Hims & Hers Health AI Stock Analysis
Hims & Hers Health (82W) AI Stock Analysis
Hims & Hers Health
(XETRA:82W)
No summary available
Hims & Hers Health (82W) vs. iShares MSCI Germany ETF (EWG)
- Market Cap
- EUR 4.68B
- Dividend Yield
- ―
- Average Volume (3M)
- 2,069
- Price to Earnings (P/E)
- -25.4
- Beta (1Y)
- 1.55
- Revenue Growth
- 23.55%
- EPS Growth
- -229.07%
- Country
- Germany
- Employees
- 2,442
- Sector
- Healthcare
- Sector Strength
- 51
- Industry
- Medical - Care Facilities
Hims & Hers Health Business Overview & Revenue Model
Company Description
Hims & Hers Health, Inc. operates a comprehensive digital health platform that seamlessly links individuals with licensed medical professionals for virtual consultations and ongoing care. Through its user-friendly websites and mobile app, the company...
Hims & Hers Health Earnings Call Summary
The call was predominantly positive, with strong 49% year-over-year revenue growth, accelerating domestic performance, rapidly expanding international revenue, positive free cash flow, growing adjusted EBITDA, new partnerships and specialty launches, and substantial progress in AI-enabled care. The main negatives were the sequential subscriber decline, $33 million GAAP net loss, 7-percentage-point sequential gross-margin decline, revenue deferrals, lowered adjusted EBITDA guidance, and expected near-term subscriber and margin volatility. Management characterized these pressures as deliberate investments and timing effects while maintaining expectations for positive free cash flow and long-term growth.
Q3-2026 Updates
Positive Updates
Negative Updates
Company Guidance
Management expects fourth-quarter revenue in the range of $875 million to $895 million, representing a year-over-year increase of approximately 42% to 45%, and adjusted EBITDA to be between $70 million to $90 million, representing an adjusted EBITDA margin of 9% at the midpoint of both ranges; for full year 2026, revenue is expected at $3.13 billion to $3.15 billion, representing a year-over-year increase of 33% to 34%, adjusted EBITDA at $257 million to $277 million, and an adjusted EBITDA margin of 9% at the midpoint of both ranges. Deferred revenue is expected to negatively impact revenue and adjusted EBITDA by at least $20 million for the full year, international revenue is expected to deliver at least $650 million in 2026, and revenue contribution from the peptide offering is not expected to be material in the fourth quarter. Management expects to continue to moderate domestic marketing investment in the U.S. within its weight loss specialty in the fourth quarter, which may lead to an additional quarter of subscriber count headwinds, expects gross margin declines to start to moderate, and expects to drive positive free cash flow for the full year of 2026 and be well-positioned to do the same in 2027; international revenue is on track to eclipse a $1 billion revenue run rate in 2027, while testosterone continues to progress towards achieving a $100 million annualized revenue run rate.
Hims & Hers Health Risk Analysis
Hims & Hers Health disclosed 72 risk factors in its most recent earnings report. Hims & Hers Health reported the most risks in the "Finance & Corporate" category.
Latest Risks Added
3 New RisksHims & Hers Health Peers Comparison
Overall Rating
LFST72Outperform
ACHC53Neutral
BTMD45Neutral
MNDR43Neutral
Financial Indicators
| Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
| LFST | 72Outperform | $5.54B | 75.55 | 4.82% | ― | 22.62% | ― |
| ACHC | 53Neutral | $3.59B | -3.11 | -57.05% | ― | 4.47% | -1156.09% |
| Sector * | 51Neutral | $7.86B | -0.30 | -43.30% | 2.27% | 22.53% | -2.21% |
| BTMD | 45Neutral | $60.18M | -14.14 | 3.13% | ― | -8.55% | -108.33% |
| MNDR | 43Neutral | $1.14M | -0.04 | -27.32% | ― | 4.47% | 92.03% |
* Healthcare Sector Average
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| DE:82W | Hims & Hers Health, Inc. | 18.08 | -13.25 | -42.29% | |
| ACHC | Acadia Healthcare Company, Inc. | 38.80 | 22.72 | 141.29% | |
| BTMD | Biote Corp. | 1.09 | -1.51 | -58.08% | |
| LFST | Lifestance Health Group, Inc. | 14.37 | 8.06 | 127.73% | |
| EUDA | Euda Health Holdings Limited | 15.65 | -44.95 | -74.17% | |
| MNDR | Mobile-health Network Solutions Class A | 0.96 | -10.44 | -91.54% |
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.