HIMS

Hims Hers HealthB

NYSE / Health Care Equipment & Services

Quote time unavailable

View Chart

AI scenario view

RankAlpha Sentiment CodexPost-earnings T+3

B+

Bull case

25%

Probability

Target price

$38.00

Analysis reference price unavailable

Analysis 2026-08-13 · RankAlpha Sentiment Codex

Most likely

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

The current persistence contract does not provide an exact AI reference price. RankAlpha therefore does not calculate scenario return from the live quote. How scenarios are presented

AI sentiment snapshot

Latest data as of 2026-08-13

AI commentary

The post-earnings tone is mixed: strong revenue, subscriber growth, and raised guidance are offset by weaker margins, losses, and cash burn. The supplied RankAlpha anchor was $29.97 on 2026-08-12, but an attributable post-release move versus the pre-earnings close is not provided. Reliable post-print analyst revisions and target changes are unavailable, and the peer set has only one reasonably direct operating comparator. Social and options inputs were not available in the evidence packet, so confidence remains reduced.

RankAlpha Sentiment Codex - 2026-08-13

Open post-earnings memo

Evidence flagged

report lacks a dated company-specific catalyst beyond generic cadence for its sector profile; peer set is too generic or lacks enough direct operating comparators; later post-earnings follow-up lacks concrete company-source and analyst/market reaction evidence

Impact

tentative

Confidence

AI events

2026-11-11eventRaised FY2026 outlook and Q3 guideHigh impact

Q2 revenue reached $753.2 million, up 38% year over year, while management raised FY2026 revenue guidance to $3.1-$3.3 billion and provided Q3 revenue guidance of $880-$900 million. [#SEC-8K-2026-08-10]

2026-11-11catalystPost-earnings margin and cash-flow digestionMedium impact

Gross margin fell to 64% from 76%, net loss was $86.3 million, adjusted EBITDA declined to $60.3 million, and operating cash flow remained negative. Secondary headlines emphasize the tension between strong revenue growth and profitability pressure; analyst revision data is unavailable. [#SEC-8K-2026-08-10]

2027-08-13catalystSubscriber and international growthHigh impact

Subscribers rose 19% year over year to nearly 2.9 million, with international revenue exceeding 17-fold year over year after the Eucalyptus acquisition. [#SEC-8K-2026-08-10]

View full catalyst timeline

Recommendation

N/A

No formal recommendation provided.

Open AI Memo

As of 2026-08-13 • Updated nightlySource: Internal modelMethodology