Hims & Hers Health, 성장 둔화와 개인정보 문제에 직면하다
Is Hims & Hers Health Stock in Trouble?
규제 리스크와 운영 손실이 주식의 단기 궤적에 상당한 불확실성을 야기하고 있습니다.
핵심 요약
Hims & Hers Health는 2024년 172% 성장에도 불구하고, 개인정보 문제와 4% 성장 둔화로 인해 3,100만 달러의 영업 손실을 기록하며 투자 불확실성이 커지고 있습니다.
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원문 링크: https://www.fool.com/investing/2026/08/03/is-hims-hers-health-stock-in-trouble/?.tsrc=rss
Original Article
Is Hims & Hers Health Stock in Trouble?
Hims & Hers Health ( HIMS +10.98% ) has been a hot growth stock to own in recent years. In 2024, it surged by 172%, and in 2025, it finished the year up 34%. But it's been struggling of late and is down significantly from its highs.
Recently, there's also been troubling news with the Federal Trade Commission (FTC) alleging that the telehealth company shared customer health information without consent. Things appear to be going from bad to worse for Hims & Hers Health. Is now the time to dump the stock, or could it be a good time to buy while its value is so low?
Company dismisses "baseless" allegations
The FTC claims that Hims & Hers shared customer information without their consent on third-party platforms. However, Hims & Hers Health challenges the accusations, calling them "baseless" and noting that its privacy policy outlines how customer information is handled and managed.
While Hims & Hers stock initially fell when the news came out, the stock has gone on to recover since then. The privacy issues are concerning, but it's debatable how much of an impact they may have on the business or its long-term growth prospects. Sharing data, especially in an increasingly digital world, is something many companies struggle to strike a healthy balance on.
The bigger problem is the slowing growth
Privacy issues may have caused a momentary dip for the healthcare stock , but broader problems with the company's overall growth have been weighing it down for much longer. While the telehealth company has been expanding into new markets, its growth rate has been volatile and cratered to 4% recently.
HIMS Revenue (Quarterly YoY Growth) data by YCharts
The company has also incurred an operating loss totaling $31 million over the trailing 12 months. Its aggressive growth strategy has made it a hot stock to own in the past, but it can make for a highly volatile investment overall. While Hims may continue to pursue other opportunities to grow its business, investors will want to see that it can do so in a profitable way.
Without some greater predictability and stability in the company's overall earnings and growth, I'd avoid the stock. At around $7 billion in market cap, its valuation still isn't all that light as it trades at close to 60 times its estimated future earnings (based on analyst expectations).
Hims & Hers stock may be down significantly from its high, but it could still have plenty of room to fall even lower.
Source: https://www.fool.com/investing/2026/08/03/is-hims-hers-health-stock-in-trouble/?.tsrc=rss