Hims & Hers Health, Inc. is a consumer-first health and wellness platform that connects consumers to licensed healthcare professionals in the United States, the United Kingdom, Canada, Germany, the Republic of Ireland, France, Spain, Australia, and internationally. The company offers curated prescription and non-prescription products and services through its websites and mobile app, including personalized health and wellness products, over-the-counter drugs and devices, cosmetics, and supplements under the Hims & Hers brand, as well as laboratory testing services. It also provides medical consultations, post-consultation support, and delivery of lab results, with treatments for chronic conditions related to hormone health, weight loss, dermatology, and mental health. Products are available through retail partnerships, in stores, and online. Formerly known as Hims, Inc., it changed its name to Hims & Hers Health, Inc. in January 2021, was founded in 2017, and is based in San Francisco, California.
Visa billing crackdown and FTC lawsuit hit HIMS; growth stays strong
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Visa puts HIMS in dispute-monitoring program Visa placed Hims & Hers in its Acquirer Monitoring Program after a surge in credit-card disputes tied to weight-loss subscriptions, with a possible $75,000 penalty and a requirement to keep disputes below 1.5% for three months. This threatens billing reliability and could slow subscriber growth, pushing the stock down.
This is the main new negative event this period and directly pressures HIMS's price.
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FTC and state regulators escalate legal action The FTC and state regulators filed a civil enforcement action, and a consumer class action targets privacy and subscription practices. The CEO says the FTC misunderstands the company, but the legal fight adds costs and reputational risk that weigh on the stock.
This is a new escalation of the legal pressure that is a core driver of HIMS's risk profile.
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Q2 revenue jumps 38% and outlook raised Hims & Hers raised its 2026 revenue outlook to $3.1–$3.3 billion after Q2 sales rose 38.2% to $753.2 million, beating estimates. Subscribers grew 18.5% to about 2.9 million, showing demand is still strong and supporting the stock.
This is the main new positive fundamental update this period and shows the growth story remains intact.
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Margins shrink and cash burn deepens Gross margin fell to 63.8% from 76%, operating expenses rose 48.4%, and free cash flow was negative $68 million with an $86.3 million net loss. The company is spending heavily to grow, which pressures profits and keeps the stock volatile.
This is the key counterweight to the revenue beat and explains why the stock still faces pressure.
Q3 2026
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Hims & Hers grew fast but faced FTC suit and rising losses
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Strong revenue and subscriber growth Q2 revenue jumped 38% to $753.2 million and subscribers rose 18.5% to about 2.9 million, prompting management to raise full-year guidance to $3.1–3.3 billion. This top-line momentum showed the business is still expanding quickly.
It explains the main positive force behind the stock during the quarter.
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GLP-1 traction and international expansion Barclays raised its price target to $39, citing traction in GLP-1 weight-loss drugs, helped by the Novo Nordisk partnership and the Eucalyptus acquisition that expanded Hims into the UK, Australia, and Canada.
It highlights analyst optimism and new growth avenues that supported the stock.
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FTC lawsuit over data and billing The Federal Trade Commission sued Hims over health-data sharing and deceptive billing, causing the stock to drop about 14.7% and triggering multiple law-firm investigations. This legal risk weighed heavily on investor sentiment.
It was the biggest negative event that moved the stock during the quarter.
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Profitability deteriorated Hims reported a $0.37 per-share loss, gross margin fell to about 64%, free cash flow was negative $68 million, and an $81 million Eucalyptus charge hit results. Visa dispute-monitoring and weight-loss cost pressures added more uncertainty.
It shows the financial counterweight that offset strong revenue growth.
