Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Hims & Hers Health (HIMS)
NYSEHealth CareMedical - Care FacilitiesSnapshot 2026-11-04
$24.06-9.75%
Close 2026-11-05 · 1-day change
NYSEHealth CareMedical - Care FacilitiesSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
0.30 → 0.30 EPS · FY ending Dec 31, 2027 · 9 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 9 to 9; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for HIMS yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
4 published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Cash from operations improves toward prior levels | Cash flow and profit are still weak but improving. | Broken | Cash from operations falls below $89 million quarterly | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
This is a high-risk growth business, not yet a proven durable compounder, because it remains loss-making. The multi-year thesis is still active: revenue growth and international expansion are on track, while technology investment has mixed evidence and recent financial performance is weak.
The valuation evidence is mixed: HIMS is described as cheap versus peers, while the model also shows a 0.75 premium versus peers and a negative expectations gap. Overall, priced-in risk is tagged as justified, with no fragility flags, but the evidence does not support a clear claim that expectations are either low or undemanding.
Near term, revenue growth has been strong, and management raised its 2026 revenue guidance while reaffirming its 2030 goal. However, the latest earnings miss, a record of recent misses, and volatile management make execution less certain; technology investment has not yet shown measured cost savings.
The multi-year case depends on sustaining revenue growth, turning international expansion into lasting business progress, and showing that technology investment improves efficiency. Near term, a reversal of recently raised guidance would damage credibility, while weaker jobs data could add pressure; continued strength from healthcare bellwethers would support the sector backdrop.
Over the next one to three years, HIMS has credible growth initiatives, but the loss-making profile, weak recent results, and execution risks leave the thesis in a watch state. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| A supporting condition in Hims & Hers Health's published investment case. The stated target is Operating income improves toward breakeven. |
| Improving |
| Operating income remains below negative $78 million |
