HIMSHims & Hers Health, Inc.
- Next report
- No date yet
- none in the next 8 weeks
- Last result
- $0.03Missed
- vs $0.07 expected on Nov 9
- Price
- $20.01
- −3.84% today · $5.79B cap
Past and upcoming reports
1
| Nov 9, 2026 | Sep 30, 2026 | After the market closes | $0.07 | Missed$0.03 |
After the report
Nov 9, 2026 report
HIMS delivered an EPS miss as subscriber and gross-margin deterioration outweighed continued international expansion
Hims & Hers reported $0.03 EPS versus $0.07 estimated on November 9, while post-earnings commentary cited a first sequential subscriber decline and gross margin falling from 74% to 57% year over year. The stock rose 8.78% to $20.81 on November 11, but remained below its 20-, 50-, and 200-day moving averages after a 29.96% one-month decline.
Reported against expected
MissedReported EPS was $0.03 versus $0.07 estimated, a $0.04 miss or 57.1% downside surprise.
Guidance
RaisedNo explicit company guidance was provided in the payload. the available forward signal was a margin-recovery focus amid weaker subscribers and increased AI investment.
How the stock reacted
The stock rose $1.68, or 8.78%, to $20.81 on November 11. event-day and subsequent reaction-window percentages were unavailable.
What changed
EPS missed $0.07 consensus at $0.03, while gross margin fell from 74% to 57% year over year and subscribers declined sequentially.
What the price now assumes
The 8.78% rebound to $20.81 contrasts with a 29.96% one-month decline and forward P/E of 72.8.
What it means for the business
Maintain a cautious bias. upgrade only if subscribers return to sequential growth and gross margin recovers from 57%.
The next one to three months, as we saw it then
Better case25%
A credible margin recovery and renewed subscriber growth could validate profitable-growth concerns despite the recent EPS miss.
Base case50%
International expansion supports growth, but weak margins and subscriber momentum keep the recovery thesis unproven over the next 30-90 days.
Worse case25%
Further subscriber losses and lower pricing could extend margin compression, making the 72.8 forward P/E difficult to support.
If you hold it
Hold only if the next quarterly update shows sequential subscriber growth and gross-margin recovery from 57%. otherwise trim.
If you are watching
Enter only after sequential subscribers resume growing and gross margin improves. no trade while both metrics remain deteriorated.
Scenario odds are a judgement, not measured.