News & notes movingHIMS
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Hims & Hers Appoints Chief Medical Officers for UK and Australia
Hims & Hers Health, Inc. announced the appointment of two new clinical experts to its global medical leadership team, naming Kultar Garcha, MD, as Chief Medical Officer of the UK and EMEA and Matt Vickers, FRACGP, MBBS, BMedSci, AICGG, as Chief Medical Officer of Hims Australia. The two appointments are the company's latest step in strengthening the local clinical leadership that underpins its international growth, and both executives will report into a global medical leadership structure led by Global Chief Medical Officer Pat Carroll, MD. Dr. Garcha brings over two decades of experience across public and private UK and international health systems, including clinical leadership roles at Flow Neuroscience and Babylon Health and almost 15 years as a practicing NHS GP, and will oversee clinical quality, patient safety, and prescribing standards across the UK and EMEA. Dr. Vickers is a practicing GP and supervisor with more than a decade of experience in family medical practice and has led health-tech efforts at Eucalyptus since 2019, and as Chief Medical Officer he will lead clinical strategy in Australia as Hims & Hers deepens its presence in the region. The pair join an international medical leadership bench that includes Sandy Van, MD, CCFP, ABOM Dipl, who has served as Chief Medical Officer of Hims & Hers Canada since December 2025.
HIMS · Capital · Positive Hims & Hers appoints two Chief Medical Officers for UK/EMEA and Australia to strengthen clinical leadership underpinning its international growth.
Hims & Hers Health Faces Class Action Lawsuit Over Data Privacy and Billing
Hims & Hers Health is back in the spotlight after a class action lawsuit and related regulatory complaints over data privacy and billing practices, raising fresh questions for investors about risk, governance, and long term business quality. The legal headlines come as the stock has shown mixed momentum, up 5.11% over the last week but down 13.32% across three months, with a 1-year total shareholder return of negative 49.62% following a three-year gain of more than 3x. Against a last close of $29.42, the most followed valuation narrative on Simply Wall St points to a fair value of $171.19, implying the stock is 83% undervalued, though the company's price-to-sales ratio of 2.7x sits above the US Healthcare industry at 1.3x and peers at 2.2x. The story faces real pressure if legal actions escalate or if international expansion slows and weighs on already negative net income.
HIMS · Regulation · Negative Class action lawsuit and regulatory complaints over data privacy and billing practices raise legal/governance risk for Hims & Hers.
JPMorgan starts Hims & Hers at Neutral, $32 price target
JPMorgan initiated coverage of Hims & Hers Health with a Neutral rating and a December 2027 price target of $32, weighing the direct-to-consumer platform's rapid growth against execution risk in its shift to branded weight-loss drugs. Analyst Bryan Smilek noted the company has about 2.9 million subscribers across specialties including weight loss, women's health and hair loss, and is navigating a strategic transition in its GLP-1 business after saying in March it would prioritize branded, FDA-approved medications and stop advertising compounded GLP-1 offerings. Under a partnership with Novo Nordisk, Hims is said to have fulfilled more than 125,000 Wegovy shipments in the first six weeks of launch, and Smilek wrote that the Novo partnership should more than offset compounded GLP-1 headwinds, projecting 2026 GLP-1 revenue of $1.1 billion, up 46%, split between a decline in compounded sales and a surge in branded volumes. He pointed to a long runway, citing JPMorgan estimates that U.S. cash-pay GLP-1 users could reach more than 8 million by 2030 from about 2.8 million today, while the company targets 2030 revenue of more than $6.5 billion and adjusted EBITDA above $1.3 billion, aided by international expansion, new specialties such as peptides and AI-driven efficiency. Smilek said he is positive on Hims' vertical integration and leading brand scale and expansion across specialties and geographies, but wants to see execution on the branded GLP-1 transition, durable growth in newer specialties and margin expansion.
HIMS · Capital · Neutral JPMorgan initiates Hims & Hers at Neutral with a $32 price target, weighing growth against branded GLP-1 transition execution risk.
NVO · Demand · Positive Hims fulfilled over 125,000 Wegovy shipments in the first six weeks of launch under its Novo Nordisk partnership, supporting branded GLP-1 volumes.
JPM · Capital · Neutral JPMorgan is the analyst firm issuing the initiation coverage, not a subject of fundamental news about its own business.
