<p>遠程醫療提供商 Hims &amp; Hers Health (NYSE: HIMS) 的股票在發佈令人失望的 2026 財年第一季度財報後大幅下跌，股價在 5 月 11 日的盤後交易中下跌超過 12%。</p>
<h3>Hims &amp; Hers Health, Inc. (HIMS) 2026 年 5 月 12 日的價格走勢圖</h3>
<p>獲取 <strong>Hims &amp; Hers Health</strong> 的提醒：</p>
<p>對本季度的預期很高，特別是在與丹麥跨國製藥公司諾和諾德 (NYSE: NVO) 合作之後。</p>
<p>在 3 月，諾和諾德撤回了對 Hims &amp; Hers Health 的專利侵權訴訟，並與該公司達成合作，在其遠程醫療平台上銷售 GLP-1 減肥藥 Wegovy 和 Ozempic。</p>
<p>但這並不足以阻止公司在第一季度報告中出現雙重失利，這標誌着公司在過去五個季度中在盈利和收入上均出現了四次失利。HIMS 的股價在過去一年中下跌超過 50%，包括年初至今幾乎損失了 20%。</p>
<h2>Hims &amp; Hers Health 的連敗仍在繼續</h2>
<p>週一，該公司報告第一季度每股收益 (EPS) 虧損 40 美分，遠低於分析師預期的 4 美分。</p>
<p>季度收入為 6.081 億美元，也低於共識預期的 6.1684 億美元。令人擔憂的是，這一數字僅標誌着同比收入增長 3.8%。</p>
<p>公司將收入增長緩慢和盈利虧損歸因於約 3300 萬美元的重組費用，其中包括與 GLP-1 複合轉型相關的約 2800 萬美元的減值。</p>
<p>不過，財報並非全是壞消息。Hims &amp; Hers Health 強調與諾和諾德的 GLP-1 戰略轉型已經開始見效。公司在第一季度完成了超過 125,000 份 Wegovy 的發貨，並計劃每月新增超過 100,000 名減肥訂閲用户。</p>
<p>Hims &amp; Hers 還指出，國際擴張正日益成為戰略重點。收購 Eucalyptus 預計將在下半年完成，擴大公司的全球足跡，並支持其到 2030 年實現至少 65 億美元年收入和 13 億美元調整後息税折舊攤銷前利潤 (EBITDA) 的目標。</p>
<p>在財報電話會議中，首席執行官 Andrew Dudum 表示，公司日益增長的國際影響力正成為競爭優勢，因為這擴大了其可尋址市場，提高了對行業合作伙伴的價值，並增強了平台網絡效應。</p>
<p>或許對買入並持有的投資者來説，最重要的是，管理層將全年收入指引上調至 28 億至 30 億美元，調整後 EBITDA 為 2.75 億至 3.5 億美元。Dudum 補充説：“2026 年被證明是加速增長的一年，這增強了我們對雄心勃勃的 2030 年目標的信心。”</p>
<h2>Hims &amp; Hers 仍然是一個增長故事</h2>
<p>該公司處於多個高增長市場的交匯點。根據行業諮詢公司 Grand View Research 的數據，全球減肥補充劑市場在 2024 年的估值為 331.4 億美元，預計在 2025 年至 2030 年期間將經歷 14.17% 的年複合增長率 (CAGR)，到 2030 年達到近 720 億美元的估值。</p>
<p>Grand View Research 預測，全球遠程醫療市場將經歷更快的增長，預計在 2025 年至 2030 年期間的年複合增長率為 24.68%。這將使其價值從 2024 年的 1230 億美元增長到預測期末的 4550 億美元以上。</p>
<p>雖然全球脱髮市場的增長預計不會像遠程醫療和減肥市場那樣顯著，但 Grand View Research 預計其年複合增長率在 2025 年至 2030 年期間為 10.85%。</p>
<p>這些市場的預期增長對 Hims &amp; Hers Health 來説是個好消息，該公司正處於從小眾健康品牌向綜合技術驅動的醫療平台轉型的過程中。公司還在擴展心血管篩查、預防護理、皮膚病學和診斷合作。</p>
<h2>長期前景依然積極</h2>
<p>儘管最近的拋售，分析師的預期仍然大多積極。</p>
<p>雖然該股票獲得了共識持有評級，但其平均 12 個月的目標價暗示有超過 15% 的潛在上漲空間。高端目標價為 60 美元，意味着潛在上漲空間可達 100%，而低端目標價為 18 美元，則意味着 HIMS 的股價可能會再下跌約 38%。</p>
<p>在短期內，交易者應預計未來會有更多波動。目前的空頭頭寸令人擔憂，超過 31%。儘管機構活動在第一季度大幅放緩，但在 2025 財年第四季度，賣方的數量超過了買方，流出資金為 8.61 億美元，遠超流入資金的 3.18 億美元。</p>
<p>與此同時，該股票的內部購買已消失，而過去一年內部出售總額接近 1.25 億美元。這導致內部持股比例降至不到 13%。</p>
<p>Hims &amp; Hers Health 的過去 12 個月每股收益為 51 美分，預計未來一年每股收益將增長超過 26%，從 53 美分增至 67 美分，前瞻市盈率約為 48。</p>
<h2>你現在應該投資 1000 美元在 Hims &amp; Hers Health 嗎？</h2>
<p>在考慮投資 Hims &amp; Hers Health 之前，你需要聽聽這個。</p>
<p>MarketBeat 每天跟蹤華爾街頂級評級和表現最佳的研究分析師及其推薦的股票。MarketBeat 已識別出五隻股票，頂級分析師正在悄悄地向客户推薦購買，以便在更廣泛的市場注意到之前... 而 Hims &amp; Hers Health 並不在名單上。</p>
<p>雖然 Hims &amp; Hers Health 目前在分析師中獲得了持有評級，但頂級分析師認為這五隻股票更值得投資。</p>
<p>查看這五隻股票的詳情</p>

