Target
$26.50 → $27.28
Current stock research snapshot · 7/31/26 26 days old
HIMSHims & Hers Health
Investment conviction●●○○○2 of 5 · current snapshot
Research target$27.28Current stock price target
Investment thesis statusINTACTLast reviewed 7/31/26
Market cap$5.79BSnapshot value · 7/31/26
Research history
See all HIMS changes ↗What changed
Thesis status
NEEDS_MORE_DATA → INTACT
Target
$26.51 → $26.50
Healthspan WATCH — no moat data. DTC telehealth for compounded GLP-1s has regulatory risk (FDA compounding policy). +11%
Hims & Hers Q2 2026 earnings; personalized GLP-1 compounding revenue; subscriber growth; new specialty categories
Thesis breaks if GM stays at ~64% (structural compounding->branded reset), net income stays negative with FCF negative, FDA 503B bulks-list proposal kills compounding economics, or insider selling cluster (Form 4s 08-14/18/20) becomes systematic. (vault 2026-08)
Neutral — Listed in Stage 2 liquid stocks Aug 4 [X search Aug 2026]
Snapshot · 7/31/26🟡 Mixed · ins-$3.7M · 13F 19+/6-×0.5 · short↑0.34
Snapshot · 7/31/26