SAN FRANCISCO, August 25, 2026, 16:42 EDT — Hims stock gained 2.2% after recent losses tied to a Visa dispute, though the market capitalisation is still down by $474 million over two sessions.
Market data through August 25, 2026, 16:42 EDT
Closing prices; after-hours marker shown for Tuesday.
Reported dispute-rate threshold.
| Exit condition | <1.5% |
| Required duration | 3 months |
| Surcharge | $8 / dispute |
| September bill | ≈$75K |
| Implied disputes* | ≈9,375 |
*Derived by dividing $75,000 by the reported $8 surcharge; actual program billing may differ.
| Measure | Latest | Investor signal |
|---|---|---|
| Q2 revenue | $753.2M | +38% YoY |
| Subscribers | 2.891M | +19% YoY |
| Average monthly revenue / subscriber | $92 | +21% YoY |
| Visa-related reported fee | ≈$75K | Small direct cost |
| Two-session equity loss | ≈$474M | Trust risk priced |
| Q2 measure | 2026 | 2025 |
|---|---|---|
| Revenue | $753.2M | $544.8M |
| Gross margin | 64% | 76% |
| Net income / loss | -$86.3M | $42.5M |
| Adjusted EBITDA | $60.3M | $82.2M |
| Free cash flow | -$68.2M | -$69.4M |
| Q3 revenue guide | $880–900M |
| Midpoint growth QoQ | ≈18.2% |
| Q3 adjusted EBITDA | $75–95M |
| FY26 revenue | $3.1–3.3B |
| FY26 adjusted EBITDA | $275–325M |
| Set / firm | Rating | Target |
|---|---|---|
| 15-analyst consensus | Hold | $31.23 avg. |
| Consensus range | $23–$42 | -27.6% to +32.3% |
| Barclays, Aug. 21 | Equal Weight | $35 |
| Truist, Aug. 24 | Hold | $32 |
Quoted equity value to trailing revenue at Tuesday’s close.
Watch: dispute-rate remediation, refunds, subscription churn, FTC litigation, gross-margin mix and the conversion of 47%–50% guided Q3 growth into cash.
Sources: Hims & Hers Q2 2026 release and SEC filing; FTC complaint; Bloomberg details republished by Investing.com; StockAnalysis market and S&P Global analyst data. Derived figures may differ slightly because of rounding.
