Hims & Hers Health, Inc.

Сильный индекс, значительно упал. Оптимистичный взгляд на свои позиции резко сменился на неуверенность.

Strong index, significantly down. An optimistic view of his position suddenly changed to uncertainty.

Сильный индекс, без изменений. Рынок не поддерживает быков.

Strong index, flat. The market does not support the bulls.

Слабый индекс, незначительно вырос. Приток средств в лонги остается на невысоком уровне.

Weak index, slightly up. The inflow of funds into longs remains at a low level.

Key Points
Hims & Hers Health is expected to grow revenue sharply in 2027.
Subscriber growth and rising revenue per subscriber continue to strengthen the company’s operational momentum.
Deteriorating gross margins are a significant risk.
Hims & Hers Health (NYSE: HIMS) is a digital health platform offering personalized care and treatments across areas such as weight loss, sexual health, hair loss, and hormonal health. Shares of the company have been volatile so far in 2026.
But I think the stock could climb 55.7% from its Sept. 10 closing price of $27.47 by the end of 2026. Here's why.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Hims has upside potential
Wall Street expects Hims & Hers Health to generate about $3.99 billion in revenue in 2027, compared with $3.21 billion expected in 2026. The company's market capitalization was $6.4 billion on Sept. 10, with 233 million shares outstanding. That sets the valuation at 2x expected 2026 sales.
Suppose improving growth and profitability allow investors to value the company at 2.5x expected 2027 sales. Applying that multiple to the $3.99 billion revenue estimate produces a market capitalization of $10 billion, or about $42.76 per share. That's an upside of 55.7%.
There is operating momentum to support such a valuation rerating. The company's revenue rose 38% year over year to $753 million in Q2 (ending June 30, 2026). Subscribers also increased 19% to roughly 2.9 million, while monthly revenue per average subscriber climbed 21% year over year to $92. Hence, Hims & Hers Health is growing both its customer base and revenue generated per subscriber.
Margin risk
The growth is not as clean as those numbers suggest. U.S. revenue grew only 16% year over year in Q2, while international growth was boosted by acquisitions. Gross margin also fell by 12 percentage points year over year to 64%, and adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) declined 26.7% to $60.3 million.
Hence, the company does not need dramatic multiple expansion to reach my target price. However, investors need evidence that its lower-margin weight-loss and international businesses can generate stronger profits as they scale.
If revenue estimates hold and margins begin stabilizing, I think the 53% upside is achievable. But if margins keep deteriorating, even strong sales growth may not be enough.
Should you buy stock in Hims & Hers Health right now?
Before you buy stock in Hims & Hers Health, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Hims & Hers Health wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $417,413!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,341,294!*
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*Stock Advisor returns as of September 13, 2026.
Manali Pradhan, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Hims & Hers Health. The Motley Fool has a disclosure policy.

