Hims & Hers Health, Inc. Class A (HIMS)

Over the past six months, Hims & Hers experienced several stock-impacting events. Q2 2025 earnings showed revenue growth but a sequential revenue drop. Q3 2025 earnings revealed strong revenue growth but a decrease in EPS. The company expanded into at-home testing in November 2025. TD Cowen cut its price target for HIMS stock in January 2026. Hims & Hers announced and then reversed plans to offer a compounded version of the Wegovy pill, leading to a stock plunge. Q4 2025 earnings were reported, and the stock tumbled post-market amid concerns about GLP-1 weight-loss products. Overall, HIMS stock experienced declines over the past months.

While a comprehensive seasonality analysis is not explicitly detailed, some seasonal patterns have been observed. Demand for GLP-1 weight-loss drugs can be influenced by seasonal trends and regulatory changes. General trends in personal care and wellness might experience seasonal fluctuations, with health-related resolutions driving demand in the new year. The company's subscription-based model aims to mitigate drastic seasonal swings in overall revenue.

Hims & Hers Health, Inc. is a telehealth company that connects individuals with licensed healthcare professionals through a digital platform. The company operates in the Healthcare Technology Systems and E-Commerce industries, offering a range of products and services, including treatments for sexual health, hair care, dermatology, mental health, weight loss, general wellness, at-home testing, and women's health.

Hims & Hers Health, Inc. operates its telehealth platform in the United States, the United Kingdom, and Canada, among other international markets. The company is headquartered in San Francisco, California.

Hims & Hers Health, Inc.'s brand reputation has been shaped by its marketing strategies and involvement in the weight-loss drug market. Super Bowl ads in 2025 and 2026 positioned the company as a disruptor. The company's foray into compounded GLP-1 medications drew regulatory attention, including a warning letter from the FDA and legal threats from Novo Nordisk, impacting public perception.

Institutional investors hold a significant majority (82.05%) of Hims & Hers Health, Inc. shares, while individuals hold 8.99%. Major institutional owners include BlackRock, Inc., Vanguard Group Inc., Capital World Investors, and JPMorgan Chase & Co. Andrew Dudum, the co-founder and CEO, is also a significant individual owner.