Hims & Hers Health Registered (A) WKN: A2QMYY ISIN: US4330001060 Forum: Aktien Thema: Hauptdiskussion

Starker Ausblick bei Hims

Long

Strong

Eps-0,4 🤔

Grottenschlecht - Ohje 😅

Sind sie ja ab Q3 optimistisch

$HIMS 𝐇𝐢𝐦𝐬 & 𝐇𝐞𝐫𝐬: 𝐑𝐚𝐢𝐬𝐞𝐬 𝟐𝟎𝟐𝟔 𝐆𝐮𝐢𝐝𝐚𝐧𝐜𝐞 • 𝐆𝐋𝐏-𝟏 𝐄𝐱𝐩𝐚𝐧𝐬𝐢𝐨𝐧 𝐃𝐫𝐢𝐯𝐞𝐬 𝐆𝐫𝐨𝐰𝐭𝐡 📊 𝐑𝐞𝐬𝐮𝐥𝐭𝐬 • Revenue: $608.1M (Est. $616.85M) ❌ • Adj. EBITDA: $44.3M • Net loss: -$92.1M • Gross margin: 65% vs. 73% YoY • Subscribers: 2.58M (+9% YoY) • Free cash flow: $53.0M ⠀ 🎯 𝐆𝐮𝐢𝐝𝐚𝐧𝐜𝐞 • Q2 Revenue: $680M-$700M (Est. $642.94M) ✅ • FY2026 Revenue: $2.8B-$3.0B (Est. $2.72B) ✅ • FY2026 Adj. EBITDA: $275M-$350M ⠀ 📌 𝐊𝐞𝐲 𝐓𝐚𝐤𝐞𝐚𝐰𝐚𝐲𝐬 • Strategic GLP-1 expansion broadened customer demand and platform reach • Rest-of-world revenue surged 969% YoY driven by international expansion • Company reiterated long-term target of at least $6.5B revenue by 2030 • AI and diagnostics investments continue to pressure near-term margins • Subscriber base reached nearly 2.6M despite softer revenue per subscriber ⠀ 💬 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 𝐂𝐨𝐦𝐦𝐞𝐧𝐭𝐚𝐫𝐲 “2026 is a defining year for Hims & Hers. We’re not just growing, we’re pulling away from the field.”

Warum aber dieser miss?

Übel. But why?

Nehme an wegen der guidance. Die erhöht wurde

🚨 $HIMS Q1 EARNINGS Revenue: $608M (est. $617M) EPS: -$0.40 (est. $0.03) Adj. EBITDA: $44M (est. $45M) Gross Margin: 65% (vs 73% Q1'25) Subscribers: 2.584M (up +9% YoY) Q2 GUIDANCE Revenue: $690M Adj. EBITDA: $45M FY'26 GUIDANCE Revenue: $2.9B Adj. EBITDA: $312.5M

Das ist die sichere Insolvenz

Im Moment halten wir uns noch.

Wow was ist sind dass denn fur Zahlen. Wieso ist das überhaupt hoch gesprungen? Muss man mal genauer rein schauen

Abfahrt 😅🫠💀

Aber die guidance Subscribers: nearly 2.6M, up 9% YoY FY 2026 revenue guidance raised to $2.8B-$3.0B