Hims & Hers Shares Down 7.7% Since Q2 Earnings Miss
Hims & Hers Health shares have fallen 7.7% since its second-quarter earnings report, underperforming the S&P 500. The company reported an adjusted loss per share of 10 cents, wider than the expected loss of 7 cents, while revenue rose 38.2% to $753.2 million, beating estimates by 9.1%. Gross margin contracted to 63.8% from 76.4% a year earlier, and operating loss totaled $97.2 million versus a year-ago profit. For the third quarter, Hims & Hers projects revenue of $880 million to $900 million, and for the full year it raised its outlook to $3.1 billion to $3.3 billion, up from a prior range of $2.8 billion to $3 billion. Since the earnings release, consensus estimates have shifted downward by 27.35%, and the stock holds a Zacks Rank #3 (Hold).
HIMS · Capital · Negative Q2 adjusted loss per share of 10 cents was wider than the expected 7-cent loss, with gross margin contracting to 63.8% from 76.4% and an operating loss of $97.2 million.
Big Tech Earnings Drive Weekly Gains on Wall Street
Wall Street ended the week in the green as investors digested blockbuster Nvidia earnings, policy signals from the Jackson Hole symposium, and the latest U.S. GDP print, which showed real GDP increased by 1.5% annualized from Q1 to Q2 2026. The Dow climbed 0.5%, the S&P 500 gained 0.5%, and the Nasdaq Composite rose 0.9%. Nvidia shares jumped more than 8.7% after the AI chip leader topped estimates and projected third-quarter revenue of $108 billion, with an early outlook for roughly 70% revenue growth in fiscal 2028. PayPal plunged 12.7% after a report that Advent and Stripe abandoned its acquisition pursuit, while Hims & Hers fell 8% on Visa penalties. Okta soared 29% on strong earnings, Salesforce surged 23% on AI-driven demand, and CrowdStrike jumped 21% after raising its revenue outlook.
Hims & Hers Health reported quarterly revenue of US$753.2 million, up 38.2% year on year, added 307,000 customers to reach 2.89 million, and raised both next-quarter revenue guidance and full-year EBITDA guidance above analyst expectations, yet its stock fell 14.6% amid ongoing regulatory and legal scrutiny of its privacy and billing practices. The company faces a Federal Trade Commission lawsuit and related class action over alleged privacy and billing issues, as well as Visa's monitoring of dispute activity, which could affect customer growth and profitability. Despite the strong results, the company's narrative projects US$4.6 billion revenue and US$241.0 million earnings by 2029, requiring 21.6% yearly revenue growth and a US$383.0 million earnings increase from -US$142.0 million today. Some analysts had already expected about US$4.3 billion revenue and US$218 million earnings by 2029, and the privacy and billing shock may reinforce a more pessimistic outlook. The company's fair value is estimated at US$31.23, an 8% upside to its current price, but other estimates suggest it might be worth 19% less.
HIMS · Capital · Positive Reported revenue of $753.2M up 38.2% YoY and raised next-quarter revenue and full-year EBITDA guidance above analyst expectations.
HIMS · Regulation · Negative FTC lawsuit and class action over privacy and billing practices, plus Visa dispute monitoring, threaten customer growth and profitability despite raised guidance.
Hims & Hers Health CEO Andrew Dudum told CNBC that a Federal Trade Commission lawsuit over the company's data-sharing and subscription practices "misunderstands how the company works," defending its compounded GLP-1 drug sales as helping lower prices for weight-loss treatments. The company's second-quarter revenue jumped nearly 40% year over year to $753 million, with 300,000 new subscribers pushing the global base to almost 3 million, and it raised its full-year revenue forecast to $3.1 billion-$3.3 billion. International revenue grew more than 17-fold to $131 million following the Eucalyptus acquisition. However, adjusted gross margin fell to 64% from 76% a year earlier, free cash flow was negative $68 million, and the company posted an $86.3 million net loss partly due to legal costs and acquisition charges. The FTC lawsuit, which targets the GLP-1 and subscription practices driving growth, adds legal and reputational exposure to a business already burning cash to expand.
HIMS · Capital · Negative Adjusted gross margin fell to 64% from 76%, free cash flow was negative $68M, and it posted an $86.3M net loss.
HIMS · Demand · Positive Q2 revenue jumped nearly 40% to $753M with 300,000 new subscribers pushing the base to almost 3 million.
HIMS · Regulation · Neutral FTC lawsuit over data-sharing and subscription practices adds legal and reputational exposure, though CEO disputes the claims.
