Needham on Hims and Hers (HIMS): 'we believe this incremental near-term investment and likely growing pains'

Go back to Needham on Hims and Hers (HIMS): 'we believe this incremental near-term investment and likely growing pains'

Hims and Hers (HIMS) PT Lowered to $48 at Jefferies, 'want to see proof points of consumer traction'

November 4, 2025 8:06 AM EST

Jefferies analyst Glen Santangelo lowered the price target on Hims and Hers (NYSE: HIMS) to $48.00 (from $51.00) while maintaining a Hold rating.

The analyst comments "HIMS delivered a solid Q3, with revs, EBITDA, & EPS beating Street ests by 3%, 15%, & 30% respectively. EBITDA margins of 13.1% beat Street... More

Hims and Hers (HIMS) PT Raised to $32 at BofA Securities

November 4, 2025 5:10 AM EST

BofA Securities analyst Allen Lutz raised the price target on Hims and Hers (NYSE: HIMS) to $32.00 (from $28.00) while maintaining a Underperform rating.

The analyst comments "HIMS reported a mixed quarter with revenue/EBITDA exceeding Street/BofA estimates and total subscribers falling below expectations (see our first take report). The Sexual... More

BTIG Hims and Hers (HIMS): 'MAHA is being Implemented through HIMS with Proactive Health'

November 4, 2025 4:35 AM EST

BTIG analyst David Larsen reiterated a Buy rating and $85.00 price target on Hims and Hers (NYSE: HIMS).

The analyst comments "On Monday, 11/3/25 AMC, HIMS reported good 3Q:25 results. Revenue of $599M +49% y/y exceeded BTIG / consensus / guidance of $580.1M / $580M / $570M-$590M and adjusted EBITDA of $78.4M +53% y/y also came in well ahead of BTIG / consensus / guidance of $70.5M / $68M / $60M-$70M. HIMS... More

Canaccord Genuity Reiterates Buy Rating on Hims and Hers (HIMS)

November 4, 2025 3:20 AM EST

Canaccord Genuity analyst Maria Ripps reiterated a Buy rating and $68.00 price target on Hims and Hers (NYSE: HIMS).

The analyst commented: "Hims reported strong Q3 results, with both revenue and adj. EBITDA exceeding guidance. Excluding the impact of the ongoing transition within on-demand sexual health, subscribers grew 40% y/y, and Hims is also seeing sustained success cross-selling treatments, with multi-condition subscribers up 80% y/y and now representing 20% of total subscribers. Ongoing efforts to build out its vertically integrated operational... More

After-hours movers: Palantir, Hims & Hers Health, Sarepta Therapeutics, Sanmina

November 3, 2025 4:41 PM EST

After-hours movers:

Palantir (NASDAQ: PLTR) rose 2% after reporting solid quarterly results and better than expected guidance. Palantir sees Q4 2025 revenue of $1.327-1.331 billion, versus the consensus of $1.18 billion.

Hims & Hers Health (NYSE:... More

Hims and Hers tops revenue estimates as telehealth provider attracts more users

November 3, 2025 4:19 PM EST

By Kamal Choudhury and Amina Niasse

(Reuters) -Hims and Hers Health beat Wall Street estimates for third-quarter revenue on Monday, as the telehealth company added subscribers and expanded its personalized healthcare offerings.

The company and rivals have launched programs that offer "personalized" versions of semaglutide, the active ingredient in Novo Nordisk's weight-loss drug Wegovy, at doses not accessible through the branded manufacturers, following the government's ban on the mass production of copies.

Hims & Hers said it was in active talks with Novo to offer Wegovy injections and, once approved, an oral version through its platform.

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Hims & Hers in talks with Novo Nordisk to offer Wegovy treatments

November 3, 2025 4:10 PM EST

Hims & Hers Health Inc. (NYSE: HIMS) announced it is in discussions with Novo Nordisk A/S (NYSE: NVO) to potentially offer Wegovy injections and an oral version of Wegovy through its platform, pending FDA approval of the oral... More

Hims & Hers Health, Inc. (HIMS) Misses Q3 EPS by 4c, Offers Guidance

November 3, 2025 4:09 PM EST

Hims & Hers Health, Inc. (NYSE: HIMS) reported Q3 EPS of $0.06, $0.04 worse than the analyst estimate of $0.10. Revenue for the quarter came in at $600 million versus the consensus estimate of $580.37 million.

GUIDANCE:

Hims & Hers Health, Inc. sees Q4 2025 revenue of $605-625... More

Hims & Hers Health, Inc. (HIMS) call put ratio 1.4 calls to 1 put into quarter results

November 3, 2025 10:17 AM EST

Hims & Hers Health, Inc. (NYSE: HIMS) November 7 weekly call option implied volatility is at 171, November is at 111; compared to its 52-week range of 67 to 145. Call put ratio 1.4 calls to 1 put into the expected release of quarter results today after the bell.

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Hims & Hers Health, Inc. (HIMS) call put ratio 1.4 calls to 1 put into quarter results

October 31, 2025 10:29 AM EDT

Hims & Hers Health, Inc. (NYSE: HIMS) November 7 weekly call option implied volatility is at 34, November is at 112; compared to its 52-week range of 67 to 145. Call put ratio 1.4 calls to 1 put into the expected release of quarter results after the bell on November 3.

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Hims & Hers Health, Inc. (HIMS) call put ratio 1.1 calls to 1 put into quarter results

October 31, 2025 4:26 AM EDT

Hims & Hers Health, Inc. (NYSE: HIMS) November 7 weekly 44 straddle priced for a move of 17%. Call put ratio 1.1 calls to 1 put into the expected release of quarter results after the bell on November 3.

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