
Hims & Hers Health Inc reported Q3 '25 revenue of nearly $600 million, beating estimates of $580.24M, and Q4 revenue is expected to be between $605 to $625 million, representing a year over year growth rate of between 26 and 30%.
Bullish
The company is in active discussions with Novo Nordisk to make injections and, once FDA approved, Novo's oral wegovy available through their platform.
Bearish
The transition away from generic on-demand sexual health solutions towards more personalized daily treatment offerings is expected to cause headwinds in the near term, with effects meaningfully dissipating in the second half of next year.