Hims & Hers Faces Visa Penalties Over Weight-Loss Billing Disputes
Hims & Hers Health, Inc. has been enrolled in Visa Inc.'s Acquirer Monitoring Program after customer credit card disputes in its weight-loss subscription business exceeded acceptable levels in July, according to a Bloomberg report. Each dispute carries an $8 surcharge, resulting in a bill of nearly $75,000 due in September, and Hims must keep its dispute rate below Visa's 1.5% threshold for three consecutive months to exit the program. A Hims spokesperson said the company has seen "a relatively small number of disputed charges" and has taken steps to address the issue. The news follows an FTC action from late July alleging deceptive billing and cancellation practices, which Hims has said it will "vigorously defend" against. Shares fell as much as 9.5% on the news.
Dick's Sporting Goods slides after earnings miss and cautious outlook
Dick's Sporting Goods shares fell 18.23% in premarket trading Tuesday after the retailer missed quarterly estimates and issued a cautious full-year outlook amid a promotional sporting goods backdrop. Comparable sales rose 4.9%, helped by broad-based category growth including strong results from the 2026 FIFA World Cup, while Foot Locker's pro forma comparable sales fell 3.6%. Meta Platforms gained 0.66% premarket on a report that it plans to launch a consumer-facing AI agent in the coming weeks and a new AI model in October. Johnson & Johnson rose 0.49% after the FDA approved a label expansion for its myasthenia gravis therapy Imaavy as a treatment for warm autoimmune hemolytic anemia, potentially making it the first U.S.-approved therapy for wAIHA. Hims & Hers Health edged up 0.26% premarket after tumbling over 8% Monday on reports that Visa will impose nearly $75,000 in penalties in September after thousands of credit card dispute complaints tied to weight-loss subscriptions triggered its inclusion in Visa's Acquirer Monitoring Program.
Hims & Hers Health Stock Falls on Visa Billing Scrutiny
Hims & Hers Health shares fell 9.2% in afternoon trading after Bloomberg reported that Visa enrolled the telehealth company in its Acquirer Monitoring Program following a surge in customer credit card disputes in its weight-loss subscription business. The company faces an estimated $75,000 penalty after dispute rates exceeded acceptable limits, though a spokesperson said the company has seen a relatively small number of disputed charges and that checkout is clear about membership and medication costs. The billing scrutiny follows a recent FTC update alleging deceptive billing and cancellation practices, claims the company has stated it will vigorously defend against. The stock closed at $31.02, down 8.3% from the previous close.
Hims & Hers and Novo Nordisk Shares Fall Despite Strong Growth
Hims & Hers Health and Novo Nordisk both saw their shares drop after reporting strong growth, as investors focused on rising costs in the weight-loss pill market. Hims & Hers posted second-quarter revenue of $753.2 million, up 38% and above the $699 million analysts expected, and raised its full-year revenue outlook to $3.1 billion to $3.3 billion, but swung to a $127.9 million net loss from a $43.5 million profit a year earlier. Novo Nordisk raised its annual guidance to a range of adjusted sales and operating profit down 6% to flat, versus a prior range of down 4% to 12%, yet its Wegovy pill sales of 3.22 billion kroner missed the 3.33 billion kroner analysts expected. Hims & Hers shares fell over 2% on Tuesday, while Novo Nordisk shares dropped about 6% a week earlier.
Hims & Hers CEO defends company against FTC lawsuit
Hims & Hers Health CEO Andrew Dudum defended the company against a Federal Trade Commission lawsuit, saying the agency's decision to sue reflected a desire for publicity rather than a genuine resolution. Dudum told CNBC that the company had worked with the FTC for years and that the agency ultimately wanted a headline more than a real agreement. The FTC, joined by Los Angeles County and Utah, filed the lawsuit in July alleging Hims & Hers shared user health data with advertisers, billed customers before they spoke with a provider, and made cancellations difficult. Dudum also addressed the company's shift away from compounded GLP-1 weight loss drugs toward branded medications, anticipating cash-paying patients will eventually see monthly costs drop to between $40 and $50 from a current range of around $150 to $200. The interview came days after Hims & Hers reported a net loss of $86.3 million in the second quarter of 2026, compared with net income of $42.5 million a year earlier, while revenue rose 38% to $753.2 million and full-year guidance was raised to a range of $3.1 billion to $3.3 billion.
