Why did HIMS stock fall after earnings?

Despite a GAAP EPS and adjusted EBITDA beat, management guided Q1 2026 revenue and full‑year EBITDA below consensus. The market shifted focus to margins and free cash flow, which management expects to be weaker near term. That reset in expectations outweighed the quarterly beats and pressured HIMS stock.

Is HIMS stock a buy after the drop?

It depends on time horizon and risk tolerance. Valuation near 1.5x sales and 26x earnings is not stretched for growth, but execution risk rose with the softer 2026 guidance. Oversold signals suggest potential trading bounces, yet the strong downtrend argues for patience and staged entries.

What in the 2026 guidance concerned investors most?

Management outlined Q1 2026 revenue and full‑year EBITDA below Street estimates, paired with softer margins and weaker free cash flow. Investors now want clearer evidence of improving unit economics, efficient marketing spend, and sustained contribution margins that can support healthy cash generation through 2026.

Which metrics should investors track next for Hims & Hers?

Watch revenue growth quality, customer adds, retention, and subscription mix. Track gross margin, operating margin, and adjusted EBITDA. Monitor operating cash flow, free cash flow, and working capital efficiency. Technicals like RSI, price vs moving averages, and volume trends can also help gauge near‑term sentiment for HIMS stock.

Global Market Insights

HIMS Stock Today, February 24: EPS Beat, Weak 2026 Guide Weighs on Shares

ByHuzaifa Zahoor February 24, 2026February 24, 2026

HIMS stock is under pressure today after Hims & Hers posted Q4 results with revenue in line, but a GAAP EPS and adjusted EBITDA beat. The company set Q1 2026 revenue and full‑year EBITDA guidance below consensus, citing softer margins and weaker free cash flow. Customer growth improved modestly, yet investors want more proof on profitability and cash generation into 2026. Shares of HIMS now trade well below key moving averages, making guidance execution the next major driver.