Health Care·Health Care Services·$7.0B
HIMS & HERS HEALTH I Class A is a health care company that provides a range of wellness and personal care products, primarily focusing on telehealth services. With a market cap of $7 billion, the company is part of the growing health care sector, which is increasingly leveraging technology to enhance consumer access to health services.
EPS (Earnings Per Share)
EPS is a key indicator of the company's profitability and will show how well HIMS is managing costs and generating income.
Customer Growth
Tracking customer growth is crucial for understanding market demand and the effectiveness of HIMS's marketing strategies.
1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.
HIMS & HERS HEALTH I Class A is a health care company that provides a range of wellness and personal care products, primarily focusing on telehealth services. With a market cap of $7 billion, the company is part of the growing health care sector, which is increasingly leveraging technology to enhance consumer access to health services.
EPS Beat Streak
1Q
EPS Beat Rate
75%
Avg EPS Surprise
+119.93%
Avg Stock Reaction
+1.47%
In Q4 2025, HIMS reported an EPS of $0.08, significantly exceeding expectations. However, the stock saw a slight decline the following day, indicating mixed investor sentiment despite the positive earnings surprise.
Management Promises & Guidance
Overall, expectations for HIMS are mixed as the company has shown a strong ability to beat EPS estimates in recent quarters. However, the lack of revenue guidance creates uncertainty about future performance.
Bull Case
If HIMS continues to show strong EPS growth and effectively expands its customer base, it could lead to increased investor confidence and a positive stock reaction.
Bear Case
Conversely, if the company fails to meet expectations for customer growth or shows signs of slowing revenue, it may lead to a negative reaction from the market.
EPS (Earnings Per Share)
N/AEPS is a key indicator of the company's profitability and will show how well HIMS is managing costs and generating income.
Customer Growth
N/ATracking customer growth is crucial for understanding market demand and the effectiveness of HIMS's marketing strategies.
Revenue Growth
N/ARevenue growth reflects the company's ability to expand its business and capture market share in the health care services industry.
The print will turn on these two things.
Q1
What is the customer growth rate for Q1 2026?
This metric will indicate how well HIMS is attracting new users, which is crucial for future revenue growth.
Q2
What are the revenue projections for the upcoming quarters?
Understanding revenue expectations will help gauge the company's financial health and growth trajectory.
Why consensus could be wrong
The Street may underestimate HIMS's ability to grow its customer base rapidly due to its innovative telehealth solutions, which could lead to stronger-than-expected revenue.
Supporting Evidence
HIMS has consistently beaten EPS estimates, indicating strong operational efficiency.
The health care sector is experiencing increased demand for telehealth services, which HIMS is well-positioned to capitalize on.
Recent trends in consumer behavior show a shift towards online health services, potentially benefiting HIMS.
Key Risk
If customer growth significantly exceeds expectations, it could challenge the current market sentiment.
Pre-commit to what would confirm each case.
This quarter's performance hinges on HIMS's ability to sustain customer growth and revenue amidst a competitive health care landscape.
Bull Confirmed If
Customer growth exceeding 15% quarter-over-quarter would confirm the bullish outlook.
Bear Confirmed If
A decline in customer growth or revenue projections below previous quarters would confirm the bearish outlook.
Implied Move
±N/A
There is currently no options market data available to gauge investor sentiment leading up to the earnings report.
Likely market behavior by outcome — not investment advice.
Beat & Raise
If HIMS beats expectations, history suggests the stock could rise by about 1.67%, confirming strong operational performance.
In-Line / Cautious
If results are in line but management's commentary is cautious, the stock may see a muted reaction as investors reassess growth prospects.
Miss
If HIMS misses expectations, the average historical move suggests a potential decline of around 0.88%, reflecting investor disappointment.
AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.
No charge today · Auto-bills $8/mo after 7 days · Cancel anytime
ENBRIDGE INC
May 8, 2026