I'm Calling It: Hims & Hers Health Will Soar 56% by the End of 2026

Hims & Hers Health, Inc. HIMS delivered second-quarter 2026 revenue of $753.2 million, up 38.2% year over year and 9.1% above the Zacks Consensus Estimate. Subscriber growth and higher spending per subscriber kept the top line moving higher.
Management also raised its 2026 revenue outlook, but the quarter reflected the cost of that expansion. Gross margin fell sharply, operating expenses climbed and HIMS posted a net loss of $86.3 million.
HIMS Q2 Sales Beat as Subscribers Keep Growing
Subscribers reached about 2.9 million in the second quarter, up 18.5% year over year. Monthly online revenue per average subscriber increased 21.1% to $92, reflecting a richer product mix and greater uptake of weight loss offerings.
The combination matters because HIMS is adding customers while monetizing each average subscriber at a higher rate. U.S. revenues rose 15.7% to $621.8 million, while rest-of-world revenues reached $131.4 million, broadening the sources of growth.
Hims & Hers Health, Inc. Revenue (Quarterly)
Hims & Hers Raises Its 2026 Revenue Outlook
Hims & Hers now expects 2026 revenues of $3.1 billion to $3.3 billion, implying growth of 32% to 41%. That is above its prior outlook of $2.8 billion to $3 billion, which had called for 19% to 28% growth.
For the third quarter, management projects revenues of $880 million to $900 million, or roughly 47% to 50% year-over-year growth. The higher ranges show confidence that subscriber expansion, specialty penetration and international scale can keep revenue growth elevated.
HIMS Margins Contract as Investment Accelerates
The revenue strength came with weaker profitability. Gross margin contracted 1,256 basis points to 63.8%, while operating expenses rose 48.4% to $577.9 million. HIMS recorded a $97.2 million operating loss versus a $26.7 million operating profit a year earlier.
Branded weight loss products and international expansion are carrying lower margins, while acquisitions and technology investments add costs as the platform scales. Adjusted EBITDA was $60.3 million, or an 8% margin, underscoring the gap between rapid revenue growth and near-term earnings leverage.
The pressure on profitability led to widening of HIMS’ loss estimates. In the past 30 days, loss per share estimate for 2026 moved south from 21 cents to 60 cents, over the past 30 days.
Hims & Hers Weight Loss Mix Shapes the Trade-Off
Weight loss is helping lift revenue per subscriber, but the category changes the economics of growth. HIMS has shifted toward a broader assortment of branded GLP-1 therapies, which can increase revenue while reducing gross margin and adding pricing, fulfillment and receivables complexity.
Novo Nordisk A/S NVO, maker of Wegovy, and Eli Lilly and Company LLY, maker of Zepbound, illustrate the pharmaceutical scale behind branded obesity therapies. For HIMS, the trade-off is whether retention, cross-sell and operating efficiencies can offset the lower-margin mix over time.
HIMS Signals Temper the Guidance Upside
The raised revenue outlook is meaningful, but the margin decline and operating loss keep execution at the center of the investment case. HIMS still needs to show that faster growth can translate into more durable earnings and cash-flow economics as newer products and markets mature.
The stock currently carries a Zacks Rank #3 (Hold), with a Value Score of D, Growth Score of C, Momentum Score of D and VGM Score of D. A Hold rank points to a more balanced near-term setup, while the mostly D Style Scores indicate less favorable value, momentum and combined style characteristics. The Growth Score of C is middling rather than a clear positive signal. Novo Nordisk and Eli Lilly currently carry a Zacks Rank of 3. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here
Research Chief Names "Single Best Pick to Double"
From thousands of stocks, 5 Zacks experts each have chosen their favorite to skyrocket +100% or more in months to come. From those 5, Director of Research Sheraz Mian hand-picks one to have the most explosive upside of all.
This company targets millennial and Gen Z audiences, generating nearly $1 billion in revenue last quarter alone. A recent pullback makes now an ideal time to jump aboard. Of course, all our elite picks aren’t winners but this one could far surpass earlier Zacks’ Stocks Set to Double like Nano-X Imaging which shot up +129.6% in little more than 9 months.
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HIMS Raises 2026 Revenue Outlook as Q2 Sales Rise 38.2% Despite Loss

