Trump's New Tariffs Impact Stock Market
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Should l Buy HIMS?
Source: seekingalpha
- Vir Biotechnology Partnership: Vir Biotechnology's shares surged 58% after announcing a partnership with Astellas Pharma to develop VIR-5500 for prostate cancer, involving $335M in upfront payments and up to $1.37B in milestones, indicating strong market potential and future revenue growth.
- IIPR Earnings Beat: Innovative Industrial Properties saw a 4% increase in shares after reporting Q4 earnings that exceeded expectations, with management highlighting portfolio diversification and balance sheet improvements, showcasing the company's stability and growth potential in the market.
- Hims Stock Decline: Hims & Hers Health's shares fell 8% due to disappointing Q1 2026 revenue guidance of $600M–$625M, below the ~$653M consensus, compounded by an SEC investigation that may affect investor confidence and future performance.
- Whirlpool Financing Plan: Whirlpool announced concurrent offerings of common and preferred stock expected to raise about $800M, aimed at repaying borrowings and supporting corporate investments, although this raised dilution concerns and pressured the stock price.
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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
Trump's New Tariffs Impact Stock Market
- Vir Biotechnology Partnership: Vir Biotechnology's shares surged 58% after announcing a partnership with Astellas Pharma to develop VIR-5500 for prostate cancer, involving $335M in upfront payments and up to $1.37B in milestones, indicating strong market potential and future revenue growth.
- IIPR Earnings Beat: Innovative Industrial Properties saw a 4% increase in shares after reporting Q4 earnings that exceeded expectations, with management highlighting portfolio diversification and balance sheet improvements, showcasing the company's stability and growth potential in the market.
- Hims Stock Decline: Hims & Hers Health's shares fell 8% due to disappointing Q1 2026 revenue guidance of $600M–$625M, below the ~$653M consensus, compounded by an SEC investigation that may affect investor confidence and future performance.
- Whirlpool Financing Plan: Whirlpool announced concurrent offerings of common and preferred stock expected to raise about $800M, aimed at repaying borrowings and supporting corporate investments, although this raised dilution concerns and pressured the stock price.
See More
Hims & Hers Health Projects $2.7B–$2.9B Revenue in 2026
- Revenue Projection: Hims & Hers Health projects revenue between $2.7 billion and $2.9 billion for 2026, indicating a proactive strategic focus on global expansion and new specialty product launches to capture growing market demand.
- Global Expansion Strategy: The company is accelerating its global expansion efforts by introducing new specialty products, which is expected to enhance its market competitiveness and attract a broader customer base.
- SEC Investigation Impact: Hims & Hers is currently facing an SEC investigation regarding copycat GLP-1 drugs, which could negatively affect the company's reputation and stock price, prompting investors to closely monitor developments.
- Market Reaction: Following the news of the SEC investigation, Hims & Hers' stock has declined, reflecting market concerns about the company's future prospects, necessitating a cautious assessment of potential risks and opportunities by investors.
See More
IBM Faces Largest Drop in 20 Years Amid AI Selloff
- IBM Stock Plunge: IBM experienced its steepest drop since 2000 on Monday due to an AI-driven selloff, raising investor concerns about the company's future demand for cloud computing and AI, which could impact market confidence.
- Investor Focus on Events: Attention is on Anthropic's product event expected to unveil new features, while President Trump's State of the Union address may propose new cost-cutting measures, influencing market sentiment.
- Nasdaq Futures Recovery: As of 3:00 AM ET Tuesday, Nasdaq, S&P 500, and Russell 2000 futures rose by 0.2%, and Dow futures increased by 0.1%, indicating signs of market stabilization following a sharp selloff.
- Jefferies Maintains Rating: Despite IBM's stock decline, Jefferies maintains a 'Buy' rating and a $370 price target, emphasizing that the company's anticipated 're-acceleration' hinges on broader industry demand for cloud and automation technologies.
See More
Hims & Hers Faces SEC Investigation Amid Revenue Growth
- SEC Investigation Notice: Hims & Hers Health (HIMS) disclosed in its 10-K filing that it received a notification from the SEC's Division of Enforcement regarding an investigation, requiring the preservation of documents related to its public statements on compounded semaglutide, indicating regulatory scrutiny that could impact market trust.
- Uncertain Financial Impact: The company stated it is cooperating with the SEC investigation but cannot predict when it will conclude, making it impossible to assess the potential financial impact, which may lead to decreased investor confidence and affect stock performance.
