Hims & Hers Health (NYSE: HIMS) Q2 2026 Earnings Preview for Monday August 10 After Market Close Under the Shadow of the July 29, 2026 Federal Trade Commission (FTC) Lawsuit Alleging the Company Shared Consumer Sensitive Health Information With Meta Platforms, Snap Inc., and Other Online Advertising Platforms Through Embedded Website Tracking Technologies, Plus Separately Alleging Unauthorized Billing Charges for Prescriptions Patients Did Not Order; Los Angeles County and Utah Joined the FTC as Co-Plaintiffs; HIMS Shares Dropped 10% on the July 29 Announcement, and Bank of America Analyst Allen Lutz Cut the Price Target to $30 From $37 (Maintaining Hold); Wall Street Consensus for Q2: $698.9 Million Revenue (+28.3% YoY) and -$0.05 Diluted EPS Loss
Hims & Hers Health (NYSE: HIMS) reports Q2 2026 earnings Monday August 10, 2026 after market close under the shadow of the July 29, 2026 Federal Trade Commission (FTC) lawsuit. FTC allegations: the company shared consumer sensitive health information with Meta Platforms, Snap Inc., and other online advertising platforms through embedded website tracking technologies (pixel-based cookie/session tracking) without meeting informed-consent requirements; and separately, that the company charged some patients for prescriptions they did not order. Los Angeles County and Utah joined the FTC as co-plaintiffs, expanding both the geographic exposure and the potential remedy set. HIMS shares dropped 10% on the July 29 announcement. Bank of America analyst Allen Lutz reiterated Hold and cut the price target to $30 from $37 on FTC-lawsuit uncertainty, characterizing the outcome as a small-fee base case. Wall Street consensus for Q2 2026: $698.9 million revenue (+28.3% year-over-year) and -$0.05 diluted EPS loss versus the +$0.17 year-ago quarter. Options traders are pricing an approximate 14.5% post-earnings move in either direction. Analyst focus areas: peptide-compounding revenue trajectory (Leerink pegs $440M peptide sales for full-year 2026), FTC lawsuit financial and operational impact, and branded GLP-1 partnership contribution since Q1 2026.