Operating income: $-97.192M FY2026-Q2; GAAP. Published target: Operating income improves toward breakeven. Target period is not explicitly aligned with this observation. Aug 10, 2026-97,192,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Revenue reaches $2.8-$3.0 billion in 2026 | A primary condition in Hims & Hers Health's published investment case. The stated target is >= $2.8 billion. | Intact | Revenue falls below $2.8 billion in FY26 | Revenue: $753.214M FY2026-Q2; GAAP. Published target: >= $2.8 billion. Annual target cannot be compared with a quarterly or TTM observation. Aug 10, 2026753,214,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Subscriber base grows to at least 2.6 million | A primary condition in Hims & Hers Health's published investment case. The stated target is >= 2.6 million subscribers. | Intact | Subscriber count falls below 2.6 million | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$0.47 → $0.30 · observed estimates
$3.46B → $4.05B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $0.47 | $3,457,723,540 | 3 / 2 |
| 2026-07-25 | $0.47 | $3,457,723,540 | 3 / 2 |
| 2026-07-26 | $0.47 | $3,525,018,238 | 3 / 3 |
| 2026-07-27 | $0.47 | $3,525,018,238 | 3 / 3 |
| 2026-07-28 | $0.62 | $4,158,039,390 | 3 / 3 |
| 2026-07-29 | $0.62 | $4,158,039,390 | 3 / 3 |
| 2026-07-30 | $0.62 | $4,158,039,390 | 3 / 3 |
| 2026-07-31 | $0.62 | $3,928,010,540 | 3 / 4 |
| 2026-08-01 | $0.47 | $3,525,020,974 | 3 / 4 |
| 2026-08-02 | $0.62 | $4,158,039,390 | 3 / 3 |
| 2026-08-03 | $0.62 | $4,158,039,390 | 3 / 3 |
| 2026-08-04 | $0.47 | $3,525,020,974 | 3 / 4 |
| 2026-08-05 | $0.47 | $3,525,020,974 | 3 / 4 |
| 2026-08-06 | $0.47 | $3,525,020,974 | 3 / 4 |
| 2026-08-07 | $0.47 | $3,525,020,974 | 3 / 4 |
| 2026-08-08 | $0.47 | $3,525,020,974 | 3 / 4 |
| 2026-08-09 | $0.62 | $4,158,039,390 | 3 / 3 |
| 2026-08-10 | $0.47 | $3,525,020,974 | 3 / 4 |
| 2026-08-12 | $0.58 | $4,001,620,250 | 10 / 12 |
| 2026-08-13 | $0.58 | $4,001,620,250 | 10 / 12 |
| 2026-08-14 | $0.47 | $3,525,020,974 | 3 / 4 |
| 2026-08-15 | $0.47 | $3,525,020,974 | 6 / 7 |
| 2026-08-16 | $0.47 | $3,525,020,974 | 6 / 7 |
| 2026-08-17 | $0.47 | $3,525,020,974 | 6 / 7 |
| 2026-08-18 | $0.47 | $3,525,020,974 | 6 / 7 |
| 2026-08-19 | $0.47 | $3,525,020,974 | 6 / 7 |
| 2026-08-20 | $0.40 | $3,924,282,112 | 9 / 10 |
| 2026-08-21 | $0.36 | $3,983,282,112 | 9 / 10 |
| 2026-08-22 | $0.36 | $3,983,282,112 | 9 / 10 |
| 2026-08-23 | $0.36 | $3,983,282,112 | 9 / 10 |
| 2026-08-24 | $0.36 | $3,983,282,112 | 8 / 10 |
| 2026-08-25 | $0.36 | $4,028,753,541 | 8 / 11 |
| 2026-08-26 | $0.36 | $4,028,753,541 | 8 / 11 |
| 2026-08-27 | $0.36 | $4,028,753,541 | 8 / 11 |
| 2026-08-28 | $0.36 | $4,028,753,541 | 8 / 11 |
| 2026-08-29 | $0.36 | $4,028,753,541 | 8 / 11 |
| 2026-08-30 | $0.36 | $4,028,753,541 | 8 / 11 |
| 2026-08-31 | $0.36 | $4,028,753,541 | 8 / 11 |
| 2026-09-01 | $0.36 | $4,028,753,541 | 8 / 11 |
| 2026-09-02 | $0.36 | $4,028,753,541 | 8 / 11 |
| 2026-09-03 | $0.36 | $4,028,753,541 | 8 / 11 |
| 2026-09-04 | $0.30 | $4,042,627,255 | 8 / 11 |
| 2026-09-05 | $0.30 | $4,042,627,255 | 8 / 11 |
| 2026-09-06 | $0.30 | $4,042,627,255 | 8 / 11 |
| 2026-09-07 | $0.30 | $4,042,627,255 | 8 / 11 |
| 2026-09-08 | $0.30 | $4,042,627,255 | 8 / 11 |
| 2026-09-09 | $0.30 | $4,042,627,255 | 8 / 11 |
| 2026-09-10 | $0.30 | $4,042,627,255 | 8 / 11 |
| 2026-09-11 | $0.30 | $4,042,627,255 | 8 / 11 |