Hims & Hers Health HIMS has entered the second half of 2026 with strong momentum from weight-loss offerings, international expansion and AI-enabled care. However, gross-margin pressure from changing business mix, regulatory uncertainty surrounding the FTC and peptide therapies, and the need to navigate evolving weight-loss opportunities could temper its growth outlook.
Shares of this Zacks Rank #3 (Hold) company have gained 3.4% in the past three months compared with the industry's 41.2% growth and the S&P 500 Index’s 1.1% increase.
Hims & Hers, with a market capitalization of $6.9 billion, is a consumer-centric health and wellness platform.
HIMS’ bottom line is estimated to improve 19.5% over the next five years. Its earnings missed estimates in three of the trailing four quarters and beat once, delivering a negative average surprise of 94.05%.
What's Driving HIMS’ Performance?
Weight-Loss Expansion Is Reaccelerating Domestic Growth: Hims & Hers' expanded weight-loss product line is becoming a major catalyst for domestic growth. The second-quarter revenues increased nearly 40% year over year to more than $753 million, while U.S. revenues accelerated 16% to $622 million. Management attributed much of the improvement to the March decision to broaden branded weight-loss offerings, which helped offset revenue-recognition headwinds from moving branded products to a monthly cadence.
The category is also strategically valuable because it expands cross-selling into areas such as low testosterone and cardiovascular health. With nearly 3 million subscribers and stronger retention among newer cohorts, weight loss could support sustained growth and greater lifetime value.
International Expansion Is Rapidly Increasing Addressable Market: Hims & Hers is gaining substantial scale globally, with international revenues surging more than 17-fold year over year to $131 million in the second quarter. The Eucalyptus acquisition contributed approximately $40 million, while the existing international business grew 13% sequentially on an organic basis.
The U.K., Australia and Germany have each surpassed $100 million in annualized revenues, with Canada nearing the threshold. Management expects international revenues to reach at least $600 million in 2026, while weight-loss adoption remains meaningfully below U.S. levels. This provides considerable runway for category expansion, although management is prioritizing scale before maximizing profitability.
AI-Enabled Care Could Improve Retention and Lower Service Costs: Hims & Hers is beginning to demonstrate tangible operating benefits from integrating AI into its care model. Among Hers’ weight-loss customers using the new AI-native experience, engagement increased sharply, with users sending three times as many messages, while AI handled approximately 80% of questions. AI reduced nonclinical support tasks by nearly 50%, creating an opportunity to lower the cost of serving subscribers.
Management also reported early evidence of stronger engagement and lower cancellation rates among participating cohorts. If these improvements scale across the broader platform, HIMS could simultaneously improve customer retention, personalize care and generate operating leverage, thereby strengthening its long-term unit economics.
Pharmaceutical Partnerships Strengthen the Weight-Loss Ecosystem: Hims & Hers' relationship with Novo Nordisk provides an important strategic advantage as branded weight-loss treatments become more accessible. Management highlighted strong collaboration around the launch of the Wegovy pill, noting that HIMS is among the largest platforms helping consumers access the therapy.
Internationally, Eucalyptus helped generate tens of thousands of prospective patients for Wegovy's launch in certain markets. The partnership also creates opportunities to exchange insights around adherence, side effects and dosing, potentially strengthening HIMS' ability to support patients throughout their treatment journey. Relationships with pharmaceutical innovators could position HIMS as an important digital distribution and patient-access channel as additional therapies reach the market.
What’s Weighing on HIMS Stock?
Gross Margin Lowers as the Business Mix Changes: Hims & Hers' rapid expansion into branded weight loss and international markets is coming with a meaningful profitability trade-off. Adjusted gross margin fell approximately six percentage points sequentially to 64% in the second quarter, reflecting the increasing contribution of lower-margin branded weight-loss products and international revenues.
Management explicitly expects gross margins to remain below historical levels as these categories expand. Although operating leverage helped adjusted EBITDA margin improve to 8%, the structural mix shift means revenue growth may not translate proportionately into gross-profit growth. Investors therefore need to evaluate HIMS on the basis of future customer lifetime value and scale economics rather than relying on historical margin profiles.
Working-Capital Requirements Are Straining Cash Generation: The rapid expansion of branded weight-loss offerings is creating greater working-capital requirements, highlighting a financial risk associated with HIMS' new business model. Operating cash flow was negative $36 million in the second quarter, while free cash flow was negative $68 million, as short-dated receivables and inventory requirements increased.
Although management expects free cash flow to recover in the second half and has established a $400 million receivables facility, the recent transition underscores that accelerating revenue growth does not necessarily result in proportional cash generation. Continued scaling of branded therapies could require additional liquidity and working-capital investment, particularly if payment cycles lengthen or inventory requirements rise faster than expected.
Peptide Opportunity Remains Dependent on FDA Decisions: Hims & Hers has invested significantly in building infrastructure around peptide therapies, but commercialization remains contingent on FDA rulemaking. Management was encouraged by the fact that six of seven peptides advanced successfully through the FDA's PCAC process and believes the company can move quickly if they are placed on the appropriate Category 1 list.
However, the company is explicitly waiting for full and final FDA rulemaking before bringing these therapies to market. This creates uncertainty around timing, permissible offerings and potential revenue contribution. HIMS can continue expanding other wellness products in the interim, but the broader peptide opportunity remains regulatory-dependent and should not be treated as a near-term guaranteed growth driver.
Hims & Hers Health, Inc. Price and Consensus
Estimate Trend
The Zacks Consensus Estimate for 2026 revenues is pegged at $3.22 billion, implying growth of 37.2% from the year-ago reported figure. The consensus mark for loss per share is pinned at 60 cents, which implies a deterioration of 213.2% from the previous year’s recorded level.
In the past 30 days, HIMS’ loss per share estimate for 2026 has increased 185.7%.
Stocks to Consider
Some better-ranked stocks from the broader medical space are Globus Medical GMED, Veracyte VCYT andWest Pharmaceutical WST.
Globus Medical, currently flaunting a Zacks Rank #1 (Strong Buy), reported a second-quarter 2026 adjusted earnings per share (EPS) of $1.34, which surpassed the Zacks Consensus Estimate by 19.6%. Revenues of $789.6 million beat the Zacks Consensus Estimate by 0.4%. You can see the complete list of today’s Zacks #1 Rank stocks here.
GMED has an estimated long-term earnings growth rate of 12.4%. The company’s earnings beat estimates in each of the trailing four quarters, the average surprise being 27.9%.
Veracyte, currently carrying a Zacks Rank #2 (Buy), reported a second-quarter 2026 adjusted EPS of 54 cents, which surpassed the Zacks Consensus Estimate by 25.6%. Revenues of $150.3 million beat the Zacks Consensus Estimate by 4.1%.
VCYT has an estimated earnings growth rate of 8.4% for 2026. The company’s earnings beat estimates in each of the trailing four quarters, the average surprise being 41.8%.
West Pharmaceutical, carrying a Zacks Rank #2 at present, reported second-quarter 2026 adjusted EPS of $2.37, which beat the Zacks Consensus Estimate by 13.9%. Revenues of $872.3 million surpassed the Zacks Consensus Estimate by 4.2%.
WST has an estimated long-term earnings growth rate of 16%. WST’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 17.4%.
Research Chief Names "Single Best Pick to Double"
From thousands of stocks, 5 Zacks experts each have chosen their favorite to skyrocket +100% or more in months to come. From those 5, Director of Research Sheraz Mian hand-picks one to have the most explosive upside of all.
This company targets millennial and Gen Z audiences, generating nearly $1 billion in revenue last quarter alone. A recent pullback makes now an ideal time to jump aboard. Of course, all our elite picks aren’t winners but this one could far surpass earlier Zacks’ Stocks Set to Double like Nano-X Imaging which shot up +129.6% in little more than 9 months.
Free: See Our Top Stock And 4 Runners Up
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
This article originally published on Zacks Investment Research (zacks.com).

