Q3 Earnings Reaction: Recent chatter on X about Hims & Hers Health (HIMS) has been intense following the release of their third-quarter earnings. Many are impressed by the reported revenue growth of over 70%, though concerns linger about profitability and thinner margins. The stock has seen volatility, fueling a mix of optimism and caution.
New Healthcare Platform: Discussions also spotlight the launch of a new 'affordable' healthcare platform, though the stock took a hit despite this move. Some on X see this as a bold step toward accessible telehealth, while others question if investors are unimpressed by the expansion strategy. The debate keeps the conversation dynamic and split.
Telehealth Disruption: Beyond earnings, X users are captivated by HIMS’s cash-pay model that sidesteps traditional insurance, viewing it as a game-changer. Enthusiasm for potential international growth is high, though competitive pressures and recent dips temper the excitement. It’s a polarizing topic with big-picture implications.
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 82 times in the past 6 months. Of those trades, 0 have been purchases and 82 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 39 sales selling 1,668,525 shares for an estimated $86,780,236.
- 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 302 institutional investors add shares of Hims & Hers Health stock to their portfolio, and 257 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
- D. E. SHAW & CO., INC. removed 4,143,604 shares (-68.7%) from their portfolio in Q2 2025, for an estimated $206,558,659
- RENAISSANCE TECHNOLOGIES LLC added 2,227,400 shares (+32.4%) to their portfolio in Q3 2025, for an estimated $126,338,128
- CONTRARIUS GROUP HOLDINGS LTD removed 1,749,968 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $87,235,904
- CLEAR STREET LLC added 1,676,667 shares (+inf%) to their portfolio in Q2 2025, for an estimated $83,581,849
- INVESCO LTD. added 1,600,004 shares (+62.7%) to their portfolio in Q3 2025, for an estimated $90,752,226
- NORGES BANK added 1,574,009 shares (+inf%) to their portfolio in Q2 2025, for an estimated $78,464,348
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:
- B of A Securities issued a "Underperform" rating on 11/04/2025
- BTIG issued a "Buy" 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.
