<p><strong>Hims &amp; Hers Health Inc</strong> 的股票在周二承压，此前该公司报告了低于预期的第二季度收入。</p>
<p>这一公告是在一个令人兴奋的财报季节中发布的。以下是一些关键的分析师观点。</p>
<ul>
<li>美银证券分析师 Allen Lutz 维持了对该股的表现不佳评级，目标价为 28 美元。</li>
<li>Needham 分析师 Ryan MacDonald 重申了对该股的持有评级。</li>
</ul>
<p><strong>查看其他分析师的股票评级</strong>。</p>
<p><strong>美银证券</strong>：Hims &amp; Hers Health 报告的业绩低于预期，并重申了全年的指导，Lutz 在一份报告中表示。该公司面临几项短期挑战，包括核心业务缺乏增长，这可能会对 GLP-1（胰高血糖素样肽-1）业务施加更大压力，他补充道。</p>
<p>分析师写道，Hims &amp; Hers Health 收购 ZAVA“增加了许多监管复杂性，并需要大量资源来启动”。下半年的挑战可能会更加严峻。随着投资周期的展开，短期内现金流生成仍然有限。</p>
<p><strong>Needham</strong>：Hims &amp; Hers Health 报告的收入为 5.448 亿美元，低于市场预期的 5.517 亿美元，MacDonald 表示。该公司每位用户的平均月收入在本季度为 74 美元，环比收缩 11.9%，他补充道。</p>
<p>管理层重申了全年的收入和调整后 EBITDA 指导，指出公司在 GLP-1 和性健康转型方面面临挑战，同时投资于下半年推出激素健康，并计划在 2026 年扩展到加拿大，分析师表示。“虽然新类别/地区对 HIMS 来说是一个有吸引力的机会，但我们认为短期内的股价表现仍与减肥相关，这仍然存在监管问题，” 他进一步写道。</p>
<p><strong>HIMS 价格动态</strong>：截至周二发布时，Hims &amp; Hers Health 的股票下跌了 4.5%，至 60.55 美元。</p>
<ul>
<li><strong>诺和诺德在 Wegovy 警告后崩溃——减肥泡沫是否破裂？</strong></li>
</ul>
<p><em>图片来源：Shutterstock</em></p>

HIMS

<p>Hims & Hers Health Inc 报告了令人失望的第二季度收入，导致股价下跌 4.5%，至 60.55 美元。BofA 证券和 Needham 的分析师对公司近期面临的挑战表示担忧，包括核心业务增长停滞和 ZAVA 收购带来的监管复杂性。BofA 维持了 “表现不佳” 的评级，目标价为 28 美元，而 Needham 重申了 “持有” 评级，指出 544.8 百万美元的收入未达到预期。公司在 GLP-1 和性健康领域面临障碍，同时计划到 2026 年扩展到激素健康和加拿大市场</p>