- Performance Exceeds Expectations: HIMS reported Q4 2025 GAAP EPS of $0.08, beating estimates by $0.03, with revenue rising 28.4% year-over-year to $617.8 million, demonstrating strong performance in other medication areas despite regulatory challenges surrounding GLP-1s.
- Cautious Future Outlook: The company guided for Q1 2026 revenue of $600 million to $625 million, below the consensus estimate of $652.6 million, reflecting a cautious stance on future growth amid regulatory pressures and changing market conditions.
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
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
Trump's New Tariffs Impact Stock Market
- Vir Biotechnology Partnership: Vir Biotechnology's shares surged 58% after announcing a partnership with Astellas Pharma to develop VIR-5500 for prostate cancer, involving $335M in upfront payments and up to $1.37B in milestones, indicating strong market potential and future revenue growth.
- IIPR Earnings Beat: Innovative Industrial Properties saw a 4% increase in shares after reporting Q4 earnings that exceeded expectations, with management highlighting portfolio diversification and balance sheet improvements, showcasing the company's stability and growth potential in the market.
- Hims Stock Decline: Hims & Hers Health's shares fell 8% due to disappointing Q1 2026 revenue guidance of $600M–$625M, below the ~$653M consensus, compounded by an SEC investigation that may affect investor confidence and future performance.
- Whirlpool Financing Plan: Whirlpool announced concurrent offerings of common and preferred stock expected to raise about $800M, aimed at repaying borrowings and supporting corporate investments, although this raised dilution concerns and pressured the stock price.
See More
Hims & Hers Health Projects $2.7B–$2.9B Revenue in 2026
- Revenue Projection: Hims & Hers Health projects revenue between $2.7 billion and $2.9 billion for 2026, indicating a proactive strategic focus on global expansion and new specialty product launches to capture growing market demand.
- Global Expansion Strategy: The company is accelerating its global expansion efforts by introducing new specialty products, which is expected to enhance its market competitiveness and attract a broader customer base.
- SEC Investigation Impact: Hims & Hers is currently facing an SEC investigation regarding copycat GLP-1 drugs, which could negatively affect the company's reputation and stock price, prompting investors to closely monitor developments.
- Market Reaction: Following the news of the SEC investigation, Hims & Hers' stock has declined, reflecting market concerns about the company's future prospects, necessitating a cautious assessment of potential risks and opportunities by investors.
See More
IBM Faces Largest Drop in 20 Years Amid AI Selloff
- IBM Stock Plunge: IBM experienced its steepest drop since 2000 on Monday due to an AI-driven selloff, raising investor concerns about the company's future demand for cloud computing and AI, which could impact market confidence.
- Investor Focus on Events: Attention is on Anthropic's product event expected to unveil new features, while President Trump's State of the Union address may propose new cost-cutting measures, influencing market sentiment.
- Nasdaq Futures Recovery: As of 3:00 AM ET Tuesday, Nasdaq, S&P 500, and Russell 2000 futures rose by 0.2%, and Dow futures increased by 0.1%, indicating signs of market stabilization following a sharp selloff.
- Jefferies Maintains Rating: Despite IBM's stock decline, Jefferies maintains a 'Buy' rating and a $370 price target, emphasizing that the company's anticipated 're-acceleration' hinges on broader industry demand for cloud and automation technologies.
See More
Hims & Hers Faces SEC Investigation Amid Revenue Growth
- SEC Investigation Notice: Hims & Hers Health (HIMS) disclosed in its 10-K filing that it received a notification from the SEC's Division of Enforcement regarding an investigation, requiring the preservation of documents related to its public statements on compounded semaglutide, indicating regulatory scrutiny that could impact market trust.
- Uncertain Financial Impact: The company stated it is cooperating with the SEC investigation but cannot predict when it will conclude, making it impossible to assess the potential financial impact, which may lead to decreased investor confidence and affect stock performance.
- Performance Exceeds Expectations: HIMS reported Q4 2025 GAAP EPS of $0.08, beating estimates by $0.03, with revenue rising 28.4% year-over-year to $617.8 million, demonstrating strong performance in other medication areas despite regulatory challenges surrounding GLP-1s.
- Cautious Future Outlook: The company guided for Q1 2026 revenue of $600 million to $625 million, below the consensus estimate of $652.6 million, reflecting a cautious stance on future growth amid regulatory pressures and changing market conditions.
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
