While Hims continues to scale its subscriber base and draw significant consumer interest, we’re taking a more neutral stance heading into earnings.
The latest TickerTrends alternative data still shows healthy, but slower, momentum:
Consumer interest in Hims is up +48.6% YoY, and Hers is up +72.4%, based on aggregated Google Search, website traffic, and social signals.
Our subscriber growth model predicts 2.58M by quarter end Q2, a +9.1% QoQ and +38.5% YoY jump, aligning closely with historical quarterly growth.
However, this is occurring alongside a moderation in overall revenue growth trajectory for future quarters.
The analyst consensus for 2025 Q3 revenue is $584.1M, implying a +45.5% YoY increase, down from the +74.9% YoY expected for Q2. We believe this deceleration is warranted based on the current pace of consumer engagement and order volume growth.
The HIMS 0.00%↑ TickerTrends’ Whisper Score is >77, indicating elevated investor expectations into this earnings print.
We’re not taking a strong position here. With consumer interest stable but not accelerating, we see limited evidence for an upside surprise or disappointment. Our internal trackers suggest the company may guide roughly in-line at around ~$580M for Q3, consistent with street estimates.
Bottom Line: Hims has built a strong brand and continues to expand its addressable market through new product categories, but this print likely won’t be a major catalyst. We are staying on the sidelines for this name for now, while the risk reward remains difficult to justify on the long or short side.
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