HIMS Q1 met the revenue test and raised revenue guidance, but lower margins and reduced adjusted EBITDA guidance keep the thesis conditional.
References
Sources used in this report
Company press releaseHims & Hers Health, Inc. Reports First Quarter 2026 Financial Results2026-05-11 · Q1 2026 revenue, subscribers, gross margin, net loss, adjusted EBITDA, free cash flow, and updated guidance.Company press releaseHims & Hers Health, Inc. Reports Fourth Quarter and Full Year 2025 Financial Results2026-02-23 · Prior Q1 and FY2026 guidance baseline.Company presentationHims & Hers Q1 2026 Investor Presentation2026-05 · Supplemental framing for 2026 outlook, adjusted EBITDA margin, cash balance, and weight-loss cadence headwind commentary.Company press releaseHims & Hers Announces Strategic Shift for US Weight Loss Business2026-03-09 · Novo Nordisk collaboration and GLP-1 strategy transition.