Stray Dog
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Prices are Hyperliquid perpetual futures: contracts that track each stock and trade 24/7. They are not exchange prices and can differ from them, most of all while US markets are closed. Change is over 24 hours. For information only.

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HIMS

Earnings expectations have been reset to a very low level, so the bar for a beat from here is low

Sources (1)

Earnings expectations have been reset to a very low level, so the bar for a beat from here is low. The sell-side narrative is split: supporters of the long-term case sit alongside the cautious.

Analyst consensus

60-day EPS change (%)

-92.2

FY2026 EPS consensus

0.04

FY2026 revenue consensus (bn)

2.91

Q2 EPS consensus

-0.01

Q2 revenue consensus (bn)

0.6893

Q2 revenue growth (YoY)

25-28%

Source

Zacks

Analyst views

Rating

Strong Buy

Source

Seeking Alpha DocShah Financial

Thesis

Q1 was misunderstood, and the market is punishing transitional losses too harshly. Raised full-year guidance and an unchanged 2030 target mean the long-term case is intact.

Rating

Buy

Source

Motley Fool Prosper Junior Bakiny

Thesis

Could double by 2031. Likes subscriber growth, international expansion and new peptide and Labs categories.

Note

Q2 guidance is 3-6% above consensus, and the shift to branded drugs is a long-term positive.

Rating

Hold

Source

Zacks

Price action

Change (%)

3.34

Close

25.05

Date

2026-05-15

Note

First green day after four straight declines, a 6.3% rebound from the $23.57 low on 14 May. The cumulative fall since results has narrowed from 14.3% to about 11%. Free cash flow of $53 million and Q2 guidance above consensus may have provided support.

Susquehanna filing

Detail

The Susquehanna group (G1 Execution Services, SIG Brokerage, Susquehanna Investment Group and Susquehanna Securities) filed a 13G on 15 May. Together they hold 14.5 million shares (6.5%) as at 31 Mar 2026. The position is passive, with shared voting and dispositive power.

Interpretation

Susquehanna is one of the world's largest options market makers. Positions like this relate to market-making and options hedging and do not signal a directional bullish view. They do show that the HIMS options market has enough liquidity depth to attract top market makers.

Sources 1

  1. SEC 13G filing (15 May), Seeking Alpha, Motley Fool, Zacks, 15 May closing price data

A brief is a lead for our research, not a verified conclusion or advice.