Hims & Hers Raises Revenue Guidance Despite Wider Loss
Hims & Hers Health raised its full-year revenue outlook even as it swung to a net loss in the second quarter. Revenue rose 38% year over year to $753.2 million, subscribers increased 19% to 2.89 million, and the company lifted its full-year revenue forecast to $3.1 billion to $3.3 billion from $2.8 billion to $3.0 billion. However, the company reported an $86.3 million net loss, or 37 cents per share, compared with a $42.5 million profit a year earlier, while gross margin fell to 64% from 76%. Adjusted EBITDA declined 27% to $60.3 million, and the company narrowed its full-year adjusted EBITDA guidance to $275 million to $325 million from $275 million to $350 million.
Hims & Hers stock trims losses after swinging to quarterly loss
Hims & Hers Health stock declined 3% before trimming losses on Tuesday after the telehealth company reported a second-quarter loss of $0.37 per share, swinging from a profit of $0.17 a share a year earlier. Gross margins fell to 64% from 76%, impacted by a one-time cost of $81 million that included expenses from the acquisition of Australian digital health company Eucalyptus, restructuring tied to a shift in weight-loss strategy, and legal reserves for litigation with the Federal Trade Commission. The FTC filed a lawsuit against the company on July 29, alleging it shared private health data with advertisers Meta and Snap and made subscription cancellations difficult, a claim Hims & Hers has rejected and vowed to fight. Year to date, the stock is down more than 4%.
Wall Street set to open higher on US-Iran peace deal reports
Wall Street's main indexes were poised to open higher on Tuesday as investors welcomed a report suggesting the United States and Iran were close to a peace agreement. Pakistan's defence minister told Bloomberg News that signals indicated a deal was near, while Qatar's foreign ministry said Iran-Oman talks were in an advanced stage. Brent crude futures turned lower after hitting one-week highs, having surged 5% on Monday on exchange of demands over the strait. Dow E-minis were up 54 points, S&P 500 E-minis up 11.5 points, and Nasdaq 100 E-minis up 103 points. Hims & Hers Health shed 7.3% after the telehealth company posted a wider-than-expected second-quarter loss.
Riot Platforms surges 18% on $9.1 billion AI data center deal with Anthropic
U.S. stock futures were little changed on Tuesday, as fading hopes for a deal to reopen the Strait of Hormuz kept oil prices elevated, while investors looked ahead to key U.S. inflation data for fresh clues on the Federal Reserve's interest rate path. Riot Platforms shares surged 18.3% in premarket trading after the company landed a $9.1 billion, 20-year AI data center contract with Anthropic, marking one of the largest deals yet to link the cryptocurrency mining industry with the rapidly expanding AI infrastructure market. NIQ Global Intelligence shares surged 15.2% after delivering a broad second-quarter earnings beat and raising its full-year outlook, with adjusted EPS of $0.27 versus a $0.21 consensus and revenue of $1.12 billion edging past expectations of $1.11 billion. On Holding shares fell 15.2% after reporting second-quarter net sales of CHF 850.3 million, below the roughly CHF 881 million analysts had expected, as management pointed to a more difficult consumer environment and higher U.S. tariff costs. Rocket Lab shares dropped 9% despite record second-quarter revenue of $234 million, as third-quarter GAAP gross margin guidance of 29% to 31% came in well below the Street's estimate of about 37.6%. Hims & Hers Health shares fell nearly 7% even after better-than-expected revenue and a raised full-year forecast, as investors focused on profitability pressures from expansion into branded GLP-1 weight-loss drugs and international markets.
