HIMS
Hims & Hers Health, Inc.
stock NYSE

Robinhood killed many of us. I think the sentiment on it is jaded. Coinbase and eToro were fine after their earnings. Yes, Hood is very much tied to crypto, but they crushed with gambling and have a ton in the pipeline (gambling, 24/7 trading, banking, social, Goldold, more customization like thinkorswim and tradingview, etc). The fact that it dropped 30% in the span of a little more than a month blows. Not as bad as HIMS, but for a decent company with good stuff on the horizon, it blows.

Hims & Hers Health (HIMS) is scheduled to report its Q4 2025 earnings on Monday, February 23, 2026, after the market closes.
Whether the stock will rally is currently a "tug-of-war" between impressive revenue growth and significant regulatory/legal hurdles. Here is the breakdown of the sentiment heading into the report:
Analysts are bracing for a "mixed bag" report where the top-line growth looks great, but the bottom line is under pressure.
HIMS has a history of beating revenue estimates (6 of the last 8 quarters). If they show that their non-GLP-1 business (hair loss, mental health) is thriving despite the noise, or if they provide strong 2026 guidance, the stock could bounce off its recent lows.
Earnings are expected to drop sharply due to aggressive marketing spend and legal costs. Recent sentiment has been "fragile," with the stock hitting 17-month lows just this month.
The stock has been extremely volatile lately (down \~50% in the last 30 days) due to two major factors:
The GLP-1 "Crackdown": The FDA and big pharma (Novo Nordisk) have increased scrutiny on compounded weight-loss drugs. Since this was a massive growth driver for HIMS, any negative commentary on the legality or future of their "compounded semaglutide" could sink the stock regardless of the numbers.
HIMS recently announced a $1.15 billion acquisition of Eucalyptus (an Australian telehealth firm). Investors will be looking for clarity on how this affects their cash flow and if it can offset potential losses in the US weight-loss market.
Implied Move: Options traders are pricing in a massive 17% swing (up or down) following the results. This is much higher than their historical average of 5–11%.
What do y’all think?

Wonder if HIMS would be a good play.

HIMS calls noway they gk over investors where stock will be at $10

HIMS is going nuts

People loading up on HIMS before the earnings or what?

long HIMS?

HIMS calls, hoping for dead cat bounce?

HIMS puts
RTX calls
It is known

How are we playing HIMS? Calls?

Bought back the HIMS puts I sold fuck that watch it dump over The Weeknd along everything else.

Agreed... But the earnings environment at the moment is balance sheet and value focused with sprinkles of growth. If $HIMS still shows inklings of growth your puts will evaporate

HIMS is facing a lot of FDA regulatory pressure, and may eventually be a candidate for zero-ville...

Is HIMS a buy? I always thought the FDA shortage GLP business was a ticking time bomb, now that that is past, is the rest of the business still decent?

