HIMS operates a San Francisco-based telehealth platform founded in 2017. It links consumers with licensed professionals and provides subscription access to treatments in areas such as sexual health, dermatology, mental health, hair loss, weight management, and newer offerings like testosterone therapy. Both prescription and over-the-counter products are sold under the Hims and Hers brands through a direct-to-consumer model focused on recurring revenue.
The company reported nearly 2.9 million subscribers in the second quarter of 2026 and has grown internationally via its Eucalyptus acquisition, which brought operations in Australia, the United Kingdom, and Germany. Investors track HIMS for its revenue expansion, entry into branded GLP-1 weight-loss drugs, and plans to integrate artificial intelligence into its care platform. I also checked this using Tickeron’s AI Screener to see how the stock compares to others in the industry.
From the September 11, 2026 close of $27.51, HIMS advanced to $30.92 by the October 9 close, for a gain of about 12%. Trading stayed mostly between $27 and $31 during the period until a decisive +10% move on October 9 pushed shares back above $30 on above-average volume.
The quarterly view is less straightforward. Shares traded in the mid-$30s in mid-July before dropping to a low of $25.00 on July 29. Recovery has been gradual into the upper-$20s and low-$30s, yet the stock is still down roughly 10% from its mid-July level. The recent 30-day gain has only partly offset the earlier decline. From what I see, this pattern highlights ongoing questions around margins and regulation.
The move higher stemmed from a mix of recovery sentiment, analyst notes, and positioning ahead of earnings rather than one standout event. On October 7, 2026, the company named Jon Franklin as chief accounting officer, which some viewed as a step to bolster financial controls amid regulatory and billing attention.
The next day, Truist Securities kept a Hold rating and $32 target, pointing to proprietary credit-card data that showed third-quarter GLP-1 billing up about 22% quarter over quarter, even as September billing eased month over month. The note noted steady demand for branded weight-loss treatments alongside questions about momentum. Shares then rose 10% on October 9 on strong volume, which observers linked to pre-earnings repositioning.
The broader quarterly drop followed two key developments in late July and early August. The FTC filed a lawsuit on July 29 alleging improper sharing of health data with third parties and misleading billing practices, which sent shares toward $25. On August 10, second-quarter results showed revenue up 38% year over year to $753.2 million, but gross margin fell to 64% from 76% a year earlier, and the company posted a wider loss after absorbing acquisition, restructuring, and legal costs.
The larger story has been the shift from compounded GLP-1 medications to branded, FDA-approved treatments, sped up by the settlement with Novo Nordisk (NVO). Management lifted full-year 2026 revenue guidance to $3.1 billion to $3.3 billion, yet lower margins and higher expenses have left investors weighing whether growth can lead to lasting profits. I checked the setup using Tickeron’s AI Trend Prediction Engine for additional context on the move.
The immediate focus is the third-quarter earnings report due in early November 2026. Attention will center on whether revenue growth stays near the upper end of guidance, if gross margins stabilize, and whether the branded GLP-1 transition improves unit economics.
Additional items include the FTC litigation outcome and any costs, progress with international expansion via Eucalyptus, returns on AI investments, and regulatory shifts around peptide and compounded treatments. Analyst views remain measured, with a consensus Hold rating and targets clustered around the low $30s, reflecting a cautious stance on profitability.
When analyzing names like HIMS, I often turn to Tickeron’s AI Trading Bots for a rules-based perspective. These bots monitor thousands of tickers across different strategies and timeframes, letting me compare automated approaches without relying solely on discretionary calls. The platform helps surface data-driven options that align with my overall view of the setup.
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
Sergey Savastiouk, Ph.D. has a degree in Applied Mathematics from Moscow University and has extensive experience as an entrepreneur, investor, manager, and mathematician. His professional expertise is in applied mathematics, mathematical modeling, system and pattern analysis, and software and hardware system integration. He has served as the CEO of several hi-tech start-up companies and nonprofit organizations, which has given him proven capabilities in business strategy for high-tech start-up companies, market assessment, company formation, team building, product development, marketing, and sales. He has published numerous articles in journals and magazines on related fields. As a retail investor, he spent 15 years developing his proprietary trading and quantitative algorithms (now Tickeron’s A.I.), which brought him significant returns in trading the stock market. His current work and goal in founding Tickeron is to bring professional, sophisticated stock market analysis capabilities to retail investors via an easy-to-use interface.
The Stochastic Oscillator for HIMS moved out of overbought territory on September 23, 2026. This could be a bearish sign for the stock and investors may want to consider selling or taking a defensive position. A.I.dvisor looked at 61 similar instances where the indicator exited the overbought zone. In 52 of the 61 cases the stock moved lower. This puts the odds of a downward move at 85%.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where HIMS declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 82%.
HIMS broke above its upper Bollinger Band on October 09, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.
The Aroon Indicator for HIMS entered a downward trend on September 22, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.
The Momentum Indicator moved above the 0 level on October 09, 2026. You may want to consider a long position or call options on HIMS as a result. In 67 of 84 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 80%.
The Moving Average Convergence Divergence (MACD) for HIMS just turned positive on September 18, 2026. Looking at past instances where HIMS's MACD turned positive, the stock continued to rise in 38 of 45 cases over the following month. The odds of a continued upward trend are 84%.
HIMS moved above its 50-day moving average on October 09, 2026 date and that indicates a change from a downward trend to an upward trend.
Following a +3.63% 3-day Advance, the price is estimated to grow further. Considering data from situations where HIMS advanced for three days, in 244 of 283 cases, the price rose further within the following month. The odds of a continued upward trend are 86%.
The Tickeron Price Growth Rating for this company is 44 (best 1 - 100 worst), indicating steady price growth. HIMS’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Seasonality Score of 50 (best 1 - 100 worst) indicates that the company is fair valued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
The Tickeron Profit vs. Risk Rating rating for this company is 73 (best 1 - 100 worst), indicating that the returns do not compensate for the risks. HIMS’s unstable profits reported over time resulted in significant Drawdowns within these last five years. A stable profit reduces stock drawdown and volatility. The average Profit vs. Risk Rating rating for the industry is 84, placing this stock better than average.
The Tickeron PE Growth Rating for this company is 76 (best 1 - 100 worst), pointing to worse than average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Valuation Rating of 81 (best 1 - 100 worst) indicates that the company is slightly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (20.704) is normal, around the industry mean (43.873). P/E Ratio (57.137) is within average values for comparable stocks, (141.710). Projected Growth (PEG Ratio) (2.624) is also within normal values, averaging (2.152). Dividend Yield (0.000) settles around the average of (0.005) among similar stocks. P/S Ratio (2.686) is also within normal values, averaging (178.797).
The Tickeron SMR rating for this company is 97 (best 1 - 100 worst), indicating weak sales and an unprofitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
a company, which is involved in real estate investment trusts
Industry PharmaceuticalsGeneric