Riot Platforms rallies on revenue beat and AI data center deal
Several stocks made notable premarket moves on Thursday. Riot Platforms surged nearly 20% after second-quarter revenue of $174.2 million exceeded the $154.3 million FactSet consensus, and the crypto miner announced a 191-megawatt data center lease deal with a Leading Frontier AI Lab. Hims & Hers Health fell 6% after trimming the upper end of its full-year EBITDA outlook and posting a net loss of 37 cents per share for Q2, versus a profit of 17 cents a year earlier. Intel edged lower after upsizing a common stock offering to $20 billion from $15 billion for general corporate purposes. Plug Power rallied 13% on a smaller-than-expected second-quarter loss, while First Solar gained more than 3% after Baird upgraded the stock to outperform and raised its price target to $318, citing a strong utility-scale market. Cardinal Health moved nearly 2% higher as adjusted earnings of $2.60 per share beat the $2.42 estimate, though revenue of $63.67 billion missed the $65.15 billion consensus, and full-year EPS guidance topped expectations.
Lowey Dannenberg Investigates Hims & Hers for Potential Securities Law Violations
Lowey Dannenberg P.C. is investigating Hims & Hers Health, Inc. for potential violations of federal securities laws. The investigation follows a July 29, 2026 complaint by the Federal Trade Commission, joined by Utah and California, alleging deceptive practices including charging consumers before provider approval, unauthorized recurring subscriptions, difficult cancellation processes, and sharing sensitive health data with platforms like Meta and Snap. Hims & Hers stock fell $3.05 per share, or approximately 10.40%, during intraday trading on July 29, 2026. The law firm is examining whether the company and its executives provided accurate and complete information to investors.
Kirby McInerney Investigates Hims & Hers Health for Potential Securities Fraud
Kirby McInerney LLP announced an investigation into Hims & Hers Health, Inc. over potential securities fraud. The investigation concerns whether the company or its senior management violated federal securities laws or engaged in unlawful business practices. The probe follows a Federal Trade Commission lawsuit filed on July 29, 2026, accusing Hims of sharing customers' medical information with third-party advertisers, including Meta Platforms. On that news, Hims's stock price fell $4.32 per share, or 14.73%, to close at $25.00. No lawsuit has been filed yet, and the investigation is ongoing.
Hims & Hers Health Stock Falls 1.59%, Underperforms Market
Hims & Hers Health shares closed at $31.65, down 1.59% from the prior day, underperforming the S&P 500's 0.17% decline. The stock has lost 11.09% over the past month, trailing the Medical sector's 2.54% loss and the S&P 500's 3.52% gain. The company is set to report earnings on August 10, 2026, with analysts expecting an EPS of negative $0.07, a 141.18% drop from the prior-year quarter, on revenue of $690.21 million, up 26.68%. For the full year, the Zacks Consensus Estimates forecast a loss of $0.27 per share and revenue of $2.91 billion, representing changes of negative 150.94% and positive 23.78%, respectively. Hims & Hers Health currently carries a Zacks Rank of 3, or Hold, and trades at a forward P/E of 1206, a significant premium to the industry average of 27.01.
Kessler Topaz Meltzer & Check Investigates Hims & Hers Health Over FTC Lawsuit
Kessler Topaz Meltzer & Check, LLP is investigating potential federal securities law violations by Hims & Hers Health, Inc. on behalf of investors who purchased or acquired its securities and suffered significant losses. The investigation follows a Federal Trade Commission lawsuit filed on July 29, 2026, accusing the company of sharing customers' medical information with third-party advertisers, including Snap and Meta Platforms. Following the FTC's action, Hims & Hers Health's stock price fell over 14%. Investors who experienced losses may have legal rights under federal securities laws.
Hims & Hers Seen as Prime Acquisition Target After 51% Stock Plunge
Hims & Hers Health has become a compelling acquisition target after its stock fell 51% over the past year to $30.82, giving it a $7.2 billion market cap despite 2.6 million subscribers. Amazon ranks as the cleanest fit among potential acquirers, with its pharmacy customer base doubling and a $3 trillion market cap that makes Hims a rounding error, though FTC scrutiny is a wildcard. Other possible suitors include UnitedHealth, CVS Health, and Pfizer, each facing integration or regulatory hurdles. CEO Andrew Dudum holds super-voting control and recently bought 155,000 shares, signaling no intent to sell, while the company is itself acquiring Eucalyptus in a deal expected to close mid-2026. Private equity could pursue a take-private given fiscal 2026 revenue guidance of $2.80 billion to $3.00 billion and adjusted EBITDA of $275 million to $350 million, but roughly $1 billion in convertible debt poses a leverage obstacle.
