Hims and Hers drops after Q2 revenue miss

Online telehealth company Hims and Hers Health HIMS.N shares fall 14.4% to $54.30 premarket

Co's Q2 rev rose to $544.8 million vs analysts' estimate of $551.6 million, as per LSEG data

Co said its GLP-1 business generated $190 million in online revenue in Q2, down from $230 million in Q1

Its sexual health business, which sells erectile dysfunction generic drugs, also fell; however, co said the sexual health business will recover in 2026, benefiting from the retention of existing consumers

"While sexual health dynamics appear likely to remain a headwind in 2H25, we view this as a controlled transition that should ultimately improve the life-time value of the subscriber base, and remove an overhang from the stock" - Canaccord

Avg rating of 14 brokerages is "hold"; their median PT is $48, as per LSEG data

YTD, HIMS stock up ~162%