<p>远程医疗提供商 Hims &amp; Hers Health (NYSE: HIMS) 的股票在发布令人失望的 2026 财年第一季度财报后大幅下跌，股价在 5 月 11 日的盘后交易中下跌超过 12%。</p>
<h3>Hims &amp; Hers Health, Inc. (HIMS) 2026 年 5 月 12 日的价格走势图</h3>
<p>获取 <strong>Hims &amp; Hers Health</strong> 的提醒：</p>
<p>对本季度的预期很高，特别是在与丹麦跨国制药公司诺和诺德 (NYSE: NVO) 合作之后。</p>
<p>在 3 月，诺和诺德撤回了对 Hims &amp; Hers Health 的专利侵权诉讼，并与该公司达成合作，在其远程医疗平台上销售 GLP-1 减肥药 Wegovy 和 Ozempic。</p>
<p>但这并不足以阻止公司在第一季度报告中出现双重失利，这标志着公司在过去五个季度中在盈利和收入上均出现了四次失利。HIMS 的股价在过去一年中下跌超过 50%，包括年初至今几乎损失了 20%。</p>
<h2>Hims &amp; Hers Health 的连败仍在继续</h2>
<p>周一，该公司报告第一季度每股收益 (EPS) 亏损 40 美分，远低于分析师预期的 4 美分。</p>
<p>季度收入为 6.081 亿美元，也低于共识预期的 6.1684 亿美元。令人担忧的是，这一数字仅标志着同比收入增长 3.8%。</p>
<p>公司将收入增长缓慢和盈利亏损归因于约 3300 万美元的重组费用，其中包括与 GLP-1 复合转型相关的约 2800 万美元的减值。</p>
<p>不过，财报并非全是坏消息。Hims &amp; Hers Health 强调与诺和诺德的 GLP-1 战略转型已经开始见效。公司在第一季度完成了超过 125,000 份 Wegovy 的发货，并计划每月新增超过 100,000 名减肥订阅用户。</p>
<p>Hims &amp; Hers 还指出，国际扩张正日益成为战略重点。收购 Eucalyptus 预计将在下半年完成，扩大公司的全球足迹，并支持其到 2030 年实现至少 65 亿美元年收入和 13 亿美元调整后息税折旧摊销前利润 (EBITDA) 的目标。</p>
<p>在财报电话会议中，首席执行官 Andrew Dudum 表示，公司日益增长的国际影响力正成为竞争优势，因为这扩大了其可寻址市场，提高了对行业合作伙伴的价值，并增强了平台网络效应。</p>
<p>或许对买入并持有的投资者来说，最重要的是，管理层将全年收入指引上调至 28 亿至 30 亿美元，调整后 EBITDA 为 2.75 亿至 3.5 亿美元。Dudum 补充说：“2026 年被证明是加速增长的一年，这增强了我们对雄心勃勃的 2030 年目标的信心。”</p>
<h2>Hims &amp; Hers 仍然是一个增长故事</h2>
<p>该公司处于多个高增长市场的交汇点。根据行业咨询公司 Grand View Research 的数据，全球减肥补充剂市场在 2024 年的估值为 331.4 亿美元，预计在 2025 年至 2030 年期间将经历 14.17% 的年复合增长率 (CAGR)，到 2030 年达到近 720 亿美元的估值。</p>
<p>Grand View Research 预测，全球远程医疗市场将经历更快的增长，预计在 2025 年至 2030 年期间的年复合增长率为 24.68%。这将使其价值从 2024 年的 1230 亿美元增长到预测期末的 4550 亿美元以上。</p>
<p>虽然全球脱发市场的增长预计不会像远程医疗和减肥市场那样显著，但 Grand View Research 预计其年复合增长率在 2025 年至 2030 年期间为 10.85%。</p>
<p>这些市场的预期增长对 Hims &amp; Hers Health 来说是个好消息，该公司正处于从小众健康品牌向综合技术驱动的医疗平台转型的过程中。公司还在扩展心血管筛查、预防护理、皮肤病学和诊断合作。</p>
<h2>长期前景依然积极</h2>
<p>尽管最近的抛售，分析师的预期仍然大多积极。</p>
<p>虽然该股票获得了共识持有评级，但其平均 12 个月的目标价暗示有超过 15% 的潜在上涨空间。高端目标价为 60 美元，意味着潜在上涨空间可达 100%，而低端目标价为 18 美元，则意味着 HIMS 的股价可能会再下跌约 38%。</p>
<p>在短期内，交易者应预计未来会有更多波动。目前的空头头寸令人担忧，超过 31%。尽管机构活动在第一季度大幅放缓，但在 2025 财年第四季度，卖方的数量超过了买方，流出资金为 8.61 亿美元，远超流入资金的 3.18 亿美元。</p>
<p>与此同时，该股票的内部购买已消失，而过去一年内部出售总额接近 1.25 亿美元。这导致内部持股比例降至不到 13%。</p>
<p>Hims &amp; Hers Health 的过去 12 个月每股收益为 51 美分，预计未来一年每股收益将增长超过 26%，从 53 美分增至 67 美分，前瞻市盈率约为 48。</p>
<h2>你现在应该投资 1000 美元在 Hims &amp; Hers Health 吗？</h2>
<p>在考虑投资 Hims &amp; Hers Health 之前，你需要听听这个。</p>
<p>MarketBeat 每天跟踪华尔街顶级评级和表现最佳的研究分析师及其推荐的股票。MarketBeat 已识别出五只股票，顶级分析师正在悄悄地向客户推荐购买，以便在更广泛的市场注意到之前... 而 Hims &amp; Hers Health 并不在名单上。</p>
<p>虽然 Hims &amp; Hers Health 目前在分析师中获得了持有评级，但顶级分析师认为这五只股票更值得投资。</p>
<p>查看这五只股票的详情</p>