諾和諾德公司

HIMS

HIMY

2 倍做多 NVO ETF - Defiance

2 倍做多 HIMS ETF - Defiance

<p>Hims & Hers Health 的股票在公佈令人失望的 2026 財年第一季度業績後下跌超過 12%，每股收益虧損 0.40 美元，收入為 6.081 億美元，未能達到分析師的預期。這標誌着該公司連續第四次未能實現盈利和收入目標。儘管面臨挫折，公司對與諾和諾德的 GLP-1 戰略持樂觀態度，並將全年收入指引上調至 28 億至 30 億美元。分析師們對該公司的前景保持大體積極的看法，普遍給予持有評級，並認為股價有上漲潛力</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>遠程醫療提供商 Hims &amp; Hers Health (NYSE: HIMS) 的股票在發佈令人失望的 2026 財年第一季度財報後大幅下跌，股價在 5 月 11 日的盤後交易中下跌超過 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 日的價格走勢圖</h3>
</div><p>Get <strong>Hims &amp; Hers Health</strong> alerts:</p>
<div class="lb-trans"><p>獲取 <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>對本季度的預期很高，特別是在與丹麥跨國製藥公司諾和諾德 (NYSE: NVO) 合作之後。</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，諾和諾德撤回了對 Hims &amp; Hers Health 的專利侵權訴訟，並與該公司達成合作，在其遠程醫療平台上銷售 GLP-1 減肥藥 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>但這並不足以阻止公司在第一季度報告中出現雙重失利，這標誌着公司在過去五個季度中在盈利和收入上均出現了四次失利。HIMS 的股價在過去一年中下跌超過 50%，包括年初至今幾乎損失了 20%。</p>
</div><h2>The Losing Streak Continues for Hims &amp; Hers Health</h2>
<div class="lb-trans"><h2>Hims &amp; Hers Health 的連敗仍在繼續</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>週一，該公司報告第一季度每股收益 (EPS) 虧損 40 美分，遠低於分析師預期的 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>季度收入為 6.081 億美元，也低於共識預期的 6.1684 億美元。令人擔憂的是，這一數字僅標誌着同比收入增長 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>公司將收入增長緩慢和盈利虧損歸因於約 3300 萬美元的重組費用，其中包括與 GLP-1 複合轉型相關的約 2800 萬美元的減值。</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>不過，財報並非全是壞消息。Hims &amp; Hers Health 強調與諾和諾德的 GLP-1 戰略轉型已經開始見效。公司在第一季度完成了超過 125,000 份 Wegovy 的發貨，並計劃每月新增超過 100,000 名減肥訂閲用户。</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 還指出，國際擴張正日益成為戰略重點。收購 Eucalyptus 預計將在下半年完成，擴大公司的全球足跡，並支持其到 2030 年實現至少 65 億美元年收入和 13 億美元調整後息税折舊攤銷前利潤 (EBITDA) 的目標。</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>在財報電話會議中，首席執行官 Andrew Dudum 表示，公司日益增長的國際影響力正成為競爭優勢，因為這擴大了其可尋址市場，提高了對行業合作伙伴的價值，並增強了平台網絡效應。</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>或許對買入並持有的投資者來説，最重要的是，管理層將全年收入指引上調至 28 億至 30 億美元，調整後 EBITDA 為 2.75 億至 3.5 億美元。Dudum 補充説：“2026 年被證明是加速增長的一年，這增強了我們對雄心勃勃的 2030 年目標的信心。”</p>
</div><h2>Hims &amp; Hers Remains a Growth Story</h2>
