---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000649285.md"
description: "$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."
datetime: "2026-05-11T22:07:23.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000649285.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000649285.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000649285.md)
author: "[Gary Black Tracker](https://longbridge.com/en/profiles/17077344.md)"
generator: "portal-rs"
---

# $Hims & Hers Health(HIMS.US) -10% AH after pos…


### Related Stocks

- [HIMS.US](https://longbridge.com/en/quote/HIMS.US.md)

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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**