Q3 Earnings Impact: Recent discussions on X about Hims & Hers Health (HIMS) have been lively following their third-quarter earnings report. Many are struck by the impressive revenue growth of over 70%, though worries about thinner profit margins persist. The stock’s volatility post-earnings has kept the conversation dynamic and split.
Competitive Pressures: Chatter on X has also turned to recent competitive challenges in the weight-loss drug market, which have dragged HIMS shares lower. Some express concern over how this might impact long-term growth, while others remain focused on the company’s innovative telehealth model. This tension has fueled intense debate.
Strategic Moves: The company’s new initiatives, like personalized care via AI and diagnostic expansions, are generating buzz on X. Many see these as bold steps to solidify market position, especially amidst competition. The potential for international growth also keeps the discussion forward-looking and hopeful.
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 75 times in the past 6 months. Of those trades, 0 have been purchases and 75 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 32 sales selling 1,492,864 shares for an estimated $76,528,848.
- OLUYEMI OKUPE (Chief Financial Officer) has made 0 purchases and 12 sales selling 357,783 shares for an estimated $19,696,826.
- MICHAEL CHI (Chief Commercial Officer) has made 0 purchases and 13 sales selling 91,401 shares for an estimated $5,410,838.
- PATRICK HARRISON CARROLL (Chief Medical Officer) has made 0 purchases and 2 sales selling 70,021 shares for an estimated $3,720,938.
- SOLEIL BOUGHTON (Chief Legal Officer) has made 0 purchases and 13 sales selling 37,300 shares for an estimated $1,970,944.
- IRENE BECKLUND (PAO) has made 0 purchases and 3 sales selling 21,966 shares for an estimated $1,203,032.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Hims & Hers Health Congressional Stock Trading
Members of Congress have traded $HIMS stock 1 times in the past 6 months. Of those trades, 1 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $HIMS stock by members of Congress over the last 6 months:
- REPRESENTATIVE LISA C. MCCLAIN purchased up to $15,000 on 08/04.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Hims & Hers Health Hedge Fund Activity
We have seen 303 institutional investors add shares of Hims & Hers Health stock to their portfolio, and 283 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- JPMORGAN CHASE & CO added 15,045,710 shares (+549.0%) to their portfolio in Q3 2025, for an estimated $853,392,671
- SRS INVESTMENT MANAGEMENT, LLC removed 4,000,000 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $226,880,000
- TIDAL INVESTMENTS LLC added 2,707,111 shares (+1779.6%) to their portfolio in Q3 2025, for an estimated $153,547,335
- FARALLON CAPITAL MANAGEMENT LLC added 2,533,271 shares (+30.8%) to their portfolio in Q3 2025, for an estimated $143,687,131
- PRICE T ROWE ASSOCIATES INC /MD/ added 2,504,252 shares (+444.1%) to their portfolio in Q3 2025, for an estimated $142,041,173
- RENAISSANCE TECHNOLOGIES LLC added 2,227,400 shares (+32.4%) to their portfolio in Q3 2025, for an estimated $126,338,128
- D. E. SHAW & CO., INC. removed 1,886,971 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $107,028,995
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 2 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- BTIG issued a "Buy" rating on 11/04/2025
- B of A Securities issued a "Underperform" rating on 11/04/2025
- Canaccord Genuity issued a "Buy" rating on 09/12/2025
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 6 analysts offer price targets for $HIMS in the last 6 months, with a median target of $52.5.
Here are some recent targets:
- Allen Lutz from B of A Securities set a target price of $32.0 on 11/04/2025
- David Larsen from BTIG set a target price of $85.0 on 11/04/2025
- Maria Ripps from Canaccord Genuity set a target price of $68.0 on 09/12/2025
- Jailendra Singh from Truist Securities set a target price of $37.0 on 08/18/2025
- 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
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.
