Recent discussions on X about Hims & Hers Health (HIMS) have been ignited by the company’s latest quarterly earnings report, which revealed weaker-than-expected revenue and cautious guidance for the upcoming quarter. Many users are expressing concern over the stock’s sharp decline—over 12% in a single day—as reported by various financial news outlets, with particular focus on the challenges surrounding its GLP-1 compounded drug business amid regulatory scrutiny. The conversation often highlights broader risks in the telehealth sector, with some pointing to supply chain issues and shifting consumer health spending as potential headwinds.
Despite the setbacks, a segment of the X community remains optimistic, emphasizing the long-term potential of HIMS in disrupting traditional healthcare with its cash-pay model and personalized care offerings. Posts frequently mention the company’s subscriber growth and ambitious revenue targets for the next decade as reasons for continued interest. The dialogue reflects a polarized view, with some seeing the current dip as a buying opportunity while others caution against near-term volatility.
Note: This discussion summary was generated from an AI condensation of post data.
Hims & Hers Health Insider Trading Activity
Hims & Hers Health insiders have traded $HIMS stock on the open market 107 times in the past 6 months. Of those trades, 0 have been purchases and 107 have been sales.
Here’s a breakdown of recent trading of $HIMS stock by insiders over the last 6 months:
- ANDREW DUDUM (Chief Executive Officer) has made 0 purchases and 45 sales selling 1,197,836 shares for an estimated $57,094,023.
- MELISSA BAIRD (Chief Operating Officer) has made 0 purchases and 19 sales selling 235,377 shares for an estimated $9,022,088.
- MICHAEL CHI (Chief Commercial Officer) has made 0 purchases and 11 sales selling 102,314 shares for an estimated $5,890,582.
- OLUYEMI OKUPE (Chief Financial Officer) has made 0 purchases and 11 sales selling 127,292 shares for an estimated $5,411,873.
- SOLEIL BOUGHTON (Chief Legal Officer) has made 0 purchases and 13 sales selling 43,454 shares for an estimated $2,059,821.
- IRENE BECKLUND (PAO) has made 0 purchases and 7 sales selling 32,088 shares for an estimated $1,411,579.
- PATRICK HARRISON CARROLL (Chief Medical Officer) sold 23,287 shares for an estimated $798,976
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Hims & Hers Health Hedge Fund Activity
We have seen 283 institutional investors add shares of Hims & Hers Health stock to their portfolio, and 227 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BLACKROCK, INC. removed 5,862,886 shares (-19.5%) from their portfolio in Q1 2025, for an estimated $173,248,281
- D. E. SHAW & CO., INC. added 5,390,213 shares (+841.7%) to their portfolio in Q1 2025, for an estimated $159,280,794
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP removed 4,332,982 shares (-68.7%) from their portfolio in Q1 2025, for an estimated $128,039,618
- SRS INVESTMENT MANAGEMENT, LLC added 4,000,000 shares (+inf%) to their portfolio in Q1 2025, for an estimated $118,200,000
- ICONIQ CAPITAL, LLC removed 2,874,769 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $84,949,423
- GOLDMAN SACHS GROUP INC added 2,738,501 shares (+49.4%) to their portfolio in Q1 2025, for an estimated $80,922,704
- WELLINGTON MANAGEMENT GROUP LLP removed 2,569,041 shares (-75.1%) from their portfolio in Q1 2025, for an estimated $75,915,161
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Hims & Hers Health Analyst Ratings
Wall Street analysts have issued reports on $HIMS in the last several months. We have seen 1 firms issue buy ratings on the stock, and 2 firms issue sell ratings.
Here are some recent analyst ratings:
- Citigroup issued a "Sell" rating on 05/06/2025
- B of A Securities issued a "Underperform" rating on 04/29/2025
- Canaccord Genuity issued a "Buy" rating on 02/19/2025
To track analyst ratings and price targets for Hims & Hers Health, check out Quiver Quantitative's $HIMS forecast page.
Hims & Hers Health Price Targets
Multiple analysts have issued price targets for $HIMS recently. We have seen 9 analysts offer price targets for $HIMS in the last 6 months, with a median target of $40.0.
Here are some recent targets:
- Jailendra Singh from Truist Securities set a target price of $48.0 on 07/17/2025
- Craig Hettenbach from Morgan Stanley set a target price of $40.0 on 06/11/2025
- Ryan MacDonald from Needham set a target price of $65.0 on 06/04/2025
- Daniel Grosslight from Citigroup set a target price of $30.0 on 05/06/2025
- Korinne Wolfmeyer from Piper Sandler set a target price of $39.0 on 05/06/2025
- Allen Lutz from B of A Securities set a target price of $26.0 on 04/29/2025
- Jonna Kim from TD Cowen set a target price of $30.0 on 04/29/2025
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.
