Why did HIMS stock drop? — 2026-11-10

Research session: 2026-11-10. Published: 2026-11-10T21:35:51.714968+00:00.

Final report

HIMS — Hims & Hers Health, Inc. Class A Common Stock

Session close: $19.13. Regular-session share volume: 54,553,973. Change from previous close: -16.61%.

Key developments

Hims & Hers reported third-quarter results that missed consensus on both revenue and earnings, with a per-share loss versus expectations of a profit. Management narrowed full-year revenue guidance and issued a fourth-quarter revenue outlook well below analyst estimates, citing a deliberate pullback in domestic weight-loss marketing, brand migrations abroad, and deferred membership revenue. Gross margin compressed as branded weight-loss products and lower-margin international business scaled, and subscribers declined sequentially even as they grew year over year.

Company news These Analysts Revise Their Forecasts On Hims & Hers Health After Q3 Results · Company news Hims & Hers Health Reports Q3 2026 Financial Results and Updates 2026 Outlook · Company mentioned — Mentions HIMS in the article text. Weight-Loss Reset Dents Hims & Hers Outlook, But Analyst Sees Opportunity

On the positive side, revenue growth accelerated for a second straight quarter, driven by sharp international expansion in the UK, Germany and Australia, and the company appointed neuroscientist Dr. Andrew Huberman to its board as a scientific and brand advisor. Management framed the marketing reset as preparation for broader weight-loss partnerships with Novo and Lilly and new specialty launches. Needham reiterated a Buy while cutting its target, and Evercore raised its target while keeping an In-Line rating.

Company news Why Is Hims & Hers Health (HIMS) Bringing Andrew Huberman Onto Its Board? · Company news Hims & Hers Health Inc (HIMS) (Q3 2026) Earnings Call Highlights: Revenue Surges 49% to ... · Company news Hims & Hers Health Q3 2026 Earnings Call Transcript · Company mentioned — Mentions HIMS in the article text. Weight-Loss Reset Dents Hims & Hers Outlook, But Analyst Sees Opportunity

News sources

Company news HIMS Q3 Earnings Call Highlights Marketing Reset and Margin Pressure · Company news Why Is Hims & Hers Health (HIMS) Bringing Andrew Huberman Onto Its Board? · Company news Morgan Stanley Maintains Equal-Weight on Hims & Hers Health, Lowers Price Target to $25 · Company news Hims & Hers Health Inc (HIMS) (Q3 2026) Earnings Call Highlights: Revenue Surges 49% to ... · Company news These Analysts Revise Their Forecasts On Hims & Hers Health After Q3 Results · Company news Evercore ISI Group Maintains In-Line on Hims & Hers Health, Raises Price Target to $27 · Company news Needham Maintains Buy on Hims & Hers Health, Lowers Price Target to $32 · Company news Hims & Hers Health Q3 2026 Earnings Call Transcript · Company news Hims & Hers Health Reports Q3 2026 Financial Results and Updates 2026 Outlook

Full report for 2026-11-10

Research from 2026-11-10. HIMS is not in the latest top-50 ranking (2026-11-13). Live quotes are separate from this saved research.

Research history