Hims & Hers Health Reports Strong Q4 2025 Earnings with Strategic Expansion Plans
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Should l Buy HIMS?
Source: seekingalpha
- Significant Revenue Growth: Hims & Hers reported Q4 2025 revenue of $618 million, representing a 28% year-over-year increase, with full-year revenue reaching $2.35 billion, marking a remarkable 59% growth, indicating strong momentum in the healthcare management sector.
- User Base Expansion: By year-end, the platform surpassed 2.5 million subscribers, with monthly revenue per average subscriber increasing by 11% year-over-year to $83, demonstrating success in user acquisition and retention, further solidifying its market position.
- International Market Expansion: Through acquisitions of ZAVA, Livewell, and the upcoming acquisition of Eucalyptus, the company aims to scale its international business to over $1 billion in revenue within three years, with at least $200 million in revenue contributions expected from international markets in 2026, showcasing its ambitious globalization strategy.
- Optimistic Future Outlook: Management anticipates Q1 2026 revenue in the range of $600 million to $625 million, with full-year revenue projected between $2.7 billion and $2.9 billion, reflecting a year-over-year increase of 15% to 24%, alongside adjusted EBITDA expectations of $300 million to $375 million, highlighting confidence in future growth.
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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 Reports Strong Q4 2025 Earnings with Strategic Expansion Plans
- Significant Revenue Growth: Hims & Hers reported Q4 2025 revenue of $618 million, representing a 28% year-over-year increase, with full-year revenue reaching $2.35 billion, marking a remarkable 59% growth, indicating strong momentum in the healthcare management sector.
- User Base Expansion: By year-end, the platform surpassed 2.5 million subscribers, with monthly revenue per average subscriber increasing by 11% year-over-year to $83, demonstrating success in user acquisition and retention, further solidifying its market position.
- International Market Expansion: Through acquisitions of ZAVA, Livewell, and the upcoming acquisition of Eucalyptus, the company aims to scale its international business to over $1 billion in revenue within three years, with at least $200 million in revenue contributions expected from international markets in 2026, showcasing its ambitious globalization strategy.
- Optimistic Future Outlook: Management anticipates Q1 2026 revenue in the range of $600 million to $625 million, with full-year revenue projected between $2.7 billion and $2.9 billion, reflecting a year-over-year increase of 15% to 24%, alongside adjusted EBITDA expectations of $300 million to $375 million, highlighting confidence in future growth.
See More
Hims & Hers 2026 Revenue Outlook Falls Short of Expectations
- 2026 Revenue Forecast: Hims & Hers projects 2026 revenue between $2.7 billion and $2.9 billion, falling short of the $2.71 billion consensus, which has raised investor concerns about future growth, resulting in nearly a 10% drop in after-hours trading.
- Subscriber Growth: The company ended the year with over 2.5 million subscribers, a 13% increase year-over-year, indicating a stable user base that could support future revenue despite the disappointing overall revenue outlook.
- Adjusted EBITDA Guidance: Hims & Hers anticipates adjusted EBITDA between $300 million and $375 million for 2026, with Q1 expectations of $35 million to $55 million, highlighting profitability challenges amid regulatory risks associated with GLP-1 drugs.
- Diversification Strategy: CEO Andrew Dudum emphasized the company's expansion into labs and hormone therapies, noting that over 70% of lab customers are eligible for additional treatment plans, demonstrating Hims & Hers' commitment to building a multi-category platform to adapt to market changes.
See More
Major U.S. Indices Rise, HIMS Stock Declines
- HIMS Revenue Guidance: Hims & Hers Health Inc. projects first-quarter revenue between $600 million and $625 million, falling short of the $653.12 million estimate, indicating pressure on revenue growth that may affect investor confidence.
- Novo Nordisk Stock Plunge: Novo Nordisk's stock dropped 16.43% to close at $39.63, marking a new 52-week low, with analysts viewing this as a setback that could weaken its competitive position in the obesity market, with future data releases potentially impacting stock performance further.
- PayPal Stock Rise: PayPal's stock increased by 5.76% to $44.05, despite challenges from leadership changes and slowing growth, as market interest in potential acquisitions may provide support for its future development.
- Uber Earnings Outlook: Uber's shares fell 4.25% to $70.72, with investors looking ahead to the earnings report on May 6, 2026, where revenue is expected to reach $13.30 billion, indicating potential for revenue growth despite current stock decline.
See More
Hims & Hers (HIMS) Earnings Call Transcript
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 Health Reports Strong Q4 2025 Earnings with Strategic Expansion Plans
- Significant Revenue Growth: Hims & Hers reported Q4 2025 revenue of $618 million, representing a 28% year-over-year increase, with full-year revenue reaching $2.35 billion, marking a remarkable 59% growth, indicating strong momentum in the healthcare management sector.
- User Base Expansion: By year-end, the platform surpassed 2.5 million subscribers, with monthly revenue per average subscriber increasing by 11% year-over-year to $83, demonstrating success in user acquisition and retention, further solidifying its market position.
- International Market Expansion: Through acquisitions of ZAVA, Livewell, and the upcoming acquisition of Eucalyptus, the company aims to scale its international business to over $1 billion in revenue within three years, with at least $200 million in revenue contributions expected from international markets in 2026, showcasing its ambitious globalization strategy.
- Optimistic Future Outlook: Management anticipates Q1 2026 revenue in the range of $600 million to $625 million, with full-year revenue projected between $2.7 billion and $2.9 billion, reflecting a year-over-year increase of 15% to 24%, alongside adjusted EBITDA expectations of $300 million to $375 million, highlighting confidence in future growth.
See More
Hims & Hers 2026 Revenue Outlook Falls Short of Expectations
- 2026 Revenue Forecast: Hims & Hers projects 2026 revenue between $2.7 billion and $2.9 billion, falling short of the $2.71 billion consensus, which has raised investor concerns about future growth, resulting in nearly a 10% drop in after-hours trading.
- Subscriber Growth: The company ended the year with over 2.5 million subscribers, a 13% increase year-over-year, indicating a stable user base that could support future revenue despite the disappointing overall revenue outlook.
- Adjusted EBITDA Guidance: Hims & Hers anticipates adjusted EBITDA between $300 million and $375 million for 2026, with Q1 expectations of $35 million to $55 million, highlighting profitability challenges amid regulatory risks associated with GLP-1 drugs.
- Diversification Strategy: CEO Andrew Dudum emphasized the company's expansion into labs and hormone therapies, noting that over 70% of lab customers are eligible for additional treatment plans, demonstrating Hims & Hers' commitment to building a multi-category platform to adapt to market changes.
See More
Major U.S. Indices Rise, HIMS Stock Declines
- HIMS Revenue Guidance: Hims & Hers Health Inc. projects first-quarter revenue between $600 million and $625 million, falling short of the $653.12 million estimate, indicating pressure on revenue growth that may affect investor confidence.
- Novo Nordisk Stock Plunge: Novo Nordisk's stock dropped 16.43% to close at $39.63, marking a new 52-week low, with analysts viewing this as a setback that could weaken its competitive position in the obesity market, with future data releases potentially impacting stock performance further.
- PayPal Stock Rise: PayPal's stock increased by 5.76% to $44.05, despite challenges from leadership changes and slowing growth, as market interest in potential acquisitions may provide support for its future development.
- Uber Earnings Outlook: Uber's shares fell 4.25% to $70.72, with investors looking ahead to the earnings report on May 6, 2026, where revenue is expected to reach $13.30 billion, indicating potential for revenue growth despite current stock decline.
See More
Hims & Hers (HIMS) Earnings Call Transcript
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