诺和诺德公司

HIMS

HIMY

2 倍做多 NVO ETF - Defiance

2 倍做多 HIMS ETF - Defiance

<p>Hims & Hers Health 的股票在公布令人失望的 2026 财年第一季度业绩后下跌超过 12%，每股收益亏损 0.40 美元，收入为 6.081 亿美元，未能达到分析师的预期。这标志着该公司连续第四次未能实现盈利和收入目标。尽管面临挫折，公司对与诺和诺德的 GLP-1 战略持乐观态度，并将全年收入指引上调至 28 亿至 30 亿美元。分析师们对该公司的前景保持大体积极的看法，普遍给予持有评级，并认为股价有上涨潜力</p>

<p>Shares of telehealth provider Hims &amp; Hers Health NYSE: HIMS sold off sharply following disappointing Q1 FY2026 financial results, with shares falling more than 12% in after-hours trading after the company reported on May 11.</p>
<div class="lb-trans"><p>远程医疗提供商 Hims &amp; Hers Health (NYSE: HIMS) 的股票在发布令人失望的 2026 财年第一季度财报后大幅下跌，股价在 5 月 11 日的盘后交易中下跌超过 12%。</p>
</div><h3>Hims &amp; Hers Health, Inc. (HIMS) Price Chart for Tuesday, May, 12, 2026</h3>
<div class="lb-trans"><h3>Hims &amp; Hers Health, Inc. (HIMS) 2026 年 5 月 12 日的价格走势图</h3>
</div><p>Get <strong>Hims &amp; Hers Health</strong> alerts:</p>
<div class="lb-trans"><p>获取 <strong>Hims &amp; Hers Health</strong> 的提醒：</p>
</div><p>Expectations for the quarter were high, particularly after partnering with Danish multinational pharmaceutical company Novo Nordisk NYSE: NVO.</p>
<div class="lb-trans"><p>对本季度的预期很高，特别是在与丹麦跨国制药公司诺和诺德 (NYSE: NVO) 合作之后。</p>
</div><p>In March, Novo Nordisk dismissed its patent infringement lawsuit against Hims &amp; Hers Health and entered into a partnership with the company to sell its GLP-1 weight loss drugs Wegovy and Ozempic on the telehealth platform.</p>
<div class="lb-trans"><p>在 3 月，诺和诺德撤回了对 Hims &amp; Hers Health 的专利侵权诉讼，并与该公司达成合作，在其远程医疗平台上销售 GLP-1 减肥药 Wegovy 和 Ozempic。</p>
</div><p>But that wasn’t enough to keep the company from posting a double miss in its Q1 report, which marked the company’s fourth miss on both earnings and revenue in the past five quarters. Shares of HIMS are now down more than 50% over the past year, including a loss of nearly 20% year-to-date.</p>
<div class="lb-trans"><p>但这并不足以阻止公司在第一季度报告中出现双重失利，这标志着公司在过去五个季度中在盈利和收入上均出现了四次失利。HIMS 的股价在过去一年中下跌超过 50%，包括年初至今几乎损失了 20%。</p>
</div><h2>The Losing Streak Continues for Hims &amp; Hers Health</h2>
<div class="lb-trans"><h2>Hims &amp; Hers Health 的连败仍在继续</h2>
</div><p>On Monday, the company reported a Q1 earnings per share (EPS) loss of negative 40 cents, missing analyst expectations for four cents by a wide margin.</p>
<div class="lb-trans"><p>周一，该公司报告第一季度每股收益 (EPS) 亏损 40 美分，远低于分析师预期的 4 美分。</p>
</div><p>Quarterly revenue came in at $608.10 million, which was also below the consensus estimate of $616.84 million. Concerningly, that figure marks just 3.8% year-over-year revenue growth.</p>
<div class="lb-trans"><p>季度收入为 6.081 亿美元，也低于共识预期的 6.1684 亿美元。令人担忧的是，这一数字仅标志着同比收入增长 3.8%。</p>
</div><p>The company attributed slow revenue growth and the earnings loss to approximately $33 million in restructuring charges, including a roughly $28 million write‑down tied to the GLP‑1 compounding pivot.</p>
<div class="lb-trans"><p>公司将收入增长缓慢和盈利亏损归因于约 3300 万美元的重组费用，其中包括与 GLP-1 复合转型相关的约 2800 万美元的减值。</p>
</div><p>The earnings report wasn’t all bad news, though. Hims &amp; Hers Health highlighted how its GLP-1 strategy pivot with Novo Nordisk is already bearing fruit. The company fulfilled more than 125,000 Wegovy shipments in Q1 and is on track to add more than 100,000 new weight-loss subscribers per month.</p>