Reasons to Retain Hims & Hers Stock in Your Portfolio for Now

The share price is up over 100% in the previous six months.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
*Stock prices used were the afternoon prices of Aug. 24, 2026. The video was published on Aug.26, 2026.
Should you buy stock in Hims & Hers Health right now?
Before you buy stock in Hims & Hers Health, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Hims & Hers Health wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $430,571!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,399,268!*
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*Stock Advisor returns as of August 28, 2026.
Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Hims & Hers Health. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool.

After Doubling in Six Months, Is it Too Late to Buy Hims & Hers Stock?

Looking at options trading activity among components of the Russell 3000 index, there is noteworthy activity today in Hims & Hers Health Inc (Symbol: HIMS), where a total volume of 122,573 contracts has been traded thus far today, a contract volume which is representative of approximately 12.3 million underlying shares (given that every 1 contract represents 100 underlying shares). That number works out to 77% of HIMS's average daily trading volume over the past month, of 15.9 million shares. Particularly high volume was seen for the $33 strike call option expiring August 21, 2026, with 9,236 contracts trading so far today, representing approximately 923,600 underlying shares of HIMS. Below is a chart showing HIMS's trailing twelve month trading history, with the $33 strike highlighted in orange:
Definium Therapeutics Inc (Symbol: DFTX) options are showing a volume of 16,812 contracts thus far today. That number of contracts represents approximately 1.7 million underlying shares, working out to a sizeable 75.9% of DFTX's average daily trading volume over the past month, of 2.2 million shares. Particularly high volume was seen for the $50 strike call option expiring October 16, 2026, with 4,171 contracts trading so far today, representing approximately 417,100 underlying shares of DFTX. Below is a chart showing DFTX's trailing twelve month trading history, with the $50 strike highlighted in orange:
And TeraWulf Inc. (Symbol: WULF) saw options trading volume of 245,222 contracts, representing approximately 24.5 million underlying shares or approximately 74.2% of WULF's average daily trading volume over the past month, of 33.1 million shares. Particularly high volume was seen for the $9 strike put option expiring October 16, 2026, with 121,103 contracts trading so far today, representing approximately 12.1 million underlying shares of WULF. Below is a chart showing WULF's trailing twelve month trading history, with the $9 strike highlighted in orange:
For the various different available expirations for HIMS options, DFTX options, or WULF options, visit StockOptionsChannel.com.
Further HIMS Research:

Notable Thursday Option Activity: HIMS, DFTX, WULF

Key Points
The disposition involved 6,490 shares worth about $183,000 at a price of $28.15 per share on August 14.
All shares were withheld by the issuer to cover tax obligations following the quarterly vesting of restricted stock units (RSUs).
Given the nature of the filing, the transaction does not reflect the insider's view on the company's valuation or future prospects.
Irene Becklund, the chief accounting officer of Hims & Hers Health, Inc. (NYSE:HIMS), reported a non-discretionary disposition of 6,490 shares in this transaction, accordin to an SEC Form 4 filing.
Transaction summary
Shares sold
6,490
Transaction value
$183,000
Post-transaction shares (directly held)
13,985
Post-transaction value
$393,677.75
Transaction value based on SEC Form 4 weighted average sale price ($28.15); post-transaction value based on the August 14 market close ($28.15).
Key questions
What were the underlying mechanics of this transaction?
The disposition resulted from the vesting of restricted stock units awarded under a service-based vesting schedule that began in June 2023, with shares withheld automatically to satisfy tax withholding obligations.
What is the insider's remaining equity exposure?
Following the completion of this transaction, Becklund maintains a direct position of 13,985 shares and also holds additional derivative securities, which include both vested and unvested awards.
How has the stock performed leading up to this filing?
As of the August 14 transaction date, the company's shares had recorded a 1-year return of -40%.
What was the market valuation at the time of execution?
The transaction was executed at $28.15 per share, matching the market close on the date of the transaction, while the stock was priced at $28.61 as of the August 17 market close.
Company Overview
Share Price (as of market close 2026-08-17)
$28.61
Market Capitalization
$6.4 billion
Revenue (TTM)
$2.6 billion
Net Income (TTM)
-$142.0 million
Company Snapshot
Hims & Hers operates a comprehensive digital health platform that delivers prescription medications, over-the-counter drugs, medical devices, cosmetics, and dietary supplements directly to consumers through its website and mobile application.
The company generates revenue through a direct-to-consumer model by connecting patients with licensed medical professionals for virtual consultations and facilitating the distribution of pharmaceutical and wellness products.
The platform primarily serves consumers seeking convenient access to healthcare services and products, with a focus on individuals managing chronic conditions and those seeking preventive care and wellness solutions.
Hims & Hers Health operates as a leading digital health platform with a $6.4 billion market capitalization and $2.6 billion in TTM revenue, positioning it as a significant player in the telehealth and direct-to-consumer pharmaceutical space. The company's integrated model combines virtual medical consultations with direct product fulfillment, creating a vertically aligned ecosystem that enhances customer retention and lifetime value. Despite current net losses of $142.0 million TTM, the company's scale and market presence reflect investor confidence in the digital health transformation and the secular shift toward consumer-directed healthcare delivery.
What this transaction means for investors
This filing carries a different weight than others from Hims insiders this week because Becklund is leaving the firm. Hims & Hers announced on July 17 that its chief accounting officer of seven years will depart effective October 9, staying on afterward as an advisor while the company searches for a permanent replacement. CFO Yemi Okupe, who's taking over the CAO role in the interim, called her a "trusted leader" whose work shaped the company's financial reporting through its IPO and international expansion.
None of that makes this specific tax-withholding sale meaningful on its own. But it might explain why her remaining direct stake, just 13,985 shares, is so much smaller than her peers', given that someone six weeks from an exit probably isn't going to be accumulating.
The more important question for investors isn't Becklund's shares; it's whether the finance function holds up through the transition. She helped build the reporting infrastructure at a company that just closed its largest acquisition ever and is guiding to $3.1 billion to $3.3 billion in 2026 revenue. Okupe now inherits that job on top of his own as the company navigates strong growth and a murky regulatory landscape.
Should you buy stock in Hims & Hers Health right now?
Before you buy stock in Hims & Hers Health, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Hims & Hers Health wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $409,970!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,381,040!*
Now, it’s worth noting Stock Advisor’s total average return is 969% — a market-crushing outperformance compared to 215% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of August 19, 2026.
Jonathan Ponciano has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Hims & Hers Health. The Motley Fool has a disclosure policy.