Holzer & Holzer Investigates Hims & Hers Health Over FTC Lawsuit
Holzer & Holzer, LLC announced an investigation into whether Hims & Hers Health, Inc. complied with federal securities laws. The investigation follows a Federal Trade Commission lawsuit filed on July 29, 2026, alleging the company fails to clearly disclose that it charges consumers for prescriptions almost immediately after they submit an intake form, despite telling consumers they will be able to consult with a medical provider to find a treatment that is right for them. Following this news, the price of the company’s stock dropped. The law firm is encouraging investors who purchased Hims & Hers stock and suffered a loss to contact Corey Holzer or Joshua Karr to discuss their legal rights.
Hims & Hers drops after report FTC is suing over data sharing
Hims & Hers Health shares fell after Reuters reported the U.S. Federal Trade Commission is suing the telehealth company for allegedly sharing users' health data with online advertisers. An FTC spokesperson said the company shared the information despite pledging to protect privacy and also engaged in deceptive billing and cancellation practices. The lawsuit, filed in Los Angeles County and Utah, accuses Hims & Hers of sending user data to advertising firms including Meta and Snap through website interactions and tracking methods. Hims & Hers did not immediately respond to a request for comment.
Hims & Hers chief accounting officer Irene Becklund to depart
Hims & Hers Health announced that Chief Accounting Officer Irene Becklund will depart effective October 9, 2026, after more than seven years with the telehealth company. Becklund, who joined as the firm's first controller in 2019, helped guide its transition from a private company to a public corporation through its 2021 IPO and played a key role in recent acquisitions and global expansion. Following her resignation, she will serve as an advisor for a few months to ensure a smooth transition, while CFO Yemi Okupe will assume the CAO responsibilities in the interim. The company said it will begin an executive search for a permanent replacement.
Hims & Hers Health Shows Explosive Upside Potential on Customer Growth, Cash Flow, and ROIC
Hims & Hers Health is showing explosive upside potential driven by three key factors. The company's customer base reached 2.58 million in the latest quarter, with a two-year average annual growth rate of 26.1%. Its free cash flow margin expanded by 16.1 percentage points over the last five years, reaching 2.5% for the trailing 12 months. Additionally, return on invested capital has increased, signaling improved profitability. The stock trades at $33.39 per share, with a forward price-to-sales ratio of 2.8 times.
Lowey Dannenberg Investigates Hims & Hers Health Over Alleged User Data Tracking
Lowey Dannenberg, P.C. has launched an investigation into Hims & Hers Health, Inc. over allegations that the telehealth company improperly shared and tracked users' private health information. The firm claims Hims & Hers collected and disclosed subscribers' personal data and sensitive health-related responses to third parties without meaningful consent, potentially violating privacy policies and state and federal laws. Affected United States residents who completed a Hims & Hers assessment and are 18 or older may be eligible to recover up to $10,000 in compensation through binding mass arbitration. Individuals can check eligibility and create an account on the case management platform Claim Magic at no cost.
Hims & Hers Health Stock May Be Undervalued After FDA Peptide Questions
Hims & Hers Health stock may be undervalued following FDA scrutiny of peptide safety, according to an analysis by Simply Wall St. The company has delivered a roughly 344.6% return over three years, yet its price-to-sales ratio of about 3.7 times sits below a tailored fair P/S estimate of approximately 9.5 times, suggesting a sizeable discount. However, broader valuation checks are weak, with the stock passing only two of six checks, and the analysis notes that the current price around US$38 may reflect an appropriate cushion for regulatory and execution risk. The community is split, with a bull case seeing 78% undervaluation and a bear case arguing 43% overvaluation.
Hims & Hers Health vs. Teladoc Health: Which Is the Better Buy in 2026?
