Hims & Hers Health (NYSE: HIMS) Q2 2026 Earnings Preview for Monday August 10 After Market Close Under the Shadow of a Federal Trade Commission (FTC) Lawsuit Alleging the Company Shared Consumer Sensitive Health Information With Third-Party Advertising Platforms; Wall Street Consensus at $698.9 Million Revenue (+28.3% Year-Over-Year) and Approximately -$0.05 Diluted EPS Loss Compared to +$0.17 EPS in Q2 2025; Bank of America Analyst Allen Lutz Cut the HIMS Price Target to $30 From $37 (While Maintaining Hold) Citing FTC-Lawsuit Uncertainty With Small-Fee Base-Case Framing; Options Traders Are Pricing an Approximate 14.5% Post-Earnings Move in Either Direction
Hims & Hers Health (NYSE: HIMS) reports Q2 2026 earnings Monday August 10, 2026 after market close under the shadow of a Federal Trade Commission (FTC) lawsuit alleging the company shared consumer sensitive health information with third-party advertising platforms without meeting HIPAA-compatible informed-consent requirements. Wall Street consensus: $698.9 million revenue (+28.3% year-over-year) and approximately -$0.05 diluted EPS loss versus +$0.17 EPS in the year-ago quarter. Bank of America analyst Allen Lutz cut the HIMS price target to $30 from $37 (maintaining Hold), citing FTC-lawsuit uncertainty with a small-fee base-case framing. Options traders are pricing an approximate 14.5% post-earnings move in either direction. Analyst focus areas beyond top-line numbers: post-PCAC peptide-compounding revenue trajectory (Leerink estimates $440 million peptide sales in 2026 representing 15% of the projected revenue midpoint); FTC lawsuit financial and operational impact; branded GLP-1 (Wegovy/Ozempic/Zepbound/Mounjaro) commercial partnership contribution since Q1 2026; and Chief Medical Officer Dr. Anant Vinjamoori's July 23 PCAC harm-reduction testimony framing for the Hims peptide strategy narrative. Truist analysts have cautioned that substantial peptide revenue is unlikely before 2028 even with the PCAC advisory support given the 12-24 month FDA rulemaking timeline.