Hims & Hers' Chief Accounting Officer Is Leaving. Here's What Her Latest Insider Filing Shows

Key Points
The disposition involved 21,500 shares valued at about $605,000 as of the August 14 transaction date.
Soleil Boughton maintains direct ownership of 339,000 shares and holds additional derivative securities following the liquidation.
The activity was non-discretionary and executed to cover tax obligations, indicating no shift in the insider's investment thesis.
Soleil Boughton, the chief legal officer of Hims & Hers Health, Inc. (NYSE:HIMS), reported a non-discretionary disposition of 21,500 shares on August 14, according to a recent SEC Form 4 filing.
Transaction summary
Transaction value
~$605,000
Shares sold
21,500
Post-transaction shares (directly held)
339,075
Post-transaction value
~$9.5 million
Transaction value based on SEC Form 4 weighted average sale price ($28.15); post-transaction value based on the August 14 market close ($28.15).
Key questions
What initiated this disposition of Class A Common Stock?
The transaction was a non-discretionary move executed to satisfy tax withholding requirements tied to the vesting and settlement of restricted stock units.
Does this transaction reflect a shift in the insider's assessment of the company?
No, the sale was part of a pre-arranged tax withholding process and does not reflect an active assessment of the company's valuation or future prospects.
What is the extent of the insider's remaining equity exposure?
Boughton retains 339,075 shares in direct ownership and also holds additional derivative securities, including both vested and unvested awards.
What was the stock's performance context on the transaction date?
The disposition occurred after a one-year return of -40% as of August 14, with the shares priced at $28.15 per share.
Company Overview
Share Price (as of market close 2026-08-17)
$28.61
Market Capitalization
$6.4 billion
Revenue (TTM)
$2.6 billion
Net Income (TTM)
-$142.0 million
Company Snapshot
Hims & Hers operates a comprehensive digital health platform that delivers prescription medications, over-the-counter drugs, medical devices, cosmetics, and dietary supplements directly to consumers through its websites and mobile application.
The company generates revenue through a direct-to-consumer model by connecting patients with licensed medical professionals for virtual consultations and facilitating the sale of health and wellness products with recurring subscription and transaction-based revenue streams.
The company primarily serves consumers seeking convenient, accessible healthcare solutions and wellness products, targeting individuals who prefer digital-first medical consultations and home delivery of pharmaceutical and consumer health products.
Hims & Hers Health operates as a leading digital health platform with a $6.4 billion market capitalization and $2.6 billion in TTM revenue, positioning itself at the intersection of telehealth and direct-to-consumer pharmaceutical distribution. The company's integrated platform model creates competitive advantages through operational efficiency, customer convenience, and data-driven personalization. Despite current net losses of $142.0 million TTM, the company's substantial revenue base and market scale reflect strong consumer adoption of its digital-first healthcare delivery model.
What this transaction means for investors
As chief legal officer, Boughton oversees a key fight that's shaping HIMS stock. The FTC sued the company on July 29 over data sharing and billing practices, and that lawsuit is already showing up on the income statement as a $47.5 million legal contingency in the second quarter. In a statement, the company called the suit an attempt to "generate headlines at our expense,” and the firm's CFO on the latestearnings callsaid HIMS is "not prepared to accept the terms we do not believe reflect the facts or the law," so investors shouldn't expect a quick settlement.
However, if you set the legal overhang aside, the underlying business is doing fine. Revenue grew 38% last quarter to $753.2 million, and management raised full-year guidance to $3.1 billion to $3.3 billion. The real tension for a buyer isn't insider selling, it's whether that growth is worth paying for while a federal regulator is actively litigating how the company gets its customers. That could be a bet on the lawsuit's outcome as much as one on the business itself.
Should you buy stock in Hims & Hers Health right now?
Before you buy stock in Hims & Hers Health, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Hims & Hers Health wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $409,970!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,381,040!*
Now, it’s worth noting Stock Advisor’s total average return is 969% — a market-crushing outperformance compared to 215% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of August 19, 2026.
Jonathan Ponciano has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Hims & Hers Health. The Motley Fool has a disclosure policy.