| 2026-09-12 | $0.30 | $4,047,052,105 | 8 / 11 |
| 2026-09-13 | $0.30 | $4,047,052,105 | 8 / 11 |
| 2026-09-14 | $0.30 | $4,047,052,105 | 8 / 11 |
| 2026-09-15 | $0.30 | $4,047,052,105 | 8 / 11 |
| 2026-09-16 | $0.30 | $4,047,052,105 | 8 / 11 |
| 2026-09-17 | $0.30 | $4,047,052,105 | 9 / 12 |
| 2026-09-18 | $0.30 | $4,047,052,105 | 9 / 12 |
| 2026-09-19 | $0.30 | $4,047,052,105 | 9 / 12 |
| 2026-09-20 | $0.30 | $4,047,052,105 | 9 / 12 |
| 2026-09-21 | $0.30 | $4,047,052,105 | 9 / 12 |
| 2026-09-22 | $0.30 | $4,047,052,105 | 9 / 12 |
| 2026-09-23 | $0.30 | $4,047,052,105 | 9 / 12 |
| 2026-09-24 | $0.30 | $4,047,052,105 | 9 / 12 |
| 2026-09-25 | $0.30 | $4,047,052,105 | 9 / 12 |
| 2026-09-26 | $0.30 | $4,047,052,105 | 9 / 11 |
| 2026-09-27 | $0.30 | $4,047,052,105 | 9 / 11 |
| 2026-09-28 | $0.30 | $4,047,052,105 | 9 / 11 |
| 2026-09-29 | $0.30 | $4,045,172,724 | 9 / 11 |
| 2026-09-30 | $0.30 | $4,045,172,724 | 9 / 11 |
| 2026-10-01 | $0.30 | $4,045,172,724 | 9 / 11 |
| 2026-10-02 | $0.30 | $4,045,172,724 | 9 / 11 |
| 2026-10-03 | $0.30 | $4,045,186,844 | 9 / 11 |
| 2026-10-04 | $0.30 | $4,045,186,844 | 9 / 11 |
| 2026-10-05 | $0.30 | $4,045,186,844 | 9 / 11 |
| 2026-10-06 | $0.30 | $4,045,186,844 | 9 / 11 |
| 2026-10-07 | $0.30 | $4,045,186,844 | 9 / 11 |
| 2026-10-08 | $0.30 | $4,045,186,844 | 9 / 11 |
| 2026-10-09 | $0.30 | $4,045,186,844 | 9 / 11 |
| 2026-10-10 | $0.30 | $4,045,186,844 | 9 / 11 |
| 2026-10-11 | $0.30 | $4,045,186,844 | 9 / 11 |
| 2026-10-12 | $0.30 | $4,045,186,844 | 9 / 11 |
| 2026-10-13 | $0.30 | $4,045,186,844 | 9 / 11 |
| 2026-10-14 | $0.30 | $4,045,186,844 | 9 / 11 |
| 2026-10-15 | $0.30 | $4,045,186,844 | 9 / 11 |
| 2026-10-16 | $0.30 | $4,045,186,844 | 9 / 11 |
| 2026-10-17 | $0.30 | $4,045,186,844 | 9 / 11 |
| 2026-10-18 | $0.30 | $4,045,186,844 | 9 / 11 |
| 2026-10-19 | $0.30 | $4,045,186,844 | 9 / 11 |
| 2026-10-20 | $0.30 | $4,045,186,151 | 9 / 11 |
| 2026-10-21 | $0.30 | $4,045,188,772 | 9 / 11 |
| 2026-10-22 | $0.30 | $4,045,188,772 | 9 / 11 |
| 2026-10-23 | $0.30 | $4,045,188,772 | 9 / 11 |
| 2026-10-24 | $0.30 | $4,045,188,772 | 9 / 11 |
| 2026-10-25 | $0.30 | $4,045,188,772 | 9 / 11 |
| 2026-10-26 | $0.30 | $4,045,188,772 | 9 / 11 |
| 2026-10-27 | $0.30 | $4,045,188,772 | 9 / 11 |
| 2026-10-28 | $0.30 | $4,045,188,772 | 9 / 11 |
| 2026-10-29 | $0.30 | $4,045,188,772 | 9 / 11 |
| 2026-10-30 | $0.30 | $4,045,188,772 | 9 / 11 |
| 2026-10-31 | $0.30 | $4,045,188,772 | 9 / 11 |
| 2026-11-01 | $0.30 | $4,045,188,772 | 9 / 11 |
| 2026-11-02 | $0.30 | $4,045,188,772 | 9 / 11 |
| 2026-11-03 | $0.30 | $4,045,188,772 | 9 / 11 |
| 2026-11-04 | $0.30 | $4,045,188,772 | 9 / 11 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 3 Buy / Strong Buy · 12 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 0 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
Nov 9, 2026
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Review earnings4 of 4 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.