Equity Profile

HIMS

Hims & Hers Health, Inc.

Health CareHealth Care Services$6.0B

May11Mon

Post-Earnings Recap

ReportedQ1-2026After Close4:05 PM EDT

Hims & Hers Health Misses on EPS, Stock Up 3.08%

Metric	Actual	Expected	Surprise
EPS	$-0.40	$0.13	-1030.23%
Revenue	—	$617M	—

management commentary, guidance changes, and full analysis available with Pro.

Hims & Hers Health Misses on EPS, Stock Up 3.08%

Key Numbers

Metric	Actual	Expected	Surprise
EPS	$-0.40	$0.13	-1030.23%
Revenue	—	$617M	—

Management Commentary

Tone: Unknown

No transcript is on record for the earnings call, so the analysis is based solely on numerical results.

What It Means

Hims & Hers Health reported a significant miss on EPS, which may raise concerns among investors about the company's profitability. Despite this, the stock rose by 3.08%, indicating that investors might be reacting positively to other aspects of the business or overall market conditions. Without guidance or commentary from management, the outlook remains uncertain.

Company Snapshot

Hims & Hers Health, Inc. is a health care company focused on providing accessible health and wellness products, primarily through telehealth services....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of the company's profitability and financial health, which investors closely monitor.

$0.13

Revenue

Revenue growth reflects the company's ability to attract and retain customers, which is crucial for its long-term success.

$617M

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

Hims & Hers Health, Inc. is a health care company focused on providing accessible health and wellness products, primarily through telehealth services. Operating in the Health Care sector, it addresses growing consumer demand for convenient and affordable health solutions, particularly in areas like mental health, sexual health, and personal care.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

63%

Avg EPS Surprise

-29.24%

Avg Stock Reaction

+1.42%

Last Quarter Recap

In the last quarter, Hims & Hers reported an EPS of $0.08, significantly exceeding expectations, which contributed to a modest stock decline the following day. The company has shown a mixed performance in previous quarters, with notable surprises in earnings.

Management Promises & Guidance

Continue expanding product offerings in telehealth services.
Focus on improving customer acquisition strategies.
Enhance user experience on the digital platform.

Expectations

Wall Street Expectations

Analysts are cautiously optimistic about Hims & Hers' upcoming earnings, expecting a solid EPS and revenue growth. The company has a history of beating earnings estimates, which could lead to positive market reactions.

Bull Case

If Hims & Hers exceeds the EPS estimate and shows strong revenue growth, it could signal robust demand for its services and lead to a significant stock price increase.

Bear Case

Conversely, if the company fails to meet earnings expectations or shows signs of slowing growth, it could raise concerns about its market position and lead to a decline in stock value.

Key Metrics to Watch

EPS

$0.13

Earnings per share is a key indicator of the company's profitability and financial health, which investors closely monitor.

Revenue

$617M

Revenue growth reflects the company's ability to attract and retain customers, which is crucial for its long-term success.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will Hims & Hers achieve an EPS of at least $0.13?

This EPS figure is critical as it sets the benchmark for market expectations and could influence investor sentiment significantly.

How does the company plan to drive revenue growth beyond the expected $617M?

Understanding growth strategies is essential for assessing the company's long-term viability and market competitiveness.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate the company's growth potential due to its expanding product lines and increasing consumer demand for telehealth services.

Supporting Evidence

Hims & Hers has consistently beaten EPS estimates in recent quarters, indicating strong operational performance.

The options market is pricing in a significant move, suggesting that investors anticipate a more volatile reaction than historical averages.

Insider selling activity, while notable, may not reflect the company's overall growth trajectory.

Key Risk

If the EPS comes in below $0.10, it could challenge the current positive outlook.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is weighing the company's ability to maintain growth against rising competition in the telehealth space.

Bull Confirmed If

Achieving an EPS of $0.15 or higher with revenue exceeding $620M would confirm strong operational momentum.

Bear Confirmed If

An EPS below $0.10 or revenue below $600M would signal potential issues in customer retention or market demand.

Pre-Earnings Positioning

Options Market

Implied Move

±19.41%

Historical Avg

±2.2%

Pricing rich

The options market is pricing in a significant potential movement in the stock, suggesting that investors expect volatility around the earnings announcement.

Options are pricing ±19.4% while HIMS has averaged ±2.2% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

2.3%

30d HV

88.7%

Calls (10.0M)P/C Ratio: 0.49Puts (5.0M)

Edge

Insider Activity

Open-market trades by officers, directors, and 10%+ holders over the trailing 90 days.

