Q3 Earnings Buzz: Recent chatter on X about Hims & Hers Health (HIMS) has been intense following their third-quarter earnings report. Many are impressed by the revenue growth exceeding 70%, though concerns about shrinking profit margins are frequently mentioned. The stock’s volatility after the report keeps the discussion dynamic and divided.
Telehealth Innovation: Beyond earnings, X users are captivated by HIMS’s telehealth model, especially its cash-pay approach that sidesteps traditional insurance. There’s excitement around potential international expansion and new healthcare offerings, though some caution about competitive pressures in the industry. This mix of optimism and concern fuels ongoing debates.
Future Outlook: Looking ahead, posts on X speculate on long-term growth through partnerships and platform launches. While many highlight the strength of the subscription model, recent stock price drops have sparked caution among others. The polarized views make HIMS a focal point for investors.
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 72 times in the past 6 months. Of those trades, 0 have been purchases and 72 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 11 sales selling 86,301 shares for an estimated $5,125,238.
- 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 Revenue
Hims & Hers Health had revenues of $599M in Q3 2025. This is an increase of 49.16% from the same period in the prior year.
You can track HIMS financials on Quiver Quantitative's HIMS stock page.
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 287 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.
