Hims & Hers Health, Inc.
Hims & Hers Health (NYSE:HIMS) shares fell over 6% after it reported Q2 revenue up 38% to $753.2M and subscribers up 19% to 2.89M. Monthly revenue per average subscriber rose 21% to $92. Full-year revenue guidance was raised to $3.1B-$3.3B. Net loss was $86.3M (37c/share) vs profit a year earlier, with gross margin down to 64% from 76%.
Canadian TSX futures were flat as investors weighed U.S.-Iran peace progress and awaited U.S. inflation data. The TSX ended Monday at 36,458.33. Barrick appointed Sebastiaan Bock CEO of its Rest of World division; shares fell 6.5% after Q2 profit missed estimates. Intel raised a common offering to $20B. Hims & Hers cut full-year EBITDA outlook and reported a Q2 net loss.
Hims & Hers Health (HIMS) reported Q2 revenue up about 40% to $753M, beating the $730.1M consensus, but adjusted EBITDA fell to $60.3M and it posted an $86M net loss. The company raised 2026 revenue guidance to $3.1B-$3.3B and expects Q3 revenue of $880M-$900M. It said it has $225M unused buyback capacity.
Over the past 7 days, alphai's AI scored 40 news stories mentioning HIMS (Hims & Hers Health, Inc.). Coverage has skewed bearish: 7 bullish, 14 neutral, and 19 bearish.
Recent HIMS coverage spans financial news, earnings and macro economy.
In the last 30 days, HIMS insiders filed 1 SEC Form 4 transaction — no purchases and 1 sale ($229K). The most active reporter was Okupe Oluyemi, Chief Financial Officer, with 1 filing. 100% of those filings were made under pre-arranged Rule 10b5-1 plans.
Guidance up, but profitability deteriorated materially, creating a margin-reset debate for GLP-1 branded growth.
Guidance trimming plus a net loss print reinforces near-term earnings risk for HIMS.
Raised guidance and buyback capacity are likely to support near-term sentiment despite weaker profitability and negative free cash flow.
Management’s earnings-call disclosures emphasize margin pressure from mix shift, but also cite EBITDA step-up from maturing weight-loss cohorts and AI cost savings.
Post-earnings weakness suggests investors repriced near-term fundamentals.
alphai scores every news story that mentions HIMS with an AI model for sentiment and relevance, and aggregates insider trades from Hims & Hers Health, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Hims & Hers Health (NYSE:HIMS) shares fell over 6% after it reported Q2 revenue up 38% to $753.2M and subscribers up 19% to 2.89M. Monthly revenue per average subscriber rose 21% to $92. Full-year revenue guidance was raised to $3.1B-$3.3B. Net loss was $86.3M (37c/share) vs profit a year earlier, with gross margin down to 64% from 76%.
6 min readCanadian TSX futures were flat as investors weighed U.S.-Iran peace progress and awaited U.S. inflation data. The TSX ended Monday at 36,458.33. Barrick appointed Sebastiaan Bock CEO of its Rest of World division; shares fell 6.5% after Q2 profit missed estimates. Intel raised a common offering to $20B. Hims & Hers cut full-year EBITDA outlook and reported a Q2 net loss.
4 min readHims & Hers Health (HIMS) reported Q2 revenue up about 40% to $753M, beating the $730.1M consensus, but adjusted EBITDA fell to $60.3M and it posted an $86M net loss. The company raised 2026 revenue guidance to $3.1B-$3.3B and expects Q3 revenue of $880M-$900M. It said it has $225M unused buyback capacity.
4 min readHims & Hers Health, Inc. reported Q2 2026 progress driven by a March shift to expanded branded weight loss offerings and the Eucalyptus acquisition, which adds international markets above a $100M annual run rate. Management said AI handles 80% of weight-loss questions, plans injectable and oral TRT by year-end, and expects adjusted EBITDA to step up in H2 2026.
6 min readU.S. indexes fell for a second day ahead of the July CPI report. The S&P 500, Nasdaq, and Dow closed down 0.3%, 0.6%, and 0.3%. WTI rose 1.6% to about $83.50 and Brent to $89.15. Alphabet (GOOGL) led declines, while Sea Limited (SE) gained 14% on Q2 results; Riot Platforms (RIOT) rose on a reported $9.1B deal with Anthropic.
7 min readKessler Topaz Meltzer & Check said it is investigating potential federal securities-law violations by Hims & Hers Health, Inc. (NYSE: HIMS) after the FTC filed a July 29, 2026 lawsuit alleging the company shared customers’ medical information with third-party advertisers including Snap and Meta’s Facebook. HIMS shares reportedly fell more than 14% after the news.
3 min readU.S. stock index futures rose as oil prices retreated on hopes for a U.S.-Iran deal. Rate futures priced a 25 bp hike chance at 51.9%. Investors await U.S. existing home sales and July CPI forecasts (+3.4% headline, +2.5% core). Pre-market movers included SMCI, LITE, CRWV earnings and Riot Platforms (+16%) after a deal tied to Anthropic; Upwork fell over -19%.
7 min readReuters reports Hims & Hers Health plans to sell legally available peptides in 2026, including NAD+, sermorelin and glutathione, after its quarterly results. Analysts told Reuters the 2025 revenue impact is likely limited because NAD+ is already available and FDA rulemaking for other peptides could take about a year. Peptides market size cited at $2.2B to $3.3B.
6 min readHims & Hers Health said on a Monday earnings call it is planning to sell compounded peptides. CEO Andrew Dudum said the company is developing a peptides offering with U.S. manufactured products, clinical-led guidance, and blood testing, and is testing ingredients to support a verified supply chain if the FDA allows compounding. FDA advisory discussions covered peptides including BPC-157 and TB-500.
4 min readHimalaya appointed Vikas Gupta as CEO for its India business, effective 23 September 2026. Gupta currently leads VLCC as CEO and Managing Director, after prior roles at Unilever, Flipkart, Nykaa and Nykaa’s B2B and international businesses. Himalaya operates herbal healthcare and wellness products across 100+ countries.
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