# Today is Friday, the 20th of February
## Upcoming events for Friday, February 20th
- Stock splits:
- ADVB @ **1:20**
- BBBXF @ **1:10**
- INUMF @ **1:8**
- BYAH @ **1:50**
- PNXPF @ **1:2**
- Expected earnings:
AD, AIRO, ALBT, APVO, ARAI, ASIX, AU, BCPC, BRN, CCOI, CEPO, CMDB, DNOW, FGNX, FORA, GASS, GIG, GTBP, HBM, IGC, IQST, ITRM, LAMR, NOMA, NTHI, NUTR, OIS, PPL, PTGX, RVYL, SAFX, SBLX, SBSW, SCLX, SEV, SGRP, SONM, TDS, TGL, TRNR, TXNM, USBC, UUU, WU, XXI
- Ex-div:
AMYY, AUDC, AZYY, BBYY, CBC, COYY, FBYY, FCAL, FCVT, FEMB, FGSI, FIXD, FMB, FMHI, FTHI, FTQI, FTSL, GLDI, HISF, HMYY, HOYY, HYLS, INTR, IOYY, KRT, LDSF, LMBS, MAAY, MDIV, MFLX, MTYY, NUGY, NVYY, PAX, PLYY, QBY, QLDY, REGN, RGP, RGYY, RPRX, RRR, RTYY, SEMY, SLVO, SMYY, TQQY, TSYY, USLM, USOI, XBTY, YSPY
- Economic events and announcements:
- 30-Year TIPS Auction (actual: 2.473%, previous: 2.650%)
- 4-Week Bill Auction (actual: 3.625%, previous: 3.630%)
- 8-Week Bill Auction (actual: 3.630%, previous: 3.630%)
- Atlanta Fed GDPNow (actual: 3.0%, consensus: 3.6%, previous: 3.6%)
- Continuing Jobless Claims (actual: 1,869K, consensus: 1,860K, previous: 1,852K)
- Crude Oil Imports (actual: -1.132M, previous: 0.912M)
- Crude Oil Inventories (actual: -9.014M, consensus: 1.700M, previous: 8.530M)
- Cushing Crude Oil Inventories (actual: -1.095M, previous: 1.071M)
- Distillate Fuel Production (actual: 0.028M, previous: 0.045M)
- EIA Refinery Crude Runs (actual: 0.077M, previous: -0.029M)
- EIA Weekly Distillates Stocks (actual: -4.566M, consensus: -1.400M, previous: -2.703M)
- EIA Weekly Refinery Utilization Rates (actual: 1.6%, previous: -1.1%)
- Exports (actual: 287.30B, previous: 292.30B)
- FOMC Member Bostic Speaks
- FOMC Member Bowman Speaks
- FOMC Member Kashkari Speaks
- Fed Goolsbee Speaks
- Fed's Balance Sheet (actual: 6,613B, previous: 6,622B)
- Gasoline Inventories (actual: -3.213M, consensus: -0.300M, previous: 1.160M)
- Gasoline Production (actual: 0.290M, previous: 0.139M)
- Goods Trade Balance (actual: -98.50B, consensus: -86.00B, previous: -82.78B)
- Heating Oil Stockpiles (actual: 0.362M, previous: 0.202M)
- Imports (actual: 357.60B, previous: 345.30B)
- Initial Jobless Claims (actual: 206K, consensus: 223K, previous: 229K)
- Jobless Claims 4-Week Avg. (actual: 219.00K, previous: 220.00K)
- Natural Gas Storage (actual: -144B, consensus: -148B, previous: -249B)
- Pending Home Sales (actual: -0.8%, consensus: 1.4%, previous: -7.4%)
- Pending Home Sales Index (actual: 70.9, previous: 71.5)
- Philadelphia Fed Manufacturing Index (actual: 16.3, consensus: 7.5, previous: 12.6)
- Philly Fed Business Conditions (actual: 42.8, previous: 25.5)
- Philly Fed CAPEX Index (actual: 14.40, previous: 30.30)
- Philly Fed Employment (actual: -1.3, previous: 9.7)
- Philly Fed New Orders (actual: 11.7, previous: 14.4)
- Philly Fed Prices Paid (actual: 38.90, previous: 46.90)
- Reserve Balances with Federal Reserve Banks (actual: 2.960T, previous: 2.958T)
- Retail Inventories Ex Auto (actual: 0.2%, previous: -0.2%)
- Trade Balance (actual: -70.30B, consensus: 55.50B, previous: -53.00B)
