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Hims & Hers Q3 Earnings: More Hype Than Hope?
Okay, so Hims & Hers Health is dropping their Q3 earnings report. And what am I supposed to do, throw a party? The options market is bracing for a 14.94% swing. Big deal. Feels like they always brace for a swing, don’t they? It’s the market’s way of saying, "We have no freakin' clue what's going on, so buckle up!" Hims & Hers Health (HIMS) to Report Q3 Earnings on November 3. Option Traders Expect a 14.94% Move
Wall Street's expecting them to rake in $580.24 million, a 44.5% jump from last year. Sounds impressive, right? But here's the kicker: they're also expecting EPS to drop from $0.32 to $0.09. So, they're making more money but somehow making less money? Someone explain that math to me, because it ain't adding up.
And analysts? Don't even get me started. TD Cowen's Jonna Kim is playing it safe with a "Hold" rating, mumbling something about "decelerating growth." Translation: "The gravy train might be slowing down, but I don't want to commit to anything too spicy." KeyBanc's Justin Patterson is also sitting on the fence with a "Hold," babbling about "potential constraints on margin expansion in 2026." Oh, 2026? Let's worry about next week first, buddy.
Microdosing What, Now?
Then there's this GLP-1 "microdosing" nonsense they're pushing. Seriously? Microdosing weight loss drugs? It's like the wild west of pharmaceuticals out here. Feels like a marketing gimmick dreamed up in some VC's fever dream. "Let's take a drug meant for serious medical conditions and sell it to people who want to fit into their skinny jeans!" Where's the sanity check?
I'm not saying Hims & Hers is a scam, necessarily. They are disrupting the DTC healthcare space, with 2.4 million subscribers. That's real money. But this whole thing feels… unsustainable. Like a house of cards built on influencer marketing and trendy treatments. And what happens when the trend fades? What happens when the regulatory hammer finally drops?
The AI Knows Something?
Even TipRanks' AI Analyst is giving HIMS a "Neutral" rating. An AI is basically shrugging its digital shoulders. It says there's "growth potential," but also warns about "high leverage and cash flow issues." So, it's saying "maybe" but also "probably not." Gee, thanks for clearing that up, Skynet.
Oh, and the stock is up 87% year-to-date, despite a recent dip. Classic pump and dump? Maybe. Or maybe I'm just a grumpy cynic who hates seeing people make money. I admit, a little jealousy might be in play offcourse.