<div class="lb-trans"><p>不过，财报并非全是坏消息。Hims &amp; Hers Health 强调与诺和诺德的 GLP-1 战略转型已经开始见效。公司在第一季度完成了超过 125,000 份 Wegovy 的发货，并计划每月新增超过 100,000 名减肥订阅用户。</p>
</div><p>Hims &amp; Hers also noted that international expansion is increasingly a strategic focus. The acquisition of Eucalyptus is expected to be completed in the second half of the year, broadening the company’s global footprint and supporting its 2030 targets of at least $6.5 billion in annual revenue and $1.3 billion in adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA).</p>
<div class="lb-trans"><p>Hims &amp; Hers 还指出，国际扩张正日益成为战略重点。收购 Eucalyptus 预计将在下半年完成，扩大公司的全球足迹，并支持其到 2030 年实现至少 65 亿美元年收入和 13 亿美元调整后息税折旧摊销前利润 (EBITDA) 的目标。</p>
</div><p>In his earnings call comments, CEO Andrew Dudum said the company’s growing international reach is becoming a competitive advantage because it expands its total addressable market, increases its value to industry partners, and strengthens platform network effects.</p>
<div class="lb-trans"><p>在财报电话会议中，首席执行官 Andrew Dudum 表示，公司日益增长的国际影响力正成为竞争优势，因为这扩大了其可寻址市场，提高了对行业合作伙伴的价值，并增强了平台网络效应。</p>
</div><p>Perhaps most importantly for buy-and-hold investors, management raised its full-year guidance for revenue to the range of $2.8 billion to $3 billion and $275 million to $350 million in adjusted EBITDA. Dudum added that “2026 is proving to be a year of accelerating growth, which reinforces our confidence in our ambitious 2030 targets.”</p>
<div class="lb-trans"><p>或许对买入并持有的投资者来说，最重要的是，管理层将全年收入指引上调至 28 亿至 30 亿美元，调整后 EBITDA 为 2.75 亿至 3.5 亿美元。Dudum 补充说：“2026 年被证明是加速增长的一年，这增强了我们对雄心勃勃的 2030 年目标的信心。”</p>
</div><h2>Hims &amp; Hers Remains a Growth Story</h2>
<div class="lb-trans"><h2>Hims &amp; Hers 仍然是一个增长故事</h2>
</div><p>The company finds itself at the confluence of multiple high-growth markets. According to industry consultancy firm Grand View Research, the global weight loss supplement market, which was valued at $33.14 billion in 2024, is expected to undergo a compound annual growth rate (CAGR) of 14.17% from 2025 to 2030, reaching a valuation of nearly $72 billion.</p>
<div class="lb-trans"><p>该公司处于多个高增长市场的交汇点。根据行业咨询公司 Grand View Research 的数据，全球减肥补充剂市场在 2024 年的估值为 331.4 亿美元，预计在 2025 年至 2030 年期间将经历 14.17% 的年复合增长率 (CAGR)，到 2030 年达到近 720 亿美元的估值。</p>
</div><p>Grand View Research forecasts that the global telehealth market will experience even more rapid growth, with a CAGR of 24.68% from 2025 to 2030. That will result in its value increasing from just over $123 billion in 2024 to more than $455 billion by the end of the forecast period.</p>
<div class="lb-trans"><p>Grand View Research 预测，全球远程医疗市场将经历更快的增长，预计在 2025 年至 2030 年期间的年复合增长率为 24.68%。这将使其价值从 2024 年的 1230 亿美元增长到预测期末的 4550 亿美元以上。</p>
</div><p>And while growth for the global hair thinning market is not expected to be as pronounced as it is for telehealth and weight loss markets, Grand View Research pins its CAGR at 10.85% from 2025 to 2030.</p>
<div class="lb-trans"><p>虽然全球脱发市场的增长预计不会像远程医疗和减肥市场那样显著，但 Grand View Research 预计其年复合增长率在 2025 年至 2030 年期间为 10.85%。</p>