- US Leading Index (actual: -0.2%, consensus: -0.2%, previous: -0.3%)
- Wholesale Inventories (actual: 0.2%, consensus: 0.2%, previous: 0.2%)
## Upcoming events for Saturday, February 21st
- Economic events and announcements:
- Atlanta Fed GDPNow (consensus: 3.0%, previous: 3.0%)
- CFTC Aluminium speculative net positions (previous: -3.2K)
- CFTC Copper speculative net positions (previous: 45.9K)
- CFTC Corn speculative net positions (previous: -18.3K)
- CFTC Crude Oil speculative net positions (previous: 117.8K)
- CFTC Gold speculative net positions (previous: 160.0K)
- CFTC Nasdaq 100 speculative net positions (previous: 13.4K)
- CFTC Natural Gas speculative net positions (previous: -171.9K)
- CFTC S&P 500 speculative net positions (previous: -105.1K)
- CFTC Silver speculative net positions (previous: 23.0K)
- CFTC Soybeans speculative net positions (previous: 146.3K)
- CFTC Wheat speculative net positions (previous: -71.3K)
- Core PCE Price Index (consensus: 0.3%, previous: 0.2%)
- Core PCE Price Index (consensus: 2.9%, previous: 2.8%)
- Core PCE Prices (consensus: 2.60%, previous: 2.90%)
- Dallas Fed PCE (previous: 1.50%)
- FOMC Member Bostic Speaks
- Fed Logan Speaks
- GDP (consensus: 2.8%, previous: 4.4%)
- GDP Price Index (consensus: 2.8%, previous: 3.7%)
- GDP Sales (previous: 4.5%)
- Michigan 1-Year Inflation Expectations (consensus: 3.5%, previous: 4.0%)
- Michigan 5-Year Inflation Expectations (consensus: 3.4%, previous: 3.3%)
- Michigan Consumer Expectations (consensus: 56.6, previous: 57.0)
- Michigan Consumer Sentiment (consensus: 57.3, previous: 56.4)
- Michigan Current Conditions (consensus: 58.3, previous: 55.4)
- New Home Sales (consensus: 732K, previous: 737K)
- New Home Sales (previous: -0.1%)
- PCE Price index (consensus: 2.8%, previous: 2.8%)
- PCE Prices (consensus: 2.8%, previous: 2.8%)
- PCE price index (consensus: 0.3%, previous: 0.2%)
- Personal Income (consensus: 0.3%, previous: 0.3%)
- Personal Spending (consensus: 0.4%, previous: 0.5%)
- Real Consumer Spending (previous: 3.5%)
- Real Personal Consumption (previous: 0.3%)
- S&P Global Composite PMI (previous: 53.0)
- S&P Global Manufacturing PMI (consensus: 52.4, previous: 52.4)
- S&P Global Services PMI (consensus: 53.0, previous: 52.7)
- U.S. Baker Hughes Oil Rig Count (previous: 409)
- U.S. Baker Hughes Total Rig Count (previous: 551)
## Upcoming events for Monday, February 23rd
- Stock splits:
- DSY @ **1:20**
- BTM @ **1:7**
- MWG @ **1:10**
- Expected earnings:
ACVA, ADEA, ADTX, ADUS, AESI, AGIG, AIV, ALSN, ANTA, APLE, ASR, ASTI, AXSM, AZTR, BAOS, BBBY, BCC, BLZE, BMRN, BOOM, BSM, BWXT, BYFC, CIB, CNNE, CRGO, CTEV, CWEN, CWEN.A, D, DEA, DHC, DPZ, EHLD, EMA, ERIE, EVER, FANG, FRMI, FRPT, FWRD, GEMI, GGB, GLPG, GNW, GTE, HIMS, HLX, HSTM, IIPR, INR, INVX, JBTM, KEYS, KWR, LINC, MAX, MYGN, OKE, OMAB, OPAD, OSG, OVV, PAC, PAY, PEPG, PLOW, PRA, PRIM, RHLD, RHP, RICK, RIOT, RYI, SCL, SGHC, SIBN, SKWD, SMMT, SVCC, TARS, TNC, UCTT, UFPI, VIR, VLRS, VNOM, VVX, WDS, WGS, ZD
- Ex-div:
AEIS, IRMD, MCHP, MKSI, PATK, WYNN
^^^^2026-02-20