Bought

$0.00

0 sh

0 insiders

Sold

$2.3M

84,035 sh

2 insiders

Net

$2.3M

Net selling

Most Active Insiders· 4 open-market trades

Chief Financial OfficerOkupe Oluyemi
$2.0M
Net selling

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Hims & Hers beats expectations, history suggests a potential stock increase of around +1.67%, confirming positive market sentiment.

In-Line / Cautious

If results are in line with expectations, the stock may experience a muted reaction, reflecting cautious investor sentiment.

Miss

A miss on earnings could lead to a decline of about -0.88%, as investors reassess the company's growth prospects.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Updates on customer acquisition strategies and their effectiveness.
2Any new product launches or service expansions planned for the next quarter.
3Management's commentary on competitive pressures in the telehealth market.
4Insights into customer retention rates and satisfaction metrics.
5Guidance on future revenue targets and growth expectations.

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Company Snapshot

Hims & Hers Health, Inc. is a health care company focused on providing accessible health and wellness products, primarily through telehealth services....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of the company's profitability and financial health, which investors closely monitor.

$0.13

Revenue

Revenue growth reflects the company's ability to attract and retain customers, which is crucial for its long-term success.

$617M

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

63%

Avg EPS Surprise

-29.24%

Avg Stock Reaction

+1.42%

Last Quarter Recap

Management Promises & Guidance

Continue expanding product offerings in telehealth services.
Focus on improving customer acquisition strategies.
Enhance user experience on the digital platform.

Expectations

Wall Street Expectations

Bull Case

If Hims & Hers exceeds the EPS estimate and shows strong revenue growth, it could signal robust demand for its services and lead to a significant stock price increase.

Bear Case

Conversely, if the company fails to meet earnings expectations or shows signs of slowing growth, it could raise concerns about its market position and lead to a decline in stock value.

Key Metrics to Watch

EPS

$0.13

Earnings per share is a key indicator of the company's profitability and financial health, which investors closely monitor.

Revenue

$617M

Revenue growth reflects the company's ability to attract and retain customers, which is crucial for its long-term success.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will Hims & Hers achieve an EPS of at least $0.13?

This EPS figure is critical as it sets the benchmark for market expectations and could influence investor sentiment significantly.

How does the company plan to drive revenue growth beyond the expected $617M?

Understanding growth strategies is essential for assessing the company's long-term viability and market competitiveness.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate the company's growth potential due to its expanding product lines and increasing consumer demand for telehealth services.

Supporting Evidence

Hims & Hers has consistently beaten EPS estimates in recent quarters, indicating strong operational performance.

The options market is pricing in a significant move, suggesting that investors anticipate a more volatile reaction than historical averages.

Insider selling activity, while notable, may not reflect the company's overall growth trajectory.

Key Risk

If the EPS comes in below $0.10, it could challenge the current positive outlook.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is weighing the company's ability to maintain growth against rising competition in the telehealth space.

Bull Confirmed If

Achieving an EPS of $0.15 or higher with revenue exceeding $620M would confirm strong operational momentum.

Bear Confirmed If

An EPS below $0.10 or revenue below $600M would signal potential issues in customer retention or market demand.

Pre-Earnings Positioning

Options Market

Implied Move

±19.41%

Historical Avg

±2.2%

Pricing rich

The options market is pricing in a significant potential movement in the stock, suggesting that investors expect volatility around the earnings announcement.

Options are pricing ±19.4% while HIMS has averaged ±2.2% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

2.3%

30d HV

88.7%

Calls (10.0M)P/C Ratio: 0.49Puts (5.0M)

Edge

Insider Activity

Open-market trades by officers, directors, and 10%+ holders over the trailing 90 days.

Bought

$0.00

0 sh

0 insiders

Sold

$2.3M

84,035 sh

2 insiders

Net

$2.3M

Net selling

Most Active Insiders· 4 open-market trades

Chief Financial OfficerOkupe Oluyemi
$2.0M
Net selling

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Hims & Hers beats expectations, history suggests a potential stock increase of around +1.67%, confirming positive market sentiment.

In-Line / Cautious

If results are in line with expectations, the stock may experience a muted reaction, reflecting cautious investor sentiment.

Miss

A miss on earnings could lead to a decline of about -0.88%, as investors reassess the company's growth prospects.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Updates on customer acquisition strategies and their effectiveness.
2Any new product launches or service expansions planned for the next quarter.
3Management's commentary on competitive pressures in the telehealth market.
4Insights into customer retention rates and satisfaction metrics.
5Guidance on future revenue targets and growth expectations.