Hims earnings play – I’m going to buy 12,000 shares when the market opens.

I think even a "meh" report with decent 2026 guidance could trigger a massive short-covering rally. The average analyst price target of $39.32 shows the stock is trading at a massive discount to where Wall Street thinks it should be.

It’s down over 50 % in just 30 days. Even if it jumps 20 % on earnings, the stock will just be back to there it was like fifteen days ago. All the bad news is priced in at this point. Heck, even if they completely abandon weight loss products I think the stock will jump because investors will worry less about the novo lawsuit.

If management provides a clear roadmap of how Eucalyptus (with its $450M+ ARR) will be accretive to earnings and how it accelerates their global footprint in the UK, Germany, and Canada, it could re-ignite the "growth" narrative.

Analysts currently expect 2026 revenue of roughly $2.73 billion. If Hims guides significantly higher than that—or shows a path back to 80%+ gross margins—the stock could pop.

I went in with all I had for PYPL, SNAP and HOOD before their earnings. I lost every time. This is my chance to recoup my losses. Hims will save me.

Kindly,

Hims devotee