Hims & Hers Health Rallies as Investors Appear to Reassess Recent Selloff

Hims & Hers Health (HIMS) is up 7.0% today. Here is some analysis on what might have caused this price movement.

Analysis: A clear single-day catalyst is not obvious, but the move appears tied to investors reassessing the stock after a steep pullback tied to regulatory and legal concerns earlier in the quarter. This could be because traders are rotating back into shares on the view that strong revenue growth, expanding international operations, and ongoing interest in weight-loss and AI-enabled care offerings may outweigh near-term headline risk.

Details:

The company’s latest quarterly update showed revenue rising 38% year over year to $753.2 million, with subscribers up 19% to 2.891 million.

Management raised full-year 2026 revenue guidance to $3.1 billion to $3.3 billion and projected third-quarter revenue of $880 million to $900 million.

Hims launched operations in Australia on August 31, adding to its international expansion story after earlier moves into other overseas markets.

Recent pressure on the stock followed the FTC lawsuit announced in late July, so today’s gain may reflect a rebound from an oversold setup rather than a fresh company announcement.

Sources:

Hims & Hers Investor Relations, SEC, MarketBeat

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$HIMS Insider Trading Activity

$HIMS insiders have traded $HIMS stock on the open market 26 times in the past 6 months. Of those trades, 1 have been purchases and 25 have been sales.

Here’s a breakdown of recent trading of $HIMS stock by insiders over the last 6 months:

OLUYEMI OKUPE (Chief Financial Officer) has made 0 purchases and 13 sales selling 230,319 shares for an estimated $7,007,990.
SOLEIL BOUGHTON (Chief Legal Officer) has made 0 purchases and 4 sales selling 44,268 shares for an estimated $1,247,398.
DAVID B WELLS purchased 48,400 shares for an estimated $1,172,974
MOHAMED ELSHENAWY (CTO) has made 0 purchases and 2 sales selling 37,994 shares for an estimated $1,172,074.
MICHAEL CHI (Chief Operating Officer) has made 0 purchases and 2 sales selling 28,054 shares for an estimated $840,077.
PATRICK HARRISON CARROLL (Chief Medical Officer) sold 23,726 shares for an estimated $830,410
DEBORAH M. AUTOR (Chief Policy Officer) sold 16,773 shares for an estimated $467,128
IRENE BECKLUND (PAO) has made 0 purchases and 2 sales selling 12,063 shares for an estimated $370,518.

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

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$HIMS Hedge Fund Activity

We have seen 303 institutional investors add shares of $HIMS stock to their portfolio, and 187 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

DEFIANCE ETFS, LLC removed 7,424,258 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $257,399,024
DIVISADERO STREET CAPITAL MANAGEMENT, LP added 5,539,672 shares (+1179.1%) to their portfolio in Q2 2026, for an estimated $192,060,428
JPMORGAN CHASE & CO added 4,766,781 shares (+inf%) to their portfolio in Q2 2026, for an estimated $165,264,297
FMR LLC added 4,230,022 shares (+4535.2%) to their portfolio in Q2 2026, for an estimated $146,654,862
MARSHALL WACE, LLP added 3,493,540 shares (+482.4%) to their portfolio in Q2 2026, for an estimated $121,121,031
GOLDMAN SACHS GROUP INC added 2,719,170 shares (+110.8%) to their portfolio in Q2 2026, for an estimated $94,273,623
SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 2,453,787 shares (+inf%) to their portfolio in Q2 2026, for an estimated $85,072,795

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$HIMS Price Targets

Multiple analysts have issued price targets for $HIMS recently. We have seen 7 analysts offer price targets for $HIMS in the last 6 months, with a median target of $35.0.

Here are some recent targets:

Allen Lutz from B of A Securities set a target price of $37.0 on 07/09/2026
Maria Ripps from Canaccord Genuity set a target price of $40.0 on 07/01/2026
Glen Santangelo from Barclays set a target price of $39.0 on 06/18/2026
Jailendra Singh from Truist Securities set a target price of $23.0 on 05/22/2026
Ryan MacDonald from Needham set a target price of $35.0 on 05/12/2026
Cory Carpenter from JP Morgan set a target price of $33.0 on 05/12/2026
Daniel Grosslight from Citigroup set a target price of $28.0 on 05/12/2026

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.