An Insider at Hims & Hers Just Filed. Here's What It Says About Buying the Dip

Key Points
This disposition of 47,702 shares was executed at $28.15 per share for a total transaction value of $1.3 million.
This activity was non-discretionary, as shares were withheld to satisfy tax liabilities associated with the quarterly vesting of restricted stock units.
The executive's direct Class A stock ownership remains at 470,687 shares, representing a market value of $13.3 million as of the transaction date.
Chief Operating Officer Michael Chi disposed of 47,702 shares of Hims & Hers Health, Inc. (NYSE:HIMS) on August 14, according to an SEC Form 4 filing.
Transaction summary
Transaction value
$1.3 million
Shares sold
47,702
Post-transaction shares (directly held)
470,687
Post-transaction value
$13.3 million
Transaction value based on SEC Form 4 weighted average sale price ($28.15); post-transaction value based on the August 14 market close ($28.15).
Key questions
What was the structural driver of this transaction?
The disposition was non-discretionary and served to cover tax obligations linked to the vesting of multiple restricted stock unit awards. This type of automated withholding reflects a pre-arranged tax settlement rather than an active investment decision by the Chief Operating Officer.
What is the status of the insider's remaining equity exposure?
Following the settlement, Chi directly holds 470,687 shares of Class A Common Stock. The executive also maintains derivative securities in the form of unvested restricted stock units, which will continue to vest quarterly through mid-2029.
How has the stock performed relative to this vesting event?
The one-year total return for the stock was -40% as of the August 14 transaction date. Shares were priced at $28.15 for this withholding event, while the stock was priced at $28.61 as of the August 17 market close.
What is the forward outlook for additional vesting events?
Disclosure footnotes specify quarterly vesting dates for five separate restricted stock unit grants with schedules extending through June 2029. These overlapping awards ensure a consistent cadence of equity delivery and associated tax-related dispositions over the coming 12 quarters.
Company Overview
Share Price (as of market close 2026-08-17)
$28.61
Market Capitalization
$6.4 billion
Revenue (TTM)
$2.6 billion
Net Income (TTM)
-$142.0 million
Company Snapshot
Hims & Hers operates a comprehensive digital health platform that delivers prescription medications, over-the-counter drugs, medical devices, cosmetics, and dietary supplements directly to consumers through its websites and mobile application.
The company generates revenue through a direct-to-consumer model by connecting patients with licensed medical professionals for virtual consultations and facilitating the sale of health and wellness products with recurring subscription and transaction-based revenue streams.
The company primarily serves consumers seeking convenient, accessible healthcare solutions and wellness products, targeting individuals who prefer digital-first medical consultations and home delivery of pharmaceutical and consumer health products.
Hims & Hers Health operates as a leading digital health platform with a $6.4 billion market capitalization and $2.6 billion in TTM revenue, positioning itself at the intersection of telehealth and direct-to-consumer pharmaceutical distribution. The company's integrated platform model creates competitive advantages through operational efficiency, customer convenience, and data-driven personalization. Despite current net losses of $142.0 million TTM, the company's substantial revenue base and market scale reflect strong consumer adoption of its digital-first healthcare delivery model.
What this transaction means for investors
A key thing that sticks out about this filing is that Chi carries five separate RSU grants that vest quarterly out through June 2029. That shows you that this kind of automatic withholding sale isn't a one-off, and it also shows you he has plenty of reason to ensure HIMS stock keeps going up, even if the past year has been tough on the market. Those RSUs total up to nearly 600,000, so they're clearly substantial.
As COO, Chi is the one running the operational side of a company that just took on a lot at once. Hims & Hers closed its Eucalyptus acquisition in June, the largest in company history, and international revenue jumped to $131.4 million in the second quarter from $7.5 million a year earlier. CFO Yemi Okupe told investors the international business is expected to generate at least $600 million in 2026 revenue while operating "at or near breakeven" on adjusted EBITDA. Ultimately, that's the trade-off Chi is actually managing, fast global scale against thin near-term profitability, and it's a better gauge of his read on the business than a scheduled tax sale.
Should you buy stock in Hims & Hers Health right now?
Before you buy stock in Hims & Hers Health, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Hims & Hers Health wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $409,970!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,381,040!*
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*Stock Advisor returns as of August 19, 2026.
Jonathan Ponciano has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Hims & Hers Health. The Motley Fool has a disclosure policy.

