HIMS Stock Crashes Overnight After Brutal Q1 — But An Investor Says Novo, Lilly Deals Could Make It ‘Netflix Of Healthcare’
HIMS stock fell 13% after Q1 results missed estimates, with revenue at $608.1M vs. $616.85M expected and a loss of $0.40 per share. Investor Raul Shah argued HIMS could become the 'Netflix of healthcare' due to partnerships with Novo Nordisk and Eli Lilly, AI integration, and global expansion. The company raised 2026 guidance to $2.8B-$3B revenue and $275M-$350M adjusted EBITDA.
How this was made
The 30-second read
Why it matters
The earnings miss triggered immediate sell‑off, but the raised guidance may mitigate longer‑term downside.
Market read
The earnings surprise and guidance update are material for traders with exposure to HIMS and the broader telehealth sector.
What to watch
Potential upside from upcoming partnerships with Novo Nordisk and Eli Lilly, and the company's peptide manufacturing advantage.
Background
Hims & Hers Health, a U.S. telehealth company, posted Q1 results that missed revenue and earnings expectations, leading to a sharp price drop, while also raising its full‑year revenue guidance.
Ticker impact
Hims & Hers reported Q1 revenue miss and EPS loss, causing a 13% overnight price drop and prompting a guidance raise.
Potential further decline in the short term; possible stabilization if guidance is re‑rated.
The earnings surprise and immediate price reaction are fresh information; guidance raise adds nuance but may not offset the miss.
Market effects
Telehealth sector may face heightened scrutiny after HIMS miss; peers could see short pressure.
U.S. market sentiment toward digital health stocks may soften.
Limited to U.S. listed health‑tech equities.
Counterpoint
Guidance raise could signal a longer‑term upside if the market re‑prices the partnership potential with pharma.
Key entities
- CompanyHims & Hers Health, Inc.
U.S.-listed telehealth provider (ticker HIMS).
