Hims & Hers Health, Inc. (HIMS) — closed signal from October 31, 2025
Partial Published before the outcome was known, scored automatically when the window closed on January 29, 2026.
Predicted vs. what happened
What happened
Reached 23% of the predicted growth at its peak, without hitting the target.
The thesis — published October 31, 2025
HIMS has an important moment coming with its Nov 3 earnings report. Recent news shows customer counts are rising and the company is generating more free cash, which supports long-term value. A new investor lawsuit could also make the stock swing. Because the price has been weak, start small and add only if the day after earnings shows healthy demand. Over the next 0-3 months, clear guidance could lift the shares, but use discipline.
Primary drivers
- Upcoming earnings could quickly change views and drive a sharp price move.
- Rising customer counts and stronger free cash flow support growth today.
- An investor lawsuit hangs over the stock and can add swings and uncertainty.
- Recent weakness means wait for firm buying after earnings before adding more.
How it played out
HIMS: the target was not reached
Lyra published HIMS at $45.68 on 2025-10-31, with 25% expected growth over the short term. The thesis pointed to the Nov. 3 earnings report, rising customer counts, stronger free cash flow, an investor lawsuit that could add swings, and the need to see firm buying after earnings before adding more.
Inside the window, HIMS peaked at $48.34 on 2025-11-04, a 5.8% gain. It stayed below the $57.09 target and never reached it. By 2026-01-29, it ended at $29.87. The thesis did not play out according to the price result.
What happened during the window
On 2025-11-04, Investor's Business Daily reported that Hims & Hers had posted third-quarter revenue of $599 million and said it was in discussions with Novo Nordisk to sell Wegovy. MarketWatch also reported the talks on 2025-11-04 and said the company guided fourth-quarter revenue to $605 million to $625 million.
Prices are shown split- and dividend-adjusted, matching what public charts show today.
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This is one signal, scored after the fact. Today’s picks come with the same plain-language thesis — published before anyone knows the outcome.