Hims & Hers Health (HIMS) is scheduled to announce its results for the second quarter of 2025 after the market closes on Monday, August 4. HIMS stock has rallied 159% year-to-date, as investors are confident about the prospects of the health and wellness company, including its continued international expansion. However, Wall Street is cautious on Hims & Hers Health stock due to certain concerns, including the recent fallout with Novo Nordisk (NVO) over the alleged illegal sale of compounded versions of the weight loss drug Wegovy.
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Wall Street expects HIMS to report earnings per share (EPS) of $0.15, reflecting a 150% year-over-year growth. Sales are expected to grow by about 75% to $551.67 million.
TD Cowen Analyst’s Views Ahead of Hims & Hers Health’s Q2 Earnings
Heading into Q2 results, TD Cowen analyst Jonna Kim reiterated a Hold rating on HIMS stock but raised the price target to $43 from $38. The 4-star analyst expects the company to deliver an EPS beat. Kim expects Q2 sales growth to come above the Street’s estimate.
However, Kim noted that the latest data points indicate a deceleration in trends, which could lead to management maintaining the full-year outlook. The analyst remains neutral on HIMS stock as comparisons get tougher in the second half of 2025, with uncertainty around compounded GLP-1s. Nonetheless, Kim believes that international growth could be meaningful to HIMS’ sales starting in Fiscal 2026.
Kim noted the rally in HIMS stock and stated that he sees a lack of substantial upside in the second half of 2025, as the company “laps outsized growth” from last year.
AI Analyst Is Bullish on HIMS Stock Ahead of Q2 Print
Interestingly, TipRanks’ AI stock analyst has assigned an Outperform rating to HIMS stock with a price target of $73, indicating 16.7% downside risk. Based on TipRanks’ AI analysis, HIMS stock reflects significant strength in financial performance and strategic growth plans, supported by favorable earnings call insights. However, high valuation and technical indicators suggest caution, especially given potential overbought conditions and margin pressures.
Options Traders Anticipate Major Move on Hims & Hers Health’s Q2 Earnings
Using TipRanks’ Options tool, we can see what options traders are expecting from the stock immediately after its earnings report. The expected earnings move is determined by calculating the at-the-money straddle of the options closest to expiration after the earnings announcement. If this sounds complicated, don’t worry, the Options tool does this for you.
Indeed, it currently says that options traders are expecting about a 17.3% move in either direction in HIMS stock in reaction to Q2 results.
Is HIMS Stock a Good Buy?
Currently, Wall Street has a Hold consensus rating on Hims & Hers Health stock based on one Buy, seven Holds, and two Sell recommendations. The average HIMS stock price target of $42.33 indicates 32.3% downside risk from current levels.