What Long-Term Investors Should Know About This Hims Insider Filing

Key Points
The disposition involved 10,201 shares for an estimated value of $287,000 on the August 14 transaction date.
The transaction was entirely direct, leaving the officer with 197,847 shares in direct ownership.
This disposition was non-discretionary, executed to cover tax obligations, and does not reflect the insider's view on the stock.
Chief Medical Officer Patrick Harrison Carroll disposed of 10,201 shares of Hims & Hers Health, Inc. (NYSE:HIMS) at $28.15 per share on August 14, according to a recent SEC Form 4 filing.
Transaction summary
Transaction value
$287,158
Shares sold
10,201
Post-transaction shares (directly held)
197,847
Post-transaction value
$5.6 million
Transaction value based on SEC Form 4 weighted average sale price ($28.15); post-transaction value based on the August 14 market close ($28.15).
Key questions
What was the nature of this disposition?
The sale was non-discretionary and occurred because Hims & Hers Health withheld shares to satisfy tax withholding obligations triggered by the vesting and settlement of restricted stock units.
What does the underlying vesting event mean for the insider's equity?
The transaction was part of a service-based vesting schedule, where the underlying awards vest in installments over a four-year period, ensuring continued executive alignment with long-term company performance.
What is the executive's remaining total exposure?
In addition to roughly 198,000 shares held directly, Carroll also holds additional derivative securities.
How has the stock performed leading up to this event?
At the time of this transaction on August 14, the company's shares were priced at $28.15, reflecting a one-year total return of -40% as of that date.
Company Overview
Share Price (as of market close 2026-08-17)
$28.61
Market Capitalization
$6.4 billion
Revenue (TTM)
$2.6 billion
Net Income (TTM)
-$142.0 million
Company Snapshot
Hims & Hers operates a comprehensive digital health platform that delivers prescription medications, over-the-counter drugs, medical devices, cosmetics, and dietary supplements directly to consumers through its websites and mobile application.
The company generates revenue through a direct-to-consumer model that connects users with licensed medical professionals for virtual consultations, enabling ongoing care and recurring prescription fulfillment at scale.
The platform primarily serves consumers seeking convenient, accessible healthcare solutions, with a focus on individuals managing chronic conditions and those seeking preventive care and wellness products.
Hims & Hers Health operates as a leading digital health platform with a $6.4 billion market capitalization and $2.6 billion in TTM revenue, demonstrating significant scale within the telehealth and direct-to-consumer healthcare sector. The company's integrated model combines virtual medical consultations with pharmaceutical fulfillment and consumer health products, creating multiple revenue streams and high customer lifetime value. The platform's competitive advantage stems from its seamless user experience, a network of licensed providers, and its ability to deliver comprehensive healthcare solutions through a single digital interface.
What this transaction means for investors
This is largely the same story as with other HIMS executives who filed this week: routine tax withholding tied to quarterly RSU vesting and timed to August 14 because that's when the company's vesting schedule landed.
However, what's worth knowing about Carroll specifically is what his job touches. As chief medical officer, he oversees how far Hims & Hers pushes into more complex specialties, and the company has been moving quickly in that area. Testosterone replacement therapy is on track to become the company's sixth U.S. specialty to cross a $100 million annual run rate, and CFO Yemi Okupe told investors on the firm's August 10 earnings call that gross margin compression from that kind of expansion "will remain below the levels we have historically achieved." That's the trade-off behind these clinical launches: creating more specialties but likely thinner margins, at least for now. And that's what long-term investors should stay focused on.
Should you buy stock in Hims & Hers Health right now?
Before you buy stock in Hims & Hers Health, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Hims & Hers Health wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $409,970!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,381,040!*
Now, it’s worth noting Stock Advisor’s total average return is 969% — a market-crushing outperformance compared to 215% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
Jonathan Ponciano has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Hims & Hers Health. The Motley Fool has a disclosure policy.

