$Hims & Hers Health(HIMS.US) -10% AH after posting 1Q results below consensus and lower than expected 2Q and FY’26 EBITDA guidance. With GLP-1 competition intensifying, I expect HIMS selling pressures to continue although favorable FY’26 rev guidance and 30% short interest limits upside from shorting.
1Q results:- Rev $608.1M vs $617.5M est- EBITDA $44.3M vs $46.1M est- GM 65.0% vs 71.7% Est- EPS -$.40 vs +$.02 est (negative for the first time since 2023 3Q).2Q guidance:- Rev $680-$700M vs $644.5M est- EBITDA $35-$55M vs $70.1M estFY’26 guidance:- Rev $2.8B-$3.0B vs $2.75B est- EBITDA $275-$350M vs $319M est and $300-$375M prior guideImportantly, investors accept management’s optimism that HIMS rev growth will re-accelerate from +4% YoY in 1Q to 18-20% over the next few quarters. I’m skeptical.
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