Hims & Hers Health, Inc. (HIMS) Reports Next Week: Wall Street Expects Earnings Growth

Hims & Hers Health, Inc. (HIMS) is set to report earnings for the quarter ended June 2025 on August 4, with consensus estimates projecting a significant year-over-year increase in both earnings and revenue, specifically $0.18 EPS (+200%) and $551.84 million in revenue (+74.8%). Despite carrying a Zacks Rank #1 (Strong Buy), the company's Earnings ESP of -20.20% indicates that the Most Accurate Estimate is below the consensus, creating uncertainty and making it difficult to conclusively predict an earnings beat, which could impact near-term stock performance.

Analysis

Hims & Hers Health, Inc. (HIMS) is approaching its June 2025 quarterly earnings report with high market expectations, but conflicting analyst signals introduce significant uncertainty. Wall Street consensus projects substantial year-over-year growth, with earnings per share (EPS) anticipated to rise 200% to $0.18 and revenue expected to increase 74.8% to $551.84 million. Despite these strong growth forecasts and the stock's Zacks Rank #1 (Strong Buy), a key bearish indicator has emerged. The company's Earnings ESP (Expected Surprise Prediction) is a notably negative -20.20%, indicating that the most recent analyst estimates are lower than the consensus. This suggests that analysts with the latest information have become more pessimistic about the company's near-term earnings potential. While HIMS has a history of beating EPS estimates in two of the last four quarters, including a +66.67% surprise in the prior quarter, the combination of a top-tier rank and a strongly negative ESP makes it difficult to conclusively predict an earnings beat, creating a volatile setup for the stock's reaction to the August 4th release.

Key Decisions for Investors

• Investors should approach the upcoming HIMS earnings with caution, as the strong consensus growth forecasts and a top Zacks Rank are directly contradicted by a negative Earnings ESP of -20.20%, signaling recent analyst bearishness and increasing the risk of an earnings miss.
• Pay close attention to management's forward guidance on the earnings call, as it will be a key determinant of the stock's sustainable direction beyond the initial price reaction to the headline results.
• Given the conflicting data and high expectations, traders may anticipate heightened volatility, while long-term investors might consider the report an opportunity to reassess the thesis based on whether the company can sustain its aggressive growth trajectory.