<div class="lb-trans"><h2>Hims &amp; Hers 仍然是一個增長故事</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>該公司處於多個高增長市場的交匯點。根據行業諮詢公司 Grand View Research 的數據，全球減肥補充劑市場在 2024 年的估值為 331.4 億美元，預計在 2025 年至 2030 年期間將經歷 14.17% 的年複合增長率 (CAGR)，到 2030 年達到近 720 億美元的估值。</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 預測，全球遠程醫療市場將經歷更快的增長，預計在 2025 年至 2030 年期間的年複合增長率為 24.68%。這將使其價值從 2024 年的 1230 億美元增長到預測期末的 4550 億美元以上。</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>雖然全球脱髮市場的增長預計不會像遠程醫療和減肥市場那樣顯著，但 Grand View Research 預計其年複合增長率在 2025 年至 2030 年期間為 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>這些市場的預期增長對 Hims &amp; Hers Health 來説是個好消息，該公司正處於從小眾健康品牌向綜合技術驅動的醫療平台轉型的過程中。公司還在擴展心血管篩查、預防護理、皮膚病學和診斷合作。</p>
</div><h2>The Long-Term Prospects Remain Positive</h2>
<div class="lb-trans"><h2>長期前景依然積極</h2>
</div><p>Despite the recent selloff, analyst expectations remain mostly positive.</p>
<div class="lb-trans"><p>儘管最近的拋售，分析師的預期仍然大多積極。</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>雖然該股票獲得了共識持有評級，但其平均 12 個月的目標價暗示有超過 15% 的潛在上漲空間。高端目標價為 60 美元，意味着潛在上漲空間可達 100%，而低端目標價為 18 美元，則意味着 HIMS 的股價可能會再下跌約 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>在短期內，交易者應預計未來會有更多波動。目前的空頭頭寸令人擔憂，超過 31%。儘管機構活動在第一季度大幅放緩，但在 2025 財年第四季度，賣方的數量超過了買方，流出資金為 8.61 億美元，遠超流入資金的 3.18 億美元。</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>與此同時，該股票的內部購買已消失，而過去一年內部出售總額接近 1.25 億美元。這導致內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 的過去 12 個月每股收益為 51 美分，預計未來一年每股收益將增長超過 26%，從 53 美分增至 67 美分，前瞻市盈率約為 48。</p>
</div><h2>Should You Invest $1,000 in Hims &amp; Hers Health Right Now?</h2>
<div class="lb-trans"><h2>你現在應該投資 1000 美元在 Hims &amp; Hers Health 嗎？</h2>
</div><p>Before you consider Hims &amp; Hers Health, you'll want to hear this.</p>
<div class="lb-trans"><p>在考慮投資 Hims &amp; Hers Health 之前，你需要聽聽這個。</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 每天跟蹤華爾街頂級評級和表現最佳的研究分析師及其推薦的股票。MarketBeat 已識別出五隻股票，頂級分析師正在悄悄地向客户推薦購買，以便在更廣泛的市場注意到之前... 而 Hims &amp; Hers Health 並不在名單上。</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>雖然 Hims &amp; Hers Health 目前在分析師中獲得了持有評級，但頂級分析師認為這五隻股票更值得投資。</p>
</div><p>View The Five Stocks Here</p>
<div class="lb-trans"><p>查看這五隻股票的詳情</p>
</div>

Hims & Hers Health 的股票在第一季度業績不佳後暴跌：GLP-1 的戰略轉向是否足以推動其復甦？