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

Die Reaktion bislang ist aber sehr HIMS untypisch! Mache mir gerade sorgen um die Aktie, die zuckt ja kaum 😂

junge waren für kurze Zeit schöne Einkaufskurse

Die bude macht noch immer verluste. Also novo geplagter kann ich nur sagen da müsste es 20% bergab gehen. Aber die amis lieben ihre aktien.

Herzinfarkt gefährdet hier

Hmm, ja Verlust ist natürlich nicht so nice aber gerade geht es um Wachstum, wachstum, wachstm und vor allem ist eucalyptus noch nicht so profitabel Mir gefällt der Ausblick! Mal schauen was sie noch sagen Denke wir könnten positiv reagieren diese Woche

Aus +10 ja.

Dreht einfach wieder ins grüne. Markt ist durch

Ich auch nicht. Aber grad war es doch bei 29 USD unten. Von 34 ists schon einer.

Ich sehe gar keinen Einbruch

Der handel ist doch jetzt auch nicht aussagekräftig

leider 6 monate zu späte, die phase wo alles mit ai im zusammmenhang gekauft wird ist leider auch schon wieder vorbei😂

Es bricht zumindest nicht 2-stellig ein 🫣

🚨 BREAKING: $HIMS IS OPENING AN AI R&D LAB IN MENLO PARK, CALIFORNIA WILL TRANSITION ITS TECHNICAL TEAM TO IN-PERSON WORK "We've decided to accelerate our investment in bringing this experience to life for all of our customers. We announced in our Q2'26 earnings today that we're increasing our AI investment by bringing new AI talent to the team, continuing to invest in our existing talent, and opening an AI R&D lab in Menlo Park, where our technical team can work together in person in the heart of Silicon Valley. We expect this investment to pay for itself within 12 to 18 months, and more importantly, we expect it will allow us to make our offerings more affordable for customers and to expand internationally more quickly."

Revenue jumping 38%… while margins and profitability take a hit from expansion 👀 📊 KEY METRICS (Q2 2026) 🔹 Revenue: $753.2M (+38% YoY) 🟢 🔹 Subscribers: 2.9M (+19% YoY) 🟢 🔹 Monthly Revenue per Avg Subscriber: $92 (+21% YoY) 🟢 🔹 Gross Margin: 64% (down from 76%) 🔹 Net Income/(Loss): –$86.3M (vs +$42.5M prior year) 🔹 Adjusted EBITDA: $60.3M (down from $82.2M) 🔹 Free Cash Flow: –$68.2M 🔹 Cash: $609.8M 👉 Core takeaway: Strong top-line and subscriber growth driven by international expansion, offset by margin compression and a swing to net loss 📈 GROWTH ENGINE 🟢 U.S. revenue +16% 🟢 Rest of World revenue >17x to $131.4M (boosted by Eucalyptus acquisition) 🟢 Higher monetization per subscriber 🟢 Continued subscriber base expansion 👉 This is: a telehealth / consumer health platform scaling aggressively via M&A and geographic expansion 📅 RAISED 2026 GUIDANCE 🔹 Full-year Revenue: $3.1–$3.3B 🟢 🔹 Full-year Adjusted EBITDA: $275–$325M (9–10% margin) 🔹 Q3 Revenue: $880–$900M 🔹 Q3 Adjusted EBITDA: $75–$95M 👉 Important: Management signaling confidence in continued scale despite near-term margin pressure 📉 PROFITABILITY & COST PRESSURE 🔻 Gross margin dropped 12 points 🔻 Swing from profit to significant net loss 🔻 Adjusted EBITDA declined 🔹 Operating expenses rose sharply (marketing, ops, tech, G&A + legal/acquisition charges) 🔻 Free cash flow remained negative 👉 Translation: Heavy investment in growth, integration, and international ramp weighing on near-term earnings 💰 BALANCE SHEET 🔹 Total Assets: $3.63B 🔹 Goodwill & Intangibles: >$1.5B 🔹 Convertible Senior Notes: $1.37B 🔹 Total Liabilities: $3.30B (more than doubled) 🔹 Stockholders’ Equity: $324.1M 🟢 Cash increased to $609.8M (supported by financing) 🧠 WHAT’S ACTUALLY WORKING 🟢 38% revenue growth 🟢 Subscriber growth + higher revenue per user 🟢 Explosive international expansion 🟢 Raised full-year guidance 🟢 Stronger cash position ⚠️ WEAK SPOTS 🔻 Sharp gross margin decline 🔻 Swing to net loss 🔻 Lower Adjusted EBITDA 🔻 Negative free cash flow 🔻 Higher leverage and acquisition-related balance sheet expansion 👉 Still: growth trajectory remains robust with raised outlook 🧠 MARKET SIGNAL 👉 This is a high-growth telehealth company in expansion mode • Strong top-line momentum • International diversification accelerating • Near-term profitability sacrificed for scale 🔥 BULL vs BEAR 🟢 Bull Case • International continues rapid growth • Margins stabilize as scale improves • Raised guidance achieved or exceeded • Path back to stronger profitability emerges 🔴 Bear Case • Margin pressure persists longer • Integration and marketing costs stay elevated • Free cash flow remains negative • Higher debt load constrains flexibility 💭 CONCLUSION Hims & Hers delivered strong Q2 results with 38% revenue growth and raised 2026 guidance… 👉 while gross margins, Adjusted EBITDA, and net income came under pressure from international expansion and higher operating costs. 👀 KEY QUESTION Can Hims & Hers sustain high revenue growth while recovering margins and free cash flow after its aggressive international and acquisition-driven expansion?

Umsatz und Prognose gut. Verlust grottenschlecht