</div><p>Those markets’ projected growth bodes well for Hims &amp; Hers Health, which is in the process of transitioning from a niche wellness brand into a comprehensive, technology-driven healthcare platform. The company is also expanding into cardiovascular screenings, preventative care, dermatology, and diagnostic partnerships.</p>
<div class="lb-trans"><p>这些市场的预期增长对 Hims &amp; Hers Health 来说是个好消息，该公司正处于从小众健康品牌向综合技术驱动的医疗平台转型的过程中。公司还在扩展心血管筛查、预防护理、皮肤病学和诊断合作。</p>
</div><h2>The Long-Term Prospects Remain Positive</h2>
<div class="lb-trans"><h2>长期前景依然积极</h2>
</div><p>Despite the recent selloff, analyst expectations remain mostly positive.</p>
<div class="lb-trans"><p>尽管最近的抛售，分析师的预期仍然大多积极。</p>
</div><p>While the stock receives a consensus Hold rating, its average 12-month price target suggests more than 15% potential upside. The high-end price target of $60 implies as much as 100% potential upside, while the low-end price target of $18 means shares of HIMS could see additional losses of around 38%.</p>
<div class="lb-trans"><p>虽然该股票获得了共识持有评级，但其平均 12 个月的目标价暗示有超过 15% 的潜在上涨空间。高端目标价为 60 美元，意味着潜在上涨空间可达 100%，而低端目标价为 18 美元，则意味着 HIMS 的股价可能会再下跌约 38%。</p>
</div><p>In the short-term, traders should expect more volatility ahead. Current short interest is concerningly high at more than 31%. And while institutional activity slowed dramatically in Q1, sellers outnumbered buyers in Q4 FY2025 with outflows of $861 million easily surpassing inflows of $318 million.</p>
<div class="lb-trans"><p>在短期内，交易者应预计未来会有更多波动。目前的空头头寸令人担忧，超过 31%。尽管机构活动在第一季度大幅放缓，但在 2025 财年第四季度，卖方的数量超过了买方，流出资金为 8.61 亿美元，远超流入资金的 3.18 亿美元。</p>
</div><p>At the same time, the stock has seen insider buying disappear, while insider selling has totaled nearly $125 million over the past year. That has driven down insider ownership to less than 13%.</p>
<div class="lb-trans"><p>与此同时，该股票的内部购买已消失，而过去一年内部出售总额接近 1.25 亿美元。这导致内部持股比例降至不到 13%。</p>
</div><p>With a trailing 12-month EPS of 51 cents and a forward price-to-earnings ratio of around 48, Hims &amp; Hers Health’s earnings are expected to grow more than 26% over the next year, from 53 cents per share to 67 cents per share.</p>
<div class="lb-trans"><p>Hims &amp; Hers Health 的过去 12 个月每股收益为 51 美分，预计未来一年每股收益将增长超过 26%，从 53 美分增至 67 美分，前瞻市盈率约为 48。</p>
</div><h2>Should You Invest $1,000 in Hims &amp; Hers Health Right Now?</h2>
<div class="lb-trans"><h2>你现在应该投资 1000 美元在 Hims &amp; Hers Health 吗？</h2>
</div><p>Before you consider Hims &amp; Hers Health, you'll want to hear this.</p>
<div class="lb-trans"><p>在考虑投资 Hims &amp; Hers Health 之前，你需要听听这个。</p>
</div><p>MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Hims &amp; Hers Health wasn't on the list.</p>
<div class="lb-trans"><p>MarketBeat 每天跟踪华尔街顶级评级和表现最佳的研究分析师及其推荐的股票。MarketBeat 已识别出五只股票，顶级分析师正在悄悄地向客户推荐购买，以便在更广泛的市场注意到之前... 而 Hims &amp; Hers Health 并不在名单上。</p>
</div><p>While Hims &amp; Hers Health currently has a Hold rating among analysts, top-rated analysts believe these five stocks are better buys.</p>
<div class="lb-trans"><p>虽然 Hims &amp; Hers Health 目前在分析师中获得了持有评级，但顶级分析师认为这五只股票更值得投资。</p>
</div><p>View The Five Stocks Here</p>
<div class="lb-trans"><p>查看这五只股票的详情</p>
</div>

Hims & Hers Health 的股票在第一季度业绩不佳后暴跌：GLP-1 的战略转向是否足以推动其复苏？