EverHint Lens - Hims & Hers Health, Inc. (HIMS) - Yahoo Top Gainer (+40%) Stock Analysis - March 09, 2026

Analysis Date: 2026-03-09
Sector: Healthcare
Industry: Medical - Equipment & Services
Exchange: NYSE

Executive Summary

Hims & Hers Health, Inc. is currently trading at $22.12 (🟢 +40.52% today) with a market capitalization of $4.86B.

Hims & Hers Health, Inc. operates a multi-specialty telehealth platform that connects consumers to licensed healthcare professionals. The company offers a range of health and wellness products and services available to purchase on its websites and mobile application directly by customers.

Price & Valuation

Current Price: $22.12 (at 12:48 PM ET)
Current Volume: 119.7M
Day Range: $20.99 - $23.51
52-Week Range: $13.74 - $70.43
P/E Ratio: 39.12

DCF Valuation: Undervalued

• Intrinsic Value (Unlevered DCF): $124.38
• Current Price: $22.12
• Discount/Premium: +462.4%

Levered DCF: $110.66 (+400.3%)

⚠️ DCF shows extreme valuation gap (>100%)

DCF analysis suggests the stock may be trading at a 462.4% discount to its intrinsic value.

DCF values calculated as of 2026-03-09. Underlying assumptions are not disclosed by the data provider. Levered vs unlevered can diverge materially for highly levered companies.

Market Context

Healthcare Sector: 1.03689% | Sector P/E: 31.27

Major Indices:

• S&P 500: $6733.29 (🔴 -0.10%)
• NASDAQ Composite: $22448.87 (🟢 +0.27%)
• Dow Jones Industrial Average: $47263.63 (🔴 -0.50%)

Peer Comparison

Peer comparison (11 companies):

• HIMS - Hims & Hers Health, Inc. ($22.12, +40.5%, $4.86B) ← Current
• MRNA - Moderna, Inc. ($53.82, +2.5%, $21.26B)
• PEN - Penumbra, Inc. ($339.82, +0.3%, $13.34B)
• ALGN - Align Technology, Inc. ($169.38, -2.7%, $12.15B)
• ENSG - The Ensign Group, Inc. ($208.40, +0.6%, $12.11B)
• BMRN - BioMarin Pharmaceutical Inc. ($60.60, -0.8%, $11.66B)
• RVTY - Revvity, Inc. ($91.29, -0.1%, $10.35B)
• BAX - Baxter International Inc. ($17.48, -1.2%, $8.99B)
• QGEN - Qiagen N.V. ($43.08, -3.3%, $8.87B)
• TECH - Bio-Techne Corporation ($53.78, -0.2%, $8.41B)
• HQY - HealthEquity, Inc. ($79.49, +1.4%, $6.87B)

Financial Performance

Latest Quarter (2025-12-31):

• Revenue: $617.82M
• Net Income: $20.60M
• EPS: $0.09
• Revenue Growth (QoQ): +3.1%

Earnings Calendar

Next Earnings Report: 2026-05-11 (During Trading Day)

• EPS Estimate: $0.03
• Revenue Estimate: $0.62B

Most Recent Report: 2026-02-23

• EPS: $0.07 (Est: $0.02) ✓ Beat
• Revenue: $0.62B

Historical Data: 29 earnings events tracked

Analyst Outlook

Analyst Price Target Consensus:

• Target: $29.91 (+35.2% upside)
• Range: $12.50 - $60.00
• Median: $25.00

Next Quarter Estimates (2027-12-31):

• Revenue: $862.42M
• EPS: $0.30

Analyst Consensus

Overall Rating: Buy

Rating Distribution (130 total ratings):

• 🟢 Buy/Outperform: 58 (44.6%)
• ⚪ Hold/Neutral: 50 (38.5%)
• 🔴 Sell/Underperform: 17 (13.1%)

Recent Analyst Actions:

• Morgan Stanley (2026-02-25): Maintained Equal Weight
• Barclays (2026-02-25): Maintained Overweight
• TD Cowen (2026-02-24): Maintained Hold
• Truist Securities (2026-02-24): Maintained Hold
• Leerink Partners (2026-02-24): Maintained Market Perform

Consensus based on 130 analyst ratings from major financial institutions

Insider Activity

Recent Transactions (Last 10):

• Buys: 6
• Sells: 4

Notable Transactions:

• 2026-02-27: Boughton Soleil - Sell (Sale, 4,651 shares @ $15.21)
• 2026-02-23: Okupe Oluyemi - Buy (Award, 410,690 shares)
• 2026-02-23: Boughton Soleil - Buy (Award, 273,794 shares)

News Sentiment Analysis

AI Analysis (based on 30 recent articles):

News sentiment for Hims & Hers Health (HIMS) is overwhelmingly positive, driven by a major partnership with Novo Nordisk to sell Wegovy and Ozempic on its platform, ending a patent lawsuit. The stock surged dramatically, with gains reported from 35% to over 50% in a single session, marking one of its best days ever. Earlier articles on expansions and minor regulatory slips are overshadowed by this blockbuster development.

Key Themes:

• Novo Nordisk Partnership
• Lawsuit Resolution
• Stock Price Surge

Sentiment: Positive (95% confidence)

Reddit Sentiment

Community Discussion (last 30 days from r/wallstreetbets, r/stocks, r/investing):

Overall Sentiment: Moderately Bullish (Score: 0.267)

Post Analysis:

• Total posts: 69
• Bullish: 41 (59.4%)
• Bearish: 22 (31.9%)
• Neutral: 6 (8.7%)
• Total engagement: 18,798 (upvotes + comments)

Note: Sentiment score ranges from -1.0 (very bearish) to +1.0 (very bullish), weighted by post engagement.

Recent News

5 most recent articles covering HIMS:

• Hims & Hers Stock Pops 40%: Everything You Need to Know (fool.com, 2026-03-09) — Read more
• Hims & Hers stock price is surging today. A surprising deal with Novo Nordisk is the reason why (fastcompany.com, 2026-03-09) — Read more
• Hims & Hers partners with Novo Nordisk to sell Wegovy and Ozempic, ending dispute (proactiveinvestors.com, 2026-03-09) — Read more
• HIMS Skyrockets on Reported Deal with NVO to Sell GLP-1s (youtube.com, 2026-03-09) — Read more
• Novo Nordisk drops Him & Hers lawsuit (youtube.com, 2026-03-09) — Read more

Full news analysis based on 30 recent articles

Generated by Everhint Lens - Quantitative Stock Analysis
Last updated: 2026-03-09 09:48:35 AM PDT

Disclaimer: This is not investment advice. Always do your own research before making investment decisions.