NEW YORK, April 20, 2026, 10:40 EDT
Hims & Hers Health jumped another 8.9% by 10:25 a.m. EDT on Monday, pushing its winning streak further. Omnicell and Privia Health only managed gains of less than 1%. Telehealth stocks like Hims & Hers remain in focus after Yahoo Finance highlighted the company’s 48.3% surge over the past week ahead of its earnings release set for May 11.
This shift stands out, given the sector hasn’t shown widespread weakness. In recent healthcare-technology roundups, most of the group surpassed fourth-quarter revenue expectations, but recent analyses divided sharply over names like Hims, Privia, and Omnicell. StockStory noted that the four companies focused on hospitals and clinics beat revenue estimates by 1.8%. IndexBox, in a broader look published Friday, also found seven healthcare-tech firms exceeded estimates, singling out Hims & Hers and Privia for standout performance.
Hims posted fourth-quarter revenue of $617.8 million, a 28% increase from the prior year, and closed out 2025 with 2.511 million subscribers. The company is forecasting 2026 revenue between $2.7 billion and $2.9 billion. Chief Executive Andrew Dudum put the subscriber count at more than 2.5 million.
The immediate spark here: the U.S. Food and Drug Administration has scheduled meetings for July 23-24 to consider whether compounding pharmacies—those that create custom medications—should get the green light to make several peptides. These are short amino acid chains, commonly marketed for obesity, wound healing, insomnia, and more. This is a key issue for Hims, which picked up a California peptide facility last year. Calling the move a “clear positive for Hims,” Leerink’s Michael Cherny weighed in, while BofA’s Allen Lutz pointed to “optionality around new potential revenue streams.” Pat Carroll, Hims’ Chief Medical Officer, said the company is “actively exploring ways to expand access to peptides” and intends to stay in step with FDA guidance. Reuters
Still, the rally isn’t locked in. Back in February, Hims projected first-quarter revenue between $600 million and $625 million—short of what analysts had expected—blaming a $65 million drag tied to new shipping rules for its personalized weight-loss offerings. Cherny adds the spotlight is on how Hims navigates the weight-loss segment going forward.
Omnicell ended up on the losing end this time. StockStory last week called it the weakest fourth-quarter performer in its roundup of tech vendors serving hospitals and clinics. The company is set to release first-quarter earnings on April 28.
Omnicell reported fourth-quarter revenue at $314 million, a 2% uptick versus last year. The company posted a GAAP net loss of $2 million, with non-GAAP earnings landing at $0.40 per share—off from $0.60 per share a year ago. Annual recurring revenue climbed to $635.6 million. Still, 2025 product bookings slipped by 4%, highlighting patchy momentum. Chief Executive Randall Lipps called it “solid fourth quarter financial results.” Omnicell
Privia Health, by contrast, delivered a more upbeat set of numbers. Fourth-quarter revenue climbed 17.4% to $541.2 million. Every operating and financial metric for 2025, the company said, either met or cleared the top of its guidance range. Looking ahead, Privia set its 2026 revenue outlook between $2.35 billion and $2.45 billion. Next results come out May 7.
