Q4 Earnings Reaction: Hims & Hers Health unveiled Q4 results showing revenue in line with estimates and an EPS beat, yet guidance fell short of expectations, triggering a pre-market drop. Social media chatter focused on decelerating growth and regulatory hurdles for GLP-1 products, with the stock nearing its SPAC-era lows after extended declines. Discussions convey a predominantly bearish sentiment amid persistent margin strains.
Analyst Adjustments Weigh Heavy: Prominent firms slashed price targets while holding neutral stances, underscoring execution risks in a crowded telehealth arena. Users amplified these concerns, debating the firm's path through competitive and legal pressures. The buzz underscores cautious outlooks on near-term stability.
Core Business Resilience: Amid the pessimism, some highlight subscriber expansion and the Hers brand's trajectory toward billion-dollar revenue, diversifying beyond weight-loss reliance. Optimists argue the selloff overlooks foundational strengths like profitability and cash reserves. Conversations reveal a split, balancing headwinds against long-term platform potential.
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 40 times in the past 6 months. Of those trades, 0 have been purchases and 40 have been sales.
Here’s a breakdown of recent trading of $HIMS stock by insiders over the last 6 months:
- OLUYEMI OKUPE (Chief Financial Officer) has made 0 purchases and 12 sales selling 358,028 shares for an estimated $18,741,061.
- ANDREW DUDUM (Chief Executive Officer) has made 0 purchases and 10 sales selling 240,771 shares for an estimated $12,677,531.
- MICHAEL CHI (Chief Operating Officer) has made 0 purchases and 6 sales selling 34,899 shares for an estimated $1,616,604.
- PATRICK HARRISON CARROLL (Chief Medical Officer) has made 0 purchases and 2 sales selling 20,042 shares for an estimated $873,931.
- SOLEIL BOUGHTON (Chief Legal Officer) has made 0 purchases and 6 sales selling 15,816 shares for an estimated $768,526.
- IRENE BECKLUND (PAO) has made 0 purchases and 2 sales selling 16,821 shares for an estimated $733,472.
- DEBORAH M. AUTOR (Chief Policy Officer) sold 7,054 shares for an estimated $258,952
- GARCIA ANDREA G PEREZ sold 2,500 shares for an estimated $97,925
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Hims & Hers Health Revenue
Hims & Hers Health had revenues of $617.8M in Q4 2025. This is an increase of 28.41% from the same period in the prior year.
You can track HIMS financials on Quiver Quantitative's HIMS stock page.
Hims & Hers Health Hedge Fund Activity
We have seen 237 institutional investors add shares of Hims & Hers Health stock to their portfolio, and 366 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FORERUNNER VENTURES MANAGEMENT, LLC removed 9,756,893 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $316,806,315
- FARALLON CAPITAL MANAGEMENT LLC removed 7,359,866 shares (-68.5%) from their portfolio in Q4 2025, for an estimated $238,974,849
- CAPITAL WORLD INVESTORS removed 4,460,282 shares (-23.7%) from their portfolio in Q4 2025, for an estimated $144,825,356
- RENAISSANCE TECHNOLOGIES LLC removed 4,278,843 shares (-47.0%) from their portfolio in Q4 2025, for an estimated $138,934,032
- SRS INVESTMENT MANAGEMENT, LLC removed 4,000,000 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $226,880,000
- MORGAN STANLEY removed 3,346,864 shares (-46.0%) from their portfolio in Q4 2025, for an estimated $108,672,674
- TIDAL INVESTMENTS LLC removed 2,759,789 shares (-96.5%) from their portfolio in Q4 2025, for an estimated $89,610,348
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:
- 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 7 analysts offer price targets for $HIMS in the last 6 months, with a median target of $33.0.
Here are some recent targets:
- Daniel Grosslight from Citigroup set a target price of $16.5 on 02/09/2026
- Allen Lutz from B of A Securities set a target price of $21.0 on 02/09/2026
- Jonna Kim from TD Cowen set a target price of $20.0 on 02/09/2026
- David Larsen from BTIG set a target price of $60.0 on 02/02/2026
- Mark Mahaney from Evercore ISI Group set a target price of $33.0 on 01/12/2026
- Glen Santangelo from Barclays set a target price of $48.0 on 12/09/2025
- Maria Ripps from Canaccord Genuity set a target price of $68.0 on 09/12/2025
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.
