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HIMS

Hims Hers HealthB
NYSE / Health Care Equipment & Services
Last Price
Quote time unavailable
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Current thesis
The Q2 print shows strong top-line reacceleration, subscriber growth, higher revenue per subscriber, and a materially higher FY2026 revenue outlook. International expansion and AI/technology investment could support the longer-term platform thesis.
Posture
Constructive
Lead driver
Sentiment
What changed
Sentiment remains the lead driver in the composite, 7D delta +8.2.
What can break
Execution risk from rapid international expansion and the Eucalyptus integration.
Momentum
18
Value
50
Sentiment
79
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $32.50 · Bull $38.00 · Bear $22.50Analysis 2026-08-13; returns require an exact persisted reference.
Data freshness
Prices
Unavailable: Price unavailable
Fundamentals
As of 2026-08-17 • Vendor: Data Vendor v1
Scores
As of 2026-09-09 • Model: HYBRID_IC_RP
AI Memo
As of 2026-08-13 • Model: RankAlpha Sentiment Codex
Investment thesis
As of 2026-09-09

Grade is the composite factor band; factor scores use a 0–100 scale. Confidence describes evidence quality, not a probability of return. Score date: 2026-09-09. Definitions

Supporting evidence
What
Grade B · Constructive
Confidence Medium · Net Neutral
Target $32.22
Why
Momentum18 · Δ7d +0.8
Value50 · Δ7d -0.1
Sentiment79 · Δ7d +8.2
So what
Strength-led posture (Net Neutral). Favor watchlist adds and disciplined entries.

Confirming evidence

  • • Sentiment remains the lead driver in the composite, 7D delta +8.2.

Contradictions & invalidation

  • • Execution risk from rapid international expansion and the Eucalyptus integration.
  • • Gross margin compression from 76% to 64% year over year.
  • • Growth is coming with substantially weaker gross margin, a larger net loss, lower adjusted EBITDA, and negative operating cash flow.

Catalyst clock

2026-11-11

Raised FY2026 outlook and Q3 guide

Lead driver: Sentiment · See AI snapshot
Momentum
18
9% active weight
Current posture
7d trendImproving
Δ7d
+0.8
Δ21d
-0.1
Value
50
28% active weight
Current posture
7d trendFlat
Δ7d
-0.1
Δ21d
-1.1
Sentiment
79
62% active weight
Current posture
7d trendImproving
Δ7d
+8.2
Δ21d
-2.1
Why this grade

Composite grade B. Momentum 17.6 / Value 49.7 / Sentiment 78.9

Scenario snapshot

Scenario probability is memo-authored likelihood, not forecast certainty. Targets belong to the analysis dated 2026-08-13. Scenario method

B+
Bull case
25%
Probability
Target price
$38.00
Analysis reference price unavailable
Analysis 2026-08-13 · RankAlpha Sentiment Codex
Most likely
B
Base case
50%
Probability
Target price
$32.50
Analysis reference price unavailable
Analysis 2026-08-13 · RankAlpha Sentiment Codex
B-
Bear case
25%
Probability
Target price
$22.50
Analysis reference price unavailable
Analysis 2026-08-13 · RankAlpha Sentiment Codex
Fundamentals (TTM)
As of 2026-08-17
Market Cap
$6.68B
Beta
2.43
Shares Out
233.31M
P/E (TTM)
64.5
P/S (TTM)
3.57
P/FCF (TTM)
66.13
Rev YoY
+38.2%
EPS YoY
-320.7%
Gross Margin
+54.2%
Op Margin
-0.0%
Net Debt
$543.1M
Current Ratio
0.93
As of 2026-09-09 • Updated nightlySource: Internal modelMethods & Data