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

Over the past six months, Hims & Hers Health, Inc. stock has experienced significant fluctuations. As of April 11, 2026, the stock's price decreased by 28.30% over the last 12 months, with a year-to-date return of -40.06%. In the past month, the stock decreased by 24.86%. A notable event impacting the stock was the company's aggressive entry into the weight loss market in 2024, which led to a lawsuit from Novo Nordisk in 2025. On February 23rd, HIMS reported quarterly earnings of $0.08 EPS, surpassing the consensus estimate of $0.02, but its revenue for the quarter was $617.82 million, slightly below analysts' expectations of $619.48 million.

While specific detailed seasonality data is not explicitly provided, the company's business model, which relies heavily on subscription-based access for chronic conditions, suggests a degree of stability in demand. Over 90% of Hims & Hers' revenue is recurring, driven by monthly or quarterly subscriptions. Consumer tastes and preferences can change, which could lead to decreased demand for its products and services.

Hims & Hers Health, Inc. is an American telehealth company established in 2017, operating as a consumer-first health and wellness platform. The company operates on a direct-to-consumer model, connecting individuals with licensed healthcare professionals for consultations and access to treatments and products. The company offers a diverse range of prescription and over-the-counter medications, as well as personal care products, including treatments for men's health, women's health, mental health, weight loss, dermatology, general wellness, sexual health, and laboratory testing services.

Hims & Hers Health, Inc. primarily operates in the United States, providing access to its network of over 400 U.S.-licensed healthcare providers across all 50 states. The company has also expanded its international presence, serving the United Kingdom, Canada, Germany, the Republic of Ireland, France, and Spain. Its products are also available through retail partnerships and in stores across the United States.

Hims & Hers has focused on building a trusted, easy-to-use brand that normalizes the practice of seeking and receiving treatment. The company aims to empower customers with personalized care and an omnichannel experience, leveraging AI tools like MedMatch to analyze data and improve treatment solutions. However, the lawsuit initiated by Novo Nordisk in 2025, accusing Hims & Hers of marketing and selling "copycat" compounded semaglutide products, could potentially impact the company's brand reputation.

Hims & Hers Health, Inc. has a significant institutional ownership, with 80.7% of its shares held by institutions such as BlackRock, Inc. and Vanguard Group Inc. Individual ownership accounts for 9.36% of the company. Company insiders sold a total of 134,984 shares in the last quarter, though insiders still own 13.71% of the stock.