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

Over the past six months, Hims & Hers Health, Inc. stock has experienced significant fluctuations. The stock was up 10.21% for the day on May 8, 2026, but has seen a decline of 30.61% over the past six months. The FDA's move to exclude key GLP-1 drugs from its bulk compounding list put pressure on Hims & Hers Health's compounded weight-loss offerings, contributing to a significant drop in shares. In response, Hims & Hers has been leaning into partnerships for branded GLP-1 medications, including a deal with Novo Nordisk. The stock showed some positive momentum, being up 37.6% over the 30 days leading up to May 6, 2026, and a notable event was a single largest opening gap of +46.8% on March 9, 2026.

Hims & Hers Health, Inc. experiences demand seasonality, which influences its marketing investments. Certain periods of the year may see increased or decreased demand for their products and services, leading to adjustments in marketing strategies.

Hims & Hers Health, Inc. is an American telehealth company established in 2017, operating as a consumer-first health and wellness platform. The company connects individuals with licensed healthcare professionals for virtual consultations and offers a range of health and wellness products and services through its websites and mobile applications. Its major products and services include direct-to-consumer telehealth visits, recurring prescription subscriptions, and personalized treatment plans. The company initially focused on common but often stigmatized categories such as hair loss and sexual health, and has since expanded into dermatology, mental health care, weight-management programs, and broader primary care.

Hims & Hers Health, Inc. is primarily a United States-based business, with its headquarters located in San Francisco, California. The company has successfully expanded its telehealth services to the United Kingdom and has strategic plans for further international expansion, with an initial focus on Canada, and future plans for entry into Germany, France, Ireland, Latin American, and Asian markets. An acquisition of Zava in July 2025 is intended to establish a presence in the UK, Germany, France, and Ireland. The company also has operational infrastructure in Phoenix, Arizona.

Hims & Hers Health, Inc. aims to normalize health and wellness challenges and make feeling happy and healthy accessible. The company emphasizes a comprehensive, personalized approach to healthcare, connecting customers with licensed healthcare providers who recommend tailored treatment plans. The company's reputation has been influenced by its aggressive expansion into the weight management market, particularly with compounded GLP-1 medications. Regulatory actions by the FDA regarding compounded GLP-1 drugs have put pressure on this offering, which could potentially impact brand perception related to these specific products. The company's response to this by forming partnerships for branded GLP-1 medications demonstrates an effort to adapt to the regulatory landscape and maintain its offerings.

Hims & Hers Health, Inc. has a dispersed institutional, venture, and founder shareholder base. Institutional ownership accounts for a significant portion, ranging from 70.79% to 85.73% of the company. Major institutional owners include BlackRock, Inc., Vanguard Group Inc, JPMorgan Chase & Co, Capital World Investors, Goldman Sachs Group Inc, Susquehanna International Group, Llp, State Street Corp, Citadel Advisors Llc, and Geode Capital Management, Llc. Key individual owners (insiders) include Institutional Venture Management XV LLC (holding 20.22% of shares), Jules A. Maltz (15.89%), Andrew Dudum (15.57%), and Alex Bard (6.85%).