Hims & Hers Health Inc is projected to report Q1 2026 revenue of $616.9 million and earnings per share of $0.04, as the stock currently trades around $28.27 against an average analyst price target of $31.86.
Investors are primarily focused on the company’s strategic transition in its weight-loss segment toward branded GLP-1 medications following a landmark partnership with Novo Nordisk. This pivot follows increased FDA scrutiny of compounded semaglutide and escalating competition from Amazon's One Medical. While revenue is expected to grow approximately 5.3% year-over-year, profitability estimates have been revised sharply downward as the company resets margins and reinvests in platform scaling. Analysts will also monitor whether total subscribers can sustain momentum above the 2.5 million milestone.