A Hims & Hers Insider Disposed of Stock as the Company Pushes Into Testosterone and Peptides. Here's What to Know

Key Points
The disposition involved 16,147 shares for a total transaction value of about $455,000 at $28.15 per share.
This was a non-discretionary transaction executed to satisfy tax withholding obligations following the vesting of restricted stock units.
Autor continues to maintain exposure to the company through 65,734 direct shares and nearly 428,000 derivative securities.
Chief Policy Officer Deborah M. Autor reported a non-discretionary disposition of 16,147 shares of Hims & Hers Health, Inc. (NYSE:HIMS) on August 14, according to a recent SEC Form 4 filing.
Transaction summary
Transaction value
~$455,000
Shares sold (directly held)
16,147
Post-transaction shares (directly held)
65,734
Post-transaction value
~$1.9 million
Transaction value based on SEC Form 4 weighted average sale price ($28.15); post-transaction value based on the August 14 market close ($28.15).
Key questions
What prompted the disposition of these shares?
The transaction was non-discretionary and executed specifically to cover tax liabilities associated with the vesting and settlement of restricted stock units, a routine event for executive compensation.
What is the insider's total equity exposure following this move?
While direct ownership now stands at 65,734 shares, the insider also holds 427,953 derivative securities, including unvested awards that align future incentives with shareholder performance.
How has the stock performed leading up to this transaction?
As of the August 14 transaction date, Hims & Hers Health shares had returned -38% over the preceding 12-month period.
What is the company's current financial and market profile?
The company operates a digital health platform and reported trailing-twelve-month revenue of $2.6 billion and a net loss of $142.0 million, with a market capitalization of $6.4 billion as of the latest reporting date.
Company Overview
Share Price (as of market close 2026-08-17)
$28.61
Market Capitalization
$6.4 billion
Revenue (TTM)
$2.6 billion
Net Income (TTM)
-$142.0 million
Company Snapshot
Hims & Hers operates a comprehensive digital health platform that delivers prescription medications, over-the-counter drugs, medical devices, cosmetics, and dietary supplements directly to consumers through its websites and mobile application.
The company generates revenue through a direct-to-consumer model by connecting patients with licensed medical professionals for virtual consultations and facilitating the sale of health and wellness products with recurring subscription and transaction-based revenue streams.
The company primarily serves consumers seeking convenient, accessible healthcare solutions and wellness products, targeting individuals who prefer digital-first medical consultations and home delivery of pharmaceutical and consumer health products.
Hims & Hers Health operates as a leading digital health platform with a $6.4 billion market capitalization and $2.6 billion in TTM revenue, positioning itself at the intersection of telehealth and direct-to-consumer pharmaceutical distribution. The company's integrated platform model creates competitive advantages through operational efficiency, customer convenience, and data-driven personalization. Despite current net losses of $142.0 million TTM, the company's substantial revenue base and market scale reflect strong consumer adoption of its digital-first healthcare delivery model.
What this transaction means for investors
This was a relatively small transaction, and it landed on the same day as filings from other Hims & Hers executives, including the firm's CEO and CTO. That makes this seem pretty clearly like a quarterly RSU vesting working throughout the executive ranks, as opposed to something specific to Autor, meaning nothing here points to her view of the stock.
The more useful context is what she oversees. As chief policy officer, Autor sits closest to the regulatory obstacles the company is currently having in two directions at once. The FTC sued Hims & Hers on July 29 over data-sharing and billing practices, and the company took a $47.5 million legal contingency accrual in the second quarter. Separately, the FDA hasn't yet finalized rulemaking on the peptide compounds Hims wants to sell, six of seven cleared a key advisory hearing last month, and CEO Andrew Dudum told analysts on the August 10 call that the company is "waiting on full and final rule making from the FDA" before it launches them. Both of those developments are what actually move the stock from here. Autor's 427,953 in unvested derivative securities is the real measure of how much she has riding on the outcome, not the 16,147 shares that just got disposed of.
Should you buy stock in Hims & Hers Health right now?
Before you buy stock in Hims & Hers Health, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Hims & Hers Health wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $409,970!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,381,040!*
Now, it’s worth noting Stock Advisor’s total average return is 969% — a market-crushing outperformance compared to 215% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of August 19, 2026.
Jonathan Ponciano has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Hims & Hers Health. The Motley Fool has a disclosure policy.

Indicator	TTM Median
P/E	0.00 21.70
Price/Sales	2.17 3.10
P/B	10.73 2.54
P/FCF	92.24 19.03

Indicator	TTM Median
ROE	0.00 19.44
ROA	0.00 7.04
ROI	0.00 9.42
Net Worth	7.92 0.24
Quick Ratio	0.87 1.71
Current Ratio	1.69 2.85

Indicator	TTM Median
Net Profit Margin	0.00 10.99
Operating Margin	0.00 14.14
Gross Margin	68.43 75.17
Return on tangible equity	0.00 41.48

Indicator	TTM Median
EPS	-0.10 0.46
EPS Forecast	-0.07 0.37
Revenue	753.00M 19.00M
Gross Profit	397.00M —
EBITDA	0.00 —

Hims & Hers Health, Inc.

Recent quarterly and TTM performance

Valuation

Debts

Efficiency

Other ratios

Revenue