Post-earnings recap
Reported
Mon, May 11, 2026
EPS actual
$-0.40
EPS est.
$0.04
EPS surprise
-1030.23%
1-day move
+3.08%
Hims & Hers Health reported a significant miss on EPS, which may raise concerns among investors about the company's profitability. Despite this, the stock rose by 3.08%, indicating that investors might be reacting positively to other aspects of the business or overall market conditions. Without guidance or commentary from management, the outlook remains uncertain.
| Metric | Actual | Expected | Surprise |
|---|---|---|---|
| EPS | $-0.40 | $0.13 | -1030.23% |
| Revenue | — | $617M | — |
No transcript is on record for the earnings call, so the analysis is based solely on numerical results.
Hims & Hers Health, Inc. is a health care company focused on providing accessible health and wellness products, primarily through telehealth services. Operating in the Health Care sector, it addresses growing consumer demand for convenient and affordable health solutions, particularly in areas like mental health, sexual health, and personal care.
Last quarter
In the last quarter, Hims & Hers reported an EPS of $0.08, significantly exceeding expectations, which contributed to a modest stock decline the following day. The company has shown a mixed performance in previous quarters, with notable surprises in earnings.
Management promises and guidance
EPS beat streak
0Q
EPS beat rate
50%
Avg EPS surprise
-89.32%
Avg 1-day reaction
+1.31%
Analysts are cautiously optimistic about Hims & Hers' upcoming earnings, expecting a solid EPS and revenue growth. The company has a history of beating earnings estimates, which could lead to positive market reactions.
Bull case
If Hims & Hers exceeds the EPS estimate and shows strong revenue growth, it could signal robust demand for its services and lead to a significant stock price increase.
Bear case
Conversely, if the company fails to meet earnings expectations or shows signs of slowing growth, it could raise concerns about its market position and lead to a decline in stock value.
Key metrics to watch
EPS
$0.13Earnings per share is a key indicator of the company's profitability and financial health, which investors closely monitor.
Revenue
$617MRevenue growth reflects the company's ability to attract and retain customers, which is crucial for its long-term success.
The print will turn on these.
Q1
Will Hims & Hers achieve an EPS of at least $0.13?
This EPS figure is critical as it sets the benchmark for market expectations and could influence investor sentiment significantly.
Q2
How does the company plan to drive revenue growth beyond the expected $617M?
Understanding growth strategies is essential for assessing the company's long-term viability and market competitiveness.
—
Est. EPS
—
Est. Rev
—
Impl. Move
±4.6%
Why consensus could be wrong
The consensus may underestimate the company's growth potential due to its expanding product lines and increasing consumer demand for telehealth services.
Supporting evidence
Hims & Hers has consistently beaten EPS estimates in recent quarters, indicating strong operational performance.
The options market is pricing in a significant move, suggesting that investors anticipate a more volatile reaction than historical averages.
Insider selling activity, while notable, may not reflect the company's overall growth trajectory.
Key risk
If the EPS comes in below $0.10, it could challenge the current positive outlook.
Pre-commit to what would confirm each case.
The market is weighing the company's ability to maintain growth against rising competition in the telehealth space.
Bull confirmed if
Achieving an EPS of $0.15 or higher with revenue exceeding $620M would confirm strong operational momentum.
Bear confirmed if
An EPS below $0.10 or revenue below $600M would signal potential issues in customer retention or market demand.
What the market is pricing for the move.
Implied Move
±19.41%
Historical Avg
±2.1%
The options market is pricing in a significant potential movement in the stock, suggesting that investors expect volatility around the earnings announcement.
Options are pricing ±19.4% while HIMS has averaged ±2.1% over the last 8 prints — setup is pricing rich.
ATM IV
2.3%
30d HV
88.7%
Open-market trades by officers, directors, and 10%+ holders over the trailing 90 days.
Bought
$0.00
0 sh
0 insiders
Sold
$160,357.37
5,461 sh
2 insiders
Net
$160,357.37
Net selling
Most Active Insiders· 2 open-market trades
$100,957.37
Net selling
Likely market behavior by outcome. Not investment advice.
Beat & raise
If Hims & Hers beats expectations, history suggests a potential stock increase of around +1.67%, confirming positive market sentiment.
In line / cautious
If results are in line with expectations, the stock may experience a muted reaction, reflecting cautious investor sentiment.
Miss
A miss on earnings could lead to a decline of about -0.88%, as investors reassess the company's growth prospects.
The lines on the call that would change the story.
$59,400.00
Net selling
Recent Transactions
Sep 30, 2026 · @ $29.17
3,461 sh
$100,957.37
Oct 1, 2026 · @ $29.70
2,000 sh
$59,400.00
Open-market trades only (Form 4 codes P/S). Awards, exercises, and tax-withholding excluded as routine compensation noise.