<p>Shares of <strong>Hims &amp; Hers Health Inc</strong> HIMSare under pressure Tuesday, after the company reported downbeat second-quarter revenues.</p>
<div class="lb-trans"><p><strong>Hims &amp; Hers Health Inc</strong> 的股票在周二承压，此前该公司报告了低于预期的第二季度收入。</p>
</div><p>The announcement came amid an exciting earnings season. Here are some key analyst takeaways.</p>
<div class="lb-trans"><p>这一公告是在一个令人兴奋的财报季节中发布的。以下是一些关键的分析师观点。</p>
</div><ul>
<li>BofA Securities analyst Allen Lutz maintained an Underperform rating and price target of $28.</li>
<li>Needham analyst Ryan MacDonald reiterated a Hold rating on the stock.</li>
</ul>
<div class="lb-trans"><ul>
<li>美银证券分析师 Allen Lutz 维持了对该股的表现不佳评级，目标价为 28 美元。</li>
<li>Needham 分析师 Ryan MacDonald 重申了对该股的持有评级。</li>
</ul>
</div><p><strong>Check out other analyst stock ratings</strong>.</p>
<div class="lb-trans"><p><strong>查看其他分析师的股票评级</strong>。</p>
</div><p><strong>BofA Securities</strong>: Hims &amp; Hers Health reported weaker-than-expected results and reiterated its full-year guidance, Lutz said in a note. The company is facing several near-term headwinds, including the absence of growth in its core business, which could exert greater pressure on the GLP-1 (Glucagon-like peptide-1) business, he added.</p>
<div class="lb-trans"><p><strong>美银证券</strong>：Hims &amp; Hers Health 报告的业绩低于预期，并重申了全年的指导，Lutz 在一份报告中表示。该公司面临几项短期挑战，包括核心业务缺乏增长，这可能会对 GLP-1（胰高血糖素样肽-1）业务施加更大压力，他补充道。</p>
</div><p>Hims &amp; Hers Health's ZAVA acquisition &#34;adds a lot of regulatory complexity and will require substantial resources to get up and running,&#34; the analyst wrote. The back half of the year could be even more challenging for the company. As the investment cycle unfolds, cash flow generation remains lmiited in the near term.</p>
<div class="lb-trans"><p>分析师写道，Hims &amp; Hers Health 收购 ZAVA“增加了许多监管复杂性，并需要大量资源来启动”。下半年的挑战可能会更加严峻。随着投资周期的展开，短期内现金流生成仍然有限。</p>
</div><p><strong>Needham</strong>: Hims &amp; Hers Health reported revenue of $544.8 million, missing consensus of $551.7 million, MacDonald said. The company's average monthly revenue per subscriber came in at $74 in the quarter, representing a sequential contraction of 11.9%, he added.</p>
<div class="lb-trans"><p><strong>Needham</strong>：Hims &amp; Hers Health 报告的收入为 5.448 亿美元，低于市场预期的 5.517 亿美元，MacDonald 表示。该公司每位用户的平均月收入在本季度为 74 美元，环比收缩 11.9%，他补充道。</p>
</div><p>Management reiterated its full-year revenue and adjusted EBITDA guidance, noting that the company is facing challenges with the GLP-1 and sexual health transitions while investing to launch hormonal health in the second half of the year and expand into Canada in 2026, according to the analyst. &#34;While new categories/regions represent an attractive opportunity for HIMS, we believe near-term share performance remains tied to weight loss, which continues to be surrounded by regulatory questions,&#34; he further wrote.</p>
<div class="lb-trans"><p>管理层重申了全年的收入和调整后 EBITDA 指导，指出公司在 GLP-1 和性健康转型方面面临挑战，同时投资于下半年推出激素健康，并计划在 2026 年扩展到加拿大，分析师表示。“虽然新类别/地区对 HIMS 来说是一个有吸引力的机会，但我们认为短期内的股价表现仍与减肥相关，这仍然存在监管问题，” 他进一步写道。</p>
</div><p><strong>HIMS Price Action:</strong> Shares of Hims &amp; Hers Health had declined by 4.5% to $60.55 at the time of publication on Tuesday.</p>
<div class="lb-trans"><p><strong>HIMS 价格动态</strong>：截至周二发布时，Hims &amp; Hers Health 的股票下跌了 4.5%，至 60.55 美元。</p>
</div><ul>
<li><strong>Novo Nordisk Implodes After Wegovy Warning—Is The Weight-Loss Bubble Bursting?</strong></li>
</ul>
<div class="lb-trans"><ul>
<li><strong>诺和诺德在 Wegovy 警告后崩溃——减肥泡沫是否破裂？</strong></li>
</ul>
</div><p><em>Image: Shutterstock</em></p>
<div class="lb-trans"><p><em>图片来源：Shutterstock</em></p>
</div>

Hims & Hers Health 发布了疲软的第二季度业绩；分析师表示，公司将面临更多短期挑战