Q3 Earnings Impact: Recent discussions on X about Hims & Hers Health (HIMS) have been buzzing after their third-quarter earnings report. Many users are highlighting the impressive revenue growth of over 70%, though there’s notable concern over shrinking profit margins. The stock’s volatility post-earnings keeps the conversation lively and split.
Market Challenges: Beyond earnings, X posts reflect worries about competitive pressures in the telehealth and weight-loss drug markets. Some users also point to regulatory risks as a potential headwind for the company. The recent $250 million share buyback announcement has sparked mixed reactions, with some seeing it as a confidence boost.
Future Outlook: Looking ahead, chatter on X includes speculation about long-term growth catalysts like partnerships and new platform launches. While optimism exists around the company’s subscription model and market position, caution persists due to recent price drops. The divided opinions make HIMS a stock to watch closely.
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 74 times in the past 6 months. Of those trades, 0 have been purchases and 74 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 369,389 shares for an estimated $19,936,780.
- 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 36,698 shares for an estimated $1,882,980.
- IRENE BECKLUND (PAO) has made 0 purchases and 2 sales selling 16,895 shares for an estimated $931,683.
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 301 institutional investors add shares of Hims & Hers Health stock to their portfolio, and 286 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 5 analysts offer price targets for $HIMS in the last 6 months, with a median target of $40.0.
Here are some recent targets:
- David Larsen from BTIG set a target price of $85.0 on 11/04/2025
- Allen Lutz from B of A Securities set a target price of $32.0 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
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.
