HIMSThursday, 11 Jun 2026
Zacks rates the stock #5 (Strong Sell) as sell-side earnings estimates are cut sharply
Zacks rates the stock #5 (Strong Sell) as sell-side earnings estimates are cut sharply. The annual meeting's resolutions still need following up. The shares pulled back with the market but held above their moving averages.
Key points
- Zacks Rank #5 (Strong Sell), with an overall VGM Score of D
- Over the past 30 days, the consensus EPS estimate for this quarter has been cut by 125.7%, flipping from a small profit to an expected loss of $0.02 a share, down 111.8% year on year
- Q1 average monthly online revenue per subscription fell 5.9% year on year to $80 (management attributes this to a shift to shorter shipping cycles)
- Q1 gross profit fell 7.9% year on year to $396.8 million
- Operating cash flow fell to $89.4 million ($109.1 million a year earlier)
- Over the previous two weeks the shares rose on news flow (the Eucalyptus deal closing, the new CMO, the peptide narrative), while sell-side earnings estimates deteriorated at the same time
Show 4 more
- The gap between the valuation (after the run-up) and earnings estimates, which are moving in opposite directions, is widening. That is a first-hand bearish signal.
- Annual shareholder meeting today, 11 Jun: the CEO pay vote and Kofi's board nomination still need following up
- Closed at $27.78 on 10 Jun (-4.1%), falling with the market (the Dow slumped about 900 points on the Iran situation, a systemic rather than stock-specific negative)
- The first clear pullback after four straight weeks of gains. The shares still hold above their 20-, 50- and 100-day moving averages.
Sources (3)
- Zacks post-earnings analysis, 10 Jun (Q1 data cross-checked against the 10-Q)
- Yahoo Finance closing prices
- HIMS investor relations events calendar
A brief is a lead for our research, not a verified conclusion or advice.