Hims & Hers Health and Teladoc Health present contrasting investment cases in digital healthcare for 2026. Hims & Hers reported fiscal 2025 revenue of nearly $2.3 billion, a 59% jump, with net income of approximately $128.4 million and a net margin of roughly 5.5%, while Teladoc posted revenue of approximately $2.5 billion, a slight decline of nearly 1.5%, and a net loss of close to $200.3 million, though that loss narrowed from $1.0 billion the prior year. Hims & Hers serves nearly 2.6 million subscribers through its direct-to-consumer wellness platform and is scaling via a pending acquisition of Eucalyptus and a $400 million receivables facility with JPMorgan Chase, whereas Teladoc reaches over 100 million members globally and recently partnered with Walmart to integrate virtual care into retail platforms. Regulatory risks loom for Hims & Hers around compounded GLP-1s and a potential DOJ and HHS investigation, while Teladoc faces customer concentration with its top five clients historically accounting for nearly 19% of revenue and struggles with declining paying users in its BetterHelp segment. On valuation, Hims & Hers trades at a forward P/E of 78.9x and a P/S ratio of 3.5x, compared to Teladoc's forward P/E of 59.4x and P/S ratio of 0.7x. The analysis concludes that Hims & Hers is the preferred pick for its steady subscription-driven growth, while Teladoc may appeal to bargain-seeking investors betting on a turnaround.
Hims & Hers Health rated Strong Sell by Zacks amid unchanged earnings estimates
Hims & Hers Health has been assigned a Zacks Rank #5, or Strong Sell, as consensus earnings estimates for the company remain unchanged. The company is expected to post a loss of $0.06 per share for the current quarter, a year-over-year decline of 135.3%, while the full-year estimate stands at a loss of $0.23 per share, down 143.4% from the prior year. For the next fiscal year, the consensus estimate is $0.50 per share, representing a 320.9% increase, but this figure has also held steady over the past 30 days. Revenue projections show growth, with the current quarter estimate at $689.49 million, up 26.6% year-over-year, and full-year estimates of $2.9 billion and $3.4 billion for the current and next fiscal years, respectively. The stock has returned 26% over the past month, outperforming the broader market, but its valuation grade of F suggests it is trading at a premium to peers.
Barclays raised its price target on Hims & Hers Health to $39 from $29 while maintaining an Overweight rating, citing expected revenue and EBITDA momentum in the second half of 2026 driven by weight-loss offerings and other business areas. The firm noted that the stock could see further upside as investor confidence grows following the partnership announcement with Novo Nordisk. Separately, Hims & Hers completed its acquisition of Eucalyptus, expanding its global consumer healthcare platform into the United Kingdom, Australia, and Canada alongside its existing US operations.
Hims & Hers Health expands GLP-1 offerings through Novo Nordisk deal and Eucalyptus acquisition
Hims & Hers Health is expanding its GLP-1 weight-loss treatment offerings by partnering with Novo Nordisk to provide access to medications such as Wegovy and Ozempic, and by acquiring Eucalyptus to extend its international reach. The telehealth company is moving deeper into prescription weight management, tying its platform to widely recognized GLP-1 drugs. The Eucalyptus acquisition adds scale beyond the United States. These moves outline a new phase focused on weight loss and international markets, raising questions about revenue mix, margin profile, and regulatory exposure. The stock has risen 41.2% over the last 30 days, trading at US$33.54, which is about 22.8% above the analyst price target of US$27.32 and at a very large premium to estimated fair value.
GoodRx Q1 revenue beats estimates but declines 4.4% year on year
GoodRx reported first-quarter revenues of $194 million, down 4.4% year on year, exceeding analysts' expectations by 4.9%. The company also provided full-year revenue guidance that slightly topped estimates. Among the seven healthcare technology stocks tracked, GoodRx posted the slowest revenue growth, while the group overall beat consensus revenue estimates by 1.6% and issued in-line next-quarter guidance. Omnicell delivered the best performance with revenues of $309.9 million, up 14.9% year on year, and Hims & Hers Health was the weakest, with revenues of $608.1 million missing estimates by 1.4%. Astrana Health achieved the fastest revenue growth at 55.6% year on year, and Tandem Diabetes raised its full-year guidance the most among peers.
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