revenue Forecast: Hims & Hers reported a fourth-quarter EPS of $0.08, beating Wall Street's estimate of $0.05, but down from $0.11 a year ago, indicating pressure on profitability despite a positive revenue outlook for 2026.
- Domino's Sales Growth: Domino's reported fourth-quarter revenue of $1.54 billion, a 6.4% year-over-year increase that surpassed Wall Street expectations, reflecting ongoing consumer demand for value, although adjusted EPS slightly missed forecasts.
- Domino's Future Outlook: The company expects U.S. same-store sales to grow by 3% and international sales to rise between 1% and 2% in 2026, indicating a continued focus on global market expansion strategies.
See More
Hims & Hers Reports Mixed Q4 Results, Stock Weakens
- Revenue Miss: Hims & Hers Health reported Q4 revenue of $617.82 million, falling short of analyst expectations of $619.22 million, indicating potential market demand weakness that could impact investor confidence moving forward.
- Earnings Beat: The company posted earnings of $0.08 per share, exceeding estimates of $0.03, demonstrating effective cost control that may provide short-term support for the stock price despite revenue concerns.
- Subscriber Growth: With over 2.5 million subscribers, a 13% year-over-year increase, the company is enhancing its market penetration in consumer health, suggesting potential for further market share expansion in the future.
- Cautious Outlook: Hims & Hers expects Q1 revenue between $600 million and $625 million, below the market estimate of $653.12 million, reflecting a cautious stance on future growth that may lead to decreased investor confidence in its long-term strategy.
See More
Hims & Hers Forecasts 2026 Revenue Above Estimates Amid Challenges
- Optimistic Revenue Forecast: Hims & Hers projects 2026 revenue between $2.7 billion and $2.9 billion, exceeding analyst expectations of $2.74 billion, indicating confidence in the growth of personalized healthcare offerings.
- Quarterly Revenue Growth: The company reported quarterly revenue of $617.8 million, a 28% year-over-year increase, yet it fell short of the analysts' average estimate of $619.22 million, reflecting challenges from intensified market competition and shifting consumer demand.
- Product Plan Setback: Hims & Hers initially planned to launch a compounded version of Novo Nordisk's weight-loss drug Wegovy at $49 per month, but had to retract this plan due to strong opposition from the FDA, highlighting the complexities of the regulatory environment.
- Significant Stock Decline: The company's shares have plummeted 52% year-to-date, reflecting investor concerns about future growth prospects, particularly in light of regulatory pressures and market uncertainties.
See More
Hims & Hers Shares Decline: Reasons Behind Disappointing Earnings for Investors.
- Stock Performance: Hims & Hers Health experienced a decline in stock value following the release of mixed quarterly results.
- Outlook: The company provided a weak outlook for the upcoming quarter, contributing to investor concerns.
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 Health Reports Strong Q4 but Q1 Guidance Misses Consensus
- Strong Earnings: Hims & Hers Health reported Q4 2025 revenue of approximately $617.8 million, reflecting a robust year-over-year increase of about 28%, indicating strong market performance despite ongoing economic challenges.
- Subscriber Growth: The company saw a 13% year-over-year increase in subscribers, reaching approximately 2.5 million, which demonstrates positive progress in attracting new users and enhances future revenue potential.
- Cash Position Improvement: As of the end of 2025, the company had cash, cash equivalents, and short-term available-for-sale investments totaling $449.2 million, a significant increase from approximately $300.3 million on December 31, 2024, indicating improved financial health.
- Guidance Misses Expectations: While the full-year 2026 revenue guidance ranges from $2.7 billion to $2.9 billion, the Q1 revenue guidance of $600 million to $625 million falls short of the consensus estimate of $652.59 million, leading to a ~3% decline in after-hours trading.
See More
Fourth Quarter Earnings Season Approaches Conclusion
- Nvidia Earnings Anticipation: As the last of the 'Magnificent Seven' tech stocks to report, Nvidia's quarterly results are expected to provide crucial insights into the demand for its high-tech AI chips, which is vital for its positioning in the hundreds of billions spent on AI investments.
- Hims & Hers Revenue Forecast: Hims & Hers reported a fourth-quarter EPS of $0.08, beating Wall Street's estimate of $0.05, but down from $0.11 a year ago, indicating pressure on profitability despite a positive revenue outlook for 2026.
- Domino's Sales Growth: Domino's reported fourth-quarter revenue of $1.54 billion, a 6.4% year-over-year increase that surpassed Wall Street expectations, reflecting ongoing consumer demand for value, although adjusted EPS slightly missed forecasts.
- Domino's Future Outlook: The company expects U.S. same-store sales to grow by 3% and international sales to rise between 1% and 2% in 2026, indicating a continued focus on global market expansion strategies.
See More
Hims & Hers Reports Mixed Q4 Results, Stock Weakens
- Revenue Miss: Hims & Hers Health reported Q4 revenue of $617.82 million, falling short of analyst expectations of $619.22 million, indicating potential market demand weakness that could impact investor confidence moving forward.
- Earnings Beat: The company posted earnings of $0.08 per share, exceeding estimates of $0.03, demonstrating effective cost control that may provide short-term support for the stock price despite revenue concerns.
- Subscriber Growth: With over 2.5 million subscribers, a 13% year-over-year increase, the company is enhancing its market penetration in consumer health, suggesting potential for further market share expansion in the future.
- Cautious Outlook: Hims & Hers expects Q1 revenue between $600 million and $625 million, below the market estimate of $653.12 million, reflecting a cautious stance on future growth that may lead to decreased investor confidence in its long-term strategy.
See More
Hims & Hers Forecasts 2026 Revenue Above Estimates Amid Challenges
- Optimistic Revenue Forecast: Hims & Hers projects 2026 revenue between $2.7 billion and $2.9 billion, exceeding analyst expectations of $2.74 billion, indicating confidence in the growth of personalized healthcare offerings.
- Quarterly Revenue Growth: The company reported quarterly revenue of $617.8 million, a 28% year-over-year increase, yet it fell short of the analysts' average estimate of $619.22 million, reflecting challenges from intensified market competition and shifting consumer demand.
- Product Plan Setback: Hims & Hers initially planned to launch a compounded version of Novo Nordisk's weight-loss drug Wegovy at $49 per month, but had to retract this plan due to strong opposition from the FDA, highlighting the complexities of the regulatory environment.
- Significant Stock Decline: The company's shares have plummeted 52% year-to-date, reflecting investor concerns about future growth prospects, particularly in light of regulatory pressures and market uncertainties.
See More
Hims & Hers Shares Decline: Reasons Behind Disappointing Earnings for Investors.
- Stock Performance: Hims & Hers Health experienced a decline in stock value following the release of mixed quarterly results.
- Outlook: The company provided a weak outlook for the upcoming quarter, contributing to investor concerns.
See More
